(upbeat music) >> Welcome back everyone to Supercloud 2, live here in Palo Alto, our studio, where we're doing a live stage performance and virtually syndicating out around the world. I'm John Furrier with Dave Vellante, my co-host with the The Cube here. We've got Kit Colbert, the CTO of VM. We're doing a keynote on Cloud Chaos, the evolution of SuperCloud Architecture Kit. Great to see you, thanks for coming on. >> Yeah, thanks for having me back. It's great to be here for Supercloud 2. >> And so we're going to dig into it. We're going to do a Q&A. We're going to let you present. You got some slides. I really want to get this out there, it's really compelling story. Do the presentation and then we'll come back and discuss. Take it away. >> Yeah, well thank you. So, we had a great time at the original Supercloud event, since then, been talking to a lot of customers, and started to better formulate some of the thinking that we talked about last time So, let's jump into it. Just a few quick slides to sort of set the tone here. So, if we go to the the next slide, what that shows is the journey that we see customers on today, going from what we call Cloud First into this phase that many customers are stuck in, called Cloud Chaos, and where they want to get to, and this is the term customers actually use, we didn't make this up, we heard it from customers. This notion of Cloud Smart, right? How do they use cloud more effectively, more intelligently? Now, if you walk through this journey, customers start with Cloud First. They usually select a single cloud that they're going to standardize on, and when they do that, they have to build out a whole bunch of functionality around that cloud. Things you can see there on the screen, disaster recovery, security, how do they monitor it or govern it? Like, these are things that are non-negotiable, you've got to figure it out, and typically what they do is, they leverage solutions that are specific for that cloud, and that's fine when you have just one cloud. But if we build out here, what we see is that most customers are using more than just one, they're actually using multiple, not necessarily 10 or however many on the screen, but this is just as an example. And so what happens is, they have to essentially duplicate or replicate that stack they've built for each different cloud, and they do so in a kind of a siloed manner. This results in the Cloud Chaos term that that we talked about before. And this is where most businesses out there are, they're using two, maybe three public clouds. They've got some stuff on-prem and they've also got some stuff out at the edge. This is apps, data, et cetera. So, this is the situation, this is sort of that Cloud Chaos. So, the question is, how do we move from this phase to Cloud Smart? And this is where the architecture comes in. This is why architecture, I think, is so important. It's really about moving away from these single cloud services that just solve a problem for one cloud, to something we call a Cross-Cloud service. Something that can support a set of functionality across all clouds, and that means not just public clouds, but also private clouds, edge, et cetera, and when you evolve that across the board, what you get is this sort of Supercloud. This notion that we're talking about here, where you combine these cross-cloud services in many different categories. You can see some examples there on the screen. This is not meant to be a complete set of things, but just examples of what can be done. So, this is sort of the transition and transformation that we're talking about here, and I think the architecture piece comes in both for the individual cloud services as well as that Supercloud concept of how all those services come together. >> Great presentation., thanks for sharing. If you could pop back to that slide, on the Cloud Chaos one. I just want to get your thoughts on something there. This is like the layout of the stack. So, this slide here that I'm showing on the screen, that you presented, okay, take us through that complexity. This is the one where I wanted though, that looks like a spaghetti code mix. >> Yes. >> So, do you turn this into a Supercloud stack, right? Is that? >> well, I think it's, it's an evolving state that like, let's take one of these examples, like security. So, instead of implementing security individually in different ways, using different technologies, different tooling for each cloud, what you would do is say, "Hey, I want a single security solution that works across all clouds", right? A concrete example of this would be secure software supply chain. This is probably one of the top ones that I hear when I talk to customers. How do I know that the software I'm building is truly what I expect it to be, and not something that some hacker has gotten into, and polluted with malicious code? And what they do is that, typically today, their teams have gone off and created individual secure software supply chain solutions for each cloud. So, now they could say, "Hey, I can take a single implementation and just have different endpoints." It could go to Google, or AWS, or on-prem, or wherever have you, right? So, that's the sort of architectural evolution that we're talking about. >> You know, one of the things we hear, Dave, you've been on theCUBE all the time, and we, when we talk privately with customers who are asking us like, what's, what's going on? They have the same complaint, "I don't want to build a team, a dev team, for that stack." So, if you go back to that slide again, you'll see that, that illustrates the tech stack for the clouds and the clouds at the bottom. So, the number one complaint we hear, and I want to get your reaction to that, "I don't want to have a team to have to work on that. So, I'm going to pick one and then have a hedge secondary one, as a backup." Here, that's one, that's four, five, eight, ten, ten environments. >> Yeah, I got a lot. >> That's going to be the reality, so, what's the technical answer to that? >> Yeah, well first of all, let me just say, this picture is again not totally representative of reality oftentimes, because while that picture shows a solution for every cloud, oftentimes that's not the case. Oftentimes it's a line of business going off, starting to use a new cloud. They might solve one or two things, but usually not security, usually not some of these other things, right? So, I think from a technical standpoint, where you want to get to is, yes, that sort of common service, with a common operational team behind it, that is trained on that, that can work across clouds. And that's really I think the important evolution here, is that you don't need to replicate these operational teams, one for each cloud. You can actually have them more focused across all those clouds. >> Yeah, in fact, we were commenting on the opening today. Dave and I were talking about the benefits of the cloud. It's heterogeneous, which is a good thing, but it's complex. There's skill gaps and skill required, but at the end of the day, self-service of the cloud, and the elastic nature of it makes it the benefit. So, if you try to create too many common services, you lose the value of the cloud. So, what's the trade off, in your mind right now as customers start to look at okay, identity, maybe I'll have one single sign on, that's an obvious one. Other ones? What are the areas people are looking at from a combination, common set of services? Where do they start? What's the choices? What are some of the trade offs? 'Cause you can't do it everything. >> No, it's a great question. So, that's actually a really good point and as I answer your question, before I answer your question, the important point about that, as you saw here, you know, across cloud services or these set of Cross-Cloud services, the things that comprise the Supercloud, at least in my view, the point is not necessarily to completely abstract the underlying cloud. The point is to give a business optionality and choice, in terms of what it wants to abstract, and I think that gets to your question, is how much do you actually want to abstract from the underlying cloud? Now, what I find, is that typically speaking, cloud choice is driven at least from a developer or app team perspective, by the best of breed services. What higher level application type services do you need? A database or AI, you know, ML systems, for your application, and that's going to drive your choice of the cloud. So oftentimes, businesses I talk to, want to allow those services to shine through, but for other things that are not necessarily highly differentiated and yet are absolutely critical to creating a successful application, those are things that you want to standardize. Again, like things like security, the supply chain piece, cost management, like these things you need to, and you know, things like cogs become really, really important when you start operating at scale. So, those are the things in it that I see people wanting to focus on. >> So, there's a majority model. >> Yes. >> All right, and we heard of earlier from Walmart, who's fairly, you know, advanced, but at the same time their supercloud is pretty immature. So, what are you seeing in terms of supercloud momentum, crosscloud momentum? What's the starting point for customers? >> Yeah, so it's interesting, right, on that that three-tiered journey that I talked about, this Cloud Smart notion is, that is adoption of what you might call a supercloud or architecture, and most folks aren't there yet. Even the really advanced ones, even the really large ones, and I think it's because of the fact that, we as an industry are still figuring this out. We as an industry did not realize this sort of Cloud Chaos state could happen, right? We didn't, I think most folks thought they could standardize on one cloud and that'd be it, but as time has shown, that's simply not the case. As much as one might try to do that, that's not where you end up. So, I think there's two, there's two things here. Number one, for folks that are early in to the cloud, and are in this Cloud Chaos phase, we see the path out through standardization of these cross-cloud services through adoption of this sort of supercloud architecture, but the other thing I think is particularly exciting, 'cause I talked to a number of of businesses who are not yet in the Cloud Chaos phase. They're earlier on in the cloud journey, and I think the opportunity there is that they don't have to go through Cloud Chaos. They can actually skip that whole phase if they adopt this supercloud architecture from the beginning, and I think being thoughtful around that is really the key here. >> It's interesting, 'cause we're going to hear from Ionis Pharmaceuticals later, and they, yes there are multiple clouds, but the multiple clouds are largely separate, and so it's a business unit using that. So, they're not in Cloud Chaos, but they're not tapping the advantages that you could get for best of breed across those business units. So, to your point, they have an opportunity to actually build that architecture or take advantage of those cross-cloud services, prior to reaching cloud chaos. >> Well, I, actually, you know, I'd love to hear from them if, 'cause you say they're not in Cloud Chaos, but are they, I mean oftentimes I find that each BU, each line of business may feel like they're fine, in of themselves. >> Yes, exactly right, yes. >> But when you look at it from an overall company perspective, they're like, okay, things are pretty chaotic here. We don't have standardization, I don't, you know, like, again, security compliance, these things, especially in many regulated industries, become huge problems when you're trying to run applications across multiple clouds, but you don't have any of those company-wide standardizations. >> Well, this is a point. So, they have a big deal with AstraZeneca, who's got this huge ecosystem, they want to start sharing data across those ecosystem, and that's when they will, you know, that Cloud Chaos will, you know, come, come to fore, you would think. I want to get your take on something that Bob Muglia said earlier, which is, he kind of said, "Hey Dave, you guys got to tighten up your definition a little bit." So, he said a supercloud is a platform that provides programmatically consistent services hosted on heterogeneous cloud providers. So, you know, thank you, that was nice and simple. However others in the community, we're going to hear from Dr. Nelu Mihai later, says, no, no, wait a minute, it's got to be an architecture, not a platform. Where do you land on this architecture v. platform thing? >> I look at it as, I dunno if it's, you call it maturity or just kind of a time horizon thing, but for me when I hear the word platform, I typically think of a single vendor. A single vendor provides this platform. That's kind of the beauty of a platform, is that there is a simplicity usually consistency to it. >> They did the architecture. (laughing) >> Yeah, exactly but I mean, well, there's obviously architecture behind it, has to be, but you as a customer don't necessarily need to deal with that. Now, I think one of the opportunities with Supercloud is that it's not going to be, or there is no single vendor that can solve all these problems. It's got to be the industry coming together as a community, inter-operating, working together, and so, that's why, for me, I think about it as an architecture, that there's got to be these sort of, well-defined categories of functionality. There's got to be well-defined interfaces between those categories of functionality to enable modularity, to enable businesses to be able to pick and choose the right sorts of services, and then weave those together into an overall supercloud. >> Okay, so you're not pitching, necessarily the platform, you're saying, hey, we have an architecture that's open. I go back to something that Vittorio said on August 9th, with the first Supercloud, because as well, remember we talked about abstracting, but at the same time giving developers access to those primitives. So he said, and this, I think your answer sort of confirms this. "I want to have my cake eat it too and not gain weight." >> (laughing) Right. Well and I think that's where the platform aspect can eventually come, after we've gotten aligned architecture, you're going to start to naturally see some vendors step up to take on some of the remaining complexity there. So, I do see platforms eventually emerging here, but I think where we have to start as an industry is around aligning, okay, what does this definition mean? What does that architecture look like? How do we enable interoperability? And then we can take the next step. >> Because it depends too, 'cause I would say Snowflake has a platform, and they've just defined the architecture, but we're not talking about infrastructure here, obviously, we're talking about something else. >> Well, I think that the Snowflake talks about, what he talks about, security and data, you're going to start to see the early movement around areas that are very spanning oriented, and I think that's the beginning of the trend and I think there's going to be a lot more, I think on the infrastructure side. And to your point about the platform architecture, that's actually a really good thought exercise because it actually makes you think about what you're designing in the first place, and that's why I want to get your reaction. >> Quote from- >> Well I just have to interrupt since, later on, you're going to hear from near Nir Zuk of Palo Alto Network. He says architecture and security historically, they don't go hand in hand, 'cause it's a big mess. >> It depends if you're whacking the mole or you actually proactively building something. Well Kit, I want to get your reaction from a quote from someone in our community who said about Supercloud, you know, "The Supercloud's great, there are issues around computer science rigors, and customer requirements." So, there's some issues around the science itself as well as not just listen to the customer, 'cause if that's the case, we'd have a better database, a better Oracle, right, so, but there's other, this tech involved, new tech. We need an open architecture with universal data modeling interconnecting among them, connectivity is a part of security, and then, once we get through that gate, figuring out the technical, the data, and the customer requirements, they say "Supercloud should be a loosely coupled platform with open architecture, plug and play, specialized services, ready for optimization, automation that can stand the test of time." What's your reaction to that sentiment? You like it, is that, does that sound good? >> Yeah, no, broadly aligns with my thinking, I think, and what I see from talking with customers as well. I mean, I like the, again, the, you know, listening to customer needs, prioritizing those things, focusing on some of the connective tissue networking, and data and some of these aspects talking about the open architecture, the interoperability, those are all things I think are absolutely critical. And then, yeah, like I think at the end. >> On the computer science side, do you see some science and engineering things that need to be engineered differently? We heard databases are radically going to change and that are inadequate for the new architecture. What are some of the things like that, from a science standpoint? >> Yeah, yeah, yeah. Some of the more academic research type things. >> More tech, or more better tech or is it? >> Yeah, look, absolutely. I mean I think that there's a bunch around, certainly around the data piece, around, you know, there's issues of data gravity, data mobility. How do you want to do that in a way that's performant? There's definitely issues around security as well. Like how do you enable like trust in these environments, there's got to be some sort of hardware rooted trusts, and you know, a whole bunch of various types of aspects there. >> So, a lot of work still be done. >> Yes, I think so. And that's why I look at this as, this is not a one year thing, or you know, it's going to be multi-years, and I think again, it's about all of us in the industry working together to come to an aligned picture of what that looks like. >> So, as the world's moved from private cloud to public cloud and now Cross-cloud services, supercloud, metacloud, whatever you want to call it, how have you sort of changed the way engineering's organized, developers sort of approached the problem? Has it changed and how? >> Yeah, absolutely. So, you know, it's funny, we at VMware, going through the same challenges as our customers and you know, any business, right? We use multiple clouds, we got a big, of course, on-prem footprint. You know, what we're doing is similar to what I see in many other customers, which, you see the evolution of a platform team, and so the platform team is really in charge of trying to develop a lot of these underlying services to allow our lines of business, our product teams, to be able to move as quickly as possible, to focus on the building, while we help with a lot of the operational overheads, right? We maintain security, compliance, all these other things. We also deal with, yeah, just making the developer's life as simple as possible. So, they do need to know some stuff about, you know, each public cloud they're using, those public cloud services, but at the same, time we can abstract a lot of the details they don't need to be in. So, I think this sort of delineation or separation, I should say, between the underlying platform team and the product teams is a very, very common pattern. >> You know, I noticed the four layers you talked about were observability, infrastructure, security and developers, on that slide, the last slide you had at the top, that was kind of the abstraction key areas that you guys at VMware are working? >> Those were just some groupings that we've come up with, but we like to debate them. >> I noticed data's in every one of them. >> Yeah, yep, data is key. >> It's not like, so, back to the data questions that security is called out as a pillar. Observability is just kind of watching everything, but it's all pretty much data driven. Of the four layers that you see, I take that as areas that you can. >> Standardize. >> Consistently rely on to have standard services. >> Yes. >> Which one do you start with? What's the, is there order of operations? >> Well, that's, I mean. >> 'Cause I think infrastructure's number one, but you had observability, you need to know what's going on. >> Yeah, well it really, it's highly dependent. Again, it depends on the business that we talk to and what, I mean, it really goes back to, what are your business priorities, right? And we have some customers who may want to get out of a data center, they want to evacuate the data center, and so what they want is then, consistent infrastructure, so they can just move those applications up to the cloud. They don't want to have to refactor them and we'll do it later, but there's an immediate and sort of urgent problem that they have. Other customers I talk to, you know, security becomes top of mind, or maybe compliance, because they're in a regulated industry. So, those are the sort of services they want to prioritize. So, I would say there is no single right answer, no one size fits all. The point about this architecture is really around the optionality of it, as it allows you as a business to decide what's most important and where you want to prioritize. >> How about the deployment models kit? Do, does a customer have that flexibility from a deployment model standpoint or do I have to, you know, approach it a specific way? Can you address that? >> Yeah, I mean deployment models, you're talking about how they how they consume? >> So, for instance, yeah, running a control plane in the cloud. >> Got it, got it. >> And communicating elsewhere or having a single global instance or instantiating that instance, and? >> So, that's a good point actually, and you know, the white paper that we released back in August, around this sort of concept, the Cross-cloud service. This is some of the stuff we need to figure out as an industry. So, you know when we talk about a Cross-cloud service, we can mean actually any of the things you just talked about. It could be a single instance that runs, let's say in one public cloud, but it supports all of 'em. Or it could be one that's multi-instance and that runs in each of the clouds, and that customers can take dependencies on whichever one, depending on what their use cases are or the, even going further than that, there's a type of Cross-cloud service that could actually be instantiated even in an air gapped or offline environment, and we have many, many businesses, especially heavily regulated ones that have that requirement, so I think, you know. >> Global don't forget global, regions, locales. >> Yeah, there's all sorts of performance latency issues that can be concerned about. So, most services today are the former, there are single sort of instance or set of instances within a single cloud that support multiple clouds, but I think what we're doing and where we're going with, you know, things like what we see with Kubernetes and service meshes and all these things, will better enable folks to hit these different types of cross-cloud service architectures. So, today, you as a customer probably wouldn't have too much choice, but where we're going, you'll see a lot more choice in the future. >> If you had to summarize for folks watching the importance of Supercloud movement, multi-cloud, cross-cloud services, as an industry in flexible, 'cause I'm always riffing on the whole old school network protocol stacks that got disrupted by TCP/IP, that's a little bit dated, we got people on the chat that are like, you know, 20 years old that weren't even born then. So, but this is a, one of those inflection points that's once in a generation inflection point, I'm sure you agree. What scoped the order of magnitude of the change and the opportunity around the marketplace, the business models, the technology, and ultimately benefits the society. >> Yeah. Wow. Getting bigger. >> You have 10 seconds, go. >> I know. Yeah. (laughing) No, look, so I think it is what we're seeing is really the next phase of what you might call cloud, right? This notion of delivering services, the way they've been packaged together, traditionally by the hyperscalers is now being challenged. and what we're seeing is really opening that up to new levels of innovation, and I think that will be huge for businesses because it'll help meet them where they are. Instead of needing to contort the businesses to, you know, make it work with the technology, the technology will support the business and where it's going. Give people more optionality, more flexibility in order to get there, and I think in the end, for us as individuals, it will just make for better experiences, right? You can get better performance, better interactivity, given that devices are so much of what we do, and so much of what we interact with all the time. This sort of flexibility and optionality will fundamentally better for us as individuals in our experiences. >> And we're seeing that with ChatGPT, everyone's talking about, just early days. There'll be more and more of things like that, that are next gen, like obviously like, wow, that's a fall out of your chair moment. >> It'll be the next wave of innovation that's unleashed. >> All right, Kit Colbert, thanks for coming on and sharing and exploring the Supercloud architecture, Cloud Chaos, the Cloud Smart, there's a transition progression happening and it's happening fast. This is the supercloud wave. If you're not on this wave, you'll be driftwood. That's a Pat Gelsinger quote on theCUBE. This is theCUBE Be right back with more Supercloud coverage, here in Palo Alto after this break. (upbeat music) (upbeat music continues)

(intro upbeat music) >> Hello everyone and welcome to our continued coverage of AWS re:Invent here on theCUBE. My name is Savannah Peterson and I am very excited about the conversation coming up. Not only are we joined by two brilliant minds in the cloud, one of them happens to be a CUBE alumni. Please welcome Mike from AMD and Ali from Dropbox. Ali, welcome back to the show, how you been? >> Thanks Savannah. I'm doing great and really excited to be back on theCUBE. It was great discussion last time and really excited for both re:Invent and also to see how this video turns out. >> Hey, that makes two of us and probably three of us. How are you doing today, Mike? >> Doing great. It's really nice to be getting back to in-person events again and to be out solving problems with customers and partners like Dropbox. >> I know, isn't it? We've all missed each other. Was a lonely couple of years. Mike, I'm going to open it up with you. I'm sure a lot of people are curious. What's new at AMD? >> Well, there's a lot that's new at AMD, so I'll share a subset of what's new and what we've been working on. We've expanded our global coverage in Amazon EC2 with new regions and instance types. So users can deploy any application pretty much anywhere AWS has a presence. Our partner ecosystems for solutions and services has expanded quite a bit. We're currently focused on enabling partners and solutions that focus on cloud cost optimization, modernizing infrastructure, and pushing performance to the limit, especially for HPC. But the biggest buzz, of course, is around AMD's new fourth generation of our EPYC CPU Genoa. It's the world's fastest data center CPU with transformative energy efficiency and that's a really interesting combination, highest performance and most efficient. So on launch day, AWS announced their plans to roll out AMD EPYC Genoa processor-based EC2 instances. So we're pretty excited about that and that's what we'll be working on in the near term. >> Wow, that's a big deal and certainly not a casual announcement. Obviously, power and efficiency hot topics here at re:Invent but also looking at the greater impact on the planet is a big conversation we've been having here as well. So this is exciting and timely and congratulations to you and the team on all that seems to be going on. Ali, what's going on at Dropbox? >> Yeah, thanks Savannah. The Q3 2022 was actually a very strong quarter for Dropbox during a very difficult macroeconomic backdrop. Our focus has continued to be on innovation and this is around both new products and also driving multi-product adoption which is paying a lot of dividends for us, so essentially, bringing products like Dropbox Sign, DocSend, Capture, and other exciting products to our customers. On the infra side, it's all about how do we scale our infrastructure to meet the business needs, right? How do we keep up with the accelerated growth during the pandemic and also leveraging both AMD and AWS for investments in our public cloud? >> Let's talk about the cloud a bit. You are both cloud experts and I'm glad that you brought that up. We'll keep it there with Ali. When, why, and how should users leverage public cloud? >> Yeah, so Dropbox is hybrid cloud which means we are running applications both in private and public cloud and within a unique position to leverage the best of both worlds. And Savannah, this is a decision we continue to reevaluate on a regular basis. And there are really three key factors that come into play here. First is scale and scale, are we operating at a scale where customization is cost-efficient for us? Next is uniqueness. Is our workload unique compared to what the public cloud supports? And lastly, innovation. Do we have the expertise to innovate faster than public cloud or not? So based on these three key factors, we try and balance all of them and then come up with the best option for us at Dropbox. And kind of elaborating over here, things like international storage, we're leveraging public cloud, things like AI and ML, we're leveraging public cloud, but when we talk about Magic Pocket, which is our multi-exabyte storage system, that has the scale which is why we are doing that on our own private cloud. >> Wow, I think you just gave everybody a fantastic framework for thinking about their decision matrix there if nothing else. Mike, is there anything that you'd like to add to that? Anything that AMD considers when contemplating public cloud versus private? >> Yeah, so there's really three main drivers that I see when users consider when, why, and how should they leverage public cloud. Three main drivers: establishing a global footprint, accelerating product release cycles, and efficiently rightsizing infrastructure. So customers looking to establish a global footprint often turn to public cloud deployments to quickly reach their clients in workforces around the world, most importantly with minimal capital expense. I understand Dropbox uses public cloud to establish their global presence scaling out from their core data centers in North America. And then a lot of industries have tremendous pressure to accelerate product release cycles. With public cloud, organizations can immediately deploy new applications without a long site and hardware acquisition cycle and then the associated ongoing maintenance and operational overhead. And the third thing is customers that need to rightsize and dynamically scale their infrastructure and application deployments are drawn to public cloud, for example, customers that have cyclical compute or application load peaks can efficiently deploy in the cloud without overdeploying their on-prem infrastructure for most of the year which is off-peak during those off-peak times. That infrastructure idle time is a waste of resources and OPEX. So scalable rightsizing draws a lot of users to cloud deployment. >> Yeah, wow. I think there's a lot of factors to consider but also it seems like a pretty streamlined process for navigating that or at least you two both made it sound that way. Another hot topic in the space right now is security. Mike, let's start with you a little bit. What are the most important security issues for AMD right now that you can talk about? >> Yeah, sure. So, well, first of all, AWS provides a wide variety of really good security services to protect customers that are working in the cloud. Like from a processor technology perspective, there's three main security aspects to consider, two of which are common practice today and one of which AMD brings significant differentiation and value. The first two are protecting data at rest and data in transit. And these two are part of the prevalent security models of today where AMD provides distinct value and differentiation is in protecting data in use. So EPYC Milan and Genoa processors support a function called SEV-SNP and this enables users to reside and their applications to reside within their own cryptographic context and environment with data integrity protection to accomplish what's called comprehensive confidential computing. Ethics confidential computing solution is hardware-based. So it's easy to leverage, there's no code rewrite required unlike comparable solutions that are software-based that require recoding to a proprietary SDK and come with a significant performance trade-off. So with EPYC processors, you can protect your data at rest, in transit, and most importantly, in use. >> Everybody needs to protect their data everywhere it is. So I love that. That's fantastic to hear and I'm sure gives your customers a lot of confidence. What about over at Dropbox? What security issues are you facing, Ali? >> Yeah, so the first company value at Dropbox is actually being worthy of trust, and what this really means from a security perspective is how do we keep all of our users content safe? And this means keeping everything down to all of the infrastructure hardware secure. So partnering with AMD, which is one of our strongest partners out there, the new security features that AMD have and the hardware are critical for us and we are able to take advantage of some of these best security practices within our compute infrastructure by leveraging AMD's secure ship architecture. >> How important, you just touched on it a little bit, and I want to ask, how important are partnerships like the one you have with each other as you innovate at scale? Ali, you're nodding, I'm going to go to you first. >> Yeah, so like I mentioned, the partnership with with AMD is one of the strongest that we have and it just goes beyond like a regular partnership where it's just buy and sell. We talk about technology together, we talk about innovation together, we talk about partnership together, and for us, as I look look at our hybrid cloud strategy, we would not be able to get the benefits in terms of efficiency, scale, or liability performance without having a strong partner like AMD. >> That's awesome. Mike, anything you want to add there? >> I'd reiterate some of what Ali had to say. One of my favorite parts about my job is getting together with partners and customers to figure out how to optimize their applications and deployments around the world to get the most efficient use of the cloud infrastructure for servers that are based on AMD technology. In many cases, we can find 10% or better performance or cost optimization by working closely with partners like Dropbox. And then in addition, if we keep in lock step together to look at what's coming on the roadmap, by the time the latest and greatest technology is finally deployed, our customers and our partners are ready to take advantage of it. So that's the fun part of the job and I really appreciate the Dropbox's cooperation, optimizing their infrastructure, and using AMD products >> Well, what a synergistic relationship of mutual admiration and support. We love to hear it here in the tech world. Mike, last question for you. What's next for AMD? >> Well, heading into 2023, considering the current challenge macroeconomic environment and geopolitical instability, doing more with less will be top of mind for many CFOs and CEOs in 2023. And AMD can help accomplish that. AMD's EPYC processors, leadership performance, and lower EC2 retail costs can help users reduce costs without impacting performance, or the flip side of that, they can scale capacity without increasing costs. And because of EPYC's higher core counts, really high core density, applications can be deployed with fewer servers or smaller instances that has both economic and environmental benefits that reduce usage costs as well as environmental impacts. And that allows customers to optimize their application and infrastructure spend. And then the second thing that I've seen over the last couple of years and I see this trajectory continuing is increased geographic distribution of our colleagues and workforces is here to stay, people work from everywhere. In modern cross platform, collaboration platforms, that bring teams, tools, and content together have a really important role to play to enable that new, more flexible style of working. And those tools need to be really agile and easy to use. I think Dropbox is really well positioned to enable this new style of working. AMD's really happy to work closely with Dropbox to enable these modern work styles, both on premises, hybrid, and fully in the public cloud. >> Well, it sounds like a very exciting and optimistically, bright future for you all at AMD. We love to hear that here at theCUBE. Ali, what about you? What is 2023 going to hold for Dropbox? >> Yeah, so I think we're going to continue on this journey of transformation where our focus is on new products and also multi-product adoption. And from a cloud perspective, how do we continue to evolve our hybrid cloud so that we remain a competitive advantage for our business and also for our customers? I think right now, Savannah, we're in a very unique position to utilize some of the best AMD technology that's out there and that's both on premise and in the cloud. Some of the AMD Epic processors delivered the performance that we need for our hybrid cloud and we want to continue to leverage these also in public cloud which is the EC2 instances that are powered by AMD in the long run. So overall, Dropbox is looking forward to continue to evaluate some of the AMD's Genoa CPUs that are coming out but also want to continue to grow our EC2 footprint powered by AMD in the long run. >> Fantastic. Well, it sounds like this second showing here on theCUBE is just the tee up for your third and we'll definitely have to have Mike back on for the second time around to hear how things are going. Thank you both so much for taking the time today to join me here. Mike and Ali, it was fantastic getting to chat to you and thank you to our audience for tuning into theCUBE's special coverage of AWS re:Invent. My name's Savannah Peterson and I hope we can learn together soon. (outro upbeat music)

>>Hey guys and girls, welcome back to Motor City, Lisa Martin here with John Furrier on the Cube's third day of coverage of Coon Cloud Native Con North America. John, we've had some great conversations over the last two and a half days. We've been talking about identity and security management as a critical need for enterprises within the cloud native space. We're gonna have another quick conversation >>On that. Yeah, we got a great segment coming up from someone who's been in the industry, a long time expert, running a great company. Now it's gonna be one of those pieces that fits into what we call super cloud. Others are calling cloud operating system. Some are calling just Cloud 2.0, 3.0. But there's definitely a major trend happening around how cloud is going Next generation. We've been covering it. So this segment should be >>Great. Let's unpack those trends. One of our alumni is back with us, O Rika Zi, co-founder and CEO of Aerio. Omri. Great to have you back on the >>Cube. Thank you. Great to be here. >>So identity move to the cloud, Access authorization did not talk to us about why you found it assertive, what you guys are doing and how you're flipping that script. >>Yeah, so back 15 years ago, I helped start Azure at Microsoft. You know, one of the first few folks that you know, really focused on enterprise services within the Azure family. And at the time I was working for the guy who ran all of Windows server and you know, active directory. He called it the linchpin workload for the Windows Server franchise, like big words. But what he meant was we had 95% market share and all of these new SAS applications like ServiceNow and you know, Workday and salesforce.com, they had to invent login and they had to invent access control. And so we were like, well, we're gonna lose it unless we figure out how to replace active directory. And that's how Azure Active Directory was born. And the first thing that we had to do as an industry was fix identity, right? Yeah. So, you know, we worked on things like oof Two and Open, Id Connect and SAML and Jot as an industry and now 15 years later, no one has to go build login if you don't want to, right? You have companies like Odd Zero and Okta and one login Ping ID that solve that problem solve single sign-on, on the web. But access Control hasn't really moved forward at all in the last 15 years. And so my co-founder and I who were both involved in the early beginnings of Azure Active directory, wanted to go back to that problem. And that problem is even bigger than identity and it's far from >>Solved. Yeah, this is huge. I think, you know, self-service has been a developer thing that's, everyone knows developer productivity, we've all experienced click sign in with your LinkedIn or Twitter or Google or Apple handle. So that's single sign on check. Now the security conversation kicks in. If you look at with this no perimeter and cloud, now you've got multi-cloud or super cloud on the horizon. You've got all kinds of opportunities to innovate on the security paradigm. I think this is kind of where I'm hearing the most conversation around access control as well as operationally eliminating a lot of potential problems. So there's one clean up the siloed or fragmented access and two streamlined for security. What's your reaction to that? Do you agree? And if not, where, where am I missing that? >>Yeah, absolutely. If you look at the life of an IT pro, you know, back in the two thousands they had, you know, l d or active directory, they add in one place to configure groups and they'd map users to groups. And groups typically corresponded to roles and business applications. And it was clunky, but life was pretty simple. And now they live in dozens or hundreds of different admin consoles. So misconfigurations are rampant and over provisioning is a real problem. If you look at zero trust and the principle of lease privilege, you know, all these applications have these course grained permissions. And so when you have a breach, and it's not a matter of if, it's a matter of when you wanna limit the blast radius of you know what happened, and you can't do that unless you have fine grained access control. So all those, you know, all those reasons together are forcing us as an industry to come to terms with the fact that we really need to revisit access control and bring it to the age of cloud. >>You guys recently, just this week I saw the blog on Topaz. Congratulations. Thank you. Talk to us about what that is and some of the gaps that's gonna help sarto to fill for what's out there in the marketplace. >>Yeah, so right now there really isn't a way to go build fine grains policy based real time access control based on open source, right? We have the open policy agent, which is a great decision engine, but really optimized for infrastructure scenarios like Kubernetes admission control. And then on the other hand, you have this new, you know, generation of access control ideas. This model called relationship based access control that was popularized by Google Zanzibar system. So Zanzibar is how they do access control for Google Docs and Google Drive. If you've ever kind of looked at a Google Doc and you know you're a viewer or an owner or a commenter, Zanzibar is the system behind it. And so what we've done is we've married these two things together. We have a policy based system, OPPA based system, and at the same time we've brought together a directory, an embedded directory in Topaz that allows you to answer questions like, does this user have this permission on this object? And bringing it all together, making it open sources a real game changer from our perspective, real >>Game changer. That's good to hear. What are some of the key use cases that it's gonna help your customers address? >>So a lot of our customers really like the idea of policy based access management, but they don't know how to bring data to that decision engine. And so we basically have a, you know, a, a very opinionated way of how to model that data. So you import data out of your identity providers. So you connect us to Okta or oze or Azure, Azure Active directory. And so now you have the user data, you can define groups and then you can define, you know, your object hierarchy, your domain model. So let's say you have an applicant tracking system, you have nouns like job, you know, know job descriptions or candidates. And so you wanna model these things and you want to be able to say who has access to, you know, the candidates for this job, for example. Those are the kinds of rules that people can express really easily in Topaz and in assertive. >>What are some of the challenges that are happening right now that dissolve? What, what are you looking at to solve? Is it complexity, sprawl, logic problems? What's the main problem set you guys >>See? Yeah, so as organizations grow and they have more and more microservices, each one of these microservices does authorization differently. And so it's impossible to reason about the full surface area of, you know, permissions in your application. And more and more of these organizations are saying, You know what, we need a standard layer for this. So it's not just Google with Zanzibar, it's Intuit with Oddy, it's Carta with their own oddy system, it's Netflix, you know, it's Airbnb with heed. All of them are now talking about how they solve access control extracted into its own service to basically manage complexity and regain agility. The other thing is all about, you know, time to market and, and tco. >>So, so how do you work with those services? Do you replace them, you unify them? What is the approach that you're taking? >>So basically these organizations are saying, you know what? We want one access control service. We want all of our microservices to call that thing instead of having to roll out our own. And so we, you know, give you the guts for that service, right? Topaz is basically the way that you're gonna go implement an access control service without having to go build it the same way that you know, large companies like Airbnb or Google or, or a car to >>Have. What's the competition look like for you guys? I'm not really seeing a lot of competition out there. Are there competitors? Are there different approaches? What makes you different? >>Yeah, so I would say that, you know, the biggest competitor is roll your own. So a lot of these companies that find us, they say, We're sick and tired of investing 2, 3, 4 engineers, five engineers on this thing. You know, it's the gift that keeps on giving. We have to maintain this thing and so we can, we can use your solution at a fraction of the cost a, a fifth, a 10th of what it would cost us to maintain it locally. There are others like Sty for example, you know, they are in the space, but more in on the infrastructure side. So they solve the problem of Kubernetes submission control or things like that. So >>Rolling your own, there's a couple problems there. One is do they get all the corner cases who built a they still, it's a company. Exactly. It's heavy lifting, it's undifferentiated, you just gotta check the box. So probably will be not optimized. >>That's right. As Bezo says, only focus on the things that make your beer taste better. And access control is one of those things. It's part of your security, you know, posture, it's a critical thing to get right, but you know, I wanna work on access control, said no developer ever, right? So it's kind of like this boring, you know, like back office thing that you need to do. And so we give you the mechanisms to be able to build it securely and robustly. >>Do you have a, a customer story example that is one of your go-tos that really highlights how you're improving developer productivity? >>Yeah, so we have a couple of them actually. So there's the largest third party B2B marketplace in the us. Free retail. Instead of building their own, they actually brought in aer. And what they wanted to do with AER was be the authorization layer for both their externally facing applications as well as their internal apps. So basically every one of their applications now hooks up to AER to do authorization. They define users and groups and roles and permissions in one place and then every application can actually plug into that instead of having to roll out their own. >>I'd like to switch gears if you don't mind. I get first of all, great update on the company and progress. I'd like to get your thoughts on the cloud computing market. Obviously you were your legendary position, Azure, I mean look at the, look at the progress over the past few years. Just been spectacular from Microsoft and you set the table there. Amazon web service is still, you know, thundering away even though earnings came out, the market's kind of soft still. You know, you see the cloud hyperscalers just continuing to differentiate from software to chips. Yep. Across the board. So the hyperscalers kicking ass taking names, doing great Microsoft right up there. What's the future? Cuz you now have the conversation where, okay, we're calling it super cloud, somebody calling multi-cloud, somebody calling it distributed computing, whatever you wanna call it. The old is now new again, it just looks different as cloud becomes now the next computer industry, >>You got an operating system, you got applications, you got hardware, I mean it's all kind of playing out just on a massive global scale, but you got regions, you got all kinds of connected systems edge. What's your vision on how this plays out? Because things are starting to fall into place. Web assembly to me just points to, you know, app servers are coming back, middleware, Kubernetes containers, VMs are gonna still be there. So you got the progression. What's your, what's your take on this? How would you share, share your thoughts to a friend or the industry, the audience? So what's going on? What's, what's happening right now? What's, what's going on? >>Yeah, it's funny because you know, I remember doing this quite a few years ago with you probably in, you know, 2015 and we were talking about, back then we called it hybrid cloud, right? And it was a vision, but it is actually what's going on. It just took longer for it to get here, right? So back then, you know, the big debate was public cloud or private cloud and you know, back when we were, you know, talking about these ideas, you know, we said, well you know, some applications will always stay on-prem and some applications will move to the cloud. I was just talking to a big bank and they basically said, look, our stated objective now is to move everything we can to the public cloud and we still have a large private cloud investment that will never go away. And so now we have essentially this big operating system that can, you know, abstract all of this stuff. So we have developer platforms that can, you know, sit on top of all these different pieces of infrastructure and you know, kind of based on policy decide where these applications are gonna be scheduled. So, you know, the >>Operating schedule shows like an operating system function. >>Exactly. I mean like we now, we used to have schedulers for one CPU or you know, one box, then we had schedulers for, you know, kind of like a whole cluster and now we have schedulers across the world. >>Yeah. My final question before we kind of get run outta time is what's your thoughts on web assembly? Cuz that's getting a lot of hype here again to kind of look at this next evolution again that's lighter weight kind of feels like an app server kind of direction. What's your, what's your, it's hyped up now, what's your take on that? >>Yeah, it's interesting. I mean back, you know, what's, what's old is new again, right? So, you know, I remember back in the late nineties we got really excited about, you know, JVMs and you know, this notion of right once run anywhere and yeah, you know, I would say that web assembly provides a pretty exciting, you know, window into that where you can take the, you know, sandboxing technology from the JavaScript world, from the browser essentially. And you can, you know, compile an application down to web assembly and have it real, really truly portable. So, you know, we see for example, policies in our world, you know, with opa, one of the hottest things is to take these policies and can compile them to web assemblies so you can actually execute them at the edge, you know, wherever it is that you have a web assembly runtime. >>And so, you know, I was just talking to Scott over at Docker and you know, they're excited about kind of bringing Docker packaging, OCI packaging to web assemblies. So we're gonna see a convergence of all these technologies right now. They're kind of each, each of our, each of them are in a silo, but you know, like we'll see a lot of the patterns, like for example, OCI is gonna become the packaging format for web assemblies as it is becoming the packaging format for policies. So we did the same thing. We basically said, you know what, we want these policies to be packaged as OCI assembly so that you can sign them with cosign and bring the entire ecosystem of tools to bear on OCI packages. So convergence is I think what >>We're, and love, I love your attitude too because it's the open source community and the developers who are actually voting on the quote defacto standard. Yes. You know, if it doesn't work, right, know people know about it. Exactly. It's actually a great new production system. >>So great momentum going on to the press released earlier this week, clearly filling the gaps there that, that you and your, your co-founder saw a long time ago. What's next for the assertive business? Are you hiring? What's going on there? >>Yeah, we are really excited about launching commercially at the end of this year. So one of the things that we were, we wanted to do that we had a promise around and we delivered on our promise was open sourcing our edge authorizer. That was a huge thing for us. And we've now completed, you know, pretty much all the big pieces for AER and now it's time to commercially launch launch. We already have customers in production, you know, design partners, and you know, next year is gonna be the year to really drive commercialization. >>All right. We will be watching this space ery. Thank you so much for joining John and me on the keep. Great to have you back on the program. >>Thank you so much. It was a pleasure. >>Our pleasure as well For our guest and John Furrier, I'm Lisa Martin, you're watching The Cube Live. Michelle floor of Con Cloud Native Con 22. This is day three of our coverage. We will be back with more coverage after a short break. See that.

>> All right, we'll be back in a moment. We'll have Stephen Manly, the CTO, and Anjan Srinivas, the GM and VP of Product Management will join me. You're watching theCUBE, the leader in high tech enterprise coverage. >> Ransomware is top of mind for everyone. The attacks are becoming more frequent and more sophisticated. It's a problem you can't solve alone anymore. Ransomware is built to exploit weaknesses in your backup solution, destroying data and your last line of defense. With many vendors, it can take a lot of effort and configuration to ensure your backup environment is secure. Criminals also know that it's easy to fall behind on best practices like vulnerability scans, patches and updates. In fact, 42% of vulnerabilities are exploited after a patch has been released. After an attack, recovery can be a long and manual process that still may not restore clean or complete data. The good news is that you can keep your data safe and recover faster with the Druva data resiliency cloud on your side. The Druva platform functions completely in the cloud with no hardware, software, operating system, or complex configurations. Which means there are none of the weaknesses that ransomware commonly uses to attack backups. Our software is a service model delivers 24/7 365 fully managed security operations for your backup environment. We handle all the vulnerability scans, patches and upgrades for you. Druva also makes zero trust security easy with built in multi-factor authentication, single sign on and roll based access controls. In the event of an attack, Druva helps you stop the spread of ransomware and quickly understand what went wrong with built in access insights and anomaly detection. Then you can use industry first tools and services to automate the recovery of clean unencrypted data from the entire timeframe of the attack. Cyber attacks are a major threat, but you can make protection and recovery easy with Druva. (upbeat music) >> Welcome back everyone to theCUBE special presentation with Druva on Why Ransomware Isn't Your Only Problem. I'm John Furrier, host of theCUBE. Our next guest are Stephen Manly's, Chief Technology Officer of Druva and Anjan Srinivas, who is the general manager and Vice President of Product Management at Druva. Gentleman, you got the keys to the kingdom, the technology, ransomware, data resilience. This is the topic the IDC white paper that you guys put together with IDC really kind of nails it out. I want to get into it right away. Welcome to this segment, I really appreciate it. Thanks for coming on. >> Great to be here John. >> So what's your thoughts on the survey's conclusion, obviously, the resilience is huge. Ransomware continues to thunder away at businesses and causes a lot of problems. Disruption, I mean, it's endless ransomware problems. What's your thoughts on the conclusion? >> So I'll say the thing that pops out to me is on the one hand everybody who sees the survey, who reads it's is going to say, well, that's obvious. Of course, ransomware continues to be a problem. Cyber resilience is an issue that's plaguing everybody. But I think when you dig deeper and there's a lot of subtleties to look into. But one of the things that I hear on a daily basis from the customers is it's because the problem keeps evolving. It's not as if the threat was a static thing to just be solved and you're done. Because the threat keeps evolving, it remains top of mind for everybody because it's so hard to keep up with what's happening in terms of the attacks. >> And I think the other important thing to note, John, is that people are grappling with this ransomware attack all of a sudden where they were still grappling with a lot of legacy in their own environment. So they were not prepared for the advanced techniques that these ransomware attackers were bringing to market. It's almost like these ransomware attackers had a huge leg up in terms of technology that they had in their favor while keeping the lights on was keeping it ideally from all the tooling that needed to do. A lot of people are even still wondering when that happens next time what do I even do? So clearly not very surprising. Clearly I think it's here to stay. And I think as long as people don't retool for a modern era of data management, this is going to stay this way. >> Yeah, I mean, I hear this whole time in our CUBE conversations with practitioners. It's kind of like the security program, give me more tools I'll buy anything that comes in the market, I'm desperate. There's definitely attention, but it doesn't seem like people are satisfied with the tooling that they have. Can you guys share kind of your insights into what's going on in the product side because people claim that they have tools at fine points of recovery opportunities but they can't get there. So it seems to be that there's a confidence problem here in the market. How do you guys see that? Because I think this is where the rubber meets the road with ransomware 'cause it is a moving train, it's always changing but it doesn't seem as confidence. Can you guys talk about that? What's your reaction? >> Yeah, let me jump in first and Stephen can add to it. What happens is I think this is a panic buying and they have accumulated this tooling now just because somebody said it could solve your problem. But they haven't had a chance to take a relook from a ground up perspective to see where are the bottlenecks, where are the vulnerabilities and which tooling set needs to lie where, where does the logic need to reside. And what at Druva of we are watching people do and people do it successfully, is that as they have adopted Druva technology which is ground up built for the cloud, and really built in a way which is driven at a data insight level where we have people even monitoring our service for anomalies and activities that are suspicious. We know where we need to play a role in really kind of mitigating this ransomware. And then there is a whole plethora of ecosystem players that kind of combine to really really finish the story so to say, right? So I think this has been a panic buying situation. This is like, get me any help you can give me. And I think as this settles down and people really understand that longer term as they really build out a true defense mechanism, they need to think really ground up. They will start to really see the value of technologies like Druva and try to identify the right set of ecosystem to really bring together to solve it meaningfully. >> I was going to say I mean, one of the really interesting things in this survey for me and for a moment, little more than a moment it made me think was the large number of respondents who said, I've got a really efficient well run back up environment. Who then on basically the next question said, and I have no confidence that I can recover from a ransomware attack. And you scratch your head and you think, well, if your backup environment is so good, why do you have such low confidence? And I think that's the moment when we dug deeper and we realized, if you've got a traditional architecture and let's face it, the disbase architecture has been around for almost two decades now in terms of disbased backup. You can have that tune to the help, that can be running as efficiently as you want it. But it was built before the ransomware attacks, before all these cyber issues really started hitting companies. And so I have this really well run traditional backup environment that is not at all built for these modern threat vectors. And so that's really why customers are saying, I'm doing the best I can, but as Anjan pointed out, the architecture, the tooling isn't there to support what problems I need to solve today. >> Well, that's a great point. And before we get into the customer side I want to get to in second. I interviewed Jaspreet, the founded and CEO many years ago even before the pandemic and you mentioned modern. You guys have always had the cloud with Druva, this is huge. Now that you're past the pandemic, what is that modern cloud edge that you guys have? Because that's a great point. A lot of stuff was built kind of back up and recovery bolted on, not really kind of designed into the current state of the infrastructure and the cloud native application modern environment we're seeing right now is a huge issue. >> I think to me there's three things that come up over and over and over again as we talk to people in terms of being built in cloud, being cloud native, why isn't an advantage? The first one is security and ransomware. And we can go deeper but the most obvious one that always comes up is every single backup you do with Druva is air gapped, offsite, managed under a separate administrative domain so that you're not retrofitting any sort of air gap network and buying another appliance or setting up your own cloud environment to manage this. Every backup is ransomware protected, guaranteed. I think the second advantage is the scalability. And this certainly plays into account as your business grows or in some cases as you shrink or repurpose workloads you're only paying for what you use. But it also plays a big role again when you start thinking of ransomware recoveries because we can scale your recovery in cloud on premises as much or as little as you want. And then I think the third one is we're seeing basically things evolving, new workloads, data sprawl, new threat vectors. And one of the nice parts of being SaaS service in the cloud is you're able to roll out new functionality every two weeks and there's no upgrade cycle, there's no waiting. The customer doesn't have to say, wow, I need it six months in the lab before I upgrade it and it's an 18 month, 24 month cycle before the functionality releases. You're getting it every two weeks and it's backed by Druva to make sure it works. >> That says it. Anjan, you got the product side, it's a challenging job 'cause you have so many customers asking for things probably on the roadmap you probably go hour for that one. But I want to get your thoughts on what you're hearing and seeing from customers. we just reviewed the IDC with Phil. How are you guys responding to your customer's needs? Because it seems that it's highly accelerated probably on the feature request, but also structurally as as ransomware continues to evolve. What are you hearing, what's the key customer need? How are you guys responding? >> Yeah, actually I have two things that I hear very clearly when I talk to customers. One, I think after listening to their security problems and their vulnerability challenges because we see customers and help customers who are getting challenged by ransomware on a weekly basis. And what I find that this problem is not just a technology problem, it's an operating model problem. So in order to really secure themselves, they need a security operating model and a lot of them haven't figured out that security operating model in totality. Now, where we come in as Druva is that we are providing them the cloud operating model and a data protection operating model combined with a data insights operating model which all fit into their overall security operating model that they are really owning and they need to manage and operate. Because this is just not about a piece of technology. On top of that, I think our customers are getting challenged by all the same challenges of not just spending time on keeping the lights on, but innovating faster with less. And that has been this age old problem, do more with less. But in this whole, they're like trying to innovate we're in the middle of the war so to say, right? The war is happening, they're getting attacked, but there's also net new shadow IT challenges that's forcing them to make sure that they can manage all the new applications that are getting developed in the cloud. There is thousands of SaaS applications that they're consuming not knowing which data is critical to their success and which ones to protect and govern and secure. So all of these things are coming at them at 100 miles per hour while they're just trying to live one day at a time. And unless they really develop this overall security operating model helped by cloud native technologies like Druva that is really providing them a true cloud native model of really giving like a touchless and an invisible protection infrastructure not just beyond backups, beyond just the data protection that we all know of into this kind of this mindset of kind of being able to look at where each of those functionalities need to lie. That's where I think they're grappling with. Now Druva is clearly helping them with keep up to pace with the public cloud innovations that they need to do and how to protect data. We just launched our EC2 offering to protect EC2 virtual machines back in AWS. And we are going to be continuing to evolve that to further many services that public cloud software 'cause our customers are really kind of consuming them at breakneck speed. >> So the new workloads, the new security capabilities. Love that, good call out there. Stephen there's still the issue of the disruption side of it. You guys have a guarantee, there's a cost to ownership as you get more tools. Can you talk about that angle of it? Because you got new workloads, you got the new security needs, what's the disruption impact? Because you won't avoid that, how much is it going to cost you? And you guys have this guarantee, can you explain that? >> Yeah, absolutely. So Druva launched our $10 million data resiliency guarantee. And for us, there were really two key parts to this. The first obviously is $10 million means that, again, we're willing to put our money where our mouth is and that's a big deal, right? That we're willing to back this with the guarantee. But then the second part and this is the part that I think reflects that sort of model that Anjan was talking about. We sort of look at this and we say, the goal of Druva is to do the job of protecting and securing your data for you. So that you as a customer don't have to do it anymore. And so the guarantee actually protects you against multiple types of risks all with SLAs. So everything from your data is going to be recoverable in the case of a ransomware attack. Okay, that's good. Of course, for it to be recoverable we're also guaranteeing your backup success rate. We're also guaranteeing the availability of the service. We're guaranteeing that the data that we're storing for you can't be compromised or leaked externally. And we're guaranteeing the long term durability of the data so that if you back up with us today and you need to recover it 30 years from now, that data is going to be recovered. So we wanted to really attack the end to end risks that affect our customers. Cybersecurity is a big deal but it is not the only problem out there. And the only way for this to work is to have a service that can provide you SLAs across all of the risks because that means, again, as a SaaS vendor, we're doing the job for you so you're buying results as opposed to technology. >> That's great point. Ransomware isn't the only problem, that's the title of this presentation. But it's a big one and people concerned about it so great stuff. And the last five minutes guys if you don't mind, I'd love to have you share what's on the horizon for Druva. You mentioned the new workloads Anjan, you mentioned this new security hearing shift left, DevOps is now the developer model, they're running IT. Yet data and security teams now stepping in and trying to be as high velocity as possible for the developers and enterprises. What's on the horizon for Druva? What trends is the company watching and how are you guys putting that together to stay ahead in the marketplace and the competition? >> I think listening to our customers, what we realize is they need help with the public cloud number one. I think that's a big wave of consumption. People are consolidating their data centers moving to the public cloud. They need help in expanding data protection which becomes the basis of a lot of the security operating model that I talked about. They need that first from Druva before they can start to get into much more advanced level of insights and analytics on that data to protect themselves and secure themselves and do interesting things with that data. So we are expanding our coverage on multiple fronts there. The second key thing is to really bring together a very insightful presentation layer which I think is very unique to Druva because only we can look at multiple tenants, multiple customers because we are a SaaS vendor. And look at insights and give them best practices and guidances and analytics that nobody else can give. There's no silo anymore because we are able to take a good big vision view and now help our customers with insights that otherwise that information map is completely missing. So we are able to guide them down a path where they can optimize which workloads need what kind of protection and then how to secure them. So that is the second level of insights and analytics that we are building. And there's a whole plethora of security offerings that we are going to build all the way from a feature level where we have things like recycle bin that's already available to our customers today to prevent any anomalous behavior and attacks that would delete their backups and then they still have a way to recover from it. But also things to curate and get back to that point in time where it is safe to recover and help them with a sandbox which they can recover confidently knowing it's not going to jeopardize them again and reinfect the whole environment again. So there's a whole bunch of things coming, but the key themes are public cloud, data insights and security. And that's where my focus is to go and get those features delivered. And Stephen can add a few more things around services that Stephen is looking to build and launch. >> Sure. So John, I think one of the other areas that we see just an enormous groundswell of interest. So public cloud is important, but there are more and more organizations that are running hundreds if not thousands of SaaS applications. And a lot of those SaaS applications have data. So there's the obvious things like Microsoft 365, Google Workspace, but we're also seeing a lot of interest in protecting Salesforce. Because if you think about it, if someone deletes some really important records in Salesforce, that's actually kind of the record of your business. And so we're looking at one more SaaS application protection and really getting deep in that application awareness. It's not just about backup and recovery. When you look at something like a Salesforce or something like a Microsoft 365, you do want to look into sandboxing, you want to look into long term archival. Because this is the new record of the business, what used to be in your on-premises databases that all lives in cloud and SaaS applications now. So that's a really big area of investment for us. The second one, just to echo what Anjan said is, one of the great things of being a SaaS provider is I have metadata that spans across thousands of customers and tens of billions of backups a year. And I'm tracking all sorts of interesting information that is going to enable us to do things like make backups more autonomous. So that customers, again, I want to do the job for them, we'll do all the tuning, we'll do all the management for them. To be able to better detect ransomware attacks, better respond to ransomware attacks because we're seeing across the globe. And then of course, being able to give them more insight into what's happening in their data environment so they can get a better security posture before any attack happens. Because let's face it, if you can set your data up more cleanly, you're going to be a lot less worried and a lot less exposed when that attack happens. So we want to be able to again, cover those SaaS applications in addition to the public cloud. And then we want to be able to use our metadata and use our analytics and use this massive pipeline we've got to deliver value to our customers. Not just charts and graphs, but actual services that enable them to focus their attention on other parts of the business. >> That's great stuff, Anjan. >> And remember John, I think all this while keeping things really easy to consume, consumer grade UI, APIs. And during the power of SaaS as a service simplicity to kind of continue on amongst kind of keeping these complex technologies together. >> Anjan, that's a great call out. I was going to mention ease of use and self-service, big part of the developer and IT experience expected it's a table stakes, love the analytic angle. I think that brings the scale to the table and faster time to value to get to learn best practices. But at the end of the day, automation, cross cloud protection and security to protect and recover. This is huge and this is a big part of not only just protecting against ransomware and other things, but really being fast and being agile. So really appreciate the insights. Thanks for sharing on this segment, really under the hood and really kind of the value of the product. Thanks for coming on, appreciate it. >> Thank you very much. >> Okay, there it is. You got the experts talk about the hood, the product, the value, the future of what's going on with Druva and the future of cloud native protecting and recovering. This is what it's all about. It's not just ransomware they have to worry about. In a moment, Dave Allante will give you some closing thoughts on the subject here. You're watching theCUBE, the leader in high tech enterprise coverage. >> As organizations migrate their business processes to multi-cloud environments, they still face numerous threats and risks of data loss. With a growing number of cloud platforms and fragmented applications, it leads to an increase in data silos, sprawl and management complexity. As workloads become more diverse, it's challenging to effectively manage data growth, infrastructure, and resource costs across multiple cloud deployments. Using numerous backup vendor solutions for multiple cloud platforms can lead to management complexity. More importantly, the lack of centralized visibility and control can leave you exposed to security vulnerabilities, including ransomware that can cripple your business. The Druva data resiliency cloud is the only 100% SaaS data resiliency platform that provides centralized, secure air gapped and immutable backup and recovery. With Druva, your data is safe with multiple layers of protection and is ready for fast recovery from cyber attacks, data corruption, or accidental data loss. Through a simple, easy to manage platform, you can seamlessly protect fragmented, diverse data at scale, across public clouds and your business critical SaaS applications. Druva is the only 100% SaaS vendor that can manage, govern, and protect data across multiple clouds and business critical SaaS applications. It supports not just backup up and recovery, but also data resiliency across high value use cases such as e-discovery, sensitive data governance, ransomware and security. No other vendor can match Druva for customer experience, infinite scale, storage optimization, data immutability and ransomware protection. The Druva data resiliency cloud, your data always safe, always ready. Visit druva.com today to schedule a free demo. (upbeat music) >> One of the big takeaways from today's program is that in the scramble to keep business flowing over the past two plus years, a lot of good technology practices have been put into place. But there's much more work to be done, specifically because the frequency of attacks is on the rise and the severity of lost, stolen or inaccessible data is so much higher today. Business resilience must be designed into architectures and solutions from the start. It cannot be an afterthought. Well, actually it can be, but you won't be happy with the results. Now, part of the answer is finding the right partners, of course, but it also means taking a systems view of your business, understanding the vulnerabilities and deploying solutions that can balance cost efficiency with appropriately high levels of protection, flexibility, and speed/accuracy of recovery. We hope you found today's program useful and informative. Remember, this session is available on demand in both its full format and the individual guest segments. All you got to do is go to thecube.net and you'll see all the content. Or you can go to druva.com. There are tons of resources available including analyst reports, customer stories. There's this cool TCO calculator. You can find out what pricing looks like and lots more. Thanks for watching Why Ransomware Isn't Your Only Problem made possible by Druva. A collaboration with IDC and presented by theCUBE, your leader in enterprise and emerging tech coverage. (upbeat music)

>>Hey everyone. Welcome to the cubes presentation of the AWS startup showcase. This is season two, episode four of our ongoing series that features exciting startups within the AWS ecosystem. This episode's theme, cybersecurity protect and detect against threats. I'm your host, Lisa Martin, and I'm pleased to welcome back. One of our alumni chase joins me the principal strategist at jump cloud chase. It's great to have you back on the >>Perfect Michael, thank you so much for having me again, >>Tell the audience just a little quick refresher on jump cloud, open directory platform. We just give them that little bit of context. >>You bet. So jump cloud provides an open directory platform and what we mean by that is we help manage all of your employees, identities, the devices that they operate on, and then all the access that they need in order to get their work done in a modern it environment. >>So from a target, a market segment perspective, this is really targeted at small medium enterprise SMEs managed security providers. MSPs, talk to me a little bit about that and some of the what's in it for me, for those folks. >>Yeah, absolutely. And when we are thinking about specifically within that market, so small, medium enterprises and the it, or the managed service providers that help support those organizations, there's a lot of different technologies that you use in order to make sure that you have a secure organization. And within that group specifically, there's a lot less of a luxury right of an enterprise budget or kind of all these different personnel that you might have available to you. And it's really kind of down to maybe one team or just a couple folks or just one person wearing a lot of different hats. And so we've designed the open directory platform to help accommodate for a lot of those different pieces where we're bringing in multiple different types of technologies from identity access management, device management and MDM, MFA access through single sign on all of those different pieces and more that help kind of come into one platform. >>So not only do you have all the technology there at your disposable, but also all the visibility and analytics of folks that are getting in and just trying to get their job done. But now all of those pieces are, are consolidated into one platform and it really helps support a lot of those organizations, right? And keep in mind, you know, small, medium businesses are the most common businesses, not everyone's coming in from an enterprise. And so here we're able to layer on levels of security and making sure that you have best practices, no matter what size you're operating in. >>So consolidating it management, securing employees, access to a variety of it. Resources is really kind of in a nutshell. >>Absolutely. And just making sure that you're combining that combination of securely accessing all the things that you need, but also making sure that from an end user perspective, it's really easy and you have all those things kind of built in from the get go. >>So how are SSEs and MSPs leveraging jump cloud right now? What are some of the outcomes that you are helping them to achieve? Anything stand out to you? >>I think there's a couple different areas that we help support organizations. One is you can think about just the whole employee life cycle. So when, when someone joins an organization from onboarding, you know, where does that identity come from? How can we make sure that they're productive, you know, effective human beings as they come into it, but then the whole life cycle, as they're accessing or changing resources within their role, all the way to the end, where they might be leaving the organization and we can securely off board that person. And so that whole flow that you might have from an organization standpoint is one aspect. Another area is as companies continue to grow, they might be going after, you know, maybe audits, level compliance, other pieces that might help them grow. And there's a lot of layers that you need to think about or different types of technologies and processes to have those certifications and credentials. >>And so we help support those organizations again, by consolidating all those different technologies into one spot. It makes it a lot easier for people to get up to par in how they think that their security standards should be set within an organization. And finally too, I'd say just ease of mind. There's a lot of pieces when you're thinking about, you know, where people might be coming in from how do I get visibility into all those different aspects? And when you have all that under one roof, it adds a lot of, I'd say, you know, less mental stress in terms of one, how all those technologies should be working together effectively, also securely, but then also making sure that you have time in the day to tackle big projects and let some of the, let's say, run rate security out of the way. >>Yeah. That's really important to be able to assign resources that are able to make the biggest impact across the organization, moving things off the plate that are not necessary or more mundane twice a year. I understand jump cloud does a survey with SMEs where you really are aimed at understanding kind of where they are in the market today, their concerns, trends, challenges, budgets. Then I saw you just published results from a survey in June of 2022. Talk to me a little bit about the demographics of the survey, who, who are you talking to within SMEs? And then we can kind of crack open some of those really interesting findings that came out this year. >>Yeah. So we love to get a pulse check of what's happening within the industry, but specifically within that small, medium size, if you will. And so for that survey that we ran, we talked to 400 different roles, kind of that touch it from security. So from vice president of the CCSO all the way down to it, admins and anyone else in between, and we're really looking at organizations that had about 500 employees or less, cuz there's a lot of information out there, especially from the enterprise of, you know, Hey, here's best practices. Here's all the things that you can do. But for smaller organizations, it's not as clear cut or you have less of an understanding of what your peers might be going through or kind of what their concerns are. And so when we're running that survey, that's one thing that we like to keep in mind is it's really meant for organizations at that size because there's, there's some commonalities that you start to see in suss out. >>And it's not to say that those aren't the same concerns that the enterprise folks have as well, because a lot of the things that will come out, you know, they are security based say, Hey, what's top of mind, or what's kind of keeping you up at night. There were some clear indicators and especially well from kind of, as we do this survey, you know, every six months or kind of even year over year, you start to see some trends that are emerging. And so a, a lot of the big ones are, you know, ransomware software, vulnerability and network security. Those are kind of the top three aspects when we're looking at, Hey, what are specifics that are keeping you up? And those are easy to say because ransomware is obviously in the news. Even this week, there are three different organizations just kind of pick out. >>So brussel who does dental manufacturing, they had ransomware in trust, which is another cybersecurity organization. They were breached. But then also Fremont county here in Colorado as a government organization, all three of those were hit by ransomware. And you might not say, Hey, there's, you know, they're all kind of random and they're not put together, but under the hood really it's a lot of the same different technologies that are powering, how people get access into things. Do they have the right levels of credentials? Are there conditions set within that type of access, especially if it's privilege. And so you start to consolidate and bubble down all those different things that can lead up to those concerns. And then even on the software vulnerability side, Mac release, two different vulnerabilities this week. And so now it quickly becomes, okay, great. How can I make sure that my employees are using not only a secure device, but a secure device, that's up to date because it's a dynamic field as all of these things coming through. >>And these are a lot of the gotchas that can keep, you know, small, medium enterprises up at night because if something happens a security event like that, it could be a, you know, a career ending event, but also a company ending event. When you think about that. And so that becomes a really high level of importance because no one wants to see their name in the news, but it also takes a lot of different steps in order to create the layers that are necessary in order to achieve, you know, really solid round stand on for organization to do that. And so that's where we like to come in and help and making sure that a lot of those layers are actually easier to implement than you thought. And it's not this huge project, but you're doing it in a way that's conscious and also not really getting the way of kind of battling users or making sure that their experience is a nightmare as well in order to achieve these goals that you have as an organization, >>You bring up ransomware, it's become a household term that I think probably every generation alive right now in some form or fashion understands what it is to a, to some degree it's now security threats in general. Now no longer if we get hit, it's a matter of one. You gave three great examples of SMEs that were hit recently and organizations. We wouldn't think really them everybody's vulnerable. You talked about the different, you know, some of the, the concerns, software, vulnerable vulnerability, exploits, the use of unsecured networks, people, and this is so common using the same password across applications that SSEs and enterprises too are dealing with. They have to be able to lean on MSPs, for example, in the SME space to say, help us with these obvious vulnerabilities, we need to make sure that our employees are productive. They're working together. We can onboard and offboard people in a secure way. How did this survey uncover how SMEs are leaning more on MSPs to help solve some of those risks that you've talked about? >>I think one of the more interesting trends that we've seen is just the ability and the ramp for organizations to lean on managed service providers. You saw a lot of this during kind of the, the beginning of the pandemic or kind of this really shift to remote work where people kind of have this mentality of, okay, it might be a cost center and, and will have, but it it's always felt this importance to making sure that people are on site. They understand their culture. They understand the, the ways that the organization works. However, now, a lot more organizations are stepping back and saying, well, if I can't see anyone in the office or if there's only half or maybe 10% that are showing up, you know, are there other economies of scale almost that I can get from leveraging a managed service provider bringing in other expertise, right? >>And so it might be valuable to say, Hey, it's not only just managing my organization, but five others. And so now you can start to see and kind of lean on best practices that they've evolved over time. And I think one of the more interesting stats is we see that, you know, almost nine out of 10 organizations that we surveyed are either leveraging an MSP or have considered it. And one of those things that's actually pulling them back or some organizations say, Hey, I've looked at it, but I'm not quite ready to commit to outsourcing this section of my organization that, or kind of bringing in someone to manage it fully alongside with me almost in a co-managed type of environment is a third of 'em say, Hey, I, I don't know how secure the MSPs are themselves. How do they think about their own internal practices? >>And what does that look like? Because again, you, you're thinking about handing over the crown jewels over to someone and say, Hey, here's some of our, our most vulnerable or critical assets that we need to have secured and, and making sure that that's part of the organization. And so it's a, it's an honest conversation that a lot of owners have with MSPs and say, look, are, are you up to snuff, right? Because if something happens, sure, I might have one person to go after, or you might have SLAs that I can, I can go. But it still means me as an organization has been targeted. What does that look like in our types of relationship? And so a lot of the partners that we have on the jump outside, it's a very common conversation that they have with our clients and saying, walking them through and say, Hey, here's our, our security plan. >>Here's how we approach that. Here's all the different tools that we have at, at our disposal that are working alongside jump cloud in order to make sure that not only do you have good posture, I'd say good areas where the organization is set up for success, where you're thinking about not sharing passwords or there's password complexity, or there's other technologies like single sign on that, help reduce that. But in addition to what type of network scanning do you have available? What type of antivirus do you leverage? What are all the other pieces that create that holistic security structure? And so sometimes it's a lot easier for MSPs to deliver that and package it up instead of having, you know, an overburdened it, admin said, great, this is another project that I have to go through and think about and look at pricing and kind of other those components, because it helps speed up. I'd say your time to being more secure. And that's a really real conversation for organizations as they think about planning, as they think about budgets and what impact that might have on organization, making sure that employees can get work done. But we're also thinking about in a very secure mindset within the organization. >>That's so critical as we talked about every or every organization of every size in every industry is vulnerable. There's just no weight getting around it. These days. You talked about an interesting stat, about 90% of the SME surveyed some written we're yes, we're relying on MSV, but we still worry about security. Talk to me from the jump cloud, AWS perspective. How do you help though? That's cause that's a big number, the 90% of SMEs that are still concerned about security, how do you help them dial that down? >>I think it's really understanding, you know, you mentioned AWS, so what are the critical access and what are those points that look like that we need to get a handle on? And how can we make that easier? Cause I think one of the pieces that will often come at and say, Hey, we really wanna make this approach work. We really wanna make sure that when you, when you wake up and you need to get into Q and a environments or, or production or whatever, that might be, that it's a seamless experience, but we as an organization have visibility into what's going on and Hey, if you're getting promoted or your role is changing, we wanna make sure that those attributes or kind of those pieces that are associated to you and your identity are changing with it. And so making sure that there's this dynamic motion available to folks, as they start thinking about, you know, where a majority of their IP lives, it's no longer in some server closet and yes, it might still be on a, on a manufacturing floor, but it's those components that become the most critical for organizations you've heard, I'd say, you know, certainly within the last five years and probably even goes further back where a lot of traditional organizations say, Hey, we're a software company now we're, you know, kind of insert for innovation, making sure we can do that. >>And I think a lot of organizations are still going through that transition, but right behind it and what's coming next. And certainly a lot of organizations start to say, not only are we a software company, but we're a security company. And with that, that comes the mindset. Not only of here's how we tactically get into the things that we need to do our job, but the why behind it. And I think that's one of the elements that might be missing or is certainly one of, I know that we have a lie attainment kind of take that approach of, yes, we're gonna be implementing, we need to have your device passion updated because there's vulnerabilities. But for everyone else kind of on the end user side, it's like, well, okay, well why, why do we need to do that? And so by having that security first type of mentality, that allows everyone to be on the same page, play on the same team and making sure that when, you know, those requests are coming in both back and forth between end users and its security team, anyone else that might be involved within that process, you all understand that say, Hey, it's not, you know, it, it's not my job. >>It's everyone's job, right? We're all in this together because that's some of the parts where it can start to fall down too. You might have a team that has the best practices and in, you know, in intentions, but if the implementation and the follow through isn't bought in from everyone, then you're also playing against the speed of the organization to adopt it. And that's really the timeline that you're battling, especially when you're thinking about ransomware or someone who already might be in it is how can we help mitigate a lot of those different pieces. So by combining all those different elements into a thought process, into a mentality of being a security first organization, that's really kind of helps within the ripple effect all the way down into, you know, the critical resources like AWS. >>It has to be a holistic view. There's really no other choice these days. And it also has to be done in a timely fashion. What did, as we wrap up kind of talking about the survey here, what were some of the trends, the future trends it uncovered as we are still in a remote and distributed work environment. It probably always will be. We've seen challenges and everyone's mental health in terms of, of strapped resources. What did the survey uncover as to what these folks saw as future trends? >>So I'd say there's a, there's a couple, there there's a lot, but we'll break it down and say, I'd say three core trends that you saw across every organization that we talked to, including our own base of over 180,000 organizations that rely on gem cloud is, Hey, security is number one, right? And we we've talked to that about at length device management is another extension of that. I'm sorry, making sure that, Hey, this is the only piece of hardware I have from the company in front of me. I wanna make sure that I can manage secure it, make sure it's patched as well as we kind of operate in this dynamic and environment, making sure that we're resilient as an organization. And then I'd say finally, as those pieces start to evolve, there's still some organizations that are how trying to understand kind of truly manage what does hybrid and remote and kind of what does that look like for me as an organization? >>Cause I think we're now out of this panic mode and now organizations are now setting up. Okay, what are some of the long term structures as I think about that, and you hear a lot about too, from other organizations that are mandating folks to come back or okay. Maybe it's just a couple days a week or all of those decisions have impacts on the it organization. So that is very alive and well, I'd say one of the other pieces you mentioned mental health is that we are starting to understand a little bit more, you know, kind of who's behind the computer. Who's, who's behind the keyboard. What does the impact have for them? Because in this type of work environment as well, you know, it's still challenging to find really good talent. And so you might be strapped for resources. You might be the only person that's trying to implement these processes or the security protocol, or trying to help get us up into a good compliance posture, all of those different pieces kind of on it. >>And so you can start to think about man, how do I, how do I make progress? And I think that's one of the other pieces that is really important for folks kind of from that perspective is, you know, always understand that you're making progress, even though the, the tickets might be coming at you and you, there's never ending in sight. All those steps that you take for an organization are critically important. And so, and it's not always just a people answer cuz you might, might not be in the position to say, Hey, we need an extra five hands on this in order to make it done. It might have to be more of a conversation of, Hey, here are the pieces that we need to automate. Here are the business processes that we really need to think about in order to have a fundamental impact on what we can do. >>And then you can come back and say, great. And if we have this, it might actually look like one and a half people. You can't really hire a half person, but you come into those types of mentality with a really solid argument of here's what we need to have in order to make this happen. And I think too, getting that type of buy-in again, making sure, Hey, we are a security company after all, we're all in this together that allows everyone to kind of help pitch in because if you don't have that piece, then you know, everything can feel much more burdensome, right? And the level of burnout increases the, the level of mental health in general, across the teams that are acting as supporting functions for an organization, start to get burnout. And it might not always be as Hey, as important as, as revenue or Hey, we're getting this marketing campaign out, but it's this underwriting thing in terms of really, truly important infrastructure that the company needs to think about. >>And when you can involve all of those different pieces, then people feel like they can make a positive impact. They feel more empowered. They have, you know, emojis attached to tickets and say, Hey, it was so great to help you out today. And a lot of those I'd say interpersonal connections that you might be missing in a remote only type of world in organization. And so bringing all those little tidbits back into, you know, how to, how to be a good person, how to be a good human and how to make sure that there's some personality involved with it. And it's not just this ongoing process. I think there's a little bit of give and take, but that's one other thing that we've surfaced is really just understanding a better picture of who's implementing all these amazing things around the world. >>That's so important. There's so many different levers to the pull here where becoming a security company is concerned. Where can folks go to one chase, get the surveying two, some final thoughts. What, where can folks go to actually test out jump drive? >>Yeah, absolutely >>Jump out. Excuse me. >>So within everything that we talked about, some from various different technologies from identity management, device management, SSO, MFA, and many, many more. So you can go to jumpcloud.com, create a free organization. It's free up to 10 users, 10 devices. So even for really small organizations, even if you're a startup, we can help leverage enterprise grade security technology for you to implement as well as more detailed on the reports. And so if you wanna get a better sense of kind of how we look at the world types of information that we can bring back and making sure that you're learning from your peers and how to implement and put your best foot forward within the organization, we always have a ton of amazing resources and content that really looks at, you know, who's doing the work. Why are they doing the work? And how is that work impactful within multiple different organizations and not only just the organizations themselves, but those that are supporting it like managed service providers of the world. >>Got it. Awesome. Chase. Thank you so much for joining me on this episode of the AWS startup showcase, talking to us about what jump cloud is uncovered with respect to the concerns that SMEs have, how MSPs are helping, how jump cloud is also a facilitator of really helping to organizations to become security organizations. We appreciate your time. >>Absolutely. Thank you so much for having me again. >>Our pleasure. We wanna you for watching. Keep it right here on the, for more action. The, is your leader in live coverage?

(upbeat music) >> Hey, everyone. Welcome to this CUBE Conversation that's part of the AWS startup showcase Season Two, Episode Four. I'm your host Lisa Martin. Chase Doelling joins me, the principles strategist at JumpCloud. Chase, welcome to theCUBE. It's great to have you. >> Chase: Perfect. Well, thank you so much, Lisa. I really appreciate the opportunity to come and hang out. >> Let's talk about JumpCloud. First of all, love the name. This is an open directory platform. Talk to the audience about what the platform is, obviously, the evolution of the domain controller. But give us that backstory? >> Yeah, absolutely. And so, company was started, and I think, from serial entrepreneurs, and after kind of last exit, taking a look around and saying, "Why is this piece of hardware still the dominant force when you're thinking about identities, especially when the world is moving to cloud, and all the different pieces that have been around it?" And so, over the years, we've evolved JumpCloud into an open directory platform. And what that is, is we're managing your identities, the devices that are associated to that, all the access points that employees need just to get their job done. And the best part is, is we're able to do that no matter where they are within the world. >> It seems like kind of a reinvention of how modern IT teams are getting worked done, especially in these days of remote work. Talk to me a little bit about the last couple of years particularly as remote work exploded, and here we are still probably, permanently, in that situation? >> Yeah, absolutely. And I think it's probably going to be one of those situations where we stick with it for quite a while. We had a very abrupt force in making sure that essentially every IT and security team could grapple with the fact of their users are no longer coming into the office. You know, how do we VPN into all of our different resources? Those are very common and unfortunate pain points that we've had over the last couple years. And so, now, people have starting to kind of get into the motion of it, working from home, having background and setups and other pieces. But one of the main areas of concern, especially as you're thinking about that, is how does it relate to my security infrastructure, or kind of my approach to my organization. And making sure that too, on the tail end, that a user's access and making sure that they can get into everything that they need to do in order to get work done, is still happening? And so, what we've done, is we've really taken, evolving and really kind of ripping apart this notion of what a directory was. 'Cause originally, it was just like, great, almost like a phone directory. It's where people lived they're going into all those different pieces. But it wasn't set up for the modern world, and kind of how we're approaching it, and how organizations now are started with a credit card and have all of their infrastructure. And essentially, all of their IP, is now hosted somewhere else. And so, we wanted to take a different approach where we're thinking about, not only managing that identity, but taking an open approach. So, matter where the identity's coming from, we can integrate that into the platform but then we're also managing and securing those devices, which is often the most important piece that we have sitting right in front of us in order to get into that. But then, also that final question, of when you're accessing networks applications, can you create the conditions for trust, right? And so, if you're looking at zero trust, or kind of going after different levels of compliance, ISO, SOC2, whatever that might be, making sure that you have all that put in place no matter where your employees are. So, in that way, as we kind of moved into this remote, now hybrid world, it wasn't the office as the gating point anymore, right? So, key cards, as much as we love 'em, final part, whereas the new perimeter, the kind of the new barrier for organizations especially how they're thinking about security, is the people's identities behind that. And so, that's the approach that we really wanted to take as we continue to evolve and really open up what a directory platform can do. >> Yeah. Zero trust security, remote work. Two things that have exploded in the last couple of years. But as employees, we expected to be able to still have the access that we needed to apps, to the network, to WiFi, et cetera. And, of course, on the security side, we saw massive changes in the threat landscape that really, obviously, security elevates to a board level conversation. So, I imagine zero trust security, remote work, probably compliance, you mentioned SOC2, are some of the the key use cases that you're helping organizations with? >> Those are a lot of the drivers. And what we do, is we're able to combine a lot of different aspects that you need for each one of those. And so, now you're thinking about essentially, the use case of someone joins an organization, they need access to all these different things. But behind the scenes, it's a combination of identity access management, device management, applications, networks, everything else, and creating those conditions for them to do their roles. But the other piece of that, is you also don't want to be overly cumbersome. I think a lot of us think about security as like great biometrics, so I'm going to add in these keys, I'm going to do everything else to kind of get into these secured resources. But the reality of it now, is those secure resources might be AWS infrastructure. It might be other Salesforce reporting tools. It might be other pieces, or kind of IP within the organization. And those are now your crown jewel. And so, if you're not thinking about the identities behind them and the security that you have in order to facilitate that transaction, it becomes a board level conversation very quickly. But you want to do it in a way that people can move forward with their lives, and they're not spending a ton of time battling the systems and procedures you put in place to protect it, but that it's working together seamlessly. And so, that's where, kind of this notion for us of bringing all these different technologies into one platform. You're able to consolidate a lot of those and remove a lot of the friction while maintaining the visibility, and answering the question, of who has access to what? And when did they do that? Those are the most critical pieces that IT and security teams are asking themselves when something happens. And hopefully, on the preventative side and not so much on the redacted side. >> Have you seen the escalation up the C-Suite change of the board in terms of really focusing on how do we do identity management? How do we do single sign on? How do we do device management and network access? Is that all the way up to the C-Suite board level as well? >> It certainly can be. And we've seen it in a lot of different conversations, because now you are thinking about all different portions of the organization. And then, two, as we're thinking about times we're currently in, there's also a cost associated to that. And so, when you start to consolidate all of those technologies into one area, now it becomes much more of total cost optimization types of story while you're still maintaining a lot of the security and basic blocking and tackling that you need for most organizations. So, everything you just mentioned, those are now table stakes for a lot of small, medium, startups to be at the table. So, how do you have access to enterprise level, essentially technology, without the cost that's associated to it. And that's a lot of the trade offs that organizations are facing and having those types of conversations as it relates to business preparedness and how we're making sure that we are putting our best foot forward, and we're able to be resilient in no matter what type, of either economic or security threat that the organization might be looking at. >> So, let's talk about the go-to market, the strategy from a sales and marketing perspective. Where are the customer conversations happening? Are they at the IT level? Are they higher up the stack? >> It's really at, I'd say the IT level. And so, by that, I mean the builders, the implementers, everyone that's responsible for putting devices in people's hands, and making sure that they can do their job effectively. And so, those are their, I'd say the IT admins the world as well as the managed service providers who support those organizations, making sure that we can enable them to making sure that their organizations or their client organizations have all the tools that their disposable to make sure that they have the security or the policies, and the technology behind them to enable all those different practices. >> Let's unpack the benefits from an IT perspective? Obviously, they're getting one console that they can manage at all. One user identity for email, and devices, and apps, and things. You mentioned regardless of location, but this is also regardless of operating system, correct? >> That's correct. And so, part of taking an open approach, is also the devices that you're running on. And so, we take a cross OS approach. So, Mac, Windows, Linux, iPhone, whatever it might be, we can make sure that, that device is secure. And so, it does a couple different things. So, one, is the employees have device choice, right? So, I'm a Mac person coming in. If forced into a Windows, it'd be an interesting experience. But then, also too, from the back end, now you have essentially one platform to manage your entire fleet. And also give visibility and data behind what's happening behind those. And then, from the end user perspective as well, everything's tied together. And so, instead of having, what we'll call user ID schizophrenia, it might be one employee, but hundreds of different identities and logins just to get their work done. We can now centralize that into one person, making sure you have one password to get into your advice, get into the network, to get into your single sign on. We also have push MFA associated with that. So, you can actually create the conditions for your most secured access, or you understand, say, "Hey, I'm actually in the office. I'm going to be a hybrid employee. Maybe I can actually relax some of those security concerns I might have for people outside of the network." And all we do, is making sure that we give all that optionality to our IT admins, manage service providers of the world to enable that type of work for their employees to happen. >> So, they have the ability to toggle that, is critically important in this day and age of the hybrid work model, that's probably here to stay? >> It is, yeah. And it's something that organizations change, right? Our own organizations, they grow, they change different. New threats might emerge, or same old existing threats continue to come back. And we need to just have better processes and automations put within that. And it's when you start to consolidate all of those technologies, not only are you thinking about the visibility behind that, but then you're automating a lot of those different pieces that are already tightly coupled together. And that actually is truly powerful for a lot of the IT admins of the world, because that's where they spend a lot of time, and they're able to spend more time helping users tackling big projects instead of run rate security, and blocking, and tackling. That should be enabled from the organization from the get go. >> You mentioned automation. And I think that there's got to be a TCO reduction aspect here with respect to security and IT practices. Can you talk about that a little bit? >> Yeah, absolutely. Let's think about the opposite of that. Let's say we have a laundry list of technology that we need to go out and source. One is, great, where the identity is, so we have an identity provider. Now, we need to make sure that we have application access that might look like single sign on. Now, we need to make sure, you are who you are no matter where you are in the world. Well, now we need multifactor authentication and that might involve either a push button, or biometrics. And then, well, great the device's in front of us, that's a huge component, making sure that I can understand, not only who's on the device, but that the device is secure, that there's certificates there, that there's policies that ensure the proper use of that wherever it might be. Especially, if I'm an employee, either, it used to be on the the jet center going between flying anywhere you need. Now, it's kind of cross country, cross domain, all those different areas. And when you start to have that, it really unlocks, essentially IT sprawl. You have a lot of different pieces, a lot of different contracts, trying to figure out one technology works, but the other might not. And you're now you're creating workarounds for all these different pieces. So, the opposite of that, is essentially, let's take all those technologies and consolidate that into one platform. So, not only is it cheaper essentially, looking after that and understanding all the different technologies, but now it's all the other soft costs around it that many people don't think about. It's all the other automations. It's all the workarounds that you didn't have to do in the first place. It's all the other pieces that you'd spend a lot of time trying to wire it together. Into the hopes of that, it creates some security model. But then again, you lose a lot of the visibility. So, you might have an incident happen over here, or a trigger, or alert, but it's not tied to the rest of the stack. And so, now you're spending a lot of time, especially, either trying to understand. And worse timing, is if you have an incident and you're trying to understand what's happening? Unraveling all of that as it happens, becomes impossible, especially if it's not consolidated with one platform. So, there's not only the hard cost aspect of bringing all that together, but also the soft costs of thinking about how your business can perform, or at least optimize for a lot of those different standard processes, including onboarding, offboarding, and everything else in between. >> Yeah. On the soft cost side, I can imagine. I can see huge benefits for HR onboarding, offboarding. I can see benefits for the employee experience period, which directly relates to the customer experience. So, in terms of the business impact that JumpCloud can make, it seems to be pretty horizontal across any type of organization? >> It is, and especially as you mentioned HR. Because when you think about, where does the origin of someone's identity start? Well, typically, it starts with a resume and that might be in applicant tracking software. Now, we're going to get hired, so we're going to move into HR, because, well, everyone likes payroll, and we need that in our lives, right? But now you get into the second phase, of great, now I've joined the organization. Now, I need access to all of these different pieces. But when you look at it, essentially horizontally, from HR, all the way into the employee experience, and their whole life cycle within the organization, now you're touching multiple different teams And that's one of the other, I'd say benefits of that, is now you're actually bringing in HR, and IT, and security, and everyone else that might be related within these kind of larger use cases of making work happen all coming under. And when they're tightly integrated, it's also a lot more secure, right? So, you're not passing notes along. You're not having a checklist of other stuff, especially when it relates to something as important as someone's identity, which is more often than not, the most common attack vector for people to go after. Because they know it's the keys to the kingdom. There's going to be a lot of different attempts, maybe malware and other pieces, but a lot of it comes back into, can I impersonate, or become the person that I want within the organization, because it's the identity allows you to access all those different pieces. And so, if it's coming from a disjointed process or something that's not as tightly as it could be, that's where it really opens up a lot of different vectors that organizations don't think about. >> Right, and those vectors are only growing and multiplying as we know, and here to stay. When you're in customer conversations what do you describe as maybe the top three differentiators of JumpCloud compared to the competition? >> Well, I think a lot of it is we take an open approach. And so, by that, I mean, it's one we're not locking into, I'd say different vendors or other areas. We're really looking into making sure that we can work within your environment as it stands today, or where you want to migrate in the future. And so, this could be a combination of on-prem resources, cloud resources, or nothing if you're starting a company from today. And the second, is again, coming back into how we're looking at devices. So, we take a cross OS approach that way, no matter what you're operating on, it all comes back from the same dashboard. But then, finally, we leverage a ton of different protocols to make sure it works with everything within your current technology stack, as well as it continues to elevate and evolve over time. So, it could be LD app and Radius, and Sam, and skim, and open ID Connect, and open APIs. And whatever that might be, we are able to tie in all those different pieces. So, now, all of a sudden, it's not just one platform, but you have your whole business tied into as that gives you some flexibility too, to evolve. Because even during the pandemic and the shift for remote, there's a lot of technology choices that shifted. A lot of people are like, "Okay, now's the time to go to the cloud." There might be other events that organizations change. There's other things that might happen. So, creating that flexibility for organizations to move and make those calls, is essentially how we're differentiating ourselves. And we're not locking you into this, walled garden of technology that's just our own. We really want to make sure that we can operate, and be that glue, so that way, no matter what you're trying to do and making sure that your work is being done, we can help facilitate that. >> Nice. No matter what happens. Because boy, at this day, anything's possible. One more question for you about your AWS partnership. Talk to me a little bit about that? >> Yeah, absolutely. So, we are preferred ADP identity provider and SSO provider for AWS. And so, now rebranded under their identity center. But it's crucial for a lot of our organizations and joint customers because again, when we think about a lot of organization IP and how they operate as a business, is tied into AWS. And so, really understanding, who has the right level of access? Who should be in there or not? And when too, you should challenge in making sure that actually there's something fishy there. Like let's make sure that they're not just traveling to Europe on a sabbatical, and it's really who they are instead of a threat actor. Those are some of the pieces when we're thinking about creating that authentication, but then also, the right authorization into those AWS resources. And so, that's actually something that we've been very close to, especially, I'd say that the origins of a company. Because a lot of startups, that's where they go. That's where they begin their journey. And so, we meet them where they are, and making sure that we're protecting not only everything else within their organization, but also what they're trying to get into, which is typically AWS >> Meeting customers where they are. It's all about that. Chase, thank you so much for joining me on the program talking about JumpCloud, it's open directory platform. The benefits, the capabilities, what's in it for IT, HR, security, et cetera. We appreciate all of your insights and time. Where do you want to point folks to go to learn more? >> Well, absolutely. Well, thank you so much for having us. And I'd say, if you're curious about any and all these different technologies, the best part is everything I talked about is free up to 10 users, 10 devices. So, just go to jumpcloud.com. You can create an organization, and it's great for startups, people at home. Any size company that you're at, we can help support all of those different facets in bringing in those different types of technologies all into one roof. >> Awesome. Chase, thank you so much. This is awesome, go to jumpcloud.com. For Chase Doelling, I'm Lisa Martin. We want to thank you so much for giving us some of your time and watching this CUBE Conversation. (upbeat music)

>>The cube presents HPE discover 2022 brought to you by HPE. >>Welcome back to the Venetian convention center. You're watching the Cube's coverage of HPE discover 2022. The first discover live discover in three years, 2019 was the last one. The cube we were just talking about. This has been at H HP discover. Now HPE since 2011, my co-host John furrier. We're pleased to welcome Phil Maru. Who's the executive vice president and general manager of HPE Aruba. And he's joined by David Hughes, the chief product and technology officer at HPE Aruba gentleman. Welcome to the cube. Good to see you. Thank you. Thank >>You. >>Okay, so you guys talk a lot, Phil, about the intelligent edge. Yep. Okay. What do you, what do you mean by that? >>Yeah, so we, well, we're kind of focused on, is providing technology to customers that sits out at the edge and typically the edge would be, uh, any location out of the data center or out of the cloud. So for the most part, our customers would deploy our technology either in their office premises or maybe retail premises shops, uh, maybe deploying out of the home where their employees are on a factory floor. And we're really talking about technology to connect both people and devices back to, um, systems and technology throughout an organization. So, but >>I, I, you know, sometimes I call it the near edge and the far edge yeah. Near, near edge. Maybe as we saw home Depot up on the stage yesterday far, Edge's like space. Right. You're including all of that. Right. That's >>Edge. >>Yeah. And actually we, we, we, you know, we've got a broad range of technology that actually works within the data center as well. So, you know, what we are focused on is providing, uh, network technology, software and services. And, you know, for the most part, our heritage is at the edge, but it's more pervasive than that. So >>If you have the edge, you got connectivity and power, that's an edge. How much, um, is the physical world being connected now you're seeing robotics automation. Yeah. Ex and with machine learning specifically in compute, really driving a new acceleration at the edge. What you, how do you guys view that? What's your reaction? Yeah. >>I think, look, it, I think as connectivity is improving and that's both in terms of wifi connectivity, so, you know, wifi technology continues to, uh, advance and also you've got this new kind of private 5g area, just generally connectivity is becoming more pervasive and that's helping some industries that haven't previously embraced it. And I think industrial is, is one of the big ones. So, you know, historically it was difficult for kind of car manufacturers to really enable a factory floor. But now the connectivity is connectivity is better. That gives them the opportunity to be able to really change how they do things. So >>David, if you do take an outside in view, mm-hmm <affirmative>, uh, and, and, and when you talk to customers, what are they telling you and how is that informing your product strategy? >>Yeah, well, you >>Know, I think there's, there's several themes we hear. One is, you know, it's really important, better work from anywhere they wanna enable their employees, um, to get the same experience, whether they're at home or on the road or in their branch office or at headquarters. Um, you know, people are also concerned that as they deploy, deploy all of this IOT and pursuit of digital transformation, they don't want those devices to be a weak point where someone breaks into one device and moves naturally, um, across the network. So they want to have this great experience for their customers and their users, but they wanna make sure that they're not compromising security, um, in any way. And so it's about getting that balance between ease of use and, and security. That's one of the primary things we hear, >>You know, Dave, one of the things we talked about many, many years ago was when hybrid and was starting to come out multi-cloud was on the, on the table early on. Uh, we were, we were saying, Hey, the data center is just a big edge, right? I mean, if you have cloud operations and you see what's going on with GreenLake here now, the momentum hybrid cloud is cloud operations, right? An edge off data centers to a big edge on premises. And you got the edge as you have cloud operations, like say GreenLake, plugging in partners and diverse environments. You're connecting, not just branch offices that are per perimeter based. You have no perimeter and you have now other companies connecting mm-hmm <affirmative> so you got data and you got network. How do you guys see that transition as GreenLake has a very big ecosystem part of it, partners and whatnot. >>Yeah. So, you know, I think for us, um, the ecosystem of partners that we have is critical in terms of delivering what our customers need. And, you know, I think one of the really important areas is around verticals. So, um, you know, when you think about different verticals, they have similar problems, but you need to tailor the solutions. Um, to each of those, you know, we are talking a bit about devices and people. When you look at say a healthcare environment, there can be 30 devices there for each patient. And, um, so there's connecting all those devices securely, but we have partners that will help pull all of that together that may be focused on, um, you know, medical environment that may focused on stadiums. They may be focused on industrial. Um, so having partners that understand those verticals and working closely with them to deliver solutions is important in our go to market. >>So another kind of product question and related to what you just said, David, I got connectivity, speed, reliability, cost security, or maybe a missing something. But you, you said earlier, you gonna gotta balance those. How do you do that? And do you do that for the specific use cases? Like for instance, you just mentioned stadiums and 81 and how do you balance those and, and do you tailor those for the use cases? >>Yeah, well, I think it depends on the customer and different people have different views about where they need to be. So some people are, are so afraid about security. They wanna be air gapped and completely separate than the internet. That would be one extreme mm-hmm <affirmative> other people, you know, look at it and see what's happening with COVID with everyone working from home with people being able to work from Starbucks or the airport. And they're beginning to think, well, why is the branch that much different? And so what I think we are seeing is, you know, a reevaluation of how people connect to, um, the apps they're using and, uh, you know, you, you, you've probably for sure heard people talking about zero trust, talking about micro segmentation. You know, I think what we we see is that people wanna be able to build a network in a way where rather than any device being able to talk to any device or any person, which is where the internet started, we wanna build to build networks where people or devices can only talk to the destinations that are necessary for them to do their job. >>And so a lot of the technology that we are building into the network is really about making security intrinsic by limiting what can talk to what that's >>Actually micro, micro segmentations, zero trust, um, these all point to a modern, the modern network, as you say, Antonio Neri was just on the cube, talking about programmability, substrate, the words like that come to mind, what is the modern network look like? I mean, you have to be agile. You have to be programmable. You have to have security. Can you describe in your words, what does the modern network these days need to look like? How should customers think about architecting them? What are some of the table stakes and what are some of the differentiators that customers need to do to have a modern network? >>Yeah, well, you covered off a coup a few quarter, one there with clarity and so on. So let me pick one that you didn't mention. And, and I, you know, I think we are seeing, you know, a lot of interest around network as a service. And, you know, when we think about network as a service, we think about it broadly, um, you know, for consumers, we're getting more and more used to buying things as a service versus buying a thing. When you, when you get Alexa, you care about how well she answers your questions, you don't care about what CPU is or how much Ram Alexa has. And likewise with networking, people are caring about the outcomes of keeping their employees connected, keeping their, their devices and systems running. And so what for us, what NASA is all about is that shift of thinking about a network as being a collection of devices that get managed to being a framework for connectivity and running it from the point of view of those outcomes. >>And so whether, you know, it's about CapEx versus OPEX or about do it yourself, managing the network yourself versus outsourcing that, um, or it's about the, you know, Greenfield versus brownfield, each of our customers has got a different starting point, but they're all getting heading towards this destination of being able to treat their network as a service. And so that is, you know, a key area of innovation for us and whether it's big customers like home Depot that you heard about yesterday, um, where we kind of manage everything for them on a, as on a store basis, um, for connectivity, um, or, you know, the recent, um, skew based nest that we launched, which is a really scalable foundation for our partners to build nest offerings around. Um, we see this as a key part of network modernization. Yeah. >>And one of the things, again, that's great stuff. Uh, infrastructure is code, which was really kind of pioneer the DevOps movement in cloud kind of as platform level. And you got data ops now and AI at the top of the stack, we were always wondering when network as code was gonna come, uh, and where you actually have it, where it's programmable. I mean, we all know what policies do do. They're good. That's all great network as code. >>Yeah. >>And that's the concept that's like DevOps, it's like, make it work just seamlessly, just be always on. And >>Yeah. And smart, you know, people are always looking for the, for the easy button. Um, and so they want, they want things to operate easily. They want it to be easy to manage. And, you know, I actually think there's a little bit of a, um, a conflict between networkers code and the easy button, right? So it depends on the class of customers. Some customers like financials, for instance, have a huge software development organizations that are extremely capable that could, that can go with program ability that want things as code. But the majority of the, of, of the verticals that we deal with, um, don't have those big captive software organizations. And so they're really looking for automation and simplicity and they wanna outsource that problem. So in Aruba central, we have invested a lot to make it really easy for our customers to, um, get what they need, you know, is that movement of zero code. It's more like zero code. They want, they want something packaged now >>The headless networks. Yeah. Low code, no code >>Kind of thing. Yeah, that's right. And, you know, obviously for people that have the sophistication that want to, um, do the most advanced things, we have APIs. And so we support that kind of programmable way of doing things. But I'd say that that's that's, those are more specialized customers. So >>Phil, yeah. Uh, is that the strategy? I mean, David listed off a number of, of factors here is that Aruba's strategy to modernize networks to actually create the easy button through network as a service is as simple as dial tone. Is that how we >>Should think? I mean, the way I think about the strategy is I think about it as a triangle, really, along the bottom, we've got the products and services that we offer and we continue to add more products and services. We either buy companies such as silver peak a couple of years ago, or we build, uh, additional products and by, and by the way, that's in response to customers who are frustrated with some other suppliers and wanna move on mass over to, uh, companies like ourselves. So at the bottom layer of the product and services, and then the other side of the triangle one would be NAS, which we talked about, which is kind of move to buying network and as a service. And then the other side of the triangle is the platform, which for us is river central, which is part of HP GreenLake. And that's really all about, you know, kind of making it easy for customers to manage networks and Aruba central right now has got about 120,000 live customers on it. It connects to about 2 million devices and it's collecting a lot of data as well. So we anonymously collect data from all of our customers. We've got one and a half billion data points in the platform. And what we do is we let that data kind of look for anomalies and spot problems on the network before they happen for customers. >>So Aruba central predated, uh, uh, GreenLake GreenLake. Yeah. And, and so did you write to GreenLake through GreenLake APIs? How, what was the engineering work to accomplish that? >>Yeah, so really, um, Aruba central is kind of the Genesis of the GreenLake platform. So we took Aruba central and made it more generic okay. To build the GreenLake cloud platform. And you know, what we've done very recently is bring, bring Aruba into that unified infrastructure, along with storage and compute. So the same sign-on applies across all of HP's, um, products, the same way of managing licenses, managing devices. And so it provides us, uh, great foundation going forwards to, um, solve more comprehensively. Our customers automation requires. >>So, so just a quick follow. So Aruba actually was the main spring of GreenLake from the standpoint of okay. Sing, like you said, single sign on a platform that could evolve and become more, more generic. Yes. So, okay. So that was a nice little, um, bonus of the acquisition, you know, it's now the whole company >><laugh> Aruba taking over. >>Yeah. There's been a lot of work to, to, uh, you know, make it generic and, and widely applicable. Right. Yeah. Um, so, but >>You were purpose >>Built for yeah. Well it's foundational. Yes. So foundational for GreenLake, they built on top of it. Yeah. So you mentioned the data points, billions of data points. So I gotta ask you, cuz we're seeing this, um, copy more and more with machine learning, driving a lot of acceleration, cuz you can do simulations with machine learning and compute. We had Neil McDonal done earlier. He's a compute guy, you got networking. So with all this, um, these services and devices being put on and off the network humans, can't actually figure this out. You can discover what's on the network. How are you guys viewing the discovery and monitoring because there's no perimeter okay. On the network anymore. So I want to know what's out there. Um, how do you get through it? How does machine learning and AI play into this? >>Yeah. I mean, what we are trying to do is obviously flag trends for customers and say, Hey look, you know, we can either see something happening with your network. So there's a particular issue over here and we need to, I dunno, free up more capacity to solve that. Or we're looking at how their network is running and then comparing that with anonymized data from all of our other customers as well. So we're just helping find those problems. But yeah, you're right. I mean, I think it is becoming more of an issue for organizations, you know, how do you manage the network, >>But you see machine learning and AI playing a big part. >>Yeah, yeah. Yeah. I think, uh, AI massively and, and other technology advances as well that we make. So recently we, uh, also announced the availability of location awareness within our access points. And that might sound like a simple thing. But when network, when companies build out their networks, they often lose or they potentially could lose the records as to, well, where were the access points that we laid out and actually where are they not within, you know, 20 feet, but where actually are they? So we introduced kind of location, finding technology as well into our, uh, access points to make it easy for >>Customers. So Aruba one of the best, if not the best acquisition. I think that HP E has made, um, it's made by three par was, you know, good. It saved the storage business. Okay. That was more of a defensive play. Uh, but to see Aruba, it's a growth business. You guys report on it every quarter. Yeah. It's obviously a key ingredient to enable uh, uh, GreenLake and, and a that's another example, nimble was similar. We're much smaller sort of more narrow, but taking the AI ops piece and bringing it over. So it's, it was great to see HPE executing on some of its M and a as opposed to just leaving them alone and not really leveraging 'em. So guys, yeah. Congratulations really appreciate you guys coming on and explaining that. Congratulations on all the, all the great work and thanks for coming on the cube. Okay. >>Thank you guys. Yeah. Thanks for having us. >>All right, John, and I'll be back right after this short break. You're watching the cube, the leader in enterprise tech coverage from HPE Las Vegas, 2022. We'll be right back.

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hey everyone. Welcome back to the Cube's day one coverage of HPE discover 22 live from the Venetian in Las Vegas. I got a power panel here, Lisa Martin, with Dave Valante, John furrier, Holger Mueller also joins us. We are gonna wrap this, like you've never seen a rap before guys. Lot of momentum today, lot, lot of excitement, about 8,000 or so customers, partners, HPE leaders here. Holger. Let's go ahead and start with you. What are some of the things that you heard felt saw observed today on day one? >>Yeah, it's great to be back in person. Right? 8,000 people events are rare. Uh, I'm not sure. Have you been to more than 8,000? <laugh> yeah, yeah. Okay. This year, this year. I mean, historically, yes, but, um, >>Snowflake was 10. Yeah. >>So, oh, wow. Okay. So 8,000 was my, >>Cisco was, they said 15, >>But is my, my 8,000, my record, I let us down with 7,000 kind of like, but it's in the Florida swarm. It's not nicely. Like, and there's >>Usually what SFI, there's usually >>20, 20, 30, 40, 50. I remember 50 in the nineties. Right. That was a different time. But yeah. Interesting. Yeah. Interesting what people do and it depends how much time there is to come. Right. And know that it happens. Right. But yeah, no, I think it's interesting. We, we had a good two analyst track today. Um, interesting. Like HPE is kind of like back not being your grandfather's HPE to a certain point. One of the key stats. I know Dave always for the stats, right. Is what I found really interesting that over two third of GreenLake revenue is software and services. Now a love to know how much of that services, how much of that software. But I mean, I, I, I, provocate some, one to ones, the HP executives saying, Hey, you're a hardware company. Right. And they didn't even come back. Right. But Antonio said, no, two thirds is, uh, software and services. Right. That's interesting. They passed the one exabyte, uh, being managed, uh, as a, as a hallmark. Right. I was surprised only 120,000 users if I had to remember the number. Right, right. So that doesn't seem a terrible high amount of number of users. Right. So, but that's, that's, that's promising. >>So what software is in there, cuz it's gotta be mostly services. >>Right? Well it's the 70 plus cloud services, right. That everybody's talking about where the added eight of them shockingly back up and recovery, I thought that was done at launch. Right. >>Still who >>Keep recycling storage and you back. But now it's real. Yeah. >>But the company who knows the enterprise, right. HPE, what I've been doing before with no backup and recovery GreenLake. So that was kind of like, okay, we really want to do this now and nearly, and then say like, oh, by the way, we've been doing this all the time. Yeah. >>Oh, what's your take on the installed base of HP. We had that conversation, the, uh, kickoff or on who's their target, what's the target audience environment look like. It certainly is changing. Right? If it's software and services, GreenLake is resonating. Yeah. Um, ecosystems responding. What's their customers cuz managed services are up too Kubernetes, all the managed services what's what's it like what's their it transformation base look like >>Much of it is of course install base, right? The trusted 20, 30 plus year old HP customer. Who's keeping doing stuff of HP. Right. And call it GreenLake. They've been for so many name changes. It doesn't really matter. And it's kind of like nice that you get the consume pain only what you consume. Right. I get the cloud broad to me then the general markets, of course, people who still need to run stuff on premises. Right. And there's three reasons of doing this performance, right. Because we know the speed of light is relative. If you're in the Southern hemisphere and even your email servers in Northern hemisphere, it takes a moment for your email to arrive. It's a very different user experience. Um, local legislation for data, residency privacy. And then, I mean Charles Phillips who we all know, right. Former president of uh, info nicely always said, Hey, if the CIOs over 50, I don't have to sell qu. Right. So there is not invented. I'm not gonna do cloud here. And now I've kind of like clouded with something like HP GreenLake. That's the customers. And then of course procurement is a big friend, right? Yeah. Because when you do hardware refresh, right. You have to have two or three competitors who are the two or three competitors left. Right. There's Dell. Yeah. And then maybe Lenovo. Right? So, so like a >>Little bit channels, the strength, the procurement physicians of strength, of course install base question. Do you think they have a Microsoft opportunity where, what 365 was Microsoft had office before 365, but they brought in the cloud and then everything changed. Does HP have that same opportunity with kind of the GreenLake, you know, model with their existing stuff. >>It has a GreenLake opportunity, but there's not much software left. It's a very different situation like Microsoft. Right? So, uh, which green, which HP could bring along to say, now run it with us better in the cloud because they've been selling much of it. Most of it, of their software portfolio, which they bought as an HP in the past. Right. So I don't see that happening so much, but GreenLake as a platform itself course interesting because enterprise need a modern container based platform. >>I want, I want to double click on this a little bit because the way I see it is HP is going to its installed base. I think you guys are right on say, this is how we're doing business now. Yeah. You know, come on along. But my sense is, some customers don't want to do the consumption model. There are actually some customers that say, Hey, of course I got, I don't have a cash port problem. I wanna pay for it up front and leave me alone. >>I've been doing this since 50 years. Nice. As I changed it, now <laugh> two know >>Money's wants to do it. And I don't wanna rent because rental's more expensive and blah, blah, blah. So do you see that in the customer base that, that some are pushing back? >>Of course, look, I have a German accent, right? So I go there regularly and uh, the Germans are like worried about doing anything in the cloud. And if you go to a board in Germany and say, Hey, we can pay our usual hardware, refresh, CapEx as usual, or should we bug consumption? And they might know what we are running. <laugh> so not whole, no offense against the Germans out. The German parts are there, but many of them will say, Hey, so this is change with COVID. Right. Which is super interesting. Right? So the, the traditional boards non-technical have been hearing about this cloud variable cost OPEX to CapEx and all of a sudden there's so much CapEx, right. Office buildings, which are not being used truck fleets. So there's a whole new sensitivity by traditional non-technical boards towards CapEx, which now the light bulb went on and say, oh, that's the cloud thing about also. So we have to find a way to get our cost structure, to ramp up and ramp down as our business might be ramping up through COVID through now inflation fears, recession, fears, and so on. >>So, okay. HP's, HP's made the statement that anything you can do in the cloud you can do in GreenLake. Yes. And I've said you can't run on snowflake. You can't run Mongo Atlas, you can't run data bricks, but that's okay. That's fine. Let's be, I think they're talking about, there's >>A short list of things. I think they're talking about the, their >>Stuff, their, >>The operating experience. So we've got single sign on through a URL, right. Uh, you've got, you know, some level of consistency in terms of policy. It's unclear exactly what that is. You've got storage backup. Dr. What, some other services, seven other services. If you had to sort of take your best guess as to where HP is now and peg it toward where Amazon was in which year? >>20 14, 20 14. >>Yeah. Where they had their first conference or the second we invent here with 3000 people and they were thinking, Hey, we're big. Yeah. >>Yeah. And I think GreenLake is the building blocks. So they quite that's the >>Building. Right? I mean similar. >>Okay. Well, I mean they had E C, Q and S3 and SQS, right. That was the core. And then the rest of those services were, I mean, base stock was one of that first came in behind and >>In fairness, the industry has advanced since then, Kubernetes is further along. And so HPE can take advantage of that. But in terms of just the basic platform, I, I would agree. I think it's >>Well, I mean, I think, I mean the software, question's a big one. I wanna bring up because the question is, is that software is getting the world. Hardware is really software scales, everything, data, the edge story. I love their story. I think HP story is wonderful Aruba, you know, hybrid cloud, good story, edge edge. But if you look under the covers, it's weak, right? It's like, it's not software. They don't have enough software juice, but the ecosystem opportunity to me is where you plug and play. So HP knows that game. But if you look historically over the past 25 years, HP now HPE, they understand plug and play interoperability. So the question is, can they thread the needle >>Right. >>Between filling the gaps on the software? Yeah. With partners, >>Can they get the partners? Right. And which have been long, long time. Right. For a long time, HP has been the number one platform under ICP, right? Same thing. You get certified for running this. Right. I know from my own history, uh, I joined Oracle last century and the big thing was, let's get your eBusiness suite certified on HP. Right? Like as if somebody would buy H Oracle work for them, right. This 20 years ago, server >>The original exit data was HP. Oracle. >>Exactly. Exactly. So there's this thinking that's there. But I think the key thing is we know that all modern forget about the hardware form in the platforms, right? All modern software has to move to containers and snowflake runs in containers. You mentioned that, right? Yeah. If customers force snowflake and HPE to the table, right, there will be a way to make it work. Right. And which will help HPE to be the partner open part will bring the software. >>I, I think it's, I think that's an opportunity because that changes the game and agility and speed. If HP plays their differentiation, right. Which we asked on their opening segment, what's their differentiation. They got size scale channel, >>What to the enterprise. And then the big benefit is this workload portability thing. Right? You understand what is run in the public cloud? I need to run it local. For whatever reason, performance, local residency of data. I can move that. There that's the big benefit to the ISVs, the sales vendors as well. >>But they have to have a stronger data platform story in my that's right. Opinion. I mean, you can run Oracle and HPE, but there's no reason they shouldn't be able to do a deal with, with snowflake. I mean, we saw it with Dell. Yep. We saw it with, with, with pure and I, if our HPE I'd be saying, Hey, because the way the snowflake deal worked, you probably know this is your reading data into the cloud. The compute actually occurs in the cloud viral HB going snowflake saying we can separate compute and storage. Right. And we have GreenLake. We have on demand. Why don't we run the compute on-prem and make it a full class, first class citizen, right. For all of our customers data. And that would be really innovative. And I think Mongo would be another, they've got OnPrem. >>And the question is, how many, how many snowflake customers are telling snowflake? Can I run you on premise? And how much defo open years will they hear from that? Right? This is >>Why would they deal Dell? That >>Deal though, with that, they did a deal. >>I think they did that deal because the customer came to them and said, you don't exactly that deal. We're gonna spend the >>Snowflake >>Customers think crazy things happen, right? Even, even put an Oracle database in a Microsoft Azure data center, right. Would off who, what as >>Possible snowflake, >>Oracle. So on, Aw, the >>Snow, the snowflakes in the world have to make a decision. Dave on, is it all snowflake all the time? Because what the reality is, and I think, again, this comes back down to the, the track that HP could go up or down is gonna be about software. Open source is now the software industry. There's no such thing as proprietary software, in my opinion, relatively speaking, cloud scale and integrated, integrated integration software is proprietary. The workflows are proprietary. So if they can get that right with the partners, I would focus on that. I think they can tap open source, look at Amazon with open source. They sucked it up and they integrated it in. No, no. So integration is the deal, not >>Software first, but Snowflake's made the call. You were there, Lisa. They basically saying it's we have, you have to be in snowflake in order to get the governance and the scalability, all that other wonderful stuff. Oh, but we we'll do Apache iceberg. We'll we'll open it up. We'll do Python. Yeah. >>But you can't do it data clean room unless you are in snowflake. Exactly. Snowflake on snowflake. >>Exactly. >>But got it. Isn't that? What you heard from AWS all the time till they came out outposts, right? I mean, snowflake is a market leader for what they're doing. Right. So that they want to change their platform. I mean, kudos to them. They don't need to change the platform. They will be the last to change their platform to a ne to anything on premises. Right. But I think the trend already shows that it's going that way. >>Well, if you look at outpost is an signal, Dave, the success of outpost launched what four years ago, they announced it. >>What >>EKS is beating, what outpost is doing. Outpost is there. There's not a lot of buzz and talk to the insiders and the open source community, uh, EKS and containers. To your point mm-hmm <affirmative> is moving faster on, I won't say commodity hardware, but like could be white box or HP, Dell, whatever it's gonna be that scale differentiation and the edge story is, is a good one. And I think with what we're seeing in the market now it's the industrial edge. The back office was gen one cloud back office data center. Now it's hybrid. The focus will be industrial edge machine learning and AI, and they have it here. And there's some, some early conversations with, uh, I heard it from, uh, this morning, you guys interviewed, uh, uh, John Schultz, right? With the world economic 4k birth Butterfield. She was amazing. And then you had Justin bring up a Hoar, bring up quantum. Yes. That is a differentiator. >>HP. >>Yes. Yeah. You, they have the computing shops. They had the R and D can they bring it to the table >>As, as HPC, right. To what they Schultz for of uh, the frontier system. Right. So very impressed. >>So the ecosystem is the key for them is because that's how they're gonna fill the gaps. They can't, they can't only, >>They could, they could high HPC edge piece. I wouldn't count 'em out of that game yet. If you co-locate a box, I'll use the word box, particularly at a telco tower. That's a data center. Yep. Right. If done properly. Yep. So, you know, what outpost was supposed to do actually is a hybrid opportunity. Aruba >>Gives them a unique, >>But the key thing is right. It's a yin and yang, right? It's the ecosystem it's partners to bring those software workload. Absolutely. Right. But HPE has to keep the platform attractive enough. Right. And the key thing there is that you have this workload capability thing that you can bring things, which you've built yourself. I mean, look at the telcos right. Network function, visualization, thousands of man, years into these projects. Right. So if I can't bring it to your edge box, no, I'm not trying to get to your Xbox. Right. >>Hold I gotta ask you since in the Dave too, since you guys both here and Lisa, you know, I said on the opening, they have serious customers and those customers have serious problems, cyber security, ransomware. So yeah. I teach transformation now. Industrial transformation machine learning, check, check, check. Oh, sounds good. But at the end of the day, their customers have some serious problems. Right? Cyber, this is, this is high stakes poker. Yeah. What do you think HP's position for in the security? You mentioned containers, you got all this stuff, you got open source, supply chain, you have to left supply chain issues. What is their position with security? Cuz that's the big one. >>I, I think they have to have a mature attitude that customers expect from HPE. Right? I don't have to educate HP on security. So they have to have the partner offerings again. We're back at the ecosystem to have what probably you have. So bring your own security apart from what they have to have out of the box to do business with them. This is why the shocker this morning was back up in recovery coming. <laugh> it's kind like important for that. Right? Well >>That's, that's, that's more ransomware and the >>More skeleton skeletons in the closet there, which customers should check of course. But I think the expectations HP understands that and brings it along either from partner or natively. >>I, I think it's, I think it's services. I think point next is the point of integration for their security. That's why two thirds is software and services. A lot of that is services, right? You know, you need security, we'll help you get there. We people trust HP >>Here, but we have nothing against point next or any professional service. They're all hardworking. But if I will have to rely on humans for my cyber security strategy on a daily level, I'm getting gray hair and I little gray hair >>Red. Okay. I that's, >>But >>I think, but I do think that's the camera strategy. I mean, I'm sure there's a lot of that stuff that's beginning to be designed in, but I, my guess is a lot of it is services. >>Well, you got the Aruba. Part of the booth was packed. Aruba's there. You mentioned that earlier. Is that good enough? Because the word zero trust is kicked around a lot. On one hand, on the other hand, other conversations, it's all about trust. So supply chain and software is trusting trust, trust and verified. So you got this whole mentality of perimeter gone mentality. It's zero trust. And if you've got software trust, interesting thoughts there, how do you reconcile zero trust? And then I need trust. What's what's you? What are you seeing older on that? Because I ask people all the time, they're like, uh, I'm zero trust or is it trust? >>Yeah. The middle ground. Right? Trusted. The meantime people are man manipulating what's happening in your runtime containers. Right? So, uh, drift control is a new password there that you check what's in your runtime containers, which supposedly impenetrable, but people finding ways to hack them. So we'll see this cat and mouse game going on all the time. Yeah. Yeah. There's always gonna be the need for being in a secure, good environment from that perspective. Absolutely. But the key is edge has to be more than Aruba, right? If yeah. HV goes away and says, oh yeah, we can manage your edge with our Aruba devices. That's not enough. It's the virtual probability. And you said the important thing before it's about the data, right? Because the dirty secret of containers is yeah, I move the code, but what enterprise code works without data, right? You can't say as enterprise, okay, we're done for the day check tomorrow. We didn't persist your data, auditor customer. We don't have your data anymore. So filling a way to transport the data. And there just one last thought, right? They have a super interesting asset. They want break lands for the venerable map R right. Which wrote their own storage drivers and gives you the chance to potentially do something in that area, which I'm personally excited about. But we'll see what happens. >>I mean, I think the holy grail is can I, can I put my data into a cloud who's ever, you know, call it a super cloud and can I, is it secure? Is it governed? Can I share it and be confident that it's discoverable and that the, the person I give it to has the right to use it. Yeah. And, and it's the correct data. There's not like a zillion copies running. That's the holy grail. And I, I think the answer today is no, you can, you can do that maybe inside of AWS or maybe inside of Azure, look maybe certainly inside of snowflake, can you do that inside a GreenLake? Well, you probably can inside a GreenLake, but then when you put it into the cloud, is it cross cloud? Is it really out to the edge? And that's where it starts to break down, but that's where the work is to be done. That's >>The one Exide is in there already. Right. So men being men. Yeah. >>But okay. But it it's in there. Yeah. Okay. What do you do with it? Can you share that data? What can you actually automate governance? Right? Uh, is that data discoverable? Are there multiple copies of that data? What's the, you know, master copy. Here's >>A question. You guys, here's a question for you guys analyst, what do you think the psychology is of the CIO or CSO when HP comes into town with GreenLake, uh, and they say, what's your relationship with the hyperscalers? Cause I'm a CIO. I got my environment. I might be CapEx centric or Hey, I'm open model. Open-minded to an operating model. Every one of these enterprises has a cloud relationship. Yeah. Yeah. What's the dynamic. What do you think the psychology is of the CIO when they're rationalizing their, their trajectory, their architecture, cloud, native scale integration with HPE GreenLake or >>HP service. I think she or he hears defensiveness from HPE. I think she hears HPE or he hears HPE coming in and saying, you don't need to go to the cloud. You know, you could keep it right here. I, I don't think that's the right posture. I think it should be. We are your cloud. And we can manage whether it's OnPrem hybrid in AWS, Azure, Google, across those clouds. And we have an edge story that should be the vision that they put forth. That's the super cloud vision, but I don't hear it >>From these guys. What do you think psycho, do you agree with that? >>I'm totally to make, sorry to be boring, but I totally agree with, uh, Dave on that. Right? So the, the, the multi-cloud capability from a trusted large company has worked for anybody up and down the stack. Right? You can look historically for, uh, past layers with cloud Foundry, right? It's history vulnerable. You can look for DevOps of Hashi coop. You can look for database with MongoDB right now. So if HPE provides that data access, right, with all the problems of data gravity and egres cost and the workability, they will be doing really, really well, but we need to hear it more, right. We didn't hear much software today in the keynote. Right. >>Do they have a competitive offering vis-a-vis or Azure? >>The question is, will it be an HPE offering or will, or the software platform, one of the offerings and you as customer can plug and play, right. Will software be a differentiator for HP, right. And will be close, proprietary to the point to again, be open enough for it, or will they get that R and D format that, or will they just say, okay, ES MES here on the side, your choice, and you can use OpenShift or whatever, we don't matter. That's >>The, that's the key question. That's the key question. Is it because it is a competitive strategy? Is it highly differentiated? Oracle is a highly differentiated strategy, right? Is Dell highly differentiated? Eh, Dell differentiates based on its breadth. What? >>Right. Well, let's try for the control plane too. Dell wants to be an, >>Their, their vision is differentiated. Okay. But their execution today is not >>High. All right. Let me throw, let me throw this out at you then. I'm I'm, I'm sorry. I'm I'm HPE. I wanna be the glue layer. Is that, does that fly? >>What >>Do you mean? The group glue layer? I'll I wanna be, you can do Amazon, but I wanna be the glue layer between the clouds and our GreenLake will. >>What's the, what's the incremental value that, that glue provides, >>Provides comfort and reliability and control for the single pane of glass for AWS >>And comes back to the data. In my opinion. Yeah. >>There, there there's glue levels on the data level. Yeah. And there's glue levels on API level. Right. And there's different vendors in the different spaces. Right. Um, I think HPE will want to play on the data side. We heard lots of data stuff. We >>Hear that, >>But we have to see it. Exactly. >>Yeah. But it's, it's lacking today. And so, Hey, you know, you guys know better than I APIs can be fragile and they can be, there's a lot of diversity in terms of the quality of APIs and the documentation, how they work, how mature they are, what, how, what kind of performance they can provide and recoverability. And so just saying, oh wow. We are living the API economy. You know, the it's gonna take time to brew, chime in here. Hi. >><laugh> oh, so guys, you've all been covering HPE for a long time. You know, when Antonio stood up on stage three years ago and said by 2022, and here we are, we're gonna be delivering everything as a service. He's saying we've, we've done it, but, and we're a new company. Do you guys agree with that? >>Definitely. >>I, yes. Yes. With the caveat, I think, yes. The COVID pandemic slowed them down a lot because, um, that gave a tailwind to the hyperscalers, um, because of the, the force of massive O under forecasting working at home. I mean, everyone I talked to was like, no one forecasted a hundred percent work at home, the, um, the CapEx investments. So I think that was an opportunity that they'd be much farther along if there's no COVID people >>Thought it wasn't impossible. Yeah. But so we had the old work from home thing right. Where people trying to get people fired at IBM and Yahoo. Right. So I would've this question covering the HR side and my other hat on. Right. And I would ask CHS let's assume, because I didn't know about COVID shame on me. Right. I said, big California, earthquake breaks. Right. Nobody gets hurt, but all the buildings have to be retrofitted and checked for seism logic down. So everybody's working from home, ask CHS, what kind of productivity gap hit would you get by forcing everybody working from home with the office unsafe? So one, one gentleman, I won't know him, his name, he said 20% and the other one's going ha you're smoking. It's 40 50%. We need to be in the office. We need to meet it first night. And now we went for this exercise. Luckily not with the California. Right. Well, through the price of COVID and we've seen what it can do to, to productivity well, >>The productivity, but also the impact. So like with all the, um, stories we've done over two years, the people that want came out ahead were the ones that had good cloud action. They were already in the cloud. So I, I think they're definitely in different company in the sense of they, I give 'em a pass. I think they're definitely a new company and I'm not gonna judge 'em on. I think they're doing great. But I think pandemic definitely slowed 'em down that about >>It. So I have a different take on this. I think. So we've go back a little history. I mean, you' said this, I steal your line. Meg Whitman took one for the Silicon valley team. Right. She came in. I don't think she ever was excited that I, that you said, you said that, and I think you wrote >>Up, get tape on that one. She >>Had to figure out how do I deal with this mess? I have EDS. I got PC. >>She never should have spun off the PC, but >>Okay. But >>Me, >>Yeah, you can, you certainly could listen. Maybe, maybe Gerstner never should have gone all in on services and IBM would dominate something other than mainframes. They had think pads even for a while, but, but, but so she had that mess to deal with. She dealt with it and however, they dealt with it, Antonio came in, he, he, and he said, all right, we're gonna focus the company. And we're gonna focus the mission on not the machine. Remember those yeah. Presentations, but you just make your eyes glaze over. We're going all in on Azure service >>And edge. He was all on. >>We're gonna build our own cloud. We acquired Aruba. He made some acquisitions in HPC to help differentiate. Yep. And they are definitely a much more focused company now. And unfortunately I wish Antonio would CEO in 2015, cuz that's really when this should have started. >>Yeah. And then, and if you remember back then, Dave, we were interviewing Docker with DevOps teams. They had composability, they were on hybrid really early. I think they might have even coined the term hybrid before VMware tri-state credit for it. But they were first on hybrid. They had DevOps, they had infrastructure risk code. >>HPE had an HP had an awesome cloud team. Yeah. But, and then, and then they tried to go public cloud. Yeah. You know, and then, you know, just made them, I mean, it was just a mess. The focus >>Is there. I give them huge props. And I think, I think the GreenLake to me is exciting here because it's much better than it was two years ago. When, when we talked to, when we started, it's >>Starting to get real. >>It's, it's a real thing. And I think the, the tell will be partners. If they make that right, can pull their different >>Ecosystem, >>Their scale and their customers and fill the software gas with partners mm-hmm <affirmative> and then create that integration opportunity. It's gonna be a home run if they don't do that, they're gonna miss the operating, >>But they have to have their own to your point. They have to have their own software innovation. >>They have to good infrastructure ways to build applications. I don't wanna build with somebody else. I don't wanna take a Microsoft stack on open source stack. I'm not sure if it's gonna work with HP. So they have to have an app dev answer. I absolutely agree with that. And the, the big thing for the partners is, which is a good thing, right? Yep. HPE will not move into applications. Right? You don't have to have the fear of where Microsoft is with their vocal large. Right. If AWS kind of like comes up with APIs and manufacturing, right. Google the same thing with their vertical push. Right. So HPE will not have the CapEx, but >>Application, >>As I SV making them, the partner, the bonus of being able to on premise is an attractive >>Part. That's a great point. >>Hold. So that's an inflection point for next 12 months to watch what we see absolutely running on GreenLake. >>Yeah. And I think one of the things that came out of the, the last couple events this past year, and I'll bring this up, we'll table it and we'll watch it. And it's early in this, I think this is like even, not even the first inning, the machine learning AI impact to the industrial piece. I think we're gonna see a, a brand new era of accelerated digital transformation on the industrial physical world, back office, cloud data center, accounting, all the stuff. That's applications, the app, the real world from space to like robotics. I think that HP edge opportunity is gonna be visible and different. >>So guys, Antonio Neri is on tomorrow. This is only day one. If you can imagine this power panel on day one, can you imagine tomorrow? What is your last question for each of you? What is your, what, what question would you want to ask him tomorrow? Hold start with you. >>How is HPE winning in the long run? Because we know their on premise market will shrink, right? And they can out execute Dell. They can out execute Lenovo. They can out Cisco and get a bigger share of the shrinking market. But that's the long term strategy, right? So why should I buy HPE stock now and have a good return put in the, in the safe and forget about it and have a great return 20 years from now? What's the really long term strategy might be unfair because they, they ran in survival mode to a certain point out of the mass post equipment situation. But what is really the long term strategy? Is it more on the hardware side? Is it gonna go on the HPE, the frontier side? It's gonna be a DNA question, which I would ask Antonio. >>John, >>I would ask him what relative to the macro conditions relative to their customer base, I'd say, cuz the customers are the scoreboard. Can they create a value proposition with their, I use the Microsoft 365 example how they kind of went to the cloud. So my question would be Antonio, what is your core value proposition to CIOs out there who want to transform and take a step function, increase for value with HPE? Tell me that story. I wanna hear. And I don't want to hear, oh, we got a portfolio and no, what value are you enabling your customers to do? >>What and what should that value be? >>I think it's gonna be what we were kind of riffing on, which is you have to provide either what their product market fit needs are, which is, are you solving a problem? Is it a pain point is a growth driver. Uh, and what's the, what's that tailwind. And it's obviously we know at cloud we know edge. The story is great, but what's the value proposition. But by going with HPE, you get X, Y, and Z. If they can explain that clearly with real, so qualitative and quantitative data it's home >>Run. He had a great line of the analyst summit today where somebody asking questions, I'm just listening to the customer. So be ready for this Steve jobs photo, listening to the customer. You can't build something great listening to the customer. You'll be good for the next quarter. The next exponential >>Say, what are the customers saying? <laugh> >>So I would make an observation. And my question would, so my observation would be cloud is growing collectively at 35%. It's, you know, it's approaching 200 billion with a big, big four. If you include Alibaba, IBM has actually said, Hey, we're gonna gr they've promised 6% growth. Uh, Cisco I think is at eight or 9% growth. Dow's growing in double digits. Antonio and HPE have promised three to 4% growth. So what do you have to do to actually accelerate growth? Because three to 4%, my view, not enough to answer Holger's question is why should I buy HPE stock? Well, >>If they have product, if they have customer and there's demand and traction to me, that's going to drive the growth numbers. And I think the weak side of the forecast means that they don't have that fit yet. >>Yeah. So what has to happen for them to get above five, 6% growth? >>That's what we're gonna analyze. I mean, I, I mean, I don't have an answer for that. I wish I had a better answer. I'd tell them <laugh> but I feel, it feels, it feels like, you know, HP has an opportunity to say here's the new HPE. Yeah. Okay. And this is what we stand for. And here's the one thing that we're going to do that consistently drives value for you, the customer. And that's gonna have to come into some, either architectural cloud shift or a data thing, or we are your store for blank. >>All of the above. >>I guess the other question is, would, would you know, he won't answer a rude question, would suspending things like dividends and stock buybacks and putting it into R and D. I would definitely, if you have confidence in the market and you know what to do, why wouldn't you just accelerate R and D and put the money there? IBM, since 2007, IBM spent is the last stat. And I'm looking go in 2007, IBM way, outspent, Google, and Amazon and R and D and, and CapEx two, by the way. Yep. Subsequent to that, they've spent, I believe it's the numbers close to 200 billion on stock buyback and dividends. They could have owned cloud. And so look at this business, the technology business by and large is driven by innovation. Yeah. And so how do you innovate if >>You have I'm buying, I'm buying HP because they're reliable high quality and they have the outcomes that I want. Oh, >>Buy their products and services. I'm not sure I'd buy the stock. Yeah. >>Yeah. But she has to answer ultimately, because a public company. Right. So >>Right. It's this job. Yeah. >>Never a dull moment with the three of you around <laugh> guys. Thank you so much for sharing your insights, your, an analysis from day one. I can't imagine what day two is gonna bring tomorrow. Debut and I are gonna be anchoring here. We've got a jam packed day, lots going on, hearing from the ecosystem from leadership. As we mentioned, Antonio is gonna be Tony >>Alma Russo. I'm dying. Dr. >>EDMA as well as on the CTO gonna be another action pack day. I'm excited for it, guys. Thanks so much for sharing your insights and for letting me join this power panel. >>Great. Great to be here. >>Power panel plus me. All right. For Holger, John and Dave, I'm Lisa, you're watching the cube our day one coverage of HPE discover wraps right now. Don't go anywhere, cuz we'll see you tomorrow for day two, live from Vegas, have a good night.

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hey everyone. Welcome to Las Vegas. It's the cube live on the show floor at HPE discover 2022, the first in person discover in three years, there are about 8,000 people here. The keynote was standing room only Lisa Martin here. I got a powerhouse group joining me for this keynote analysis. Dave ante joins us, Keith Townsend, John farrier, guys. Lot of news. It's all about HPE GreenLake. What were some of the things Dave, that stuck out to you? >>Well, I'll tell you right now, I gotta just quote, Antonio OIR said, Neri said four years ago, I declared that the enterprise of the future would be edge centric, cloud enabled and data driven. As a result, we launched HPE GreenLake. It kind of declared victory. Now I would say that what they're talking about and what they announced, I would consider table stakes. You know, I wish it started in 2014. I wish Antonio took over in 2015 instead of 2018, but I have to give credit, he's brought a focus and uh, and a, he think he's amped it up, John. I mean, if he's really prioritizing, uh, the, as a service they're going on in all in they're burning the boats, uh, and it's good. They got a lot of work to do. They >>Got a lot of work to do three years ago, John Antonio stood on this very stage saying we, and by 2022, we're gonna be delivering our entire portfolio as a service here we are with GreenLake. What I wanna get your thoughts on Keith's as well. >>Yeah. Well, first of all, I think that the crowded house was, uh, and a sign of people wanna come back together. So it's, to me, that was the first good news I saw, which was the HP community, their customer base. They're all here. They're glad to be back and forth. So it shows that they, their customer base it's resonating their value proposition of annual recurring revenue as a service plus the contract values with GreenLake are up. So this resonance with the customers, Dave, on the new operating model, that's a great check the box there. Um, I would say that I don't think HP's, as far along as Antonio had hopes, he'd be the pandemic was a setback. Um, but GreenLake is a real shining star. It's, uh, it's producing some green if you will money for them in terms of contracts, but they still got a lot more work to do because they're in a really interesting zone, Dave, because edge the cloud, although relevant and accurate where the, the shift is going, are they really there with, with the goods? And to me, I'm looking forward to seeing this discover if they have it or not. Certainly the messaging's good, but we're gonna UN UN unpeel that onion back and look at it. But >>Keith they're on the curve, right? At least they're on the cloud curve. >>They're absolutely on the curve. They have APIs, they have consistent developer experience. They announced the developer portal. They're developer centric. You can now consume your three par storage array services via a Terraform, uh, provider. They speak the language of cloud practitioners. You might struggle a little bit if I'm a small startup, you know, why would I look towards HPE? They kind of answered that a little bit. They had evil genius as a customer on stage, not a huge organization. A lot of the pushback they've been given is that if I may startup, I can simply go to a AWS portal, launch, a free trial service and run it. HPE kind of buried the lead. They now have, at least they announced preannounced the capability to, to trial GreenLake. So they're moving in the right direction. But you know, it's, it's it's table states. Well, >>Here's the thing. Here's the dynamic day that's going on. This is something that we've got got we're first of we've been covering HPE HP for now 11 years with the cube and look at Amazon's success and look at where Amazon's struggling. If you can say that they're having crossed overs to the enterprise, uh, cuz the enterprises are now just getting up to speed. You're seeing the rise of lack of talent. It certainly changing, uh, cyber security. You can't find talent. Kubernetes, good luck with that. Try to find someone. So you're seeing the enterprise aren't really geared up or staffed up for doing what I call, you know, high end cloud. So the rise of managed services is, is what we're seeing out there right now. You want Kubernetes clusters is a great set of managed services. You want other services? So that's the tell sign that the enterprises H HP's customers are now walking before they can run. They're crawling, they're now they're walking. So it's they have time to get in the Amazon lane in my opinion. Well, you >>Think about the hallmarks of cloud, obviously there's as a service, there's consumption based pricing. There's a developer, you know, friendliness, uh, there's ecosystem, which is really, really important. I think today, a lot of the ecosystem is partners, resellers and managed service providers. And to your point, Keith table stakes are things like single sign on being able to have, you know, a console being able to do it from a, from a URL to your point about startups is really interesting because that's one of the other hallmarks of cloud is you attract startups. And Lisa, we were at the snowflake summit and I asked the same question, can snowflake attract startups with their own super cloud. And what you saw was ecosystem partners developing in the snowflake cloud and monetizing. And that's something that we're waiting to see here. And I, I think they know >>You're suggesting way you suggesting that HP's gonna attract startups. >>Well, >>I, I think that's a sign if they can do that. That's a sign. And, and right now, I mean, you heard the example that Keith Keith gave. Uh, but, but not, not many. >>Yeah. I'm hoping that H I don't think HP is gonna ever attract startups, but I think the opportunity GreenLake affords the ecosystem is build clouds or purpose driven clouds around GreenLake. Mm-hmm <affirmative> whether it's the agreement with Equinix or all the cos and semi clouds, I think GreenLake gets most small CSPs, a leg up or 80% of the way there, where they can add that 20% of the IP and build services around GreenLake. And then that can attract the, the startup >>Or entrepreneurs. So the, the big question is, okay, where are these developers gonna come from? They could come from incumbents inside of companies. You know, the, the, the DevOps crowd from the enterprise, the really ops dev crowd. Right? I mean, yeah, don't you see that as a sort of a form of innovation startup, even though it's not a true startup. >>Yeah. Even though it's not, >>So Todd's making faces over there, we <laugh> >>Look, it, look it, they have >>Listen, if they don't, if they can't >>Do that, no, this is their focus is not startups. I agree with Keith on this one, they have to take care of business, home Depot. They have big customers and they have a lot of SMBs as well. They've got a great channel. H HP's got amazing infrastructure and, and client action going on. They gotta get the operating model, right job one as a service ARR, and then contract value and, and nail that with GreenLake. >>Who's their ideal customer profile. >>Their ideal is their install base. Look what Microsoft did with 365, they were going down. Their stock price was 26. At one point go to the, they went to the cloud 365, moved everything to the cloud and look at the success they're having. HP has the same kind of installed base. They gotta bring them along. They gotta get the operating model, right. And the developers that they're targeting are the ones inside the company and, or manage services that they're gonna go to the ecosystem for. That's where the cloud native comes in. That's where thing kind of comes together. So to me, I'm bullish on the operating model, but I'm skeptical that HP can get that cloud native developer. I haven't seen it yet. I'm looking for it. We're gonna look for it here. >>A key to that is going to be consistently. I, the, one of the things I'm looking for on the tech side, I, I hate to compare what HPE is doing to what VMware did with vCloud error years ago, but vCloud error on the outside looked >>Wonderful. Yes, >>It did. Once you tried to use it, it was just flaky underneath. And that's the part I'm looking to see customers pounding on it and saying, you know what API call after API I call, can I, uh, provision 10,000 pods a day? Does it scale down? Does it scale? And is it consistent? Is it >>Fragile Al roo she's co seasoned veteran? Uh, she was at V VMware cloud. She saw that movie. She gets a Mulligan, Dave. So I think her leadership is impressive. And I think she could bring a lot to the table to your point about don't make that same mistake and they gotta get this architecture, right. If they get the operating model right with GreenLake, they can double down on that and enable the developers that are driving the digital transformation. That to me is the, the key positions that they have to nail. And they do that. The rest is just fringe work. In my opinion, >>The reason why Alma was brought in, sorry, Lisa, it was, and then you gotta chime in here was to really build out that platform so that internal people at HPE can actually build value on top of it and the ecosystem that's her priority. >>We're gonna hear a lot from the ecosystem in the next couple of days, but I wanna get your perspective on, you've been following HPE a long time, all three of you. What are some of the things that you're hearing right now that are differentiators? We were just at Dell technologies. We talking about apex. We saw the big announcement they had with snowflake. We were at snowflake two weeks ago. I wanna get all three of your opinions on what are you seeing? Where is HP leading? >>I mean, HPE and Dell will, both with Dell, with apex are go, they're both gonna differentiate with their strengths. And, you know, for Dell, that's their breadth and their, their portfolio. And for, for HPE, that's their sort of open posture. I mean, John, you, you know this well, uh, that's their, their ecosystem, which I know has to evolve. And to me, their focus, you know, Antonio laid out some of the key differentiators. I, I, I think some of them were kind of, you know, pushing the envelope a little bit. Uh, but, but I think they're focus on as a service burning the, the, the boats telling wall street, this is our business. I think that's their differentiator. Is that they're, they're all in. >>Yeah. I, I think they, they try to highlight it by re announcing their private cloud service. I don't even know why they needed to announce that they have a private cloud. GreenLake is a cloud it's is a private cloud >>With block storage, hit disaster recovery. It's like good >>With like everything you get. But I think the, the key is, is that all of that is available today and you can get it in all kinds of frame of, of formats and, and frames specifically, if I'm a customer and I wanna get outta the data center and you, you know, Dave, we go back and forth about this all the time, and I wanna repatriate some workloads to Kubernetes on prem. I don't need to spend up another data center. I can go to Equinix, get GreenLake min IO, object storage on the back end, HPE lighthouse, all those services that I need for Kubernetes and repatriate my workloads without buying a new data center. And I get it as a service. I can get that Dave from HPE GreenLake, Dell apex is on the way. The >>Other thing they're differentiating with Aruba, that's something that Dell doesn't have. Yeah. And, and that is their edge play, I think is stronger than >>Of the others. Mean the, to me, the differentiator for HP is their, their history. Their channel's amazing. They got great Salesforce and they have serious customers and they have serious customers that have serious problems, uh, cyber security, uh, infrastructure, the security paradigm's changed. Uh, the deployment is changed how they deploy applications in their customer base. So they gotta step up to that challenge. And I think their differentiator is gonna be their size, their field and their ability to bring that operating model. And the hybrid model is a steady state. That's clear multi-cloud is just hybrids stitched together, but hybrid cloud, which is basically on premises and cloud to edge operating model is the number one thing that they need to nail. And if they nail that right, they will have a poll position that they could accelerate on. And again, I'm really gonna be watching how well they could enable cloud native developers, okay. To build modern agile applications while solving those serious problems with those serious customers. So again, I think hybrids spun in their direction. I'm not gonna say they got lucky, cuz they've always been on the hybrid bandwagon since we've been covering them. But I thought they'd be for a long day, but they're lucky to have hybrid. That's good for them. And I think do what Microsoft did convert their customers over and they do that, right? >>I think the key to that is gonna be ecosystem. Again, the developers need to see, especially the data piece, they talk about the cloud operating model. I think they're really moving that direction. The data piece to me is the weakest. Like they'll, they'll make claims that we can do anything that the cloud can do. You can't run snowflake, can't run data bricks, can't run Mongo Atlas. So they gotta figure out that data layer and that's optionality of, of data stores. And they don't have that today. >>Yeah. They, they, they have an announcement coming and I can't pre-announce it, but they're, they've, I've deemed them against it. They have the vision, Emeral data services, their data fabric multi-protocol access is a great start. They need the data network behind it. They need the ability to build a super cloud, a across multiple cloud providers, bringing some Google infos love inside of, uh, right next to your data. They have the hardware, they have the infrastructure, but they don't have the services. >>That's a key thing. I think one, you just brought up great point, Keith, and that is, is that at the end of the day, Dave, we're in a market now where agility and speed can be accomplished by startups or any company and HP's customers. Okay. Can move fast too. Okay. And so whoever can extend that value. If HPE can enable value creation for their customers, that's gonna be truly their, their task at hand, they got the channel, they got some leverage, but at the end of the day, the customers have alternatives now and they can move faster to get the value that they need to solve their serious problems. Uh, like cyber, like scalable infrastructure, like infrastructures code, like data ops, like AI ops, it's all here. And it's all coming really fast. Can GreenLake carry the day. And >>By the way, everything we just said about GreenLake in terms of table stakes and everything else, it applies for Dell. >>Yeah, absolutely. >>No question. It does guys. We have, and jam packed three days. We're gonna be talking with the ecosystem. We're gonna be talking with HPE leaders with customers. You're gonna hear all of these, uh, all this information unpacked over the next three days. We will be right back with our first guest for Dave ante, Keith Townson and John furrier. I'm Lisa Martin. Our first guest joins us momentarily.

>>Hey, everyone, welcome back to the cubes on the ground. Coverage of Pedro Duty Summit 22. I'm your host, Lisa Martin. I'm very excited to be joined by Manjula Toleration, the S VP and chief customer officer at page duty. Welcome to the programme. >>Thank you, Lisa. It's great to have chatted with you this morning as well, >>isn't it? I have had the great fortune of watching her fireside chat. That Mandela did, um, with is the logic monitor that was >>she of logic. >>And I thought, She's got great energy. We're gonna have a great conversation. So let's talk about the customer experience these days. One of the things I think that's been very, very short supply in the pandemic is patience. I know it's been in short supply with me and, of course, in our consumer lives in our business lives. The customer experience, though, has been something that every company needs to really pin their businesses on. Because if it's not a good customer experience, that customer goes right to social media. They churn. They leave, but they take others down with them. Talk to me about how the customer experience fits into this year's summit. Especially for this, we have to be ready for everything in a digital world environment. >>I love this question, and I reason I love this question is I even look at my own behaviour. But before we get into that, let's talk about data. I'm just reading an article. Mackenzie did a survey. Did you know that from pre covid to today customer interactions that have moved to digital are from 41% to 65%? That's exponential. That's huge. And guess what? We've all got impatient. You become like our kids, and I think about myself as an individual. If I need tied right now to do my laundry, I need it right now. So if I go to Costco website to order it so that it can get delivered in the next hour, and even if there's a second glitch on it, I'll swap over to Amazon and I'll swap over to target. That's what's happening in real world, whether it be to see or it's b to B, and why is it important to the points we are making in terms of ready for anything in the world of digital everything. It's important because customers are impatient. It's a digital world. I don't walk into the store to do any interactions anymore. And the reality of all of this is it's grounded on trust. Customers have to trust you and the window of choice not only in the B two b, but a lot in the enterprise and the B to B world. It's about trust, right? And what does pager duty do? Pager duty is at the heart of this pager. Duty is at the heart of making every second matter, and every second is equal to money. Absolutely. And it's about customer experience. And it isn't about just the experience where of an employee who may not sleep at night because they got a disruption due to an incident which is also super important during the mass resignation. But it is also about the CEO agenda and the boardroom, because how our CEO s driving customer trust in order to keep customers and drive this new era of digital everything as digital transformation is occurring. Well, >>I know patriarchy was doing that. I had the chance to watch um, CEO Jennifer to, uh, fireside chat, her keynote, and then her fireside chat with the CEO of Doc, You Sign And you. The Storey was very bidirectional, very symbiotic in terms of the trust that he has in Houston and Austin has and Pedro duty. But talk to me as the chief customer officer. What is it that's unique about how patriarchy works with its customers? 21,000 plus now to build and maintain that trust, especially in such volatile times? >>You know what is really cool? I joined page duty a little less than two years ago. In the next few days, it'll be two years now. What do I find exciting as a chief customer officer and the go to market teams differentiation versus other customers? We had a born SAS company and what do we have access to form our customers? We have access to their operations data and that combination of our core values that is championing the customer and the data science that we have about how customers are using our data is a differentiation. That's the magic. So if you think about why pager duty is bringing this level of trust to the customers, it's because we know how many and let's take an example. Employee retention, mass resignation. We know which employee was called. How many times at night during an outage. Can we give that guidance to managers and leaders in order to drive that trust? Absolutely. And on the other hand, we are driving amazing return on investment at the executive levels for the customer experience that they are driving. So Peter Duty is becoming the trusted advisor all the way from practitioners, where we are improving their work life balance to the executive levels, >>improving work. Life balance is so critical. There was a stat that Sean Scott shared this morning that that was looking at the amount of work volume from 2020 compared to 2021 42% of people said, I am working more hours. I don't think I've ever heard anyone say, Can I work more? Please? No. That work life balance is critical, but also the ability to deliver that seamless digital customer experience that we all expect, Um, and and to get it right the first time is critical. But using that customer data as you're saying, empowering the organisations, not just the customer support folks or the SRS or the develops folks but all the way up to the C suite to ensure that their brand reputation is valuable, it's maintained, and that trust is really bidirectional. That's the secret sauce. >>You're absolutely right. You know, there's a different dimension to this as well. We think about how we're using customer data in order to achieve the results. We want three vectors here. Number one is we'll use customer data to really understand what is best in class on up time. What is the best in class to reduce noise during alert, what is best in best in class for customer service operations? And because we have customer data, we can benchmark we can benchmark. What industry? What's happening in the financial services industry? What's happening in the technology industry? What's happening in the retail industry. Our customers love that, so we will share with them. The customer success organisation, especially the customer success managers, will go in and meet with the customers and say This is where you stand in reference to your peers and customers love here about that. This is the differentiated value proposition, right? The second thing that our customer success managers do is share with the customers This is where you are in reference to your peers in your vertical other vertical. But let me tell you how you can improve your deployment, the performance of our technology and you're all operating model. As a result of the data we've got, >>there's the proactive nous. That's another differentiator of of what I was hearing today from pager duty. That you're enabling those CSM is to be proactive when so often many are reactive, and it's the customer that's found the problem first. >>Yes, I'll even talk more about the reactive to proactive. We build a methodology, and I'm sure Shaun Scott covered it as well, which is a maturity curve moving from reactive to proactive because so many of our customers are saying we are reacting when we have a disruption on our digital platform, but 30% of the times we are hearing from customers before we are hearing from ourselves. So how do we become proactive? And how does that data signs actually start showing the signs when a potential disruption could occur? And that is about moving reactive to overall proactive. I'd also like to add one more dimension to this, you know, when customers are doing really well. They're optimised on our platform. They don't want to hear from our post sales organisation all the time. They want a human touch when they need it. They want a digital touch when they need it. By using our data and our data science, we are becoming one of the best world class customer success organisations in the world and you ask why? The reason is because we are using data science in order to build and we have built the early warning system. The early warning system tells us how every single of our customers is doing in terms of both their growth as well as the risk that they may leave us. So if a customer is very healthy on a scale of 1 200 if we have a healthy customer, we will engage with them potentially just digitally and engage with them with our services are customer success team and our entire post sales organisation, when there is an optimisation and when they really need us. So data scientists being used not only in terms of giving customer the right information to grow them, but how we interact with them as well, >>that's brilliant. And there's so many organisations that I talked to across industries that cannot get that right. >>And >>so customers are being contacted too frequently. They may have said. I opted out, I don't want and then suddenly that that the first responders, the incident responders, is marketing. But that happens so frequently, you think. But there's an opportunity there. It's not rocket science, but it's about leveraging that data in an optimal, smart way. But you guys are light years ahead of a lot of other companies that haven't figured that >>out. No, we are leading edge and we are leading edge because we had a born SAS company and we've got effective operations data of the customer, and we have some of the best data scientists and the analysts within my organisation. Looking at this, engaging with the customer and only optimising the magic is data science and humans coming together to engage with customers and drive customer success for the customer and ultimately building their customer experience for their customers. >>Let's talk about some of the numbers Mandela, because they are really impressive. I was looking at some stats. You're paid your duties renewal rates are over 95%. Your growth is incredible, just coming off the biggest quarter ever, but also the gross annual benefit from customers. Talk to me about that alone. That can be up to $10 million. These read these tangible business outcomes that pager duty is delivering to customers are significant, >>and again, it's based on data science. This is not making you know what traditional companies do. Traditional companies will go to the customer and say, Tell me your business imperatives. Tell me your what are the business problems you're solving are because we have the data science. We have our oi arranging from 309 100% very impressive within a couple of months. We think about it if we are able to drive incidents that are very, very significant. And I know you've got the numbers in terms of growing our reducing the workload on very expensive engineering. Uh, individuals within the organisation from, I believe, 3200 and 25,000, and I know you have those numbers think about If 30% of your organisation focuses just on innovation and product development, worse is on an incident, and they work, life balance, the quality of life increases, the retention of the employees, and yet the company's only driving their growth. That is why our customers love us. That is why our renewal rates are greater than 95%. That's why a net retention scores are greater than 100 and 2020% over five quarters. And that is why we have more than 30% growth year over year, quarter over quarter. >>When I saw that stat Manville about you know, the number of incidents reduced, >>that >>translates to employee productivity and and looking at it in terms of FTE. From a quantity perspective, that's the first time I've seen a company and I interview a lot of companies actually put it in that perspective, and I thought, That is huge. That's how organisations should be talking about that rather than reducing feeds are going. We are victims of the great resignation is look at the impact that can be made here by using data science by using the right mix of human and automation together. It's that's the first time. So congratulations to you and Pedro duty for the first time I've seen that and I think everybody needs to be working to be able to explain it that way, especially the fact that we're still in a volatile environment. >>Absolutely. It's about customer experience, but it is just as much employee experience. There is so much that the industry is talking about. That's top of mind for board levels. That's top of mind from CEO S. How do I retain my employees and drive greater operational efficiency? And now, with the macro economic challenges that are occurring in terms of inflation and in and the cost to serve and increasing the profits are customers are making. Operational efficiency is becoming even more important so that the employees are focusing more on innovation rather than downtime or disruptions. And it's actually about growing the business rather than just running the business. And if we can optimise running the business growth is what our customers are looking >>for, right? I always think, and we're almost out of time here. But I always think the employee experience and the customer experience are like this, and they should be. But it's critical to optimise both. How do you when you talk to some of those big and our price customers. We have Doc Watson on the main stage this morning, but I was looking at the website and three that jumped out to me that I use peloton, salesforce and slack. How do you advise them? You have this wealthiest gold of information on customers. This is how you need to leverage it in the right way to grow your business. What are some of the top three things you recommend those customers do, for example, >>that so let me talk about a couple of customers as an example. There are some customers of ours in the retail business, or it is a telecommunication company that is trying to increase their, um, up time from 98.7% to 3 nines as an example, or a tech company that doesn't even know that they were down for six hours in one small part of their business. And we're trying to figure out how do we solve for that as customers are overall complaining. So for us as a organisation, the magic is again bringing data together employee engagement, and what we do is we use the data to engage with their customers to ultimately understand what is their business value proposition. If you don't do it in isolation, you do it in. What is the customer trying to achieve? Are they trying to achieve the best in class website? Are they trying to achieve increased operational efficiency? What are their metrics? What are their numbers? And we take our data, our people, to marry all of that together. And that's the magic. >>I love it. I wish we had more time. Angela. We are out of time but talking about the value of the customer experience, the impact that is possible to be made leveraging technologies like pager duty. It's It's revolutionising operations. It's revolutionising customers 21,000 plus one million plus users at a time. It's awesome. You have to come back so we can talk more because I can. No, we're just scratching the surface here. >>Yes, we are. This is a very, very exciting area right now, and it is a great opportunities for chief customer officers on really rallying the whole company on championing the customers because whether it's a product, our capabilities, it's really a major transformation happening in the in the industry, and we need to stay very close to it? >>Absolutely. Thank you so much for joining me today. It's been such a pleasure talking to you. I look forward to seeing you again. >>Real pleasure, Lisa, To get to know you. And the gun was she was awesome. >>Good. Thank you for Manjula. Televisa. I'm Lisa Martin. You're watching the cubes on the ground. Coverage of pager duty. Summit 22 from San Francisco. Thanks for watching. And bye for now. Mm mm. Mm mm.

(digital pulsing music) >> We're back at VeeamON 2022. My name is Dave Vellante. I'm here with my co-host David Nicholson. I've got another mass boy coming on. Patrick Osborne is the vice president of the storage business unit at HPE. Good to see you again, my friend. It's been a long time. >> It's been way too long, thank you very much for having me. >> I can't even remember the last time we saw each other. It might have been in our studios in the East Coast. Well, it's good to be here with you. Lots have been going on, of course, we've been following from afar, but give us the update, what's new with HPE? We've done some stuff on GreenLake, we've covered that pretty extensively and looks like you got some momentum there. >> Quite a bit of momentum, both on the technology front and certainly the customer acquisition front. The message is certainly resonating with our customers. GreenLake is, that's the transformation that's fueling the future of Hewlett Packard Enterprise. So the momentum is great on the technology side. We're at well over 50 services that we're providing on the GreenLake platform. Everything from solutions and workloads to compute, networking and storage. So it's been really fantastic to see the platform and being able to really delight the customers and then the momentum on the sales and the customer acquisition side, the customers are voting with their dollars, so they're very happy with the platform, certainly from an operational perspective and a financial consumption perspective and so our target goal, which we've said a bunch of times is we want to be the hyperscaler on on-prem. We want to provide that customer experience to the folks that are investing in the platform. It's going really well. >> I'll ask you a question, as a former analyst, it could be obnoxious and so forth, so I'll be obnoxious for a minute. I wrote a piece in 2010 called At Your Storage Service, saying the future of storage and infrastructure as a service, blah, blah, blah. Now, of course, you don't want to over-rotate when there's no market, there was no market for GreenLake in 2010. Do you feel like your timing was right on, a little bit late, little bit early? Looking back now, how do you feel about that? >> Well, it's funny you say that. On the timing side, we've seen iterations of this stops and start forever. >> That's true. Financial gimmicks. >> I started my career at Sun Microsystems. We talked about the big freaking Web-tone switch and a lot of the network is the computer. You saw storage networks, you've seen a lot, a ton of iterations in this category, and so, I think the timing's right right now. Obviously, the folks in the hyperscaler class have proved out that this is something that's working. I think for us, the big thing that's really resonating with the customers is they want the operational model and they want the consumption model that they're getting from that as a service experience, but they still are going to run a number of their workloads on-prem and that's the best place to do it for them economically and we've proved that out. So I think the time is here to have that bifurcated experience from operational and financial perspective and in the past, the technology wasn't there and the ability to deliver that for the customers in a manner that was useful wasn't there. So I think the timing's perfect right now to provide them. >> As you know, theCUBE has had a presence at HPE Discover. Previous, even HP Discover and same with Veeam. But we got a long history with HP/HPE. When Hewlett Packard split into two companies, we made the observation, Wow, this opens up a whole new ecosystem opportunity for HPE generally, in storage business specifically, especially in data protection and backup, and the Veeam relationship, the ink wasn't dry and all of a sudden you guys were partnering, throwing joint activities, and so talk about how that relationship has evolved. >> From my perspective, we've always been a big partnering company, both on the route to market side, so our distributors and partners, and we work with them in big channel business. And then on the software partnership side, that's always evolving and growing. We're a very open ecosystem and we like to provide choice for our customers and I think, at the end of the day, we've got a lot of things that we work on jointly, so we have a great value prop. First phase of that relationship was partnering, we've got a full boat of product integrations that we do for customers. The second was a lot of special sauce that we do for our customers for co-integration and co-development. We had a huge session today with Rick Vanover and Frederico on our team here to talk about ransomware. We have big customers suffering from this plague right now and we've done a lot together on the engineering side to provide a very, very well-engineered, well thought out process to help avoid some of these things. And so that wave, too, of how do we do a ton of co-innovation together to really delight our customers and help them run their businesses, and I think the evolution of where we're going now, we have a lot of things that are very similar, strategically, in terms of, we all talk about data services and outcomes for our customers. So at the end of the day, when we think about GreenLake, like our virtual machine backup as a service or disaster recovery, it's all about what workloads are you running, what are the most important ones, where do you need help protecting that data? And essentially, how can we provide that outcome to you and you pay it as an outcome. And so we have a lot of things that we're working on together in that space. >> Let's take a little bit of a closer look at that. First of all, I'm from California, so I'm having a really hard time understanding what either of you were saying. Your accents are so thick. >> We could talk in Boston. >> Your accents are so thick. (Dave laughing) I could barely, but I know I heard you say something about Veaam at one point. Take a closer look at that. What does that look like from a ransomware perspective in terms of this concept of air gaping or immutable, immutable volumes and just as an aside, it seems like Veeam is a perfect partnership for you since customers obviously are going to be in hybrid mode for a long time and Veeam overlays that nicely. But what does it look like specifically? Immutable, air gap, some of the things we've been hearing a lot about. >> I'm exec sponsor for a number of big HPE customers and I'll give you an example. One of our customers, they have their own cloud service for time management and essentially they're exploited and they're not able to provide their service. It has huge ripple effect, if you think about, on inability to do their service and then how that affects their customers and their customers' employees and all that. It's a disaster, no pun intended. And the thing is, we learn from that and we can put together a really good architectures and best practices. So we're talking today about 3-2-1-1, so having three copies of your data, two different types of media, having an offline copy, an offsite copy and an offline copy. And now we're thinking about all the things you need to do to mitigate against all the different ways that people are going to exploit you. We've seen it all. You have keys that are erased, primary storage that is compromised and encrypted, people that come in and delete your backup catalog, they delete your backups, they delete your snapshots. So they get it down to essentially, "I'm either going to have one set of data, it's encrypted, I'm going to make you pay for it," and 40 percent of the time they pay and they get the data back, 60 percent of the time they pay and they get maybe some of the data back. But for the most part, you're not getting your data back. The best thing that we can do for our customers that come with a very prescriptive set of T-shirt configuration sizes, standardization, best practices on how they can take this entire ecosystem together and make it really easy for the customers to implement. But I wouldn't say, it's never bulletproof, but essentially, do as much as you can to avoid having to pay that ransomware. >> So 3-2-1-1, three copies, meaning local. >> Patrick: Yeah. >> So you can do fast recovery if you need to. Two different types of media, so tape fits in here? Not necessarily flashing and spinning disks. Could it be tape? >> A lot of times we have customers that have almost four different types. So they are running their production on flash. We have Alletras with HPE networking and servers running specific workloads, high performance. We have secondary storage on-prem for fast recovery and then we have some form of offsite and offline. Offsite could be object storage in the cloud and then offline would be an actual tape backup. The tape is out of the tape library in a vault so no one can actually access it through the network and so it's a physical copy that's offline. So you always have something to restore. >> Patrick, where's the momentum today, specifically, we're at VeeamON, but with regard to the Veeam partnership, is it security and ransomware, which is a new thing for this world. The last two years, it's really come to the top. Is it cloud migration? Is it data services and data management? Where's the momentum, all of the above, but maybe you could help us parse that. >> What we're seeing here at Hewlett Packard Enterprise, especially through GreenLake, is just an overall focus on data services. So what we're doing is we've got great platforms, we always had. HPE is known as an engineering company. We have fantastic products and solutions that customers love. What we're doing right now is taking, essentially, a lot of the beauty of those products and elevating them into an operational experience in the cloud, so you have a set of platforms that you want to run, you have machine critical platform, business critical, secondary storage, archival, data analytics and I want to be able to manage those from the cloud. So fleet management, HCI management, protocol management, block service, what have you, and then I want a set of abstracted data services that are on top of it and that's essentially things like disaster recovery, backup, data immutability, data vision, understanding what kind of data you have, and so we'll be able to provide those services that are essentially abstracted from the platforms themselves that run across multiple types of platforms. We can charge them on outcome based. They're based on consumption, so you think about something like DR, you have a small set of VMs that you want to protect with a very tight RPO, you can pay for those 100 VMs that are the most important that you have. So for us driving that operational experience and then the cloud data service experience into GreenLake gives customers a really, gives them a cloud experience. >> So have you heard the term super cloud? >> Patrick: Yeah. (chuckles) >> Have you? >> Patrick: Absolutely. >> It's term that we kind of coined, but I want to ask you about it specifically, in terms of how it fits into your strategy. So the idea is, and you kind of just described it, I think, whether your data is on-prem, it's in the cloud, multiple clouds, we'll talk about the edge later, but you're hiding the underlying complexities of the cloud's APIs and primitives, you're taking care of that for your customers, irrespective of physical location. It's the common experience across all those platforms. Is that a reasonable vision, maybe, even from a technical standpoint, is it part of HPE strategy and what does it take to actually do that, 'cause it sounds nice, but it's probably pretty intense? >> So the proof's in the pudding for us. We have a number of platforms that are providing, whether it's compute or networking or storage, running those workloads that they plum up into the cloud, they have an operational experience in the cloud and now they have data services that are running in the cloud for us in GreenLake. So it's a reality. We have a number of platforms that support that. We're going to have a set of big announcements coming up at HPE Discover. So we led with Alletra and we have a block service, we have VM backup as a service and DR On top of that. That's something that we're providing today. GreenLake has over, I think, it's actually over 60 services right now that we're providing in the GreenLake platform itself. Everything from security, single sign on, customer IDs, everything, so it's real. We have the proof point for it. >> So, GreenLake is essentially, I've said it, it's the HPE cloud. Is that a fair statement? >> A hundred percent. >> You're redefining cloud. And one of the hallmarks of cloud is ecosystem. Roughly, and I want to talk more about you got to grow that ecosystem to be successful in cloud, no question about it. And HPE's got the chops to do that. What percent of those services are HPE versus ecosystem partners and how do you see that evolving over time? >> We have a good number of services that are based on HPE, our tried and true intellectual property. >> You got good tech. >> Absolutely, so a number of that. And then we have partners in GreenLake today. We have a pretty big ecosystem and it's evolving, too. So we have customers and partners that are focused, our customers want our focus on data services. We have a number of opportunities and partnerships around data analytics. As you know, that's a really dynamic space. A lot of folks providing support on open source, analytics and that's a fast moving ecosystem, so we want to support that. We've seen a lot of interest in security. Being able to bring in security companies that are focused on data security. Data analytics to understand what's in your data from a customer perspective, how to secure that. So we have a pretty big ecosystem there. Just like our path at HPE, we've always had a really strong partnership with tons of software companies and we're going to continue to do that with GreenLake. >> You guys have been partner-friendly, I'll give you that. I'm going to ask Antonio this at Discover in a couple of weeks, but I want to ask you, when you think about, again, to go back to AWS as the prototypical cloud, you look at a Snowflake and a Redshift. The Redshift guys probably hate Snowflake, but the EC2 guys love them, sell a lot of compute. Now you as a business unit manager, do you ever see the day where you're side by side with one of your competitors? I'm guessing Antonio would say absolutely. Culturally, how does that play inside of HPE? I'm testing your partner-friendliness. How would you- >> Who will you- >> How do you think about that? >> At the end of the day, for us, the opportunity for us is to delight our customers. So we've always talked about customer choice and how to provide that best outcome. I think the big thing for us is that, from a cost perspective, we've seen a lot of customers coming back to HPE repatriation, from a repatriation perspective for a certain class of workloads. From my perspective, we're providing the best infrastructure and the best operational services at the best price at scale for these costumers. >> Really? It definitely, culturally, HPE has to, I think you would agree, it has to open up. You might not, you're going to go compete, based on the merit- >> Absolutely. >> of your product and technology. The repatriation thing is interesting. 'Cause I've always been a repatriation skeptic. Are you actually starting to see that in a meaningful way? Do you think you'll see it in the macro numbers? I mean, cloud doesn't seem to be slowing down, the public cloud growth, I mean, the 35, 40 percent a year. >> We're seeing it in our numbers. We're seeing it in the new logo and existing customer acquisition within GreenLake. So it's real for us. >> And they're telling you? Pure cost? >> Cost. >> So it's that's simple. >> Cost. >> So, they get the cloud bill, you do, too. I'd get the email from my CFO, "Why the cloud bill so high this month?" Part of that is it's consumption-based and it's not predictable. >> And also, too, one of the things that you said around unlocking a lot of the customer's ability from a resourcing perspective, so if we can take care of all the stuff underneath, the under cloud for the customer, the platform, so the stores, the serving, the networking, the automation, the provisioning, the health. As you guys know, we have hundreds of thousands of customers on the Aruba platform. We've got hundreds of thousands of customers calling home through InfoSight. So we can provide a very rich set of analytics, automated environment, automated health checking, and a very good experience that's going to help them move away from managing boxes to doing operational services with GreenLake. >> We talk about repatriation often. There was a time when I think a lot of us would've agreed that no one who was born in the cloud will ever do anything other than grow in the cloud. Are you seeing organizations that were born in the cloud realizing, "Hey, we know what our 80 percent steady state is and we've modeled this. Why rent it when we can own it? Or why rent it here when we can have it as operational cost there?" Are you seeing those? >> We're seeing some of that. We're certainly seeing folks that have a big part of their native or their digital business. It's a cost factor and so I think, one of the other areas, too, that we're seeing is there's a big transformation going on for our partners as well, too, on the sell-through side. So you're starting to see more niche SaaS offerings. You're starting to see more vertically focused offerings from our service provider partners or MSPs. So it's not just in either-or type of situation. You're starting to see now some really, really specific things going on in either verticals, customer segmentation, specific SaaS or data services and for us, it's a really good ecosystem, because we work with our SP partners, our MSP partners, they use our tech, they use our services, they provide services to our joint customers. For example, I know you guys have talked to iland here in the past. It's a great example for us for customers that are looking for DR as a service, backup as a service hosting, so it's a nice triangle for us to be able to please those customers. >> They're coming on to tomorrow. They're on 11/11. I think you're right on. The one, I think, obvious place where this repatriation could happen, it's the Sarah Wong and Martin Casano scenario where a SaaS companies cost a good sold become dominated by cloud costs. And they say, "Okay, well, maybe, I'm not going to build my own data centers. That's probably not going to happen, but I can go to Equinix and do a colo and I'm going to save a ton of dough, managing my own infrastructure with automation or outsourcing it." So Patrick, got to go. I could talk with you forever. Thank you so much for coming back in theCUBE. >> Always a pleasure. >> Go, Celts. How you feeling about the, we always talk sports here in VeeamON. How are you feeling about the Celts today? >> My original call today was Celtics in six, but we'll see what happens. >> Stephen, you like Celtics? Celtics six. >> Stephen: Celtics six. >> Even though tonight, they got a little- >> Stephen: Still believe, you got to believe. >> All right, I believe. >> It'd be better than the Miami's Mickey Mouse run there, in the bubble, a lot of astronauts attached to that. (Dave laughing) >> I love it. You got to believe here on theCUBE. All right, keep it right- >> I don't care. >> Keep it right there. You don't care, 'cause you're not from a sports town. Where are you in California? >> We have no sports. >> All right, keep it right there. This is theCUBE's coverage of VeeamON 2022. Dave Vellante for Dave Nicholson. We'll be right back. (digital music)

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

(upbeat music) >> Hello, and welcome to theCUBE special presentation of Unstoppable Domains Partner Showcase. I'm John Furrier, your host of theCUBE. We've got a great conversation talking about the future of the infrastructure of Web3, all around domains, non fungible tokens and more. Two great guests, Charlie Brooks with Business Development of Unstoppable Domains, and Michael Williams, Product Leader and Advisor with Unstoppable Domains. Gentlemen, thanks for coming on theCUBE, Partner Showcase with Unstoppable Domains. >> Thanks John, excited to be here. >> So I love what you guys are doing. Congratulations on all your success. You guys are on the leading edge of what is a major infrastructure. Shift to Web3 is being called, but people who have been doing this for a while know that you see the blockchain, you see decentralization, you see immutability all these future smart contracts. All the decentralized applications are now hitting the scene and NFTs are super hot as you can imagine, you guys in the middle of it. So you guys are in the sweet spot of what I call the Pragmatic pioneers. You guys are the building solutions that are making a difference, like single sign-on you have the login product, let's get into it. What is the path to a digital identity beyond the web? 'Cause we know what web identity is. But now that the web is being abstracted a away by this new Web3 layer, what is digital identity? >> I can take that one. So I think what we're really seeing is this transition away from a purely physical identity. Where your online identity is really just a reflection of the parts of your physical identity. Where you live, where you go to school, all of these things. And we're really seeing this world emerge where your online identity becomes much more of a primary. So if you have a way that you represent yourself in the online world, whether that's an Instagram account, or TikTok, or email address or username, all of these things together make up your digital identity. So congrats, if you have any of those things, you already have one. >> We see that all the time with Linktree, people put their Linktree out there and it's got the zillion handles. We all get up to Instagram. Everyone's got like zillion identities. Is that a problem or an opportunity? >> I think it's just a reality. The fact is our identities are spread across all of these different services and platforms that we use. The problem with something like Linktree is that it is owned by Linktree. If I won the lottery, purchased Linktree and decided I wanted to change your personal website, John, I could easily do that. Moving to the architecture that we have and NFT architecture, changes that significantly. It puts a lot of power back in the hands of the people who actually own those identities. I do a lot of CUBE showcases with folks around talking about machine learning and AI, and the number one conversation that they bring up, the number one issue, is data. And they say, when data's siloed and protected and owned, it is not optimized for machine learning. So I can almost imagine, as you bring NFTs to the digital identity, you mentioned you don't own your identity if someone else is managing the service like Linktree. This is a cultural shift, and infrastructure software shift at the same time. Can you guys expand more about what you guys are doing with the NFT and unstoppable domains with respect to that digital identity, because is that power shifting to the users now? And how does that compare to what's out there today? >> Sure, I think so. Our domains are NFTs, so they are ERC 721 tokens. And if you think about in the past Web2 identities are controlled by the platforms that we use. Twitter, Facebook, whatnot. There's really a lack of data portability there. Our accounts and data live on their servers, they can be deleted any time. So using an NFT to anchor your data identity, really gives you full control over your identity. It can't be deleted, it can't be revoked or edited, or changed without your permission. And really even better, the information you store on your entity domain can be plugged into the services you use, so that you never have to enter the same data twice. So when you go from platform to platform, everything can be tied to your existing domain. You're not going to a new site, entering their ecosystem and providing all this information time and time again, and not really having a clear understanding of how your data's being used and where it's being stored. >> So the innovation here is the NFT is your identity. And a non fungible token NFT is different than say a fungible token. So for the folks out there that's trying to follow the bouncing ball, Michael, what's the difference between an NFT and a fungible token? And why is that important for identity? >> My favorite metaphor here is baseball cards versus dollar bills. So a dollar bill is fungible. If I have a dollar and you have a dollar, we can trade dollars and none of us is richer or poorer. If I have a Babe Ruth and you have a Hank Aaron, and we swap baseball cards, we have changed something fundamental. So the important thing about NFTs is that they are non fungible. So if I have a domain and you have a domain, like I have that identity and you have that identity, they are unique, they're independent, they're owned by each one of us, and then we can't swap them interchangeably. >> And that's why you're seeing NFTs hot with art and artists, because it's like a property. It's a property issue, not so much- >> Absolutely >> Interchangeable or divisible kind of asset. >> Yep, it is ownership rights in digital form, yes. >> All right, so now let's get into what the identity piece. I think find that interesting because if I have something that's an NFT, it's non fungible, it's unique to me, it's property, my property my login, this sounds compelling. So how does login work with the NFT? Can you guys take us through that architecture, what does it do? How does it work? And what's the benefit? >> Good, so the way our login product works is it effectively uses your NFT domain. So Michael.crypto, for example, as the authentication piece of a login session. So basically when I go and I try to log in with my domain, I type in Michael.crypto, I sign it with my wallet which cryptographically proves that I am this human, this is me, I have the rights to log in. And then when I do so, I have the ability to share certain parts of my identity information with the applications that I use. So it really blends the ease of use from Web2 of just a standard like login with Gmail, SSO experience, with all of the security and privacy benefits of Web3. >> How important is single sign-on? Because right now people are used to seeing things like log with your GitHub handle or LinkedIn, or Google, Apple. You seeing people offering login. What's the difference here from those solutions and why does it make sense for the user? >> Sure, the big difference is what we're building is really user first. So if you think about traditional SSOs, you are the product. When you use their product, they're selling your data, they're tracking everything you do. Login with unstoppable handles not only authentication, but data sharing as well. So when you log in a domain owner can choose to share aspects of their online identities, such as first name, preferred language, profile picture, location. So this is a user controlled way of using a sign-on where their permissioning these different of their identity. And really apps can use this information to enable new experiences, such as, for example, website might automatically enable high contrast mode for someone visually impaired. It could pre-populate your friends from a decentralized social graph. So, what we're doing is taking the best parts of Web2 SSO and combining them with the best of Web3. So, no more losing your password, entering in the same data hundreds of times depending on other services to keep your information safe. Login with unstoppable really puts you in complete control of your data. And a big part of that is you're not going to have 80 plus usernames and passwords anymore. We have these tools like password managers that exist to put a bandaid on this issue, but it's not really a long term solution. So what we're building is really seamless onboarding where everything can be tied to your domains so that you can navigate to different apps in a much more seamless way. >> Michael, I got to get your thoughts on this because in the product side, it's interesting, my mind's connecting some dots. If I have first of all, great convenience to reduce all those logins. So, check their little pain reduction. But when you just think about what's different, I can now broker my data as well as login. So let's just say, hypothetically, I'm cruising around some dApps and I'm doing things in earning reputation, or attention, or points, or whatever utility tokens. There could be a way for me to control what I own. I'm the product, I own the data. Is that where this is going? >> I think it's definitely a direction it could go, say, for example, if I'm a e-commerce platform and I'm trying to figure out where I'm going to place a new billboard. One of the things that I could request from a user, is their address. I can figure out where they live, what city they're in, that will help inform me the decision that I need to make as a business. And in return, maybe I give that person a dollar off their purchase. We can start to build a stronger relationship between the applications that people use, and the people that use them. And try to optimize that whole experience, and try to just transfer information back and forth to make everyone's lives better. >> What's the roadmap on the business side Charlie, when you see companies adopting it, they're probably taking babies steps they're crawling before they walk, they're walking before they run. I can see decentralized applications in the future where there's FinTech or whatever, having new kinds of marketplaces that take advantage of the paradigm where the script flips to the user first. Okay, so I see that. How do people get started now? What are some of the success momentum points that you're seeing companies do now with unstoppable? >> Sure, so a lot of Web3 apps are very sensitive about respecting the information that their users are providing. So, what we're doing is offering different ways for apps can touch with their users in a way that is user controlled. So, an example there is that a lot of Web3 companies will use WalletConnect to allow users to log in using a wallet address. An issue there is that one person can have hundreds of wallet addresses, and it's impossible for the app to understand that. So, what we do is we use login, we attach an email address, some other pieces to a wallet address so that we can identify who our unique user is. And the app is able to collect that information, they don't have to deal with passwords or PII storage. They have access to a huge amount of new data for an improved UX. It's really simple to maintain as well. So one example there is if you are a DeFi platform and you want to reward your users for coming to their site for the first time, now that they can identify unique user, they can drop a token into that user's wallet. All because they're able to identify that user as unique. So they have a better way of understanding their customers. They enable their customers to share data. A lot of these companies will ask users to follow them on Twitter or Discord when they need to provide updates or bug bounties, all these different things. And login if unstoppable lets them permission email addresses so they can collect emails if they want to do a newsletter. And instead of harvesting data from elsewhere and forcing people to join this newsletter program, it's all user controlled. So each user saying, yes, you can use my email for your newsletter. I'm supporting your project, I want to be kept up to date with bugs or bounties or rewards programs. So really it's just a better way for users to share the data that they're willing to with dAPPs, and dAPPs can use it to create all sorts of incentives and really just understand their users on a different level. >> How is the development Michael, going on the smart contract side of the business? Ethereum has always been heralded as being very developer focused. There's been created innovations, you still got gas fees out there. You still got to do some things. How is the development environment? How are the applications coming? 'Cause I can see the flywheel kicking in as the developer front gets more streamlined, more efficient. And now you got the identity piece nailed down. I just see a lot of dominoes falling at the same time. What's the status on the DEV side. What you're doing. >> Good. The fascinating thing about crypto is how quickly it changes. When I joined Ethereum there was pretty reasonable still for transactions. It was very cheap to get things done very fast. With a look at last summer that things went completely out of control. This is a big reason that unstoppable for a long time has been working on a layer two. And we've moved over to the polygon as our primary source of record, which is built on top of Ethereum. Of course, I think saved well over a hundred million in gas fees for our users. We're constantly keeping an eye on new technologies that are emerging, weighing how we can incorporate those things. And really where of this industry is going to take us. In many ways we are just as much passengers as the other people floating around the ecosystem as well. >> It's certainly getting faster every day, I'm seeing a huge uptake on Ethereum. I heard a stat that most people at the university of California, Berkeley, 30% of the computer science students are dropping out to join Web3 companies. This goes to show you this cultural shift and you're going to see a lot more companies getting involved. So I got to ask you Charlie, on the BizDev front, how are companies getting started? What's the playbook? Are they putting their toe in the water? They jumping in full throttle? What's the roadmap? What's the best practice for people to get started with unstoppable? >> Absolutely. We're lucky that we get a lot of inbound interest from companies Web2 and Web3, because they first want to secure their domains. And we do a ton of work on the back end to protect trademark domains. We want to avoid squatting as much as possible. We don't think that's the spirit of Web3 at all. And certainly not what the original tension of the internet was. So, fair amount of companies will reach out to us to get their domain. And then we can have a longer conversation about some of the other integrations and ways we can collaborate. So certainly visiting our website, unstoppabledomains.com is a great starting point. We have an app submission page where apps can reach out to us, even request a grant. We have a grant program to help developers get started, provide them some resources to work with us and integrate some of our technology. We have great documentation as well on the site. So you can read all about what it takes to resolve domains, if you're a wallet and an exchange, as well as what it takes to integrate login with unstoppable, which is actually a super easy integration as well, which we're really excited about. So yeah, I'd say check out the website, apply for a grant if you think you're a fit there, then of course, people can always reach out to me directly on Twitter, on Telegram, email. We're very reachable and we're always happy to chat with projects and learn more about what they're doing. >> What's the coolest thing you see going on Charlie, with your partners right now? What's the number one use case that's cool that people are jumping on right now to get in and get some success out of the gate? >> Maybe GameFi play to earn is huge. It's blowing up and the gaming community is really passionate, vibrant, just expanding like crazy. Same with DeFi, there's all this cool new stuff you can do with DeFi where no matter how big your portfolio is, you're able to stake and use all these interesting tools to grow your book. So it's super exciting to see and talk to all these projects. And, there's certainly an energy in the community where everyone wants to onboard the general public to Web3. So we're all working on these school projects, but we need everyone to come over from Web2, understand the advantages of DeFi, of GameFi of having an entity domain. So, I'm lucky that I'm one of the first layers there of meeting new projects and helping get access to more users so that they can grow along with us. >> I remember the early days of Bitcoin and Ethereum, we were giving it away. The community mantra was, give a Bitcoin to someone. That was like, >> Right. >> When you can actually give a Bitcoin to someone. What's the word of mouth or organic viral? I won't say growth hack 'cause that's got negative connotations. But what's the community's way of putting forth the mission for unstoppable? Is it just more domains? You guys have any programs got going on? Is it give it away? Obviously you can get domains on your site, but what's the way to get people ingratiated in and getting comfortable? >> So much of what we do is really to solve that question, answer that question. We spend a ton of time and energy just on education and whether that's specifically around domains or just general Web3. We have a podcast which is pretty exceptional, which talks to Web3 leaders from across the space and makes the project that they're working on more accessible. I think we passed over a hundred episodes, not too long ago. There's a ton of stuff that we do that other people do. If anyone has questions, I'm happy to talk about our resources, of course. >> The pod, I think you guys are up to 117, but that's a deep dive. You guys go deep on the podcast. So that's where you go in. What else is new on digital identity? Where do you guys see the future going? Now that you get the baseline identity with the NFT. Makes a lot of sense, create innovation. Good logic, makes sense. Solid technically, what's next? >> I think this really boils down to the way that the internet has grown. Doesn't really feel like the way that the internet should be. Like our data shouldn't live in these wild gardens, controlled by these large companies. Ultimately people should be responsible for their own identities. They should have control over of things that they do online. The data that's shared, the benefit of that data. It's about the world that we are working towards, is very much that. Where we are giving people the ability to be paid for sharing their data with companies. We're giving applications the ability to request information from the people that use those applications to improve their experience. We're really just trying to make connections across the ecosystem through these products, to enable a better experience for everyone. So whether that's the use cases that I mentioned already, or maybe viewing reviews on something like Yelp or Amazon, that just confirm that the person that you are you're looking at is actually a real person, not some bot that's been paid to load a review. The interesting thing about these products is they're so universally applicable. There are so many different ways that we can try to plug them in. So we are- >> A bots is a great example, double-edged sword. You can have a metaverse image and have pre-programmed conversations with liquid audio and the video application. Or it's a real person. How do you know the difference? These are going to be questions around who solves that problem. Now there's time for bots and there's a time not for bots. We all know what happens when you get into the game of manipulation, but also it can be helpful. This is where you got to be smart. And identity's critical in this future. Charlie, what's your reaction to the future of digital identity? So much to look at here on the trajectory. >> I think a big part of it is data portability. If you go to a site like Instagram, you're giving them all this content that's very personal to you, and you can't just pack up and leave Instagram. So we want a future where most of these apps are just a front end and you can navigate from one to the other and bring your data with you. And not be beholden to the companies that operate centralized servers. So, I think data portability is huge and it's going to open up a lot of doors. And just going back to that thought on cleaning up Web2 for a better web three. When I think about the Amazons, the Yelps of the world, there are all these bots, there are all these awful fake reviews. There's a lot of gamification happening that is really just creating a lot of noise. And I want to bring transparency back to the internet where when you see a review, you should know that that's a real human. And blockchain technology is enabling us to do that. And certainly FT domains are going to play a huge part of that. So I think that having an experience where you know and trust the people that you're interacting with is going to be really powerful and just a better experience for everyone. And there's a lot of ramifications with that. politically speaking, we've all seen all the issues with attacking communities and using bots and fake accounts to hit people's pain points, it's sad and certainly not something that we want to see continue happening. So, whatever we can do to give people their digital identity and help people understand that this is a real person on the other end, I think is huge for the future of the internet and really for society as well. >> That's a great call out there Charlie. Cleaning up the mess of Web 2.0, Web2, actually it was 2.0 technically, now Web3 is no point zero in it. But I saw on or listened to the podcast with Matt. This recent one, he had a great metaphor that went back to when I was growing up in the internet, you had IP addresses. And the mess there was, you couldn't find what you want to look. And no one could remember what to type in, 'cause you could type in IP address in the browser back then. And then DNS came out and then keywords that's web. Now that mess, now is fraud, misinformation, bot manipulation, deep fakes, many other kind of unwanted time to innovate. And every year, every time you had these inflection points, there'd be an abstraction on top of it. So, similar thing happening here, is that how you guys see it too? >> I think we're going back to some of the foundational architecture of the internet, DNS. And really bringing that forward about 30, 40 years in terms of technology. So loading in some more cryptography and some other fancy things to help patch some of those issues from the previous versions of the web. >> Awesome. Well guys, thanks so much for coming on and the spirit of TikTok, Emily summarizes asking, can you guys give us a quick TikTok moment, short comment on where this is all going, where is login, single sign-on mean and what should people do to steps to secure their digital identity? >> Sure, I'll jump in here. So, it's time for people to secure their digital identity. The great first step is going to sample domains and getting an NFT domain. You can control your data. You can do a lot of cool different things with your domain, including posting your own website that you will own forever, no one can take it away from you. I would certainly recommend that people join our Discord, Telegram communities, check out our podcasts. It's really great especially if you're new to crypto Web3. We do a great job of explaining all the basic concepts and expanding on them. So yeah, I would say, the time is now to get your digital identity and start embracing Web3 because it's really exploding right now. And there's just so many incredible advantages, especially for the user. >> Michael, what's your take? >> But not, have said it better myself. >> Like we always say, if you're not on the next wave, you're driftwood. And this is a big wave that's happening. It's pretty clear guys, it's there, it's happening now. And again, very pragmatic implementations of solving problems. The sign-on, the app integration. Congratulations and we got our CUBE domain too, by the way. So I think we're good. >> Excellent. >> So, we got to put it to use. Appreciate it, Charlie, Michael, thanks for coming on and sharing the update. >> It's pleasure. >> Welcome. >> Okay, this is theCUBE, with Unstoppable Domains Partner Showcase I'm John for your host, got a lot of other great interviews. Check them out. We're going to continue our coverage and continue on with this great showcase. Thanks for watching. (upbeat music)

>>Everyone welcome back to the cubes, unstoppable domains partner showcase. I'm John furrier, host of the cube. This segment, this session is about expansion into Asia, Pacific and Europe for unstoppable domains. It's a hot start-up in the web three area, really creating a new innovation around NFTs crypto, single sign-on and digital identity giving users the power like they should. We've got two great guests, the Jod ramen head of Europe and Neil Katz on is Neil I, our head of Asia. So John Neil, welcome to this cube and let's talk about the expansion. It's not really expansion. The global economy is global, but showcase here about unstoppable was going to Europe. Thanks for coming on. >>Thanks John. >>So we're living in a global world, obviously crypto blockchain, decentralized applications. You're starting to see mainstream adoption, which means the shift is happening. There are more apps coming and it means more infrastructure and things got to get easier, right? So, you know, reduce the steps it takes to do stuff makes the Wallace better. Give people more secure. Access can control the day. This is what unstoppable is all about. You guys are in the middle of it. You're on this wave. What is the potential of web three with unstoppable and in general in Asia and in Europe, >>I can go first. So now let's look at the Asia market. I mean, typically we see the us market, the Europe markets for typical web two.zero software and infrastructure is definitely the larger markets with us, typically accounting for about 60% and you know, Europe about 20 to 30% and Asia has always been small, but we see in this whole world of blockchain, crypto web three.zero Asia already has about 116 million users. They have more than 35 local exchanges. And if you really look at the number of countries in terms of the rate of adoption of many of the Asian countries, which probably would have never even heard of like Vietnam actually topping the list, right? One of the reasons that this is happening again, if you go through the Asian development banks, latest report, you have these gen Z's and millennials of that's 50% of the Asian population. >>And if you really look at 50% of the Asian population, that's 1.1 billion people out of the total, 1.8 billion gen Z and millennials that you have in the world. And these folks are digital native they're people. In fact, our mobile first and millennials. Many of us like myself at least are people who are digital. And 20% of the world's economy is currently digital and the rest 40 to 50%, which is going to happen. It's going to happen in the web three dot four world. And that's going to be driven by millennials and gen Zs. I think that's why this whole space is so exciting because it's being driven by the users by the new generation. I mean, that's my broad thought on this little thing. >>I want to just comment on Asia also in the other areas where mobile first came, you had the end, the younger demographics, absolutely driving the change because they're like, well, I don't want the old way. They've got, they can write, write from scratch at the beginning, they're using the technologies that has propelled the crypto world. I mean, that is absolutely true. Everyone's kind of seeing that. And that's now influencing some of these developer nations, like say in Europe, for instance, and even north America, I think years more advanced than north America in my opinion, but we'll get to that. Oh, so potential in Europe. So John could take us through your thoughts on as head of Europe for >>Absolutely so news, right? I think the issue is way ahead in terms of gen Z user golfing, critical Jordan was actually a distant second, but it's a rising tool that actually has the highest transaction. Like they will be retro or last year and a half. And you know, if you dig a bit deeper, I'd say, arguably, I think the opportunity in web three is perhaps the largest and perhaps it can mean the most withdrawal Jora for the last decade has been trailing behind Asia and north America when it comes to. But I think unicorns and I think that we can provide a step change opportunity. This belief for me, stems from the fact that Jordan on a seat, right? Like for example, GDPR is focused on enabling real data ownership. And I think I recently read a paper out of Stanford by Patrick Henson speaks about being the best bot paper, enabling patient sovereign. >>So what that means is you just spend tool the data they've been to the internet and they harness the value from it. And on one hand while, you know, verb is enabling that regulation that could bring that forward when she actually brings it into action. So I think with what enablement better regulation, and we'll see more hubs like the crypto valley in Switzerland popup that we're bring, I think normal regulation, the right regulation. We can expect what info capital for builder talent that then drives more adoption. So I think the prospects for Europe in terms of usage, as well as builders are quite right. >>Yeah. And I think also you guys are in areas where the cultural shift is so dramatic. You mentioned Asia that they have demographics. Even the entrepreneurial culture in Europe right now is booming. You look at all the venture back startups and the young generation building companies. And again, cloud computing is a big part of that as obviously. But look at compared to the United States, you go back 15 years ago, Europe was way behind on, on the startup scene. Now it's booming and pumping on all cylinders and kind of points at this cultural shift. It's almost like a generational, you know, it's like the digital hippies changing the world. You know, they're web three. It's kinda, I don't want to be web to web two is so old. You know, I don't want to do that. And it's all because it's changing, right? And there are things that inadequate with web two on the naming system, also the arbitrage around fake information, bots users being manipulated, and also, you know, merchandise and monetize through these portals. And that's, that's kind of ending. So talk about the dynamic of web two, three at those areas. You've got users and you've got companies who build applications, they're going to shift and be forced in our opinion, and want to get a reaction to that. Do you think applications are going to have to be web three or users will reject them? >>Yeah, I think I jumped in and I'm not Neil's sport. I think the, the back is built on Q principles, right? Decentralization or ship and compostability. And I think these are binary. So, you know, if, if I look far down the future, I don't see a future where you have just whipped V I think there's gonna be a coexistence or cooperation between bamboo companies. I think there's going to be a sliding scale to decentralization versus PlayStation similarity, you know, ownership. And I think users will find what works best for them in different contexts. I think what installed this link is potentially providing the identity system correctly and that's, we were powerful that account being better on blockchains, then the naming system we had for web, right? The, the identity system serve focus, Paul, taking that you as a personal identifier that, so blockchain to me mean they're attaching all kinds of attributes that define who you are, the physical and digital world, and then filling out information that you can transact on the basis of. And I think that users would as the or future, right with, you know, InBev to more of the users were essentially consumers or readers of the internet and in bed with more technology platforms taking shape and getting proliferation that you would see more than just being actually writers, publishers, and developers on the internet. And they were value owning the data and to harness the most model valuable. So I think a basketball with bonds, and I think that's the future. I see that >>Well, I think you put it very, very nicely. So the other thing you've covered most of the points, I think, but I'm seeing a lot of different things that are happening in the ground. I think a lot of the garments, a lot of the web two.zero players, the traditional banks, these guys are not sitting quiet on the blockchain space. There's a lot of pilots happening in the blockchain space, right? I'm mean I can give you real life examples. I mean, one of the biggest example is in my home state of Maharashtra and Mumbai is they actually partnered with the polygon MarTech, right? Actually built a private blockchain based capability to, you know, kind of deliver your COVID vaccination certificates with the QR code it. And that's the only way they could deliver that kind of volumes in that shorter time. But the kind of user control the user control the user has on the data that could only be possible because of blockchain. >>Of course, it's still private because it's healthcare data. Now, they still want to keep it, or, you know, something that's not fully on a blockchain, but that is something, a similarly view. There is a consortium of about nine banks who have actually been trying to work on making things like remittances or trade finance, much, much easier. I mean, remittances through a traditional web two.zero world is very, very costly. And especially in the Asian countries, but a lot of people from Southeast Asia work across the world and send back money home. It's a very costly and a time taking affair. So they have actually partnered and built a blockchain based capability. Again, in a pilot stage, we kind of reduce the transaction costs. Like for example, if we just look at the trade finance space where there are 14 million traders who do 2.4, $5 trillion of transaction, now they were able to actually reduce the time that it takes from eight to nine days to about two to three days. So to add onto what you're saying, I think these two worlds are going to meet and meet very soon. And when they meet what they need is a single digital identity, a human readable way of being able to send and receive and do commerce. I think that's where I see unstoppable domains, very nicely positioned to be able to integrate these two worlds. So that's, that's my thought on >>Great point. I was going to get into which industries and kind of what areas you see in your air and geographies, but it's a good point about saving time. I liked how you brought that up because in these new waves, you either got to reduce the steps. It takes to do something or save time, make it easy. And these are the, this is the successful formula in anything, whether it's an app or UI or whatever, but what specifically are they doing in your areas? And, and what about unstoppable? Are they attracted to, is it because of the identity? Is it because of the, the apps is because of the single sign on what is that? What is the reason that they're leaning in and unpacking this further into their pilots? >>Do you want to take that because >>I am having these dumping it'd be warranted. So I think, and let me clarify the question, John you're, you're talking about companies looking at departments of our production partner. >>Yeah. What are they seeing and what are they seeing as the value that these pilots we heard from Neil Canada around the, the, the financial industry and obviously gaming gaming's one it's obvious, huge financial healthcare. I mean, these are obviously verticals that are going to be heavily impacted in a positive way. Where, what are they seeing as the value what's getting them motivated to do these pilots? Why they, why they jumping in with, with both feet, if you will, on these projects, is it because it's saving money? Is it time? What, or, or both, is it ease of use? Is it the, is it the user's expectations trying to tease out how you guys see that evolving? >>Yeah. Yeah. I think, I think the, the, this is still spaces. The movement is going very fast, but I think the space has been young. And right now a lot of these companies are seeing the potential that, that few offers. And I think the key dimensions, like the possibility isn't leadership ownership. So I think the key thing I'm seeing in you is these web companies seeing the momentum and looking to harness that book by enabling bridges web. One of the key trends in water has been FinTech. I think over the last five to six years, we'll have the Revolut and 26 platforms, new banks and super finance. So perhaps rising to the forefront and they are all enabling or connecting a page with them in some shape and form either any of them creating a crypto, some are launching their own native wallets. And these are essentially ways that they can one crack users. >>So the gen Z who are looking for war with finance to get them on board, but also to look to, you know, enable more adoption by data on users, one, not using these services that potentially create new revenue streams and, and create allocation of capital that they could not access to have access to otherwise. So I think that's one brand I'm seeing over here. I think the other key trend is in your use has been games. And again, that links are damaged. We have to, that is called the MetAware. So a lot of game companies are looking to step into game five, which is again, completely different. This is more work traditional game companies use use similarly metal versus we, again, worship creates a different business model and they see that users and gamers of the future were born to engage with that versus just being more eyes on the business of question or our ads. And I think that's something that they're, you know, becoming a bit off and quickly the space launching the one better versus, or are gained by applications or creating a comfortability with these, these, these, >>You know, I wanted to get it to this point, but I was going to ask about the community empowerment piece of this equation because she's identity is about the user's identity, which implies they're part of a community. Web three is very convenient community centric, but you mentioned gaming. I mean, people who have been watching the gaming world like ourselves, know that communities and marketplaces have been very active for years, many years, you know, over 15 years community, you know, games, currency in game activity has been out there. Right. But siloed within the games themselves. So now it seems that that paradigm is coming in and empowering all communities. Is this something that you guys see and agree with? And if so, what's different about that? What, how are our, how our communities being empowered? I guess that's the question. >>Yeah. I can maybe take that too. So, I mean, I've also heard of vaccine I'm in a 40% of their user base in Vietnam. And the average earning that a person makes in a month out of playing this game is more than the, you know, national daily or, you know, minimum wage that is there. Right. So that's the kind of potential actually going back as a combination of actually answering your earlier question, I think, or, and about what Sadat said, what's really unique in Asia is we still have a lot of unbanked people, right? So if you really look at the total unbanked population of the world, it's 1.6 billion and 24% of that as a nation, almost 375 million people are an issue. So these are people who do not have access to finance or credit. So the whole idea is how do we get these people on to a banking system on to peer peer, to peer lending out kind of peer to peer finance kind of capabilities? >>I think, you know, again, unstoppable domains kind of helps in that, right? If you just look@thepurethatthree.zero world and the complex, you know, technical way in which, you know, money or other crypto is transferred from one wallet to the other, it's very difficult for an un-banked person who probably cannot even do basic communication, cannot read and write, but actually be able to do it, but something that's very human readable, something that's very easy for him to understand something that's visual, something that he can see on his mobile with, you know, two G network. We are not talking of the world is talking about 5g, but there are parts of Asia which are still using two G and you know, two point 5g kind of network. Right? So I think that's one key use case. I think the banks are trying to solve because for them, this is a whole new customer segment. >>And sorry, I actually went back a little bit to your earlier question, but you know, coming back to this whole community building, right? So on March 8th, we're launching something called us women of web 3.0, that is three. This is basically to again, empower. So if you, again, look at Asia, you know, women, you know, need a lot of training. They need a lot of enablement for them to be able to leverage the power of that three.zero. I can talk about India because being from India, a lot of the women do not, you know, they, they do all the, you know, small businesses, but the money is not taken by middlemen or taken by their husbands, but fundamentally the money comes to them because that's what they use to educate their children. And it's the same thing in a lot of other, Southeast Asian countries as well. I think it's very important to build those communities or communities of women entrepreneurs. I think this is a big opportunity to really get the section of society, which probably, you know, will take 10 more years. If we go for the normal one to web two.zero progression where the power is with corporations and not with the individual. >>And that's a great announcement, by the way, you mentioned the $10 million worth of domains being issued out for this is democratization is what it's all about. Again, this is, you know, a new revolution. I mean, this is a new thing, so great stuff, more education, more learning, and can get the banks up and running, get those people banking because once they're banking, they get wallets, right? So they need the wallet. So let's get to the real meat here. You guys are in the territory, Europe and Asia, where there's a lot of wallets. There's a lot of exchanges because that's, they're not in the United States is few of them there, but most of them outside the United States and you got a lot of di apps developing, you know, decentralized applications. Okay. So you've got all this coming together and your territory, what's the strategy is that what's the strategy. How are you gonna attack that? You've got the wallets, you've got the exchanges and you've got D applications. You, >>Yeah. so I think just quickly there, I think one point is the Neil very expressive, beautifully is the final conclusion that that is something that has been inspired me, how better we can make it more inclusive that inspired mine. Yeah. I think for us, I think when a bit at the base star, when it comes to your right and the, the key focus in, in, in terms of our approach would be that the more do two dates, one, we want increase the utility of these domains. And the second thing is we weren't via proliferation with, with, with our partners. So when I speak on utility, I think utility is when you have a universe like depart, which is a domain name, and then you have these attributes around it, right? What, what that defines your identity. So in, in the context in Europe, we would look to find partners to help us enrich that identity around the domain name. >>And that adds value for users in terms of acquiring new leads and new blinds. And all the other element comes proliferation. I think it's about working with all those crypto and participants, as well as the adjacent companies, parents services who can help us educate current and future upcoming three users about the utility of domain names and help us onboard them to the, the. So I think that's going to be the general focus. I think the key is that as well, and hopefully it will be having watch regulation, you that allow us to do this at a visual level, but at the outset, I think it's going to be tackling it. Can't be by, can't be identified on this where there's deeper, better patient for and then making sure that we are partnering with local project partners that are demanding for local communities there. So, yeah, that's my view in, >>Oh, I think, yeah. So again, in Asia, once you have a significant part of Manatee living in Asia, right? So obviously I know obviously all the other challenges and the opportunities that we talk about, I think the first area of focus would be educating the people on the massive opportunity that they can not, they have, and if you're able to get them in early, I think it's great for them as well, right? Because by the time, you know, governments regulations and a large banking financial companies move, but if we can get the larger population or, you know, into this whole space, it's, it's good for them. So they are first movers in that space. I think we're doing a lot of things on this worldwide. I think we have done more than a hundred Pasco podcast, just educating people on water's web feed or, or, you know, waters, what are NFP domains, what is defy and, you know, so on and so forth. >>I think it would need some bit of localization customization in Asia, given that, you know, India itself has about 22 languages. And then there are the other countries which each of them have their own local languages and, you know, syntax, semantics and all those things. So I think that that is very important to be able to disseminate the knowledge or though it's it's global. But I think to get the grassroot people to understand the opportunity, I think it would need some amount of work that I think also building communities. I think John, you talked about communities so that such I'd talk about communities. I think it's very important to build communities because communities create ideation. It talks about people share their challenges so that people don't repeat the same mistakes. Also. I think it's very important to build communities based on impressed. I think we all know in the technology world, you can build communities and on telegram, telegram, discard, Twitter spaces and all those things. >>But, you know, again, when we're talking about financial inclusion, we're talking of a different kind of community building. I think that that would be important. And then of course I will, you know, kind of primarily from a company perspective, I think getting the 35 odd exchanges in Asia, the wallets to partner with us, just as an example, you know, they hired till September of last year, about 3,500 apps in just one quarter at double two, 7,000 tabs on their platform. But that is the pace or the speed of innovation that we are seeing on this whole, you know, three dot old space. I think it's very important to get those key partners. We're developing those dots or see the power of single sign on having a human readable, digital identity, being able to seamlessly transfer your assets, digital assets across multiple crypto's across multiple NFT when the market places and so on. So >>Yeah, and I think the whole community thing too is also you seeing the communities being part of certainly in the entertainment area and the artistry creator world, the users are part of the community own it too. So it goes both ways, but this brings up the marketplace too, as well, because you ha you guys have the opportunity to have trust built into the software layer, right? So now you can keep the reputation data. You don't, you can be anonymous, but it's trustworthy versus bots, which we all know bots can be killed and then started again with, and no one knows what the timeline has been around. So, you know, the whole inadequacy of web too, which is just growing pains, right? This is what it'll evolution looks like, you know, next to them, traction layer. So I love that vibe. How advanced do you think that thinking is where people are saying, Hey, we need this abstraction layer. We need this digital identity. We need to start expanding our applications so that the users can move across these and break down those silos where the data is cause that's, this is like the problem, right? It's the data silos that are holding it back. What'd you guys' reaction to that? The, the killing the silos and making it horizontally scalable. >>Yeah, I think it's, it's not problem. It is a problem of people who understand technology. It's a problem of a lot of the people in the business who want to compete effectively against those giants, which are holding all the data. So I think those are the people who will innovate and move again, coming back to financial inclusion, coming back to the unbanked and those guys just want to do their business. They want to live their daily life. I think that's not where you'll see, you will see innovation in a different form, but they're not going to disrupt the disruptors. I think that would be the people that are fintechs. I think they would be the first to move on to something like that. I mean, that's my humble opinion. >>Absolutely. I, I got you on creators, right? So like I said earlier, right, we are heading for a future where more creators on the internet, whether you're publishing, writing something, you're creating video content. And that means that the data they own, because that's their data, they're bringing it to the internet. That's more powerful, more useful, and they should be reprocessed on that basis. So I think people are recognizing that and they've been using the proposal and as they do that, they were warranties systems that enabled them to work permissions with data. They will want to be able to control what the permission and what they want to provide, adapt. And at the end of the day, you know, these applications have to work backwards from customers and keep the customers looking for, but that then, and ask where passport for >>The users want freedom. They want to be able to be connected and not be restricted. They want to freely move around the global internet and do whatever they want with the friends and apps that they want to consume and not feel arbitrage. They don't want to feel like they're kind of nailed into a walled garden and, you know, stuck there and having to come back. It's the new normal. If >>They don't want to be the, they don't want to be the product. They >>Don't want to be the perfect gentlemen. Great to have you on great conversation. We're going to continue this later. Certainly want to keep the updates coming. You guys are in a very hot area in Europe and Asia Pacific. That's where a lot of the action is happening. We see the entrepreneurial activity, the business transformation, certainly with the new paradigm shift and this big wave that's coming. It's here. It's mainstream. Thanks for coming on, sharing your insights. Appreciate it. >>Thanks for the opportunity. >>Great conversation. All the actions moving and happening real fast. This is the cube unstoppable debates partner showcase with I'm John for your host. Thanks for watching.

>>Hello, and welcome to the cube special presentation of unstoppable domains partner showcase. I'm John furrier, your host of the cube. We got a great conversation talking about the future of the infrastructure of web three, all around domains, non fungible tokens, and more two great guests. Charlie Brooks, with business development of ensemble domains, and Michael Williams, product leader and advisor with unstoppable doing gentlemen, thanks for coming on the cube partner showcase with unstoppable domains. >>Thanks John. Excited to be here. So >>I love what you guys are doing. Congratulations on all your success. You guys are on the leading edge of what is a major infrastructure shift. Web three is being called, but people who have been doing this for a while, know that you see the blockchain, you see decentralization, you see immutability, all these future smart contracts. All the decentralized applications are now hitting the scene and NFTs are super hot as, as, as you can imagine, you guys are in the middle of it. So you guys are in, in, in the sweet spot of what I call the pragmatic pioneers. You guys are to building solutions that are making a difference like single sign-on. You have the login product, let's get into it. What is the path to I digital identity beyond the web, because we know what web identity is, but now that the web is kind of being abstracted away by this new web three layer, what is digital identity? >>Yeah, I can take that one. So I think what we're really seeing is this transition away from a purely physical identity where your digital life or where your, your online identity is really just a reflection of the, the parts of your physical identity, where you live, where you go to school, all of these things. And we're really seeing this world emerge where your online identity becomes much more of a primary. So if you have a way that you represent yourself in the online world, whether that's an Instagram account or TechTalk or email address or username, all of these things together make up your digital identity. So congrats. If you have any of those things, you already have one. >>Yeah. And we see that all the time with link tree people put their link tree out there and it's got the zillion handles. You're right. We all get up to Instagram and everyone's got like zillion identities. Is that a problem or an opportunity? >>I think it's just a reality. The fact that as our identities are spread across all of these different services and platforms that we use, the problem with something like link tree is that it is owned by link tree. You know, if I won the lottery purchased link tree and decided I wanted to change your personal website, John, I could easily do that. Moving to the kind of architecture that we have. And then if T architecture changes that significantly, it puts a lot of power back in the hands of the people who actually own those identities. >>You know, I do a lot of cube showcases with folks rent on my machine, learning and AI, and the number one conversation that they bring up. The number one issue is data. And they say when data is siloed and, and protected and owned, it is not optimized for machine learning. So I can almost imagine, as you bring NFTs to the digital identity, you mentioned you don't own your identity. If someone else is managing the service like link tree, this is, this is a cultural shift. This is an infrastructure software shift at the same time. Can you guys expand more about what you guys are doing with the NFT and ensemble domains with respect to that digital identity, because is that power shifting to the users now? And how does that compare to what's out there today? >>Sure. I think so. Our domains are NFTs, so they are ERC 7 21 tokens. And if you think about the past kind of web two identities are controlled by the platforms that we use, Twitter, Facebook, whatnot. There's a really a lack of data portability there. Our accounts and data live on their servers. They can be deleted at any time. So using an NFT to anchor your digital identity really gives you full control over your identity. You can't, it can't be deleted. It can't be revoked or edited or changed without your permission. And really, even better than information you store on your entity domain can be plugged into the services you use so that you never have to enter the same data twice. So when you go from platform to platform, everything can be tied to your existing domain. You're not going to a new site, kind of entering their ecosystem and providing all this information time and time again, and not really having a clear understanding of how your data is being used and where it's being stored. >>So the innovation here is the NFT is your identity and, and a non fungible token NFT is different than say a fungible tokens. So for the folks out there, that's trying to follow the bouncing ball. Michael, what's the difference between an NFT and a fungible token. And how does, and why is that important for identity? >>Yeah. My favorite metaphor here is baseball cards versus like dollar bills. So a dollar bill is fungible. If I have a dollar and then you have a dollar, we can trade dollars. And none of us is richer or poorer. If I have a babe Ruth and you have a Hank Aaron, and we swap baseball cards, like we have, we have changed something fundamental. So the, the important thing about NFT is, is that they are non fungible. So if I have a domain and you have a domain, like I have that identity and you have that identity, they are unique. They're independent, they're owned by each one of us. And then we can kind of swap them interchangeably. >>And that's why you're seeing NFTs hot with art and artists, because it's like a property, it's a property issue, not so much absolutely changeable, a divisible kind of asset. >>It is a, it is ownership rights in digital >>Form. Yes. All right. So now let's get into what the, the identity piece. I think I find that interesting because if I have something that's an NFT, it's not fungible. It's unique to me. It's property, my property, my login, this sounds compelling. So how does log-in work with the NFT? Can you guys take us through that, that architecture, what does it do? How does it work? And what's the benefit? >>So the way our login product works is it effectively uses your NFT domain. So Michael dot crypto, for example, as the authentication piece of a, of a login session. So basically when I, when I go and I try to log in with my domain, I type in Michael dot crypto. I sign it with my wallet, which cryptographically proves that I am this human. This is me. I have the rights to log in. And then when I do so I have the ability to share certain parts of my identity information with the applications that I use. And so it really blends the best of the ease of use from web to have just a standard like login with Gmail SSL experience, with all of the security and privacy benefits of web three. >>How important is single sign-on because, I mean, right now people are used to like, seeing things like log with your kid hub handle or LinkedIn, or, you know, Google, apple. I mean, you're seeing people offering login. Okay. What's the difference here from those solutions and why is it make sense for the user? >>Sure. Yeah. The big differences, what we're building is really user first. So if you think about traditional SSOs, you are the product. When you use their product, they're selling your data and, you know, they're tracking everything you do logging in with unstoppable handles, not only authentication, but data sharing as well. So when you log in a domain or owner can choose to share aspects of their online identity, such as first name, preferred language profile, picture location. So this is a user controlled way of using a sign-on, where they are permissioning, these different pieces of their identity. And really apps can use this information to enable new experiences, such as for example, website might automatically enable high contrast mode for someone visually impaired. It could, pre-populate your friends from a decentralized social graph. So what we're doing is taking the best parts of web to SSL and combining them with the best parts of web three. >>So no more losing your password entering in the same data, hundreds of times, you know, depending on other services, keep your information safe. Logging with unstoppable really puts you in complete control of your data. And, you know, a big part of that is you're not going to have 80 plus usernames and passwords anymore. You know, we have these tools like password managers that exist to kind of put a bandaid on this issue, but it's not really a long-term solution. So we're, we're building is really seamless onboarding where everything can be tied to your domain so that you can navigate to different apps in a much more seamless way. >>Michael, I got to get your thoughts on this because on the product side, it's interesting. My mind's kind of connecting some dots if I have, first of all, great convenience to reduce all those logins, right? So, you know, check their little pain, pain reduction. But when you think about what's different, I can now broker my data as well as log in. So let's just say, hypothetically, I'm cruising around some D apps and, you know, doing things and earning reputation or attention or points or whatever, tokens utility tokens. There could be a way for me to control what I own. I'm the product I own the data. Is that kind of where this is going? >>I think it's definitely a direction. It could go say, for example, if I'm a e-commerce platform and I'm trying to figure out where I'm going to place a new billboard, you know, one of the things that I could request from a user is their address. I can figure out where they live, what city they're in that will help inform the, the decision that I need to make as a business. And in return, maybe I give that person a dollar off their purchase, right? Like we can, we can start to build a stronger relationship between the applications that people use and the people that use them and try to optimize that whole experience and try to just transfer information back and forth to make everyone's lives better. >>What's the roadmap on the business side, Charlie, when you see companies kind of adopting it, they're probably taking baby steps or crawling before they walk they're walking before they run. I mean, I can see decentralized applications in the future, whether it's FinTech or whatever, having new kinds of marketplaces that take advantage of the paradigm where the, the script flips to the user first. Okay. So I see that. How do people get started now? What are some of the success momentum points that you're seeing companies do now with unstoppable? >>Sure. So a lot of web three apps are very sensitive about respecting the, the information that their users are providing, right? So what we're doing is I'm offering different ways for apps can touch with their users in a way that is user controlled. So an example there is that a lot of web three companies will use wallet connect to allow users to log in using a wallet address, an issue. There is that one person can have hundreds of wallet addresses, and it's impossible for the app to understand that. So what we do is we use login, we attach an email address, some other pieces to a wallet address so that we can identify who a unique user is. And the app is able to collect that information. They don't have to deal with passwords or PII storage. They have access to a huge amount of new data for an improved UX. >>It's really simple to implement and maintain as well. So one example there is if you are a DFI platform and you want to reward your users for coming to their site for the first time, now that they can identify unique user, they can drop a token into that user's wallet all because they're able to identify that user as unique. So they have a better way of understanding their customers. They enable their customers to share data. A lot of these companies well ask users to follow them on Twitter or discord when they need to provide updates or, you know, bug bounties, all these different things and log in with unstoppable, lets them permission, email addresses so they can collect emails if they want to do a newsletter. And instead of sort of harvesting data from elsewhere and kind of forcing people to join this newsletter program, it's all user controlled. So each user saying, yes, you can use my email for your newsletter. You know, I'm supporting your project, want to be kept up to date with bugs or bounties or rewards programs. So really it's just kind of a, a better way for users to, to share the data that they're willing to with dApps and dabs can use it to create all sorts of incentives and really just kind of understand their users on a, on a different level. >>How has the development Michael going on the, on the smart contract side of the business, you know, theories has always been heralded as being very developer focused. There's been great innovations. Just, you still got, you know, gas fees out there. You still gotta do some things. How is the development environment, how are the applications coming? Cause I can see the really, I can see the flywheel kicking in as a developer, Frank gets more streamlined, more efficient, and now you've got the identity piece nailed down. I just see a lot of kind of dominoes falling at the same time. What's the status on the dev side? >>What's your tour? The fascinating thing about crypto is how quickly it changes. You know, when I, when I joined Ethereum was pretty reasonable still for transactions. It was very cheap to get things done very fast. We've looked at last summer that things went completely out of control. This is a big reason that unstoppable for a long time has been working on a layer two and we've moved over to the Pollyanna, our primary source of record, which is built on top of it. The area of course, I think saved well over a hundred million dollars in Gaspe is for our users that we're constantly keeping an eye on new technologies that are emerging, weighing how we can incorporate those things and really where this industry is going to take us. You know, in many ways we are, are just as much passengers as the other people floating around the ecosystem as well. >>Yeah, it's, it's certainly getting faster every day and seeing a huge uptake on a theorem. I heard a stat that most people at the university of California, Berkeley, 30% of the computer science students are dropping out to join web three companies just goes to show you this cultural shift and you can see a lot more companies getting involved. So I got to ask you Charlie, on the biz dev front, how are companies getting started? What's the playbook? Are they putting their toe in the water? Are they jumping in full throttle? What's, what's the, what's the roadmap. What's the best practice for people to get started with unstoppable? >>Absolutely. You know, we're lucky that we get a lot of inbound interest from companies web two and web three because they first want to secure their domains. And we do a ton of work on the backend to protect trademark domains. We want to avoid squatting as much as possible. You know, we don't think that's the spirit of, of weaponry at all. And certainly not what the original intention of the internet was. So fair amount of companies will reach out to, out to us to get their domain. And then we can have a longer conversation about some of the other integrations and ways we can collaborate. So certainly visiting our website and several domains.com is a great starting point. We have an app submission page where asking, reach out to us, even request a grant. We have a grant prop, a program to help developers get started, provide them some resources to, to work with us and integrate some of our technology. >>We have great documentation as well on the site. So you can read all about what it takes to resolve domains, if you're a water and an exchange, as well as what it takes to integrate login within softball, which is actually a super easy integration as well, which we're, we're really excited about. So yeah, I'd say check out the website apply for our grant. If you think you're a fit there, then of course, people can always reach out to me directly on Twitter, on telegram email. We're very reachable and, and we're always happy to chat with projects and, and learn more about what they're doing. >>What's the coolest thing you've seen going on trial with your partners right now. What's, what's the, what's the number one use case that's cool that people are jumping on right now to get in and get some, some, you know, some success out of the gate. >>Yeah. Maybe, maybe gamefied kind of played, earns huge. It's blowing up. And the gaming community is really passionate, vibrant, just expanding like crazy same with there's all this cool new stuff you can do with defy where no matter, you know, how many, how, how big your kind of portfolio is, you're you're able to stake and use all these interesting tools to kind of grow your book. So it's super exciting to see and talk to all these projects and, you know, there's certainly kind of an energy in the community where everyone wants to onboard the general public to web three, right? So we're all working on these school projects, but we need everyone to come over from web to kind of understand the advantages of defy of game fi of having an empty domain. So I'm lucky that I'm kind of one of the first layers there of, of meeting new projects and kind of helping them get access to more users so that they can grow along with. >>Yeah. I remember the early days of Bitcoin and Ethereum, we were giving it away to give the, the community manager was give a, give a Bitcoin to someone that was when it was, you can actually give a Bitcoin to someone what's the, what's the word of mouth or organic viral. I won't say growth hack because that's got negative connotations, but what's the community's way of putting forth the mission for unstoppable. Is it just more domains you guys have any programs got going on? Is it give it away? I'll see you, you can get domains on your site, but what's the, what's the way to get people in gray shaded in and getting comfortable. >>Yeah. So much of what we do is really just all of that, to all that question, to answer that question, we spent a ton of time and energy just on education and whether that's specifically around domains or just general led three, we have a podcast which is pretty exceptional, which talks to what three leaders from across the space and makes the projects that they're working on more accessible. I think we passed over a hundred episodes, not too long ago. There's a ton of stuff that we do that other people do. If anyone has questions, I'm happy to talk about resources. >>Yeah. The part I think you guys are up to one 17, but that's a deep dive that you guys go deep on the podcast. So that's, you know, where you go in, what else is new on digital identity? Where do you guys see the future going now that you get the baseline identity with the NFT? It makes a lot of sense. Create innovation. Good logic makes sense. Solid. Technically what's next. >>Yeah. I think that's really boils down to the way that the internet has grown. Doesn't really feel like the way that the internet should be like our data shouldn't live in these walled gardens controlled by these large companies. Like ultimately people should be responsible for their own identity it's they should have control over the things that they do online, the data that's shared or the benefit of that data. And so the world that we are working towards is very much that where we are giving people the ability to be paid for sharing their data with companies, we're giving applications, the ability to request information from the people that use those applications to improve their experience. We're really just trying to make connections across the ecosystem, through these products to enable a better experience for everyone. So whether that's the, the use cases that I mentioned already, or maybe viewing reviews on something like Yelp or Amazon that just confirmed that the person that you are looking at is actually a real person, not some bot that's been paid to to the loader review. Like the, the interesting thing about these products is they're so universally applicable, applicable. There are so many different games that we can try to plug them in. So have >>It's a great example. It's double-edged sword. You can have a, a metaverse image and have pre-programmed conversations with, with, you know, liquid audio and the video application, you know, or it's a real person. How do you know the difference? You, these are going to be questions, you know, around, around who solves that problem. Now this is time for bots and is it time not for bots? We all know what happens when you get into the, you know, the game of manipulation, but also it can be helpful. This is where you gotta be smart and identity is critical in this future. Charlie, what's your reaction to the future of digital identity? I mean so much to look at here on the trajectory. >>Yeah. You know, I think a big part of it is data portability, right? If you go to a site like Instagram, you're giving them all this content that's very personal to you and you can't just pack up and leave Instagram. So we want a future where most of these apps are just kind of a front end and you can navigate from one to the other and bring your data with you and not be beholden to the companies that operate centralized servers. So I think data portability is huge and it's going to open up a lot of doors. And, and just going back to that thought on kind of cleaning up web two for a better web three. When I think about the Amazons, the Alps, the Yelps of the world, they're all these bots are all these awful fake reviews. There's a lot of gamification happening that is really just creating a lot of noise. >>And I want to bring kind of transparency back to the internet, where when you see a review, you should know that that's a real human and blockchain technology is enabling us to do that. And certainly enough, two domains are going to play a huge part of that. So I think that having an experience where, you know, and trust the people that you're interacting with is going to be really powerful and just a better experience for everyone. And there's a lot of ramifications with that. You know, politically speaking, we've, we've all seen all the issues with kind of attacking communities and using bots and fake accounts to kind of hit people's pain points is it's kind of sad and, and certainly not something that we want to see continue happening. So whatever we can do to kind of give people their digital identity and help people understand that this is a real person on the other end, I think is huge for, for the future of the internet and really for society as well. >>That's a great call out there. Charlie cleaning up the mess of web 2.0 web two. Well, actually I was, it was 2.0 technically now web three is no nos 0.0 in it, but, but I saw on our listen to the podcast with Matt, this recent one, and he had a great metaphor that went back to when I was growing up in the internet, you got IP addresses, right? And the mess there was, it was, you couldn't find what you want to look and no one could remember what to type in. Cause you can type in IP addresses in the browser back then. And then DNS came out and then keywords that's web. Okay. Now that mess now is fraud. Misinformation, bot manipulation, deep fakes, many other kind of unwanted kind of time to innovate. And every year, every time you had these inflection points, there'd be an abstraction on top of it. So similar thing happening here is that you guys see it too. >>Yeah. I think we're going back to some of the foundational architecture of the internet DNS and really bringing that forward about 30, 40 years in terms of technology. So loading in some work cryptography and some other fancy things to help patch some of those issues from the previous versions of the web. >>Yeah. Awesome. Well guys, thanks so much for coming on and the spirit of our tick talk, you know, I'm only summarize this. Can you guys give us a quick tick tock moment, short comment on, you know, where this is all going, whereas log-in single sign on mean and what should people do to take steps to secure their digital identity? >>Sure. I'll jump in here. So it's time for people to secure their digital identity. That great first step has gone on several domains and getting an entity domain. You know, you can control your data. You can do a lot of cool different things with your domain, including posting your own website that you own forever. And no one can take it away from you. I would certainly recommend the people join. Our discord, telegram community is check out our podcasts. It's really great. Especially if you're new to crypto web three, you know, we do a great job of sort of explaining all the basic concepts and expanding on them. So yeah, I'd say, you know, the time is now, so to get your digital identity and start embracing web three, because it's really exploding right now. And there's just so many incredible advantages, especially for the user, >>Michael, what's your take? >>I mean, I put not, I've said it better myself. >>Like we always say, if you're not on the next wave, your driftwood, and this is a big wave it's happening. It's pretty clear guys. It's it's there, it's happening now. And again, very pragmatic implementations of solving problems. The sign-on the app integration. Congratulations. And we've got our cube domain too, by the way. So we're we're I think we're good. You know, so we've got to put it to you. It's appreciate it, Charlie, Michael, thanks for coming on and sharing the update. Okay. This is the cube with unstoppable domains partner showcase, shout for your hosts. Got a lot of other great interviews. Check them out. We're going to continue our coverage and continue on with this great showcase. Thanks for watching.