>>Yeah. Welcome to the cubes coverage for mobile world Congress 2021. I'm john for your host of the cube we're here in person as well as remote. It's a hybrid event were on the ground. Mobile concert green. All the action here were remote with vodka, who is the managing director of the telecom industry solutions team and google cloud, a big leader and driving a lot of the change. Well, thank you for coming on the cube here in the hybrid event from over world Congress. >>Thank you john thank you john thank you for having me. >>So hybrid event which means it's in person were on the floor as well as doing remote interviews and people are virtual. This is the new normal kind of highlights where we are in the telecom world because last time mobile World Congress actually had a physical event was winter of 2019. A ton has changed in the industry. Look at the momentum at the edge. Hybrid cloud is now standard Multi cloud is being set being set up as we speak. This is all now the new normal. What is your take it? It's pretty active in your, in your industry. Tell us your opinion. >>Yes, john, I mean the last two years have been >>seismic to say the >>least, right. I mean, in terms of the change that the CSP industries had had to >>do, you >>know, jOHn uh, in the last two years, the importance of a CSP infrastructure has never become so important, right? The infrastructure is paramount. I'm talking to you remotely over a CSB infrastructure right now and everything that we're doing in the last two years, whether it's working or studying or entertaining ourselves all on that CSP infrastructure. So from that perspective, they are really becoming a critical national, global information fabric on which the society is actually depending >>on and >>That we see at Google as well, in the sense that we have seen up to 60% increase in demand John in the last two years for that infrastructure. And then when I look at the industry itself, unfortunately, all of that huge demand is not translating into revenue because as an industry, the revenue is still flatlining, in fact the forecasted Revenue for globally for all the industry over the next 12 months is 3-5% negative on revenue. Right? So one starts to think how come there is so much demand over the last two years post pandemic and that's not translating to revenue. Having said that, the other thing that's happening is this demand is driving significant Capex and Opec's investments in the infrastructure, as much as 8 to $900 billion over the next decade is going to get spent in this infrastructure from >>our perspective, >>which means it's really a perfect storm, john that we have massive demand, massive need to invest to meet that demand, yet not translating to revenue. And the crux of all this is customer experience because ultimately all of that translates into not having that kind of radically disruptive or transformational customer experience. Right? So that's a backdrop that we find ourselves in the industry and that really sets the stage for us to look at these challenges in terms of how does the CSP industry as a whole growth up line? Radically transformed PST CEO at the same time reinventing the customer experience and finding those capital efficiency, it's almost an impossible problem to solve them. >>It's a perfect storm. The waves are kind of coming together to form one big wave. You mentioned Capex and Opec's that's obviously changing the investments. Are there post pandemic growth and changing the user behavior and expectations. The modern applications are being built on top of the infrastructure. That's changing all of this is being driven by cloud native and that's clear. And you're seeing a lot more open kind of approaches, I T and O. T. Coming together whatever you want to do, this is just it's a collision, right? It's a collision of many things and this positive innovation coming out of. So I have to ask you, what are you seeing the solutions that are showing the most promise for these telco industry leaders because they're digitally transforming so they gotta re factor their platforms while enabling innovation, which is a key growth for the revenue. >>Yes. So john from a solution standpoint, what we actually did first and foremost as google cloud was look at ourselves. So just like the transformation we just talked about in the CSB industry, we are seeing google being transformed over the last two decades or so. Right. And it's important to understand that there's a lot google did over the last two decades that we can actually now externalize all of that innovation, all of that open source, all of that multi cloud was originally built for all the google applications that all of us use daily, whether it's Youtube or mail or maps, you know, same infrastructure, same open source, same multi cloud. And we decided to sort of use the same paradigms to build the telecom solutions that I'm going to talk about next. Right? So that's important to bear in mind that those assets were there and we wanted to externalize those assets right. There are really four big solutions that are resonating really well with our CSP partners, john you know, number one to your point is how can they monitor? Is the edge all of this happens at the edge. All of these kids can watch at the edge we believe with five G acting as a brilliant catalyst to really drive this edge deployment, CSP s would be in a very strong position, partnering with cloud players like ourselves to drive growth, not just for that offline, but also to add value to the actual end enterprises that are seeking to use that age. Let me give you a couple of examples. We've been working with industries like retail and manufacturing to create a solutions in a post pandemic world solutions like contact less shopping or visual inspection of an assembly line in a manufacturing plant without the need for having a human there because of the digitization of workforce, which meant these kind of solutions can actually work well at the edge Driven by 5G, but of course they can't be done in isolation. So what we do is we partner with CSP s, we bring our set of solutions and we actually launched in december 30 partners that already on our google cloud solutions and then we partner with the CSP is based on our infrastructure and their infrastructure to ultimately bring this ball to life at the end customer which opened, tends to be an enterprise, whether it's a manufacturing plant, you >>guys got some great examples there, I love that edge story, I think it's huge and it's only gonna get bigger. I gotta ask you, Well, I got you here because again, you're in the industry the managing director, so you have to oversee this whole telecom industry, but it's bigger. It's beyond telecom right now, telecoms. Just one another. Edge network piece of the pie. And the distributed computing, as we say. So I have to ask you one of the big things that google brings to the table is the developer mojo and open source and scale obviously the scales unprecedented. Everyone knows everyone knows that. Um, but ecosystems are super important and telcos kind of really aren't good at that. So, you know, the telco ecosystem was, I mean, I'd say okay, but mostly driven by carriers and and moving bits from point A to point B. But now you've got a developer mindset, public cloud developer ecosystem. How is this changing the landscape of the CSP and how are they changing how is it changing this cloud service providers ability to execute? Because that's the key in this new world. What's your opinion? >>Absolutely, john So there are two things, there are two dimensions. Look at. One is when we came to market a couple of years ago with anti offs, we recognize exactly what you said, jOHn which is the world is moving to multi cloud hybrid cloud. We needed to provide a common platform that the developer community can utilize through microservices and A P I and that platform had to, by definition work not just from google cloud but any club. It could work on any public cloud can work on CSP s private cloud And of course for >>some google cloud. Right. >>The reason was once you deploy and tossed once as a seamless application development platform, You could put all kinds of developer acts on top. So I just talked about 5GH John a minute ago. Those acts can sit on Santa's but at the same time I did to your point John I thi apps could also sit on the same and toss paradigm and network apps. So as network start becoming cloud native, whether it's ran, whether it's all ran, whether it's five G core same principle and that's why we believe when we partner with the SPS were saying, hey, you give this Antos to an ecosystem of community, whether that community is network with the communities, it with the communities, edge apps, all of those can reside seamlessly on this sort of Antos fabric. >>And that's going to set the table for multi cloud, which is basically cloud words for multi vendor, multi app. Well I got to ask you while you have here, first of all, thank you for coming on and sharing your insights. It's really great industry perspective and it's a google clouds got huge scale, great leadership and again, you know, the big, the big cloud players are moving in and helping out and enabling a lot of value. I gotta ask you if you don't mind sharing. If someone asked you him all, tell me about the uh impact that public cloud is having on the telco industry, what would you say? What's, what's the, what's the answer to that is? A lot of people are like, OK, public cloud, I get it, I know what it looks like, but now everyone knows it's going hybrid. So everyone ask, we'll ask you the question, what is public cloud doing for the telecom sector? >>Yeah, I think it's been treating john and great question by the way. Um number one, we are actually providing unprecedented amount of insight on data that the CSP traditionally already had but have never looked at it from the angle we have looked at whether that insights are at the network layer, whether those insights are to personalize customer experiences on the front end systems or whether those insights are to drive care solutions in contact centers and so on and so forth. So it's a massive uplift of customer experience that we can help, Right? So that's that's a very important point because we do have a significant amount of leadership johN at google cloud and analytics and data and insects. Right? So and we offer goes to overseas people. Number two is really what I talked about which is helping them build an ecosystem because let's take retail as an example as a minimum. There are five constituents in that ecosystem, jOHN there is a CSP, there is google cloud, there is an actual retail store, there is a hardware supplier, there's a software developer, all of them as a minimum have to work together to build that ecosystem which is where we give those solutions, Right? So that's the second part. And in the third part is as they move towards cloud Native, we are really helping them change their business model to become a deVOPS. A cloud native mindset, not just a cloud native network. Alrighty, but a cloud native mindset that creates unparalleled agility and flexibility in how they work as a business. So those are the three things I would say as a response to that question >>and obviously the retail, great vertical for google to go in there, given the amazon fear out there, people want this certainly low hanging fruit. I think the devops piece is going to be a big winning opportunity to see how the developers get driven into the landscape. I think that's a huge point and well that's really great insight. A final question for you. I got you here. Um, if someone says, Hey, what's happened in the industry since 2019? We last time we had multiple Congress, they were talking speeds and feeds. Now the world has changed. We're coming out of the pandemic California's opening up. Um, there's going to be in a physical event, the world's going hybrid certainly on the event and certainly cloud what's different in the telecom industry from, you know, many, many months ago, over a year and a half ago from 2019. >>I would say primarily it's the adoption of digital everywhere, which previously, you know, there were all these inhibitions and oh would this work? Would my customer systems become fully digital? Would I be able to offer a are we are experiences? Ah, that's a futuristic thing, you know, And suddenly the pandemic has created this acceleration that says, oh, even post pandemic, half my customers are always gonna talk to me why our digital channel only, which means the way they experience us has to be through these new experiences. Whether it's a are we are, whether it's some other types of applications. So that has been accelerated, johN and the C. S. P. S have therefore really started to go to the application and to the services, which is why you're seeing less on, You know, speeds and feeds because 5Gs here, five years being deployed. Now, how do you monetize? How can we leverage the biggest, so that's the biggest changes >>down stack and then there's the top of the stack for applications and certainly there's a lot of assets in the telecom landscape, a lot of value, A lot of re factoring going on and new opportunities that are out there. Great, great conversation. Well thank you Wolf Pataca, Managing Director, telecom industry. So thanks for coming on the key. Appreciate it. >>Thank you john thank you for having me. Okay. >>Mobile Rule Congress here in person and hybrid and remote. I'm john for a host of the cube. Thank you for watching. We are here in person at the Cloud City Expo community area. Thanks for watching.

>> Announcer: From around the globe, it's theCUBE. Covering Google Cloud Next on Air '20. >> Hi, I'm Stu Miniman. And this is theCUBE's coverage of Google Cloud Next On Air. One of the weeks that they had for the show is to dig deep into infrastructure, of course, one of the foundational pieces when we talk about cloud, so happy to welcome to the program, I've got two of the general managers for both compute and networking. First of all, welcome back one of our cube alumni, June Yang, who's the vice president of compute and also welcoming Shailesh Shukla who's the vice president and general manager of networking both with Google Cloud. Thank you both so much for joining us. >> Great to be here. >> Great to be here, thanks for inviting us Stu. >> So June, if I can start with, you know, one of the themes I heard in the keynote that you gave during the infrastructure week was talking about, we talked about meeting customers where they are, how do I get, you know, all of my applications that I have, obviously some of them are building new applications. Some of them I'm doing SaaS, but many of them, I have to say, how do I get it from where I am to where I want to be and then start taking advantage of cloud and modernization and new capabilities. So if you could, you know, what's new when it comes to migration from a Google Cloud standpoint and, you know, give us a little bit insight as to what you're hearing from your customers. >> Yeah, definitely happy to do so. I think for many of our customers, migration is really the first step, right? A lot of the applications on premise today so the goal is really how do I move from on prem to the cloud? So to that extend, I think we have announced a number of capabilities. And one of the programs that are very exciting that we have just launched is called RAMP program which stands for Google Cloud Rapid Assessment and Migration Program. So it's really kind of bundling a holistic approach of you know, kind of programs tooling and you know, as well as incentives altogether to really help customer with that kind of a journey, right? And then also on the product side, we have introduced a number of new capabilities to really ease that transition for customer to move from on premise to the cloud as well. One of the things we just announced is Google Cloud VMware Engine. And this is really, you know, we built as a native service inside Google as a (indistinct) to allow customer to run their VMware as a service on top of Google infrastructure. So customers can easily take their, you know, what's running on premise, that's running VMware today and move it to cloud was really no change whatsoever and really lift and shift. And your other point is really about a modernization, right? Cause most of our customers coming in today, it's not just about I'm running this as a way it is. It's also, how do I extract value out of this kind of capability? So we build this as a service so that customer can easily start using services like BigQuery to be able to extract data and insights out of this and to be able to give them additional advantages and to create new services and things like that. And for other customers who might want to be able to, you know, leverage our AI, ML capability, that's at their fingertips as well. So it's just really trying to make that process super easy. Another kind of class of workloads we see is really around SAP, right? That's our bread and butter for many enterprises. So customers are moving those out into the clouds and we've seen many examples really kind of really, allow customers to take the data that's sitting in SAP HANA and be able to extract more value out of those. Home Depot is a great example of those and where they're able to leverage the inquiry to take, you know, their stockouts and some of the inventory management and really to the next level, and really giving a customer a much better experience at the end of the day. So those are kind of just a few things that we're doing on that side to really make you a customer easy to lift and shift and then be able to modernize along the way. >> Well yeah, June, if I would like to dig in a little bit on the VMware piece that you talked about. I've been talking of VM-ware a bit lately, talking to some of their customers leveraging the VMware cloud offerings and that modernization is so important because the traditional way you think about virtualization was I stick something in a VM and I leave it there and of course customers, I want to be able to take advantage of the innovation and changes in the cloud. So it seems like things like your analytics and AI would be a natural fit for VMware customers to then get access to those services that you're offering. >> Yeah, absolutely. I think we have lots of customers, that's kind of want to differentiators that customers are looking for, right? I can buy my VMware in a variety of places, but I want to be able to take it to the next level. How do I use data as my differentiator? You know, one of the core missions as part of the Google mission is really how do we help customers to digitally transform and reimagine their business was a data power innovation, and that's kind of one key piece we know we want to focus on, and this is part of the reason why we built this as really a native service inside of Google Cloud so that you're going through the same council using, you know, accessing VMware engine, accessing BigQuery, accessing networking, firewalls, and so forth, all really seamlessly. And so it makes it really easy to be able to extend and modernize. >> All right, well, June one of the other things, anytime we come to the Cloud event is we know that there's going to be updates in some of the primary offerings. So when it comes to compute and storage, know there's a number of announcements there, probably more than we'll be able to cover in this, but give us some of the highlights. >> Yeah, let me give some highlights I mean, at the core of this is a really Google Compute Engine, and we're very excited we've introduced a number of new, what we call VM families, right? Essentially different UBM instances, that's catered towards different use cases and different kinds of workloads. So for example, we launched the N2D VM, so this is a set of VMs on EMD technology and really kind of provide excellent price performance benefit for customers and who can choose to go down that particular path. We're also just really introduced our A2 VM family. This is based on GPU accelerator optimized to VM. So we're the first ones in the market to introduce NVIDIA Ampere A 100. So for lots of customers who were really introduced, we're interesting, you know, use GPU to do their ML and AI type of analysis. This is a big help because it's got a better performance compared to the previous generation so they can run their models faster and turn it around and turn insights. >> Wonderful. Shailesh, of course we want to hear about the networking components to, you know, Google, very well known you know, everybody leverages Google's network and global reach so how about the update from your network side? >> Absolutely. Stu, let me give you a set of updates that we have announced at next conference. So first of all as you know, many customers choose Google Cloud for the scale, the reach, the performance and the elasticity that we provide and ultimately results in better user experience or customer experience. And the backbone of all of this capability is our private global backbone network, right? Which all of our cloud customers benefit from. The networking is extremely important to advance our customers digital journeys, the ones that June talked about, migration and modernization, as well as security, right? So to that end, we made several announcements. Let's talk about some of them. First we announced a new subsea cable called the Grace Hopper which will actually run between the U.S. on one side and UK on the other and Spain on another leg. And it's equipped with about 16 fiber pairs that will get completed in 2022. And it will allow for significant new capacity between the U.S. and Europe, right? Second Google Cloud CDN, it's one of our most popular and fast-growing service offerings. It now offers the capability to serve content from on prem, as well as other clouds especially for hybrid and multicloud deployments. This provides a tremendous amount of flexibility in where the content can be placed and overall content and application delivery. Third we have announced the expansion of our partnership with Cisco and it's we have announced this notion of Cisco SD-WAN Cloud Hub with Google Cloud. It's one of the first in the industry to actually create an automated end to end solution that intelligently and securely, you know, connects or bridges enterprise networks to any workload across multiple clouds and to other locations. Four, we announced a new capabilities in the network intelligence center. It's a platform that provides customers with unmatched visibility into their networks, along with proactive kind of network verification, security recommendations, and so on. There were two specific modules there, around firewall insights and performance dashboard that we announced in addition to the three that already existed. And finally, we have a range of really powerful announcements in the security front, as you know, security is one of our top priorities and our infrastructure and products are designed, built and operated with an end to end security framework and end to end security as a core design principle. Let me give you a few highlights. First, as part of making it easy for firewall management for our customers to manage firewall across multiple organizations, we announced hierarchical firewall. Second, in order to enable, you know, better security capability, we announced the notion of packet metering, right? So which is something that we announced earlier in the year, but it's now GA and allows customers to collect and inspect network traffic across multiple machine types without any overhead, right? Third is, in actually in our compute and security teams, we announced the capability to what we call as confidential VMs, which offer the ability to encrypt data while being processed. We have always had the capability to encrypt data at rest and while in motion, now we are the first in the industry to announce the ability to encrypt data even while it is being processed. So we are really, you know, pleased to offer that as part of our confidential computing portfolio. We also announced the ability to do a managed service around our cloud armor security portfolio for DDoS web application and bot detection, that's called Cloud Armor Managed Protection. And finally we also announced the capability called Private Service Connect that allows customers to connect effortlessly to other Google Cloud services or to third party SaaS applications while keeping their traffic secure and private over the, in kind of the broader internet. So we were really pleased to announce in number of, you know, very critical kind of announcements, products and capabilities and partnerships such as Cisco in order to further the modernization and migration for our customers. >> Yeah, one note I will make for our audience, you know, check the details on the website. I know some of the security features are now in data, many of the other things it's now general availability. Shailesh, follow up question I have for you is when I look in 2020, the internet patterns of traffic have changed drastically. You saw a very rapid shift, everyone had needed to work from home, there's been a lot of stresses and strains on the network, when I hear things like your CDN or your SD-WAN partnership with Cisco, I have to think that there's, you know, an impact on that. What are you seeing? What are you hearing from your customers? How are you helping them work through these rapid changes to be able to respond and still give people the, you know, the performance and reliability of traffic where they need it, when they need? >> Right, absolutely. This is a, you know, very important question and a very important topic, right? And when we saw the impact of COVID, you know, as you know Google's mission is to be, continue to be helpful to our customers, we actually invested and continue to invest in building out our CDN capability, our interconnect, the capacity in our network infrastructure, and so on, in order to provide better, for example distance learning, video conferencing, e-commerce, financial services and so on and we are proud to say that we were able to support a very significant expansion in the overall traffic, you know, on a global basis, right? In Google Clouds and Google's network without a hitch. So we are really proud to be able to say that. In addition there are other areas where we have been looking to help our customers. For example, high performance computing is a very interesting capability that many customers are using for things such as COVID research, right? So a good example is Northeastern University in Boston that has been using, you know, a sort of thousands of kind of preemptable virtual machines on Google Cloud to power very large scale and a data driven model and simulations to figure out how the travel restrictions and social distancing will actually impact the spread of the virus. That's an example of the way that we are trying to be helpful as part of the the broader global situation. >> Great. June, I have to imagine generally from infrastructure there've been a number of other impacts that Google Cloud has been helping your customers, any other examples that you'd like to share? >> Yeah, absolutely. I mean, if you look at the COVID impact, it impact different industries quite differently. We've seen certain industries that just really, their demand skyrocketed overnight. For example you know, I take one of our internal customer, Google, you know, Google Meet, which is Google's video conferencing service, we just announced that we saw a 30X increase over the last few months since COVID has started. And this is all running on Google infrastructure. And we've seen similar kind of a pattern for a number of our customers on the media entertainment area, and certainly video conferencing and so forth. And we've been able to scale to beat these key customer's demand and to make sure that they have the agility they need to meet the demand from their customers and so we're definitely very proud to be part of the, you know, part of this effort to kind of enable folks to be able to work from home, to be able to study from home and so on and so forth. You know, for some customers, you know, the whole business continuity is really a big deal for them, you know, where's the whole work from home a mandate. So for example, one of our customers Telus International, it's a Canadian telecommunication company, because of COVID they had to, you know, be able to transition tens and thousands of employees to work on the whole model immediately. And they were able to work with Google Cloud and our partner, itopia, who is specializing in virtual desktop and application. So overnight, literally in 24 hours, we're able to deploy a fully configured virtual desktop environments from Google Cloud and allow their employees to come back to service. So that's just one example, there's hundreds and thousands more of those examples, and it's been very heartening to be part of this, you know, Google to be helpful to our customer. >> Great. Well, I want to let both of you just have the final word when you're talking to customers here in 2020, how should they be thinking of Google Cloud? How do you make sure that you're helping them in differentiating from some of the other solutions and the environment? May be June if we could start with you. >> Sure, so at Google Cloud, our goal is to make it easy for anyone you know, whether you're big big enterprises or small startups, to be able to build your applications, to be able to innovate and harness the power of data to extract additional information, insights, and to be able to scale your business. As an infrastructure provider, we want to deliver the best infrastructure to run all customers application and on a global basis, reliably and securely. Definitely getting more and more complicated and you know, as we kind of spread our capacity to different locations, it gets more complicated from a logistics and a perspective as well so we want to help to do the heavy lifting around the infrastructure, so that from a customer, they can simply consume our infrastructure as a service and be able to focus on their businesses and not worry about the infrastructure side. So, you know, that's our goal, we'll do the plumbing work and we'll allow customers innovate on top of that. >> Right. You know, June you said that very well, right? Distributed infrastructure is a key part of our strategy to help our customers. In addition, we also provide the platform capability. So essentially a digital transformation platform that manages data at scale to help, you know, develop and modernize the applications, right? And finally we layer on top of that, a suite of industry specific solutions that deliver kind of these digital capabilities across each of the key verticals, such as financial services or telecommunications or media and entertainment, retail, healthcare, et cetera. So that's how combining together infrastructure platform and solutions we are able to help customers in their modernization journeys. >> All right, June and Shailesh, thank you so much for sharing the updates, congratulations to your teams on the progress, and absolutely look forward to hearing more in the future. >> Great, thank you Stu. >> Thank you Stu. >> All right, and stay tuned for more coverage of Google Cloud Next On Air '20. I'm Stu Miniman, thank you for watching theCUBE. (Upbeat music)

>> fly from San Francisco. It's the Cube covering Google Cloud next nineteen Tio by Google Cloud and its ecosystem partners. >> Okay, welcome back, everyone here. Live Cube coverage in San Francisco for Google Clouds Conference call Google Next twenty nineteen. Hashtag Google next nineteen. I'm John for us to meet him in and Dave along with a special Cuban sites. Guess Cory Quinn, Cloud a calm said Duck Bill Group will also be filling in as a host on the Cube at a variety of Cloud native shows. Corey, welcome back to the Cube. Good to see you again. Thanks for coming >> on. Great to see me again. Thank you for having me >> and still you looking beautiful. Brilliant is always Dave. You're handsome. Okay, we're here in the Cube, breaking it down our guys. Seriously, let's let's let's wrap this up real quick. And then we'LL get into some of the fun conversations around some of the observations. But Day one's over. Clearly, Anthos is not just the rebrand. Although the CMO clearly talked about how wow has done that, they want to add more stuff into it. So that's the big topic here. We saw the migration tool and those migrate and then a lot of sun apogee here. AP eyes thoughts on Day one. >> Yes, eso John Anthos. I'm still trying to squint through it a little bit, and it's it's more than just Cooper Netease. We know that Google has a strong position, and being the open cloud is they've been saying for a couple of years. But you know what? Air these services who? The partners, How is this different from the, You know, dozens of Cooper, Nettie says. Solutions that are out there. So there's great buzz here at the show, Really good attendance here. A lot of really smart people. So we expect that coming off Google show So good start Day one. It was really excited to dig with you on some of the answers stuff as well as some of the surveillance pieces, which I've got some commentary on >> our partner and Chan sent a lot of time on the state. Duggan Cory, I know you've been putting in your ear the ground. What's happening? What do you see what he reporting? What have you collected? The >> I think one of the biggest things that I'm seeing in this entire conference to date has been almost a mind shift change. I mean, this is conferences called Google Next, and for a long time that's been one of the biggest problems. They're focusing on what's next rather than what is today, and they're inventing the future to almost at the expense of the present. I think the big messaging today was both about reassuring enterprises that yes, they're serious about this and also building a narrative where there now talking about coming at this from a position of being able to embrace customers where they are and speak their language? I think that that's transformative for Google. And it's something I don't think that we've seen them do seriously, at least not for very long. >> Dave. We've been talking about this all the time. Do they have the enterprise? Charles. We've been following the new team. When Diane Greene came in here to put the pieces together, it was a tough job. She had. They put the pieces together. But as Cory's pointing out, some one's like they're growing up now, saying Okay, we gotta realize that customers matter, not just addict attack or the future. This has been an Amazon playbook, customer, customer, customer and build a product. Customers. It seems to be your thoughts on this. >> Well, so I think Corey made a good point is they're always looking at the future. And if you want to get beyond search male and maps, I got to solve a problem today. And I'm not sure exactly like you said Stew. What problem Anthos is solving. I think it may still be a little early for this multi cloud management, but I think it is coming, you know, look, to think about how Amazon talks. Well, we're gonna eliminate heavy lifting. Microsoft clearly is got a software, a state that they could help you connect, you know, Oracle. Same. Same who? Google. It's always been about the tech and the future, and they're starting to get there, but still about to me, the tech and the future. >> It's a tragic Corey. I remember. I believe you were quoted in ah. News article recently is that Amazon listens to customers and Google historically talks to customers and tells them this is the way you should be doing it with a new Google. Now, >> I don't know. I don't think you change anything. Is biggest Google overnight. I think that there's a long story tradition of the Google engineer being the smartest person in the room. Just ask them. I'm kidding. You won't have to ask them. They're going to tell you on prompted. And I think that has to change because fundamentally addressing developers is a great way of building traction. It's a great way of getting to where they tend to be. But developers generally do not sign fifty million dollar deals. Well, more than once anyway. >> Well, this is a good point. This pretty customer attraction, which I think they've shown chops for the work they're doing that cnc f with continued open source. Great. But then when you got to go support the open source when you got to start putting lays together, this is where you start to get into procurement. Some requirements operations, security, a whole new level of grinding it out. I mean, the enterprise is a grind it out game. Google now has to go down that road stew. Dave, Corey, do you think they're ready? You think they're ready to grind it out? >> Way talked about in our kickoff this morning. Partnerships are critical and they had a bunch of really good ones up on stage this morning. You know, Cisco, VM wear some good ones to hang your hat on. You know, I would like to see more from an application standpoint as to where they sent him then they But you >> know, there's no question. I mean, I think there's an emphatic yes. Why? Because they got the global scale. They got the world's biggest cloud. They get a ton of dough. You know, we always say, though the best tech doesn't always win, and that's true. But usually the best tech runs out of money or they give up. You know, I don't see that happening in, >> Well, it's in the >> midterm or even semi long term for Google. So So I do think they have the chops to grind it out. >> I mean, I think they have attack. I've always said that love some of their tech, but they try to force Google Tech down the enterprise throats over the years. And I think Diane Green realized that that was the start of seeing real product management shop start to come in some of the work that they know they gotta get down and dirty on But to me it's a story that matters. The story has to be there. I think we're starting to see here, at least from my observation story of customers. So get in salt, create value, think this whole positioning of we want to be the open cloud where they say, Oh, you want to negotiate your contracts Don't want lock in You want developer productivity and you want operations I think it's a smart play by Google Stew. I think that's a good move. And again there, the dark horse in this. They don't have a lot to lose by going changing the game, changing the rules. Amazon, certainly in the lead, has a lot to lose, but they're so far ahead. Google just kind of catch up pretty quickly if they make the right moves. >> T K is making a lot of the right moves, but there's only so much it can be done so quickly. When you wind up in a story like we're seeing right now with customers who are taking workloads and haven't really been touched in there on from environments since nineteen ninety eight and they're migrating them into a GP environment and GPS formal deprecation Policy says We'LL give you one year's notice before turning anything off once it goes, g et. That's no time at all For an enterprise. Wait, we might have to move again. Absolutely not. It's still a language >> A C enterprise's years just to figure out Should we move? And where do we dio >> exactly their enterprise to go out of business and some of their divisions wouldn't know for five >> years. So is Google. What's what's the reaction when you press them on this, >> uh, usually starts with well, actually, And then they breathe and they reach for a whiteboard to show me exactly why I'm wrong. And then I lose interest and wander off, at which point they realized, Wow, you have no attention span for anything. Would you like to work here? And so far no dice, but we'LL see. >> So that's it. Well, that's a good business model, right? I think. Still your reaction to that? I mean, yeah, I read that they support rail For what? A deck like zillions of years. Right. This is what an example of how an enterprise needs to behave. >> Well, right, John Thie question we've had for a number of years is, you know, can cos b'more googly on DH. You know, the message here seems to be more. We're going to meet you where we are. We're going to be able to work with you on that. But there's some of those underlying things that Cory brings out that that need to change here. So that's a big change for Google. >> So what is the story that we heard from from Thomas carrying today? He said, Hybrid cloud Mina multi cloud, consistent framework with standard infrastructure in a platform to secure and manage data across the enterprise. Okay, sounds good. A lot of work to be done there. If you think about I mean, look at Amazon hybrid guard. If you announce outposts doesn't shift till later this year, it's a one small slice. There's got to be partnerships. There's gotta be an ecosystem to deliver on those three components of the vision on the story, and I say there's a lot of work to be done there now. What I do like about it is I do think that that multi cloud is a problem. I don't think thus far from most enterprises, it's a strategy I think it's if in multi vendor and so it will become a problem. The question I have is who's going to be in the best position to solve that problem? And you pointed out today still, well, Google has got VM wears a partner. Sisko is a partner. Red Hat as a partner. You know, IBM and Red Hat sort of lining up on that. Maybe service now tries to get into that game, but it's a wide open space. It's jump ball. >> Yeah, it's interesting. One of the things that I worry a little about and, you know, love. Corey's opinion on this is, you know, Google. Absolutely. If you talk about the container space, clear leadership, you know, first time I heard about containers, Google was front and center. They're leading this Cooper Netease march, but communities isn't magic, and even their server lis move movement. John and I interviewed Polly today, and it's very much, you know, Kay Native, we're going to take your containers and Goober Netease and extended service. That's not what I hear from you know, customers that I talked to today that are doing survivalists according what? What? What? What's your take there. >> I think that you sort of see almost the same problem emerging both with that narrative and the current multi cloud approach. It's It's not the fact that I can take this arbitrary code and Ronit anywhere that makes something server. Lis. We have a restaurant to run code or a raspberry pie or a burning dumpster with enterprise logo on the side of it that does. That isn't what's interesting. That isn't what delivers value to customers. It's the event model for starters, and I think right now that's not quite there. A lot of stuff. It's been announced and is coming out as we speak. And various block Post is still http endpoint activated, which means that you're not quite to an event model separately. What we're seeing with Anthos and the current approach to multicloud is you can deploy this to any cloud provider you'd like. Well, yes, in so far is a cloud provider to you is a bunch of disc, a pile of VMs and a network, and that's about it. That's not a cloud in the modern sense that is effectively outsourcing your data center and you'll find it runs on money pretty quickly. Once you start down that path, it's the higher level services, these renovations. >> This brings up a good point and that I think what I'm seeing and this is what I think, A lot of people, it's very aspirational. Views on Google People love Google. They love. They know about Google and they hope that they're as good as Amazon tomorrow. And let's just face it, Amazon is way out front. So I think this expectations for Google that are a little bit to hide. I think what I'm hearing the executives, at least the positive side would be. They understand where they are. I mean, the fact that we're not home on edge and I ot and all these other things, it means that they're still in foundational mode, in my opinion. So I mean, think about it. They're just getting their act together, building that foundational things. So I think they're cautious because we're not hearing about the eye ot. We're not hearing about some of the more advanced challenges that the enterprise is air. Having heard a little bit about from the sigh from a group that came on about data migration, Sata, Gata so OK, they got database at the Big Cloud. Big table, Big queer. OK, great stuff. Ml So data, certainly in their wheelhouse. But outside of that, I mean they're still foundational. So >> tomorrow's product day, though. So you know he may be here more there. I'm surprised they didn't hear more about machine intelligence. Give it. No, they talked about a little bit. But this company is the leader in a >> way. Maybe that's part of the issue. And I think that there is no question that when you want something far future that looks like robots from space Bill, you go to Google. You know that. I think there's a lot less of an awareness that Okay, I just need a bunch of the EMS to run somewhere, and I feel like that is more or less. It's a story of today, >> and you know Google. I mean, like their story. You know, I love the code cloud code, cloud run, cloud building. They have all the right. Like Jeff Bob's like linguistic that gets my attention. You get is kind of like it feels like it feels like they're really close. It's getting so >> far away. Cultures also extremely hard. You have a bunch of execs that have just shown up from Oracle seemingly yesterday in these terms, and there's a lot of knee jerk reactions of, Oh, Google is now taking on a bunch of Oracle approaches, like hiring sales people and talking to customers. That's not a bad thing. Meanwhile, the executives who come Teo out of Oracle after decades there and are now working at Google. We're having to adjust to a more rapid pace of innovation to this new world in which they have customers that don't actively hate. Um, and it's turning into a very different story for everyone involved. I'm curious to see what comes out of it, but it's still very much earlier, >> and I think they could build fast. Like you said, they like Google's. The parties like him. What they don't like about Google is responsiveness and being, you know, the white gloves they need. They need to have that kind of service ability. >> And Google also, by having a single overarching brand in the term of the word Google is their consumer efforts do wind up playing into people's perception of through the clouds like yes, we want Google to listen to us? No, not through our thermostats. >> Well, they got a lot of Regis developing. They got the footprint. Guys, great job student. Final comments. >> I mean, just you talk about the customer you've heard there was. You know, my comment. My comment on Twitter this morning that got the most reaction is you no question to retail or why are you choosing Google Cloud? Answer is, you're not Amazon, and you know, the long and short being the alternative to a leader in the market today. Not a bad thing. So Google has, you know, a good position at the market. They we always knew that they had great tak es o >> Also thing on that comments do is that I think in watching Google, I think I personally in critical of what they need to do more obviously. But they know their people are doing the work. I mean, you've got to grind it out to me. This is a grind it out game. It's on ly early. You gotta get the discipline up there. They got the right product management type chops and there Can they get those things done that Thomas Curry and, um, it's Avery can bring to the table and kind of shed the Oracle and put the New Jersey on and fight the battle with the new Google Way. That's going to be the tell Signe. >> Well, the hard part for me is it. So it's hard to measure. You see some logo's. You don't know what they're really buy. I mean, with them is on, you know, it's it's infrastructures of service. Microsoft. Okay, I'm not sure. How much is there Oracle? Clearly not sure, you know, etcetera. But so lookit Proof was talking to customers, right? Huh? How much they're actually adopting this stuff for riel Business problems. >> Yeah, not multi cloud if your infrastructure runs on a different cloud provider. But you're using g sweet. I mean that that's not really what people think of when they say multi cloud. But that is what analysts chalk it up as something >> it's a battle at least accomplishes lining up. You got Amazon, Microsoft, Google lying it up. It's the cube coverage wrapping it up with the team here day one of three days of wall to wall coverage. Stay with us. Go to the cube dot net the check out all the video silken angle dot com. We have a special report and a lot of constant flowing there, and we're back with more coverage tomorrow day, too. Thanks for watching.

>> fly from San Francisco. It's the Cube covering Google Club next nineteen, right Tio by Google Cloud and its ecosystem partners. >> Okay, welcome back, everyone. We are here live in San Francisco for cubes. Coverage of Google next twenty nineteen. Hashtag Google. Next nineteen, Google's Cloud Conference, where their customers, developers all come together Cubes. Three days of coverage. Day one. I'm John forward, my Coast, Dave Aloft as well. Astute many men Who's out there doing some reporter? Next guess Allison. Wagon filled is the CMO of Google Cloud. Great to see you. Thanks for joining us. >> Thanks for having me. I'm glad to be here, >> so I got to say, looking out on the floor here, we're in the middle of the floor. Great demographics. A lot of developers, lot of enterprise customers. A lot of you know, sea levels will also enterprise architects and cloud architects. So this is not just a developer fest. This is a business developer conference. >> Yes. So that's been a real change this year. Not only have we increase the numbers I think I mentioned earlier that we have thirty thousand people are actually able even more than that. We had a cap registration we sold out last week. But the composition is different this year because this year we have over seventy percent from enterprise companies and then within enterprise Cos it's Dev's decision makers, business leaders. And then we have a whole executive track of leader Circle program as well. So it's been a really great mix of different energy, different questions in different sessions. >> You guys do a great job in event kudos to the team original Google Io was a great event that continues to be the consumer side on Google. You guys have that same kind of grew swing going on a lot of sessions. Take him in to explain the theme of the show. What's going on around the events? Breakouts? What's the focus? >> Yes, so the focus? Well, there's a theme and a couple different levels. The broad theme is a cloud like no other, because we've introduced a lot of new, different features and products and programs. We introduced Antos this morning, which was really revolutionary way of using containers broadly multi cloud, high but cloud. So it's from a product standpoint, but it's also a cloud like no other, because it's about the community that's here, and it's truly a partnership with our customers and our partners about building this cloud together, and we see the community as a really key part of that. It's really corta Google's values around openness, open source technology and really embracing the broader community to build the cloud together. >> And I thought was interesting. The Kino was phenomenal. You had the CEO of Google come out Sundar Pichai and the new CEO on the job for ten weeks. T K >> Sommers. Korean. Yes. Lot of action >> going on a Google right now. >> Yeah, it's been great to have Thomas. Diane was phenomenal and building the business. It's wonderful. Have Sundar here. He's got a lot of commitment, really engaged with our customers. And so it's a lot of energy and a lot of excitement. A Google. >> I thought the vory class act of Thomas Curry and his first words on stage at the CEO was to give props. The Diane Green very, very respected, that was >> great, was very gracious of, Thomas >> said. Sorry, he said. The press, sir, that one of things I really like about Google is not afraid of hard problems, So I wanted to ask you a CMO I always asked the most about brand promise. What's the brand promise? That you want customers and the community to take away from an event like this? >> So the brand promise has a couple different areas. First and foremost, we want our customers to be successful with their customers. And so we think, really holistically about lessons. Make sure that we're delivering the cloud technologies so that customers can really serve everyone that they want to serve, whether it be a retailer that wants to create a wonderful, offline and online experience, whether it's a health care provider that wants to ensure that every doctor, it knows all of the right data about all the patients or within a hospital. And so that's the way we're always thinking is how do we ensure that we help our customers set up to be successful? >> So one of the big teams we heard this morning was the industry focus, and you just referenced that again. It seems to be an increasingly important part of the messaging and the technologies that you're creating, and it ties into digital transformation. You seeing every industry transform data is at the heart of that transformation. You're seeing big companies traverse different industries. So what if you could talk about the industry focus? Uh, where'd that come from? Where do you see it going? >> Yes, So there's really three core parts of what we've been talking about today. First and foremost is the infrastructure and ensuring that we have the world's best infrastructure. Then, on top of that, it's ensuring that we have all the right applications to help with digital transformation. And then, as part of that further, is the industry solutions. Because in our six focus industries, we want to make sure that we're really developing the right applications with the right solutions and half a deep expertise that companies are looking for so that we can really part with partner with them and really, truly be innovative. And we could feel much more comfortable being innovative. But we really understand our customer problems >> keep Part of that is the global s eyes. You look out here, you see all the big names I won't name because I'll forget one. But there's two obvious ones right there because once you start to see those guys come into the ecosystem, that's when you can partner and get really deep industry expertise globally, >> I agree. And so we do have a great partnerships that said here with Accenture in tow, Lloyd and Antos or three of them, many more that we were working really closely with. And there really are an extension of what we want to build because we know that we will not be able Teo create every single last mile industry solution and every single industry, and working with those companies really helps us. >> I was on the plane last night watching the game. Of course, I love you guys got to see it. You're probably appear busy, but I focused. Google was all over the this year, >> so this is our second year of our partnership with the law, and it's been great. There's a couple dimensions to that partnership. First and foremost, we help them analyze eighty years worth of data. And through all of that analysis, we've been working with him about making predictions about games in helping them understand players and coaches and teams better. Everything from creating brackets. Teo, how do you fan experience? And then as part of that, we also had opportunity to do some advertising within their games. So you may have seen some of the TV spots that we did, which was about analyzing that data. We put ourselves on the line by making predictions during the game about what we thought would happen based on all of our analysis. And then the Big Chef this year was we included students, so it was really studies. Last year we created all these models, but we did it within Google. We had Google, Debs and Google engineers creating prediction models. We said, like, What if we brought students in tow? Help us? So we recruited thirty or so all star students around the country from their schools, brought them together. They learned DCP like that. It was awesome. And then they started working together doing predictions. And so a lot of what you saw in the Games and on our hub was actually students using Google Claude platform to make predictions about the games. >> So just get this right. The reference on stage by T K students. So you had data from the that was exposed to the students. They had a hackathon. How much lead time that they have? What was that >> did everything with thirty days. So they hack it on was about two months ago or so. But within the last thirty days, they did all of these different projects and they were actually doing really creative things about trying to come up with new types of stats like explosiveness. What does that mean? Does that mean that you move in closer to the basket or does it mean that here they're coming up, the stats around pace of game and different elements of the place? It was really fun. >> How many slam dunk this, Miss Fowles? So >> question, Who do you who you're rooting for? I was >> writing from Virginia. You know, Let's say I >> was right for >> Virginia after my bracket got busted, so I was allowed to kind of change a little bit. And they're Michigan. Once they were gone, I was like, >> So I use no way. I but I hit ninety ninth percentile. So you go. I had Michigan in Michigan State rather in Virginia in my Final Four for Michigan State. Lost, but still, I would have been >> That's pretty good >> night, point nine. So what is with what kind of predictions were the students doing well, >> predictions about everything from, well, last night we had some predictions about the number two point last. We had about how many different times we're going to exchange like the ball will go back and forth between teams. We had predictions about three pointers and one game everything. So it's been really fun. Teo work with >> that kind of in game predictions. To see that a lot. >> You probably saw some stats real >> probability of, ah, victory, which of course, last night. Forget it. I mean, it's changed so quickly. >> Great program. One of those I want to ask you change gears is you have a book in the press room called customer Voices. So this has been a focus, and I think a lot of people have been Lego Google's great tact, but not a lot of customers, which you guys air debunking with. Not only this, but here to show shown the logo slide really kind of showing the traction from a customer's standpoint. >> Yes, about >> the focus on the customer. How does that change? How you doing your job? How is the tech rolling out? Can you share some insight into customer focused. >> Yeah, this has been a really big step change this year. We have over four hundred customers speaking throughout this event, and then we have a number of them that are on stage in the keynotes telling real stories. Two years ago, we had some customers speaking and they would say, I'm looking. I'm dabbling and this But now they're making rial kind of bet The company decisions using our technology. And so this customer voices is looking at those companies. We have something called the customer innovation serious this afternoon, where the CIA of HSBC will be talking about their evolution and Gogo Cloud. Two years ago, Darrell West was on stage talking about just kind of what they will be getting. Two Dio with Google Cloud Platform And now here we are two years later, when they've made a lot of progress and we'LL be sharing their stories that the custom innovation Siri's is one of my favorite parts. It next, >> you know, we cover a lot of events. David eyes were like two ESPN of tech or game day. We've gotten the shows, we see a lot of events and you kind of hear the key words over and over again. Soon these events here we're hearing scale, which we've heard all the time. Google scales, scales, scales solve all our problems. But we're hearing more about customers. OK, this has been a big focus. How have you guys shifted internally? Because this seems to been around for a while. Like you said, I think it's a step function from what we're seeing as well. What's going on internally. How you guys mobilizing, How you guys taking this to the mark? Because you've got great partition. So Cisco onstage VM wears even up there. You got an ecosystem developing a lot of momentum. >> So we're truly this year Enterprise ready to use a buzz word that comes up. So two years ago, we still had some holes in some of our technology stack, and we're still really building to go to market teams. We still vastly scaling that so absolutely growing there. But we're in a whole different place as a business where we are able to serve really large enterprises at scale. McKesson just announced sixth largest company that they are moving and working with us a Google cloud. I mean, so these air major companies that are making big decisions to work with us. And so it's at a whole different level this year, and we're really proud that the customers have chosen to work with us, and we're building the organization to ensure that their successful. So that's our customer success program. That's ensuring we have the right kind of customer engineers working hand in hand with our customers. So it's a big focus ever. Whole group. It's a focus where Thomas Kurian has a lot of background serving enterprise customers at Oracle for twenty years, bringing that expertise. So you'LL see that everywhere. So I'm glad you picked up on that and feel it because it's really permeates everything we're doing at Google clouds, >> and it's been a good, positive change. The results of their What's the focus for you As you look forward, It's a lot to do. You guys are a great opportunity. I always say Google's dark horse now Samson's got a good lead out there being first in, but you guys have a lot of tech. You got the customer focus. You got a lot of momentum on the tech side. Cloud native Open source. Partner ecosystem Developing customer ecosystem. So kind of ball's in your court, so to speak. >> You feel really well, position we It's early. So in the whole market, people seem to think that I like all these decisions, but it's really still eighty percent of workload Zoran data centers of these big enterprises, everybody who's here with us right now. And most companies were choosing a multi club strategy this morning. We announced a major product and those that really enables the multi cloud strategy so enables Google to really be at the center of that multi cloud and provide the services using containers and a lot of the biggest best advances right now. And so as we scale our go to market, we can really bring this technology that way here, over and over again, is the best technology in the business. Yeah, we had it really had to go to market in place to bring it to customers. And this is really where we're taking it so we can help get this awesome technology. It's so fun is a marketer to them, bring it to everybody. >> I always say it so early. The wave is just getting started more ways behind it. I'm very impressed. That intrigue also by the rebranding of the Google Cloud platform what you guys announced last kind of hybrid and those is interesting because it's a rebrand slash new set of integration points Sisco again on stage kind of integrating with your container platform is a key key story that I think is nuanced but kind of points to a whole new Google. What was behind the rebranding? Can you just share some insight that what the commerce she's like Google Cloud Platforms is descriptive. But I mean, >> sister, thanks >> Cloud Services platform when we chose that name last year is when we wanted to Alfa with a product and frankly, within the marketing team, he kind of knew was always a placeholder name. And then the debate was, What do we change the name when you go to Beta, which we did a couple months ago? Or when we go to went to Gaea and we decided this would be a great opportunity to change the name, so we always knew it was going to change the name. Picking a name is always complicated, and so we spent a lot of time thinking about what way wanted that name too mean and what we wanted to stand for. And we really liked Anthros. It's a Greek word. It is a nod to the Greek aspects of the history of the product. With Cooper, Netease, Andhis, Teo and other areas. It means the blossom it means to grow. It means all. And so you many words like Anthology and things like that. So we'd liked both what it meant, And we also liked that with all Namie decisions, it's easy to spell. It's easy to find. It's all great, >> and it's super >> booming in California. Here as we speak. Well, ironic. >> It has an international flavor to it. But you guys, you guys are taking this show overseas, right? They've got a big show in London in November, I know and yes, >> be in Tokyo in July at next and then London in November. And then we do it between all of these. What we call Clouds Summit Siri's, which are in country slightly smaller. But we bring a lot of the same technology, and speakers and sessions just have a slightly scaled down version. >> Intimate. We really appreciate your support. We love doing the Cube hearing a lot of Czech athletes, as we say here on the show floor. Lot of knowledge, good customer converses. Alison's Thanks for sharing the inside congratulates on the great >> show, so I left be here. Thanks >> for rebranding as the market shifts. Great time to have a rebrand, certainly when it means something more. Multi cloud hybrid cloud Google Cloud Platform now and those that cube bring you live coverage here from the floor at Google next twenty nineteen. Stay with us for more after this short break.

live from San Francisco it's the cube covering Google cloud next 19 taught to you by Google cloud and its ecosystem partners hello everyone welcome back to the cubes live coverage here in San Francisco the Moscone Center for the Google clouds conference is called Google next 2019 I'm Chevrolet my costume in omim de Ville ante is also here doing interviews our next guest is probably Bob who's the VP of product and design for server lists at Google probably great to see you thanks for coming on thank you for having me so you'd be a you're the VP of Product you got the keys to the kingdom on the roadmap you're seeing all the announcements obviously server lists cloud run was announced cloud code was mentioned on stage that's going to come out tomorrow so code build run this is DevOps this is actually happening yeah you know what super exciting is that we've we're finally solving the problem for customers and taking a customer centric view of this I'll start off with a little bit of the journey we took to get here right as we were talking to customers they kept coming back to three things that they wanted from us the first thing they wanted was agility they understand that you know cloud could give them great cost savings but they also wanted to be able to move faster and innovate right the second bit they wanted was having the flexibility to be hybrid and multi-cloud super important especially to our largest customers and then the third piece was they've really struggled with his journey to cloud and they wanted our partnership to make it a much more seamless and non-deceptive journey so as we talk to them about these three things right we came back to the drawing board and said hey what are the products that we can build to make their journey to be more cloud native and more agile much more seamless and future-proofed that much better right so we came back to the drawing board and came up with three products that you talked about this now the first was we looked at developers and their journeys and we said look they're building in traditional ideas like IntelliJ or vs code optimized for local development right and they're not writing a lick of Yama they're right for kubernetes and we said okay how can we take those environments and help those development teams build cloud native apps really really easily so really just turbocharging their cloud native development so bill cloud code which extends their local ids and lets them deploy to remote clusters so they can get full debugging full deployment building its integrated in the cloud build and they get the full kubernetes a development environment right in place so cloud build was released earlier you got enhancements of that so news the hard news here is enhancements to cloud build cloud code as new announce here yeah cloud run announced today that's right so this is the new this is the new hard news that's right so bottom line what does it mean for a developer so like I didn't enterprise so I'm a cio I'm a site C so I'm gonna be putting all my eggs in the cloud basket I've still gonna run the on Prem day is gonna be critical to my strategy it's this early day set up time or are you guys thinking it's more about the setup or more the life cycle of CI CD pipelining all the way to application deployment a great question John so I think where we are in this journey is that enterprises have started off with something that's the most basic cloud ready workloads that have been lifted and shifted we now see the next wave of workloads this is the 80% of workloads that are still on premise we see them start to get cloud ready and cloud native and the way that their enterprises are gonna do that is by building on top of the standards we've created like kubernetes and sto and key native and what cloud cold and build and run and of course Anthes that we talked off this morning as well these are great managed solutions from Google fully managed solutions from Google that let you get cloud native fast all right Polly wonder if you can help us you know spin through I see a disconnect in the market so you know Google showed great leadership in the container space and of course kubernetes we came out of Google and when I look at like cloud run okay it's helping to connect that and Kay native to kubernetes in service when I talk to a lot of the developers and service it's not the infrastructure moving up the stack it's they didn't want to even think about it it's right built in the cloud that's right I focus on the application I don't even think about that so I've got this big gap as to you know on premises forget it I don't never want to touch it or think about it and you know the one of the reasons you know there's the term server list would put it to the side but now if I need one is this environment I don't want to think about it and we know hybrid is a reality but there's this big disconnect as to what kind of developer are you or you a DevOps person that came from an infrastructure background or are you just building apps today yeah yeah yeah we're definitely seeing that from our customers right so one thing that we hear all the time is developers don't want to just not think about infrastructure they actually want the managed service and the platform they're building on to think about the infrastructure and optimize it for them so it's not this program will infrastructure it it's cloud run programming the infrastructure for you so you don't have to do it and I think increasingly you're gonna see products like cloud run and anthos and cloud code let developers focus just on code because that's what they want to do right I don't ever seen a developer say I really want to write a Yama file or I want to set up more configuration parameters right so I think we're gonna get to the place where you have developers being able to focus on cold and all of the rest of this being taken care of by platforms like code and run and anthos automation becomes key I mean Jennifer Lynn's demo I thought was very game-changing because she made the comment developers can focus on their code and agility not access permissions and all the configuration management that goes on under the you guys gonna provide that in an automatic programmable way we're gonna believe he is and she kind of teased out service missions so service missions kind of point in the future which is app developers are gonna still need to be aware of maybe not aware of what cloud run how to manage those sirs as they come stand up and get pulled down dynamically yeah how do you view that because this has become a gonna become complex is that gonna be automated is that where cloud run comes in you expand on this whole impact of service meshes because that's the next level that's right that's right so if you think about key native it's built on kubernetes and it forms the kind of triad with sto as well right and what a product like cloud run does is it lets you not have to think about that because at the end of the day we don't want developers to have to think about K native what cloud run is it takes care of the K native portability and compatibility for you and all you do is focus on the code itself right so ultimately we want developers to focus on their applications but I will say this right we do care about another important constituent which is all of those folks who've already got an apps built out there can those workloads be serviced as well and that's part of the problem we're trying to solve it that's an operational thing all right so let's take a step back here so server list actually fanfare has been great we're seeing a lot of traction people are enamored by it because functions as a service has been very compelling whether it's retail managing you know that spiked loads and becomes we see some some use cases where it's like you know really an amazing thing where is it limiting what is the next level growth for server list where do you see you mention workloads and we see people deploying functions and being happy with it are there limitations with serverless how does it go to the next level can you take a minute to describe the current state of server lists and what's coming around the corner now so great question the first thing I'll say is that there's a ton of developers who come up to us every day and tell us cloud functions is awesome right and they really like functions as a service they like the event-driven approach to it they like the service full approach but several is provides love the programming model that's great but there's an another large contingent of developers who tell us look this is super constraining for what I want to do I don't get to choose the libraries I want you're forcing me into a particular programming model can you give me more flexibility and what they see every day is the flexibility that containers provide especially on kubernetes right and what we've tried to do with cloud run is try to bridge those worlds where you get all of the flexibility that you want right that you get with containers but then combine it with what what you really want with the operational model which is service right so you pay only for what you use and of course you get the agility of service as well now one thing that we've noticed heard some great stories about this is a customer of ours Veolia which is one of the early adopters of cloud run and they've been partnering with us we thank them for it they are running a complex workload you talked about retail what Veolia does is they're large French multinational they do energy water and environmental services these are things that need to be highly reliable very complex and these are workloads that have existed for ages right and what viola is doing is using cloud run to run that complex workload but in a service in a service full way running in a service fashion all right take a minute explain what's a complex workload for your definition what is a simple workload because guys again we love functions Stu and I always talk about how great it is but what's that what's the D mark line when when does something become complex by your standards where you guys are addressing they could think describe the characteristics of a complex workload so the first thing is does the workload require flexibility right meaning are their custom workloads sometimes even legacies C++ or C applications do they need to pull that functionality in as well right do they need to pull random artifacts from across the enterprise to combine it and sometimes these are things that have been built over 20 years ago they're really critical mission critical pieces of software that need to be able to trigger and run right and can we actually take that flexibility but also combine in with a highly reliable environment right so were close like New Orleans there is no downtime right they need to be up 24 by 7 for 365 days of the year right so that flexibility plus that level of reliability is what we look at when we look at complexes so you're getting into complex systems where you got some code may be written in a mainframe COBOL in C++ we mentioned that was my jamm what kind of old dating myself but that was state-of-the-art back in the 90s so I'm running an agile job maybe of standing up cloud native but I need a use software and data from a system that's where is that where the container piece comes that ku burning it on either kubernetes but cloud run also supports docker so let's say you're running it in a docker container all you need is a docker container image and we can host that workload on program yeah Polly help us understand where where Google kind of what what's the same one what's different compared to the other service offerings out there just what I've heard feedback the last year or two is you know the great thing about server list is it's really easy to get started I've talked to marketing people that have no coding background that you know can get off and running it but doing complex mission-critical stuff yeah like we understand you know there is no magic wand NIT no silver bullet to make it easy but you know what do you see as Google's role in in this broader marketplace and you know where does open-source fit into that too yeah yeah so first I'll start off by saying there's a whole host of functions that are running on cloud functions which are relatively lightweight simple targeted event-driven functions those work great where we see us really making a difference for our customers is in two ways the first is get these more complex workloads that are currently running in a container whether it's a docker container our and or on gke for that matter and bring the agility of service to those workloads so it's the first thing it's something that we think is very unique because combining containers with serverless the second bit really is the open approach we've taken right built on top of K native key native as you know has a number of partners so one of the cool demos that you'll see during during Google Cloud next is you'll see a workload being shifted from cloud run on gke to the IBM cloud IBM is one of our partners 4k native without a single line of code and that flexibility is something that I think customers really decided talk about the business pen and some of the benefits at the business level in a developer level at the operations level can you hit those three points yeah of serverless silikal server less on those three sectors what's the benefits yep so we talked about the benefits for developers for developers it's simply about agility focus on your own code don't worry about Gamal don't worry about ki native you don't have to worry about any of that we'll take care of it for you the second benefit that I'll talk about is again this is just a benefit for the CIO which is hey we're gonna give you the flexibility and the openness so you can have portability of your workloads across whatever and why are you environment you want whether it's on tram or in a cloud whether it's Google or another cloud that's the second benefit the third bit is all of the operational benefits of service one of the things you'll see us do and continue to commit to do is we'll bill you to the hundredth of a millisecond right and so you'll continue to get that with all of the resiliency you expect of Google infrastructure security also pretty much baked in as well security is big then there's a fully managed offering from Google and so you'll get security compliance policies all Big Data of course we watched the keynote and we watch every word from Koreans giving Diane green a little tip of the hat which was nice signal a lot of class a great respect for that but jennifer lynn said something i want to get your reaction to she was kind of talking about her thing doing a great demo he changing and when she said this would allow you to negotiate better contracts okay that might have been a slip of the tongue your reaction that that implied to me I took that and say whoa that means leverage shifts to the customer your thoughts and that kind of maybe a slip of the tongue but if you're saying that I couldn't have options and choice yes Janice pardon this is what customers want and at Google what we're focused on is giving customers what they want and one of the things that customers are worried about today is lock-in and especially in the server this area because the current offerings are so proprietary customers are worried about it because they want server lists for all the benefits offers that we talked about here but they do want that flexibility and that's what we negotiate actually we know Oracle is very strict on their cloud this is going to give customers the choice is the saying that's whoa you want a license renewal yeah that's what you're getting out here so Polly you talked about choice and flexibility you know kubernetes gives some of that concern with serverless is if I look at a sure if I look at AWS if I look at Kay native you know those three aren't the same I talked there there's a small start-up called trigger mesh that's getting Kay native to work with AWS lambda but do you see a future is there you know I've talked to the CMC F I've looked at some of the various pieces that you know serverless isn't just something that I'm baked into a cloud yeah look I think we've seen extraordinary momentum around Kay native it's very similar to what we had seen when in the early days of kubernetes this huge amount of ecosystem interest and so we'll see continued innovation where you'll see work load portability come to service and I'm confident in that because of all of the momentum we were seeing around Canada so we're committed at Google to K native and its success so you'll see us continue to innovate yeah talk about open source open source becomes a very strategic part you can Shin kubernetes which you guys were the that have the DNA the founding fathers of kubernetes now teams on the team went to vmware someone have Microsoft some stay within Google containers certainly we see what you guys have done when four against four J but open source still this fear of open source I mean I don't mean it in a way that it's going to be inhibited and primitive but support making sure s LA's work latency microservice is going to be involved you mentioned k- yeah so as open source accelerates the time then value for the code that also triggers this op side of the serviceability and reliability and support what's your thoughts on that how are you guys how do you see the industry supporting that that critical piece of the puzzle yeah could not be more critical right for customers to be able to adopt this because the number one thing that we need to do for customers is give them a managed offering that lets them not have to worry about security lets them not have to worry about compliance lets them not have to worry about policies or identity etc right bake all of that into the managed service and then the second operational bit is which is as important this goes to what Thomas talked about at the very end of his keynote which is the open source announcement is we want to make it simple for customers to adopt it will be supported by Google and the partner you'll get unified billing unified support and one person to call when you have a problem yeah Polly we're at an interesting point in open source today because they're they want to get your opinion as a product person and your relationship with open source because you know there's a certain cloud out there it's they're gonna give you open source as a managed service but you have some of the companies that are making like open source databases changing their policies to try to fight against just being you know taken over by somehow the big players how does Google react to that yeah for us the approach is all about partnership because we think together we can better serve customers needs and best serve them and so our approach has always been about partnership so whether it's kubernetes or key native or the larger manage store manager open source offerings that we talked about earlier in the keynote we want to bring all of these together so we can serve customers so you're gonna see us continue to like support the open source equals because we believe that innovation is absolutely critical to helping our customers really start innovated in be agile final question I know we're tight on time I want to get this in because you know I see a lot of positive I've come out of the show there's been some critical analysis around you've got to build up salespeople and all the field stuff which is you guys are well aware of but one of the things that was kind of teased out in the open source announcement was the role of Google having their own ecosystem Asli the C & C has been a big tailwind for Google you guys been a big part of that ecosystem as a cloud commercial provider and with these kinds of server list you're going to have an ecosystem starting to develop kind of a thousand flowers blooming pun intended so how do you see that in your area because this is going to be super important partnering ecosystem support yeah which is you know developer traction distribution of software integration opportunities that's why in monetization all kind of come together your thoughts huge hugely critical for us and that's something that we've been focused on we have a rich ecosystem of partners for service we're gonna continue to build it out across all of the different pieces you need one of the things we didn't talk much about was our entire operational stack monitoring logging all of those pieces right we need to bring all of those together along with all of our partners we have a big partnership with the likes of data dog right number of others so we're gonna continue to partner with the entire ecosystem so we can go solve the problems that they have are you guys gonna show them the white space where they can play is gonna be part of the strategy yeah so it's gonna be across the board you'll see us continue to support the key native ecosystem tremendously and like lean into that and we're already excited to see all the different offerings that are exist on key native same thing with kubernetes we're gonna continue to like press hard we've got on the operational side we've got an offering called open census it's got lots of traction again just open monitoring of applications so we're gonna continue to do that across the board yeah probably great to have you on vice president of product and design got the keys to the kingdom right here he's the who's running the show for the server list really the key part of how kubernetes really intersects old and new to create the next generation applications thanks for joining us and sharing the insight I'm Jeff forest do many men here live coverage Google next more coverage after this short break

(intense orchestral music) >> Hello and welcome to this special VMworld preview, I'm John Furrier, co-host of theCUBE, here in the Silicon Valley, Palo Alto offices for theCUBE. I'm here with Peter Burris, head of research at SiliconANGLE media and Wikibon team. We're hear kickin' off, what we're going to talk about at VMworld, what we expect to see at the event in Las Vegas; and what are some of the highlights from the news, what's going to be discussed. Peter, great to see you. >> Great to be here John. >> I know you've been workin' hard, we're going to talk about this new true private cloud report that you put out, very comprehensive, a lot to go through, so, we're going to digest that, we're going to unpack that. But first, we're going to have theCUBE there for you know three days. >> Two sets right? >> Two sets. So, second year in a row we have two sets at VMworld. 72 thought leaders and interviews in the middle of the hang space, if you're going to to to VMworld, go to the hang space and look for us, come say hello there's some little cough areas to hang out. Come visit us, say hello, check in if you're an influencer, we're going to come preview some new technology we're going to show there, so, don't forget to ask about that, take a look at the video or the variety of tools we have with theCUBE Digital Tooling and Video Services. But, most notably, there's going to be a lot of headline news, Andy Jassy's going to be giving a keynote, we've got that confirmed on Twitter; and a lot of discussion around the future of the data center, future of IT, certainly of how cloud and on-premises are going to intersect. This is has been a groundbreaking report from Wikibon for the third year of the true private cloud report. So let's unpack that, because I think this is a notable backdrop to VMworld is that as everyone's been saying hybrid cloud, now multi cloud, essentially the same thing. The cloud is a great resource, on-premises (laughs) is not going away. It used to be aspirational to have this notion of having cloud operations. Your report is now definitively saying it's no longer aspirational, it's actually happening. So take a minute to explain the report in it's third year some of the key findings. >> Well the, we might want to, we want to step back a little bit and say what's goin' on with VMware? Because VMware's progress and both what it's enabling, and what constraints it still faces, are going to have a lot to do with what happens in the report. But speaking about the report specifically, True private cloud was a concept that David Floyer, Stu Miniman, kind of devised a number of years ago, and the simple observation is that ultimately a lot of hardware vendors, a lot of system vendors, were just taking the word cloud and slapping it on their hardware and saying oh here's our replacement strategy, does it have anything to do with cloud? Well, kind of, yeah, but not really. And their observation was increasingly, customers are going to want that cloud experience and the basic notion of true private cloud, and what all of our research shows, is that inevitably what's going to happen is the customer's not going to move their data to the public cloud en mass; there's going to be certainly some important elements that are going to there, it's no question about that, but then increasingly they're going to try to bring cloud, the cloud operating model, the cloud experience, down to where the data resides; and that's going to be at the edge, and that's going to be at what others call the core, on-premises. And near premises, so, you know side-by-side with public cloud players in in a number of different hosting companies. So the very concept is the requirements or the attributes of the data are going to dictate where the workloads operate, and increasingly those, that's going to demand an on-premises capability that still satisfies the basic notions of cloud. >> Great, that's a great backdrop. Now let's talk about VMware, and let's, I have something that I want to talk about the direct cloud report, we'll get into that. VMware had two or three years ago, Pat Gelsinger was under the gun, you know with the pressure of the Dell merger looming, what the future is going to be in there. Since then the performance of VMware has been spectacular financially, he's really proud of that. Some new products pivoting, I want to get what you're hearing first, but what I'm hearing is and I want to give you something, give you a chance to respond, I want to get your reaction. VMware has seen some acceleration over the years around vSphere, around kind of good, stable, that haven't lost anything with vSphere, so, one of their core products, virtualization storage; but their large accounts are stable in the Fortune 500, losing some business maybe in the lower accounts, but as the AWS, Azures, and Google Cloud, cloud native players are growing, the emerging products are front and center for VMware. vSAN, NSX, obviously the driver which we'll want to double click on, and the vCHS, the VMware vCloud Hybrid Service. These are, specifically the vSAN getting momentum, and these emerging products, how important is that for VMware? Obviously their stability is IT footprint. But why is the cloud driving some of these new emerging behaviors? >> Look, every company wish they had the install base that VMware has, and that install base is predicated on VDI, or Video Desktop Integration, Virtual Desktop Integration. It's vSAN, which is the use of VMware as a basis for virtualizing storage, and obviously all the stuff that's associated with virtualizing hardware. You know, John, it's interesting, if you think about what made the cloud possible, certainly AWS took on the heavy duty the heavy lifting associated with actually creating a business, and it's obviously you know very successful, but it all started with the idea of virtualization, and the notion that you could in fact bring virtualization in on top of hardware sources and generate a lot of not only cost avoidance, but also increasing flexibilities; you can get better utilization but also increase your flexibility, and that's one of the things that made the cloud possible. And so if we think about the VMware install base, that's where it all starts. It's the ability to get greater utilization and greater flexibility on-premise, and now it's moving into the cloud. So we got three basic questions for for VMware that we're looking at. One, there's been a lot of chatter about the relationship between Dell EMC and VMware, and what does that mean? You know Dell EMC is carrying a pretty significant debt load these days, and, there is visibility in where it's going to go, but VMware, as a brand is worth an enormous amount of money. So how does Dell EMC better you know increasingly attach itself to VMware is an interesting question, and what does that mean for the ecosystem? >> Having perverse incentives possibly versus-- >> Possibly, possibly, but we want to get that, there has to be a constant promise from VMware that they're going to take care of the ecosystem first with Dell EMC as a big participant in that. So that's the first thing, especially these days with all the financial chatter. Second thing is, this AWS agreement is really really important, and a lot of people are questioning is it a one way street? Do you just, you know, sure we have virtualization in cloud, we got virtualization here, does it make it easy to bring stuff up to VMware? What happens once it, or up to AWS, what happens once workloads get up there? Is AWS going to try to you know facilitate a migration? That's still a very very challenging technical problem, but we'll see a lot more, Andy Jassy has the keynote as you said, about how that partnership is working and where it's actually going. Because there will be a requirement also to be able to take workloads out of AWS, and out of public clouds, and bring 'em down on-premise. >> Hence the two-way street that you're looking for. >> Got to be a two-way street. A simple example, we're going to see increasing, in the AI world, we're going to see more modeling occurring in cloud, more training occurring in cloud, and more inferencing learning out on the edge and the core. Well, we want to see, you know VMware certainly wants to see more of those workloads being virtualized. And that leads to the third question what's the VMware story with IOT, with the edge? That is very very unclear at this point in time, and there's a lot of work that's going to have to be required to put into. And so I think that those are the three things that we're really focusing on, and how does VMware answer those questions can have a lot to do with future architectures, future business models, and future partnerships. >> And it's important, I think the edge one is clearly obvious that the don't have much announced, but that have to put a stake in the ground at some point. >> Absolutely. And you know, the reality is, the edge has real-time, often is associated with real-time, high performance, every throughput, very lightweight execution. >> Uses the cloud, uses the data center. >> Uses the cloud, uses the cloud, uses you know servos computing is an example, containers, those things all don't require a virtualized machine. >> I want to get your reactions on something, I sent an email out to a bunch of buyers, of friends in the network of theCUBE alumni and our networks and I asked them a question, I said: what do you think about VMware's prospects going forward as a buyer of technology, as you're transforming your organization from the obvious on-premise operating model to hybrid? Which they're all doing pretty much, and are agreeing to it. So the aspirational aspect was confirmed, to your point. So they responded, (laughs) and they said look it, VMware remains largely flat across server, infrastructure, storage, and virtualization buying. >> In terms of growth? >> No, what they're buying and growth, growth, no they're not really paying much attention to that, they're saying it's pretty flat, we're not going anywhere it's not going down, it's not going up per se, in the core segments. They said the main thing is going to be the emerging technology so vSAN, NSX, and vCHS. Then I asked 'em I said: What do you like about VMware, what do you think they're strong in? They said: well, we like the fact that they got, that they have technology, okay, and if they can keep the technology lead we're interested, so that's a question also, I'll get that in a second, the relationships that they've had with VMware, the supplier relationships, rinse reset a feature of products, and then compatibility with their existing IT footprint. I then asked 'em what're you worried about? (laughs) And they said: well, if there's a discussion about replacing VMware, it's around price cost and technology lag. Your reaction to those two points? >> First point is, again, there's no question that VMware has a great install base of customers that are thinking about what it's going to mean, and I think the most important observation is that, and we'll learn more about how many enterprises really are starting to move their virtual machines up to AWS, for example, more than VMware next week. But I also think that it provides cover for you know a CIO or VP of infrastructure to say yeah I'm going to continue to invest here, and I'm going to, you know, have the option of moving to something else. And there will be a lot more options for what you do with a VMware virtual machine in the future. Regarding the question of whether it's flat or not, I think one of the reasons why that perception is there, is because the hardware business overall has been flat, and VMware is a derivative of play in the hardware business, so, at least until recently. In many respects now it's dragging some of it forward because VMware allows you to put off additional hardware purchases. So we'll see where that cycle ends up, we might be at the nadir of that cycle, but I certainly think that we're seeing-- >> It's mature for sure, I mean. >> It's mature. But it used to be that you'd buy new hardware and then you'd put VMware on top of it to virtualize it, so you could get more productivity out of it. But as hardware's slowed down, why would you buy more VMware? But I think what's happening now is people are thinking first in terms of buying VMware, and what workloads you need to put on there, how they want to set those workloads up, and then looking for hardware to do that, and increasingly looking through the cloud. The third thing I'd say is that look, the VMware cloud foundation, and NSX, are two incredibly important technologies. For example-- >> Well hold on before you go there, 'cause I want to drill down on this because, one of the things that I mentioned in there which is a key word is existing IT footprint; this is a reality, some call it legacy. Having an IT footprint with VMware is not going to get you in trouble because of the path of the cloud, 'cause you've got cloud native, things like Kubernetes down the road, but that footprint's the base foundation. So as NSX comes in, (laughs) and the cloud foundation, interesting new lever. How does those enabling components fit for the enterprise who's sittin' there sayin' I got an existing IT footprint, I got all these clouds on the horizon, why NSX, why is the vCloud foundation important? >> Yeah, so let's start with VCF, VCF provides, or is a, takes you maybe 75, 80% of the way there to that cloud experience on-premises; a VMware based cloud experience on-premises. So, it's a really nice bundling of technology, that provides a relatively simple way of deploying, configuring, maintaining, and ultimately retiring workloads. So, it's a nice package for a lot of enterprises that have that VMware experience. That's a different story from NSX, so, on the cloud foundation standpoint, if you need to demonstrate to your board and to your CXO, and to your line of business people, that you are not just have an option to go to the cloud, but you're actually bringing that experience more to the business, a lot of customers are kickin' the tires on VCF, and it's a good thing to do. NSX is a little bit different. NSX, if we think about the long term, there has always been a need to flatten networks in the enterprise. Having that network, and that network, and that network, and trying to inter-network them together through bridging and gateways, is extremely problematic, even at the network level. It requires-- >> In terms of sprawl and complexity, or both? >> In terms of complexity, in terms of the amount of processing, I mean the cost of doing address translation and takin' packets and re-formatting them for different workloads in the network; very, very difficult to do. Now, you add programmability atop of that, 'cause at the end of the day, cloud is effectively a network program model. Very, you know, hey, you got a big problem on your hands. Somebody at some point in time is going to make, is going to build a $50 billion company around the idea of inter-networking clouds. I don't know who it is. >> Cisco wants to do it. >> Cisco would like to do it, but Cisco, quite frankly, probablyyyy, you know they could have started this process five or six years ago, and they didn't get out there. VMware took some steps to do that. NSX is a pretty good candidate right now, if we're thinking about how we build inter-networked multi cloud environments. >> So, you used the example before you came on camera, that you have this segment that in the old world of network stacks SNA, DECnet, variety whether stacks had proprietary things and bridges happened, to your point, to your explanation. And then TCP/IP came up and flattened it, TCP/IP. >> Yeah, just flattened it all out, made 'em all go away. >> So clouds aren't networks, but they're cloud environments, same concept, but flattening 'em out. >> Well, they are networks, at the end of the day they really are networks. >> They're a network of machines. >> Yeah, they're a network of services, they're a network of machines. >> So, explain the flattening piece, is it, are we still in the early stages of that, are you seeing visibility? >> Very much so. >> What are some data points around this? >> So the, and you said earlier, that the multi cloud, hybrid cloud are really the same, well today they are. We might envision a day when they're not, here's why. Hybrid cloud is I got this cloud, I got that cloud, it's more of a where is the data located, how am I going to run those environments together. Multi cloud is I got multiple clouds that I have to inter-network, and I have to bring together. I want to run a job in one of the Oracle application clouds, that also touches some of the machine learning that you get out of Google Cloud, and increase and include some of the retail capabilities you get out of AWS. That is a very very realistic scenario, it's going to happen, people are doing that kind of stuff right now. >> And that's the preferred outcome people are looking for? >> That's the preferred outcome that people are lookin' for. Well, each of those different environments are going to have an economic incentive to say yeah, that's great do that, but bring more of the workload into my cloud, 'cause I'm going to create interfaces that are a little bit better at working together than you know you can get from the inter-networking side. Well, they'll still have to stay open, but you know some of those environments are going to be better at that than others; but at the end of the day you want no penalty whatsoever, other than latency and where the data's located from amongst these different services. And so eventually what we're going to want to do is we're going to see the inter-networking itself flatten, where're the jobs, how the jobs are set up: flattened. Make it easier to move data, and jobs or workloads out of one cloud and be able to put it in another, because of any number of different reasons. And so, that's-- >> Yeah, competitive advantage, different economics, different product features >> Regulatory regimes change, you know what happens if if in Germany they decide to do something else from other than GDPR, what's it going to mean? >> So is NSX going to be that connector, you kind of think? >> NSX-- >> Has the opportunity. >> Has the potential to be that kind of connector. So an enterprise that's looking at how they can increase their set of options, their flexibility, their ability to bring networking closer to workload. NSX is as good of, that I know about, that we know about, as good an option out there as any. >> I want to ask you before we move onto the true private cloud versus private cloud and that whole report you did to private cloud in the third year. We're seeing a trend around the operating side, the personas are developing Google Cloud Next conference, the notion of an SRE, you know sight reliability engineer. Public cloud has always been known as developer friendly, very developer oriented, cloud native, all the developers love containers, Kubernetes, Istio, and a lot of cool services are coming out. But now with VMware, they kind of own the IT footprint from an operating model, operating the networks. The bridging of those two worlds are kind of coming together, right now we don't see a lot of cross over yet between pure cloud native developers in VMware ecosystem. Your thought on that connection to those personas, how it relates to how the ecosystem's rolling out, your thoughts? >> Yeah, you know John, I think that's going to be the big challenge for the next couple of years, literally, in the next couple of years. That ultimately, developers love the public cloud because they can avoid operations of people. Increasingly the public cloud players are going to have to provide platforms. And you know everybody talks about I, you know infrastructure as a service versus pass as a service, or platform as a service. But when, in Amazon, Google, Azure, Oracle, IBM Software, all of these guys are going to have to add capabilities that are that much more intriguing and interesting to developers. Bringing the enterprise developer into this ecosystem is the next big round of competition, 'cause those people aren't going to go away, they're too important to the future of business. And, to the degree that VMware can provide, and I think this is the best that they can do, a neutral platform for those guys as opposed to starting to introduce you know machine learning services on VMware or or, you know, anything beyond some of the platform stuff that Dell EMC has Pivotal, and what not, on VMware. Yeah, we can expect to see greater integration for that, but I think ultimately what VMware needs to be is a phenomenal target for stuff that's written over here, that needs to run over there, and have it run on VMware, I think that's ultimately what's going to happen. >> Alright Peter, great stuff, now let's talk about the true private cloud report, 'cause I think VMworld is always a beacon, always a bellwether for what's going on in IT, with respect to on-premises private cloud, or true private cloud, or hybrid cloud, IBM as well, and some others, they're always a leader in engineering. Before we get into the report, first describe the difference between what true private cloud is and what people have called private cloud. Because the term private cloud's been kicked around, going back I think 2012 I first heard-- >> Oh, private cloud, I first heard the term private cloud in probably 2005, 2006. >> But you guys have nailed this definition called true private cloud. What does it mean, what's the difference? >> So, the idea is, the cloud experience wherever the data requires it, and increasingly data is going to require it at the edge, in the core, in the data center, you know, local to the business; because of latency issues, because of cost of bandwidth issues, because of regulatory issues, because of IP control issues, any number of other issues, there's going to be an increasing distribution of data; workloads are going to follow that distribution of data, and the systems have to be there to run it. But we want to have a common vision of how those workloads are operated, and a common model for how we pay to run those workloads. So when you think about true private cloud, it's basically, we want the cloud experience, which includes, you know simplicity, the one throat to choke, the regular and non-invasive upgrades and enhancements to software; we want to add to it, kind of the management interfaces that we're associating with the cloud, but also the pay as you go, and the flexibility to scale up and the greater plasticity to be able to add services. We want all of that, but in a footprint on premise. >> And that's for true private cloud? >> And that's what we mean by true private cloud. Now if you go back a few years, companies would you know, you'd get a hardware company that'd say oh look, cloud is Linux plus some manned control interfaces, no problem, we can put that directly into our operating system or have a management interface on our platform, now we can go on cloud. >> And put it in your data center. >> And put it in your data center. But you still paid for everything up front, you have to deal with software patches and upgrades, because it's software that's installed. >> So it's an operating model, how you're consuming technology, how you're buying it. >> Operating model, how you consume the technology, and the flexibility, and the future of the modern application approach, which is services oriented, and networks and data. >> And so one of the findings obviously, you're pretty strong on this sayin' this is no long aspirational, it's realistic. What does the report show, what're the numbers, how did you break down the report? >> Sure. >> What are the categories, and what are some of the data? >> So the aspirational notion was that we kept talking about true private cloud, but, the hardware vendors were slow to actually deliver on it, especially on that service oriented approach as opposed to a product oriented approach. By that I mean product approach is, you buy it all upfront, and it's caviat after I'm a consumer, service oriented approach is you know we have enough belief in what we're selling that you're only paying for the services you consume, which is what AWS and Azure and others do. So we're seeing that actually happen. That's number one. You take a loot at what HPE's with a technology called GreenLake. IBM is advancing it's cause with software. Dell EMC is doing some interesting things with both VMware but also some related types of technologies. All of that is happening right now, so the server companies, or traditional server companies, are introducing true and honest to goodness capabilities that mimic the cloud, so that's happening. The second thing that's happening is you know the AWSs the Google Clouds, and the big hyper scalers, are also starting to introduce technology that allows at least elements of their platform to run on-premise. The big holdover was AWS, but now, through snowballs, through their their kind of ranked box, data box, you can now put a fair amount of processing on there, and a fair amount of AWS stuff, and you can actually run workloads down on this box. So it extends the AWS platform out to locations in a very novel way. So we're seeing on the one hand the server companies truly will introduce technology and services that actually do a better job of mimicking the cloud. We're seeing the cloud players come up with technologies that allow them to extend their footprint, their cloud presence, down to where data needs to reside, and that's where everybody's goin' right now, everybody's goin for that spot in the marketplace. >> So, you have categories here, on-premise-- >> We have on-premise, which is kind of the traditional true private cloud, and the leaders from a hardware packaging standpoint are Dell EMC, HPE are two of the big leaders. Then we have-- >> Cisco's right behind them. >> Cisco's right behind 'em. We've got what we call the near-premise, or the host of true private cloud, and this is where you have AWS right next to your private cloud box so that they can communicate really fast, or it's hosted. IBM is very big here, but there is a number of other players-- >> IBM's got a sizable lead, it's 12% by your numbers, and Rackspace coming second and four-- >> Rackspace is good. And then you've got some very interesting and very important smaller players, like Expedient for example. And then-- >> So there's two main categories, there's hosted, >> Correct. >> And then on-premise. >> On-premise. >> And then there's another category >> So near premise, and on-premise. >> Near premise and on-premise or hosted. >> And there's the ecosystem side, there's a software that's actually utilized to do this, this is where VMware excels in. >> Explain what the ecosystem, so you called true private cloud ecosystem pull through shares, what is that? >> So, we have, so, VMware as we've been talking about, is one of those technologies that allows one to devise a true private cloud platform. Increasingly that's what they're doing, with some of the technologies that we're talking about. And so ultimately they are putting the software out to customers and customers are defaulting to that software, as their approach to building that true private cloud, and then pulling hardware through as a second decision. So the first decision is I'm going to build my cloud, my private cloud, my true private cloud with VMware, and I'll find hardware that doesn't get in the way. >> So it's leaders who are pulling hardware sales. >> It's the software leaders that are putting the software for building true private clouds out there, and then through partnerships dragging hardware in. >> And so there, they're there and everyone wants to talk to them. So that's VMware (laughs) 24% >> That's VMware, Nutanix is moving along. >> HPE, Microsoft, IBM. >> HPE's in there. >> Interesting, that's awesome. And any other findings that you've found, in terms of growth? Number sizes I think this year you had 21 billion roughly 2017. >> Yeah, it's just over 20, it's 20.3 billion, it's going to go to, you know over 260 billion in 10 years, it's going to be bigger than the infrastructure as a service marketplace, it is the true private cloud segment, the on-premise segment for the first time exceeded the size of the near premise segment as the software matures, as you figure out how to make these business models go. But this is going to be, you know Diane Greene said something very very interesting at Google Next. And she said look, nobody really understands how this business is going to work in 10 years, and she's right. Some companies clearly have a better understanding than others. >> So do you think your numbers are short or over? >> I think-- >> But that implies you know. (laughs) >> Well no, I don't know if it's short or over, but let me give you an example. That our numbers presume a relatively constant approach in thinking about how we price and how we generate exchange for this stuff. But how fast the cloud operating model, that pay as you go moves into the true private space, is going to have an enormous implication on what those revenues look like. The degree to which companies demand a three year commitment like Salesforce is starting to do with SaaS. It's going to have an enormous implication on how those revenues actually get realized. >> Well, we've debated this, you and I have debated this before with Dave as well, Dave this it's a trillion, Dave Vellante, so, you know I think you're sure, I think you took a conservative approach, and you know just my personal observation. >> Well we think the overall cloud market's going to be, if we add SaaS in there, it's going to be 260 to 300, probably a total of 700 billion, something like that, and so it's pretty sizable. So we're just talking about that on-premise true private cloud. >> Yeah, the true private cloud you know, $250 billion by 2027. Okay, so I got to ask you a question, since, I like that Diane Greene quote by the way, just kidding you about the forecast numbers, but, I think she's right. So I got to ask you, what is your observation around what this report says vis-a-vis the buyer market out there who are squinting through the fud, and, all these rankings around who's got the most market share. We hear, you know there was a post on Forbes from my friend Bob Evans that said: oh, Microsoft's number one in cloud! So, how you define cloud is a function of how you define cloud. Someone defines it by bundling an office and apps and, eventually, the level of granularity is going to have to be at least segmented a bit. How do you view how customers should keep a score card for market share, leadership, and besides customers, and number of services, I mean is there an approach that anything coming out of this data you would see and saying maybe the market might want to be sized this way, maybe we should be thinking about not so much market share numbers on some graph on some analyst firm. Is there any thoughts on that? Because it's a big thing, and true private cloud's just one sector. >> Yeah, yeah. >> You've got SaaS, and you've got PaaS, and you've got-- >> So I think John, there've been at least, you know we could probably say there're more, but just making it up off the top of my head, there have been at least three eras that users focused on. Era number one is the hardware as the asset, how do we get the most out of our hardware. That dominated probably until the late '80s or so. And then it became the application as the asset, and then we bought into the application, and we bought hardware and all the other stuff underneath that application, and that was pretty much the 2000's, up until maybe 2010. And now we're thinking of data as the asset, and what does that mean? What it means is that ultimately, I think that the way that, we think that the way that architecture is going to be thought of, is not on application architecture, but around data architecture; I don't mean data architecture like a DBA, I mean what is your brand promise, what, what activities do you have to deliver that brand promise, what data and services do you need to perform those activities. Get that data in as close as you possibly can to those activities, wherever they have to be performed, so that you can perform them predictably, reliably, at the lowest cost, and in the greatest, shortest period of time. So I would start with the idea, you know what I'm going to focus on where my data's going to be located to run my business, that's where I would focus. The second thing, as I think when we think about market shares, and we think about a lot of these other questions, it's okay which, this is a transformative period of time, which of these companies is going to be most likely to deliver a product now, but also create better options for how I do stuff in the future; and we like to talk to our clients about the idea of buy the stuff that provides the best portfolio of options on future data value. And so, data today, and helping think about architecture, work with companies that are demonstrating that they're going to be able to create the options that you need in the future, 'cause this is going to change a lot over the next five, six, eight years. And so, you want to work with companies that are demonstrating that they're able to create new technology, through IP, through things like opensource, >> Okay so the question is-- >> Are sharing it appropriately too. >> So, who's number one? Again, I don't think this is going to be one score, I think it's going to be level of services, how many services you're using. There was one angle I wanted to do, but I can't, I'm still having a hard time. But I guess I'll ask ya, to put ya on the spot. If I'm a customer, Peter, who's the number one in cloud, gimme the top three players. >> AWS, Azure, Google. >> Okay, (claps once) there ya go. (laughs) The top three clouds. Well we're going to keep an eye on it-- >> Let's go to four though, so AWS, Azure, Google, and then again, from that true private cloud-- >> IBM. >> Because that's a, no, no, it's got to be Vmware; because that's, that's where the pull through is right now, right. But when you think about it, the big question is is AWS and Google Cloud going to come down to the edge, and down to the true private cloud as fast as some of these other cloud players are going to go up to the bigger cloud? If I were to pick the one that's most likely to win, it's located somewhere near ribbon. So Microsoft or... In Seattle area AWS. Again, again, it's so early, I think if people, going to have to figure out what to do, that's going to determine the winners and losers. Certainly a true private cloud report, great report. Check out the true private cloud report from Wikibon.com, go to wikibon.com and check it out, preview for VMworld. I'm John Furrier with Peter Burris, a lot of exciting news, two large sets, 72 interviews, three days, come visit theCUBE team, we got to full team down there, we're going to have a lot of our team down there lookin' to talk to you. Join our community, join our network, we're going to have a lot of fun, and also learn a lot at VMworld, talk to some really smart people. Thanks for watching. (intense orchestral music)

live from San Francisco it's the cube covering Google cloud next 2018 brought to you by Google cloud and its ecosystem partners ok welcome back everyone we're live here in San Francisco this is the cubes exclusive coverage of Google clouds event next 18 Google next 18 s the hashtag we got two great guests talking about services kubernetes sto and the future of cloud aparna scene how's the group product manager of kubernetes and we have hen goldberg director of engineering of google cloud - amazing cube alumni x' really awesome guests here to break down why kubernetes why is Google cloud really doubling down on that is do a variety of other great multi cloud and on-premise activities guys welcome to the queue great to see you guys again thank you always a pleasure and again you know we love kubernetes the CN CF and we've talked many times about you know we were riffing and you know Luke who Chuck it was on Francisco who loves sto we thought service meshes are amazing you guys had a great open source presence with cube flow and a variety of other great things the open source contribution is recognized by Diane green and the whole industry as number one congratulations why is this deal so important we're seeing the big news at least for me this kind of nuances one datos available you get general availability we're supposed to be kind of after kubernetes made it but now sto is now happening faster why so what we've seen in the industry is that it only becomes too easy to create micro services or services overall but we still want to move fast so with the industry today how can you make sure that you have the right security policies how do you manage those services at scale and what if tio does really in one sense is to expand it it's decoupled the service development from the service operations so developers are free they don't need to take care of monitoring audit logging network traffic for example but instead the operation team has really sophisticated tool to manage all of that on behalf of the developers in a consistent way you know Penn and I did a session yesterday a spotlight session and it covered cloud services platform including ISTE oh we had a guest from eBay and eBay has been with Google kubernetes engine for a long time and they're also a contributor to the kubernetes open source project they talked about how they have hundreds of micro services and they're written in different languages so they're using gold Python Ruby everything under the Sun and as an operator how do you figure out how the services are communicating with each other how do you know which ones are healthy so they I asked him you know so how did you solve that complexity problem and he said boom you assist EO and I deployed this deal it deploys as just kind of like a sidecar proxy and it's auto injected so none of your developers have to do anything and then it's available in every service and it gives you so much out of the box it gives you traffic management it gives you security it gives you observability it gives you the ability to set quotas and to have SL o--'s and and that's really you know something that operators haven't had before describe SL lows for a second what is why is that important objectives so you can see an example so you can have an availability objective that this service should always always be available you know 99.9 percent of the time that's an SLO or you know the response rate needs to be have a certain type of latency so you can have a latency SLO but the key here with this deal is that as an operator previously Jeff was working Jeff from eBay he was working at the at the VM or container or network port level now he's working at the service level so he understands intelligence about the parts of the application that weren't there before and that has two things it makes him powerful right and more intelligent and secondly the developer doesn't need to worry about those things and I think one of the things for network guys out there is that it's like policy breeze policy to the equation now I want to ask course on the auto injections what's the role of the how much coding is involved in doing this zero coding how much how much developer times involved in injecting the sidecar proxies zero from a developer perspective that's not something that you need to worry about you you can focus on you know the chatbot your writing or the webpage your writing or whatever logic you're developing that's critical for your business that's gonna make you more competitive that's why you were hired as a developer right so you don't have to worry about the auto injection of sto and what we announced was really managed it's d1 gke so that's something that Google will manage for you in the future oh go ahead I want less thing about sto I think it also represented changing the transformation because before we were all about kubernetes and containers but definitely when we see the adoption the complexity is much broader so in DCP were actually introducing new solutions that are appropriate for that so easier for example works on both container eyes applications and VM based applications cloud build that we announced right it also works across applications of all types doesn't have to be only containers we introduced some tools for multi cluster management because we know all customers have multi cluster the large ones so really thinking about it how is in a holistic way we are solving those problems we've seen Google evolve its position in the enterprise clearly when we John and I first started talking to Google about cloud is like everything's going to cloud now we're seeing a lot of recognition of some of the challenges that enterprises face we heard a lot of announcements today that are resonating or going to resonate with the enterprise can you talk about the cloud services platform is that essentially your hybrid strategy is it encompass that maybe you could talk about that little bit closer services platform is a big part of our hybrid cloud strategy I mean for as a Google platform we also have networking and compute and we bridge private and public and that's a foundation but cloud services platform it comes from our heritage with open source it comes from our engagement with many large enterprises banks healthcare institutions retailers do so many of them here you know we had HSBC speaking we had target speaking we know that there are large portions of enterprise IT that are going to remain on premise that have to remain on premise because you know they're in a branch office or they have some sort of regulatory compliance or you know that's just where their developers are and they want to have a local environment so so we're very very sensitive and and knowledgeable about that and that's why we introduced cloud services platform as Google's technology in your environment on Prem so you can modernize where you are at your own pace so some of the things we heard today in the keynote we heard support for Oracle RAC and Exadata and sa P that's obviously traditional enterprises partnership with NetApp cloud armor shielded VMs these are all you know traditional enterprise things what enterprise grade features should we be looking for from cloud services platform so the first one which I actually love the most is the G key policy management one of the things we've heard from our customers they say okay portability is great consistency great but we want security portability right they now have those all of those environment how can they ensure that they're combined with the gtp are in all of their environments how they manage tenants in all of their environments in the same way and G key policy measurement is exactly that okay we're allowing customers to apply the same policy while not locking them in okay we're fully compatible with the kubernetes approach and the primitives of our bug enrolls but it is also aligned with G CPI M so you can actually manage it once and apply it to all your environment including clusters kubernetes cluster everywhere you have so I expect we'll have more and more effort in this area I'm making sure that everything is secured and consistent auto-scaling is that enterprise greed auto-scaling yes yes I mean auto-scaling is a inherent part of kubernetes so kubernetes scales your pods automatically that's a very mature I mean it's been stable for more than a year or probably two years and it's used everywhere so auto skip on auto scaling is something that's used and everywhere the thing about gke is that we also do cluster auto scaling cluster auto scaling is actually harder and we not only do it for CPU as we do it for GPUs which is innovative you know so we can scale an auto scale and auto implements Auto provision your GPUs if you machine learning we're gonna bring that on-prem - it's not in the first version but that's something that with the approach that we've taken to GK on Prem we're gonna be adding those kinds of capabilities that gonna be the go on parameters it's just an extension just got to get the job done or what time frame we look API that we've built it's a downward API that works with some sort of hardware clustering technology right now it's working with vSphere right and so it basically if you're under an underlying technology has that capability we will auto scale the cluster in the future you know I got to say you guys are like the dynamic duo of kubernetes seen you in the shows you had Linux Foundation events talk about the relationship between you guys you have an engineering your product management how were you guys organizer you're moving fast I mean just the progress since we've been interviewing you to CN CF segoe all just been significant since we started talking on the cube you see in kubernetes obviously you guys have some inside knowledge of that but it's really moving fast how is the team organized what's the magic internal formula that you guys are engineering and you guys are working as a team I've seen you guys opens is it just open stores is the internal talk about some of the dynamics we're working as one team one thing I love mostly about the Google culture is about doing the right thing for the user like the announcements you've seen yesterday on the on the keynote there are many many teams and I've been working together you know to get that done but you cannot see that right you don't see that there are so many different teams and different product managers and different engineering managers all working together but well I I think where we are right now I know is that really Google is backing up kubernetes and you can see it everywhere right you can see with ours our announcement about key native yeah for example so the idea of portability the idea of no lock-in is really important for us the idea of open cloud freedom of choice so because we're all aligned to that direction and we all agree about the principles is actually super easy to the she's very modest you know this type of thing doesn't just happen by itself right I mean of course google has a wonderful culture and we have a great team but I you know I really enjoy working with hen and she is an amazing leader she is the leader of the engineering team she also brings together these other teams you know every large company has many teams and the announcement at the scale that we made it and the vision that you see the cohesiveness of it right it comes from collaboration it comes from thinking as a team and you know the management and leadership depend has brought to the kubernetes project and to kubernetes and gke and cloud services platform is phenomenal it's an inspiration I really enjoy the progress congratulate and it's been great progress so I hear a lot of customers talk about things like hey you know they evaluate vendors you know those guys have done the work and it's kind of a categorical way of saying it's complete they're working hard they're doing the right things as you guys continue this mission what's some of the work that you're continuing to what's the work that you guys are doing the work we see some of that evidence if it does ascribe to someone says hey have you done the work to earn the cred in the crowd cloud what would it be how would you describe the work that you've done and the work that you're doing and continue to do what does that work what would you say that I mean I hope that we have done the work to you know to earn the credit I think we're very very conscientious you know in the kubernetes open source project I can say we have 300 plus contributors we are working not just on the future functionality but we work on the testing and the we work on the QA we work on all the documentation stuff we work on all the nitty-gritty details so I think that's where we earn the credit on the open source side I think in cloud and in Enterprise do well you're seeing a lot of it here today you know the announcements that you mentioned we're very very cognizant and I think the thing I like about one of the things that Diane said I liked very much as I think the industry underestimates us well when you talk about well we look at the kubernetes if I can call it a playbook it took the world by storm obviously solving some of your own problems you open source it develop the community should we think about it Co the same it's still the same way are you going to use that sort of similar approach it seems to be working yes doing open source is not easy okay managing and investing and building something like kubernetes requires a lot of effort by the way not just from Google we have a lot of people that working full time just on kubernetes the way we look at that we we look about the thing that we have valued the most like portability for example if there is anything that you would like to make a standard like with K native those are kind of thing that we really want to bring to the industry as open source technologies because we want to make sure that they will work for customers everywhere right we need we need to be genuine and really stand behind what we were saying to our customers so this is the way we look at things again another example you can see about Q flow right so we actually have a lot of examples or we want to make sure that we give those options so that's one it's one is for the customer the second thing I want actually the emphasize is the ecosystem and partners yeah we know that innovation not a lot of innovation will come from Google and we want to make sure that we empower our powders and the ecosystem to build new solutions and is again another way to do it yes I mean because we're talking before we came on camera about the importance of ecosystems Dave and I have covered many industries within you know enterprise and now cloud and big data and I see blockchain on the horizon another part of our coverage area ecosystems are super important when you have openness and you have inclusion inclusion Airy culture around building together and co-creation this is the ethos of open source but people need to make money right so at the end of the day we're you guys are not you're not a non-profit you know it's gonna make profit so instead of the partners so as the world turns to cloud there's going to be new value opportunities how do you guys view that ecosystem because is it yeah is it more educational is it more just keep up a lot of people want to be on the right side of history with cloud and begin a lot of things are changing how do you guys view that ecosystem in terms of nurturing it identifying it working with it building it sharing what's your thoughts sure you know I I believe that new technology comes with lots of opportunity we've seen this with kubernetes and I think going forward we see it it's not a zero-sum game you know there's a huge ecosystem that's grown up around kubernetes and now we see actually around sto a huge ecosystem as well the types of opportunities in the value chain I think that it changes it's not what it used to be right it's not so much I think taking care of hardware racking and stacking hardware it's higher level when we talked about SEO and how that raises the level of management I think there's a huge role for operators it's a transformative role you know and we've seen it at Google we have this thing called site reliability engineering sre it's a big thing like those people are God you know when it comes to your services I think that's gonna happen in the enterprise that's gonna be a real role that's an Operations role and then of course developers their life changes and I think even like for regular people you know for kids for you and I and normal people they can become developers and start writing applications so I think there's a huge shift that's a huge thing you're touching on a lot of areas of IT transformation you know talking about the operations piece we've touched upon some of the application development how do you guys look at IT transformation and what are some of your customers doing IT transformation is enabled by you know this raising of the level of abstraction by having a multi cluster multi cloud environment what I see in in the customer base is that they don't want to be limited to one type of cloud they don't want to be limited to just what's on Prem or just what's in one you know in any one cloud they want to be able to consume best-of-breed they want to be able to take what they have and modernize it even if it's even if they can't completely rewrite or even if they can't completely transform it they want to be able they wanted to be able to participate so they even they want their mainframes to be able to participate but yeah I had one customers say you know I I don't want to have two platforms a slow platform and a fast platform I want just a fast platform know about the future now as we end the segment here I want to get your thoughts we're gonna see CN CF s coming up to Seattle in a couple months and also his ST O's got great traction with I'll see with the support and and general availability but what's the impact of the customers because gke Google Cabernets engine is evolving to be the single in her face it's almost as ease of use because that's a real part of what you guys are trying to do is make it easy the abstraction layer is gonna create new business models obviously we see that with the transformation fee she were just mentioning the end of the day I got to operate something I'm a network guy I'm now gonna might be a operating the entire environment I'm gonna enable my developers to be modern fast or whatever they want to be in the day you got to run things got to manage it so what does gke turn into what's the vision can you share your thoughts on on how this transforms and what's the trajectory look like so our goal is actually to help automate that for our customers so they can focus elsewhere as we said from the operations perspective making things more reliable defining the SLO understanding what kind of service they want to provide their customers and our hope you know you can again you can see in other things that we are building like Auto ml okay actually giving more tools to provide those capabilities to the application I think that's really see more and more so the operators will manage services and they will do it across clusters and across environments this is this is a new skill set you know it's the sre skill set but but even bigger because it's not just in one cloud it's across clouds yeah it's not easy they're gonna do it with centralized policy centralized control security compliance all of that so you see us re which is site reliability engineers at Google term but you see that being a role in enterprises and it's also knowing what services to use when what's going to be the most cost effective the right service for the right job that's really an important point I agree I think yeah I think security I think cost perspective was something definitely that will see enterprises investing more in and understanding and how they can leverage that right for their own benefit the admin the operator is gonna say okay I've got this on Prem I've got these three different regions I have to be that traffic coordinator to figure out who can talk to who where should this traffic go there's who should have how much quota all of that right that's the operator role that's the new roles so it's a it's an opportunity for operations people who might have spent their lives managing lawns to really transform their careers yes there's no better time to be an operator I mean you can I want to be an operator and I can't tell you how my dear sorry impacts our team like the engineering team how much they bring the focus on customer the service we are giving to our customers thinking about our services in different ways I think that actually is super important for any engineering team to have that balance okay final questions just put you on the spot real quick answer great stuff congratulations on the work you guys are doing great to follow the progress but I'm a customer I'll put my customer hat on par in ahead I can get that on Amazon Microsoft's got kubernetes why Google cloud what makes Google cloud different if kubernetes is open why should I use Google Cloud so you're right and the wonderful thing is that Google is actually all in kubernetes and we are the first public cloud that actually providing a managed kubernetes on-prem well the first cloud provider to have a GCP marketplace with a kubernetes application production-ready with our partners so if you're all in kubernetes I would say that it's obvious yeah III see most of the customers wanting to be multi cloud and to have choice and that is something that you know is very aligned with what we're look at this crowd win open source is winning great to have you on a part of hend thanks for coming on dynamic duo and kubernetes is - a lot of new services are happening we're bringing all those services here in the cube it's our content here from Google cloud Google next I'm Jennifer and David Lonnie we'll be right back stay with us for more day two coverage after this short break thank you