>>From the Bellagio hotel in Las Vegas. It's the cube covering UI path forward for brought to you by UI path. >>Good morning. Welcome to the cubes coverage of UI path forward for day two. Live from the Bellagio in Las Vegas. I'm Lisa Martin with Dave Velante, Dave. We had a great action packed day yesterday. We're going to have another action packed day today. We've got the CEO coming on. We've got customers coming on, but there's been a lot in the news last 24 hours. Facebook, what are your thoughts? >>Yeah, so wall street journal today, headline Facebook hearing fuels call for rain in on big tech. All right, everybody's going after big tech. Uh, for those of you who missed it, 60 minutes had a, uh, an interview with the whistleblower. Her name is, uh, Francis Haugen. She's very credible, just a little background. I'll give you my take. I mean, she was hired to help set Facebook straight and protect privacy of individuals, of children. And I really feel like, again, she, she didn't come across as, as bitter or antagonistic, but, but I feel as though she feels betrayed, right, I think she was hired to do a job. They lured her in to say, Hey, this is again, just my take to say, Hey, we want your help in earnest to protect the privacy of our users, our citizens, et cetera. And I think she feels betrayed because she's now saying, listen, this is not cool. >>You hired us to do a job. We in earnest, went in and tried to solve this problem. And you guys kind of ignored it and you put profit ahead of safety. And I think that is the fundamental crux of this. Now she made a number of really good points in her hearing yesterday and I'll, and we'll try to summarize, I mean, there's a lot of putting advertising revenue ahead of children's safety and, and, and others. The examples they're using are during the 2020 election, they shut down any sort of negative conversations. They would be really proactive about that, but after the election, they turned it back on and you know, we all know what happened on January 6th. So there's sort of, you know, the senators are trying that night. Um, the second thing is she talked about Facebook as a wall garden, and she made the point yesterday at the congressional hearings that Google actually, you can data scientists, anybody can go download all the data that Google has on you. >>You and I can do that. Right? There's that website that we've gone to and you look at all the data Google has and you kind of freak out. Yeah, you can't do that with Facebook, right? It's all hidden. So it's kind of this big black box. I will say this it's interesting. The calls for breaking up big tech, Bernie Sanders tweeted something out yesterday said that, uh, mark Zuckerberg was worth, I don't know. I think 9 billion in 2007 or eight or nine, whatever it was. And he's worth 122 billion today, which of course is mostly tied up in Facebook stock, but still he's got incredible wealth. And then Bernie went on his red it's time to break up big tech. It's time to get people to pay their fair share, et cetera. I'm intrigued that the senators don't have as much vigilance around other industries, whether it's big pharma, food companies addicting children to sugar and the like, but that doesn't let Facebook. >>No, it doesn't, but, but you ha you bring up a good point. You and I were chatting about this yesterday. What the whistleblower is identifying is scary. It's dangerous. And the vast majority, I think of its users, don't understand it. They're not aware of it. Um, and why is big tech being maybe singled out and use as an example here, when, to your point, you know, the addiction to sugar and other things are, uh, have very serious implications. Why is big tech being singled out here as the poster child for what's going wrong? >>Well, and they're comparing it to big tobacco, which is the last thing you want to be compared to as big tobacco. But the, but the, but the comparison is, is valid in that her claim, the whistleblower's claim was that Facebook had data and research that it knew, it knows it's hurting, you know, you know, young people. And so what did it do? It created, you know, Instagram for kids, uh, or it had 600,000. She had another really interesting comment or maybe one of the senators did. Facebook said, look, we scan our records and you know, kids lie. And we, uh, we kicked 600,000 kids off the network recently who were underaged. And the point was made if you have 600,000 people on your network that are underage, you have to go kill. That's a problem. Right? So now the flip side of this, again, trying to be balanced is Facebook shut down Donald Trump and his nonsense, uh, and basically took him off the platform. >>They kind of thwarted all the hunter Biden stuff, right. So, you know, they did do some, they did. It's not like they didn't take any actions. Uh, and now they're up, you know, in front of the senators getting hammered. But I think the Zuckerberg brings a lot of this on himself because he put out an Instagram he's on his yacht, he's drinking, he's having fun. It's like he doesn't care. And he, you know, who knows, he probably doesn't. She also made the point that he owns an inordinate percentage and controls an inordinate percentage of the stock, I think 52% or 53%. So he can kind of do what he wants. And I guess, you know, coming back to public policy, there's a lot of narrative of, I get the billionaires and I get that, you know, the Mo I'm all for billionaires paying more taxes. >>But if you look at the tax policies that's coming out of the house of representatives, it really doesn't hit the billionaires the way billionaires can. We kind of know the way that they protect their wealth is they don't sell and they take out low interest loans that aren't taxed. And so if you look at the tax policies that are coming out, they're really not going after the billionaires. It's a lot of rhetoric. I like to deal in facts. And so I think, I think there's, there's a lot of disingenuous discourse going on right now at the same time, you know, Facebook, they gotta, they gotta figure it out. They have to really do a better job and become more transparent, or they are going to get broken up. And I think that's a big risk to the, to their franchise and maybe Zuckerberg doesn't care. Maybe he just wants to give it a, give it to the government, say, Hey, are you guys are on? It >>Happens. What do you think would happen with Amazon, Google, apple, some of the other big giants. >>That's a really good question. And I think if you look at the history of the us government, in terms of ant anti monopolistic practices, it spent decade plus going after IBM, you know, at the end of the day and at the same thing with Microsoft at the end of the day, and those are pretty big, you know, high profiles. And then you look at, at T and T the breakup of at T and T if you take IBM, IBM and Microsoft, they were slowed down by the U S government. No question I've in particular had his hands shackled, but it was ultimately their own mistakes that caused their problems. IBM misunderstood. The PC market. It gave its monopoly to Intel and Microsoft, Microsoft for its part. You know, it was hugging windows. They tried to do the windows phone to try to jam windows into everything. >>And then, you know, open source came and, you know, the world woke up and said, oh, there's this internet that's built on Linux. You know, that kind of moderated by at T and T was broken up. And then they were the baby bells, and then they all got absorbed. And now you have, you know, all this big, giant telcos and cable companies. So the history of the U S government in terms of adjudicating monopolistic behavior has not been great at the same time. You know, if companies are breaking the law, they have to be held accountable. I think in the case of Amazon and Google and apple, they, a lot of lawyers and they'll fight it. You look at what China's doing. They just cut right to the chase and they say, don't go to the, they don't litigate. They just say, this is what we're doing. >>Big tech, you can't do a, B and C. We're going to fund a bunch of small startups to go compete. So that's an interesting model. I was talking to John Chambers about this and he said, you know, he was flat out that the Western way is the right way. And I believe in, you know, democracy and so forth. But I think if, to answer your question, I think they'll, they'll slow it down in courts. And I think at some point somebody's going to figure out a way to disrupt these big companies. They always do, you know, >>You're right. They always do >>Right. I mean, you know, the other thing John Chambers points out is that he used to be at 1 28, working for Wang. There is no guarantee that the past is prologue that because you succeeded in the past, you're going to succeed in the future. So, so that's kind of the Facebook break up big tech. I'd like to see a little bit more discussion around, you know, things like food companies and the, like >>You bring up a great point about that, that they're equally harmful in different ways. And yet they're not getting the visibility that a Facebook is getting. And maybe that's because of the number of users that it has worldwide and how many people depend on it for communication, especially in the last 18 months when it was one of the few channels we had to connect and engage >>Well. And, and the whistleblower's point, Facebook puts out this marketing narrative that, Hey, look at all this good we're doing in reality. They're all about the, the, the advertising profits. But you know, I'm not sure what laws they're breaking. They're a public company. They're, they're, they have a responsibility to shareholders. So that's, you know, to be continued. The other big news is, and the headline is banks challenge, apple pay over fees for transactions, right? In 2014, when apple came up with apple pay, all the banks lined up, oh, they had FOMO. They didn't want to miss out on this. So they signed up. Now. They don't like the fact that they have to pay apple fees. They don't like the fact that apple introduced its own credit card. They don't like the fact that they have to pay fees on monthly recurring charges on your, you know, your iTunes. >>And so we talked about this and we talk about it a lot on the cube is that, that in, in, in, in his book, seeing digital David, Michelle, or the author talked about Silicon valley broadly defined. So he's including Seattle, Microsoft, but more so Amazon, et cetera, has a dual disruption agenda. They're not only trying to disrupt horizontally the technology industry, but they're also disrupting industry. We talked about this yesterday, apple and finances. The example here, Amazon, who was a bookseller got into cloud and is in grocery and is doing content. And you're seeing these a large companies, traverse industry value chains, which have historically been very insulated right from that type of competition. And it's all because of digital and data. So it's a very, pretty fascinating trends going on. >>Well, from a financial services perspective, we've been seeing the unbundling of the banks for a while. You know, the big guys with B of A's, those folks are clearly concerned about the smaller, well, I'll say the smaller FinTech disruptors for one, but, but the non FinTech folks, the apples of the world, for example, who aren't in that industry who are now to your point, disrupting horizontally and now going after individual specific industries, ultimately I think as consumers we want, whatever is going to make our lives easier. Um, do you ever, ever, I always kind of scratch my nose when somebody doesn't take apple pay, I'm like, you don't take apple pay so easy. It's so easy to make this easy for me. >>Yeah. Yeah. So it's, it's going to be really interesting to see how this plays out. I, I do think, um, you know, it begs the question when will banks or Willbanks lose control of the payment systems. They seem to be doing that already with, with alternative forms of payment, uh, whether it's PayPal or Stripe or apple pay. And then crypto is, uh, with, with, with decentralized finance is a whole nother topic of disruption and innovation, >>Right? Well, these big legacy institutions, these organizations, and we've spoke with some of them yesterday, we're going to be speaking with some of them today. They need to be able to be agile, to transform. They have to have the right culture in order to do that. That's the big one. They have to be willing. I think an open to partner with the broader ecosystem to unlock more opportunities. If they want to be competitive and retain the trust of the clients that they've had for so long. >>I think every industry has a digital disruption scenario. We used to always use the, don't get Uber prized example Uber's coming on today, right? And, and there isn't an industry, whether it's manufacturing or retail or healthcare or, or government that isn't going to get disrupted by digital. And I think the unique piece of this is it's it's data, data, putting data at the core. That's what the big internet giants have done. That's what we're hearing. All these incumbents try to do is to put data. We heard this from Coca-Cola yesterday, we're putting data at the core of our company and what we're enabling through automation and other activities, uh, digital, you know, a company. And so, you know, can these, can these giants, these hundred plus year old giants compete? I think they can because they don't have to invent AI. They can work with companies like UI path and embed AI into their business and focused on, on what they do best. Now, of course, Google and Amazon and Facebook and Microsoft there may be going to have the best AI in the world. But I think ultimately all these companies are on a giant collision course, but the market is so huge that I think there's a lot of, >>There's a tremendous amount of opportunity. I think one of the things that was exciting about talking to one, the female CIO of Coca-Cola yesterday, a hundred plus old organization, and she came in with a very transformative, very different mindset. So when you see these, I always appreciate when I say legacy institutions like Coca-Cola or Merck who was on yesterday, blue cross blue shield who's on today, embracing change, cultural change going. We can't do things the way we used to do, because there are competitors in that review mirror who are smaller, they're more nimble, they're faster. They're going to be, they're going to take our customers away from us. We have to deliver this exceptional customer and employee experience. And Coca-Cola is a great example of one that really came in with CA brought in a disruptor in order to align digital with the CEO's thoughts and processes and organization. These are >>Highly capable companies. We heard from the head of finance at, at applied materials today. He was also coming on. I was quite, I mean, this is a applied materials is really strong company. They're talking about a 20 plus billion dollar company with $120 billion market cap. They supply semiconductor equipment and they're a critical component of the semiconductor supply chain. And we all know what's going on in semiconductors today with a huge shortage. So they're a really important company, but I was impressed with, uh, their finance leaders vision on how they're transforming the company. And it was not like, you know, 10 years out, these were not like aspirational goals. This is like 20, 19, 20, 22. Right. And, and really taking costs out of the business, driving new innovation. And, and it's, it was it's, it's refreshing to me Lisa, to see CFOs, you know, typically just bottom line finance focused on these industry transformations. Now, of course, at the end of the day, it's all about the bottom line, but they see technology as a way to get there. In fact, he put technology right in the middle of his stack. I want to ask him about that too. I actually want to challenge him a little bit on it because he had that big Hadoop elephant in the middle and this as an elephant in the room. And that picture, >>The strategy though, that applied materials had, it was very well thought out, but it was also to your point designed to create outcomes year upon year upon year. And I was looking at some of the notes. I took that in year one, alone, 274 automations in production. That's a lot, 150,000 in annual work hours automated 124 use cases they tackled in one year. >>So I want to, I want to poke at that a little bit too. And I, and I did yesterday with some guests. I feel like, well, let's see. So, um, I believe it was, uh, I forget what guests it was, but she said we don't put anything forward that doesn't hit the income statement. Do you remember that? Yes, it was Chevron because that was pushing her. I'm like, well, you're not firing people. Right. And we saw from IDC data today, only 13% of organizations are saying, or, or, or the organizations at 13% of the value was from reduction in force. And a lot of that was probably in plan anyway, and they just maybe accelerated it. So they're not getting rid of headcount, but they're counting hours saved. So that says to me, there's gotta be an normally or often CFOs say, well, it's that soft dollars because we're redeploying folks. But she said, no, it hits the income statement. So I don't, I want to push a little bit and see how they connect the dots, because if you're going to save hours, you're going to apply people to new work. And so either they're generating revenue or cutting costs somewhere. So, so there's another layer that I want to appeal to understand how that hits the income state. >>Let's talk about some of that IDC data. They announced a new white paper this morning sponsored by UI path. And I want to get your perspectives on some of the stats that they talked about. They were painting a positive picture, an optimistic picture. You know, we can't talk about automation without talking about the fear of job loss. They've been in a very optimistic picture for the actual gains over a few year period. What are your thoughts about that? Especially when we saw that stat 41% slowed hiring. >>Yeah. So, well, first of all, it's a sponsored study. So, you know, and of course the conferences, so it's going to be, be positive, but I will say this about IDC. IDC is a company I would put, you know, forest they're similar. They do sponsored research and they're credible. They don't, they, they have the answer to their audience, so they can't just out garbage. And so it has to be defensible. So I give them credit there that they won't just take whatever the vendor wants them to write and then write it. I've used to work there. And I, and I know the culture and there's a great deal of pride in being able to defend what you do. And if the answer doesn't come out, right, sorry, this is the answer. You know, you could pay a kill fee or I dunno how they handle it today. >>But, but, so my point is I think, and I know the people who did that study, many of them, and I think they're pretty credible. I, I thought by the way, you, to your 41% point. So the, the stat was 13% are gonna reduce head count, right? And then there were two in the middle and then 41% are gonna reduce or defer hiring in the future. And this to me, ties into the Erik Brynjolfsson and, and, and, uh, and, and McAfee work. Andy McAfee work from MIT who said, look, initially actually made back up. They said, look at machines, have always replaced humans. Historically this was in their book, the second machine age and what they said was, but for the first time in history, machines are replacing humans with cognitive functions. And this is sort of, we've never seen this before. It's okay. That's cool. >>And their, their research suggests that near term, this is going to be a negative economic impact, sorry, negative impact on jobs and salaries. And we've, we've generally seen this, the average salary, uh, up until recently has been flat in the United States for years and somewhere in the mid fifties. But longterm, their research shows that, and this is consistent. I think with IDC that it's going to help hiring, right? There's going to be a boost buddy, a net job creator. And there's a, there's a, there's a chasm you've got across, which is education training and skill skillsets, which Brynjolfsson and McAfee focused on things that humans can do that machines can't. And you have this long list and they revisited every year. Like they used to be robots. Couldn't walk upstairs. Well, you see robots upstairs all the time now, but it's empathy, it's creativity. It's things like that. >>Contact that humans are, are much better at than machines, uh, even, even negotiations. And, and so, so that's, those are skills. I don't know where you get those skills. Do you teach those and, you know, MBA class or, you know, there's these. So their point is there needs to be a new thought process around education, public policy, and the like, and, and look at it. You can't protect the past from the future, right? This is inevitable. And we've seen this in terms of economic activity around the world countries that try to protect, you know, a hundred percent employment and don't let competition, they tend to fall behind competitively. You know, the U S is, is not of that category. It's an open market. So I think this is inevitable. >>So a lot about upskilling yesterday, and the number of we talked with PWC about, for example, about what they're doing and a big focus on upscaling. And that was part of the IDC data that was shared this morning. For example, I'll share a stat. This was a survey of 518 people. 68% of upscaled workers had higher salaries than before. They also shared 57% of upskilled workers had higher roles and their enterprises then before. So some, again, two point it's a sponsored study, so it's going to be positive, but there, there was a lot of discussion of upskilling yesterday and the importance on that education, because to your point, we can't have one without the other. You can't give these people access to these tools and not educate them on how to use it and help them help themselves become more relevant to the organization. Get rid of the mundane tasks and be able to start focusing on more strategic business outcome, impacting processes. >>We talked yesterday about, um, I use the example of, of SAP. You, you couldn't have predicted SAP would have won the ERP wars in the early to mid 1990s, but if you could have figured out who was going to apply ERP to their businesses, you know what, you know, manufacturing companies and these global firms, you could have made a lot of money in the stock market by, by identifying those that were going to do that. And we used to say the same thing about big data, and the reason I'm bringing all this up is, you know, the conversations with PWC, Deloitte and others. This is a huge automation, a huge services opportunity. Now, I think the difference between this and the big data era, which is really driven by Hadoop is it was big data was so complicated and you had a lack of data scientists. >>So you had to hire these services firms to come in and fill those gaps. I think this is an enormous services opportunity with automation, but it's not because the software is hard to get to work. It's all around the organizational processes, rethinking those as people process technology, it's about the people in the process, whereas Hadoop and the big data era, it was all about the tech and they would celebrate, Hey, this stuff works great. There are very few companies really made it through that knothole to dominate as we've seen with the big internet giants. So you're seeing all these big services companies playing in this market because as I often say, they like to eat at the trough. I know it's kind of a pejorative, but it's true. So it's huge, huge market, but I'm more optimistic about the outcomes for a broader audience with automation than I was with, you know, big data slash Hadoop, because I think the software as much, as much more adoptable, easier to use, and you've got the cloud and it's just a whole different ball game. >>That's certainly what we heard yesterday from Chevron about the ease of use and that you should be able to see results and returns very quickly. And that's something too that UI path talks about. And a lot of their marketing materials, they have a 96, 90 7% retention rate. They've done a great job building their existing customers land and expand as we talked about yesterday, a great use case for that, but they've done so by making things easy, but hearing that articulated through the voice of their customers, fantastic validation. >>So, you know, the cube is like a little, it's like a interesting tip of the spirits, like a probe. And I will tell you when I, when we first started doing the cube and the early part of the last decade, there were three companies that stood out. It was Splunk service now and Tableau. And the reason they stood out is because they were able to get customers to talk about how great they were. And the light bulb went off for us. We were like, wow, these are three companies to watch. You know, I would tell all my wall street friends, Hey, watch these companies. Yeah. And now you see, you know, with Frank Slootman at snowflake, the war, the cat's out of the bag, everybody knows it's there. And they're expecting, you know, great things. The stock is so priced to perfection. You could argue, it's overpriced. >>The reason I'm bringing this up is in terms of customer loyalty and affinity and customer love. You're getting it here. Absolutely this ecosystem. And the reason I bring that up is because there's a lot of questions in the, in the event last night, it was walking around. I saw a couple of wall street guys who came up to me and said, Hey, I read your stuff. It was good. Let's, let's chat. And there's a lot of skepticism on, on wall street right now about this company. Right? And to me, that's, that's good news for you. Investors who want to do some research, because the words may be not out. You know, they, they, they gotta prove themselves here. And to me, the proof is in the customer and the lifetime value of that customer. So, you know, again, we don't give stock advice. We, we kind of give fundamental observations, but this stock, I think it's trading just about 50. >>Now. I don't think it's going to go to 30, unless the market just tanks. It could have some, you know, if that happens, okay, everything will go down. But I actually think, even though this is a richly priced stock, I think the future of this company is very bright. Obviously, if they continue to execute and we're going to hear from the CEO, right? People don't know Daniel, Denise, right? They're like, who is this guy? You know, he started this company and he's from Eastern Europe. And we know he's never have run a public company before, so they're not diving all in, you know? And so that to me is something that really pay attention to, >>And we can unpack that with him later today. And we've got some great customers on the program. You mentioned Uber's here. Spotify is here, applied materials. I feel like I'm announcing something on Saturday night. Live Uber's here. Spotify is here. All right, Dave, looking forward to a great action packed today. We're going to dig more into this and let's get going. Shall we let's do it. All right. For David Dante, I'm Lisa Martin. This is the cube live in Las Vegas. At the Bellagio. We are coming to you presenting UI path forward for come back right away. Our first guest comes up in just a second.

>>Okay, welcome back to the cubes coverage of Del tech world. I'm john for your host of the cube we're here for virtual coverage were not yet face to face as we start to come out of covert, we're still doing the remote but we got the cube virtual. We're here with Dennis Hoffman, senior Vice President, General Manager for the telecom Systems business group within Dell Technologies dead. It's great to see you. Thanks for coming in CUba alumni. Thanks for coming on. >>My pleasure, john great to see you and look forward to the days when we can stop doing this virtually. >>Well, you guys have been certainly pumping out a lot of content and right now telco cloud telco disruption is big. We heard Michael Dell last event and even when we were in person in real life, we he was really laying down the five G leadership now with hybrid cloud, um, standardized, pretty much I mean, consensus is no, no debate really. It's hybrid multi cloud on the horizon. That's still just a subsystem of basically distributed computing A. K. A hybrid cloud makes the edge a huge part of the story this year. And the innovations all around telecom, Edge in five G have been around and they're changing really fast. What's how are these Edge in five G technologies impacting the market today? >>Yeah, it's uh is fascinating times, I'll tell you they are providing really the ultimate carrots, you know, the catalyst for um innovation in the market and really driving the world's network operators To uh want to take advantage of all the opportunity that the edge presents and that 5G enables. And it's, you know, at the end of the day, it's really forcing folks to think hard about if they have the right network architectures to enable that to capture that opportunity to have the right kind of capabilities. And so we're seeing an awful lot of interest in network desegregation, network modernization, various forms of adopting the technology is you and I are familiar with from years of what's going on in data center evolution are really starting to hit the telco network now at a really, really interesting time >>while we're on the landscape. Do you want to get your opinion on something? I've been hearing a lot, certainly in interviewing other folks here at Dell tech world and in the industry about how the edge and the data compute equation and the connectivity has changed how they're going to lay out essentially their factory, their plants, their operations and certainly covid pushing everyone at home has changed the game on how data is being computed on and how apps are being built. This is a huge five G opportunity certainly when you start to get into the business impact, autonomous vehicles, I've been doing stories about autonomous boats and everything we could have an autonomous cube soon. So, you know, everything is autonomous which drives to this whole edge piece, What's your take on that? >>Yeah, you know, it's, it's funny for years we've been talking about on prem and off prem, like there's two problems there turns out there's a third Prem, right? There is the other premises and that is not the private data center and not the public cloud. And when you stop and think about it, it it makes sense because at the end of the day, wherever we can get data, we can create digital advantage and it's always been cheaper and more effective and faster to move compute to data than to move data to compute. So technology is like 5G are beginning to make it possible to run very interesting applications in very different places and capture what is predicted to be some 3/4 of the data created over the next decade is going to get created somewhere other than a private data center or a public cloud. And that's the edge, you know, in telcos, look at that third premises as their opportunity to get another bite of the apple on services. Four G was kind of a story of the over the top. Players really took the profit pool and made a lot of money from the over to the netflix is to the itunes and so on and so forth. But when you come back to Five G and think of it kind of as the Enterprise G, it's a chance now for the world's network operators to really get a chunk of that profit pool that comes from the emergence of this third premises called the edge >>Enterprise G. I love that, I'm gonna steal that from you. It's a great, great uh >>somebody else >>uh Yeah, the new trend, but it's a business, it's a business opportunity again, totally cool. And consumers to um okay, so you got your out on the road a lot. I know that we've talked in the past on the cube. There's a lot of discussions in the industry, as well as customers that you're having. What are you hearing? What are the some of the pain points are, see Covid has unveiled unveiled new use cases, people had had adapted to it. There's adaptations that are out there that are new and then things that might not happen again. What are you hearing from customers? >>Yeah, I would say in summary, we're hearing a mix of optimism and uncertainty, optimism around all the stuff we just talked about and that you mentioned, you know, it's it's a blank from anywhere. World right work from anywhere, learn from anywhere. Medicine from anywhere. And you know, if the pandemic has taught us anything, it's about the absolute necessity of communications technology to the world we live in today. The uncertainty comes from this question of, okay, so I know that there's this big opportunity and I know that I need to modernize my network architecture and kind of change the way I operate to capture it all. But the architecture is I run on today, make that really hard. And the architecture is that that the modern data center is built on, We know they work. But how do I get them in a way that allows me to build a resilient, high performance agile communications network. Um, you know, today we uh we face a world in which we see, we have a world in which solutions are delivered very fairly monolithically in the network uh for network operators but going forward, the power to potentially decompose all of that is wonderful provided it can be recomposed in a way they can consume. And I think that's where the uncertainty lies. There's a lot of testing and trialing of pieces of applications of underlying hardware, infrastructure, servers, accelerators, um certainly different types of virtualization and container ization technologies. But in the end these networks need to run it many many many nines um and they need to be extremely robust and pulling together a lot of different components from the open ecosystem is a daunting challenge for most of the network operators. >>You know, I hear you saying about the opportunity recognition and the re factoring how we called re composing this opportunity here and again. I like this enterprise G angle because what it means is that it's not the consumer the only it's it's everything. It's a complete consumer ization of I. T. So it's a whole another edge landscape. Prem third, the third premise is the edge. All good. I've always so set on the cube and certainly Dave and I have David and I have riffed on this is that you know, everything is now cloud operations and the data center is a big edge and then you've got other pieces that are just edges. A distributed system kind of sounds like a computer in the cloud. So this is kind of operating model. So I have to ask the question which is in telco, if it's gonna be distributed like that and it's going to be operated at scale, how is Dell responding to capture the mind share and customers using Dell in this new telco disruption? Because it's kind of you got to keep the lights on and you gotta also get them in a position to take advantage of the new opportunity. How are you responding? >>Yeah, Well, we're trying to we're literally trying to fill that gap, you know, the talking to the world's uh modern or say the world's telecom network operations leaders. We've uh we've had a lot of conversations with folks about what they need to do and what's holding them back from really in many ways taking advantage of the digital transformation that that's kind of rippling through the economy. And as they kind of laid that out to us, we decided that it was an enormous opportunity for Dell that this this uh you know, this new network will be fundamentally built on computer technology uh and it will be open industry standard computer technology. And on top of that we will use virtualization. And if this begins to sound like the way data centers are being built, because that's exactly what's happening. But more than that, I think there's a need for an at scale substantial provider that the world's biggest carriers can bet on and feel they can trust as a strategic partner to not only pull the ecosystem together, validated, certified, curated a little bit uh, and deliver it as an outcome, but then stand behind it running and importantly, do all of that in a way that doesn't constrain the continuous innovation. That's really the hallmark of some of these modern architecture. So for us, we see, you know, an opportunity that is literally perfectly built for a company like dealt and that's why we decided to invest in it. That's why you hear Michael talking about it a lot. Uh it's um, you know, it's it's really super well aligned with our strategy, we think it's actually key to winning the edge. Uh and and it's also really well aligned with our purpose, you know what this company exists to accelerate human progress through technology. And this little slice of it is all about accelerating communications and the transformation of modern networks to do exactly that right, To help close the digital divide, to bring fair and equitable medicine and learning to all, um and to allow us all to work from wherever we're working. So it's uh it's something that we're excited about on multiple levels and we think the company is really built for the distributed computing environment that a modern telco network represents. >>Yeah, what's interesting is that the value that you guys can enable at the edge, his real impact, It's not just data center and compute and have applications. Remember the old days I got my crm in my E. R. P and I got my apps on my systems and it's all good now. Business is completely software enables, it's the entire business and the business is software naval, which means that you have to have that edge. So I totally love of the positioning and strategy. I have to ask you if you don't mind, where is the residents with customers when you look at the telco enablement there that you're enabling them to do what's resonating the most, what's jumping out from the telescopes in terms of what Dell's doing for them And the customers, you mentioned tele medicine, which by the way, is an amazing impact to the world. Just one example. But where's the residence? >>Yeah. You know, first we we are what we are. Right. So it's, I think with a lot of conversations, it begins with, um, the telecommunications network needs server technology, but it needs very specific kinds of server technology built in very specific ways. Um, the, you know, the needs of compute at the base of a cell tower on a hill in Montana in the middle of winter are different than we've been building for data centers for years. So I think the first thing that resonates it, I need it, I need a very specific kind of open compute, uh, infrastructure hardware foundation that is industry standard. And, and we turn to somebody like Delta do do exactly that. But what we've learned is there's so much more than that because really we need to begin to deliver outcomes on top of that foundation. Uh, First outcome, we need to deliver his modern operations and maintenance of a distributed network. Zero touch provisioning, zero touch upgrading. How can we impact the total cost of maintenance and ownership in a meaningful way, um, for a network that is in fact constructed out of a fabric of server. On top of that there's the actual network core network services, Edge, the radio access network. And how do we successively open up each section of the network, driving computing storage all the way to the edge? Because for many organizations in the world, many enterprises, their edge will actually be on the telco premises. Right. The telco edge will be their edge. Some of the bigger companies certainly can build their own. But as you get in the world of medium and small business, the person they buy their circuits from and their communications from. If they have the ability to deliver them private slices of networks and virtual compute and storage, that's going to be how they get after it. So you know for us that next piece that resonates is the ability to pull together solutions like we've been doing for years with the ex rail hyper converged the stuff we did with the C. E. Back in the day and then last >>I'm just saying that you know you're bringing up things that kind of sound. It's super complex physical plant and equipment. You're talking about real hard and purpose built devices in the past very operational technology oriented stuff and then that has to have I. T. Agility right? And then have scalability behind it and complete you know integration this is not obvious and easy. It's hard. >>Yeah. No I mean software doesn't run on software right? Software runs on hardware and so as much as a lot of the power and the interest comes from what the application can do underlying it all is a capability to distribute, compute and storage to where the application or the software wants to run or runs best. That's what's really cool about five G is its ability to do the stuff you mentioned earlier on, you know, the, the G Wiz stuff, drones and autonomous and a AR and VR and all the things that ultra reliable, low latency communication would make possible on a grand scale that really bring the machines into the picture, not just humans on the edge. It's the stuff, right? That that's on the edge and we've been talking about it for a long time, but none of it's gonna matter if we don't put this infrastructure foundation in place. Then we got to lay an open marketplace of containerized network functions. Virtualized network functions on top of that all to enable our network operators to deliver interesting services to end users. It's >>super exciting. I got to say that it's a super exciting because you know, it's coming it's like the energies there, it's like the, you know, the storm's coming of disruption in the innovation because you think about what containers and cloud native kubernetes the cloud native technologies can do for legacy because its shelf life and more headroom, right? So you can you can win these telcos can actually not only pivot but line extension into new capabilities. So they tend to be very strong technically is an operator, operator networks, the hard tech stuff, physical stuff and software but not known for it. I mean but now there's a huge opportunity that's gonna come around the corner. I'm bullish on Iot and edge where you have the O. T. And I. T. Coming together. It's really compelling And it's going to be radically different I think in the next 5 to 10 years what's your take on that in terms of outlook? >>Couldn't agree more. Yeah I mean it's you know it's for those of us are in the industry always the knowledge of what's coming or the belief in what's coming. The hype precedes the actual development. But you know just as I don't know 15 20 years ago the idea that you can completely disrupt the taxi industry with an app and a four G smartphone service was in nobody's mind except maybe a couple of people. You >>know it >>makes you wonder what is the what is the uber equivalent of a business service that will be fundamentally enabled by the architecture we just described that we're not thinking about right now and that's why every time we move from a centralized computing model to a decentralized computing models that decentralized computing models dramatically larger than a centralized, >>way >>bigger than mainframe. Edge, way bigger than client server, which is already way bigger than cloud, Public. Cloud. And so I think it's, you know, there's a, there's a lot of promise, a lot of excitement. Still a long way to go though. A lot of the stuff we're talking about still is not actually rolled out into the network. Um and that's kind of the opportunity for somebody like them. >>Yeah. And decentralized and open winds. It's funny you mentioned high, we were talking David was just talking with Michael Dell and Pat Gelsinger in 2013. We're talking hybrid cloud, that's 78 years ago. Okay, so good stuff. Let's get into the news real quick. Um Deltek World, you've got some news coming. Uh Let's dig into it. Please share some of the outlook of the news. You're gonna be you're you're announcing here? >>Yeah, thanks. Sure, john, I mean, we're gonna be announcing two things relative to the telecom portfolio. Uh and they're both reference architectures with VM ware. One is the second edition of the telco cloud platform for five G. Um, so that's a Delvian where reference architecture, that is exactly what we just talked about. It's this open software defined on industry standard hardware platform, um for running 5G applications. And then the other one is the first version of the telco cloud platform for the radio access network, TCP ran as we would call it. Um and as we start to push this technology from the core out towards the edge of the telecom network. So to really interesting developments in in deep partnership with VM ware and stuff, we've been working on for a while stuff, we are in fact working on with customers and delivering today and we'll be making formal announcements about those at the D T W show. >>Awesome. Dennis, thanks for coming on the Cuban, sharing the update and thanks for the industry insight. Uh, I love the telco shift that's going on. It's an extension of existing, I think cloud native saves the day here with telco and allows the completely different landscape to evolve. So you guys were on top of it. Thanks for sharing S VP and general manager, the telecom systems business with Dell Dennis. Hoffman. Thanks for coming on. >>Thanks john Okay >>cube coverage here. Del Tech world. I'm john for a year. Thanks for watching. Yeah.

>>Yeah, >>yeah. Hello and welcome to this track to creating engaging analytics experiences for all. I'm Hannah Sinden Thought spots Omiya director of marketing on. I'm delighted to have you here today. A boy Have we got to show for you now? I might be a little bit biased as the host of this track, but in my humble opinion, you've come to a great place to start because this track is all about everything. Thought spot. We'll be talking about embedded search in a I thought spot one spot I. Q. We've got great speakers from both thoughts about andare customers as well as some cool product demos. But it's not all product talk. We'll be looking at how to leverage the tech to give your users a great experience. So first up is our thoughts about one deep dive. This session will be showing you how we've built on our already superb search experience to make it even easier for users across your company to get insight. We've got some great speakers who are going to be telling you about the cool stuff they've been working on to make it really fantastic and easy for non technical people to get the answers they need. So I'm really delighted to introduce Bob Baxley s VP of design and experience That thought spot on Vishal Kyocera Thought spots director of product management. So without further ado, I'll hand it over to Bob. Thanks, >>Hannah. It's great to be here with everybody today and really excited to be able to present to you thought spot one. We've been working on this for months and months and are super excited to share it before we get to the demo with Shawl, though, I just want to set things up a little bit to help people understand how we think about design here. A thought spot. The first thing is that we really try to think in terms of thought. Spot is a consumer grade product, terms what we wanted. Consumer grade you x for an analytics. And that means that for reference points rather than looking at other enterprise software companies, we tend to look at well known consumer brands like Google, YouTube and WhatsApp. We firmly believe that people are people, and it doesn't matter if they're using software for their own usage or thought are they're using software at work We wanted to have a great experience. The second piece that we were considering with thoughts about one is really what we call the desegregation of bundles. So instead of having all of your insights wraps strictly into dashboards, we want to allow users to get directly to individual answers. This is similar to what we saw in music. Were instead of you having to buy the entire album, of course, you could just buy individual songs. You see this in iTunes, Spotify and others course. Another key idea was really getting rid of gate keepers and curators and kind of changing people from owning the information, helping enable users to gather together the most important and interesting insights So you can follow curator rather than feeling like you're limited in the types of information you can get. And finally, we wanted to make search the primary way, for people are thinking about thought spot. As you'll see, we've extended search from beyond simply searching for your data toe, also searching to be able to find pin boards and answers that have been created by other people. So with that, I'll turn it over to my good friend Rachel Thio introduce more of thought, spot one and to show you a demo of the product. >>Thank you, Bob. It's a pleasure to be here to Hello, everyone. My name is Michelle and Andy, product management for Search. And I'm really, really excited to be here talking about thoughts about one our Consumer analytics experience in the Cloud. Now, for my part of the talk, we're gonna first to a high level overview of thoughts about one. Then we're going to dive into a demo, and then we're gonna close with just a few thoughts about what's coming next. So, without any today, let's get started now at thought spot. Our mission is to empower every user regardless of their expertise, to easily engage with data on make better data driven decisions. We want every user, the nurse, the neighborhood barista, the teacher, the sales person, everyone to be able to do their jobs better by using data now with thoughts about one. We've made it even more intuitive for all these business users to easily connect with the insights that are most relevant for them, and we've made it even easier for analysts to do their jobs more effectively and more efficiently. So what does thoughts about one have? There's a lot off cool new features, but they all fall into three main categories. The first main category is enhanced search capabilities. The second is a brand new homepage that's built entirely for you, and the third is powerful tools for the analysts that make them completely self service and boost their productivity. So let's see how these work Thought Spot is the pioneer for search driven analytics. We invented search so that business users can ask questions of data and create new insights. But over the years we realized that there was one key piece off functionality that was missing from our search, and that was the ability to discover insights and content that had already been created. So to clarify, our search did allow users to create new content, but we until now did not have the ability to search existing content. Now, why does that matter? Let's take an example. I am a product manager and I am always in thought spot, asking questions to better understand how are users are using the product so we can improve it now. Like me, A lot of my colleagues are doing the same thing. Ah, lot of questions that I asked have already been answered either completely are almost completely by many of my colleagues, but until now there's been no easy way for me to benefit from their work. And so I end up recreating insights that already exists, leading to redundant work that is not good for the productivity off the organization. In addition, even though our search technology is really intuitive, it does require a little bit of familiarity with the underlying data. You do need to know what metric you care about and what grouping you care about so that you can articulate your questions and create new insights. Now, if I consider in New employees product manager who joins Hotspot today and wants to ask questions, then the first time they use thought spot, they may not have that data familiarity. So we went back to the drawing board and asked ourselves, Well, how can we augment our search so that we get rid off or reduced the redundant work that I described? And in addition, empower users, even new users with very little expertise, maybe with no data familiarity, to succeed in getting answers to their questions the first time they used Hot Spot, and we're really proud and excited to announce search answers. Search answers allows users to search across existing content to get answers to their questions, and its a great compliment to search data, which allows them to search the underlying data directly to create new content. Now, with search answers were shipping in number of cool features like Answer Explainer, Personalized search Results, Answer Explorer, etcetera that make it really intuitive and powerful. And we'll see how all of these work in action in the demo. Our brand new homepage makes it easier than ever for all these business users to connect with the insights that are most relevant to them. These insights could be insights that these users already know about and want to track regularly. For example, as you can see, the monitor section at the top center of the screen thes air, the KP eyes that I may care most about, and I may want to look at them every day, and I can see them every day right here on my home page. By the way, there's a monitoring these metrics in the bankrupt these insights that I want to connect with could also be insights that I want to know more about the search experience that I just spoke about ISS seamlessly integrated into the home page. So right here from the home page, I can fire my searchers and ask whatever questions I want. Finally, and most interestingly, the homepage also allows me to connect with insights that I should know about, even if I didn't explicitly ask for them. So what's an example? If you look at the panel on the right, I can discover insights that are trending in my organization. If I look at the panel on the left, I can discover insights based on my social graph based on the people that I'm following. Now you might wonder, How do we create this personalized home page? Well, our brand new, personalized on boarding experience makes it a piece of cake as a new business user. The very first time I log into thought spot, I pay three people I want to follow and three metrics that I want to follow, and I picked these from a pool of suggestions that Ai has generated. And just like that, the new home page gets created. And let's not forget about analysts. We have a personalized on boarding experience specifically for analysts that's optimized for their needs. Now, speaking of analysts, I do want to talk about the tools that I spoke off earlier that made the analysts completely self service and greatly boost their productivity's. We want analysts to go from zero to search in less than 30 minutes, and with our with our new augmented data modeling features and thoughts about one, they can do just that. They get a guided experience where they can connect, model and visualize their data. With just a few clicks, our AI engine takes care off a number of tasks, including figuring out joints and, you know, cleaning up column names. In fact, our AI engine also helps them create a number of answers to get started quickly so that these analysts can spend their time and energy on what matters most answering the most complicated and challenging and impactful questions for the business. So I spoke about a number of different capabilities off thoughts about one, but let's not forget that they are all packaged in a delightful user experience designed by Bob and his team, and it powers really, really intuitive and powerful user flows, from personalized on boarding to searching to discover insights that already exist on that are ranked based on personalized algorithms to making refinements to these insights with a assistance to searching, to create brand new insights from scratch. And finally sharing all the insights that you find interesting with your colleagues so that it drives conversations, decisions and, most importantly, actions so that your business can improve. With that said, let's drive right into the demo for this demo. We're going to use sales data set for a company that runs a chain off retail stores selling apparel. Our user is a business user. Her name is Charlotte. She's a merchandiser, She's new to this company, and she is going to be leading the genes broader category. She's really excited about job. She wants to use data to make better decisions, so she comes to thought spot, and this is what she sees. There are three main sections on the home page that she comes to. The central section allows you to browse through items that she has access to and filter them in various ways. Based for example, on author or on tags or based on what she has favorited. The second section is this panel on the right hand side, which allows her to discover insights that are trending within her company. This is based on what other people within her company are viewing and also personalized to her. Finally, there's this search box that seamlessly integrated into the home page. Now Charlotte is really curious to learn how the business is doing. She wants to learn more about sales for the business, so she goes to the search box and searches for sales, and you can see that she's taken to a page with search results. Charlotte start scanning the search results, and she sees the first result is very relevant. It shows her what the quarterly results were for the last year, but the result that really catches her attention is regional sales. She'd love to better understand how sales are broken down by regions. Now she's interested in the search result, but she doesn't yet want to commit to clicking on it and going to that result. She wants to learn more about this result before she does that, and she could do that very easily simply by clicking anywhere on the search result card. Doing that reveals our answer. Explain our technology and you can see this information panel on the right side. It shows more details about the search results that she selected, and it also gives her an easy to understand explanation off the data that it contains. You can see that it tells her that the metrics sales it's grouped by region and splitter on last year. She can also click on this preview button to see a preview off the chart that she would see if she went to that result. It shows her that region is going to be on the X axis and sales on the Y axis. All of this seems interesting to her, and she wants to learn more. So she clicks on this result, and she's brought to this chart now. This contains the most up to date data, and she can interact with this data. Now, as she's looking at this data, she learns that Midwest is the region with the highest sales, and it has a little over $23 million in sales, and South is the region with the lowest sales, and it has about $4.24 million in sales. Now, as Charlotte is looking at this chart, she's reminded off a conversation she had with Suresh, another new hire at the company who she met at orientation just that morning. Suresh is responsible for leading a few different product categories for the Western region off the business, and she thinks that he would find this chart really useful Now she can share this chart with Suresh really easily from right here by clicking the share button. As Charlotte continues to look at this chart and understand the data, she thinks, uh, that would be great for her to understand. How do these sales numbers across regions look for just the genes product category, since that's the product category that she is going to be leading? And she can easily narrow this data to just the genes category by using her answer Explorer technology. This panel on the right hand side allows her to make the necessary refinements. Now she can do that simply by typing in the search box, or she can pick from one off the AI generated suggestions that are personalized for her now. In this case, the AI has already suggested genes as a prototype for her. So with just a single click, she can narrow the data to show sales data for just jeans broken down by region. And she can see that Midwest is still the region with the highest sales for jeans, with $1.35 million in sales. Now let's spend a minute thinking about what we just saw. This is the first time that Charlotte is using Thought spot. She does not know anything about the data sources. She doesn't know anything about measures or attributes. She doesn't know the names of the columns. And yet she could get to insights that are relevant for her really easily using a search interface that's very much like Google. And as she started interacting with search results, she started building a slightly better understanding off the underlying data. When she found an insight that she thought would be useful to a colleague offers, it was really seamless for her to share it with that colleague from where she Waas. Also, even though she's searching over content that has already been created by her colleagues in search answers. She was in no way restricted to exactly that data as we just saw. She could refine the data in an insight that she found by narrowing it. And there's other things you can do so she could interact with the data for the inside that she finds using search answers. Let's take a slightly more complex question that Charlotte may have. Let's assume she wanted to learn about sales broken down by, um, by category so that she can compare her vertical, which is jeans toe other verticals within the company. Again, she can see that the very first result that she gets is very relevant. It shows her search Sorry, sales by category for last year. But what really catches her attention about this result is the name of the author. She's thrilled to note that John, who is the author of this result, was also an instructor for one off for orientation sessions and clearly someone who has a lot of insight into the sales data at this company. Now she would love to see mawr results by John, and to do that, all she has to do is to click on his name now all of the search results are only those that have been authored by John. In fact, this whole panel at the top of the results allow her to filter her search results or sort them in different ways. By clicking on these authors filter, she can discover other authors who are reputed for the topic that she's searching for. She can also filter by tags, and she can sort these results in different ways. This whole experience off doing a search and then filtering search results easily is similar to how we use e commerce search engines in the consumer world. For example, Amazon, where you may search for a product and then filter by price range or filter by brand. For example, Let's also spend a minute talking about how do we determine relevance for these results and how they're ranked. Um, when considering relevance for these results, we consider three main categories of things. We want to first make sure that the result is in fact relevant to the question that the user is asking, and for that we look at various fields within the result. We look at the title, the author, the description, but also the technical query underpinning that result. We also want to make sure that the results are trustworthy, because we want users to be able to make business decisions based on the results that they find. And for that we look at a number of signals as well. For example, how popular that result is is one of those signals. And finally, we want to make sure the results are relevant to the users themselves. So we look at signals to personalize the result for that user. So those are all the different categories of signals that we used to determine overall ranking for a search result. You may be wondering what happens if if Charlotte asks a question for which nobody has created any answer, so no answers exist. Let's say she wants to know what the total sales of genes for last year and no one's created that well. It's really easy for her to switch from searching for answers, which is searching for content that has already been created to searching the data directly so she can create a new insight from scratch. Let's see how that works. She could just click here, and now she's in the search data in her face and for the question that I just talked about. She can just type genes sales last year. And just like that, she could get an answer to her question. The total sales for jeans last year were almost $4.6 million. As you can see, the two modes off search searching for answers and searching, the data are complementary, and it's really easy to switch from one to the other. Now we understand that some business users may not be motivated to create their own insights from scratch. Or sometimes some of these business users may have questions that are too complicated, and so they may struggle to create their own inside from scratch. Now what happens usually in these circumstances is that these users will open a ticket, which would go to the analyst team. The analyst team is usually overrun with these tickets and have trouble prioritizing them. And so we started thinking, How can we make that entire feedback loop really efficient so that analysts can have a massive impact with as little work as possible? Let me show you what we came up with. Search answers comes with this system generated dashboard that analysts can see to see analytics on the queries that business users are asking in search answers so it contains high level K P. I is like, You know how many searches there are and how many users there are. It also contains one of the most popular queries that users are asking. But most importantly, it contains information about what are popular queries where users are failing. So the number on the top right tells you that about 10% off queries in this case ended with no results. So the user clearly failed because there were no results on the table. Right below it shows you here are the top search queries for original results exist. So, for example, the highlighted row there says jean sales with the number three, which tells the analysts that last week there were three searches for the query jean sales and the resulted in no results on search answers. Now, when an analyst sees a report like this, they can use it to prioritize what kind of content they could be creating or optimizing. Now, in addition to giving them inside into queries which led to no results or zero results. This dashboard also contains reports on creatives that lead to poor results because the user did get some results but didn't click on anything, meaning that they didn't get the answer that they were looking for. Taking all these insights, analysts can better prioritize and either create or optimize their content to have maximum impact for their business users with the least amount of for. So that was the demo. As you can see with search answers, we've created a very consumer search interface that any business user can use to get the answers to their questions by leveraging data or answers that have already been created in the system by other users in their organization. In addition, we're creating tools that allow analysts toe create or optimized content that can have the highest impact for these business users. All right, so that was the demo or thoughts about one and hope you guys liked it. We're really excited about it. Now Let me just spend a minute talking about what's coming next. As I've mentioned before, we want to connect every business user with the insights that are most relevant for them, and for that we will continue to invest in Advanced AI and personalization, and some of the ways you will see it is improved relevance in ranking in recommendations in how we understand your questions across the product within search within the home page everywhere. The second team that will continue to invest in is powerful analyst tools. We talked about tools and, I assure you, tools that make the analysts more self service. We are committed to improving the analyst experience so that they can make the most off their time. An example of a tool that we're really excited about is one that allows them to bridge the vocabulary difference that this even business user asks questions. A user asked a question like revenue, but the column name for the metric in the data set its sales. Now analysts can get insights into what are the words that users air using in their questions that aren't matching anything in the data set and easily create synonyms so that that vocabulary difference gets breached. But that's just one example of how we're thinking about empowering the analysts so that with minimal work, they can amplify their impact and help their business users succeed. So there's a lot coming, and we're really excited about how we're planning to evolve thoughts about one. With all that said, Um, there's just, well, one more thing that my friend Bob wants to talk to you guys about. So back to you, Bob. >>Thanks, Michelle. It's such a great demo and so fun to see all the new work that's going on with thought. Spot one. All the happenings for the new features coming out that will be under the hood. But of course, on the design side, we're going to continue to evolve the front end as well, and this is what we're hoping to move towards. So here you'll see a new log in screen and then the new homepage. So compared to the material that you saw just a few minutes ago, you'll notice this look is much lighter. A little bit nicer use of color up in the top bar with search the features over here to allow you to switch between searching against answers at versus creating new answers, the settings and user profile controls down here and then on the search results page itself also lighter look and feel again. Mork color up in the search bar up the top. A little bit nicer treatments here. We'll continue to evolve the look and feel the product in coming months and quarters and look forward to continue to constantly improving thoughts about one Hannah back to you. >>Thanks, Bob, and thank you both for showing us the next generation of thought spot. I'd love to go a bit deeper on some of the points you touched on there. I've got a couple of questions here. Bob, how do you think about designing for consumer experience versus designing for enterprise solutions? >>Yes, I mentioned Hannah. We don't >>really try to distinguish so much between enterprise users and consumer users. It's really kind of two different context of use. But we still always think that users want some product and feature and experience that's easy to use and makes sense to them. So instead of trying to think about those is two completely different design processes I think about it may be the way Frank Lloyd Wright would approached architecture. >>Er I >>mean, in his career, he fluidly moved between residential architecture like falling water and the Robie House. But he also designed marquis buildings like the Johnson wax building. In each case, he simply looked at the requirements, thought about what was necessary for those users and designed accordingly. And that's really what we do. A thought spot. We spend time talking to customers. We spend time talking to users, and we spent a lot of time thinking through the problem and trying to solve it holistically. And it's simply a possible >>thanks, Bob. That's a beautiful analogy on one last question for you. Bischel. How frequently will you be adding features to this new experience, >>But I'm glad you asked that, Hannah, because this is something that we are really really excited about with thoughts about one being in the cloud. We want to go really, really fast. So we expect to eventually get to releasing new innovations every day. We expect that in the near future, we'll get to, you know, every month and every week, and we hope to get to everyday eventually fingers crossed on housing. That can happen. Great. Thanks, >>Michelle. And thank you, Bob. I'm so glad you could all join us this morning to hear more about thoughts about one. Stay close and get ready for the next session. which will be beginning in a few minutes. In it will be introduced to thoughts for >>everywhere are >>embedded analytics product on. We'll be hearing directly from our customers at Hayes about how they're using embedded analytics to help healthcare providers across billing compliance on revenue integrity functions. To make more informed decisions on make effective actions to avoid risk and maximize revenue. See you there.

>>Hi, everyone. Good afternoon. Thank you for joining this session. I feel honored to be invited to speak here today. And I also appreciate entity research Summit members for organ organizing and giving this great opportunity. Please let me give a quick introduction. First, I'm a Takashi from Marvin American population, and I'm leading technology scouting and global ation with digital health companies such as Business Alliance and Strategically Investment in North America. And since we started to focus on this space in 2016 our team is growing. And in order to bring more new technologies and services to Japan market Thesis year, we founded the new service theories for digital health business, especially, uh, in medical diagnosis space in Japan. And today I would like to talk how health care has been transformed for my micro perspective, and I hope you enjoy reasoning it. So what's happened since the US identify the first case in the middle of January, As everyone knows, unfortunately, is the damaged by this pandemic was unequal amongst the people in us. It had more determined tal impact on those who are socially and economically vulnerable because of the long, long lasting structural program off the U. S. Society and the Light Charity about daily case rating elevator country shows. Even in the community, the infection rate off the low income were 4.5 times higher than, uh, those of the high income and due to czar straight off the Corvette, about 14 million people are unemployed. The unique point off the U. S. Is that more than 60% of insurance is tied with employment, so losing a job can mean losing access to health care. And the point point here is that the Corvette did not create healthcare disparity but, uh nearly highlighted the underlying program and necessity off affordable care for all. And when the country had a need to increase the testing capacity and geographic out, treat the pharmacies and retails joined forces with existing stakeholders more than 90% off the U. S Corporation live within five miles off a community pharmacy such as CVS and Walgreen, so they can technically provide the test to everyone in all the community. And they also have a huge workforce memory pharmacist who are eligible to perform the testing scale, and this very made their potential in community based health care. Stand out and about your health has provided on alternative way for people to access to health care. At affordable applies under the unusual setting where social distancing, which required required mhm and people have a fear of infection. So they are afraid to take a public transportacion and visit >>the doctor the same thing supplied to doctor and the chart. Here is a number of total visit cranes by service type after stay at home order was issued across the U. S. By Ali April patient physical visits to doctor's offices or clinics declined by ALAN 70%. On the other hand, that share, or telehealth, accounted for 25% of the total total. Doctor's visit in April, while many states studied to re opening face to face visit is gradually recovering. And overall Tele Health Service did not offset the crime. Physician Physical doctor's visit and telehealth John never fully replace in person care. However, Telehealth has established a new way to provide affordable care, especially to vulnerable people, and I don't explain each player's today. But as an example, the chart shows the significant growth of the tell a dog who is one of the largest badger care and tell his provider, I believe there are three factors off paradox. Success under the pandemic. First, obviously tell Doc could reach >>the job between those patients and doctors. Majority of the patients who needed to see doctors who are those who have underlying health conditions and are high risk for Kelowna, Bilis and Secondary. They showed their business model is highly scalable. In the first quarter of this year, they moved quickly to expand their physical physicians network to increase their capacity and catch up growing demand. To some extent, they also contributed to create flexible job for the doctors who suffered from Lydia's appointment and surgery. They utilized. There are legalism to maximize the efficiency for doctors and doing so, uh, they have university maintained high quality care at affordable applies Yeah, and at the same time, the government recognize the body of about your care and de regulated traditional rules to sum up she m s temporary automated to pay a wide range of tell Her services, including hospital visit and HHS temporarily waived hip hop minorities for telehealth cases and they're changed allowed provider to use communication tools such as facetime and the messenger. During their appointment on August start, the government issued a new executive order to expand tell his services beyond the pandemic. So the government is also moving to support about your health care. So it was a quick review of the health care challenges and somewhat advancement in the pandemic. But as you understand, since those challenges are not caused by the pandemic, problems will stay remain and events off this year will continuously catalyze the transformation. So how was his cherished reshaped and where will we go? The topic from here can be also applied to Japan market. Okay, I believe democratization and decentralization healthcare more important than ever. So what does A. The traditional healthcare was defined in a framework over patient and a doctor. But in the new normal, the range of beneficiaries will be expanded from patient to all citizens, including the country uninsured people. Thanks to the technology evolution, as you can download health management off for free on iTunes stores while the range of the digital health services unable everyone to participate in new health system system. And in this slide, I put three essential element to fully realize democratization and decentralization off health care, health, literacy, data sharing and security, privacy and safety in addition, taken. In addition, technology is put at the bottom as a foundation off three point first. Health stimulus is obviously important because if people don't understand how the system works, what options are available to them or what are the pros and cons of each options? They can not navigate themselves and utilize the service. It can even cause a different disparity. Issue and secondary data must be technically flee to transfer. While it keeps interoperability ease. More options are becoming available to patient. But if data cannot be shared among stakeholders, including patient hospitals in strollers and budget your providers, patient data will be fragmented and people cannot yet continue to care which they benefited under current centralized care system. And this is most challenging part. But the last one is that the security aspect more players will involving decentralized health care outside of conventional healthcare system. So obviously, both the number of healthcare channels and our frequency of data sharing will increase more. It's create ah, higher data about no beauty, and so, under the new health care framework, we needed to ensure patient privacy and safety and also re examine a Scott write lines for sharing patient data and off course. Corbett Wasa Stone Catalyst off this you saved. But what folly. Our drivers in Macro and Micro Perspective from Mark Lowe. The challenges in healthcare system have been widely recognized for decades, and now he's a big pain. The pandemic reminded us all the key values. Misha, our current pain point as I left the church shores. Those are increasing the population, health sustainability for doctors and other social system and value based care for better and more affordable care. And all the elements are co dependent on each other. The light chart explained that providing preventive care and Alan Dimension is the best way threes to meet the key values here. Similarly, the direction of community based care and about your care is in line with thes three values, and they are acting to maximize the number of beneficiaries form. A micro uh, initiative by nonconventional players is a big driver, and both CBS and Walmart are being actively engaged in healthcare healthcare businesses for many years. And CBS has the largest walking clinic called MinuteClinic, Ottawa 1100 locations, and Walmart also has 20 primary clinics. I didn't talk to them. But the most interesting things off their recent innovation, I believe, is that they are adjusted and expanded their focus, from primary care to community health Center to out less to every every customer's needs. And CBS Front to provide affordable preventive health and chronic health monitoring services at 1500 CBS Health have, which they are now setting up and along a similar line would Mark is deploying Walmart Health Center, where, utilizing tech driven solutions, they provide affordable one stop service for core healthcare. They got less, uh, insurance status. For example, more than 40% of the people in U. S visit will not every big, so liberating the huge customer base and physical locations. Both companies being reading decentralization off health care and consumer device company such as Apple and Fitbit also have helped in transform forming healthcare in two ways. First, they are growing the boundaries between traditional healthcare and consumer product after their long development airport available, getting healthcare device and secondary. They acted as the best healthcare educators to consumers and increase people's healthcare awareness because they're taking an important role in the enhancement, health, literacy and healthcare democratization. And based on the story so far, I'd like to touch to business concept which can be applied to both Japan and the US and one expected change. It will be the emergence of data integration plot home while the telehealth. While the healthcare data data volume has increased 15 times for the last seven years and will continuously increase, we have a chance to improve the health care by harnessing the data. So meaning the new system, which unify the each patient data from multiple data sources and create 360 degrees longitudinal view each individual and then it sensitized the unified data to gain additional insights seen from structure data and unable to provide personal lives care. Finally, it's aggregate each individual data and reanalyzed to provide inside for population health. This is one specific model I envision. And, uh, health care will be provided slew online or offline and at the hospital or detail store. In order to amplify the impact of health care. The law off the mediator between health care between hospital and citizen will become more important. They can be a pharmacy toe health stand out about your care providers. They provide wide range of fundamental care and medication instruction and management. They also help individuals to manage their health care data. I will not explain the details today, but Japan has similar challenges in health care, such as increasing healthcare expenditure and lack of doctors and care givers. For example, they people in Japan have physical physician visit more than 20 times a year on average, while those in the U. S. On >>the do full times it sounds a joke, but people say because the artery are healthy, say visit hospitals to see friends. So we need to utilize thes mediators to reduce cost while they maintained social place for citizens in Japan, the government has promoted, uh, usual family, pharmacist and primary doctors and views the community based medical system as a policy. There was division of dispensing fees in Japan this year to ship the core load or pharmacist to the new role as a health management service providers. And so >>I believe we will see the change in those spaces not only in the U. S, but also in Japan, and we went through so unprecedented times. But I believe it's been resulting accelerating our healthcare transformation and creating a new business innovation. And this brings me to the end of my presentation. Thank you for your attention and hope you could find something somehow useful for your business. And if you have any questions >>or comments, please for you feel free to contact me.

>>Hi, everyone. Good afternoon. Thank you for joining this session. I feel honored to be invited to speak here today. And I also appreciate entity research Summit members for organ organizing and giving this great opportunity. Please let me give a quick introduction. First, I'm a Takashi from Marvin American population, and I'm leading technology scouting and global ation with digital health companies such as Business Alliance and Strategically Investment in North America. And since we started to focus on this space in 2016 our team is growing. And in order to bring more new technologies and services to Japan market Thesis year, we founded the new service theories for digital health business, especially, uh, in medical diagnosis space in Japan. And today I would like to talk how health care has been transformed for my micro perspective, and I hope you enjoy reasoning it. So what's happened since the US identify the first case in the middle of January, As everyone knows, unfortunately, is the damaged by this pandemic was unequal amongst the people in us. It had more determined tal impact on those who are socially and economically vulnerable because of the long, long lasting structural program off the U. S. Society and the Light Charity about daily case rating elevator country shows. Even in the community, the infection rate off the low income were 4.5 times higher than, uh, those of the high income and due to czar straight off the Corvette, about 14 million people are unemployed. The unique point off the U. S. Is that more than 60% of insurance is tied with employment, so losing a job can mean losing access to health care. And the point point here is that the Corvette did not create healthcare disparity but, uh nearly highlighted the underlying program and necessity off affordable care for all. And when the country had a need to increase the testing capacity and geographic out, treat the pharmacies and retails joined forces with existing stakeholders more than 90% off the U. S Corporation live within five miles off a community pharmacy such as CVS and Walgreen, so they can technically provide the test to everyone in all the community. And they also have a huge workforce memory pharmacist who are eligible to perform the testing scale, and this very made their potential in community based health care. Stand out and about your health has provided on alternative way for people to access to health care. At affordable applies under the unusual setting where social distancing, which required required mhm and people have a fear of infection. So they are afraid to take a public transportacion and visit >>the doctor the same thing supplied to doctor and the chart. Here is a number of total visit cranes by service type after stay at home order was issued across the U. S. By Ali April patient physical visits to doctor's offices or clinics declined by ALAN 70%. On the other hand, that share, or telehealth, accounted for 25% of the total total. Doctor's >>visit in April, while many states studied to re opening face to face visit is gradually recovering. And overall Tele Health Service did not offset the crime. Physician Physical doctor's visit and telehealth John never fully replace in person care. However, Telehealth has established a new way to provide affordable care, especially to vulnerable people, and I don't explain each player's today. But as an example, the chart shows the significant growth of >>the tell a dog who is one of the largest badger care and tell his provider, I believe there are three factors off paradox. Success under the pandemic. First, obviously tell Doc could reach >>the job between those patients and doctors. Majority of the patients who needed to see doctors who are those who have underlying health conditions and are high risk for Kelowna, Bilis and Secondary. They showed their business model is highly scalable. In the first quarter of this year, they moved quickly to expand their physical physicians network to increase their capacity and catch up growing demand. To some extent, they also contributed to create flexible job for the doctors who suffered from Lydia's appointment and surgery. They utilized. There are legalism to maximize the efficiency for doctors and doing so, uh, they have university maintained high quality care at affordable applies Yeah, and at the same time, the government recognize the body of about your care and de regulated traditional rules to sum up she m s temporary automated to pay a wide range of tell Her services, including hospital visit and HHS temporarily waived hip hop minorities for telehealth cases and they're changed allowed provider to use communication tools such as facetime and the messenger. During their appointment on August start, the government issued a new executive order to expand tell his services beyond the pandemic. So the government is also moving to support about your health care. So it was a quick review of the health care challenges and somewhat advancement in the pandemic. But as you understand, since those challenges are not caused by the pandemic, problems will stay remain and events off this year will continuously catalyze the transformation. So how was his cherished reshaped and where will we go? The topic from here can be also applied to Japan market. Okay, I believe democratization and decentralization healthcare more important than ever. So what does A. The traditional healthcare was defined in a framework over patient and a doctor. But in the new normal, the range of beneficiaries will be expanded from patient to all citizens, including the country uninsured people. Thanks to the technology evolution, as you can download health management off for free on iTunes stores while the range of the digital health services unable everyone to participate in new health system system. And in this slide, I put three essential element to fully realize democratization and decentralization off health care, health, literacy, data sharing and security, privacy and safety in addition, taken. In addition, technology is put at the bottom as a foundation off three point first. Health stimulus is obviously important because if people don't understand how the system works, what options are available to them or what are the pros and cons of each options? They can not navigate themselves and utilize the service. It can even cause a different disparity. Issue and secondary data must be technically flee to transfer. While it keeps interoperability ease. More options are becoming available to patient. But if data cannot be shared among stakeholders, including patient hospitals in strollers and budget your providers, patient data will be fragmented and people cannot yet continue to care which they benefited under current centralized care system. And this is most challenging part. But the last one is that the security aspect more players will involving decentralized health care outside of conventional healthcare system. So obviously, both the number of healthcare channels and our frequency of data sharing will increase more. It's create ah, higher data about no beauty, and so, under the new health care framework, we needed to ensure patient privacy and safety and also re examine a Scott write lines for sharing patient data and off course. Corbett Wasa Stone Catalyst off this you saved. But what folly. Our drivers in Macro and Micro Perspective from Mark Lowe. The challenges in healthcare system have been widely recognized for decades, and now he's a big pain. The pandemic reminded us all the key values. Misha, our current pain point as I left the church shores. Those are increasing the population, health sustainability for doctors and other social system and value based care for better and more affordable care. And all the elements are co dependent on each other. The light chart explained that providing preventive care and Alan Dimension is the best way threes to meet the key values here. Similarly, the direction of community based care and about your care is in line with thes three values, and they are acting to maximize the number of beneficiaries form. A micro uh, initiative by nonconventional players is a big driver, and both CBS and Walmart are being actively engaged in healthcare healthcare businesses for many years. And CBS has the largest walking clinic called MinuteClinic, Ottawa 1100 locations, and Walmart also has 20 primary clinics. I didn't talk to them. But the most interesting things off their recent innovation, I believe, is that they are adjusted and expanded their focus, from primary care to community health Center to out less to every every customer's needs. And CBS Front to provide affordable preventive health and chronic health monitoring services at 1500 CBS Health have, which they are now setting up and along a similar line would Mark is deploying Walmart Health Center, where, utilizing tech driven solutions, they provide affordable one stop service for core healthcare. They got less, uh, insurance status. For example, more than 40% of the people in U. S visit will not every big, so liberating the huge customer base and physical locations. Both companies being reading decentralization off health care and consumer device company such as Apple and Fitbit also have helped in transform forming healthcare in two ways. First, they are growing the boundaries between traditional healthcare and consumer product after their long development airport available, getting healthcare device and secondary. They acted as the best healthcare educators to consumers and increase people's healthcare awareness because they're taking an important role in the enhancement, health, literacy and healthcare democratization. And based on the story so far, I'd like to touch to business concept which can be applied to both Japan and the US and one expected change. It will be the emergence of data integration plot home while the telehealth. While the healthcare data data volume has increased 15 times for the last seven years and will continuously increase, we have a chance to improve the health care by harnessing the data. So meaning the new system, which unify the each patient data from multiple data sources and create 360 degrees longitudinal view each individual and then it sensitized the unified data to gain additional insights seen from structure data and unable to provide personal lives care. Finally, it's aggregate each individual data and reanalyzed to provide inside for population health. This is one specific model I envision. And, uh, health care will be provided slew online or offline and at the hospital or detail store. In order to amplify the impact of health care. The law off the mediator between health care between hospital and citizen will become more important. They can be a pharmacy toe health stand out about your care providers. They provide wide range of fundamental care and medication instruction and management. They also help individuals to manage their health care data. I will not explain the details today, but Japan has similar challenges in health care, such as increasing healthcare expenditure and lack of doctors and care givers. For example, they people in Japan have physical physician visit more than 20 times a year on average, while those in the U. S. On the do full times it sounds a joke, but people say because the artery are healthy, say visit hospitals to see friends. So we need to utilize thes mediators to reduce cost while they maintained social place for citizens in Japan, the government has promoted, uh, usual family, pharmacist and primary doctors and views the community based medical system as a policy. There was division of dispensing fees in Japan this year to ship the core load or pharmacist to the new role as a health management service providers. And so I believe we will see the change in those spaces not only in the U. S, but also in Japan, and we went through so unprecedented times. But I believe it's been resulting accelerating our healthcare transformation and creating a new business innovation. And this brings me to the end of my presentation. Thank you for your attention and hope you could find something somehow useful for your business. And if you have any questions >>or comments, please for you feel free to contact me. Thank you.

>> From the SiliconANGLE Media Office in Boston, Massachusetts, it's theCUBE. Now, here's your host, Dave Vellante. >> Hello everyone and welcome to this week's episode of theCUBE Insights, powered by ETR. In this Breaking Analysis I want to lay out my 2020 predictions using insights gleaned from theCUBE blended with ETR spending data. You know, 2019 marked our 10th year of doing theCUBE. Over that time we've had the pleasure of covering nearly 1000 events and milestones, including the exit from the great softness of 2008 and 2009. You know theCUBE has extensively tracked a 10 year bull market. We've covered the era of data. We saw the rise and profitless prosperity of the big data and opensource Hadoop movement, where we predicted the practitioners, not vendors, would benefit the most from big data. We've covered many dozens of acquisitions including the 60 billion dollar chess move made by Michael Dell acquiring EMC, and a launch of hundreds of startups in flash, hyper-converged, big data, AI, blockchain, crypto, security and SaaS. There'll be other days to talk about theCUBE and review that, today's all about predicting the future, using spending data and insights from the thousands of interviews we've done on theCUBE. So let's get right into the ETR data and start with the high-level spending. Remember in October, ETR released its survey results and stated that we're coming out of a multiyear investment cycle in digital transformation. Enterprise IT buyers have learned what works, and on which technologies they're going to double down. They're now narrowing their investments on emerging technologies, picking those winners for the next gen tech, and at the same time, they're cutting redundancies from legacy players that they were keeping on as a hedge. Buyers are picking bundled suites from a handful of mega vendors, and solidifying their investments. We're seeing a multi-generational dynamic repeat itself, where buyers are creating a balance between the convenience of packaged offerings, i.e. bundles, and leveraging best of breed technologies to drive innovation. So on balance, the ETR data shows that a contraction in spending and tepid CIO sentiment is impacting both emerging vendors as well as traditional players, and these trends are most pronounced in the very largest organizations, which have always been the best bellwether in ETR's data sets. Let me share with you what one IT executive said recently that I think really sums up the situation quite well. He said, "ETR's findings mirror what we're doing today, "in that we spend most of 2018 bringing in "a lot of the new, core technology. "I believe what you're seeing now is not a lull in spend, "but an operationalization of what we've already purchased. "We're not spending on what's next yet, "because we're still rolling out what we just bought." This is from a VP of global IT at a large public manufacturing company, I said he, it could be a she as well. I think that she's summing it up correctly, and it reflects many of what customers on theCUBE tell us. Now, let's take a look at the macroeconomy. GDP growth is going to come in at about 2.3% this year, give or take. It's not going to hit the Trump administration's goal of 3% plus, but consumers are clearly powering steady growth. At least for now. IT spending should grow at about a point or two above GDP, so let's put that at, say, 4%. We're right in the middle of a Santa Claus rally, and the S&P is above 3200 today. Tech has been a powerful tailwind for stocks, and I think stocks, tech stock's going to take a breath in early 2020, but I expect continued strong growth in the economy and tech spending after a Q1 pause. I could see the S&P flirting with 3700 or even higher in 2020, and I think the tech sector will be a benefactor of that momentum, providing an impetus for continued growth. Here's my thinking on that. So much of 2020 is going to be about the election, and to me the election is going to be really about the economy. And I predict the economy is going to remain steady. And as the IT leader I quoted earlier said, customers will be operationalizing what's been previously purchased. Here's what's different in 2020. Tech projects have historically been very risky investments, and have required higher internal rates of return, IRRs, to get approved by CFOs. But the cloud has altered two factors. One, is that it's allowed more experimentation for way less money. The second is cloud, by shifting CAPEX to OPEX, allows for much more incremental, lower risk investments. So I think you'll see continued steady growth, powered by the cloud, which allows experimentation, and importantly higher hit rates of success. These successful projects will throw off cash for companies, and CFOs are getting on board because they realize it's driving innovation. They also realize that IT does matter, maybe not in the form that Nick Carr envisioned, but a new generation of IT that creates competitive advantage. This brings me to my first main prediction, which is the growth of cloud computing is going to moderate, but the cloud will continue to steal significant share from on-prem spending. Now the narrative that the pendulum is swinging back in my view, is a false narrative. Rather, the pendulum has swung, and the cloud is the underpinning of innovation. Now having said that, I do think we're seeing a bit of an equilibrium in spending, where buyers have identified those workloads that are going to remain on-prem, which is why you see, for example, AWS, Azure, and Google making moves in hybrid. Hybrid slash on-prem offerings. What this chart here shows from ETR, so from 2010 through October '19 survey on cloud spending, I had to block out the 2020 survey as it's currently in the field, I'm not allowed to show that data. The yellow line is market share, which in ETR parlance, as you remember, is pervasiveness, or mentions in their survey. The blue line is spending momentum, measured as net score, which essentially subtracts the percent of customers spending less from those spending more. The long, steady march of cloud, as you can see, continues, and there's no indication that it's going to abate. That said, the penetration of cloud has become much more meaningful, so share gains will be more hard-fought for the cloud guys. Now, you may see this as a non-prediction, or a hedge. It's not, let me be clear. Cloud will continue to steal share from on-prem, but share gains for the cloud vendors will be more difficult. Which brings me to part B of this prediction. What I'm showing in this chart is market share from ETR's January 2016 survey through October '19. And I'm showing spending for three on-prem vendors within AWS, Azure, and Google Cloud accounts. And I'm picking on Oracle, IBM, and Dell EMC as three prominent on-prem proxies, and you can see the steady decline in market share for these companies. And even though there's a bit of an uptick in October, I don't see this as a reversal. What's going to happen is that traditional on-prem vendors are going to step up their cloud strategies. Specifically with multicloud management. This is going to be the case with Dell, who's going to leverage VMware, and in the case of IBM, they'll try to take advantage of Red Hat in that multicloud game. Now both IBM and Oracle, who each have public clouds are going to dig their heels in, they're going to get customers in a headlock, and provide big financial incentives for them to use their captive clouds. All right, so with the high-level spending comments that I made earlier, and that cloud discussion that we just had as a backdrop, the question is, which companies will do well in the coming year? I'm going to call out five companies, that I want to highlight where the ETR data intersects what we're seeing on theCUBE. The prediction is these five players will do well in 2020, they're going to power through any downturn in spending, and they're going to thrive in the face of the cloud share shift. So the chart here shows data from the ETR October 2019 survey, and it lays out net score or spending momentum for these companies, that I am predicting will be winners in 2020 and beyond. And the five companies are UIPath, Snowflake, Databricks, HashiCorp, and Rubrik. Let me start with UIPath. They are the leader in robotic process automation. I think RPA is going to do well even in a downturn, because more companies will be looking to automate and save money, even in a softer climate. Automation Anywhere is another player in this space, they're doing pretty well, and I predict that UIPath will come out on top of this space, but both UIPath and Automation Anywhere can thrive. Next company is Snowflake, they are changing the analytic database market, and I've covered them before in previous Breaking Analysis segments. They are going to continue to grow nicely in my view. They are 100% cloud-based, and they participate in all popular cloud platforms. Now ironically, they compete with AWS RedShift, who continues to copy some of the innovations that Snowflake has popularized. But AWS and Snowflake are strong partners, so there's room for both companies to thrive. Snowflake especially, as they play in clouds other than just AWS. Which brings me to Databricks. We're seeing a new type of workload emerge in the cloud for modern analytic databases, where organizations are taking all this data that they have, lots of it in the cloud, and they're structuring it within a Snowflake database, or RedShift, and they're bringing Databricks tooling to the equation to be able to query and visualize the data in near real time. Now of course, as I say, AWS plays here with RedShift, and they're selling a lot of EC2, so they love Snowflake. All major cloud players are seeing this type of workload enter the mix, and it's going to be a strong area of growth in 2020 and beyond. Next thing I want to talk about is HashiCorp. HashiCorp is capitalizing on this trend toward cloud-native computing. The company provides opensource tooling for developers, and is all about simplifying application deployment independent of the underlying platform, whether it's virtual, container, or cloud. Five years ago, the players in the space that got all the attention on theCUBE were Chef, Puppet, Ansible and Salt, and today, especially again on theCUBE, you hear the most about Hashi and Ansible, and in fact we were at AnsibleFest with theCUBE, and we heard lots about HashiCorp, so they both complement and compete with the older players. To me, this reminds me of Spark within the Hadoop ecosystem. Hashi has raised about 174 million in VC, and as you can see they have very strong spending momentum in the ETR dataset, with a net score, as shown, of 63%. Now finally, I want to talk about Rubrik, which has been a consistent performer in the ETR dataset. They're trying to transform backup into data management as a discipline. They compete with established players in the data protection space, guys like Veritas, Dell EMC, IBM and CommVault. Now Rubrik is not the only new or newish player here, that's doing very well, Cohesity, who's relatively new, Veeam, which has been around for a decade, both doing very well and showing up strong in ETR surveys, especially Veeam, but Rubrik has been a consistently strong performer and has been outpacing the others, so I want to call them out. Look for these five to do very well in 2020, and into the next decade. So that brings me to my next prediction, I want to talk about Kubernetes. This prediction is twofold. Kubernetes is going to continue its strong showing as this data from ETR shows. This is Kubernetes' market share in the October 2019 survey, so Kubernetes spend had a 76% net score. So very very strong. But the other part of the prediction is that Kubernetes will become embedded into virtually every platform, and people will stop thinking about it as a separate market. Already today, there's little discussion of the idea of a Kubernetes distro, I mean Anthos is an example of a Kubernetes stack, but it can be run in the cloud, it can be run on-prem, anywhere. VMware Tanzu, Microsoft Azure Arc are other examples, they're really not stacks, but they're management platforms that can manage anyone's Kubernetes instances. I like to think of this as kind of like flash. You remember when everyone looked at flash storage as a separate market, well today it's just embedded everywhere. And that's kind of what's happening with Kubernetes. So spending momentum is going to continue to be strong, but by 2023, Kubernetes will be ubiquitous, and not really thought of as a separate entity. All right, for my next prediction, I want to talk about cybersecurity. I did a Breaking Analysis earlier this year on security, and I showed this slide. And as you can see, I've added a little something in the red stars for my prediction. So what this chart shows is two views of net score, the left-hand side shows the ranking by net score, and you can see CrowdStrike, Okta, Shape Security, which was just, by the way, bought by F5, that was an announcement. Twistlock, which is now Palo Alto Networks, and you can see the others down that list. On the right-hand side is net score, but it's ranked by shared N, which is a measure of pervasiveness in the ETR dataset. What I've added is the four star companies, that is those companies that have both spending momentum and are pervasive in the ETR survey. So the prediction is 2020 we'll see the four star companies maintain their position and gain strength in 2020. These include established players with portfolios where they can bundle like Microsoft, Cisco, Palo Alto Networks, Splunk, Proofpoint, Fortinet, and CyberArk Software. And then the newer companies like Okta and CrowdStrike are going to continue to gain share faster than the larger players. Now you also may see companies like SailPoint, Illumio, and SentinelOne emerge as four star companies over the next 24 months. Now the one company that's not on this list that is a major player in security is AWS. AWS is the cloud security leader, and is in a category all by itself in many ways. As I said in my security segment earlier this year, the market is incredibly fragmented, and it's going to stay that way. Each year we look back and say "Did we spend more on security?" and "Are we more safe?" And every year the answer is yes, and no. And 2020 will be no different. Now if you look at the various data sources, we spend approximately 120 billion dollars annually on cybersecurity. The worldwide economy is about 85 trillion in dollar terms, so on balance, we spend about .14% on securing our economy, so we're barely scratching the surface. The market is going to remain highly fragmented, the rich will get richer if they have four stars, new players will continue to enter the space, and M&A will continue to be robust. Now if you exclude my long shot that the S&P will break through 3700 next year, that makes nine predictions. For my 10th and final prediction, I don't have hard data from ETR, but I have a strong opinion on this, and that is that the edge will be won by developers, you've heard me talk about this before. Specifically, platforms like Outposts, which are essentially programmable infrastructure which bring a cloud development platform to the edge, is how that space will evolve. It won't be won by shoving traditional servers and storage boxes out to the edge. Rather, it will grow by coders being able to build new applications and workloads on top of infrastructure as code. Okay, that wraps up my 2020 predictions. I'd very much like to hear your opinion, so you can leave your thoughts or your own predictions in the comments sections of this video, or go to my LinkedIn posts. You can reach me @DVellante on Twitter, love to hear your thoughts. And don't forget, this series is available on iTunes, Spotify, and other podcast platforms for your listening pleasure. I'd like to wish everyone a safe and restful holiday season and a prosperous, healthy 2020. Enjoy your families, enjoy this time, this is Dave Vellante, signing out from the latest episode of theCUBE Insights powered by ETR, thanks for watching, everybody. We'll see you next time. (techno music)

>>long from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Hey, welcome back to the cubes. Coverage of AWS 19 from Las Vegas. This is Day two of our coverage of three days. Two sets, lots of cute content. Lisa Martin here with Justin Warren, founder and chief analyst. A pivot nine. Justin and I are joined by a couple of guests New to the Cube. We've got David Meister next to meet Global head of sales for Io Tahoe. Welcome. Eddie Edwards with a cool name. Global Data Service is director from Direct Energy. Welcome, Eddie. Thank you. Okay, So, David, I know we had somebody from Io Tahoe on yesterday, but I'd love for you to give her audience an overview of Io Tahoe, and then you gotta tell us what the name means. >>Okay. Well, day pie stir. Io Tahoe thinks it's wonderful event here in AWS and excited to be here. Uh, I, oh, Tahoe were located in downtown on Wall Street, New York on and I Oh, Tahoe. Well, there's a lot of different meanings, but mainly Tahoe for Data Lake Input output into the lake is how it was originally meant So But ah, little background on Io Tahoe way are 2014. We came out way started in stealth came out of stealth in 2017 with two signature clients. When you're going to hear from in a moment direct energy, the other one g e and we'll speak to those in just a moment I owe Tahoe takes a unique approach way have nine machine learning machine learning algorithms 14 future sets that interrogates the data. At the data level, we go past metadata, so solving that really difficult data challenge and I'm gonna let Eddie describe some of the use cases that were around data migration, P II discovery, and so over to you >>a little bit about direct energy. What, you where you're located, What you guys do and how data is absolutely critical to your business. Yeah, >>sure. So direct energy. Well, it's the largest residential energy supplier in the er us around 5000 employees. Loss of this is coming from acquisitions. So as you can imagine, we have a vast amount of data that we need some money. Currently, I've got just under 1700 applications in my portfolio. Onda a lot. The challenges We guys are around the cost, driving down costs to serve so we can pass that back onto our consumers on the challenge that with hard is how best to gain that understanding. Where I alter whole came into play, it was vainly around off ability to use the products quickly for being able to connect to our existing sources to discover the data. What, then, that Thio catalog that information to start applying the rules around whether it be legislation like GDP, are or that way gets a lot of cases where these difference between the states on the standings and definitions so the product gives us the ability to bring a common approach So that information a good success story, would be about three months ago, we took the 30 and applications for our North America home business. We were able to running through the product within a week on that gave us the information to them, consolidate the estate downwards, working with bar business colleagues Thio, identify all the data we don't see the archival retention reels on, bring you no more meaning to the data on actually improve ourselves opportunities by highlights in that rich information that was not known >>previously. Yes, you mentioned that you growing through acquisition. One thing that people tend to underestimate around I t. Is that it's not a heterogeneous. It's not a homogeneous environments hatred genius. Like as soon as you buy another company, you've got another. You got another silent. You got another day to say. You got something else. So walk us through how iota who actually deals with that very disparity set of data that you've night out inherited from just acquiring all of these different companies? >>Yeah, so exactly right. You know, every time we a private organization, they would have various different applications that were running in the estate. Where would be an old article? I say, Hey, sequel tap environment. What we're able to do is use the products to plug in a name profile to understand what's inside knowledge they have around their customer base and how we can number in. That's in to build up a single view and offer additional products value adding products or rewards for customers, whether that be, uh on our hay truck side our heat in a ventilation and air con unit, which again we have 4600 engineers in that space. So it's opening up new opportunities and territories to us. >>Go ahead, >>say additionally to that, we're across multiple sectors, but the problem death by Excel was in the financial service is we're located on Wall Street. As I mentioned on this problem of legacy to spirit, data, sources and understanding, and knowing your data was a common problem, banks were just throwing people at the problem. So his use case with 1700 applications, a lot of them legacy is fits right into what we d'oh and cataloging is he mentioned. We catalogue with that discover in search engine that we have. We enable search cross enterprise. But Discovery we auto tag and auto classify the sensitive data into the catalog automatically, and that's a key part of what we do. And it >>was that Dave is something in thinking of differentiation, wanting to know what is unique about Iota. What was the opportunity that you guys saw? But is the cataloging and the sensitive information one of the key things that makes it a difference >>Way enabled data governance. So it's not just sensitive information way catalog, entire data set multiple data sets. And what makes us what differentiates us is that the machine learning way Interrogate in brute force The data So every single so metadata beyond so 1,000,000,000 rose. 100,000 columns. Large, complex data sets way. Interrogate every field value. And we tell you what this looks like A phone number. This looks like an address. This looks like a first name. This looks like the last name and we tagged at to the catalog. And then anything that sensitive in nature will color coded red green, highly sensitive, sensitive. So that's our big differentiator. >>So is that like 100% visibility into the granularity of what is in this data? >>Yes, that's that's one of the issues is who were here ahead of us. We're finding a lot of folks are wanting to go to the cloud, but they can't get access to the data. They don't know their data. They don't understand it. On DSO where that bridge were a key strategic partner for aws Andi we're excited about the opportunity that's come about in the last six months with AWS because we're gonna be that key geese for migration to the cloud >>so that the data like I love the name iota, How But in your opinion, you know, you could hear so many different things about Data Lake Data's turning into data Swamp is there's still a lot of value and data lakes that customers just like you're saying before, you just don't know what they have. >>Well, what's interesting in this transition to one of other clients? But on I just want to make a note that way actually started in the relational world. So we're already a mess. We're across header genius environment so but Tahoe does have more to do with Lake. But at a time a few years back, everybody was just dumping data into the lake. They didn't understand what what was in there, and it's created in this era of privacy, a big issue, and Comcast had this problem. The large Terry Tate instance just dumping into the lake, not understanding data flows, how they're data's flowing, not understanding what's in the lake, sensitivity wise, and they want to start, you know they want enable b I. They want they want to start doing analytics, but you gotta understand and know the data, right? So for Comcast, we enable data ops for them automatically with our machine learning. So that was one of the use cases. And then they put the information and we integrated with Apache Atlas, and they have a large JW aws instance, and they're able to then better govern their data on S O N G. Digital. One other customer very complex use case around their data. 36 e. R. P s being migrated toe one virtually r p in the lake. And think about finance data How difficult that is to manage and understand. So we were a key piece in helping that migration happen in weeks rather than months. >>David, you mentioned cloud. Clearly weird. We're at a cloud show, but you mentioned knowing your data. One of the aspect of that cloud is that it moves fast, and it's a much bigger scale than what we've been used to. So I'm interested. Maybe, Eddie, you can. You can fill us in here as well about the use of a tool to help you know your data when we're not creating any less stated. There's just more and more data. So at this speed and this scale, how important is it that you actually have tooling to provide to the to the humans who have to go on that operate on all of this data >>building on what David was saying around the speed in the agility side, you know, now all our information I would know for North America home business is in AWS Hold on ns free bucket. We are already starting work with AWS connect on the call center side. Being able to stream that information through so we're getting to the point now is an organization where we're able to profile the data riel. Time on. Take that information Bolts predict what the customers going going to do is part that machine learning side. So we're starting to trial where we will interject into a call to say, Well, you know, a customer might be on your digital site trying to do a journey. You can see the challenges around data, and you could Then they go in with a chop using, say, the new AWS trap that's just coming through at the moment. So >>one of the things that opportunities I'm here. Sorry, Eddie is the opportunity to leverage the insights into the data to deliver more. You mentioned like customer words, are more personalized experience or a call center agent. Knowing this is the problem of this customer is experiencing this way. Have tried X, y and Z to resolve, or this customer is loyal to pay their bills on time. They should be eligible for some sort of reward program. I think consumers that I think amazon dot com has created us this demanding consumer that way expect you to know us. I expect you to serve us up things that you think we want. Talk to me about the opportunity that I owe Ty was is giving your business to be able to delight customers in ways that you probably couldn't even have predicted? >>Well, they touched on the tagging earlier, you know, survive on the stunned in the data that's coming through. Being able to use the data flow technology on dhe categorizing were able than telling kidding with wider estate. So David mentioned Comcast around 36 e. R. P. You know, we've just gone through the same in other parts of our organization. We're driving the additional level of value, turning away from being a manually labor intensive task. So I used to have 20 architects that daily goal through trying to build an understanding the relationship. I do not need that now. I just have a couple of people that are able to take the outputs and then be able to validate the information using the products. >>And I like that. There's just so much you mentioned customer 360. Example at a call centre. There's so much data ops that has to happen to make that happen on. That's the most difficult challenge to solve. And that's where we come in. And after you catalogue the data, I just want to touch on this. We enable search for the enterprise so you're now connected to 50 115 100 sources with our software. Now you've catalogued it. You profiled it. Now you can search Karen Kim Kim Smith, So your your your engineers, your architect, your data stewards influences your business analysts. This is folks can now search anything they want and find anything sensitive. Find that person find an invoice, and that helps enable. But you mentioned the customer >>360. But I can Also. What I'm hearing is, as it has the potential to enable a better relationship between I t in the business. >>Absolutely. It brings those both together because they're so siloed. In this day and age, your data siloed and your business is siloed in a different business unit. So this helps exactly collaborate crowdsource, bring it all together. One platform >>and how many you so 1700 applications. How many you mentioned the 36 or so air peace. What percentage? If you can guess who have you been able to reduce duplicate triplicate at center applications? And what are some of the overarching business benefits that direct energy is achieving? >>So incentive the direct senator, decide that we're just at the beginning about journey. We're about four months in what? We've already decommissioned 12. The applications I was starting to move out to the wider side in terms of benefits are oh, I probably around 300% of the moment >>in a 300% r A y in just a few months. >>Just now, you know you've got some of the basic savings around the story side. We're also getting large savings from some of the existing that support agreements that we have in place. David touched on data Rob's. I've been able to reduce the amount of people that are required to support the team. There is now a more common on the standing within the organization and have money to turn it more into a self care opportunity with the business operations by pushing the line from being a technical problem to a business challenge. And at the end of the day, they're the experts. They understand the data better than any IittIe fault that sat in a corner, right? So I'm >>gonna ask you one more question. What gave you the confidence that I Oh, Tahoe was the right solution for you >>purely down Thio three Open Soul site. So we come from a you know I've been using. I'll tell whole probably for about two years in parts of the organization. We were very early. Adopters are over technologies in the open source market, and it was just the ability thio on the proof of concept to be able to turn it around iTunes, where you'll go to a traditional vendor, which would take a few months large business cases. They need any of that. We were able to show results within 24 48 hours on now buys the confidence. And I'm sure David would take the challenge of being able to plug in some day. It says on to show you the day. >>Cool stuff, guys. Well, thank you for sharing with us what you guys are doing. And I have a Iot Tahoe keeping up data Lake Blue and the successes that you're cheating in such a short time, but direct energy. I appreciate your time, guys. Thank you. Excellent. Our pleasure. >>No, you'll day. >>Exactly know your data. My guests and my co host, Justin Warren. I'm Lisa Martin. I'm gonna go often. Learn my data. Now you've been watching the Cube and AWS reinvent 19. Thanks for watching

>> from our studios in the heart of Silicon Valley. PALO ALTO, California It is a cute conversation, >> living welcome to this special Cuba conversation in Palo Alto, California We're here with our friends on Twitter and influences in the cloud computing edge and open source game. We have our distinguished power panel here talking about if every tech company, every company should be a tech company. And what does it mean in the air of a modern infrastructure? Police to have my kale with ct of everest dot org's from most Gatto's California Rob Hirschfeld, founder and CEO of Rock n Calling in From Where You Calling in from >> Austin, Texas. >> Austin, Texas. Good to have you and Mark Theo Who's with EJ Gravity brand New opportunity. Congratulations calling in Las Vegas. Thanks for coming in, guys. Thanks for spending the time on this cube power panel from the influencers. Always great to see you guys on Twitter with this morning. I woke up, was very active at a Crouch said earlier this morning. And Mark, you wrote a post that got my attention. So I think you hit a nerve that has been sparking around the Internets around the role of technology as couples, they're starting to rethink and building out there enterprise architectures in their businesses. And we're seeing some signals around cybersecurity. Dev Ops certainly has been kind of banging on this drum with cloud computing, and that is that the role of technology plays as a percentage of the business part of the business. And your tweet was simply put, you said every bit. If every business needs to become a tech business, it business has to decide to own its own infrastructure something of that effect, which which triggered me because it's like That's a good question. It isn't just a part of an organization supporting it. Tech is becoming much more instrumental. So I want to get your reaction. What was the motivation behind that tweet? What's your what's your What was your point around it? >> Yeah, I mean, like many of my tweets, they're poorly worded and rushed out, so you know, it's not as clear as it could have been. But the real point of the message wasn't Thio highlight that a technology company has to be all in the cloud or has to own its infrastructure, but rather as a company makes a change towards becoming a technology company. I mean, if we go back Thio you know, 1995 or 1996 when we wanted a library, we went to the library. But now we have Google. We didn't know that Google was gonna become an online the equivalent of a library. But it became a digital company before anybody asked for that solution or anybody was running that kind of solution in some sort of company format and then changed it over. But, you know, Google Facebook, Microsoft's into it. Adobe PayPal. We could go down the long list there. All I t cos in the end, whether you call the technology that they built to run their businesses engineering with a CTO or I t. Is the material. They are in fact, large giant I t organizations that do what they do to make money. And so, as more companies look to make the change as digital transformation takes hold as more efforts are presented to try to get a closer handle on customers to build loyalty with customers, create new engagement models, maybe at the edge, even in traditional application environments, then companies have to make a decision about how they're going toe oh, nightie and whether they're goingto own any portion of the infrastructure of I T. And if they're going to do that, then I don't think that there's any question that they have to own it. Atleast following a model of the way the large providers and the facebooks, et cetera have provided for us cannot continue. In other words, what I've been known to say before, we can't continue to throw more hardware and people at the problem. >> My mike, I want to get your thoughts on this because one of the things that I know you have been involved a lot with security on dhe I t. As well in security, which which is a canary in the coal mine. For a lot of these architectural decisions are all kind of looking at how they hire and build on premise in house around tech stacks. And one of the things that became apparent to me at Amazon Aws reinforce, which is their Amazons first cloud security conference, was most of the ceases. When I talk privately was saying, we don't really believe in multi cloud. We have multiple clouds, but We're investing in people on certain stacks that fit our guiding principles of what we're building as a company. And they said we then go to the suppliers and saying, Here's the AP eyes we want you to support So you start to see the shift from being hiring the general purpose software vendors to come in and supply them with I t stuff Were hardware. As Mark pointed out, too much more, the customer saying No, no, this is our spec build that we built it. And so the trend that points to the trend of a reinvestment of building tech at the core of the business, which would imply to Mark's point around their tech companies. What's your thoughts on this? >> So a nuance. My answer. I think their tech enabled companies more than tech companies like Tech is enabling, whether it's Google or into it or pay power of the other companies. Mark mentioned technologies the base of their companies stack, um, then to go into your security portion, security has to be architected and embedded into the core solutions not bolted on after the fact with vendor solutions like it is today, and I think we've proven time and time again, including the capital one issue as a day or two ago that the current approaches are not working. And, uh, I agree with whomever See says you've been talking thio like being driving a P I integrations and be consumptive of them and telling what you need to build is a much better approach. Would you want to build a custom house with that actually talking to your builder and finding out later? What? What features and pictures have been installed in your home. But what do you wanna have a hand in that from the ground up? I think that's the mischief. >> Well, I want to come back to the capital. One point that's gonna be a separate talk track. So let's hold that thought. Rob, I want to go to you. Because StarBeat Joel, whose prolific on these threads you know, posting is nice Twitter cards on their um, he said, If you know, talk about leasing out extra capacity in a private data centers question Mark, you know, teasing out the question. And then Ben Haines responded and said, Why the hell would you want to be in that business when you have a real business to run again to what Mark was saying about, You know, Tech is going to be everywhere. Why should I even be in the data center? Because I don't want to be in that business. I gotta figure out Tech for the business. So Ben kind of brings that practitioner perspective. What's your thought? Because you're in the middle of this with the devil's movement. Bare metal, big part of it, Your thoughts. >> Yeah, And that's why we really focus on fixing the bear mental problem. Andi, I want to come back to where a bear metal fits with all this because you really can't get away from bare metal. I think the first question is really is every day to send is every business in I t business. And you know, not every business is a Google and strictly a nighty business. But what we're seeing with machine learning and Internet of things and just extension of what was traditionally siloed I t or data center, I t into everyday operations. You can't get away from the fact that if you're not able to take in the data, work with the data, manipulate and understand what your customers were doing. Then you are going to be behind. That's That's how you're gonna lose. You're gonna be out of business on. So I think that what we're doing is we're redefining business into not just a product that you're selling, but understanding how your customers air interacting with that product, what value they're getting from it. We really redefined supply chain in a very transformative way compared to anything else. And that's an I T enabled transformation. >> Ben brings up a good point, but the Brent wanted Friends Point is essentially teasing out mark and yourself a bare metal. All this stuff is complicated. Cut and make investments. Ben's teasing as What the hell business do you want to be in? I think that becomes a lot of this digital transformation. Conversation is Hey, Cloud is an easy decision. We were start up 10 years ago. We don't have I t. We have 50 plus people on growing. We're all in the cloud. That's fine for us. Dropbox started in the cloud. All these guys started class. It's easy as hell to do it. No, no debate there. But as you start thinking, Maurin Maur integration as a big enterprise which wasn't born in the cloud. This is where the transformations happening is what business? What the hell they doing? What's what's the purpose of their >> visit? Yeah, but the reality of you, a cloud infrastructure and how cloud infrastructure is structured does not really take you away from owning how you operate and run that infrastructure, right Amazons than an amazing marketing job of telling everybody that they're not smart enough to run their own infrastructure. And it's just not true way definitely let operations get very lax. We built up a lot of technical debt that we we need to be able to fix. An Amazon walked in and said, This is too hard for you. Let us take it off your plate. But the reality is people using Amazon still have toe owned their operations of that infrastructure. The capital one didn't doesn't get to just get a pass and say, I used Amazon. Oh, well, Too bad. Talk to them. You still own your infrastructure. >> Technically, it wasn't Amazons fall, so let's get the capital. One is this brings up a good point. Converged infrastructure was the Holy Grail, savior for the I t If you go back when we started doing Cuba interviews, stupidity and I would talk about converged is awesome. You got Nutanix kicked ass and grew like crazy. And so then you have the converge kind of meat's maker. When it sees the cloud, it's like, OK, I got great converged infrastructure, but yet the breach on capital one had nothing to do with a W s. It was basically an s three bucket that the firewall Miss configured. So it was really Amazon was a victim of its simplicity there. I mean, there's a >> I mean, this is this is what we're talking about with. To me with this tweet is that we need to look, we need to be better at operating the infrastructure we have, whether it's Amazon or physical assets on your premises. What we've really done is we've eroded our ability to manage those pieces well and do it in a way that builds on itself. And so as soon as we can get on improvement there, I mean, this this is where I went with this threat is if we can really improve our operational efficiency with the infrastructure we have, whether it's in the cloud on premises. You create benefits there than everything you build on top of that is gonna have a nim prove mint, right. We're gonna change the way we look at infrastructure. Amazons already done that on. We think about infrastructure in cloud terms, but I don't think that what they've done is the end destination. They just taught us how to be better running infrastructure. >> Well, it brings up that it brings up the point, and I have so Mike shaking his head to get his thought and mark on this. If I is that I tease problem our operational technologies problem because the world's not as simple as it used to be. It was not. It wasn't. It's not simple. You got edge. You get externally incest cloud players now multi cloud. So information technology teams and operational technology teams whose fault is it? Who is responsible thing? Could you just had a AI bots managing the the filtering and access to history buckets that could have been automated away? What, Whose problem was it? Operations, technology or I t. >> So that I think, to touch upon what Rob was talking about. There's my chain and technology, uh, from the classic sound byte is people process and technology. The core cause of literally every security breach, including capital one is a lack of sophisticated process and the root cause being people, and there's no amount of a I currently that can fix that. So you have to start focusing on your operational supply chain processes, which has, Rob said. Amazon has really solidified, and the company should look to emulate that forces trying to emulate the cloud infrastructure and some of your processed and your people challenges first. And then you can leverage the technology. >> Great point. Totally agree with you on that one >> market. Yeah, I would agree with everything that both Mike and Rob just said, and I would just add that we we don't have any choice but to face the future. That is, I t. And in order to provide the best possible service to our customers for our applications that even haven't been built yet, we have to look at the service is that are available to us and utilize them the best way possible and then find appropriate management and, like so correctly put it supply chain processes for managing them. So I've talked to people who are building unique cloud platforms internally to solve a specific business problem in ways that the individual clouds offered by the Big Three is an example can't do or can't do as well or can't do is cheaply. And the same thing applies to customers who are just using more than one of the big cloud providers. Even for some in some cases, for workloads. That might seem similar because each of the clouds provide a different opportunity associated with that specific set of requirements. And so we don't have any choice but to manage it better. And whether it's we make a choice to use it in our data center because it's more cost effective long term. And that's our single most important driver. Or whether we decide to leverage every tool in our tool belt, which includes a handful of cloud providers. And some we do our own, um, or we put it all in one cloud. It doesn't change our responsibility for owning it correctly, right? And my simple message really was that you have to figure out how to own and I'll steal from Mike again. You have to figure out how to own that supply chain. But more lower down more base is ifs. Part of that supply chain is delivering compute into a data center or environment that you own. Then you have to find the tools capabilities to ensure that you're not making the kind of mistakes that were made with capital or >> or, if you have tools are networks and tools you don't know and look at the quotes. So called scare with the China hack from Super Micro. That's a silly why chain problems? Well, it's on the silicon. So again, back to the process, people an equation. I think that's right on this brings us kind of through the next talking track. I want to get your thoughts on, which is cloud two point. Oh, I mean, I'm putting that term out there on Lee is a provocative way. Remember, Web to point. It works so well in debating about what it what it was. If one if cloud one data was Amazon Web service is, thank you very much. Public cloud. You could say cloud two point. Oh, our second inning would be just what happens next because you're seeing now a confluence of different dynamics edge, um, security, industrial edge. And then you know this all coming into on premises, which is hybrid and public, all working together. And then you throw multi cloud in there from a complexity standpoint. Do you wanna have support Microsoft's Stack, Azure Stack, Google and Amazon? This is this is the fundamental 2.0 question. Because things are more real time. Things are data specific. This costs involved. There's really network innovation needed what you guys thoughts on cloud to point out. >> I think the basic cloud 2.0, is moving to the shared responsibility model. And we should stop blaming people for teams for breaches as architectures become much more complex, including network computing, storage and in service orchestration layers like kubernetes, no one team or individual, individual or one team and manage all of that. So you're all responsible for infrastructure, scalability, performance and security. So I think it's the cultural movement more than the technology movement at the base of >> Rob. What's your definition? Cloud 2.0, from your perspective. >> Oh boy, I've been calling it Post Cloud Is my feeling on this? Yeah, it to me. It's it's about rethinking the way we automate. Um, you know, we really learned that we had to interact with infrastructure via automation and eliminate the human risk elements of. This doesn't mean that we have an automation is foolproof either It's not, but what? What I think we've seen is that people have really understood that we have to bring the type of automation and power that we're seeing in clouding the benefits because they're very riel. But back into everything that we do. There's no doubt in my mind that infrastructure is moving back into the environment. Where is what? Which is EJ from my perspective, and we'll see computing in a much more distributed way and those benefits and getting that right in the automation. Is this necessary to run autonomous zero touch infrastructure in environmental situations. That is gonna be justice transformative, freighted that that environment makes the cloud look easy. Frankly, >> Mark, what's your take? I want to get because, you know, security houses, one element get self driving cars. You got kind of a new front end of of EJ devices, whether it's a Serie Buy Me a song on iTunes, which has to go out to a traditional system and purchase a song. But that that Siri priest is different than what? The back end? Does this simply database, Get it? Moving over self driving cars, You're seeing all kinds of EJ industrial activity. You know, the debate of moving compute to the data. You got Amazon with ground station, all these new infrastructure physical activities going on that needs software to power it. What, you're in cloud to point. It seems to be a nice place not just for analytics, but for operational thing. Your thoughts on cloud to point out >> Well, I mean you you describe the opportunity relatively well. I could certainly go in. I've spent a lot of time going into detail about what EJ might mean and what might populate edge and why people would use it. But I think from if we just look at it from a cloud 2.0, standpoint, maybe I'm oversimplifying. But I would say, you know, if you add on to what Mike and Rob already so well pointed out is that it's best fit right, it's best fit from compute location, Thio CPU type Thio platform on, and historically, for I t they've always had to make pragmatic choice is that I believe, limit their ability on Helped to create Maur you know, legacy Tech that they have to manage, um on and create overhead tech debt, as they call it on DSO. I think judo. And in my book the best case for two Dato is that I can put best fit work where I need it when I need it for as long as I need it. >> That's that's really kind of gasp originals. Well, people got to get the software stood up. That's where I think Kubernetes has shown a nice position. I want to extend this track to another thought, another topic around networking. So if you look at the three pillars of computing computing mean industry, compute storage and networking, cloud one daughter, you can say pretty much compute storage did a good job. Amazon has a C two as three. Everything went great. Networking always got taken to the wood shed. You know, networking was getting, you know, people were pissing and moaning about networking. But if you look at kind of things were just talking about networking seems to be an area that this cloud 2.0, could innovate on. So wanna get each of your thoughts on? If you could throw the magic wand out there around the network doesn't take the same track as Dev ops that gets abstracted away because you see VM wear now doing deals. All the cloud providers they got they're going after Cisco with the networking PCC Cisco trying to be relevant. The big guys you got edge, which is power and network connection. You need those things. So what is the role of the network? And two point If you guys could wave the magic wand and have something magically happen or innovate, what would it be? >> Oh, wait, it's part complaining. It's your world. You know, it's ironic that I said this Thio competitors to my most previous company. Ericsson Company was away. They asked me after an event in San everything was a cloud expo. I just got off stage and the gentleman came up to me and asked me So mark you the way you talked about Cloud. I appreciate the comments you made yada, yada, yada. But what do you think about networking? And I said Well, network big problem right now is that you can't follow cloud assumptions as faras usage characteristics and deployment characteristics with networking. When that problem is solved, will have moved light years ahead in how people can use and deploy i t. Because it doesn't matter if you can define workload opportunity in 30 minutes on an edge device somewhere or on a new set of data centers belonging to Google or 10 Cent or anybody else. If you can't treat the network with same functionality and flexibility and speed to value that, you can the cloud then, um, it's Unfortunately, you're really reducing your opportunity and needlessly lengthening the time to value for whatever activity it is. You're really >> so network, certainly critical in 2.0, terms have absolutely that Mike any any thoughts there? >> So I think you know, there's there's easy answers to this that are actually the answer. You know, I P v six was the answer from a couple years ago, and that hasn't solved in the fantasy of the solved. All the problems, just like five G is not gonna magically transform our edge infrastructure into this brilliant network. The reality is, networking is hard and it's hard because there's a ton of legacy embedded stuff that still has to keep working. You can't just, you know, install a new container on container system and say, I've now fixed networking. You have to deal with the globally interconnected MASH insistence. I think when we look at networking, we have to do it in a way that respects the legacy and figures out migration strategies. One of the biggest problems I see that a lot of our technology stacks here is that they just assume we're gonna pave over the problems of yesteryear, nor them and with network, when you don't get that benefit, what you described with cloud networking, never living up the potential, it's because cloud networking isn't club networking. It's it's, you know, early days of the Internet. Networking is still what we use today. It's not. It's not something you can just snap your fingers and disrupt. >> Well, I mean, networking had two major things that were big parts of a networking and who build networks knows you provisioned them and you have policy stuff that runs on them, right? You moving paintings from A to B, then you got networks you don't own right so that's kind of pedestrian, old thinking. But if you want to make networks programmable to me, it just seems like they just seem to be so much more there that needs to be developed, not just moving package. Well, >> you just said it's traditional. Networks were built first, and the infrastructure was then built around them or leveraging them, so you need to take like in zero. Trust paper. When Bugsy Siegel built Las Vegas, he built the town first and then put the roads around the infrastructure. So you need to take that approach with networking. You need to have the core infrastructure of first and then lay down the networking around to support it. And, as Mark said, that needs to be much more real time or programmable. So moving from ah, hardware to find to a software to find model, I think, is how you fix networking. It's not gonna be fixed by a new protocol or set of protocols or adding more policies or complexity to it, >> so you see a lot of change then, based on that, I'd take away that you see change coming to networking in a big way because Vegas we're gonna build >> our if it has to happen. The current way is not working. And that's why we need the bottlenecks. Wherever >> Mark you live in is the traffic's brutal. But, you know, still e gotta figure out, You know, they got some more roads. The bill change coming. What are your thoughts on the change coming with this networking paradigm >> show? I mean, there are a few companies in the space already. I'm going to refuse to name anyway at this point because one of them is a partner of my new company, not my new company, but the new company I work for and I don't want to leave them out of the discussion. But there are several companies in the space right now that are attempting to do just then just that from centralized locations, helping customers to more rapidly deploy network services to and from cloud or two and from other data centers in a chain of data centers. Programmatically as we've talked about. But in the long run, your ability to lay down networking from your office without having to create new firewall rules and spend months on on contract language and things like that on being able to take a slice of the network you already have and deploy it on DDE, not have to go through the complex Mpls or Or VPN set ups that are common today on defectively reroute destinations when you want to or make new connections when you need to. Is far as I'm concerned, that's vital to the success of anything we would call a cloud two point. Oh, >> well, we're gonna try tracks when he's hot startups. So you guys see anyone around this area? I love this topic. I think it's worth talking a lot more about love. Love to continue on with you guys on that another. Another time. Final five minutes. I'd love to spend with you guys talking about the the digital transformation paradox. Rob, we're talking before we came on camera. He loved this paradox because it's simply not as easy to saying Kill the old man, bringing the new and everything's gonna be hunky dorey. It's not that simple, but but it also brings up the fact that in all these major waves, the hype outlives the reality, too. So you're seeing so I want to get your thoughts on digital transformation. Each of you share your thoughts on what's come home to be realistic in digital transformation, which what hasn't showed up yet in terms of benefits and capability. >> I mean, this is this to me is one of the things that we see happen in every wave. They people jump on that bandwagon really hard, and then they tell everybody who's doing the current stuff, that they're doing it wrong. Um, and that that to me, actually does a lot more heart. What we what we've seen in places where people said, burn the boats, you know, we don't care. They have actually not managed to get traction and not create the long term sustainability that you would get if you created ways to bring things forward. Networking is a good example for that, right? Automating a firewall configuration and creating a soft firewall or virtual network function is just taking something that people understand and moving it into a much more control perspective in a lot of ways. That's what we saw with Cloud Cloud took working I t infrastructure that people understood added some change but also kept things that people 1% and so the paradox. Is that you? Is it the more you tell people, they just have to completely disrupt and break everything they've done and walk away from their no nighty infrastructure, the less actually you create these long term values. And I know there are people who really know you got totally changed everything that disrupted value. But a lot of the disrupted value comes from creating these incremental changes and then building something on top of that. So what? So >> what did what Indigenous in digital transformation, what has happened? That's positive and what hasn't happened that was supposed to happen. >> So when I look att Dev ops on what people thought we were going to do, just automate all things that turned out to be a much bigger lift than people expected. But when we started looking at pipelines and deployment pipelines and something very concrete for that which let people start in one or two places and then expand, I think I think, uh, pipelines and build deploy pipelines are transformative, right? Going from a continuously integrated system all the way to a continuously integrated data center. Yeah, that's transformative. And it's very concrete just telling people automate everything is not been as effective >> guys. Other thoughts there on the digital >> transformation dream. I agree with everything that Rob just said, and I would just add just because, you know, it's the boarding piece that someone always has to say, and nobody in Tech everyone is he here? But you know, every corporation at one point or another in its Kurt in its life span faces a transformative period of time because of product change or a new competitor that's doing things differently, or has figured out a way to do it cheaper or whatever it is. And they usually make or break that transformation not because of technology, not because of whether they have smart people, not because of whether they implemented the newest solution, but because of culture and organizational motivation and the vast majority of like Everything, Rob said doesn't just apply to I. T. A lot of the best I T frameworks around Agile and Dev ops apply to how the rest of the organization can and should react to opportunity so that if I t can be and should be really time, then it only makes sense that the business should be able to be real time in responding to what is being created through I t systems. And right now I would argue that the vast majority of the 80% of transformations that don't see the benefit that they're looking for have nothing to do with whether they could have gotten the right technology or done the technology correctly. But it has to do with institutional culture and motivation. And if you can fix that, then the only piece all add on to that. That again I vociferously, really agree with Robin is that if you want to lower the barrier to entry and you want to get more people into this market, you won't get more people to buy more of your stuff and grow what they own. Then you have to be able to show them a path to taking, getting the most value out of what they already have. There is no doubt in my mind that that's the only way forward, and that's where some of the tools that we're talking about and what we're talking about today on Twitter or so important >> Mike final stops on the >> docks >> on your thoughts on the transmission paradox, >> so the paradox that Robb describe think is set, the contact is set incorrectly by calling it digital transformation should be digital revolution, where the evolution process doesn't end. Transformation makes people think that there's some end state, which means let's burn the votes. That's let's get rid of all over all on prime infrastructure moved to cloud and we're done. And really, that's only the beginning. Which is why we're talking about Cloud two point. Oh, do you have to take that approach that you want to have continuous evolution and improvements, which Segways into what Rob said about de box and automating all the things you don't automate your tasks and processes and you're done? You want to keep improving upon them. Figuring out how to improve the process is and then change the automation five that the is, Mark said. It's a cultural and mental shift versus trying to get to this Holy Grail and state of transforming transformation. >> Awesome. Well, why I got you guys here first off. Thanks for spending the time and unpacking these big issue. Well, two more of it. I'd >> love to just get >> your thoughts real quick on just your opinion of Capital One. The breach, survivability and impact of the industry. Since it's still in the news, who wants to jump for us? We'll start with Mike. Mike, start with you will go down the line. Mike, Robin Mara. >> I mean, the good news for Capital One is I don't think any personal information was breached that hasn't already been exposed by the various other massive reaches. Like I do my so security number as a throw away at this point which never should have been used for identity. But I want All >> right, So there were Do you think >> it's recoverable is not gonna be as critical, say, Equifax, which was brutal. >> It doesn't sound like there was negligence where Equifax seemed like it was Maura negligent driven than just ah ah, bad process or bad hygiene around a user or roll account and access to a certain subset of data. >> I mean, this was someone who stumbled upon open history bucket and said, >> Well, well, look at this >> bragging about it on Twitter and the user groups. I mean, this >> was like from from what the press said, I think there's other companies that may or may not be affected by this as well, so that it's just capital one, which will probably defuse the attention on them and lessen the severity or backlash. >> Rob your thoughts on Capital One. >> Yeah, I wish it would move the needle. I think that we have become so used to the security of breach of the week or the hardware. Very. You know, it is we We need to really think through what it's really gonna take toe treat security as a primary thing, which means actually treating operations and infrastructure and the human processes piece of this, um, and slowed down a little bit. Um, and I always saw >> 11 lawmaker, one congressman's woman said, More regulation. >> Yeah, they don't want this. I don't think regulation is the right is the right thing. I don't know exactly what it is because I think >> regularly, we don't understand. That's Washington, DC, >> But but we're building a very, very, very fragile I T infrastructure. And so this is not a security problem. It's a It's a fact that we've built this Jenga tower of I t infrastructure, and we don't actually understand how it's built, Um, and that I don't see that slowing down. Unfortunately, >> unlike Las Vegas is, Mike pointed out, it's was built with purpose. They built the roads around the town. Mark, you live there now What's your thoughts on this capital? One piece ends and >> I have been said I would say that what I'm hoping sort of like when you have, ah, a lack of employees for a specific job type. Like right now in United States, it's incredibly difficult to find a truck driver if you're a trucking company, So what does that mean? But that means it's gonna accelerate automation and truck driving because that's the best alternative, right? If you can't solve it the old way, then you find a new way to solve it. And we have an enormous number of opportunity. He's from a process standpoint, but also, from a technology standpoint, did not build on this. Pardon my French crap that we have already >> they were digital. Then, when I ruled by the FCC, >> had build it the right way from the start. >> Well, you know what was soon? How about self driving security? We needed guys. Thanks for spending the time this cube talk. Keep conversation. Appreciate time. Mike, Rob mark. Thanks for kicking it off. Thanks. >> Thank you. >> You're watching Cute conversation with promote guests. Panel discussion Breaking down. How businesses should look at technology as part of their business. Cloud 2.0, security hacks and digital transformation Digital evolution. I'm John free. Thanks for watching.

(upbeat jazz music) >> Narrator: From our studios in the heart of Silicon Valley, Palo Alto, California, This is a Cube Conversation. >> Everyone welcome to this Cube Conversation here in Palo Alto, California. I'm John Furrier host of the Cube, here in the Cube Studios. We have Dom Wilde the CEO of SnapRoute, and Glenn Sullivan co-founder of SnapRoute hot startup. You guy are out there. Great to see you again, thanks of coming on. >> Good to see you. >> Appreciate it. >> Thanks. >> Your famous you got done at Apple, we talked about last time. You guys were in buildup mode, bringing your product to market. What is the update? You guys are now out there with traction. Dom give us the update. What's going on with the company? Quick update. >> Yeah, so if you remember we've built the sort of new generation of networking, targeted at the next generation of cloud around distributed compute networking. We have built Cloud Native microservices architecture from the ground up to reinvent networking. We now have the product out. We released the product back at the end of February of this year, 2019. So we're out with our initial POCs, we've got a couple of initial deals already done. And a couple customers of record and we deployed up and running with a lot of interest coming in. I think it's kind of one of the topics we want to talk about here is where is the interest coming from and where is this sort of new build out of networking, new build out of cloud happening. >> Yeah I want to get the detail on that traction but real quick what is the main motivator for some of these interest points? Obviously you got traction. What is the main traction points? >> So a couple things, number one, people need to be able to deploy apps faster. The network has always traditionally got in the way. It's been a inhibitor to the speed of business. So, number one, we enable people to deploy applications much faster because we're sort of integrating networking with the rest of the infrastructure operational model. We're also solving some of the problems around, or in fact, all of the problems around how do you keep your network compliant and security patched. And make it easier for operations teams to do those things and get security updates done really really quickly. So there's a whole bunch of operational problems that we're solving and then we're also looking at some of the issues around how do we have both a technology revolution in networking but also a economic revolution. Networking is just too expensive and always has been. So we've got quite a works of revolutionary model there in terms of bringing the cost of networking down significantly. >> Glenn, as the co-founder, as the baby starts to get out there and grow up, what's your perspective? Are you happy with things right now or how are things going on your end? >> Absolutely, the thing that I'm proudest of is the innovation that the team has been able to drive based on having folks that are real experts in Kubernetes, DevOps, and networking, all sitting in one room solving this problem of how you manage a distributed cloud using tool sets that are Cloud Native. That's really what I'm proudest of is the technology that we've been able to build and demonstrate to folks. Because nobody else can really do what we're doing with this mix of DevOps and Kubernetes, and Cloud Native engineering. Like general network protocol and systems people. >> You know it's always fun to interview the founders, and being an entrepreneur myself, sometimes where you get is not always where you thought you'd end up. But you guys always had a good line of sight on this Cloud Native shift in the modern infrastructure. >> Glenn: Right. >> You did work at Apple we talked about it in our last conversation. Really with obviously leading the win, they had pressure from the marketplace selling trillion dollar valuation company. But that was a early indicator. You guys had clear line of sight on this new modern architecture, kind of the cloud 2.0 we were talking about before we came on camera. This is now developing, right? So you guys are now in the market, you're riding that wave. It's a good wave to be on because certainly app developers are talking about microservices, or you talking about Kubernetes, talking about service meshes, stateful data. All these things are now part of the conversation but it's not siloed organizations doing it. So I want to dig into this topic of what is cloud 2.0. How do you guys define this cloud 2.0 and what is cloud 1.0? And then lets talk about cloud 2.0. >> Yeah, so cloud 1.0, huge success. The growth of the hyperscale vendors. You've got the success of Amazon, or Microsoft, Azure, and all of these guys. And that was all about the hyper-centralization of data, bringing all the desperate data centers that enterprises used to run and all that infrastructure into relatively a few locations. A few geographic locations and hyper-centralizing everything to support SaaS applications. Massively successful because really what cloud 1.0 did was it made infrastructure invisible. You could be an application developer and you didn't have to manage or understand infrastructure, you could just go and deploy your applications. So, the rise of SaaS with cloud 1.0. Cloud 2.0 is actually a evolution in our mind. It's not an alternative, it's actually an evolution that compliments what those vendors did with cloud 1.0. But it's actually... It's actually distributing data. So we pulled everything to central and now what we're seeing is that the applications themselves are developing such that we have new use cases. Things like enhanced reality and retail. We have massive sensor networks that are generating enormous amounts of data. We have self-driving cars where, you know, that need rapid response for safety things. And so what happens is you have to put compute closer to the devices that are generating that data. So you have to geographically now disperse and have edge compute and obviously the network that goes with that to support that. And you have to push that out into thousands of locations geographically. And so cloud 2.0 is this move of we've got this whole new class of cloud service providers and some regional telcos and things who are reinventing themselves, and saying, "Hey we can actually provide "the colos, we can provide the smaller locations "to host these edge compute capabilities." But what that creates is a huge networking problem. Distributed networking in massively distributed cases is a really big problem. What it does is it amplifies all of the problems that we coped with in networking for many years. I mean, Glenn, you can talk about this right? When you were at Apple one of the first realtime apps was Siri. >> Yeah, and I know it. Lets get back to the huge networking problem but I want to stay on the thread of cloud 2.0. Glenn, you were talking about that before we came on camera. He referenced that you worked for a time at Apple. Kind of a peak into the future around what cloud 2.0 was. Can you elaborate on this notion of realtime, latency, as an extension to the success of cloud 1.0? >> Right, so we saw this when we were deploying Siri. Siri was originally just a centralized application, just like every other centralized application. You know, iTunes. You buy a song, it doesn't really have to have that much data about you when you're buying that song. You go and you download it via the CDN and it gets it to you very quickly, and you're happy and everything's great. But Siri kind of changed that because now it has to know my voice, it has to know what questions I ask, it has to know things about me that are very personal. And it's also very latency sensitive, right? The quicker that it gets me a response the more likely I am to use it, the more data it gets about me the better the answers get. Everything about it drives that the data has to be close to the edge. So that means the network has to be a lot bigger than it was before. >> And this changes the architectural view. So just to summarize what you said is, iTunes needs to know a lot about the songs that it needs to deliver to. >> Glenn: Right. >> The network delivers it, okay easy. >> Glenn: Right. >> If you're clicking. But with the voice piece that kind of changed the paradigm a little bit because it had to be optimized and peaked for realtime, low latency, accuracy. Different problem set, than say, the iTunes. >> Glenn: Exactly. >> So they've networked together. >> Language specific, right? So, where is the user, what language are they speaking, how much data do we have to have for that language? It's all very very specific to the user. >> So cloud 2.0 is if I can piece this together is cloud 1.0 we get it, Amazon showcased there. It's kind of data, it's a data problem too. It's like AI, you seen the growth of AI validate that. It's about data personalization, Siri is a great example. Edge where you have data (chuckles) that needs to integrate into another application. So if cloud 1.0 is about making the infrastructure invisible, what is cloud 2.0 about? What's the main value proposition? >> To me it's about extracting the value from the data and personalizing it. It's about being able to provide more realtime services and applications while maintaining that infrastructure invisibility paradigm. That is still the big value of any cloud, any public cloud offering, is that I don't want to own the infrastructure, I don't want to know about it, I want to be able to use it and deploy applications. But it's the types of applications now and it's the value that the applications are delivering has changed. It's not just a standard SaaS application like Workday for instance, that is still a very static application-- >> John: It's a monolithic application, yeah. >> These are realtime apps, they're operating realtime. If you take an autonomous car, right? If I'm about to crash my car and the sensors are all going off, and it needs to brake and it needs to send information back and get a response. I want all that to happen in realtime, I don't want to sort of like have-- >> In any extraction layer of any layer of innovation 1.0, 2.0, as you're implying advancement. It's still an application developer opportunity, Glenn, right? >> Absolutely. >> Because at the end of the day the user expectations changed because of the experience that they're getting-- >> Yeah and it only gets worse right? Because the more network that I have the more distributed the network is, the harder it is to manage it. So if you don't take that network OS, the really really boring, not very exciting thing, and treat it the same way you always have. And try to take what you learned in the data center and apply to the edge, you lose the ability to really take advantage of all the things that we've learned from the Cloud Native era a from the public cloud 1.0, right? I mean just look at containers for instance, containers have taken over. But you still see this situation where most of the applications that are infrastructure based aren't actually containerized themselves. So how can they build upon what we've learned from pubic cloud 1.0 and take it to that next level, unless you start replacing the parts of the infrastructure with things that are containerized. >> This just is a side note, just going through my head right now. It's going to be a huge conflict between who leads the innovation in the future. >> Glenn: Absolutely. >> On premises or cloud. And that's going to be an interesting dynamic because you could argue that containerization and networking is a trend in mixed tense to be Cloud Native but now you got it on premises. It's going to be a dynamic we're going to have to watch. But you mentioned, Dom, about this huge networking problem that evolves out of cloud 2.0. >> Dom: Absolutely. >> What is that networking problem? And what specifically is a directionally correct solution for that problem? >> So I think the biggest problem is an operational one. In the cloud 1.0 era and even prior to that when we were in a hosted enterprise data centers, we've always built data centers and the applications running with them, with the assumption that there are physically expert resources there. That if something goes wrong, they can hands-on do something about it. With cloud 2.0 because it's so distributed, you can't have people everywhere. And one of the challenges that has always existed with networking technology and architecture is it is a very static thing. We set it, we forge it, we walk away, and try not to touch it again because it's pretty brittle. 'Cause we know that if we do touch it, it probably breaks and something goes wrong. And we see today a ton of outages, we were talking about a survey the other day that says the second biggest cause of outages in the cloud age is still the network. It's an operational problem whereby I want to be able to go and now touch these thousands of devices for... Usually I'm fixing a bug or I want to add a feature but more and more it's about security. It's more about security compliance, and I want to make sure that all my security updates are done. With a traditional network operating system, we call it The Monolith, all of the features are in big blob. You can turn them off but you can't remove them. So it's a big blob and all of those features are interdependent. When you have to do a security patch in a traditional model, what happens is that you actually are going to replace the blob. And so you're going to remove that and put a new blob in place. It's a rip and replace. >> And that's a hard enough operational problem all on it's own because when you do that you sort of down things and up things. So consequently-- >> And anyone who's done any location shifting on hardware knows it's a multi-day/week operation. >> It is but, ya know, and what people do is they overbuild the network, so they have two of everything. So it's when they down one, the other one stays up. When you're in thousands of geographic locations, that's really expensive to have two of everything. >> So the problem statement is essentially how do you have a functional robust network that can handle the kind of apps and IOT. Is that-- >> Yeah it is absolutely but as I said it's important to understand that you have this Monolith that is getting in the way of this robust network. What we've done is we've said, 'We'll apply Cloud Native technology in thinking.' Containerize the actual network operating system itself, not just the protocols, but the actually infrastructure services to the operating system. So if you have to security patch something or you have to fix something, you can replace an individual container and you don't touch anything else. So you maintain a known state for your network that devices is probably going to be way more reliable, and you don't have to interrupt any kind of service. So rather than downing and uping the thing you're just replacing a container. >> You guys built a service on top of the networks to make it manageable, make it more functional, is that-- >> We actually didn't build it. This is the beautiful part. If we built it then I would just be another network vendor that says, "Hey trust my propietary not-open solution. "I can do it better than everyone else." That would be what traditional vendors did with stuff like ISSU and things like that. We've actually just used Kubernetes to do that. So you've already trust Kubernetes, it came out of Google, everybody's adding to it, it's the best community project ever for distributed systems. So you don't have to trust that we've built the solution, you just trust in Kubernetes. So what we've done is we made the network native to that and then used that paradigm to do these updates and keep everything current. >> And the reason why you're getting traction is you're attractive to a network environment because you're not there to sell them more networking (laughs). >> Right. >> You're there to give them more network capability with Kubernetes. >> Yeah, well I mean-- Yeah we're attractive to a business for two reasons. We're attractive to the business because we enable you to move your business faster. You can deploy applications faster, more reliably, you can keep them up and running. So from a business perspective, we've taken away the pain of the network interrupting the business. From an operations perspective, from an IT operations network operations perspective, what we've done is we've made the network manageable. We've now, as you said, we've taken this paradigm and said what would've taken months of pretesting, and planning, and troubleshooting at two o'clock in the morning has now become a matter of seconds in order to replace a container. And has eased the burden operationally. And now those operational teams can do worthwhile work that is more meaningful than just testing a bunch of vendor fixes. >> Yeah, even though cloud 1.0 had networking in their computed storage, I think cloud 1.0 data would be about computing storage. cloud 2.0 is really about the network and all the data that's going around to help the app developers scale up their capability. >> Dom: Yeah, that's a great way to think about it. >> I was talking about the use cases. I think the next track that I'd love to dig in with you guys on is as you guys are pioneering this new modern approach, some of the use cases that you touch are probably also pretty modern. What specific use cases are you guys getting into or your customers are talking about. What are some of these cloud 2.0 use cases that you're seeing? >> Yeah, so one we already touched on was this sort of horizontally and generally was the security one. I mean security is everybody's business today. And it's a very very difficult networking problem, ya know, keeping things compliant. If you take for instance, recently Cisco announced that there was faulty vulnerabilities in their mainstream Nexus products. And that's not a terrible thing, it's normal course of business. And they put out the patches and the fixes and said, "Hey, here it is." But now when you think about the burden on any IT team. That comes out of the blue, they hadn't planned for it. Now they have to take the time to take a step back and what they have to do is say, well I've got this new code. I don't know what else was fixed or changed in there. So I now have to retest everything and retest all of my use cases, and I have to spend considerable time to do that to understand what else has changed. And then I have to have a plan to go out and deploy this. That's a hard enough problem in a centralized data center. Doing that across hundreds, if not thousands of geographically dispersed sights is a nightmare. But it's just, ya know, the new world we live in, this is going to happen more and more and more. And so being able to change that operational model to say actually this is trivial. And actually what you should be doing is doing these updates everyday to keep yourself compliant. >> Do the use cases Glenn, have certain characteristics? I mean, we're talking about latency and bandwidth that's a traditional networking kind of philosophy. Is there certain characteristics that these new use cases have? Is it latency and bandwidth, is there anything else? >> No it's mostly about bringing properties like CI/CD to networking, right? So the biggest thing we're seeing now is as people start to investigate disaggregated networking and new ways of doing things. They're not getting this free pass that they used to get for the network because the network isn't just an appliance anymore. When you had something that was from one of the three vendors you'd say, "Okay, that thing runs some version of Linux on it. "I don't know what it is. "Maybe it runs free SD in Juniper's case. "I don't understand what kernel it is, "I don't care just keep that thing up to date." But now it's like, "Oh I'm starting to "add more services to my network devices." Say in the remote sites I want to kickstart some servers with these network devices I install first, well that means that I have to start treating this thing like it's another server in my environment for my provisioning. That means that everything on that box has to be compliant just like it is in everything else. Lets not even get into personal credit card information, personal identifying information. Everything is becoming more and more heightened from a non-exemplary status. >> It's a surface area device, I mean it's part of the surface area. >> And if it's not inside a data center than it's even worse because you can't guarantee the physical security of that device as much as you could if it was inside a regular data center. >> So this is a new dynamic that's going on with the advent of security, regulatory issues, and also obviously the parameter being dismantled because of cloud. >> Glenn: Absolutely. >> Yeah, you also got specific use cases. There are multiple verticals and industries that are having these challenges. Retail is a good example, point-of-sale. Anywhere where you have the sort of a branch problem or mentality where you're running sophisticated applications, and by the way, people think of point-of-sale is not terribly sophisticated. It's incredibly sophisticated these days. Incredibly sophisticated. And there are thousands of these devices, hundreds of stores, thousands of devices, similar with healthcare. You know, again, distributed hospitals, medical centers, doctor's offices, etcetera. You have all running private mission critical data. I think one of the ones that we see coming is this kind of autonomous car thing. As we get IOT sensor networks, large amounts of data being aggregated from those. So there's lots of different use cases. We add on a lot of interest. And to be quite frankly, the challenge for us as a startup is keeping focused on just a few things today. But the number of things we're being asked to look at is just enormous. >> Well those tailwinds for you guys in terms of momentum, you have this cloud 2.0 trend. Which we talked about. But hybrid cloud and multi-cloud is essentially distributed cloud on edge? If you think about it. >> Yeah, yeah. >> And that's what most companies are going to do, they're going to keep there own premises and their going to treat it as either on their platform or an external remote location that's going to be everywhere, big surface area. So with that, what are some of the under the hood benefits of the OS? Can you go into more detail on that because I find that to be much more interesting to say the network architect or someone who's saying, "Hey you know what? "I got hybrid cloud right now. "I got Amazon, I know the future's coming on "to my front door step really fast. "I got to start architecting, I got to start hiring, "I got to start planning for distributed cloud "and distributed edge deployments." If not already doing it. So technical depth becomes an huge issue. I might try some things with my old gear or old stuff. They're in this mold, you know, a lot of people are in that mode. I'll do a little technical depth to learn but ultimately I got to build out this capability. What do you guys do for that? >> So the critical thing for us is that you have to standardize on an open non-proprietary orchestration layer, right? You can talk about containers and microservices all day long. We hear those terms all the time but what people really need to make sure that they focus on is that their orchestrator that managing those containers is open and non-proprietary. If you pull that from one of the current vendors it's going to be something that is network centric and it's going to be something that was developed by them for their use. Their basically saying here's another silo, keep feeding into it. Sure we give you API, sure we give you a way to programmatically configure the network but you're still doing it specifically to me. One of the smartest decisions we made besides just using Kubernetes as core infrastructure. We've also completely adapted their API structure. So if you already speak Kubernetes, if you understand how to configure network paradigms in Kubernetes, we just extend that. So now you can take somebody, who off the street might be a Cloud Native Kubernetes expert and say here's a little bit of networking, go to play the network, right? You just have to take the barrier down of what you have to teach them from this CLI and this API structure that's specific to this vendor, and then this CLI and this API structure. But the cool thing about what we're doing is we also don't leave the network engineers out in the cold, we've give them a fully Cloud Native network CLI that is just like everything else they're used to, but it's doing all this Cloud Native Kubernetes microservices containers stuff underneath to hide all that from them. So they don't have to learn it and that's powerful because we recognize because of our Ops experience, there's a lot of different people touching these boxes. Whether you put it in a ivory tower or not, you've got knocks that have to login and check 'em, you've got junior network admin, senior network engineers, architects. You've got Cloud Native folks, Kubernetes folks, everybody has to look at these boxes, so they all have to have ways that end of the switch, end of the routers that is native to what they understand. So that's very critical as to present data that makes sense to the audience. >> And also give them comfort to what they're used to like you said before. If they got whatever's running Linux on there, as long as it's operationally running, water's flowing through the pipes, your packets are moving through, their happy. >> Glenn: Right. >> But they got to have this new capability to please the people who need to touch the boxes and work with the network, and gives them some more capabilities. >> Right, it prevents you from building those silos which is really critical in the Cloud Native. And that's what public cloud 1.0 taught us, right? Is stop building these silos, these infrastructure silos and say okay, you look at AWS right now. There's AWS certified engineers, they're not network experts, they're not storage experts, their not compute experts, they're AWS experts. And you're going to see the same thing happen with Cloud Native. >> Cloud 3.0 is decimating the silos basically 'cause if this goes that next level, that's why horizontally scalable networks is the way to go, right? That's kind of what you were talking about about the use case. >> Yeah, I think all revolutionary ideas are all actually more transformational. Revolutions begin by taking something that is familiar and presenting it in a new way, and enabling somebody to do something different. So I think it's important as we approach this is to not just come in and go, 'Oh what you're doing is stupid, we have to replace it.' The answer is, what you're doing is obviously the right thing. But you've not been given the tools that enable you to take full advantage and achieve the full potential of the network as it relates to your business. >> And you guys know as well as we do is that the networking folks are, it's a high bar for them because you mentioned the security and the lockdown nature of networking. It's always been, you don't F with it because you think that thing is going to be, anyone who touches it, they need to be reviewed. So they're a hard customer to sell to. You got to align with their Ops mindset. >> I think the network operators have been, and Glenn, and our other co-founder have waxed theoretical about this. (laughter) But network operators have been forced to live in a world of no. Anytime the business comes to them and says, "Hey we need you to do X." The answer is no, because I know that if I touch my stuff it's going to break, or I'm limited in what I can do, or I can't achieve the timeframe that you're looking for. So the network has always been an inhibitor but the heroes of the moment are actually the network operations team. Because nobody knows that the network was an inhibitor. >> Well this is an interesting agile conversation we've been having this is our, here in our Cube Studios yesterday amongst our own team because we love agile content. Agile's different, agile is about getting to yes because iteration in a sense is about learning, right? So you have to say no, but you have to say no with the idea of getting to yes. Because the whole microservices is about figuring out through iteration and ultimately automation, what to tear down, what to. So I would see a trend where it's not the no Ops kind of guys, as they say, "No, no, no." It's no, don't mess with the current operational plumbing. >> Glenn: Right. >> But we got to get to yes for the new capabilities. So there's a shift in the Cloud Native. Your thoughts and reaction to that Glenn. >> Yeah, so it's basically like I set myself up so that I'm doing a whole drop the forklift with everything in there, like a crated replacement. Networking has always been this way. I'm not saying no to you, I'm just saying not right now. I do my maintenance three times a year on the third Sunday of the second month and the moon's in the right place, and I make sure that I've 50/60 changes. I've got 20 engineers on call, we do everything in order. We've got a rollback plan if something breaks. This is the problem. Network engineers don't do enough changes to build a muscle like the agile developers have seen or CI/CD developers have seen. Where it's like I do a little bit of changes everyday, if something breaks, I roll it back. I do a little bit of changes everyday, and if something breaks I roll it back. That's what we enable because you can do things without breaking the entire system, you can just replace a container, you can move on. In networking, the classic networking, you're stack modeling so many changes and so many new things that everything has to be a greenfield deployment. How many times have you heard that? Like, "Oh this thing would be perfect "for our Greenfield Data Center. "We're going to do everything different "in this Greenfield Data Center." And that doesn't work. >> You don't get a mulligan in network and you realize they say, look this is a good point, great conversation. I think that is a very good follow up topic because developing those muscles is an operational practice as well as understanding what you're building. You got to know what the outcome looks like, this is where we're starting to get into more of these agile apps. And you guys are at the front end of it, and I think this is a sea change, cloud 2.0. >> Yeah, it is. >> Quick plug for the company. Take the last minute to explain what you guys are up to, hiring, funding. What are you guys looking for? Give a quick plug for the company. >> Yeah, I mean, we're doing great. Always hiring, everybody always is if you're a cutting edge startup. We're always looking for great new talent. Yeah, we're moving forward with our next round of funding plans. We're looking at expanding the growth of the company or go to market. Doubling down on our engineering. We're just delivering now our Kubernetes fabric capabilities, so that's the next big functional release that we're actually already delivered the beta of. So taking Kubernetes and actually using it as a distributed fabric. So a lot of exciting things happening technology wise. A lot of customer engagements happening. So yeah, it's great. >> Glenn, what are you excited about now? Obviously Kubernetes, we know you're excited about. >> Oh yeah. >> But what's getting you excited. >> So the dual process that we have where we actually use, we're doing stuff in Kubernetes that nobody else is doing because we have a version that runs on the switch. And it manages all the containers local and then it also talks to a big controller. It's fixing that SDN issue, right? Where you have this SDN controller that manages everything in the data plane, and it controls my devices, and it uses open flow to do this. And it has a headless operation in case the controllers go away. Oh and if I need another controller, here's another one, so now I've got two controllers. It gets really messy, you got to buy a lot of gear to manage it. Now we're saying, 'Okay, you've got 'Kubernetes running local. 'You don't want to have a Kubernetes cluster, don't bother.' It just uses it autonomously. 'You want to manage it as a fabric like Dom says. 'Now you can use the Kubernetes fabric 'that you've already built. 'There are Kubernetes masters that 'you've already built for the applications.' And now we can start to really imbed some really neat operational stuff in there. Things that as a network engineer took me years of breaking stuff and then fixing it to learn, we can start putting those operational intelligence in the operating system itself to make it react to problems in the network and solve things before waking people up at three a.m.. >> This takes policy to a whole nother level. >> Absolutely. >> It's a whole nother intelligence layer. >> Yeah, if this is broken, do this, cut off the arm to save the rest of the animal. And don't wake people up and troubleshoot stuff, troubleshoot stuff during the day when everybody's there and happy and awake. >> Guys congratulations. SnapRoute, hot startup. Networking is the real area for cloud 2.0. You got realtime, you got data, you got to move packets from A to B, you got to store them, you got to move compute around, you need to (laughs) move stuff around the cloud to distribute to networks. Thanks for coming in. >> Thanks. >> Thank you. >> Appreciate it. >> Thanks for having us. >> I'm John Furrier for Cube Conversation here in Palo Alto which SnapRoute, thanks for watching. (upbeat jazz music)

>> Live from Boston, Massachusetts, it's The Cube, covering AWS re:Inforce 2019. Brought to you by Amazon web services and its ecosystem partners. >> Hey, welcome back everyone. It's The Cube's live coverage here in Boston, Massachusetts for AWS re:Inforce. This is Amazon web services' inaugural security conference around Cloud security. I'm John Furrier. My host Dave Vellante. We've got special guest, we've got another CSO, Dan Meacham, VP of Security and Operations at Legendary Entertainment. Great to see you. Thanks for coming on The Cube. >> Oh, thank you. It's a very pleasure to be here. >> We had some fun time watching the Red Socks game the other night. It was the best night to watch baseball. They did win. >> Was it ever. >> Always good to go to Fenway Park, but we were talking when we were socializing, watching the Red Socks game at Fenway Park about your experience. You've seen a lot of waves of technology you've been involved in. >> Yes, yes. >> Gettin' dirty with your hands and gettin' coding and then, but now running VP of Security, you've seen a lot of stuff. >> Oh. >> You've seen the good, bad, and the ugly. (laughing) >> Yeah, fun business. >> It is. >> You guys did Hangover, right? >> Yes. >> Dark Knight. >> Yes. >> Some really cool videos. >> Good stuff there, yeah. And it's just amazing cause, you know, how much technology has changed over the years and starting back out in the mid-eighties and early nineties. Sometimes I'm just like, oh, if I could only go back to the IPXSX days and just get rid of botnets and things like that. (laughing) That'd be so much easier. Right? >> The big conversation we're having here, obviously, is Amazon's Security Conference. What's your take on it? Again, security's not new, but their trying to bring this vibe of shared responsibility. Makes sense because they've got half of the security equation, but you're seeing a lot of people really focusing on security. What's your take of, so far, as an attendee? >> Well, as we look and, cause I like to go to these different things. One, first to thank everybody for coming because it's a huge investment of time and money to be at these different shows, but I go to every single booth to kind of take a look to see where they are cause sometimes when we look at some of the different technology, they may have this idea of what they want the company to be and they're maybe only a couple years old, but we may see it as a totally different application and like to take those ideas and innovate them and steer them in another direction that kind of best suits our needs. But a lot of times you see a lot of replay of the same things over and over again. A lot of folks just kind of miss some of the general ideas. And, um, this particular floor that we have, there's some interesting components that are out there. There's a lot of folks that are all about configuration management and auto correction of misconfigured environments and things like that. Which is good, but I think when we look at the shared responsibility model and so forth, there's some components that a lot of folks don't really understand they really have to embrace in their environment. They think, oh it's just a configuration management, it's just a particular checklist or some other things that may fix something, but we really got to talk about the roots of some of the other things because if it's not in your data center and it's out somewhere else, doesn't mean you transfer the liability. You still have the ownership, there's still some practice you got to focus on. >> Take us through the Cloud journey with Legendary. You put some exchange service out there. Continue. >> Yes, and so as we started bringing these other different SaaS models because we didn't want to have the risk of if something went down we lost everything, but as we did that and started embracing Shadow IT, because if this worked for this particular department, we realized that there wasn't necessarily a applicable way to manage all of those environments simultaneous. What we mean after the standpoint, like we mentioned before, the MFA for each of these different components of the Cloud applications. So that naturally led us into something like single sign-on that we can work with that. But as we started looking at the single sign-on and the device management, it wasn't so much that I can't trust you devices, it's how do I trust your device? And so that's when we created this idea of a user-centric security architecture. So it's not necessarily a zero trust, it's more of a, how can I build a trust around you? So, if your phone trusts you based off of iometrics, let me create a whole world around that, that trust circle and build some pieces there. >> Okay, so, let me just interrupt and make sure we understand this. So, you decided to go Cloud-First. You had some stuff in colo and then said, okay, we need to really rethink how we secure our operations, right? So, you came up with kind of a new approach. >> Correct. >> Cloud approach. >> Absolutely. And it's Cloud and so by doing that then, trying to focus in on how we can build that trust, but also better manage the applications because, say for example, if I have a collaboration tool where all my files are, I may want to have some sort of protection on data loss prevention. Well, that Cloud application may have its own piece that I can orchestrate with, but then so does this one that's over here and this one over here and so now I've got to manage multiple policies in multiple locations, so as we were going down that piece, we had to say, how do we lasso the security around all these applications? And so, in that particular piece, we went ahead and we look forward at where is the technology is, so early on, all we had were very advanced sims where if I get reporting on user activity or anomalies, then I had limited actions and activities, which is fine, but then the CASB world ended up changing. Before, they were talking about Shallow IT, now they actually do policy enforcement, so then that allowed us to then create a lasso around our Cloud applications and say, I want to have a data loss prevention policy that says if you download 5,000 files within one minute, take this action. So, before, in our sim, we would get alert and there were some things we could do and some things we couldn't, but now in the CASB I can now take that as a piece. >> So more refined >> Exactly. >> in policy. Now, did you guys write that code? Did you build it out? Did you use Cloud? >> We work with a partner on help developing all this. >> So, when you think about where the CASBs were five years ago or so, it was all about, can we find Shadow IT? Can we find where social security numbers are? Not necessarily can I manage the environment. So, if you were take a step back to back in the old days when you had disparate in network architecture equipment, right? And you wanted to manage all your switches and firewalls, you had to do console on each and every one. Over time as it progressed, we now had players out there that can give you a single console that can get in and manage the entire network infrastructure, even if it's disparate systems. This is kind of what we're seeing right now within the Cloud, where on the cusp of it, some of then are doing really good and some of them still have a lot of things to catch up to do, but we're totally stoked about how this is working in this particular space. >> So, talk about, like, um, where you are now and the landscape that you see in front of you. Obviously, you have services. I know you. We met through McAfee, you have other, some fenders. You have a lot of people knocking on your doors, telling you stuff. You want to be efficient with your team. >> Yes. >> You want to leverage the Cloud. >> Yes. >> As you look at the landscape and a future scape as well, what're you thinking about? What's on your mind? What's your priorities? How're you going to navigate that? What're some of the things that's driving you? >> (sighing) It's a cornucopia of stuff that's out there. (laughing) Depending on how you want to look at it. And you can specialize in any particular division, but the biggest things that we really want to focus on is we have to protect out data, we have to protect our devices, and we have to protect our users. And so that's kind of that mindset that we're really focused on on how we integrate. The biggest challenges that we have right now is not so much the capability of the technology, because that is continually to evolve and it's going to keep changing. The different challenges that we have when we look in some of these different spaces is the accountability and the incorporation and cooperation because a incident's going to happen. How are you going to engage in that particular incident and how are you going to take action? Just because we put something in the Cloud doesn't mean it was a set and forget kind of thing. Because if it was in my data center, then I know I have to put perimeter around it, I know I got to do back-ups, I know I got to do patch management, but if I put it in the Cloud, I don't have to worry about it. That is not the case. So, what we're finding a lot is, some of these different vendors are trying to couch that as, hey we'll take care of that for you, but in fact, reality is is you got to stay on top of it. >> Yeah. And then you got to make sure all the same security practices are in there. So, the question I have for you is: what's the security view of the Cloud versus on premise (muttering) the data's in the perimeter, okay that's kind of an older concept, but as your thinking about security in Cloud, Cloud security versus on premise, what's the difference? What's the distinction? What's the nuances? >> Well, if we go old-school versus new-school, old-school would say, I can protect every thing that's on prem. That's not necessarily the case that we see today because you have all this smart technology that's actually coming in and is eliminating your perimeter. I mean, back in the day you could say, hey, look, we're not going to allow any connections, inbound or outbound, to only outside the United States cause we're just a U.S.-based company. Well, that's a great focus, but now when you have mobile devices and smart technology, that's not what's happening. So, in my view, there's a lot of different things that you may actually be more secure in the Cloud than you are with things that are on prem based off of the architectural design and the different components that you can put in there. So, if you think about it, if I were to get a CryptoLocker in house, my recovery time objective, recovery point objective is really what was my last back-up. Where if I look at it in the Cloud perspective, it's where was my last snapshot? (stuttering) I may have some compliance competes on there that records the revision of a file up to 40 times or 120 times, so if I hit that CryptoLocker, I have a really high probability of being able to roll back in the Cloud faster than I could if I lost something that was in prem. So, idly, there's a lot more advantages in going with the Cloud than on prem, but again, we are a Cloud-First company. >> Is bad user behavior still your biggest challenge? >> Is it ever! I get just some crazy, stupid things that just happen. >> The Cloud doesn't change that, right? >> No! (laughing) No, you can't change that with technology, but a lot of it has to be with education and awareness. And so we do have a lot of very restrictive policies in our workforce today, but we talk to our users about this, so they understand. And so when we have things that are being blocked for a particular reason, the users know to call us to understand what had happened and in many cases it's, you know, they clicked on a link and it was trying to do a binary that found inside of a picture file of all things on a web browser. Or they decided that they wanted to have the latest Shareware file to move mass files and then only find out that they downloaded it from an inappropriate site that had binaries in it that were bad and you coach them to say, no this is a trusted source, this is the repository where we want you to get these files. But my favorite though is, again, being Cloud-First, there's no reason to VPN into our offices for anything because everything is out there and how we coordinate, right? But we do have VPN set up for when we travel to different countries with regards to, as a media company, you have to stream a lot of different things and, so, if we're trying to pitch different pieces that we may have on another streaming video-on-demand service, some of those services and some of those programmings may not be accessible into other countries or regions of the world. So, doing that allows us to share that. So, then, a lot of times, what we find is we have offices and users that're in different parts of the world that will download a free VPN. (laughing) Because they want to to be able to get to certain types of content. >> Sounds good. >> And then when you're looking at that VPN and that connection, you're realizing that that VPN that they got for free is actually be routed through a country that is not necessarily friendly to the way we do business. They're like, okay, so you're pushing all of our data through that, but we have to work through that, there's still coaching. But fortunately enough, by being Cloud-First, and being how things are architected, we see all that activity, where if was all in prem, we wouldn't necessarily know that that's what they were doing, but because of how the user-centric piece is set-up, we have full visibility and we can do some coaching. >> And that's the biggest issue you've got. Bigtime, yes? Visibility. >> What's a good day for a security practitioner? >> (laughing) A good day for a security practitioner. Well, you know, it's still having people grumpy at you because if they're grumpy at you, then you know you're doing you job, right? Because if everybody loves the security guy, then somebody's slipping something somewhere and it's like, hey, wait a minute, are you really supposed to be doing that? No, not necessarily. A good day is when your users come forward and say, hey, this invoice came in and we know that this isn't out invoice, we want to make sure we have it flagged. And then we can collaborate and work with other studios and say, hey, we're seeing this type of vector of attack. So, a good day is really having our users really be a champion of the security and then sharing that security in a community perspective with the other users inside and also communicating back with IT. So, that's the kind of culture we want to have within out organization. Because we're not necessarily trying to be big brother, we want to make it be able to run fast because if it's not easy to do business with us, then you're not going to do business with us. >> And you guys have a lot of suppliers here at the re:Inforce conference. Obviously, Amazon, Cloud. What other companies you working with? That're here. >> That're here today? Well, CrowdStrike is a excellent partner and a lot of things. We'll have to talk on that a little bit. McAfee, with their MVISION, which was originally sky-high, has just been phenomenal in our security architecture as we've gone through some of the other pieces. We do have Alert Logic and also Splunk. They're here as well, so some great folks. >> McAfee, that was the sky-high acquisition. >> That is correct and now it's MVISION. >> And that's the Cloud group within McAfee. What do they do that you like? >> They brought forth the Cloud access security broker, the CASB product, and one of the things that has just been fascinating and phenomenal in working with them is when we were in evaluation mode a couple of years ago and were using the product, we're like, hey, this is good, but we'd really like to use it in this capacity. Or we want to have these artifacts of this intelligence come out of the analytics and, I kid you not, two weeks later the developers would put it out there in the next update and release. And it was like for a couple of months. And we're like, they're letting us use this product for a set period of time, they're listening to what we're asking for, we haven't even bought it, but they're very forward-thinking, very aggressive and addressing the specific needs from the practitioner's view that they integrated into the product. It was no-brainer to move forward with them. And they continue to still do that with us today. >> So that's a good experience. I always like to ask practitioners, what're some things that vendors are doing that either drive your crazy or they shouldn't be doing? Talk to them and say, hey, don't do this or do this better. >> Well, when you look at your stop-doing and your start doing list and how do you work through that? What really needs to be happening is you need your vendor and your account manager to come out on-site once a quarter to visit with you, right? You're paying for a support on an annual basis, or however it is, but if I have this Cloud application and that application gets breached in some way, how do I escalate that? I know who my account manager is and I know the support line but there needs to be an understanding and an integration into my incidents response plan as when I pick up the phone, what' the number I dial? And then how do we engage quickly? Because now where we are today, if I were to have breach, a compromised system administrator account, even just for 20 minutes, you can lose a lot of data in 20 minutes. And you think about reputation, you think about privacy, you think about databases, credit cards, financials. It can be catastrophic in 20 minutes today with the high-speed rates we can move data. So, my challenge back to the vendors is once a quarter, come out and visit me, make sure that I have that one sheet about what that incident response integration is. Also, take a look at how you've implemented Am I still on track with the artchitecture? Am I using the product I bought from you effectively and efficiently? Or is there something new that I need to be more aware of? Because a lot of times what we see is somebody bought something, but they never leveraged the training, never leveraged the support. And they're only using 10% of the capability of the product and then they just get frustrated and then they spend money and go to the next product down the road, which is good for the honeymoon period, but then you run into the same process again. So, a lot of it really comes back to vendor management more so than it is about the technology and the relationship. >> My final question is: what tech are you excited about these days? Just in general in the industry. Obviously security, you've got the Cloud, you're Cloud-First, so you're on the cutting edge, you've got some good stuff going on. You've got a historical view. What's exciting you these days from a tech perspective? >> Well, over the last couple of years, there's been two different technologies that have really started to explode that I really am excited about. One was leveraging smart cameras and facial recognition and integrating physical stock with cyber security stock. So, if you think about from another perspective, Cameras, surveillance today is, you know, we rewind to see something happen, maybe I can mark something. So, if somebody jumped over a fence, I can see cause it crossed the line. Now the smart cameras over the last three or four or five years have been like, if I lost a child in a museum, I could click on child, it tells me where it is. Great. Take that great in piece and put it in with your cyber, so now if you show up on my set or you're at one of our studios, I want the camera to be able to look at your face, scrub social media and see if we can get a facial recognition to know who you are and then from that particular piece, say okay, has he been talking trash about our movies? Is he stalking one of our talent? From those different perspectives. And then, moreover, looking at the facial expression itself. Are you starstruck? Are you angry? Are you mad? So, then that way, I know instantly in a certain period of time what the risk is and so I can dispatch appropriately to have security there or just know that this person's just been wandering around because they're a fan and they want to know something. So, maybe one of those things where we can bring them a t-shirt and they'll move on onto their way and they're happy. Versus somebody that's going to show up with a weapon and we have some sort of catastrophic event. Now, the second technology that I'm really pretty excited about. Is when we can also talk a little about with the Five G technology. So, when everybody talk about FIJI, you're like, oh, hey, this is great. This is going to be faster, so why are we all stoked about things being super, super fast on cellular? That's the technical part. You got to look at the application or the faculty of things being faster. To put it into perspective, if you think about a few years ago when the first Apple TV came out, everybody was all excited that I could copy my movies on there and then watch it on my TV. Well, when internet and things got faster, that form factor went down to where it was just constantly streaming from iTunes. Same thing with the Google Chrome Cast or the Amazon Fire Stick. There's not a lot of meat to that, but it's a lot of streaming on how it works. And so when you think about the capability from that perspective, you're going to see technology change drastically. So, you're smartphone that holds a lot of data is actually probably going to be a lot smaller because it doesn't have to have all that weight to have all that stuff local because it's going to be real-time connection, but the fascinating thing about that, though, is with all that great opportunity also comes great risk. So, think about it, if we were to have a sphere and if we had a sphere and you had the diameter of that sphere was basically technology capability. As that diameter grows, the volume of the technology that leverages that grows, so all the new things that come in, he's building. But as that sphere continue to grow, what happens is the surface is your threat. Is your threat vector. As it continue to grow, that's going to continue to grow. (stuttering) There's a little but of exponential components, but there's also a lot of mathematical things on how those things relate and so with Five G, as we get these great technologies inside of our sphere, that threat scape on the outside is also going to grow. >> Moore's law in reverse, basically. >> Yeah. >> Surface area is just balloon to be huge. That just kills the perimeter argument right there. >> It does. >> Wow. And then we heard from Steve and Schmidt on the keynote. They said 90% of IOT data, thinking about cameras, is HTTP, plain text. >> Exactly. And it's like, what're you-- >> Oh, more good news! >> Yeah. (laughing) >> At least you'll always have a job. >> Well, you know, someday-- >> It's a good day in security. Encrypt everywhere, we don't have time to get into the encrypt everywhere, but quick comment on this notion of encrypting everything, what's your thoughts? Real quick. (sighing) >> All right, so. >> Good, bad, ugly? Good idea? Hard? >> Well, if we encrypt everything, then what does it really mean? What're we getting out? So, you remember when everybody was having email and you had, back in the day, you had your door mail, netscape navigator and so forth, and thought, oh, we need to have secure email. So then they created all these encryption things in the email, so then what happens? That's built into the applications, so the email's no longer really encrypted. >> Yeah. >> Right? So I think we're going to see some things like that happening as well. Encryption is great, but then it also impedes progress when it comes to forensics, so it's only good until you need it. >> Awesome. >> Dan, thanks so much here on the insights. Great to have you on The Cube, great to get your insights and commentary. >> Well, thank you guys, I really appreciate it. >> You're welcome. >> All right, let's expecting to steal is from noise, talking to practitioner CSOs here at re:Inforce. Great crowd, great attendee list. All investing in the new Cloud security paradigm, Cloud-First security's Cube's coverage. I'm John Furrier, Dave Vellante. Stay tuned for more after this short break. (upbeat music)

>> No, that makes total sense. You've got me thinking a little bit. You see some of this right now going on general fitness and these thirty six minute classes will fit thirty six is awesome there. Big group No. One, their trainers. And they do a really good job of it. But the onset of maybe not such, um, high intensity aspects that you're doing. But you're promoting motor patterns, right? So it's not like, Okay, let's train for thirty six minutes. Generally was trained for forty five minutes. Let's train for an hour. But let's have a specific program that we're picking on to develop an athlete and push him in direction. So I mean by that is, I kind of see this in this is my attempt to digest cores. Mind not break it down and bring her with me. I thought you'd like to roost e a seven day period. And then you said in this period, I want to accomplish, you know, thiss five sets off total or five sets of ten reps and back squat and then your micro dose in mind like you, you slice it up, and so all of a sudden it doesn't become a five by ten because fifty total wrapped trying to get you won't take that ten reps here and twenty wraps here and maybe five reps here, and you put it in different ways. So if you look at it holistically, it's this very on the certainly first. See, it looks almost just organized, but looks like a lot happening at once. When you take us back, you look at a full truck, the full pies there, and so people they come and see me one of your workout So they see on Instagram that, oh, it's just Korea Doing, you know, appears to be basic patterns that kind of seem random. But really, you said, Okay, this is my goal. This is what I want from these guys and you're taking a step back. You applied it in a very strategic way. So it's not just people say, Oh, it's a fitness class. No, First off, Micro does seem just That's if I like, you know, a thirty minute workout. It's a thirty minute directed work out with the candle quantifiable goal over Baghdad, a period of time. Is that a fair assessment? I dove into the brain of Cory. No, my deal >> looked like this. Lookit. Let's look at another population. We look at prisoners when they go to the yard. How much time do they have a day? All right, >> You know what, >> Right. That's what I'm saying. Like, it's not a lot like they're locked up in a cell for the whole day. So when they go to the yard, they go ham on whatever's available, it ain't like they got this nice little hole like, Okay, we're going to do from squads. And they were gonna go to bench and they were going to Arlo, and we're going to do no. They pick something that is available and they go ham on it for an hour, and they're on really terrible food and really terrible environments, but tend to get really strong. Okay, well, that makes sense. So and you know what? They do it again the next day and the next day and the next day. So I'm not saying we're trained like prisoners, But what I'm saying is there's a reason why if I was to tell any elite level lifter, OK? All you can do today for thirty minutes is squad. What do you think's gonna happen? They're going to go heavy often. And they're going to be able to be fresh the next day to do the same thing. I mean, no one leaves a power lifting meet the next day saying, Oh, time to go train again. No, their body is trashed, right? Because of all the intensity that they didn't through multiple movements. Same idea, right? All I'm doing is isolating it. So, for instance, I'm looking for a specific response. If I want to train relative string, I want to find a movement that they can move a lot of way, obviously not through a high speed. And that's the movement we're going to do. If I want a absolute velocity, for instance, Woodchuck and Tendo terms, I want them to be very elastic. Reactive owned him to move very, very fast. Then I'm gonna pick a movement, say, like a barbell squad job. Maybe it's a credible swing. Maybe it's throws and then they're going to go ham on that. But if you just take that one isolated lift, I don't care. If you do tend doubles at it, you're not going to be that sword, especially if you've been doing this for over a year. First start the preseason. We gotta look at stress holistically. The biggest stress they have is basketball. So the last thing I'm going to do is beat them down. And here I'm just going to make sure that we'Ll stay on the cart. So you look at our total volume. It looks something like four sets of four. But by the time we're at the end of the season January, February, March, we're hitting our P R's and reason why we're hit Rp. Ours is because we've made this huge reservoir of stress that they're able tto handle. So now practises cut in half. So I have more reserves in the weight room. So that force that's afore we were hitting for those compound movements in preseason. Well, now they look like ten sets of doubles or twelve sets of singles because they have that reservoir. So now we're expressing in a controlled environment faster weights have your weights at the time of year that we're looking for those adaptations so that now we're quote unquote stronger and faster. We're trying to win the championship, not tryingto win it and the summer, which you generally see like thereby sent PR is before they go home and summer. Well, that's great. And then they go into their maintenance program for the season, which last six months. Can you maintain anything for longer than six? No, you can't, like, maybe your oil, but you've not wantto patients, you know? I'm saying so. You know, that's that's where it really came down to is I'm trying to find the best means to produce performance, >> so I'm on times Lower standard. Yeah. Please do not mind around it. So I get it correct. Nowhere earthly it's looking at How do we given work out at that? Fits? The current state needed the athlete, so Okay, there begin the year, right? Their capacity only so localize outside stressors to fit in the workout around the other twenty three hours. Right? And then you're applying a stressor that's heavy enough, but not too light. And you do it. I'm not not overly fatigued them, but at least stimulate them. So you working guide rails? Not a written in stone. A type of thing, >> right? Yeah. So yeah. Yeah. How Basically how I how I keep the best part of the best way to put it is what I've done this year that I haven't done in the past is abuse Tendo Units, I'm just That's my way of just monitoring. How about speed? Okay, Cool, because load is one thing. But once again, how do you move that load now? We're not We're not dicing up like, Oh, it's point seven. You're supposed to hit point five like up. You know, add thirty kilos or vice versa, right? Like you're not exact. But if you're within a range, it gives me a whole lot of details, all right? And then you're basically all we do from that point is record the wait, not the speed. I just keep them in a certain zone. Stay within this. You, for instance, our strength speed or a relative strength and strength. Speed movements can't go anything more than triples our speed, strength and are absolute velocity. You can't go anything over five reps. If you hit quote unquote those triples or those fives, then the next time you come in, guess what we get to upload if you're not above that was going to stick with the same load. And if you prove it within your early work sex, then we'LL have a little bit alert. But that's our way of day to day, keeping them on the road, if you will. >> No, that makes sense. Do I couldn't agree more. I see it carrying over so well. Universally way you looked at the origins of strength training and we're like Oh, came from Russia and even your ever pashanski for those people aren't nerds like myself. Russian sports science even started like appeared ization. It's kind of a made up thing, right? So one hundred percent made up haven't made up and it kind of came from the four years cycle of Russia itself. America takes that andan. What happens is you get the the non athlete world's intelligent public world. Everything is monetized, right? So it's like, Okay, we know that training really heavy every days and probably a good. So we're going to make these things called, you know, in small little workouts that might last twenty five minutes are our six minutes, you know, have a shrink it as Lois and possibly can. But no, let's make it not necessarily difficult, but challenging. Um and we make money office. We labeled something different and you see different fitness fads come off when I come and go. But a lot of because I got the capitalistic market monetization. People try to make money off of things. But that really does him from, like the athletic side. If you're thinking about Hey, I'm Cory. I'm dealing with Alex. I don't know how they're going to walk into my door today. I don't know if they're going to be high lower, you know, just normal. How can I then give myself the opportunity to provide environment where they can work successfully and and what you do, which is really cool, And I find it really inspiring kind of cheesy word. But you give a lot of ownership to all your athletes when it comes to selection of exercises and movements. And I find that to be something that we don't say. We as in the general world of anything sports, science and fitness don't always like to do. Um, and you say Okay, you know, credit. I'm wrong, Corey to I don't want take worth mountains, him incorrectly. Just so you know, here's a pattern and maybe select one of these three exercises that you feel like gets you ready. And what's so great about that? It removes the constraints of this exercise is the best. You know, this is the golden exercise and really, I mean you and I know it, but we want to feel good. We would always have a bench press when I came in town, but absolutely, it's like, Okay, let's let's really understand that it's not really a difference between Aback Squad versus upfront squad versus may be something of a trap, our poll, especially if you're using it to get the athlete ready. So talk. If you could talk a little bit about how you decide some of that and what led you down that path and giving those athletes that kind of ownership and understanding of you know, I want to do this versus I have to >> do this right? I mean, to me, autonomy is everything, because what you generally see and it's to me, it's almost criminal is everyone gets the piece of paper. They fill it out with me you get, then you do the same thing, right? You get that piece of paper the next day, fill it out. Get that piece of paper. Next thing, fill it out. And then four years later you go. Well, I'm leaving now. Where's my piece of paper For the rest of my life. Oh, so you didn't really learn how to train, did you? You didn't really learn what worked for you. You didn't really In the really issue is like I deal with crazy, different levers. I mean, I got guys that are five eight all the way to seven foot. So you can't tell me there's a golden exercise that it doesn't exist in my world. >> I >> like knowing you're on. I would love to have everybody do the exact same thing. They love doing it. And they all do it very, very well so that I can have my little lab and I can have my control and I can show. Hey, guys, look how much better we got this year because of my implementation. Bax Wass What? What does that say? That says that I care more about what I'm doing more than what's best for that athlete and what they're doing if you really the real reason why I got to this autonomy stage is when I realized what I do is such a small percentage of their overall success and the reason why I say that I'm not necessarily saying I agree with hit or disagree with Hit, but you could have a hit program. You could have an Olympic based program. You could have your holistic based program, whatever you want to say, and I see the hit program Win a national championship and I'm like, what happened? Like I don't agree with that program, but they won well, it's all about it's all about the dude's. So if I can give quote unquote my dudes the best training environment that works for them. So what I mean by that is Look, here's a squad. You hate doing back squats because the bar on your back, it's jerking the hell out of your shoulders because you don't like to be an external rotation will. Then maybe I'm just going to hate. How about this Bar safety squad bar that feel better? Cool court. My knees are super tender away. It's basketball. Everybody's needs at some point this season, every a super tender last thing I'm going to do is put them in an environment. Teo, flame up those tendons so that they can't perform at a higher level on the basketball court. So what are we going to do? Well, let's Hinch, how about we just do some already? L stay. How about we do some kettle bell swings? Maybe some tribe are dead. Lift. It doesn't necessarily have to be this golden exercise that everybody fits in. And I think really what it stands from is that strength coaches got approved to their sport coaches that we'll look at, our numbers go up and they have to have a control to do that. And the exact opposite. It's a sport. Coaches coming down saying one of our guys bench. Well, if our sport coaches cares so much about bench press, well, then what do you think I got to do? Well, I gotta bench my guys so we could get those numbers so I could look like, you know, I'm validated my job. Well, how about we take something that's oh, universally accepted. So how about a counter movement? Jump out force plate. Now, I'm not saying everybody has forced plates, but you could just use jump height. Friend sits. Who cares how you got there? As long as you are trending right, that's all that matters. Why should we be fixated to a certain methodology or a certain pattern or not? Pattern but exercise. Just give them a pattern, let him choose. And to be honest with you, if it feels right, it's going to fly, right? If it feels good to do attract bar squat, opposed to doing a front squat well, they're probably gonna put more load and they put more load that I'm going to get the stress response adaptation. If I don't like the front squat because it's choking me the hell out. Well, then I'm probably not going to put his much load on it. Now, I have a negative connotation now have all these internal stress is going on, and then I'm gonna have a weird as look atyou, saying I don't like what we're doing in here. So now you think the quote unquote Byeon is going to be there. So now we're not getting any stresses that are going to give me that positive adaptation I'm looking for. So at the end of the day, if I can give them the education tto, learn how to do these movements and how to choose for themselves, well, then now it's not just what they did here for four years. I just gave them skills for the rest of their life. And if they're good enough to play pros now, they can take that and they can articulate it to the next coaching stuff so they could do a better >> job. No, that's that's awesome, man like this. A lot of things I want. I head into their I'LL keep it all Diamond all nine hundred promised. But I couldn't agree more and one of things that you say, you know, let's have a king P I They said jump high, for example, a point of reference. Then let's not care what we d'Oh, to the extent I mean not care. But let's not constrain ourselves of what we dio in order to improve that k p I. So the way I think about it, it's kind of like you ever use waze before that? Yes, that we got right. It knows to things and knows where you are. It knows where you were. If you're driving, it knows where you're going. Road. And then as okay, all I care about getting to point B So it will take you on detours left and right. Little Granny is driving slow in front of you for the pothole. If whatever is going to find the best way to get there, it doesn't care how it gets there, right, Right. And so work that it's say, OK, let's get the sevens environment where we can learn. And we know we need to get to be for me. And I'm not gonna say to go in a straight line because you might go through building and crashing hit pedestrians. We're gonna find a way to get to be. We're going to find a way that makes sense for the athlete and yourself. So my teaching them, you know, let's have you like and learn to do some of these movements then don't know taking a left at this next stop light to get to point B will be quicker than you saying go straight because they're the one in the driver's seat, right? And if that educational environment where you start to look at this a really complex system, her planting a really simple abie model and apply it to something as complex as the human body so that we can learn. And the example I give. It's like, you know, the ways part like, that's the more complex and assumptions we make more room for aeri half All right, we'Ll screw this. We assume that the sumo gets here. Well, if we assume in order to get to A to B, we got a one a two a three a four, a five. But any point on the line that, you know, assumption breaks, we don't get to be all right, you guys, you stuck at a whatever and doing. You know, we have to follow this waterfall method. It's very much a living method where things come in, things come out, things make you change. But you know what? You want to go? I >> mean, it's we work in team sports. Like the only objective we are the only objective that matters is wins and losses, period. Right? So if I wasn't a stopwatch sport, maybe my mind would change a little bit, right? Maybe I got okay. We need to drift towards this because literally it's did you get faster? Did you not get faster? Right? Swimming whatever you're doing, maybe these are the things we need to do more often to make that happen. But I'm dealing with incompetent. I mean great human beings, but just physically incompetent. There's still learning about their bodies were still growing into their bodies. I think it's the most arrogance thing that a strength coach could do is to say, Here's a program that's gonna get you better for six weeks. What? What is that? Even here's a block that's going to get youto point me. How do you know Like, till you know Saddamist like, can you honestly tell me that following this six week plan is doing that? Hey, they got sport practice. They got exams, they got pick up your tell me none of those factors could potentially there off your little plan or that your little plan can go up. They're KP eyes, if you will, or their Their goal is just a play basketball. So that to me, that's where as this thing, it's like the most arrogant thing in our field and it just drives me up the wall. But the other day, like I got a sport coach who has all the faith in the world of me gives me the keys to the castle. He just tells me, Do what you think is best. I I report the numbers that he doesn't even know he needs. That's what's awesome about he's like Chord. I just trust you like these were things that I want to see my guys do. We want a quote unquote play fast. Well, okay, here's some standards that we can set And these Airways that we know we got quote unquote faster. Now, from the technical tactical aspect, that's where you guys come in and you guys got it. Apply what you think is best to make that happen, right? But I gave you the physical requirements. I told you exactly what you need to get done and how we got there. Now you guys apply the technical tactical aspect. And then there we go. Now we have a happy marriage is long as I can supply valuable information. It doesn't matter what the information ISS, and that's where everybody gets stuck on these controlled environment numbers like like looking, swatting inventions like Who cares? Like Who cares about written load? Load gets you to here right after that, it's all about It's all about speed. It's all about rhythm coordination, your vestibular system that there's so many things that go into making. You better not just, uh, put three fifteen on the back squat suite. No, >> that's you know. Yes, yes, I agree. I'm not going to deviate too far. My ma, you know how I work or my mind races and I don't go in straight lines. I apologized immediately. Good. I was thinking about your friend mentioned earlier. It was everything that this lately, too. People who've been the private sector's I work in personal training, and I worked in exercise clinic for two and a half years. Iowa State, where don't older adults randall off cool testing on them. But ultimately they showed up because they enjoy it. And one things that I think we I don't mean We have everybody some people forget is that it needs to be enjoyable back. And when you're in a private sector and you're literally your food is the ability for something to come back to you. Hey, it's really different and you start. You said Okay, you know what exercise and movement do you like, and then you manipulate How do I make that exercise the most effective exercise for that person? And that's what you kind of mentioned with the educational process for your athletes. You're taking this approach. Where? How did you get them to win? Firstly, they gotta want to be here, but they don't want to be who I try hard. And secondly, no Adam, take ownership of these movements. I really like that concept because it's really melting in the world of Hey, you're here. You have to get better. But everyone knows when you want to get better. Vs have to get better, right? The be out a little different and unusual marks Lefton excited to move. I just keep thinking about that from like the private side. That's really where, like the general public, and you could deal with great Alan to deal with a lot of athletes who really want to be there. But unfortunately, majority the world doesn't want to work out like they're they're not interested, and I hate to make an assumption, but it's hard not to think that it's either them not knowing or them intimidated that have to do something in there, right? Right. I'm like that mindset a beam to apply. Okay, let's have an ownership model that drives it, because if you talk to people, her successful personal trainers, they have a way to make sure people come back. Oh, for should join a box in a way that a strength coach you're no environment might not even have to be exposed to just because it's the nature of >> well, for me, like the off season. I mean, when I get a freshman, that's a great thing about basketball. But I get a freshman. I mean, maybe they picked up some weights like a B. There's still just such a greenhorn in the weight room. They don't know what's good and what's bad, right? So, essentially the off season is a little bit of dictatorship like Sorry, I'm to tell you what to do because you don't know shit, right? But the goal is to earn that autonomy as well. So, you know, my guys that are kind of like slaps like for the whole offseason. Well, their leashes a lot tighter like Nah, bro, you're going to do this because I know you need to do this. You have earned the right to have that a top. So I want to make sure that that's, like pretty clear, too, because if you just give autonomy all day and there's going to run over you. But the one aspect that I think that is so important with our autonomy is it's my biggest performance enhancer, and I actually had dated Approve it. Like if I just look at my C M J members from our force plates once again. Yes, there are some maybe eight sets of doubles or six sets of triples or whatever, right? But once again, that is Tendo based, like to a certain agree with most of our movement. So you know, it could be a triple. It could be a double. It could be a single. It depends on where they fall in on along those lines, but essentially the flexibility of the sets and wraps, the unbelievable latitude of the movement pattern that they're doing. But yet counter movement jumps in February. They are p r ng, not season. P R's. I'm talking life top ers Guys that have been here for three years are hidden from nineteen point one to twenty six point four. I can't say names the twenty six point four in February. So what does that say? It says that my biggest performance enhancer is the kids saying I want to do that. Cool. That's what we're going to do. >> No, I love it that zik perfect. If you want to be there, you're intense. Going to be high. You're going to try harder. You're going toe actually care about what you d'oh and that mindset really house dr an aspect of performance that otherwise we can't because all internal right korea we really started wrapping up towards the end you buy a couple questions for you before you go yourself thank you i appreciate it it's always good to have you next way clich a weekly cycle korea >> will make a >> record you know fire i slowly thanks for having you guys we wanted to come with because you're a scientist I mean, if you had to share a bitter fight and this is to anybody and this isn't their coach, Jenny, where nobody is looking to enhance their fitness, their performance, um, their overall well being You that with activity, right? How is what would you advise someone to get into and regards Tio training our house to someone Initiate That's on top of the micro dose in a kind of giving that much of credit here, obviously some e How does someone injured? I heard it put that way and I'll get straight to the point that one look into into exercise probably should do some form of micro dose in to see if you even like it everyone to overdose. How do they start that process if they're not athletes per se how they decide where they began? >> Well, essentially is what do you want to end up like, What's the what's the point beyond ways, right? Do you just want to look aesthetically better? How aesthetically do you want to look? Do you wanna look like a big body voter? Do you want to look like a swimmer? What do you want to look like? And I think that the vein than fan ity. And I mean, that's what drives my basketball players there in tank tops here around. Of course, they want nice arms. Right? So there's certain things that you gotta know. Like, I want to look like this. Now, some of the performance guys, Maybe I wantto sprint faster or jump higher. Like that's a whole another aspect. But we're talking about general population number one. What do you wanna look like? Okay, so if I'm three hundred pounds and I want to lose some body fat for my own general health and I want to, you know, be more presentable, if you will. And smaller clothing. Well, then maybe just walking ten minutes every day, and then you start adding layers to it, So Okay, You know what I mean? Killing these walks. How about we go Stairmaster? Okay, that's a little tougher. Okay, how about we introduce maybe some med ball exercises because that's not necessarily too complex to do that. I can do it through different ranges. It's easy to manipulate. Okay, Now, let's take a dumb bill or kettle bill. Then we work our way to a bar bill and now. Oh, man, what do you know? I just dropped one hundred pounds and in them. Oh, before all of that eating. But like, we're just talking about the physical aspects, but as far as that, where do you want to be? Okay, I want to look like Brad Pitt. OK, for one, get plastic surgery. But if you want to look cool air at Brad Pitt and Fight Club Okay, well, these are the things that I need to do. So let's reverse into near the process, okay? He cut his little jack, so that means he's got muscular strength. OK, cool. So that means weights are going to get involved at some point we'll he got really lean for this too. So my general fitness sucks. Maybe I just need to start with walking. Maybe a jump rope, maybe just medicine Ball toss is something that's super easy. The number one. What's going to make me more consistent? What consistency is goingto win? It's not. They'll work out you do that's going to make you go from a counter movement jumped a nineteen point one to twenty six point for It's the consistency that got you there. All right. That was a two year process for that kid. Just to get to that point, right? If you try to hijack the system, if you try to go, I want to get from point A to point Z like that. Well, you're going to run into multiple things. One possibly injury and two. What's the real reason why you're Russian? The real reason why you Russians, Because I don't want to be there in first place. Now you've just ruined the whole concept. Now you've just ruined the journey. To me, that is much more important. Like when I used to be a fake body motor, if you will, that when I try to get ready for shows. I don't remember the show at all. The only thing I remembered was those nights where I was damn hungry those mornings where I had to get up, do my quote unquote fasted cardio meal prep backs without remember only big. How I was on stage for forty five seconds like that was twelve weeks for forty five seconds. Right? So that's where you gotta understand like it's the beauty or what is it that Jake whole line of the beauty is in the is in the cash. Basically what? The thing that you want to fall in love with the most is the adversity that they were going to fall in love with the most is the stressful points. That's what's going to create the beauty, if you will remember that Jake Colon. But essentially, that Google >> search really quick pressure that the Brad Pitt Fight Club I >> mean, that dude was solid, Man, that was a solid right. May like Brad Pitt. He was a pretty boy until fight club. And I was like, Yo, that is some white trash. I would not mess with him. He can go. >> Uh, great. I love it. Lastly, Yeah. Course lesson. Where do we find you? On social media and other venues? Assault media were coming here more than beauty and wonder himself. >> Yeah. So Instagram is probably what you can find me on the most slash strength as C h L E s strength. You could find me there pretty active on it. You want to see so naked cats? So to sphinx, with my beautiful wife and ah, multiple podcast. I'm on a lot of different podcast that you just Google. I, too, are goingto iTunes type in my name. You'LL find many other platforms where I go into a lot more depth about how we train on And then, of course, speaking engagements. I do multiple speaking, engage with the nationally and internationally. And so there's opportunities to meet me in person there. >> There's beauty in the struggle. >> There is beauty in the struggle. This beauty >> I got my end. >> Yes, there is beauty in the struggle. That's when they >> get here in Britain, right? Right there. Where >> you Brooks. But there's beauty in the struggle >> A lasting well, Korea appreciate you have coming on here. I mean, I hope something useful. I >> was one hundred percent. My pleasure, Max. I love working with you, man. >> Now you do. And anybody curious about Corey? I mean, I really encourage checking out his social media. Yeah, I know. It's a lot of crazy stuff on Instagram that is really thought provoking. Put it that way and I can't believe it. Oh, my goodness. I can't let you escape Korea quite yet. >> Well, what you got? >> Uh, whole off the exit. Give me five minutes on it. I was going to ask his social media is going to ask. Yeah, way rehab itself. Yeah, to spring loaded monster man who means you want to share a little bit on this because I know you have been doing this yourself. Yeah, this is it in chorus singer based Achilles program. I love some of the actors. I love thee, not the unloaded foot contact under your hand motion who was seen Alice into this isn't the course in a chair, and he's for lack of better words. Words. MacInnis foot on the floor like a pogo stick and doing extremely extremely unloaded movements early on that site, too early on but in the rehab process itself to introduce low level plyometrics, He's doing band assisted jumps. He's doing isometrics. He's doing heavy squads. He's doing some bar bell curls. All things important for the curies. >> Sure are. Absolutely yeah beyond you. My understandings of the lower leg complex is off the charts because of my injury. So for the viewer's eye, tor macula or a ruptured my Achilles tendon with a full rupture but right at the insertion, which is the very atypical tear because I've been dealing teno sis for over a year before I tore it. So they had it cut me up top to bring me down low, if you will. So usually Achilles ruptures that all they do is bring it together and then tie it. There are. So it through the mind was at the very bottom. So essentially, they had to cut me up top toh length and me and then, uh, suitors through. So is very atypical, which sucks only that that part sucks. Spike. Um, it's not that I am Well, maybe a little bit arrogant, but I honestly want to take full control of my physical therapy because I think that intuitively I understand the process not just of rehab, but of how to increase performance. So all I did was watered down as much of that is possible and truly started as soon as I got to the pain free. And so, yeah, with all the unloaded stuff, it just made sense to me like that's something you just don't see in physical therapy to It's kind of blows. My mind is what's the first thing to go like when you get older? What happens? Will you lose your ability to do very forceful things or to lose power or the ability to generate power. So that's the first thing that came in my mind when I rupture. Or when a Torme Achilles was okay. I need to go back and not be old because essentially, I'm staying still. So if I'm staying still, it's like use it or lose it protocol. So from that perspective, I told myself, I need to move fast at some point. So I started with all my available limbs at the time, just moving fast. Then I progress toe when my suitors seal or excuse me with my I want my wound healed. I got into the pool, so that's the most is about is unloaded. You should get, and all it did was just frail. My leg and there a cz muchas I could through different planes and of course, he has fold up. But of course, it's going to like your adding a stress. And so I just did it Mohr or Mohr. And so I just Kim. Training fast, even though, is the most unloaded way you can do it. And then, like Max was talking about, I got to a seated position and I just started doing be most unloaded pogo jumps you've ever seen or ankle pops or whatever you want to call it. So then I transition to standing on it isometrics, then putting more force into the forefoot isometrics. And then I started using the bands I mean super heavy bands and then just started like Pogo's and then start lighting the bands I went to arm went the body weight. To me, it's like super common sense, but I don't know, maybe the physical world. It doesn't really look at it that way. They look at it and isolation opposed to global. So to me, I knew if I could quickly get back to global patterns that I will be able to promote healing faster. And so, like Chase talked about, his last one ought to be a far protocols. Luckily, I had him as a resource to help me with my healing process, but right now, on that four and a half months, almost five months, and I'm doing some pretty cool things if just to give you a point of reference. Dez Bryant, wide receiver. He tore his a week after mine, and essentially, you guys Essentially, he's What's a similar athletes level athlete? You know, very someone. Uh, actually, he's going to be up until eight to nine months. John Wall tour has a few months after mine. He's going to be an entire year for his process. Boog, Golden State warriors took him a whole year to get back on my goal. If I can get it back and lesson seven months, that means I did something, right? >> No, I love it. Well, that's tough stuff. Get to see if you check out his instagram page. So me, please, dear, do yourself a service. Go check out the man. He's a good dude, Tio. So sometimes no kid. Don't >> you know you're right there, e >> I don't want call corps on a bad day. >> You >> know, it's all good now. I really appreciate it, man. Thanks for being on here. And, uh, again we follow sometime in near future. I feel I'm expecting that shirt. By the way, where is my core bighead T shirt? >> You know, I want to find one of my earlier body building picks, and I'm gonna put it on a T shirts and, Tio, >> I love it. How I rocked the hell out of it. Man, >> you're beard in a most >> and be right here. Yes, right behind. Maybe my postal records slash proposing bronze and gold. You're welcome. You're welcome. An absolutely huge in that >> purple banana hammock to >> Wouldn't ask for another way. What? The full real deal. Korean stage. Ready, you know. Awesome. Well armed man up that thing. You guys, Listen, I appreciate it. Great South Korea on. If we're curious about finding more, check him out on instagram and look for Teo. No doing more. These in near future. >> Awesome. Thanks, Max.

>> Live from Stanford University, it's theCUBE. Covering Global Women in Data Science Conference. Brought to you by SiliconANGLE Media. >> Welcome back to theCUBE I'm Lisa Martin. We've been live all day at the fourth annual Women in Data Science Conference. I'm with John Furrier, John, this is not just WiDS fourth annual, it's theCUBE's fourth time covering this event. There were, as Margot Gerritsen, Co-Founder stopped by this afternoon and was chatting with me saying, there's over 20,000 people they expect today just to watch the WiDS livestream from Stanford. Another 100,000 engaging in over 150 regional WiDS events, and 50 countries, CUBE's been there since the beginning tell us a little bit about that. >> Well what's exciting about this event is that we've been there from the beginning, present at creation with these folks. Great community, Judy Logan, Karen Matthys, Margot. They're all been great, but the vision from day one has been put together smart people, okay, on a stage, in a room, and bring it, syndicate it out to anyone who's available, meet ups and groups around the world. And if you bet on good content and quality people the community with self-form. And with the Stanford brand behind it, it really was a formula for success from day one. And this is the new model, this is the new reality, where, if you have high quality people in context, the global opportunity around the content and community work well together, and I think they cracked the code. Something that we feel similar at theCUBE is high quality conversations, builds community so content drives community and keep that fly wheel going this is what Women in Data Science have figured out. And I'm sure they have the data behind it, they have the women who can analyze the data. But more importantly is a great community and it's just it's steamrolling forward ahead, it's just great to see. 50 countries, 125 cities, 150 events. And it's just getting started so, we're proud to be part of it, and be part of the creation but continue to broadcast and you know you're doing a great job, and I wish I was interviewing, some of the ladies myself but, >> I know you do >> I get jealous. >> you're always in the background, yes I know you do. You know you talk about fly wheel and Margot Gerritsen we had her on the WiDS broadcast last year, and she said, you know, it's such a short period of time its been three and a half years. That they have generated this incredible momentum and groundswell that every time, when you walk in the door, of the Stanford Arrillaga Alumni Center it's one of my favorite events as you know, you feel this support and this positivity and this movement as soon as you step foot in the door. But Margot said this actually really was an idea that she and her Co-Founders had a few years ago. As almost sort of an anti, a revenge conference. Because they go to so many events, as do we John, where there are so many male, non-female, keynote speakers. And you and theCUBE have long been supporters of women in technology, and the time is now, the momentum is self-generating, this fly wheel is going as you mentioned. >> Well I think one of the things that they did really well was they, not only the revenge on the concept of having women at the event, not being some sort of, you know part of an event, look we have brought women in tech on stage, you know this is all power women right? It's not built for the trend of having women conference there's actual horsepower here, and the payload of the content agenda is second to none. If you look at what they're talking about, it's hardcore computer science, its data analytics, it's all the top concepts that the pros are talking about and it just happens to be all women. Now, you combine that with what they did around openness they created a real open environment around opening up the content and not making it restrictive. So in a way that's, you know, counter intuitive to most events and finally, they created a video model where they livestream it, theCUBE is here, they open up the video format to everybody and they have great people. And I think the counter intuitive ones become the standard because not everyone is doing it. So that's how success is, it's usually the ones you don't see coming that are doing it and they think they did it. >> I agree, you know this is a technical conference and you talked about there's a lot of hardcore data science and technology being discussed today. Some of the interesting things, John, that I really heard thematically across all the guests that I was able to interview today is, is the importance, maybe equal weight, maybe more so some of the other skills, that, besides the hardcore data analysis, statistical analysis, computational engineering and mathematics. But it's skills such as communication, collaboration collaboration was key throughout the day, every person in academia and the industry that we talked to. Empathy, the need to have empathy as you're analyzing data with these diverse perspectives. And one of the things that kind of struck me as interesting, is that some of the training in those other skills, negotiation et cetera, is not really infused yet in a lot of the PhD Programs. When communication is one of the key things that makes WiDS so effective is the communication medium, but also the consistency. >> I think one of the things I'm seeing out of this trend is the humanization of data and if you look at I don't know maybe its because its a women's conference and they have more empathy than men as my wife always says to me. But in seriousness, the big trend right now in machine learning is, is it math or is it cognition? And so if you look at the debate that machine learning concepts, you have two schools of thought. You have the Berkeley School of thought where it's all math all math, and then you have, you know kind of another school of thought where learning machines and unsupervised machine learning kicks in. So, machines have to learn, so, in order to have a humanization side is important and people who use data the best will apply human skills to it. So it's not just machines that are driving it, it's the role of the humans and the machines. This is something we have been talking a lot in theCUBE about and, it's a whole new cutting edge area of science and social science and look at it, fake news and all these things in the mainstream press as you see it playing out everyday, without that contextual analysis and humanization the behavioral data gets lost sometimes. So, again this is all data, data science concepts but without a human application, it kind of falls down. >> And we talked about that today and one of the interesting elements of conversation was, you know with respect to data ethics, there's 2.5 trillion data sets generated everyday, everything that we do as people is traceable there's a lot of potential there. But one of the things that we talked about today was this idea of, almost like a Hippocratic Oath that MDs take, for data scientists to have that accountability, because the human component there is almost one that can't really be controlled yet. And it's gaining traction this idea of this oath for data science. >> Yeah and what's interesting about this conference is that they're doing two things at the same time. If you look at the data oath, if you will, sharing is a big part, if you look at cyber security, we are going to be at the RSA conference this week. You know, people who share data get the best insights because data, contextual data, is relevant. So, if you have data and I'm looking at data but your data could help me figure out my data, data blending together works well. So that's an important concept of data sharing and there's an oath involved, trust, obviously, privacy and monitoring and being a steward of the data. The second thing that's going on at this event is because it's a global event broadcast out of Stanford, they're activating over 50 countries, over 125 cities, they're creating a localization dynamic inside other cities so, they're sharing their data from this event which is the experts on stage, localizing it in these markets, which feeds into the community. So, the concept of sharing is really important to this conference and I think that's one of the highlights I see coming out of this is just that, well, the people are amazing but this concept of data sharing it's one of those big things. >> And something to that they're continuing to do is not just leverage the power of the WiDS brand that they're creating in this one time of year in the March of the year where they are generating so much interest. But Margot talked about this last year, and the idea of developing content to have this sustained inspiration and education and support. They just launched a podcast a few months ago, which is available on iTunes and GooglePlay. And also they had their second annual datathon this year which was looking at palm oil production, plantations rather, because of the huge biodiversity and social impact that these predictive analytics can have, it's such an interesting, diverse, set of complex challenges that they tackle and that they bring more awareness to everyday. >> And Padmasree Warrior talked about her keynote around, former Cisco CTO, and she just ran, car, she's working on a new start up. She was talking about the future of how the trends are, the old internet days, as the population of internet users grew it changed the architecture. Now mobile phones, that's changing the architecture. Now you have a global AI market, that's going to change the architecture of the solutions, and she mentioned at the end, an interesting tidbit, she mentioned Blockchain. And so I think that's something that's going to be kind of interesting in this world is, because there's, you know about data and data science, you have Blockchain it's the data store potentially out there. So, interesting to see as you start getting to these supply chains, managing these supply chains of decentralization, how that's going to impact the WiDS community, I'm curious to see how the team figures that out. >> Well I look forward to being here at the fifth annual next year, and watching and following the momentum that WiDS continues to generate throughout the rest of 2019. For John Furrier, I'm Lisa Martin, thanks so much for watching theCUBE's coverage, of the fourth annual Women in Data Science Conference Bye for now. (upbeat electronic music)

live from Stanford University it's the cube covering global women and data science conference brought to you by Silicon angle media good morning and welcome to the cube I'm Lisa Martin and we are live at the global fourth annual women in data science conference at the Arriaga Alumni Center at Stanford I'm very pleased to be joined by one of the Wits ambassadors this year Regina cut of our math data science senior manager Accenture at Google and as I mentioned you are an ambassador for wits in Bangla Road the event is Saturday so Janelle welcome to the cube thank you pleasure it is - this is the fourth annual women in data science conference this year over 150 regional events of which you are hosting Bengaluru on Saturday March 9th 50-plus countries they're expecting a hundred thousand people to engage tell us a little bit about how you got to be involved in wins yeah so I care about data science but also what accurate representation of women in gender minority in the space and I think it's global initiative is doing amazing job in creating a significant impact globally and that kind of excited me to get involved with its initiative so you have which I can't believe you're an SME with ten plus years experience and data analytics focusing on marketing and customer analytics you've had senior analytics leadership positions at Accenture Hewlett Packard now Google tell me a little bit about before we get into some of the things that you're doing specifically the data--the on your experience as a female in technology the last ten plus years it's been exciting I started my career as an engineer I wanted to be a doctor fortunately unfortunately it couldn't happen and I ended up being an engineer and it has been an exciting ride since then I felt that had a passion for doing personal management and I posted management and specialization of operational research and project management and I started my career as a data scientist worked my way up through different leadership positions and currently leading a portfolio for Accenture at Google yeah in the read of science domain yeah it's exciting absolutely so one of the things that is happening this year wins 2019 the second annual data thon that's right really looking at predictive analytics challenge for social impact tell us a little bit about why Woods is doing this data thon and what you're doing in not respectively in Bengaluru okay so well you see data science in itself is a highly interdisciplinary domain and it requires people from different disciplines to come together look at the problem from different perspectives to be able to come up with the most amicable and optimal solution at any given point of time and Gareth on is one such avenue that fosters this collaboration and data thon is also an interesting Avenue because it helps young data science enthusiasts whom the require design skill sets and also helps the data science practitioners enhance and sustain their skill sets and that's the reason which Bangalore was keen on supporting what's global data thon initiative so this skill set so I'd like to kind of dig into that a bit because we're very familiar with those required data analytics skill sets from a subject matter expertise perspective but there's other skill sets that we talk about more and more with respect to data science and analytics and that's empathy it's communication negotiation can you talk to us a little bit about how some of those other skills help these data thon participants not just in the actual event but to further their careers absolutely so really into the real world so there are a lot of these challenges wherein you would require a domain expert you require someone who has a coding experience someone who has experience to handle multiple data sites programmatically and also you need someone who has a background of statistics and mathematics so you would need different people to come together I look at the problem and then be able to solve the challenges right so collaboration is extremely pivotal it's extremely important for us to put ourselves in other shoes and see a look at the problem and look at the problem from different perspective and collaboration or the key to be able to be successful in data science domain as such okay so let's get into the specifics about this year's data sets and the teams that were involved in the data thon all right so this year's marathon was focused on using satellite imagery to analyze the scenario of deforestation cost of oil palm plantations so what we did at which Bangalore is we conducted a community workshop because our research indicated that men dominated the Kegel leaderboard not just in Bangla but for India in general despite that region having amazing female leader scientists who are innovators in their space with multiple patents publications and innovations to the credit so we asked few questions to certain female data scientists to understand what could be the potential reason for their lower participation and the Kegel as a platform and their responses led us to these three reasons firstly they may not have the awareness about Kegel as a platform may be a little bit more about that platform so reviewers can understand that right so Kegel is a platform where in a lot of these data sets have been posted if anybody is interested to hold the required a design skill says they can definitely try explore build some codes and submit those schools and the teams that are submitting the codes which are very effective having greater accuracy he would get scored and the jiggle-ator build and you know that which is the most effective solution that can be implemented in the real world so we connected this data Sun workshop and one of the challenges that most of the female leader scientists face is having an environment to network collaborate and come up with a team to be able to attempt a specific data on challenge that is in hand so we connected data from workshop to help participants overcome this challenge and to encourage them to participate into its global hit a fun challenge so what we did as a part of this workshop was we give them on how to navigate Kegel as a platform and we connected an event specifically focused on networking so that participants could network form teams we also conducted a deep in-depth technical session focusing on deep neural nets and specifically on convolutional neural nets the understanding of which was pivotal to be able to solve this year's marathon challenge and the most interesting part of this telethon workshop was a mentorship guidance we were able to line up some amazing mentors and assign these minders to the concern or the interested participating teams and these matters work with respective teams for the next three weeks and for them terms with the required guidance coaching and mentorship held them for the VidCon showed me that's fantastic so over a three-week period how many participants did you have there 110 plus people for the key right yeah for the event and there are multiple teams that have formed and we assigned those mentors we identified seven different mentors and assigned these mentors to the interested participating teams we got a great response in terms of amazing turnout for the event new teams got formed new relationships got initiated new relationships new collaborations all right tell us about those achievements so they were there was one team from engineering branch or engineering division who were really near to the killer's platform they have their engineering exams coming up but despite that they learned a lot of these new concepts they form the team they work together as a team and we were able to submit the code on the Kegel leader board they were not the top scoring team but this entire experience of being able to collaborate look at the problem from different perspective and be able to submit the code despite one of these challenges and also navigate the platforming itself was a decent achievement from my perspective a huge achievement yeah so who you are at Stanford today you're gonna be flying back to go host the event there tell us about from your perspective if we look at the future line of sight for data science let's just take a peek at the momentum this that this Woods movement is generating this is our fourth year covering this fourth annual event fourth year on the cube and we see tremendous tremendous momentum mm-hmm with not just females participating and the woods leaders providing this sustained education throughout the year the podcast for example that they released a few months ago on Google Play on iTunes but also the number of participants worldwide as you look where we are today what in your perspective is the future for data science all right so data science is a domain is evolving at a lightning speed and may possibly hold the solution to almost all the challenges faced by humanity in the near future but to be able to come up with the most amicable and sustainable solution that's more relevant to the domain achieving diversity in this field is most and initiatives like wits help achieve that diversity and foster a real impact absolutely what's original thank you so much for joining me on the cube this morning live from wins 2019 we appreciate that wish you the best of luck kids a local event in Bengaluru over the weekend thank you it was a pleasure likewise thank you we want to thank you you're watching the cube live from Stanford University at the fourth annual woods conference I'm Lisa Martin stick around my next guest will join me in just a moment