Snehal Antani CEO Perspective
(upbeat music) >> Hello everyone, welcome back to our special presentation with TheCUBE and Horizon3.ai. I'm John Ferrier host of TheCUBE here in Palo Alto with the CEO and co-founder of Horizon3 Snehal Antani who's here with me to talk about the big news, we've been talking about your global expansion, congratulations on the growth, and international, and just overall success of, what looks like to be a very high margin, relevant business in the security space. >> Yeah, thank you John. Very excited to be here and especially this focus on partners, because partners in cyber security have such an important role and we've built a company that enables partners to grow with us. >> We had a chance to talk to some of your staff and some of the people in the industry around the channel. I mean the old school technology vendors would go in build channels and distributed resellers, VARs value added resellers, value added businesses all kinds of different ways to serve customers, indirectly. And then you got the direct sales force. You guys seem to have a perfect product for a hard, profitable, market where channels are starved for solutions in the security space. What did you guys find as you guys launched this? What was some of the feedback? What was some of the reasoning behind- obviously indirect sales helps your margins, you enable MSPs to sell for you, but what's the, what was the epiphany? >> So when you think about the telecommunications industry back in the two thousands, we always talked about the last mile in Telco, right? It was easy to get fiber run to the neighborhood but the last mile from the neighborhood to the house was very difficult. So what we found during Covid was, this was especially true in cybersecurity because in Covid you've got individuals that need security capabilities whether they are IT directors, barely treading water or CSOs and so on. And they needed these trusted relationships to decide what security technologies to use, how to improve their posture. And they're not going to go to just some website to learn. They've got years of relationships built with those regional partners, those regional resellers MSSPs, MSPs, IT consulting shops. So what we did over the past two years was embrace this idea that regional partners are the last mile of cybersecurity. So how do we build a product and a business model that enables those last miles channel partners to make even more revenue using us to underpin their offerings and services and get them to take advantage of the trust that they've built over many hard years and use that trust to not only improve the posture of their customers but have Horizon3 become a force enabler along the way. >> Yeah it's interesting you have that pre-built channel makeup, but also new opportunities for people to bring security 'cause you guys have the node zero capability. 'Cause pen testing is only one of the things you guys are starting to do now. And everyone knows, we've talked about this on our previous interviews, it's hard. People have, y'know, all kinds of AppSec review, application reviews, all the time. And if you're doing cloud native you're constantly pushing new code. So the need for a pen test is kind of a continuous thing. Okay, So I get that. The other thing that I found out on the interviews was, and I want to get your reaction to this, is that there's an existing channel of pen testers that are high IQ, high paid services. So it almost feels like you guys have created kind of like a way to automate some of the basic stuff but still enable the existing folks out there doing this work. I won't say it was below their pay grade but a lot of it was kind of, y'know remedial things, explain and react to that. Because I think that's a key nuance point to this expansion. >> Yeah, so the key thing is how do you run a security test at scale? So if you are a human pen tester maybe in a couple of weeks you could pen test 5,000 hosts. If you're really good, maybe 10,000 hosts. But when you've got a large manufacturer or a bank that's got hundreds of thousands or millions of hosts, there's no way a human's going to be able to do that. So for the really large shops, what we've found is this idea of human machine teaming. Where you run us to run infrastructure testing at scale we'll conduct reconnaissance, we'll do exploitation at scale, we'll find all the juicy interesting stuff. And then that frees up the time for the human to focus on the stuff humans are gifted at. And there's this joke that "Let us focus on all the things that will test at scale, so the human can focus on the problems that get them to speak at DEFCON and let them focus on the really hard interesting juicy stuff while we are executing tests. And at a large scale that's important but also think about Europe. In Germany there are less than 600 certified pen testers for the entire country, in Norway I think there's less than 85, in Estonia there's less than 20. There's just not enough supply of certified testers to be able to effectively meet the demand. >> It's interesting, when you ever have to see these inflection points in industries there's always a 10x multiple or some multiple inflection point that kicks up the growth. Google pioneered site reliability engineers you're seeing it now in cloud native with containers and Kubernetes writing scripts is now going to be more about architecture operating large scale systems. So instead of being a pen tester they're now a pen architect. >> Yeah, well in many ways it's a security by design philosophy which is, I would rather verify my architecture up front, verify my security posture up front, and not wait for the bad guys to show up to poke holes in my environment. And then even economically, the way we design the product most of our users are not pen testers they're actually IT admins, network engineers, people with the CISSP type certification and we give them superpowers. And there are, in back to 10x, for every one certified ethical hacker there are 10 to 20 certified CISSPs. So even the entire experience was designed around those types of security practitioners and network engineers versus the very exquisite pen test types. >> Yeah, it's a great market opportunity. I think this is going to be a big kind of a, an example of how scale works So congratulations. Couple questions I had for you for this announcement was, what are some of the obstacles that you see organizations facing that the channel partners can participate in? 'Cause again, more feet on the street, I get the expansion, but what problems are they solving? >> Yeah, when you think about, back when I was a CIO, there was a very well defined journey I went through. Assess my security posture, I have to assess it at least once or twice a year, I want to assess it as often as possible. From there, as I find problems, the hardest part of my job was deciding what not to fix. And I didn't have enough people to remediate all the issues. So the natural next step is how do I get surge expertise to remediate all of the findings from those assessments. From there, the next thing is, okay while I'm fixing those problems, did my security team or outsourced MSSP detect and respond to those attacks? Not, and if so, great, if not what are the blind spots in my detection response? And then the final step is being that trusted advisor to the executive team, the board, and the regulators around that virtual CISO or strategic security advice. So that is the spectrum of requirements that any customer has. Assess, remediate, verify your detections, and then strategic advice and guidance. Every channel partner has some aspect of those businesses within their portfolio and we enable revenue to be generated for our partners across every one of those. Use us to do assessments at scale, automatically generate the statement of work for everything that we've found, and then our partners make money fixing the issues that we've identified. Use us to audit the blind spots of your security stack and then finally use our results over time to provide strategic advice to the CISO, the board, and their regulators. >> Yeah, it's great, great gap you fill for sure. And with the op, the scale you give other pen testers a lot of growth there. The question that comes up though, I have to ask you and this is what's on people's minds, probably, 'cause it would be, first thing that I would ask Well you guys are kind of new and I get this thing. So what will make you an ideal partner? Why Horizon3.ai as the partner? What do you bring to the table? >> Yeah, I think there's a few things. One is we're approaching our three year anniversary, we've scaled very quickly, we've built a great team. But what differentiates us is our authenticity at scale, our transparency of how we work as a partner, and the fact that we've built a company, that very specifically enables partners to make money, high quality money. In my previous companies I've worked at, partners are kind of relegated to doing low level professional services type work. And if I'm a services shop, that's not going to be very valuable for me. That's a one and done come in, install a product, tune, and so on. What I want, if I'm a partner, is working with technology companies that care deeply about my growth as a partner and then is creating an offering that allows me to white label it, to build my own high margin business above it, give me predictable cost of goods sold so I can build and staff a high functioning organization. That's what we did at Horizon3 is we built the entire company around enabling MSSPs, MSPs, consulting shops, and so on. >> From day one. This is- >> From day one, that was the goal. And so the entire company's been designed you can white label the product, the entire experience can look like yours if you want it to be. The entire company was built from day one to be channel friendly >> This is again, a key point again, I want to double click on that because y'know, at the end of the day, money making's pretty big important thing. Partners don't, channel partners, and resellers, and partners don't want to lose their customer. Want to add value and make high margins. So is it easy to use? How do I consume it? How do I deploy it? You feel comfortable that you guys can deliver on that. >> Yeah, and in fact, a big cultural aspect of Horizon3 is we let our results do the talking. So I don't need to convince people through PowerPoint. What partners will do is they'll show up, they will run us for themselves, they'll run us against some trusted customers of theirs. They get blown away by the results. They get a Horizon3 tattoo at the end. >> Yeah. >> And then they become our biggest champions and advocates. >> And ultimately when you have that land and you can show results and it's a white label, it's an instant money maker. Right? For the partner. That's great Snehal, thanks so much for coming on. Really appreciate it. That's a wrap here, big news and the big news announcement around Horizon3.ai global expansion, new opportunities new channel partners, great product, good for the channel, makes money, helps customers. Can't beat that. I'm John Ferrier with TheCUBE. Thanks for watching. (upbeat music)
SUMMARY :
like to be a very high enables partners to grow with us. and some of the people in the and get them to take advantage of the things you guys for the human to focus on the is now going to be more for the bad guys to show up I get the expansion, but what So that is the spectrum though, I have to ask you and the fact that we've built a company, From day one. And so the entire company's been designed So is it easy to use? So I don't need to convince And then they become our and the big news announcement
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Anant Adya & Saju Sankarankutty, Infosys | HPE Discover 2022
>>the Cube presents H p E discover 2022. Brought to you by H P E. >>Okay, we're back at HPD. Discovered 2022 This is Day Three. We're kind of in the mid point of day three. John Furry and Dave Volonte Wall to wall coverage. I think there are 14th hp slash hp Discover we've sort of documented the history of the company over the last decade. Plus, I'm not a is here is executive vice president at Infosys and Cejudo. Sankaran Kutty is the CEO and vice president of Infosys. Infosys doing some amazing work in the field with clients. Guys, Thanks for coming on the Cube. Thank >>you for the opportunity. >>Yeah, absolutely so. Digital transformation. It's all the buzz word kind of pre pandemic. It was sort of Yeah, you know, we'll get there a lot of lip service to it. Some Some started the journey and then, of course, pandemic. If you weren't digital business, you are out of business. What are the trends that you're seeing now that we're exiting the isolation economy? >>Yeah, um, again, as you rightly called out pre pandemic, it was all about using sort of you know innovation at scale as one of the levers for digital transformation. But if you look at now, post Pandemic, one of the things that we see it's a big trend is at a broad level, right? Digital transformation is not about cost. Take out. Uh, it's all about growth, right? So essentially, uh, like, uh, what we hear from most of the CEO s and most of the customers and most of the executives in the tech company, Digital transformation should be used for business growth. And essentially, it means three things that we see three trends in that space. One is how can you build better products and solutions as part of your transformation strategy? How can you basically use digital transformation to expand into new markets and new new territories and new regions? And the third is, how can you better the experience for your customers? Right. So I think that is broadly what we see as, uh, some other things. And essentially, if you have better customer experience, they will buy more. If you expand into new markets, your revenue will increase. If you actually build better products and solutions, consumers will buy it right, so It's basically like a sort of an economy that goes hand in hand. So I would say the trend is clearly going towards business growth than anything else when it comes to the, >>you know, follow up on that. We had I d. C on yesterday and they were sharing with some of their high level numbers. We've looked at this and and and it seems like I t spending is pretty consistent despite the fact that, for example, you know, the to see the consumer businesses sort of tanking right now. Are you seeing any pullback or any evidence that people are pulling the reins back on the digital transformation Or they just going because if they don't keep keep moving fast, they're gonna fall behind. What are you seeing there? Absolutely. >>In fact, you know what? What we call them as the secular headwinds, right? I mean, if you look at the headwinds here, we see digital transformation is in the minds of everybody, every customer, right. So while there are budget constraints, where are all these macro tailwinds as we call with respect to inflation, with respect to what's happening with Russia and Ukraine with respect to everything that's happening with respect to supply chain right. I think we see some of those tail headwinds. But essentially, digital transformation is not stopping. Everybody is going after that because essentially they want to be relevant in the market. And if they want to be relevant in the market, they have to transform. And if they have to transform, they have to adopt digital transformation. >>Basically, there's no hiding anymore. You know, hiding and you can't hide the projects and give lip service because there's evidence of what the consequences are. And it can be quantified. Yes, you go out of business, you lose money. You mentioned some of the the cost takeouts growth is yes. So I got given the trends and the headwinds and the tail winds. What are you guys seeing as the pattern of companies that came out of the pandemic with growth? And what's going on with that growth driver? What are the elements that are powering companies to grow? Is that machine learning? Is that cloud scales and integration? What are some of the key areas that's given that extra up into the right? >>Yes, I I would say there are six technologies that are defining how growth is being enabled, right? So I think we call it as cloud ai edge five g, Iot and of course, everything to do with a And so these are six technologies that are powering digital transformation. And, uh, one of the things that we are saying is more and more customers are now coming and saying that we want to use these six technologies to drive business outcomes. Uh, for example, uh, we have a very large oil and gas customer of ours who says that, you know, we want to basically use cloud as a lever to Dr Decarbonization. E S G is such a big initiative for everybody in the SGS in the minds of everybody. So their outcome of using technology is to drive decarbonization. And they don't make sure that, you know, they achieve the goals of E. S G. Right There is another customer of ours in the retail space. They are saying we want to use cloud to drive experience for our employees. So I would say that you know, there is pretty much, you know, all these drivers which are helping not just growing their business, but also bettering the experience and meeting some of the organisation goals that they have set up with respect to cloud. So I would say Cloud is playing a big role in every digital transformation initiative of the company. >>How do you spend your time? What's the role of the CEO inside of a large organisation like Infosys? >>So, um, one is in terms of bringing in an outside in view of how technology is making an impact to our customers. And I'm looking at How do we actually start liberating some of these technologies in building solutions, you know, which can actually drive value for our customers? That's one of the focus areas. You know what I do? Um, And if you look at some of the trends, you know what we have seen in the past years as well as what we're seeing now? Uh, there's been a huge spend around cloud which is happening with our customers and predominantly around the cloud Native application development, leveraging some of the services. What's available from the cloud providers like eh? I am l in Hyoty. Um, and and there's also a new trend. You know what we are seeing off late now, which is, um, in terms of improving the experience overall experience liberating some of the technologies, like technologies like block, block, chain as well as we are, we are right, and and this is actually creating new set of solutions. Um, new demands, you know, for our customers in terms of leveraging technologies like matadors leveraging technologies like factory photo. Um, and these are all opportunities for us to build solutions, you know, which can, you know, improve the time to market for our customers in terms of adopting some of these things. Because there has been a huge focus on the improved end user experience or improve experience improved, uh, productivity of, uh, employees, you know, which is which has been a focus. Uh, post pandemic. Right? You know, it has been something which is happening pre pandemic, but it's been accelerated Post pandemic. So this is giving an opportunity for for my role right now in terms of liberating these technologies, building solutions, building value propositions, taking it to our customers, working with partners and then trying to see how we can have this tightly integrated with partners like HP E in this case, and then take it jointly to the market and and find out you know, what's what's the best we can actually give back to our customers? >>You know, you guys have been we've been following you guys for for a long, long time. You've seen many cycles, uh, in the industry. Um, and what's interesting to get your reaction to what we're seeing? A lot of acceleration points, whether it's cloud needed applications. But one is the software business is no longer there. It's open source now, but cloud scale integrations, new hybrid environment kind of brings and changes the game, so there's definitely software plentiful. You guys are doing a lot of stuff with the software. How are customers integrated? Because seeing more and more customers participating in the open source community uh, so what? Red hat's done. They're transforming the open shift. So as cloud native applications come in and get scale and open source software, cloud scale performance and integrations are big. You guys agree with that? >>Absolutely. Absolutely. So if you if you look at it, um, right from the way we can't socialise those solutions, um, open source is something What we have embedded big way right into the solution. Footprint. What we have one is, uh, the ability for us to scale the second is the ability for us to bring in a level of portability, right? And the third is, uh, ensuring that there is absolutely no locking into something. What we're building. We're seeing this this being resonated by our customers to because one is they want to build a child and scalable applications. Uh, it's something where the whole, I would say, the whole dependency on the large software stacks. Uh, you know, the large software providers is likely diminishing now, right? Uh, it's all about how can I simplify my application portfolio Liberating some of the open source technologies. Um, how can I deploy them on a multi cloud world liberating open standards so that I'm not locked into any of these providers? Um, how can I build cloud native applications, which can actually enable portability? And how can I work with providers who doesn't have a lock in, you know, into their solutions, >>And security is gonna be embedded in everything. Absolutely. >>So security is, uh, emperor, right from, uh, design phase. Right? You know, we call it a secure by design And that's something What? We drive for our customers right from our solutions as well as for developing their own solutions >>as opposed to secure by bolt on after the fact. What is the cobalt go to market strategy? How does that affect or how you do business within the HP ecosystem? Absolutely. >>I think you know what we did in, uh, in 2000 and 20. We were the first ones, uh, to come out with an integrated cloud brand called Cobalt. So essentially, our thought process was to make sure that, you know, we talk one consistent language with the customer. There is a consistent narrative. There is a consistent value proposition that we take right. So, essentially, if you look at the Cobalt gold market, it is based on three pillars. The first pillar is all about technology solutions. Getting out of data centres migrating were close to cloud E r. P on Cloud Cloud, Native Development, legacy modernisation. So we'll continue to do that because that's the most important pillar. And that's where our bread and butter businesses right. The second pillar is, uh, more and more customers are asking industry cloud. So what are you specifically doing for my industry. So, for example, if you look at banking, uh, they would say we are focused on Modernising our payment systems. We want to reduce the financial risk that we have because of anti money laundering and those kind of solutions that they're expecting. They want to better the security portion. And of course, they want to improve the experience, right? So they are asking for each of these imperatives that we have in banking. What are some of those specific industry solutions that you are bringing to the table? Right. So that's the second pillar of our global go to market. And the third pillar of our go to market as soon as I was saying is looking at what we call us Horizon three offerings, whether it is metal wars, whether it is 13.0, whether it is looking at something else that will come in the future. And how do we build those solutions which can become mainstream the next 18 to 24 months? So that's essentially the global >>market. That's interesting. Okay, so take the banking example where you've got a core app, it's probably on Prem, and it's not gonna have somebody shoved into the cloud necessarily. But they have to do things like anti money, money laundering and know your ky. See? How are they handling that? Are they building micro services? Are you building for them microservices layers around that that actually might be in the cloud or cloud Native on Prem and Greenway. How is that? How are customers Modernising? >>Absolutely brilliant question. In fact, what we have done is, uh, as part of cobalt, we have something called a reference. Architecture are basically a blueprint. So if you go to a bank and you're engaging a banking executive, uh, the language that we speak with them is not about, uh, private cloud or public cloud or AWS or HP or zero, right? I mean, we talk the language that they understand, which is the banking language. So we take this reference architecture, and we say here is what your core architecture should look like. And, as you rightly called out, there is K. I see there is retail banking. There is anti money laundering. There is security experience. Uh, there are some kpi s and those kind of things banking a PSR open banking as we call, How do we actually bring our solutions, which we have built on open source and something that are specific to cloud and something that our cloud neutral and that's what we take them. So we built this array of solutions around each of those reference architectures that we take to our customers. >>Final question for you guys. How are you guys leveraging the H, P E and new Green Lake and all the new stuff they got here to accelerate the customers journey to edge the cloud? >>So I would say it on three areas right now. This is one is Obviously we are working very closely with HP in terms of taking out solutions jointly to the market and, um, leveraging the whole green late model and providing what I call it as a hyper scale of like experience for our customers in a hybrid, multi cloud world. That's the first thing. The second thing is Onion talked about the cobalt, right? It's an important, I would say, an offering from, uh, you know and offering around cloud from our side. So what we've done is we've closely integrated the assets. You know what I was referring to what we have in our cobalt, uh, under other Kobold umbrella very closely with the HP ecosystem, right? You know, it can be tools like the Emphasis Polly Cloud Platform or the Emphasis pollinate platform very tightly integrated with the HP stack, so that we could actually offer the value proposition right across the value chain. The thought of you know we have actually taken the industry period, like what again mentioned right in terms of rather than talking about a public cloud or a private cloud solution or an edge computing solution. We actually talk about what exactly are the problem statements? What is there in manufacturing today? Or it's there in financial industries today? Or or it's in a bank today or whatever it's relevant to the industry. That's an industry people. So we talk right from an industry problem and and and and and and build that industry, industry people solutions, leveraging the assets, what we have in the and the framework that we have within the couple, plus the integrated solutions. What we bring along with HB. That's that's Those are the three things, what we do along with >>it and that that industry pieces do. There's a whole data layer emerging those industries learning cos they're building their own clouds. Look, working with companies like you because they want to monetise. That's a big part of their digital strategy, guys. Thanks so much for coming on the cue. Thank you. Appreciate your time. Thank >>you. Thank you very much. Really appreciate. >>Thank you. Thank you for watching John and I will be back. John Ferrier, Development at HPD Discovered 2022. You're watching the queue? >>Yeah. >>Mm.
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Brought to you by H P E. Sankaran Kutty is the CEO and vice president of What are the trends that you're seeing now that we're And the third is, how can you better the experience for your customers? the fact that, for example, you know, the to see the consumer businesses sort of tanking right now. I mean, if you look at the headwinds here, What are you guys seeing as the pattern of companies that came out of the pandemic with growth? So I would say that you know, there is pretty much, the market and and find out you know, what's what's the best we can actually give back to our customers? You know, you guys have been we've been following you guys for for a long, long time. So if you if you look at it, um, right from the way we can't socialise And security is gonna be embedded in everything. You know, we call it a secure by design And that's something What? What is the cobalt go to So that's the second pillar of our global go to market. around that that actually might be in the cloud or cloud Native on Prem and Greenway. So if you go to a bank How are you guys leveraging the H, P E and new Green Lake and all the new stuff they That's that's Those are the three things, what we do along with Look, working with companies like you because Thank you very much. Thank you for watching John and I will be back.
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Mani Thiru, AWS | Women in Tech: International Women's Day
>>Mm. >>Okay. Hello, and welcome to the Cubes Coverage of the International Women in Tech Showcase featuring National Women's Day. I'm John for a host of the Cube. We have a great guest here of any theory a PJ head of aerospace and satellite for A W S A P J s Asia Pacific in Japan. Great to have you on many thanks for joining us. Talk about Space and International Women's Day. Thanks for coming on. >>Thanks, John. It's such a pleasure to be here with you. >>So obviously, aerospace space satellite is an area that's growing. It's changing. AWS has made a lot of strides closure, and I had a conversation last year about this. Remember when Andy Jassy told me about this initiative to 2.5 years or so ago? It was like, Wow, that makes a lot of sense Ground station, etcetera. So it just makes a lot of sense, a lot of heavy lifting, as they say in the satellite aerospace business. So you're leading the charge over there in a p J. And you're leading women in space and beyond. Tell us what's the Storey? How did you get there? What's going on. >>Thanks, John. Uh, yes. So I need the Asia Pacific business for Clint, um, as part of Amazon Web services, you know, that we have in industry business vertical that's dedicated to looking after our space and space customers. Uh, my journey began really? Three or four years ago when I started with a W s. I was based out of Australia. Uh, and Australia had a space agency that was being literally being born. Um, and I had the great privilege of meeting the country's chief scientist. At that point. That was Dr Alan Finkel. Uh, and we're having a conversation. It was really actually an education conference. And it was focused on youth and inspiring the next generation of students. Uh, and we hit upon space. Um, and we had this conversation, and at that stage, we didn't have a dedicated industry business vertical at A W s well supported space customers as much as we did many other customers in the sector, innovative customers. And after the conversation with Dr Finkel, um, he offered to introduce me, uh, to Megan Clark, who was back back then the first CEO of the Australian Space Agency. So that's literally how my journey into space started. We had a conversation. We worked out how we could possibly support the Australian Space Agency's remit and roadmap as they started growing the industry. Uh, and then a whole industry whole vertical was set up, clinic came on board. I have now a global team of experts around me. Um, you know, they've pretty much got experience from everything creating building a satellite, launching a satellite, working out how to down link process all those amazing imagery that we see because, you know, um, contrary to what a lot of people think, Uh, space is not just technology for a galaxy far, far away. It is very much tackling complex issues on earth. Um, and transforming lives with information. Um, you know, arranges for everything from wildfire detection to saving lives. Um, smart, smart agriculture for for farmers. So the time of different things that we're doing, Um, and as part of the Asia Pacific sector, uh, my task here is really just to grow the ecosystem. Women are an important part of that. We've got some stellar women out here in region, both within the AWS team, but also in our customer and partner sectors. So it's a really interesting space to be. There's a lot of challenges. There's a lot of opportunities and there's an incredible amount of growth so specific, exciting space to be >>Well, I gotta say I'm super inspired by that. One of the things that we've been talking about the Cuban I was talking to my co host for many, many years has been the democratisation of digital transformation. Cloud computing and cloud scale has democratised and change and level the playing field for many. And now space, which was it's a very complex area is being I want kind of democratised. It's easier to get access. You can launch a satellite for very low cost compared to what it was before getting access to some of the technology and with open source and with software, you now have more space computing things going on that's not out of reach. So for the people watching, share your thoughts on on that dynamic and also how people can get involved because there are real world problems to solve that can be solved now. That might have been out of reach, but now it's cloud. Can you share your thoughts. >>That's right. So you're right, John. Satellites orbiting There's more and more satellites being launched every day. The sensors are becoming more sophisticated. So we're collecting huge amounts of data. Um, one of our customers to cut lab tell us that we're collecting today three million square kilometres a day. That's gonna increase to about three billion over the next five years. So we're already reaching a point where it's impossible to store, analyse and make sense of such massive amounts of data without cloud computing. So we have services which play a very critical role. You know, technologies like artificial intelligence machine learning. Help us help these customers build up products and solutions, which then allows us to generate intelligence that's serving a lot of other sectors. So it could be agriculture. It could be disaster response and recovery. Um, it could be military intelligence. I'll give you an example of something that's very relevant, and that's happening in the last couple of weeks. So we have some amazing customers. We have Max our technologies. They use a W S to store their 100 petabytes imagery library, and they have daily collection, so they're using our ground station to gather insight about a lot of changing conditions on Earth. Usually Earth observation. That's, you know, tracking water pollution, water levels of air pollution. But they're also just tracking, um, intelligence of things like military build up in certain areas. Capella space is another one of our customers who do that. So over the last couple of weeks, maybe a couple of months, uh, we've been watching, uh, images that have been collected by these commercial satellites, and they've been chronicling the build up, for instance, of Russian forces on Ukraine's borders and the ongoing invasion. They're providing intelligence that was previously only available from government sources. So when you talk about the democratisation of space, high resolution satellite images are becoming more and more ridiculous. Um, I saw the other day there was, uh, Anderson Cooper, CNN and then behind him, a screenshot from Capella, which is satellite imagery, which is very visible, high resolution transparency, which gives, um, respected journalists and media organisations regular contact with intelligence, direct intelligence which can help support media storytelling and help with the general public understanding of the crisis like what's happening in Ukraine. And >>I think on that point is, people can relate to it. And if you think about other things with computer vision, technology is getting so much stronger. Also, there's also metadata involved. So one of the things that's coming out of this Ukraine situation not only is tracking movements with the satellites in real time, but also misinformation and disinformation. Um, that's another big area because you can, uh, it's not just the pictures, it's what they mean. So it's well beyond just satellite >>well, beyond just satellite. Yeah, and you know, not to focus on just a crisis that's happening at the moment. There's 100 other use cases which were helping with customers around the globe. I want to give you a couple of other examples because I really want people to be inspired by what we're doing with space technology. So right here in Singapore, I have a company called Hero Factory. Um, now they use AI based on Earth observation. They have an analytics platform that basically help authorities around the region make key decisions to drive sustainable practises. So change detection for shipping Singapore is, you know, it's lots of traffic. And so if there's oil spills, that can be detected and remedy from space. Um, crop productivity, fruit picking, um, even just crop cover around urban areas. You know, climate change is an increasing and another increasing, uh, challenges global challenge that we need to tackle and space space technology actually makes it possible 15 50% of what they call e CVS. Essential climate variables can only be measured from space. So we have companies like satellite through, uh, one of our UK customers who are measuring, um, uh, carbon emissions. And so the you know, the range of opportunities that are out there, like you said previously untouched. We've just opened up doors for all sorts of innovations to become possible. >>It totally is intoxicating. Some of the fun things you can discuss with not only the future but solving today's problems. So it's definitely next level kind of things happening with space and space talent. So this is where you start to get into the conversation like I know some people in these major technical instance here in the US as sophomore second year is getting job offers. So there's a There's a there's a space race for talent if you will, um and women talent in particular is there on the table to So how How can you share that discussion? Because inspiration is one thing. But then people want to know what to do to get in. So how do you, um how do you handle the recruiting and motivating and or working with organisations to just pipeline interest? Because space is one of the things you get addicted to. >>Yeah. So I'm a huge advocate for science, technology, engineering, math. We you know, we highlights them as a pathway into space into technology. And I truly believe the next generation of talent will contribute to the grand challenges of our time. Whether that climate change or sustainability, Um, it's gonna come from them. I think I think that now we at Amazon Web services. We have several programmes that we're working on to engage kids and especially girls to be equipped with the latest cloud skills. So one of the programmes that we're delivering this year across Singapore Australia uh, we're partnering with an organisation called the Institute for Space Science, Exploration and Technology and we're launching a programme called Mission Discovery. It's basically students get together with an astronaut, NASA researcher, technology experts and they get an opportunity to work with these amazing characters, too. Create and design their own project and then the winning project will be launched will be taken up to the International space station. So it's a combination of technology skills, problem solving, confidence building. It's a it's a whole range and that's you know, we that's for kids from 14 to about 18. But actually it, in fact, because the pipeline build is so important not just for Amazon Web services but for industry sector for the growth of the overall industry sector. Uh, there's several programmes that were involved in and they range from sophomore is like you said all the way to to high school college a number of different programmes. So in Singapore, specifically, we have something called cloud Ready with Amazon Web services. It's a very holistic clouds killing programme that's curated for students from primary school, high school fresh graduates and then even earlier careers. So we're really determined to work together closely and it the lines really well with the Singapore government's economic national agenda, um so that that's one way and and then we have a tonne of other programmes specifically designed for women. So last year we launched a programme called She Does It's a Free online training learning programme, and the idea is really to inspire professional women to consider a career in the technology industry and show them pathways, support them through that learning process, bring them on board, help drive a community spirit. And, you know, we have a lot of affinity groups within Amazon, whether that's women in tech or a lot of affinity groups catering for a very specific niches. And all of those we find, uh, really working well to encourage that pipeline development that you talk about and bring me people that I can work with to develop and build these amazing solutions. >>Well, you've got so much passion. And by the way, if you have, if you're interested in a track on women in space, would be happy to to support that on our site, send us storeys, we'll we'll get We'll get them documented so super important to get the voices out there. Um and we really believe in it. So we love that. I have to ask you as the head of a PJ for a W S uh aerospace and satellite. You've you've seen You've been on a bunch of missions in the space programmes of the technologies. Are you seeing how that's trajectory coming to today and now you mentioned new generation. What problems do you see that need to be solved for this next generation? What opportunities are out there that are new? Because you've got the lens of the past? You're managing a big part of this new growing emerging business for us. But you clearly see the future. And you know, the younger generation is going to solve these problems and take the opportunities. What? What are they? >>Yes, Sometimes I think we're leaving a lot, uh, to solve. And then other times, I think, Well, we started some of those conversations. We started those discussions and it's a combination of policy technology. We do a lot of business coaching, so it's not just it's not just about the technology. We do think about the broader picture. Um, technology is transferring. We know that technology is transforming economies. We know that the future is digital and that diverse backgrounds, perspective, skills and experiences, particularly those of women minority, the youth must be part of the design creation and the management of the future roadmaps. Um, in terms of how do I see this going? Well, it's been sort of we've had under representation of women and perhaps youth. We we just haven't taken that into consideration for for a long time now. Now that gap is slowly becoming. It's getting closer and closer to being closed. Overall, we're still underrepresented. But I take heart from the fact that if we look at an agency like the US Mohammed bin Rashid Space Centre, that's a relatively young space agency in your A. I think they've got about three or 400 people working for them at this point in time, and the average age of that cohort John, is 28. Some 40% of its engineers and scientists are women. Um, this year, NASA is looking to recruit more female astronauts. Um, they're looking to recruit more people with disabilities. So in terms of changing in terms of solving those problems, whatever those problems are, we started the I guess we started the right representation mix, so it doesn't matter. Bring it on, you know, whether it is climate change or this ongoing crisis, productive. Um, global crisis around the world is going to require a lot more than just a single shot answer. And I think having diversity and having that representation, we know that it makes a difference to innovation outputs. We know that it makes a difference to productivity, growth, profit. But it's also just the right thing to do for so long. We haven't got it right, and I think if we can get this right, we will be able to solve the majority of some of the biggest things that we're looking at today. >>And the diversity of problems in the diversity of talent are two different things. But they come together because you're right. It's not about technology. It's about all fields of study sociology. It could be political science. Obviously you mentioned from the situation we have now. It could be cybersecurity. Space is highly contested. We dated long chat about that on the Last Cube interview with AWS. There's all these new new problems and so problem solving skills. You don't need to have a pedigree from Ivy League school to get into space. This is a great opportunity for anyone who can solve problems because their new No one's seen them before. >>That's exactly right. And you know, every time we go out, we have sessions with students or we're at universities. We tell them, Raise your voices. Don't be afraid to use your voice. It doesn't matter what you're studying. If you think you have something of value to say, say it. You know, by pushing your own limits, you push other people's limits, and you may just introduce something that simply hasn't been part of before. So your voice is important, and we do a lot of lot of coaching encouraging, getting people just to >>talk. >>And that in itself is a great start. I think >>you're in a very complex sector, your senior leader at AWS Amazon Web services in a really fun, exciting area, aerospace and satellite. And for the young people watching out there or who may see this video, what advice would you have for the young people who are trying to navigate through the complexities of now? Third year covid. You know, seeing all the global changes, um, seeing that massive technology acceleration with digital transformation, digitisation it's here, digital world we're in. >>It could >>be confusing. It could be weird. And so how would you talk to that person and say, Hey, it's gonna be okay? And what advice would you give? >>It is absolutely going to be okay. Look, from what I know, the next general are far more fluent in digital than I am. I mean, they speak nerd. They were born speaking nerd, so I don't have any. I can't possibly tell them what to do as far as technology is concerned because they're so gung ho about it. But I would advise them to spend time with people, explore new perspectives, understand what the other is trying to do or achieve, and investing times in a time in new relationships, people with different backgrounds and experience, they almost always have something to teach you. I mean, I am constantly learning Space tech is, um it's so complicated. Um, I can't possibly learn everything I have to buy myself just by researching and studying. I am totally reliant on my community of experts to help me learn. So my advice to the next generation kids is always always in this time in relationships. And the second thing is, don't be disheartened, You know, Um this has happened for millennia. Yes, we go up, then we come down. But there's always hope. You know, there there is always that we shape the future that we want. So there's no failure. We just have to learn to be resilient. Um, yeah, it's all a learning experience. So stay positive and chin up, because we can. We can do it. >>That's awesome. You know, when you mentioned the Ukraine in the Russian situation, you know, one of the things they did they cut the Internet off and all telecommunications and Elon Musk launched a star linked and gives them access, sending them terminals again. Just another illustration. That space can help. Um, and these in any situation, whether it's conflict or peace and so Well, I have you here, I have to ask you, what is the most important? Uh uh, storeys that are being talked about or not being talked about are both that people should pay attention to. And they look at the future of what aerospace satellite these emerging technologies can do for the world. What's your How would you kind of what are the most important things to pay attention to that either known or maybe not being talked about. >>They have been talked about John, but I'd love to see more prominent. I'd love to see more conversations about stirring the amazing work that's being done in our research communities. The research communities, you know, they work in a vast area of areas and using satellite imagery, for instance, to look at climate change across the world is efforts that are going into understanding how we tackle such a global issue. But the commercialisation that comes from the research community that's pretty slow. And and the reason it's loads because one is academics, academics churning out research papers. The linkage back into industry and industry is very, um, I guess we're always looking for how fast can it be done? And what sort of marginal profit am I gonna make for it? So there's not a lot of patients there for research that has to mature, generate outputs that you get that have a meaningful value for both sides. So, um, supporting our research communities to output some of these essential pieces of research that can Dr Impact for society as a whole, Um, maybe for industry to partner even more, I mean, and we and we do that all the time. But even more focus even more. Focus on. And I'll give you a small example last last year and it culminated this earlier this month, we signed an agreement with the ministry of With the Space Office in Singapore. Uh, so it's an MOU between AWS and the Singapore government, and we are determined to help them aligned to their national agenda around space around building an ecosystem. How do we support their space builders? What can we do to create more training pathways? What credits can we give? How do we use open datasets to support Singaporeans issues? And that could be claimed? That could be kind of change. It could be, um, productivity. Farming could be a whole range of things, but there's a lot that's happening that is not highlighted because it's not sexy specific, right? It's not the Mars mission, and it's not the next lunar mission, But these things are just as important. They're just focused more on earth rather than out there. >>Yeah, and I just said everyone speaking nerd these days are born with it, the next generations here, A lot of use cases. A lot of exciting areas. You get the big headlines, you know, the space launches, but also a lot of great research. As you mentioned, that's, uh, that people are doing amazing work, and it's now available open source. Cloud computing. All this is bringing to bear great conversation. Great inspiration. Great chatting with you. Love your enthusiasm for for the opportunity. And thanks for sharing your storey. Appreciate it. >>It's a pleasure to be with you, John. Thank you for the opportunity. Okay. >>Thanks, Manny. The women in tech showcase here, the Cube is presenting International Women's Day celebration. I'm John Ferrier, host of the Cube. Thanks for watching. Mm mm.
SUMMARY :
I'm John for a host of the Cube. So it just makes a lot of sense, imagery that we see because, you know, um, contrary to what a lot of people think, So for the people watching, share your thoughts So when you talk about the democratisation of space, high resolution satellite images So one of the things that's coming out of this Ukraine situation not only is tracking movements And so the you know, the range of opportunities that are out there, Some of the fun things you can discuss with So one of the programmes that we're delivering this year across Singapore And by the way, if you have, if you're interested in a track But it's also just the right thing to do for so long. We dated long chat about that on the Last Cube interview with AWS. And you know, every time we go out, we have sessions with students or we're at universities. And that in itself is a great start. And for the young people watching And so how would you talk to that person and say, So my advice to the next generation kids is always You know, when you mentioned the Ukraine in the Russian situation, you know, one of the things they did they cut the And and the reason it's loads because one is academics, academics churning out research you know, the space launches, but also a lot of great research. It's a pleasure to be with you, John. I'm John Ferrier, host of the Cube.
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Joanne Kua, KSK, Krystine Kua, KSK City LabsCindy Kua, Sunday Insur | Women in Tech: Int Women's Day
>>Yeah. Hello. Welcome to the Cubes International Women's Showcase, featuring International Women's Day. I'm John for your host of the queue here in Palo Alto, California. And we have three great guests videoing in from Kuala Lumpur as well as Bangkok. Johann Kwa, group CEO of K s K Group. It's just a Christina Equal, co founder and head of K s, K C Labs and Cindy, co founder of Sunday Insurance in Bangkok. Ladies. Thanks for coming on the cue. Appreciate you coming on. Thanks for Thanks for joining me on this special day. >>Thank you. Thank you so much. You >>guys are three sisters, trailblazing and the insurance and real estate through digital transformation in the cloud taking a three decade old family business to the next level raising the bar, as they say in the cloud business. Congratulations. Tell us how it all started. What's going on now? What does it look like? Where did it come from? Tell the Storey. >>Okay, so maybe I'll start, Uh, you know, since I'm at the group CEO level. So, um, as a quick introduction, you know? Okay. SK group, uh, were about 30 years old now, as a group three decades. Um, we started off as an insurance, uh, nonlife insurance company. Um, and then over the years, um, you know, we we operate in in South East Asia, So we are based in the US and markets. That message is also sitting in, um, and very quickly over the years, you know, we decided to actually venture into property development as well. Um, and really across the journey. Um, you know, we we've always been very, um, obsessed over the customers. You know, uh, and, you know, during this time and age, you know, all the customers are really digital natives now, and and, you know, the tech is very, very interesting. And so So starting in the year of 2017, we decided, um, to actually venture. Cindy and I at least we decided to start up our own, uh, tech, uh, called Sunday. Uh, Cindy is now the full time CEO and co founders. Um, and, you know, uh, it's an exciting journey from then on, uh, where now The first full stack ensure attack in in the whole of of the Asian market, uh, starting off in Thailand. Um, And then when Christine came back, to join the business. You know, since we were already in real estate, we decided, taking on from the inspiration of what we did with Sunday, how about we do the same in in in property? Because we obviously saw, you know, there was super loads of opportunities that we could we could we could do. And and a year ago, we gave birth to cast a city lapse. Um, now a prop tech company based in Malaysia. >>Christine and Cindy tell the storey here because this is actually fascinating. Storey, your sisters, your entrepreneurial. So you know each other? You're related and you've got ups and downs with the startups and growing companies changing landscape. A lot of challenges. You all gotta get along all the time. How's it going? What's it like? Mm. >>Maybe I'll start. I think I think for me I'm probably the newest addition to the trio in the, you know, working together kind of space. So for me, I think it's all about really learning how to, you know, separate your professional and personal life. And like you mentioned, you know, we live together. But we also work together. So for me, I think I took a >>lot of advice >>and direction. Um, both from Johann and, >>uh, help >>me a lot. Um, so So I think that's been my experience. Been great So far, Um, they've been really, really supportive. And I think going through this journey of, you know, like, founding a company together, it's obviously very challenging. And so I feel very fortunate to have two sisters who have already gone through it once, you know? >>So for the other guests is trying to get on the cube here. Over there. Um, sounds like fun. Uh, Christine. So on the city labs, you gotta cheque side of it there in the in the property tech. That's exciting. How's it going over there? >>Uh, super, Super cool. Super fun. Uh, has been one heck of a journey building a company from scratch, let alone in tech. I think you know, we created K s K C d lives because we really wanted to modernise the real estate industry, uh, and create, like, super transformative solutions, uh, many for two reasons. You know, one is to improve the quality of life, um, of the community around us. Uh, and secondly, really to harness all the technology and this unused data right in the real estate industry. And try and say, how can we use that to make more intelligent business decisions? Yeah, so So really, Um, I guess for us, it's been really exciting because we've launched two products. Uh, you know, one of which is Ai driven, dynamic pricing engine. And we realised that actually, the way that homes are priced today, uh, in real estate is super RK right? You only use a few basic variables. Like, how big is your house? What views do you have? But then we realised that, actually hey, with a I where you suddenly can use, like, hundreds of variables, um, and even, you know, consisting of wellness variables, for example. Um, and you can really customise pricing all the way down to a single unit level. Uh, and we realise that by doing this, we could actually unlock, um, ferret prices for our customers while also constantly kind of tracking the financial health of the company. >>Awesome. Cindy, I wanna get you in here. A co founder, Sunday Insurance. That was the origination. But a lot of change data drives everything machine learning. You gotta have the state of the art. What's going on with you? >>Yeah, I think for us, essentially, uh, we're operating in a very old industry. Um, it's one of the oldest industries globally. And if you look at the entire insurance value chain, um, every part of the process can actually, it's all about data. You can. It can be disrupted. Um, but yet every inch of the value chain is also regulated. So I think essentially what we're trying to do is, um, we're trying to really innovate the customer journey. So imagine if, um, even in the States now and even coming back to Asia, a lot of how people buy insurance is still very face to face agency. But I think in the future is going to be remote online on your app, through any partners as well. So I think, uh, we're trying to adopt any machine learning to really scale and automate, uh, the journey of anyone who's trying to buy insurance. But at the same time for insurance companies were also trying to help them automate that function itself. So imagine if banks are trying to dish out loans and you're trying to predict. What's the credit risk of every, um, single customer? That's exactly what insurance company needs to do as well. Um, And I guess insurance is all about buying a service as well. >>It's unlike you >>know, I'm gonna buy an apple. It comes to the hardware, >>right? So we're >>selling a service. So essentially you're service has to also dramatically changed. And I think these days, especially when we're operating in, uh, Thailand, Indonesia is one of the highest adoption rates for mobile these days. Everyone does. Everything lives on on the apps. So, um, insurance companies also needs to really on board their journey on that as well as increased engagement. So I don't just want to be an insurance company where, um, I speak to you and I have an issue with my claim. I want to really build a relationship with you and engage you differently. So I think it's actually that's the mission for a Sunday. So I think Imagine if imagine an insurance company 50 years in the future. How would it be? Uh, that's our mission. >>This is a great example. You guys, First of all, you're very dynamic. Thanks for sharing your storey. But when you get into the tech here, if industries that are transforming because of the digital transformation, the consumers expect the apps. You guys, as co founders and entrepreneurs now running this big business have to meet the demands and leverage the technology. How have you done that? How are you guys manage that? What kinds of decisions have you made? And you share some either experiences or observations of how to navigate and how you're riding that wave. >>Yeah. So I think if you hear from what Cindy and Christine has just mentioned, I mean, uh, we were playing in, you know, two of the oldest and largest industries in the world. Real estate and insurance. And, uh, you know, in both industries, as I said earlier, you know, it's really all about the customers, right? Um you know, in in the past, we used to think of of businesses as you know, what's your vertical and the horizontal today? Um, at least four k s k and and and all the all these, um, you know, tech ventures that we are now venture building. We're really thinking about it from the customer land. So really thinking about it from a customer ecosystem perspective. So instead of, you know, creating products and and having that push out to the customers, you know, we use tech and data and and especially data today and the right amount of data and what type of data that we want understanding that and really, um, building that product and really the services, uh, for the customers. So once you know the customer enters our ecosystem, whether you know, in your real estate, um, ecosystem or whether it's in your insurance ecosystem, we want you to to continue to stay with us, um, and to trust us. Um, and so it's not just about selling you a product, but really, you know, like, what Cindy says building a relationship with you because we think that, you know, obviously you know when insurance is something you really need when when when things go wrong in your life, we don't only want to be there. When things go wrong in your life and for real estate, you know everybody needs a shelter. So so so that's why we think that building relationships are very important and from really true, that lands is when you really think about the ecosystem and you think about data. I think Cindy Increasing gave some examples of how we're approaching it. Um, a lot of people start from from from a, you know, from a traditional business and from within. But for us, um, we decided to actually take it outside. Um, and, you know, take the approach of venture building from a startup, um, but really have, on the back end, really have that Connexion to the core businesses. Because what the core businesses understand is, you know, lifetime and experience of how customers feel and and, you know, um, in insurance, it's really about how to run a financial institution in real estate is really how to build buildings, and that is something that we can't take away. But, you know, you use technology to enable and to power. But what venture and start ups do extremely well is really the way we are extremely nimble and the way you use tech and data to navigate the quick changes of customer demands. And and you know, one thing an app and it's all about quick iterations. Right? When you build a super app, how do you incorporate all the features that are coming in, you have to keep on, you know, iterating changing, innovating, um, and innovating small with quick wins and then taking on a larger scale. And so the way we position ourselves is when you have to start up and you combine that with the core. Um, and putting the two together is how, how, how we look at things and that four minutes, the whole ecosystem >>that's awesome and being agile as fast and speed is key if you want to be there. Startup. But at the core business, that's going kind of slow. You got to kind of make everything go faster. That's a great, great insight. Let's talk about the disruption of the property industry again. That's real estate now with the Internet of things, technologies and also people expect technology. They wanna have access. I don't wanna have all these passwords and, you know they want to have easy in and out. They want good efficiency, save money. What's the disruption angle on? Um, the property neck. Christine, what's your How do you see that? The big disruption going? >>Yeah. So I think as Johann already mentioned before, you know um I think our customers we know are becoming, um, digital natives. Right? And they expect very convenient lifestyles. And we're all about our customers. So, actually, that's why we launched also another product, right where we're taking all of these things that you just mentioned, you know, about Iot into account. So what we found is, um, that actually, today, um, you know, the village about real estate is that we all live through that life as well, so we can experience that. Uh, we found that residents today, um, they find it quite challenging to request, you know, basic services like housekeeping managing, um, their defects, their tenants. Um, you know, even the financial planning and even getting into the building, right, they want more convenience. Um, but we realised that actually, all these services in the real estate industry right now and even in the prop tech space, they are very, very segmented. They're all discussed across multiple different apps. So what we really try to do is hey, let's try and consolidate all of this into one single app, which we have done, which is really cool, And it helps our residents really stay engaged and connected with our property. Um, what we did also was on the Iot front. We we were actually the first developer in Malaysia to also integrate, You know, future proof solutions like remote lift calling as well, um, into the mobile app. And that's to really go like, push on the Iot front. For us as well. >>Must be great for retention. It's all the gadgets are built into the of course. You have good WiFi fibre in their everyone's got good band with >>for sure >>It's like water and plumbing. Uh, I'd like to get everyone everyone loves that. I gotta ask Now, on the on the on the on The disruption is great. Now you've got the clouds, the clouds here for actually Amazon. You guys are big customer because you guys can move fast and they do all the heavy lifting. How are you guys seeing that helped modernise in the industry of insurance? Because that's a big vertical for a W s and you guys are doing is Cindy. What is the What is the modernisation? Um, half that you guys have taken with a W s. >>Yeah, sure. So I think essentially, for insurance, it's a product development. And when we talk about product development means, um how do you price, um, every certain individual or company very differently, right, Because everyone has very different risks surrounding them. Uh, currently, what we face is that it's a flat pricing fixed pricing. Um, and it's not really personalised to you. If you are a very good behaviour and safe kind of customer, it doesn't translate to any premium savings for you. Um, so I think, uh, part of insurance is to give, for example, affordable access to health care. But if your premiums isn't sustainable for health insurance, then it doesn't really need the point. So, uh, for Sunday, like, how we're trying to trying to do it differently is, for example, we use some AWS cloud solutions and AWS Lambda too, really power our machine learning Savalas and Cloud infrastructure. So, for example, uh, Sunday we are a serious bee companies sober and the growth stage. So at any point in time, we need to ensure that our infrastructure is able to support a huge spike in transaction volume, and we're working with large scale partners like telcos, e commerce companies, or even within our organic channels. So our AI machine learning risk prediction model, which is basically, um, powering our premium pricing engines whenever there's any requests coming in front of the Web for foreign quotation. For example, if someone wants to buy health insurance, um, it can go up and spike. But also, the data model is actually pricing, uh, processing billions of calculations, ingesting a lot of data points. Uh, it needs to do that within seconds, so yeah, I think a w s. We've been using it from day one since we launched. It's been, uh, helping us on >>that and make it go faster. That's the big thing. I gotta ask you when you guys have this family business now, three decades, you got a lot going on extending that legacy and sustaining the family legacy. I love the Storey. So who decides whether to do the startup and you guys draw straws? Is that you guys flip a coin? You gotta who runs the big business? How do you guys decide that? Mm. >>Um, maybe I'll >>I >>would say maybe it came very naturally to us. Really? I guess Here we don't have to disclose. Our age is a little bit, so I mean, I mean, we all actually the background and really all three of us. Before we came into the family business, we were all working professionals in very different fields. I was a I was in banking. Cindy was a lawyer, and Christine was a a doctor, actually, Um um, but, you know, I came back first. I'm the eldest, so after, you know, walking outside and looking into the family business. So I came back first, and and And from there, I took over the insurance business and looking at it, it was a very lonely place to be. So, um, you know, after a couple of years of Cindy being a professional life, you know, we said, Hey, would you like to come back? And let's, uh, take a different journey with insurance and see how we can build something different? Uh, since we know a lot about insurance, but let's make make make a difference and and and, you know, be sustainable, but also evolve over time and show the world that insurance is actually pretty sexy, actually. Um, and then, you know, Christine saw the fund that the two of us were having, uh, already started building a real estate on on my end. Uh, and then, uh, she came back. And, you know, we have a conversation, and we said, Look, looking at you know what we're doing in Sunday? You know, building pricing engines and being able to price to a single customer level. Um, we saw that opportunity in real estate, and, uh so I asked her. I said, Look, would you like to do this? You know, because I think there is something cool. Um, the three of us can band together and still inspire each other share ideas across each other. That's an opportunity that a lot of people don't get right. I mean, to all these industries in the world being able to cross share ideas. Uh, and sometimes inspirations and ideas don't come from the same industry. Uh, and so I think. And that's how we started. Really, John, it's not. Maybe we're lucky, and we should be grateful for >>that. You're all power women. I love the storey, and it is good that you come together, and I think the entrepreneurial kind of twist makes it more fun. But not everyone is cut out with the entrepreneurship, but it also gives you more risk management. You can. You can go after opportunities I love. I love the strategy there. You guys are great leaders. Any advice for other aspiring women leaders and entrepreneurs out there who want to make a difference? Make an impact? The world is. Change is getting better for everyone. And and again, entrepreneurial could be in big companies and also big companies doing startups. There's a whole new world. What advice would you guys give other aspiring women leaders? Okay, >>I'll keep it short from my end. I think for me it's about really following your passion following your ambition. And lastly, I think not to try and not feel like you need to conform to any gender stereotypes because I think in male dominated industries such as real estate, our are attack. I think people might have some ideas about you know what a what a tech leader or what a real estate leader might have to look like. But you don't have to conform to that. So that's probably my advice. Uh, >>yeah, I I fully agree with Chris right there. I think, um, gender isn't an issue here. If you have a passion and you identify, there is a market opportunity that you can, you know, you can really do something about it. Just just pursue it. I think most importantly, if you ever want to be an entrepreneur and start your own business or your own, start up. Uh, so long as you have the confidence, I think you're you're good to go. Um, there's a lot of talk out that that or, you know, um, women led start ups are not >>attracting >>funds, but we haven't faced that anyway. In this part of Asia, I think there's a lot of, um, I think it attracts even more attention. If you're a woman in a male dominated that industry like, hey, then you know it's it's quite unique. So I think you have a strength there, and I think there's a lot of diverse talent out there. Um, post pandemic. A lot of people are looking for changes as well, so I think it is a lot of a lot of opportunity out there. >>Yeah, Joanne, you know, you know, the thing is with cloud computing, it's a level centre. It really because if you can come together, whether it's sisters like you guys, powerful sisters and professional experience coming together leverage technology to re factor old industries. It's all about the numbers and the performance. At the end of the day, you know, you move faster and you take territory and beat the competition. >>Ultimate >>the ultimate uh, leveller. Well, congratulations. You guys are great. Thanks for coming on The Cube Sisters. You guys are amazing. Great Storey Love it. Thanks for coming out and celebrating International Women's Day feature today as part of our international women's showcase here in the Cube. Thank you so much. >>Thank you. Thank you for having us. >>Okay. The Cubes International Women's showcase Going on all year, this time featuring International Women's Day The big celebration. I'm John Ferrier, host of the Cube here in Palo Alto, California. Thanks for watching. Mm mm
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Appreciate you coming on. Thank you so much. Tell the Storey. Um, and then over the years, um, you know, we we operate in in South So you know each other? learning how to, you know, separate your professional and personal life. Um, both from Johann and, And I think going through this journey of, you know, So on the city labs, you gotta cheque side I think you know, You gotta have the state of the art. And if you look at the entire insurance value chain, um, every part of the process can actually, It comes to the hardware, So I don't just want to be an insurance company where, um, I speak to you and I have an issue with my But when you get into the tech in in the past, we used to think of of businesses as you know, what's your vertical and the horizontal today? I don't wanna have all these passwords and, you know they want to have easy Um, you know, even the financial planning and even getting into the building, It's all the gadgets are built into the of course. Um, half that you guys have taken with a W And when we talk about product development means, um how do you price, I gotta ask you when you guys have this family business Um, and then, you know, Christine saw the fund that the two of us were having, I love the storey, and it is good that you come together, and I think the entrepreneurial And lastly, I think not to try and not feel like you need to conform to Um, there's a lot of talk out that that or, you know, um, women led start ups are not So I think you have a strength At the end of the day, you know, you move faster and you take territory and beat the competition. Thank you so much. Thank you for having us. I'm John Ferrier, host of the Cube here
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George Elissaios, AWS | AWS re:Invent 2021
>>Yeah. Hey, everyone, Welcome to the cubes. Continuous coverage of AWS Re invent 2021. I'm Lisa Martin with John Furrier were running one of the industry's largest and most important hybrid tech events with AWS and massive ecosystem of partners. Right now there are two live cube sets to remote sets over 100 guests on the programme and we're pleased to welcome back one of our alum I to talk about the next generation and cloud innovation. Georgia Lisa is joins John to me, the director of product management for EC two edge at A. W S George. Welcome to the programme. >>Glad to be here in person. Thanks Great to be here in person. Awesome to be here in person. Finally, >>one of the things that is very clear is the US flywheel of innovation and there was no slowdown with what's happened in the last 22 months. Amazing announcements, new leadership. We talked a little bit about five g yesterday, but let's talk more about that. Everyone is excited about five g consumers businesses. What's going on? >>So, yeah, I wanted to talk to you today about the new service that we launched called AWS Private. Five g. Essentially, it's a service that allows any AWS customer to build their own private five g network and what we try to do with the services make it that simple and cost effective for anyone without any telco experience or expertise, really, to build their own private five g network. So you just have to go to your AWS console. Um, describe the parameters for network simple stuff like, Where do you want it to be located? The throughput, the number of devices and AWS will build a plan for your network and seep you everything that you need. Just plug it together. Uh, turn it on and the network automatically configures itself. All you got to do is popular sim cards that we send you into your mobile devices and you have a private five g network working in your your premise is >>one of the things that we know and love about AWS is its customer obsession. It's focused on the customer's that whole flywheel of all the innovation that comes out as Adam was saying yesterday to the customers, we deliver this, but but you wanted more. We said we deliver this, but you wanted more. Talk to me a little bit about some of the customer catalysts for private five G. >>Actually, one of the good examples is where we are right now. More and more AWS customers need to connect an increased number of devices, and these devices become more data hungry. You know they need to push data around. They also become more and more wireless, right? Uh, so when you are trying to connect devices in the manufacturing floor, bit sensors, you know, connect the tracks, forklifts or in a convention centre. You look at how many devices there are around us. When you're trying to connect these devices with a wired network, you quickly run into physical problems like it's. It's hard to lay cable anywhere, and customers try to use for many of these use cases. But as a number of devices grows into the thousands and you know you need to put more and more data around, you quickly reach the limitations of what the WiFi technology and also WiFi is not really great at covering really open, large space. So that's where these customers, you know, think of college campuses, convention centres, manufacturing floors, all of these customers. Really? What they need to be able to do is to level the power of the mobile networks. However, doing that by yourself is pretty hard. So that's what we aim to to enable here we are waiting to enable these customers to build very easily and cost effectively their own. Uh, >>Okay, George. So I have to ask. I'm truly curious. I love this announcement. Um, because it brings together kind of the edge story. But also, I'm a band with love. I love more broad. Give me more broadband. Faster, cheaper and more broadband. How does it work? So take me through the use case of what do I need to deploy? Do I need to have a back haul connection? What does that look like? Is there a certain band with requirements? How big is the footprint? What's the radius? Just walk me through. How do I roll this out? >>Yeah, sure. Some of that stuff actually depends on your requirements, right. How How big? How much of a space do you want to cover? Basically, what we see, if you were in preview right now, so we're sipping you. The simplest configuration, which is basically these things called small cells there, you know, radio units and antennas. And all you have to do is connect them to your local. The network has Internet access. These things connect and automatically had, you know, connect home to the cloud and basically integrate and build up your whole network. All all you need is that Internet connection, and I don't know what to do. Now, how big is the network? You can You can make it pretty big. You can cover hundreds of thousands of square feet with with cellular networks with mobile networks. Um, you know, the bigger you they especially want to cover the more of these radio units. We're gonna stop you, uh, >>classic wireless radios. >>Yes. You >>light up the area with five g connected to the network. That's your choke point. The big of the pipe >>took the bigger pipe. That toxic. I mean, well, there, there's two. There's two things to consider here. There is local connectivity. So devices talking to each other, and there was connectivity back to somewhere else, like the Internet or the cloud. There are use cases, for example. Let's say data video feeds that you want to push up to do some inference in the cloud. In these use cases, you're basically pushing all of the data up. There is no left. There's no East West connectivity locally, and that's where our simplest configuration works best. There are other, uh, use cases where there is a lot of connectivity and devices talk to each other locally, like in this place, for example, right in this. In these cases, we can sip you that second configuration where we actually see Pew, a managed hardware WS managed hardware on premises, and that runs the smart of the network and allows all of your data traffic to remain local. That's >>wavelength Outpost, or both. >>A different configuration of A. W s private five G. It's a managed service. We take. We take care of it. You basically it's very It has a pricing model, which is very customer friendly because you like multi W services. You can start with no upfront fees. You can scale and pay as you scale because >>it's designed to deploy easily. >>Yep, deploys the >>footprint. Just I'm just curious if the poll is it like, it's like an antenna. Is it like so and >>yeah, well, the antenna is, you know, the small cell. They call them small cells in, you know, in in cellular land there, this big. And you can you can hide this. There is actually a demo in the Venetian of the private service. So you can you can actually see it in action, but yeah, that thing can cover 10,000 square feet, just one of them. So you can >>go out and put a five g network downtown and be like the king. >>You could Yes. You could have your own private network. You can monetise that next >>on the Q. >>Great stuff. >>So in terms of industries adopting this, you gave us some examples. Obviously. Convention centres, campuses, universities. I'm just curious, given the amount of acceleration that we've seen in every industry the last 22 months where organisations must become digital. They depend on that for their livelihood. And we saw this all these pivots, right? 22 months ago. How do we survive this? How do we thrive? Are consumers now are whether it's an injury or consumer or enterprise. Have this expectation that we're gonna be able to communicate no matter where we are 24 by seven. Whether it's health care, financial services. I'm just curious if you're seeing any industries in particular that you think are really prime for this private five >>G. Yeah. So manufacturing is a is a really great example because you have to cover large spaces. You have thousands of devices, sensors, etcetera and using other solutions like WiFi does not provide you the depth of capabilities like, for example, you know, advanced security capabilities or even capabilities to prioritise traffic from some devices over others, which is what a five G network can do for you. But also, you know, it involves large spaces both indoors and outdoors. We, you know, actually, Amazon is a really great example of you know of using this. We're working with Amazon fulfilment centres. These are the warehouses that fulfil your orders when you order online. Um, and they are a mix of indoor space and outer space, and you can think of, you know, I don't know if you've seen pictures or videos. There's robots running around their sensors everywhere. There is packing lines, etcetera, all of these things in order to operate performantly, but also securely and safely for the people that are around. You need to be well connected at a very high reliability rate. Right? So, uh, Amazon for two networks is actually using private A W s private five G to connect all of these devices. The really key thing here is you don't have to go drop 1000 of these access points we're talking about you. Can you can. You can probably cover your space with 5 10 of these. So your operational expenses, your maintenance goes down and there is less interruption of your normal operations like you can't. You don't have to stop your manufacturing line for someone to come in and fix your WiFi access. >>It's great for campuses like college campuses, college >>campuses, a great one. We you know, we've worked with college campuses, including the CME University in the past two, you know, with some of our partners to, uh, to to deploy. So >>that's how close you have these distribution, gas systems, distribution, whatever they call it accelerate whatever amplifies into get extra coverage, this seems to be a good fit. Um, for that how you mentioned in the preview? How do people get involved? Is there like a criteria. How was it going to >>be available to get priority? Don't get you >>tell them ready to jump in. Take us through the programme. What's the plants? >>So currently we're you know, we're in that preview mode. So we're keeping you this small configuration, the simpler configuration. You can sign up on the AWS website and you know, we, as we scale our operations are supply chain. Because this involves also, you know, hardware, etcetera. We're gonna go to general availability g A over the next few months and we have both configurations open. So I I encourage everyone who is interested go to the W s website and sign up. We're asking to get that in customers' hands because we're getting overwhelmingly positive feedback on what we built. >>This is transformative. I mean, clearly what you're talking about here is going to transform industry and help organisations transform themselves and outpaced the competitors that are in the rear view mirror Aren't going to be able to take advantage of this were on the show floor. We've got lots of people here. Where can people actually go and see this preview tested up? >>There is an actual demo in the Venetian. I can't remember. Sorry, I can't remember the room. I think it's on the Yes, actually, it's on the floor on the third floor where the meeting rooms are on outside 35 or one. If anyone wants to go, we're >>going to start buying lunch time. >>Yes. Yeah, you can see it in action. And, you know, you could You could see a future where everything, You know, you look around. There's thousands of devices here. You could power all of these devices with a single cell and, you know, really scaled throughput >>in the five G. Just curious, um on the range is better than wifi >>ranges. Better outdoors, >>obviously, or factories. What's the throughput on the >>depending on the spectrum that you choose? And that's actually a really good save way. The device, the service that we built, its spectrum agnostic so it can be used on right now. We're using it on what we call C BRS spectrum, which is the free for all you can. You know, you can you can use it yourself. But also, customers can bring their own spectrum. And we're working with a batch of, uh, CSP operators to build advanced bundles where you can work this on licence spectrum. So if you're going up the spectrum in what they called millimetre wave >>spectrum owner to bring your own licence, >>you could So telco right? You could be a telco, bring your, you know, and work with us as a partner or some actually, actually, manufacturing customers have purchased rights to small spectrum bands so they can use those in combination with this service to deploy. So to your original question, as you're going back up the spectrum, you can drive more and more throughput. You it's not. It's not unheard of to drive one gig. You know what's so >>The low hanging fruit is the the use cases that have critical need for edge connectivity manufacturing? Um, certainly the retail or whatever that they help do the deployment >>we can. We can. We can see this being applicable because because you can start super small. You can see this being applicable even to branch offices, right? Like, uh, let's say I was talking to a customer yesterday. They were thinking or have all these branch offices. I don't even I don't even want to have I thought either he just wants something that's very quickly and easily. You know, I can manage centrally and it just connects. >>Can I should have fixed wireless shot to the wavelength order to have back all with wire >>too. Oh, they actually we are planning to. You know, I talked about where the smarts of the network live in the they can live in a region, they can live in the locals, and they can live in a wave election. So we're combining more and more of these products as well. And it's computing, obviously, is a is an obvious thing that, you know, we should be working on >>incredible work, George, that you and the team have done transforming industries. And I don't know if a feeling there might be a cube to Is it? Would it be too dot >>Oh, John, >>he's ready. Big George, Thank you so much for joining joining me today. It's great >>to be here. Thanks for having that >>for John Ferrier. I'm Lisa Martin. You're watching the Cube, the global leader in live coverage. Mhm
SUMMARY :
Georgia Lisa is joins John to me, the director of product management for EC two edge at A. Thanks Great to be here in person. one of the things that is very clear is the US flywheel of innovation and there So you just have to go to your AWS console. was saying yesterday to the customers, we deliver this, but but you wanted more. But as a number of devices grows into the thousands and you know you need to put How big is the footprint? Um, you know, the bigger you they especially The big of the pipe In these cases, we can sip you that second configuration where we actually see Pew, You can scale and pay as you scale because Just I'm just curious if the poll is it like, it's like an antenna. So you can you can actually see it in action, but yeah, You can monetise that next So in terms of industries adopting this, you gave us some examples. you know, actually, Amazon is a really great example of you know of using this. in the past two, you know, with some of our partners to, uh, to to deploy. Um, for that how you mentioned in the preview? What's the plants? You can sign up on the AWS website and you know, are in the rear view mirror Aren't going to be able to take advantage of this were on the show floor. actually, it's on the floor on the third floor where the meeting rooms are on outside And, you know, you could You could see a future where everything, You know, What's the throughput on the depending on the spectrum that you choose? So to your original question, as you're going back up the spectrum, you can drive more and more We can see this being applicable because because you can start super small. obviously, is a is an obvious thing that, you know, we should be working on incredible work, George, that you and the team have done transforming industries. It's great to be here.
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Marc Rouanne, DISH Network | AWS re:Invent 2021
>>Mhm. Hey, everyone, welcome back to the cubes. Continuous coverage of AWS Re Invent 2021. Live from Las Vegas. Lisa Martin with John Ferrier We have to live sets to remote studios over 100 guests on the Cube at this year's show and we're really excited to get to the next decade in cloud innovation and welcome from the keynote stage. Mark Ruin the Chief Network Officer Andy VPs Dish Network Mark, Welcome to the Cube. >>Thank you. >>Enjoyed your keynote this morning. So big news coming from AWS and dish you guys announced in the spring telecom industry First dish in AWS have formed a strategic collaboration to reinvent, reinvent five G connectivity and innovation. Let's let's really kind of dig into the AWS dish partnership. >>Yeah, you know, we're putting our network in the cloud, which allows us to have a different speed of innovation and a much more corroborative way of bringing new technology. And then we have access to all the developer ecosystem of AWS. So that's but as you say, it's a world first to put the telco in the cloud. >>And so the first time the five g network is going to be in the cloud, and it was also announced I'm curious, uh, that Las Vegas is going to be the first city live here. We are sitting in Las Vegas. What's the any status you can give us on >>that? So we're building across the US and Las Vegas is a place that we've built and we better testing. So that's where we have all run and we're testing all sorts of traffic and capability with our people and partners live here at the same time that we have the reinvent and, uh, Bianco around. We're also starting to test new capabilities like orchestration, slicing things that we've never seen any industry. So that's pretty exciting, I >>have to ask you. In the telecom industry, there has been an inflexion point around cloud and cloud Impact Ran is opening up new opportunities. What is the telecom industry getting and missing at the same time? Because it seems to be two schools of thought cloud pro cloud ran and then hold onto the old way. >>I think everybody would like to go to Iran and the cloud, but it's not as easy if you have a big installed base. So for us. You know, we all knew it. It's easy so we can adopt the best technology and the newest. But of course, if you have a big instal base, there is going to be a transformation, if you wish. So you know, people are starting trying to set the expectation of how much time it will take. But for us, you know we are. We're moving ahead because we're building a completely new network. >>It's a lot easier than well, it's a relative term. It's >>really much more fun. And we can We don't have to make compromises, right? So but it's still a lot of work, you know, we're discovering we're learning a lot of things. We're partners. >>What if you have a clean sheet of paper or Greenfield? What's the playbook to roll this out across the campus for a large geographic area? >>Yeah, so pretty much You have the same capability in terms of coverage and capabilities than anybody else, but we can do it in an automated manner. We can do it with much thinner and efficient hardware, pretty much hardware with a few accelerators, so a bit of jargon. But, you know, we just have access to a larger ecosystem and much more silicon and all the good things that are coming with the cloud >>talk to us about some of the unique challenges of five G that make running it in the cloud so much more helpful. And then also, why did you decide to partner with AWS? Clearly you have choice, but I'd love to know the backstory on that. >>Yeah, I've been in the telco industry forever, and I've always seen that our speed of innovation was to slow. The telco is very good at reliability. You know, your phone always works. Um, it's very reliable. You can have massive traffic, but the speed of innovation is not fast enough. And the the applications that are coming on the clouds are much faster. So what we wanted to marry is the reliability of the telco and and all the knowledge that exists with the speed of the cloud. And that's what we're doing with bringing their ecosystem into our ecosystem to get the best of two worlds. >>Lots of transformation in the vertical industries. We heard from Adam today on stage vertical with ai machine learning. How does that apply in the telco world because it's an edge you got. See, sports stadiums, for instance. You're seeing all kinds of home impact. How is vertical specialisation? >>Yeah. So what is unique about the cloud is that you can observe a lot of things, you know, in the cloud you have access to data, so you see what's happening, and then you use a lot of algorithms. We call it Machine Learning Analytics to make decisions. Now, for us, it means if you're a stadium, you're going to have a much better visibility of what's happening. Where is the traffic? You know, people moving in and moving out? Are they going to buy some food awards? So you see the traffic and you can adapt the way you steal the traffic the way you distribute video, the way you distribute entertainment to how people are moving because you can observe what is happening in the network, which you can't do in a classic or legacy five g network. So once you observe, you can have plenty of ideas, right? And you can start innovation again, mix a lot of things and offer new services. >>In this last 22 months, when we saw this rapid pivot to work from home. And now it's work from anywhere, right? We talk about hybrid cloud hybrid events here, but this hybrid work environment talk to me about the impact that that decision A W s are going to have on all of those companies and people who are going to be remote and working from the edge for maybe permanently. >>Yes, you say, You know what is important is that people want to have access to the to the cloud to the services, the enterprise from wherever they are. So as a software architect, I need to make sure that we can follow them and offer that service from wherever they are in a similar manner today. If you're making a phone call, you don't have to think if you're connecting to the Web, you know, through WiFi through this and that, you have to think we want to make it as simple as making a phone call. In the past, where you always connected, you always secured. You always have access to your data. So that's really the ambition we have. And, of course, with the new remote abbots, the video conferencing that's the perfect time to come with a new offer. >>And the Strand also is moving towards policy based. You mentioned understanding video and patterns. Having that differentiated services capability in real time is a big deal. >>Yeah, that's a big deal. Actually, what enterprise want? They want to manage their policy, so they want to decide what traffic gets, a premium access and what traffic can be put in the background. You want to update your computers? Maybe that's not a premium price for that. You can do it at any time, but you want to have real time, customer service and support. You want premium? And who am I to decide for an enterprise? Enterprises want to decide. So what we offer them is the tools to create their policy, and their policy will be a competitive advantage for them when they can different change. >>And this brings up another point. I want to ask you. You brought this up earlier about this. The ideas, the creativity that enables with cloud you mentioned ideas will come out. These are this is where the developers now can really encode. This is the whole theme of this Pathfinders keynote. You were up on stage. This is a real opportunity to add value. Doing all the heavy lifting in the top of the stack and enabling new use cases, new applications, new expectations. >>You know what I tell to my engineers? My dream as an engineer is to be, uh, developer friendly. I want people to come to us because it's fun to work in our environment and try things. And a lot of the ideas that developers will have won't work. But if they can spin it off very fast, they will move to that killer application of killer service very fast. So my job is to bring that to them so that it's very easy to consume and and trying to live And, you know, just like bringing >>candy to a baby here. >>Yeah, cause right And have fun and, uh, and discover it for yourself and decide for yourself. >>I gotta ask your questions in the Telecom for a while. We've been seeing on the Cube earlier in our intro keynote analysis that we're now living in an era with SAS applications. No more shelf where now, with purpose built applications that you're seeing now and horizontally scalable, vertically integrated machine learning. You can't hide the ball anymore around what's working. You can't put a project out there and say no, you can't justify. You can't put you can put lipstick on that. You can't know you're seeing on >>that bad cake. Yeah, it's all the point of beta testing and market adoption. You try, you put it there. It works. You say the brake doesn't work. You try again, right? That's the way it works. And and in Telco, you're right. We were cooking for a year or two years, Three years and saying, Oh, you know what? That's what you need. It doesn't work like this faster now. Yeah, Yeah. And people want to be able to influence and they want to say, I like it. I don't like it. And the market is deciding. >>Speaking of influence, one of the things we know we talk a lot about with A W S and their guests is their customer. First customer obsession focused. You know, the whole reason we're here is that is to serve the customer, talk to me about how customers and joint customers are influencing some of the design choices that you guys are making as you're bringing five due to the cloud. >>So what is important for us? We have to dreams, right? The first one is for consumers. We want consumers to have access to the network so that they feel that they are VIP and often I know you and I, sometimes when we're connected to the network with tropical, we don't get the feeling where a V i p So that's something that's a journey for us to make people feel like they get the service and the network is following them and caring about them for the enterprises. You want to let them decide what they want. You were talking about policy building. They want to come with their own rating engine. They want to come with their own geographical maps. Like here. I have traffic here. I don't need coverage. So we want to open up so that the enterprise decide how they invest, how they spend the money on the network >>giving control back to the end user. Whether that's a consumer or enterprise, >>absolutely giving control to the end user and the enterprises. And we're there to support and accelerate the service for them. >>Mark, I want to ask you about leadership. You mentioned all these new things. Are there your dreams? And it's happening Giving engineers the canvas to paint their own future. It's gonna be fun is fun as you're affecting that change. What can people do as leaders to create that momentum to bring the whole organisation along is their tricks of the trade. Is their best practises >>Absolutely their best practises? Um, we were very much following develops where, you know, as a leader, you don't know, you're just learning and you're exposing and you're sharing. Uh, we're also creating an open world where we're asking all our partners to be open. Sometimes, you know, they feel like a bit challenge. Like, do I want to show what I'm doing? And I would say, Yeah, sure, because you're benefiting between each other. Um, And then you want to give tools to your engineers and your marketers to be fast speed, speed, speed, speed so that they can just play and learn. And at the end of the day, you said it. It's all about fun. You know, if it's fun, it's easy to do >>that. We're having fun here. >>That is true. We always have fun here. Last question for you is talk about some of the things that AWS announced this morning. Lots of stuff going on in Adam's keynote. What excites you about this continued partnership between AWS and Dish? >>Yeah, we were. We were surprised and so happy about AWS answer to when we came in with the first one to come big time in the telco and the Cloud was not ready. To be honest, it was Enterprise and Data Club and AWS. When is going all the way, we've asked to transform their cloud to make it a telco frantic, loud. So we have a lot of discussions about networking, routing, service level agreements and a lot of things that are very technical. And there are a true partner innovating with us. We have a road map with ideas and that's pretty unique. So, great partner, >>I was going to say it sounds like a really true >>trust and partnership. We're sharing ideas and challenging each other all the time, so that's really great. >>Awesome and users benefit consumers Benefit enterprises benefit Mark Thank you for joining Joining me on the programme today. Georgia Keynote enjoyed hearing more about dish and AWS. And what are you doing to power? The future. We appreciate your time. >>Thank you. Thank you >>for John Ferrier. I'm Lisa Martin. You're watching the Cube? The global leader in tech coverage, So mhm. Yeah.
SUMMARY :
remote studios over 100 guests on the Cube at this year's show So big news coming from AWS and dish you guys announced So that's but as you say, it's a world first to put the telco in the cloud. And so the first time the five g network is going to be in the cloud, and it was also announced I'm curious, live here at the same time that we have the reinvent and, What is the telecom industry So you know, people are starting trying to set the expectation of how much time it It's a lot easier than well, it's a relative term. a lot of work, you know, we're discovering we're learning a lot of things. all the good things that are coming with the cloud And then also, why did you decide to partner with AWS? and and all the knowledge that exists with the speed of the cloud. How does that apply in the telco world because it's an edge you So you see the traffic and you can adapt the way you steal the traffic the way you distribute me about the impact that that decision A W s are going to have on all of those companies and people who are going In the past, where you always connected, you always secured. And the Strand also is moving towards policy based. You can do it at any time, but you want to have real time, customer service and support. the creativity that enables with cloud you mentioned ideas will come out. And a lot of the ideas that developers will have won't work. Yeah, cause right And have fun and, uh, and discover it for yourself and decide You can't put you can put lipstick on that. You say the brake doesn't work. Speaking of influence, one of the things we know we talk a lot about with A W S and their guests is You want to let them decide what they want. giving control back to the end user. the service for them. the canvas to paint their own future. And at the end of the day, We're having fun here. Last question for you is talk about some of the things that AWS When is going all the way, we've asked to transform their cloud to make it a telco frantic, We're sharing ideas and challenging each other all the time, And what are you doing to power? Thank you. The global leader
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William Choe and Shane Corban | Aruba & Pensando Announce New Innovations
>>Hello and welcome to the power of and where H P E Aruba and Pensando are changing the game the way customers scale at the cloud and what's next in the evolution in switching everyone. I'm john ferrier with the Cuban. I'm here with Shane Corbyn, Director of Technical Product management. Pensando Williams show vice president Product management, Aruba HP Gentlemen, thank you for coming on and doing a deep dive and and going into the big news. So the first question I want to ask you guys is um, what do you guys see from a market customer perspective that kicked this project off? Amazing results over the past year or so. Where did it all come from? >>It's a great question, John So when we were doing our homework, there were actually three very clear customer challenges. First, security threats were largely spawned with from within the perimeter. In fact, four star highlights that 80% of threats originate within the internal network. Secondly, workloads are largely distributed, creating a ton of east west traffic and then lastly, network services such as firewalls load balancers. VPN aggregators are expensive. They're centralized and then ultimately result in service changing complexity. So everyone, >>so go ahead. Change. >>Yeah. Additionally, when we spoke to our customers after launching initially the distributed services platform, these compliance challenges clearly became apparent to us and while they saw the architectural value of adopting what the largest public cloud providers have done by putting a smart making each compute note to provide these state full services. Enterprise customers were still were struggling with the need to upgrade fleets and Brownfield servers and the associated per node cost of adding a spark nick to every compute node. Typically the traffic volumes for on a personal basis within an enterprise data center are significantly lower than cloud. Thus we saw an opportunity here to in conjunction with Aruba developed a new category of switching product um, to share the crossing capabilities of our unique intellectual property around our DPU across a rack of servers that Net Net delivers the same set of services through a new category of platform, enabling a distributed services architecture and ultimately addressing the compliance and uh, TCO generating huge TCO and ri for customers. >>You know, one of the things that we've been reporting on with you guys as well as the cloud scale, this is the volume of data and just the performance and scale I think the timing of the, of this partnership and the product development is right on point. You got the edge right around the corner more, more distributed nature of cloud operations, huge, huge change in the marketplace. So great timing on the origination story there. Great stuff. Tell me more about the platform itself. The details what's under the hood, the hardware. Os, what are the specs? >>Yeah, so we started with a very familiar premise, Ruba customers are already leveraging C X with an edge to cloud, common operating model and deploying Leaf and spy networks. Plus we're excited to introduce the industry's first distributed services switch where the first configuration has 48 25 gig ports with 100 gig uplinks running Aruba C X cloud native operating system. Pensando A six and software inside enabling layer four through seven staple services you want to elaborate on. >>Let me elaborate on that a little further. Um, you know, as we spoke, existing platforms and how customers were seeking to address these challenges were inherently limited by the diocese and that thus limited their scale and performance and ability in traditional switching platforms to deliver truly stable functions in in a switching platform. This was, you know, architecturally from the ground up. When we developed our DPU 1st and 2nd generation, we delivered it or we we we built it with staples services in in mind from the Gecko. We we leverage to clean state designed with RP four program with GPU, we evolved to our seven nanometer based DPU right now, which is essentially enabling software and silicon and this has generated a new level of performance scale flexibility and capability in terms of services this serves as the foundation for or 200 gig card where we're taking the largest cloud providers into production for. And the DPU itself is designed inherently to process state track state connections and state will flow is a very, very large scale without impacting performance. And in fact, the two of these deep you component service, their services foundation of the C X 10-K And this is how we enable states of functions in a switching platform. Functions like stable network network fire walling, stable segmentation, enhance programmable telemetry. Which we believe will bring a whole lot of value to our customers. And this is a, a platform that's inherently programmable from the ground up. We can we can build and and leverages platform to build new use cases around encryption, enabling state for load balancing, stable nash to name a few. But the key message here is this is this is a platform with the next generation of architecture is in mind is programmed but at all levels of the stack and that's what makes it fundamentally different than anything else. >>I want to just double click on that if you don't mind before we get to the competitive question because I think you brought up the state thing, I think this is worth calling out if you guys don't mind commenting more on this state issue because this is big cloud. Native developers right now want speed, they're shifting left at the Ci cd pipeline with program ability. So going down and having the program ability and having state is a really big deal. Can you guys just expand on that a little bit more and why it's important and how hard it really is to pull off. >>I I can start I guess. Well um it's very hard to pull off because of the sheer amount of connections you need to track when you're developing something like a state, full firewall or state from load balancer. A key component of that is managing the connections at very, very large scale and understanding what's happening with those connections at scale without impacting application performance. And this is fundamentally different. A traditional switching platform regardless of how it's deployed today in a six don't typically process and manage state like this. Memory resources within the shape aren't sufficient. Um the policy scale that you can implement on a platform aren't sufficient to address and fundamentally enable deployable fire walling or load balancing or other state services. >>That's exactly right. So the other kind of key point here is that if you think about the sophistication of different security threats, it does really require you to be able to look at the entire packet and more so be able to look at the entire flow and be able to log that history so that you can get much better heuristics around different anomalies. Security threats that are emerging today. >>That's a great great point. Thanks for bringing that extra extra point out, I would just add to this, we're reporting this all the time when silicon angle in the cube is that you know, the you know, the the automation wave that's coming with around data, you know, it's the center of data now, not date as soon as we heard earlier on with the presentation data drives automation having that enabled with state is a real big deal. So I think that's really worth calling out now. I got to ask the competition question, how is this different? I mean this is an evolution, I would say it's a revolution you guys are being humble um but how is this different from what customers can deploy today >>architecturally, if you take a look at it? So we've, we've spoken about the technology and fundamentally in the platform, what's unique in the architecture but foundational e when customers deploy stable services, they're typically deployed leveraging traditional big box appliances for east west or workload based agents which seek to implement stable security for each East west architectural, what we're enabling is staples services like fire walling, segmentation can scale with the fabric and are delivered at the optimal point for east west which is through the Leaf for access their of the network and we do this for any type of workload. Being deployed on a virtualized compute node being deployed on a containerized, our worker node being deployed on bare metal agnostic of topology. It can be in the access layer of a three tier design and a data center. It can be in the leaf layer of the excellent VPN based fabric. But the goal is an all centrally managed to a single point of orchestration control which William we'll talk about shortly. The goal of this is to to drive down the TCO of your data center as a whole by allowing you to retire legacy appliances that are deployed in in east west role, not utilized host based agents and thus save a whole lot of money. And we've modeled on the order of 60 to 70% in terms of savings in terms of the traditional data center pod design of 1000 compute nodes which will be publishing and as as we go forward, additional services as we mentioned like encryption, this platform has the capability to terminate up to 800 gigs of line, right encryption, I P sec VPN per platform state will not load balancing and this is all functionality will be adding to this existing platform because it's programmable as we mentioned from the ground up. >>What are some of the use cases lead and one of the top use case. What's the low hanging fruit? And where does this go? Service providers enterprise, what are the types of customers you guys see implementing? >>Yeah, that's what's really exciting about the C X 10,000 we actually see customer interest from all types of different markets, whether it be higher education service providers to financial services, basically all enterprises verticals with private cloud or edge data centers for example, could be a hospital, a big box retailer or Coehlo. Such as an equity. It's so it's really the 6 10,000 that creates a new switching category enabling staple services in that leaf node, right at the workload, unifying network and security automation policy management. Second, the C X 10,000 greatly improved security posture and eliminates the need for hair pinning east west traffic all the way back to the centralized plants. Lastly, a Shane highlighted there's a 70% Tco savings by eliminating that appliance brawl and ultimately collapsing the network security operations. >>I love the category creation vibe here. Love it. And obviously the technical and the cloud line is great. But how do the customers manage all this? Okay. You got a new category. I just put the box in, throw away some other one. I mean how does this all get down? How does the customers manage all this? >>Yeah. So we're looking to build on top of the ribbon fabric composer. It's another familiar sight for our customers which already provides for compute storage and network automation with a broad ecosystem integrations such as being where the sphere be center as with Nutanix prison And so aligned with the c. x. 10,000 at G. A. now the aruba fabric composer unifies security and policy orchestration and management with the ability to find firewall policies efficiently and provide that telemetry to collectors such a slump. >>So the customer environments right now involve a lot of multi vendor and new frameworks cloud native. How does this fit into the customer's existing environment? The ecosystem. How do they get that get going here? >>Yeah, great question. Um our customers can get going is we we built a flexible platform that can be deployed in either Greenfield or brownfield. Obviously it's a best of breed architecture for distributed services were building in conjunction with the ruble but if customers want to gradually integrate this into their existing environments and they're using other vendors, spines or course this can be inserted seamlessly as a leaf or an access access to your switch to deliver the exact same set of services within that architecture. So it plugs seamlessly in because it supports all the standard control playing protocols, VX, Lenny, VPN and traditional attitude three tier designs easily. Now for any enterprise solution deployment, it's critical that you build a holistic ecosystem around it. It's clear that this will get customer deployments and the ecosystem being diverse and rich is very, very important and as part of our integrations with the controller, we're building a broad suite of integrations across threat detection application dependency mapping, Semen sore develops infrastructure as code tools like ants, Poland to answer the entire form. Um, it's clear if you look at these categories of integrations, you know XDR or threat detection requires full telemetry from within the data center. It's been hard to accomplish to date because you typically need agents on, on your compute nodes to give you the visibility into what's going on or firewalls for east west flaws. Now our platform can natively provide full visibility in dolphins, East west in the data center and this can become the source of telemetry truth that these Ml XT or engines required to work. The other aspects of ecosystem are around application dependency mapping the single core challenge with deploying segmentation. East West is understanding the rules to put in place right first, is how do you insert the service uh service device in such a way that it won't add more complexity. We don't add any complexity because we're in line natively. How do we understand that allow you to build the rules are necessary to do segmentation. We integrate with tools like guard corps, we provide our flow logs a source of data and they can provide rural recommendations and policy recommendations for customers around. We're building integrations around steve and soar with tools like Splunk and elastic elastic search that will allow net hops and sec ops teams to visualize, train and manage the services delivered by the C X 10-K. And the other aspect of ecosystem from a security standpoint is clearly how do I get policy from these traditional appliances and enforce them on this next generation architecture that you've built that can enable state health services. So we're building integrations with tools like toughen analgesic third party sources of policy that we can ingest and enforcing the infrastructure allowing you to gradually migrate to this new architecture over time >>it's really a cloud native switch, you solve people's problems pain points but yet positioned for growth. I mean it sounds that's my takeaway. But I gotta ask you guys both what's the takeaway for the customers because it's not that simple for that. We have a complicated >>Environment. I think, I think it's really simple every 10 years or so. We see major evolutions in the data center in the switching environment. We do believe we've created a new category with the distributed services, distributed services, switch, delivering cloud scale distribute services where the local where the workloads were side greatly simplifying network security provisions and operations with the Yoruba fabric composer while improving security posture and the TCO. But that's not all folks. It's a journey. Right. >>Yeah, it's absolutely a journey. And this is the first step in in a long journey with a great partner like Aruba, there's other platforms, 100 or four gig hardware platforms we're looking at and then there's additional services that we can enable over time allowing customers to drive even more Tco value out of the platform and the architectural services like encryption for securing the cloud on ramp services like state for load balancing to deploy east west in the data center and you know, holistically that's that's the goal, deliver value for customers and we believe we have an architecture and a platform and this is the first step in a long journey. It's >>a great way. I just ask one final final question for both of you. As product leaders, you've got to be excited having a category creation product here in this market, this big wave. What's what's your thoughts? >>Yeah, exactly. Right. It doesn't happen that often. And so we're all in, it's it's exciting to be able to work with a great team like Sandu and chain here. And so we're really excited about this launch. >>Yeah, it's awesome. The team is great. It's a great partnership between and santo and Aruba and you know, we we look forward to delivering value for john customers. >>Thank you both for sharing under the hood and more details on the product. Thanks for coming on. >>Thank you. Okay, >>the next evolution of switching, I'm john furrier here with the power of An HP, Aruba and Pensando, changing the game the way customers scale up in the cloud and networking. Thanks for watching. Mhm.
SUMMARY :
So the first the perimeter. so go ahead. property around our DPU across a rack of servers that Net Net delivers the same set You know, one of the things that we've been reporting on with you guys as well as the cloud scale, the first configuration has 48 25 gig ports with 100 gig uplinks running And in fact, the two of these deep you component service, I think this is worth calling out if you guys don't mind commenting more on this state issue Um the policy scale that you can So the other kind of key point here is that if you think about the sophistication I mean this is an evolution, I would say it's a revolution you guys are being humble um but how The goal of this is to to drive down the TCO of your data center as a whole by allowing What are some of the use cases lead and one of the top use case. It's so it's really the 6 10,000 that creates a new switching category And obviously the technical and the cloud prison And so aligned with the c. x. 10,000 at G. A. now the aruba fabric So the customer environments right now involve a lot of multi vendor and new frameworks cloud native. and enforcing the infrastructure allowing you to gradually migrate to this new architecture But I gotta ask you guys both what's the takeaway for the customers because We see major evolutions in the data center in the switching environment. in the data center and you know, holistically that's that's the goal, deliver value for customers this big wave. it's it's exciting to be able to work with a great team like Sandu and chain here. It's a great partnership between and santo and Aruba and you Thank you both for sharing under the hood and more details on the product. Thank you. the next evolution of switching, I'm john furrier here with the power of An HP, Aruba and Pensando,
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Keynote Analysis with Stu Miniman, Red Hat | KubeCon + CloudNative Con NA 2021
>>Hello everyone Welcome to the cubes coverage of cubic on cloud native come here in person in L A 2021. I'm john ferrier, host of the Cuban Dave Nicholson host cloud host for the cube and of course former host of the cube steve minutemen. Now at red hat stew, we do our normal keynote reviews. We had to have you come back first while hazard and red hat >>john it's phenomenal. Great to see you nice to have Dave be on the program here too. It's been awesome. So yeah, a year and a day since I joined Red hat and uh, I do miss you guys always enjoyed doing the interviews in the cube. But you know, we're still in the community and still interacting lots, >>but we love you too. And Davis, your new replacement and covering the cloud angles. He's gonna bring little stew mo jokes of the interview but still, we've always done the wrap up has always been our favorite interviews to do an analysis of the keynote because let's face it, that's where all the action is. Of course we bring the commentary, but this year it's important because it's the first time we've had an event in two years too. So a lot of people, you know, aren't saying this on camera a lot, but they're kind of nervous. They're worried they're weirded out. We're back in person again. What do I feel? I haven't seen people, I've been working with people online. This is the top story. >>Yeah, john I thought they did a really good job in the keynote this morning. Normally, I mean this community in general is good with inclusion. Part of that inclusion is hey, what are you comfortable with if your remote? We still love you and it's okay. And if you're here in person, you might see there's wrist bands of green, yellow, red as in like, hey, you okay with a handshake. You want to do there or stay the f away from me because I'm not really that comfortable yet being here and it's whatever you're comfortable with. That's okay. >>I think the inclusion and the whole respect for the individual code of conduct, C N C. F and limits Foundation has been on the front end of all those trends. I love how they're taking it to a whole nother level. David, I want to get your take because now with multi cloud, we heard the same message over and over again that hey, open winds, okay. Open winds and still changing fast. What's your take? >>Open absolutely wins. It's uh, it's the present. It's the future. I know in some of the conversations we've had with folks looking back over the last seven years, a lot of things have changed. Um, whenever I think of open source anything, I go back to the foundations of Lennox and I remember a time when you had to reboot a Linux server to re scan a scuzzy bus to add a new storage device and we all sort of put our penguin hats on and kind of ignored that for a while. And uh, and, and as things are developed, we keep coming into these new situations. Multi cluster management was a big, big point of conversation in the keynote today. It's fascinating when you start thinking about something that was once sort of a back room science experiment. Absolutely. It's the center of the enterprise now from a software >>from an open tour standpoint security has been one of those front and center things. One of the day, zero events that got a lot of buzz coming at the beginning of the week was secure supply chain. So with the Solar Wind act going in there, you know, we remember cloud, wait, can I trust it with the security? Open source right now. Open source and security go together. Open source and the security in the cloud all go together. So you know that that wave of open source, obviously one of the things that brought me to red hat, I'd had a couple of decades, you know, working within the enterprise and open source and that that adoption curve which went through a few bumps in the road over time and it took time. But today, I mean open sources have given this show in this ecosystem are such proof >>points of a couple things. I noticed one, I want to do a shout out for the folks who put a nice tribute for dan Kaminsky who has passed away and we miss him. We saw on the Cube 2019, I believe he's on the Cube that year with Adam on big influence, but the inclusiveness do and the community is changing. I think security has changed a lot and I want to get your guys take on this. Security has forced a lot of things happen faster data, open data. Okay. And kubernetes to get hardened faster stew. I know your team's working on it. We know what Azure and amazon is working on it. What do you guys think about how security's been forcing the advances in kubernetes and making that stable? >>Yeah. So john security, you know, is job one, it is everyone's responsibility. We talk about it from a container and kubernetes standpoint. We think we have a relatively good handle on what's happening in the kubernetes space red hat, we made an acquisition earlier this year of stack rocks, which was one of the leading kubernetes native security pieces. But you know, john we know security isn't just a moat anymore in a wall that you put up every single piece. You need to think about it. Um, I've got a person from the stack rocks acquisition actually on my team now and have told him like hey, you need to cross train all of us. We need to understand this more from a marketing standpoint, we need to talk about it from a developer standpoint. We need to have consideration of it. It's no longer, hey, it works okay on my machine. Come on, It needs to go to production. We all know this shift left is something we've been talking about for many years. So yes, security, security, security, we cannot overemphasize how important is um, you know, when it comes to cooper, I think, you know, were relatively mature, we're crossing the chasm, the adoption numbers are there, so it's not an impediment anymore. >>It's totally next level. I don't agree with this too. David, get your thoughts on this whole adoption um, roadmap that put it together, one of the working groups that we interviewed has got that kind of navigate, kinda like trailheads for salesforce, but that speaks to the adoption by mainstream enterprises, not the hard core, >>you know, >>us devops guys, but like it goes into mainstream main main street enterprise had I. T. Department and security groups there, like we got a program faster. How do you see the cloud guys in this ecosystem competing and making that go faster. >>So it's been interesting over the last decade or more often, technology has been ahead of people's comfort level with that technology for obvious reasons, it's not just something went wrong, it's something went wrong. I lost my job. Really, really bad things happened. So we tend to be conservative. Rightfully so in the sometimes there are these seminal moments where a shift happens go back sort of analogous go back to a time when people's main concern with VM ware was how can I get support from Microsoft and all of a sudden it went from that within weeks to how can I deploy this in my enterprise very, very quickly. And I'm fascinated by this concept of locking down the supply chain of code, uh sort of analogous to https, secure, http. It's the idea of making sure that these blocks of code are validated and secure as they get implemented. You mentioned, you mentioned things like cluster and pad's security and infrastructure security. >>Well, David, you brought up a really good point. So get off is the instance creation of that. How can I have my infrastructure as code? How can I make sure that I don't have drift? It's because I could just, it'll live and get hub and therefore it's version controlled. If I try to do something, it will validate that it's there and keep me on version because we know john we talked about it for years on the cube, we've gone beyond human scale if I don't build automation into it, if I don't have the guard rails in place because humans will mess things up so we need to make sure that we have the processes and the automation in place and kubernetes was built for that automation at its core, putting in, we've seen get up the Argosy, D was only went graduated, you know, the one dato was supported as coupon europe. Earlier this year, we already had a number of our customers deploying it using it. Talking publicly >>about it too. I want to get the kid apps angle and that's a good call out there and, and mainly because when we were on the cute, when you work, you post with with us, we were always cheerleading for Cuban. It we love because we've been here every single coupon. We were one saying this is gonna be big trust us and it is, it happens to so, but now we've been kind of, we don't have to sell it anymore. We don't, I mean not that we're selling it, but like we don't have to be a proponent of something we knew was going to happen, it happened. You're now work for a vendor red hat you talk to customers. What is that next level conversation look like now that they know it's real, they have to do it. How is the tops and then modern applications development, changing. What are your observations? Can you share with us from a redhead perspective as someone who's talking to customers, you know, what does real look like? >>Yeah. So get off is a great example of that. So, you know, certain of our government agencies that we work with, you know, obviously very secured about, you know, we want zero trust who do we put in charge of things. So if they can have, you know that that source of truth and know that that is maintained and lockdown and not await some admin is gonna mess something up on us either maliciously or oops, by accident or anything in between. That's why they were pushing that adoption of that kind of technology. So absolutely they, for the most part john they don't want to have to think about the infrastructure piece anymore. What if developers want the old past days was I want to be able to, you know, write once deploy anywhere, live anywhere, containers helps that a little bit. We even have in the container space. Now you can, you can use a service deployment model with Okay. Natives, the big open source project that, you know, VM ware ourselves are working on google's involved in it. So, you know, having us be able to focus on the business and not, you know, running the plumbing anymore. >>That's exactly, that's exactly, that's what we're so psyched for. Okay guys, let's wrap this up and and review the keynote day will start with you. What do you think of the keynote? What were the highlights? What do you take away from the taste keynote? >>So you touched on a couple of things, uh inclusion from all sorts of different angles. Really impressive. This sort of easing back into the world of being face to face. I think they're doing a fantastic job at that. The thing that struck me was something I mentioned earlier. Um moving into multi cluster management in a way that really speaks to enterprise deployments and the complexity of enterprise deployments moving forward? It's not just, it's not just, I'm a developer, I'm using resources in the cloud. I'm doing things this way, the rest of the enterprises doing it a legacy way. It's really an acknowledgement that these things are coming together increasingly. That's what really struck me >>to do. What's your takeaway from the end? >>So there's been a discussion in the industry, you know, what do the next million cloud customers look like we've crossed the chasm on kubernetes. One of the things they announced the keynote is they have a new associate level certification because I tell you before the keynote, I stopped by the breakfast area, saturday table, talk to a couple people. One guy was like, hey, I'm been on amazon for a bunch of years, but I'm a kubernetes newbie, I'm here to learn about that. It's not the same person that five years ago was like, I'm gonna grab all these projects and pull them down from getting, build my stack and you know, have a platform team to manage it from a red hat standpoint, we're delivering our biggest growth areas in cloud services where hey, I've got an SRE team, they can manage all that because can you do it? Sure you got people maybe you'll hire him, but wouldn't you rather have them work on, you know, that security initiative or that new application or some of these pieces, you know, what can you shift to your vendor? What can you offload from your team because we know the only constant is that things are gonna there's gonna be gonna be new pieces and I don't want to have to look at, oh there's another 20 new projects and how does that fit? Can I have a partner or consultant in sc that can help me integrate that into my environment when it makes sense for me because otherwise, oh my God, cloud, So much innovation. How do I grasp what I want? >>Great stuff guys, I would just say my summary is that okay? I'm excited this community has broken through the pandemic and survived and thrived people were working together during the pandemic. It's like a V. I. P. Event here. So that my keynote epiphany was this is like the who's who some big players are here. I saw Bill Vaz from amazon on the on the ground floor on monday night, He's number two at a W. S. I saw some top Vcs here. Microsoft IBM red hat the whole way tracks back. Whole track is back and it's a hybrid event. So I think we're here for the long haul with hybrid events where you can see a lot more in person, V. I. P. Like vibe people are doing deals. It feels alive too and it's all open. So it's all cool. And again, the team at C. N. C. F. They do an exceptional job of inclusion and making people feel safe and cool. So, great job. Thanks for coming on. I appreciate it. Good stuff. Okay. The keynote review from the cube Stupid Man shot for Dave Nicholson. Thanks for watching >>mm mm mm.
SUMMARY :
We had to have you come back first while hazard and red hat I do miss you guys always enjoyed doing the interviews in the cube. So a lot of people, you know, aren't saying this on camera a lot, but they're kind of nervous. Part of that inclusion is hey, what are you comfortable with C N C. F and limits Foundation has been on the front end of all those trends. I go back to the foundations of Lennox and I remember a time when you had to reboot a Linux server So with the Solar Wind act going in there, you know, we remember cloud, wait, What do you guys think about how security's But you know, john we know security isn't just a moat anymore in a wall that you put up every not the hard core, How do you see the cloud It's the idea of making sure that these blocks of code are you know, the one dato was supported as coupon europe. you know, what does real look like? Natives, the big open source project that, you know, VM ware ourselves are working on google's What do you take away from the taste keynote? So you touched on a couple of things, uh inclusion from all sorts of different angles. to do. So there's been a discussion in the industry, you know, what do the next million cloud customers look So I think we're here for the long haul with hybrid events where you can see a lot more
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John Wood, Telos & Shannon Kellogg, AWS
>>Welcome back to the cubes coverage of AWS public sector summit live in Washington D. C. A face to face event were on the ground here is to keep coverage. I'm john Kerry, your hosts got two great guests. Both cuba alumni Shannon Kellogg VP of public policy for the Americas and john would ceo tell us congratulations on some announcement on stage and congressional john being a public company. Last time I saw you in person, you are private. Now your I. P. O. Congratulations >>totally virtually didn't meet one investor, lawyer, accountant or banker in person. It's all done over zoom. What's amazing. >>We'll go back to that and a great great to see you had great props here earlier. You guys got some good stuff going on in the policy side, a core max on stage talking about this Virginia deal. Give us the update. >>Yeah. Hey thanks john, it's great to be back. I always like to be on the cube. Uh, so we made an announcement today regarding our economic impact study, uh, for the commonwealth of Virginia. And this is around the amazon web services business and our presence in Virginia or a WS as we all, uh, call, uh, amazon web services. And um, basically the data that we released today shows over the last decade the magnitude of investment that we're making and I think reflects just the overall investments that are going into Virginia in the data center industry of which john and I have been very involved with over the years. But the numbers are quite um, uh, >>just clever. This is not part of the whole H. 20. H. Q. Or whatever they call HQ >>To HQ two. It's so Virginia Amazon is investing uh in Virginia as part of our HQ two initiative. And so Arlington Virginia will be the second headquarters in the U. S. In addition to that, AWS has been in Virginia for now many years, investing in both data center infrastructure and also other corporate facilities where we house AWS employees uh in other parts of Virginia, particularly out in what's known as the dullest technology corridor. But our data centers are actually spread throughout three counties in Fairfax County, Loudoun County in Prince William County. >>So this is the maxim now. So it wasn't anything any kind of course this is Virginia impact. What was, what did he what did he announce? What did he say? >>Yeah. So there were a few things that we highlighted in this economic impact study. One is that over the last decade, if you can believe it, we've invested $35 billion 2020 alone. The AWS investment in construction and these data centers. uh it was actually $1.3 billion 2020. And this has created over 13,500 jobs in the Commonwealth of Virginia. So it's a really great story of investment and job creation and many people don't know John in this Sort of came through in your question too about HQ two, But aws itself has over 8000 employees in Virginia today. Uh, and so we've had this very significant presence for a number of years now in Virginia over the last, you know, 15 years has become really the cloud capital of the country, if not the world. Uh, and you see all this data center infrastructure that's going in there, >>John What's your take on this? You've been very active in the county there. Um, you've been a legend in the area and tech, you've seen this many years, you've been doing so I think the longest running company doing cyber my 31st year, 31st year. So you've been on the ground. What does this all mean to you? >>Well, you know, it goes way back to, it was roughly 2005 when I served on the Economic Development Commission, Loudon County as the chairman. And at the time we were the fastest-growing county in America in Loudon County. But our residential real property taxes were going up stratospherically because when you look at it, every dollar real property tax that came into residential, we lose $2 because we had to fund schools and police and fire departments and so forth. And we realized for every dollar of commercial real property tax that came in, We made $97 in profit, but only 13% of the money that was coming into the county was coming in commercially. So a small group got together from within the county to try and figure out what were the assets that we had to offer to companies like Amazon and we realized we had a lot of land, we had water and then we had, you know this enormous amount of dark fiber, unused fibre optic. And so basically the county made it appealing to companies like amazon to come out to Loudon County and other places in northern Virginia and the rest is history. If you look today, we're Loudon County is Loudon County generates a couple $100 million surplus every year. It's real property taxes have come down in in real dollars and the percentage of revenue that comes from commercials like 33 34%. That's really largely driven by the data center ecosystem that my friend over here Shannon was talking. So >>the formula basically is look at the assets resources available that may align with the kind of commercial entities that good. How's their domicile there >>that could benefit. >>So what about power? Because the data centers need power, fiber fiber is great. The main, the main >>power you can build power but the main point is is water for cooling. So I think I think we had an abundance of water which allowed us to build power sources and allowed companies like amazon to build their own power sources. So I think it was really a sort of a uh uh better what do they say? Better lucky than good. So we had a bunch of assets come together that helps. Made us, made us pretty lucky as a, as a region. >>Thanks area too. >>It is nice and >>john, it's really interesting because the vision that john Wood and several of his colleagues had on that economic development board has truly come through and it was reaffirmed in the numbers that we released this week. Um, aws paid $220 million 2020 alone for our data centers in those three counties, including loud >>so amazon's contribution to >>The county. $220 million 2020 alone. And that actually makes up 20% of overall property tax revenues in these counties in 2020. So, you know, the vision that they had 15 years ago, 15, 16 years ago has really come true today. And that's just reaffirmed in these numbers. >>I mean, he's for the amazon. So I'll ask you the question. I mean, there's a lot of like for misinformation going around around corporate reputation. This is clearly an example of the corporation contributing to the, to the society. >>No, no doubt. And you think >>About it like that's some good numbers, 20 million, 30 >>$5 million dollar capital investment. You know, 10, it's, what is it? 8000 9000 >>Jobs. jobs, a W. S. jobs in the Commonwealth alone. >>And then you look at the economic impact on each of those counties financially. It really benefits everybody at the end of the day. >>It's good infrastructure across the board. How do you replicate that? Not everyone's an amazon though. So how do you take the formula? What's your take on best practice? How does this rollout? And that's the amazon will continue to grow, but that, you know, this one company, is there a lesson here for the rest of us? >>I think I think all the data center companies in the cloud companies out there see value in this region. That's why so much of the internet traffic comes through northern Virginia. I mean it's I've heard 70%, I've heard much higher than that too. So I think everybody realizes this is a strategic asset at a national level. But I think the main point to bring out is that every state across America should be thinking about investments from companies like amazon. There are, there are really significant benefits that helps the entire community. So it helps build schools, police departments, fire departments, etcetera, >>jobs opportunities. What's the what's the vision though? Beyond data center gets solar sustainability. >>We do. We have actually a number of renewable energy projects, which I want to talk about. But just one other quick on the data center industry. So I also serve on the data center coalition which is a national organization of data center and cloud providers. And we look at uh states all over this country were very active in multiple states and we work with governors and state governments as they put together different frameworks and policies to incent investment in their states and Virginia is doing it right. Virginia has historically been very forward looking, very forward thinking and how they're trying to attract these data center investments. They have the right uh tax incentives in place. Um and then you know, back to your point about renewable energy over the last several years, Virginia is also really made some statutory changes and other policy changes to drive forward renewable energy in Virginia. Six years ago this week, john I was in a coma at county in Virginia, which is the eastern shore. It's a very rural area where we helped build our first solar farm amazon solar farm in Virginia in 2015 is when we made this announcement with the governor six years ago this week, it was 88 megawatts, which basically at the time quadruple the virginias solar output in one project. So since that first project we at Amazon have gone from building that one facility, quadrupling at the time, the solar output in Virginia to now we're by the end of 2023 going to be 1430 MW of solar power in Virginia with 15 projects which is the equivalent of enough power to actually Enough electricity to power 225,000 households, which is the equivalent of Prince William county Virginia. So just to give you the scale of what we're doing here in Virginia on renewable energy. >>So to me, I mean this comes down to not to put my opinion out there because I never hold back on the cube. It's a posture, we >>count on that. It's a >>posture issue of how people approach business. I mean it's the two schools of thought on the extreme true business. The government pays for everything or business friendly. So this is called, this is a modern story about friendly business kind of collaborative posture. >>Yeah, it's putting money to very specific use which has a very specific return in this case. It's for everybody that lives in the northern Virginia region benefits everybody. >>And these policies have not just attracted companies like amazon and data center building builders and renewable energy investments. These policies are also leading to rapid growth in the cybersecurity industry in Virginia as well. You know john founded his company decades ago and you have all of these cybersecurity companies now located in Virginia. Many of them are partners like >>that. I know john and I both have contributed heavily to a lot of the systems in place in America here. So congratulations on that. But I got to ask you guys, well I got you for the last minute or two cybersecurity has become the big issue. I mean there's a lot of these policies all over the place. But cyber is super critical right now. I mean, where's the red line Shannon? Where's you know, things are happening? You guys bring security to the table, businesses are out there fending for themselves. There's no militia. Where's the, where's the, where's the support for the commercial businesses. People are nervous >>so you want to try it? >>Well, I'm happy to take the first shot because this is and then we'll leave john with the last word because he is the true cyber expert. But I had the privilege of hosting a panel this morning with the director of the cybersecurity and Infrastructure Security agency at the department, Homeland Security, Jenness easterly and the agency is relatively new and she laid out a number of initiatives that the DHS organization that she runs is working on with industry and so they're leaning in their partnering with industry and a number of areas including, you know, making sure that we have the right information sharing framework and tools in place, so the government and, and we in industry can act on information that we get in real time, making sure that we're investing for the future and the workforce development and cyber skills, but also as we enter national cybersecurity month, making sure that we're all doing our part in cyber security awareness and training, for example, one of the things that are amazon ceo Andy Jassy recently announced as he was participating in a White house summit, the president biden hosted in late august was that we were going to at amazon make a tool that we've developed for information and security awareness for our employees free, available to the public. And in addition to that we announced that we were going to provide free uh strong authentication tokens for AWS customers as part of that announcement going into national cybersecurity months. So what I like about what this administration is doing is they're reaching out there looking for ways to work with industry bringing us together in these summits but also looking for actionable things that we can do together to make a difference. >>So my, my perspective echoing on some of Shannon's points are really the following. Uh the key in general is automation and there are three components to automation that are important in today's environment. One is cyber hygiene and education is a piece of that. The second is around mis attribution meaning if the bad guy can't see you, you can't be hacked. And the third one is really more or less around what's called attribution, meaning I can figure out actually who the bad guy is and then report that bad guys actions to the appropriate law enforcement and military types and then they take it from there >>unless he's not attributed either. So >>well over the basic point is we can't as industry hat back, it's illegal, but what we can do is provide the tools and methods necessary to our government counterparts at that point about information sharing, where they can take the actions necessary and try and find those bad guys. >>I just feel like we're not moving fast enough. Businesses should be able to hack back. In my opinion. I'm a hawk on this one item. So like I believe that because if people dropped on our shores with troops, the government will protect us. >>So your your point is directly taken when cyber command was formed uh before that as airlines seeing space physical domains, each of those physical domains have about 100 and $50 billion they spend per year when cyber command was formed, it was spending less than Jpmorgan chase to defend the nation. So, you know, we do have a ways to go. I do agree with you that there needs to be more uh flexibility given the industry to help help with the fight. You know, in this case. Andy Jassy has offered a couple of tools which are, I think really good strong tokens training those >>are all really good. >>We've been working with amazon for a long time, you know, ever since, uh, really, ever since the CIA embrace the cloud, which was sort of the shot heard around the world for cloud computing. We do the security compliance automation for that air gap region for amazon as well as other aspects >>were all needs more. Tell us faster, keep cranking up that software because tell you right now people are getting hit >>and people are getting scared. You know, the colonial pipeline hack that affected everybody started going wait a minute, I can't get gas. >>But again in this area of the line and jenny easterly said this this morning here at the summit is that this truly has to be about industry working with government, making sure that we're working together, you know, government has a role, but so does the private sector and I've been working cyber issues for a long time to and you know, kind of seeing where we are this year in this recent cyber summit that the president held, I really see just a tremendous commitment coming from the private sector to be an effective partner in securing the nation this >>full circle to our original conversation around the Virginia data that you guys are looking at the Loudon County amazon contribution. The success former is really commercial public sector. I mean, the government has to recognize that technology is now lingua franca for all things everything society >>well. And one quick thing here that segues into the fact that Virginia is the cloud center of the nation. Um uh the president issued a cybersecurity executive order earlier this year that really emphasizes the migration of federal systems into cloud in the modernization that jOHN has worked on, johN had a group called the Alliance for Digital Innovation and they're very active in the I. T. Modernization world and we remember as well. Um but you know, the federal government is really emphasizing this, this migration to cloud and that was reiterated in that cybersecurity executive order >>from the, well we'll definitely get you guys back on the show, we're gonna say something. >>Just all I'd say about about the executive order is that I think one of the main reasons why the president thought was important is that the legacy systems that are out there are mainly written on kobol. There aren't a lot of kids graduating with degrees in COBOL. So COBOL was designed in 1955. I think so I think it's very imperative that we move has made these workloads as we can, >>they teach it anymore. >>They don't. So from a security point of view, the amount of threats and vulnerabilities are through the >>roof awesome. Well john I want to get you on the show our next cyber security event. You have you come into a fireside chat and unpack all the awesome stuff that you're doing. But also the challenges. Yes. And there are many, you have to keep up the good work on the policy. I still say we got to remove that red line and identified new rules of engagement relative to what's on our sovereign virtual land. So a whole nother Ballgame, thanks so much for coming. I appreciate it. Thank you appreciate it. Okay, cute coverage here at eight of public sector seven Washington john ferrier. Thanks for watching. Mhm. Mhm.
SUMMARY :
Both cuba alumni Shannon Kellogg VP of public policy for the Americas and john would ceo tell It's all done over zoom. We'll go back to that and a great great to see you had great props here earlier. in the data center industry of which john and I have been very involved with over the This is not part of the whole H. 20. And so Arlington Virginia So this is the maxim now. One is that over the last decade, if you can believe it, we've invested $35 billion in the area and tech, you've seen this many years, And so basically the county made it appealing to companies like amazon the formula basically is look at the assets resources available that may align Because the data centers need power, fiber fiber is great. So I think I think we had an abundance of water which allowed us to build power sources john, it's really interesting because the vision that john Wood and several of So, you know, the vision that they had 15 This is clearly an example of the corporation contributing And you think You know, 10, everybody at the end of the day. And that's the amazon will continue to grow, benefits that helps the entire community. What's the what's the vision though? So just to give you the scale of what we're doing here in Virginia So to me, I mean this comes down to not to put my opinion out there because I never It's a I mean it's the two schools of thought on the It's for everybody that lives in the northern Virginia region benefits in the cybersecurity industry in Virginia as well. But I got to ask you guys, well I got you for the last minute or two cybersecurity But I had the privilege of hosting a panel this morning with And the third one is really more So counterparts at that point about information sharing, where they can take the actions necessary and So like I believe that because if people dropped on our shores flexibility given the industry to help help with the fight. really, ever since the CIA embrace the cloud, which was sort of the shot heard around the world for tell you right now people are getting hit You know, the colonial pipeline hack that affected everybody started going wait I mean, the government has to recognize that technology is now lingua franca for all things everything of federal systems into cloud in the modernization that jOHN has Just all I'd say about about the executive order is that I think one of the main reasons why the president thought So from a security point of view, the amount of threats and vulnerabilities are through the But also the challenges.
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Sandy Carter, AWS | AWS Summit DC 2021
>>text, you know, consumer opens up their iphone and says, oh my gosh, I love the technology behind my eyes. What's it been like being on the shark tank? You know, filming is fun, hang out, just fun and it's fun to be a celebrity at first your head gets really big and you get a good tables at restaurants who says texas has got a little possess more skin in the game today in charge of his destiny robert Hirschbeck, No stars. Here is CUBA alumni. Yeah, okay. >>Hi. I'm john Ferry, the co founder of silicon angle Media and co host of the cube. I've been in the tech business since I was 19 1st programming on many computers in a large enterprise and then worked at IBM and Hewlett Packard total of nine years in the enterprise brian's jobs from programming, Training, consulting and ultimately as an executive salesperson and then started my first company with 1997 and moved to Silicon Valley in 1999. I've been here ever since. I've always loved technology and I love covering you know, emerging technology as trained as a software developer and love business and I love the impact of software and technology to business to me creating technology that starts the company and creates value and jobs is probably the most rewarding things I've ever been involved in. And I bring that energy to the queue because the Cubans were all the ideas are and what the experts are, where the people are and I think what's most exciting about the cube is that we get to talk to people who are making things happen, entrepreneur ceo of companies, venture capitalists, people who are really on a day in and day out basis, building great companies and the technology business is just not a lot of real time live tv coverage and, and the cube is a non linear tv operation. We do everything that the T. V guys on cable don't do. We do longer interviews. We asked tougher questions, we ask sometimes some light questions. We talked about the person and what they feel about. It's not prompted and scripted. It's a conversation authentic And for shows that have the Cube coverage and makes the show buzz. That creates excitement. More importantly, it creates great content, great digital assets that can be shared instantaneously to the world. Over 31 million people have viewed the cube and that is the result. Great content, great conversations and I'm so proud to be part of you with great team. Hi, I'm john ferrier. Thanks for watching the cube. >>Hello and welcome to the cube. We are here live on the ground in the expo floor of a live event. The AWS public sector summit. I'm john for your host of the cube. We're here for the next two days. Wall to wall coverage. I'm here with Sandy carter to kick off the event. Vice president partner as partners on AWS public sector. Great to see you Sandy, >>so great to see you john live and in person, right? >>I'm excited. I'm jumping out of my chair because I did a, I did a twitter periscope yesterday and said a live event and all the comments are, oh my God, an expo floor a real events. Congratulations. >>True. Yeah. We're so excited yesterday. We had our partner day and we sold out the event. It was rock them and pack them and we had to turn people away. So what a great experience. Right, >>Well, I'm excited. People are actually happy. We tried, we tried covering mobile world congress in Barcelona. Still, people were there, people felt good here at same vibe. People are excited to be in person. You get all your partners here. You guys have had had an amazing year. Congratulations. We did a couple awards show with you guys. But I think the big story is the amazon services for the partners. Public sector has been a real game changer. I mean we talked about it before, but again, it continues to happen. What's the update? >>Yeah, well we had, so there's lots of announcements. So let me start out with some really cool growth things because I know you're a big growth guy. So we announced here at the conference yesterday that our government competency program for partners is now the number one industry in AWS for are the competency. That's a huge deal. Government is growing so fast. We saw that during the pandemic, everybody was moving to the cloud and it's just affirmation with the government competency now taking that number one position across AWS. So not across public sector across AWS and then one of our fastest growing areas as well as health care. So we now have an A. T. O. Authority to operate for HIPPA and Hi trust and that's now our fastest growing area with 85% growth. So I love that new news about the growth that we're seeing in public sector and all the energy that's going into the cloud and beyond. >>You know, one of the things that we talked about before and another Cuban of you. But I want to get your reaction now current state of the art now in the moment the pandemic has highlighted the antiquated outdated systems and highlighted help inadequate. They are cloud. You guys have done an amazing job to stand up value quickly now we're in a hybrid world. So you've got hybrid automation ai driving a complete change and it's happening pretty quick. What's the new things that you guys are seeing that's emerging? Obviously a steady state of more growth. But what's the big success programs that you're seeing right now? >>Well, there's a few new programs that we're seeing that have really taken off. So one is called proserve ready. We announced yesterday that it's now G. A. And the U. S. And a media and why that's so important is that our proserve team a lot of times when they're doing contracts, they run out of resources and so they need to tap on the shoulder some partners to come and help them. And the customers told us that they wanted them to be pro served ready so to have that badge of honor if you would that they're using the same template, the same best practices that we use as well. And so we're seeing that as a big value creator for our partners, but also for our customers because now those partners are being trained by us and really helping to be mentored on the job training as they go. Very powerful program. >>Well, one of the things that really impressed by and I've talked to some of your MSP partners on the floor here as they walk by, they see the cube, they're all doing well. They're all happy. They got a spring in their step. And the thing is that this public private partnerships is a real trend we've been talking about for a while. More people in the public sector saying, hey, I want I need a commercial relationship, not the old school, you know, we're public. We have all these rules. There's more collaboration. Can you share your thoughts on how you see that evolving? Because now the partners in the public sector are partnering closer than ever before. >>Yeah, it's really um, I think it's really fascinating because a lot of our new partners are actually commercial partners that are now choosing to add a public sector practice with them. And I think a lot of that is because of these public and private partnerships. So let me give you an example space. So we were at the space symposium our first time ever for a W. S at the space symposium and what we found was there were partners, they're like orbital insight who's bringing data from satellites, There are public sector partner, but that data is being used for insurance companies being used for agriculture being used to impact environment. So I think a lot of those public private partnerships are strengthening as we go through Covid or have like getting alec of it. And we do see a lot of push in that area. >>Talk about health care because health care is again changing radically. We talked to customers all the time. They're like, they have a lot of legacy systems but they can't just throw them away. So cloud native aligns well with health care. >>It does. And in fact, you know, if you think about health care, most health care, they don't build solutions themselves, they depend on partners to build them. So they do the customer doesn't buy and the partner does the build. So it's a great and exciting area for our partners. We just launched a new program called the mission accelerator program. It's in beta and that program is really fascinating because our healthcare partners, our government partners and more now can use these accelerators that maybe isolate a common area like um digital analytics for health care and they can reuse those. So it's pretty, I think it's really exciting today as we think about the potential health care and beyond. >>You know, one of the challenge that I always thought you had that you guys do a good job on, I'd love to get your reaction to now is there's more and more people who want to partner with you than ever before. And sometimes it hasn't always been easy in the old days like to get fed ramp certified or even deal with public sector. If you were a commercial vendor, you guys have done a lot with accelerating certifications. Where are you on that spectrum now, what's next? What's the next wave of partner onboarding or what's the partner trends around the opportunities in public sector? >>Well, one of the new things that we announced, we have tested out in the U. S. You know, that's the amazon way, right, Andy's way, you tested your experiment. If it works, you roll it out, we have a concierge program now to help a lot of those new partners get inundated into public sector. And so it's basically, I'm gonna hold your hand just like at a hotel. I would go up and say, hey, can you direct me to the right restaurant or to the right museum, we do the same thing, we hand hold people through that process. Um, if you don't want to do that, we also have a new program called navigate which is built for brand new partners. And what that enables our partners to do is to kind of be guided through that process. So you are right. We have so many partners now who want to come and grow with us that it's really essential that we provide a great partner, experienced a how to on board. >>Yeah. And the A. P. M. Was the amazon partner network also has a lot of crossover. You see a lot a lot of that going on because the cloud, it's you can do both. >>Absolutely. And I think it's really, you know, we leverage all of the ap in programs that exist today. So for example, there was just a new program that was put out for a growth rebate and that was driven by the A. P. N. And we're leveraging and using that in public sector too. So there's a lot of prosecutes going on to make it easier for our partners to do business with us. >>So I have to ask you on a personal note, I know we've talked about before, your very comfortable the virtual now hybrid space. How's your team doing? How's the structure looks like, what are your goals, what are you excited about? >>Well, I think I have the greatest team ever. So of course I'm excited about our team and we are working in this new hybrid world. So it is a change for everybody uh the other day we had some people in the office and some people calling in virtually so how to manage that, right was really quite interesting. Our goals that we align our whole team around and we talked a little bit about this yesterday are around mission which are the solution areas migration, so getting everything to the cloud and then in the cloud, we talk about modernization, are you gonna use Ai Ml or I O T? And we actually just announced a new program around that to to help out IOT partners to really build and understand that data that's coming in from I O T I D C says that that idea that IOT data has increased by four times uh in the, during the covid period. So there's so many more partners who need help. >>There's a huge shift going on and you know, we always try to explain on the cube. Dave and I talked about a lot and it's re platform with the cloud, which is not just lift and shift you kind of move and then re platform then re factoring your business and there's a nuance there between re platform in which is great. Take advantage of cloud scale. But the re factoring allows for this unique advantage of these high level services. >>That's right >>and this is where people are winning. What's your reaction to that? >>Oh, I completely agree. I think this whole area of modernizing your application, like we have a lot of folks who are doing mainframe migrations and to your point if they just lift what they had in COBOL and they move it to a W S, there's really not a lot of value there, but when they rewrite the code, when they re factor the code, that's where we're seeing tremendous breakthrough momentum with our partner community, you know, Deloitte is one of our top partners with our mainframe migration. They have both our technology and our consulting um, mainframe migration competency there to one of the other things I think you would be interested in is in our session yesterday we just completed some research with r C T O s and we talked about the next mega trends that are coming around Web three dato. And I'm sure you've been hearing a lot about web www dot right? Yeah, >>0.04.0, it's all moving too fast. I mean it's moving >>fast. And so some of the things we talked to our partners about yesterday are like the metaverse that's coming. So you talked about health care yesterday electronic caregiver announced an entire application for virtual caregivers in the metaverse. We talked about Blockchain, you know, and the rise of Blockchain yesterday, we had a whole set of meetings, everybody was talking about Blockchain because now you've got El Salvador Panama Ukraine who have all adopted Bitcoin which is built on the Blockchain. So there are some really exciting things going on in technology and public sector. >>It's a societal shift and I think the confluence of tech user experience data, new, decentralized ways of changing society. You're in the middle of it. >>We are and our partners are in the middle of it and data data, data data, that's what I would say. Everybody is using data. You and I even talked about how you guys are using data. Data is really a hot topic and we we're really trying to help our partners figure out just how to migrate the data to the cloud but also to use that analytics and machine learning on it too. Well, >>thanks for sharing the data here on our opening segment. The insights we will be getting out of the Great Sandy. Great to see you got a couple more interviews with you. Thanks for coming on. I appreciate you And thanks for all your support. You guys are doing great. Your partners are happy you're on a great wave. Congratulations. Thank you, john appreciate more coverage from the queue here. Neither is public sector summit. We'll be right back. Mhm Yeah. >>Mhm. Mhm robert Herjavec. People obviously know you from shark tank
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Sandy Carter, AWS & Jennifer Blumenthal, OneRecord | AWS Summit DC 2021
>>no real filter and that kind of stuff. But you're also an entrepreneur, right? And you know the business, you've been in software, you detect business. I'm instructing you get a lot of pictures, this entertainment business on our show, we're a bubble. We don't do a lot of tech deals that were talking because it's boring tv tech people love tech consumers love the benefit of text. No consumer opens up their iphone and says, oh my gosh, I love the technology behind my, what's it been like being on the shark tank? You know, filming is fun and hang out just fun and it's fun to be a celebrity at first your head gets really big and you get a really good tables at restaurants and who says texas has got a little possessed more skin in the game today in charge of his destiny. Great robert Herjavec. No, these two stars cube alumni >>welcome back to the cubes coverage of A W. S. Public sector seven. I'm john for your host of the cube got a great segment here on healthcare startup accelerators of course. Sandy carter is co hosting media. This one Vice President Aws. She's awesome on the cuBA and jennifer Blumenthal co founder and C of one record entrepreneur, very successful. Thanks for coming on jennifer. Thank good to see you. Sandy thanks for joining me again. You >>are most welcome, >>jennifer. Before we get into the whole accelerated dynamic, just take a minute to explain what you guys do. One record. >>Sure. So one record is a digital health company that enables users to access aggregate and share their healthcare information. So what that means is we help you as a person get your data and then we also help companies who would like to have workflows were consumers in the loop to get their data. So whether they're sharing it with a provider, researcher payer. >>So, Sandy, we've talked about this amazon web services, healthcare accelerator cohort batches. What do you call cohort batches? Cohorts explain what's going on with the healthcare accelerator? >>Yeah. So, um, we decided that we would launch and partner an accelerator program and accelerator program just provides to a start up a little bit extra technical help. A little bit extra subject matter expertise and introductions to funders. And so we decided we were going to start one for health care. It's one of the biggest disruptive industries in public sector. Um, and so we weren't sure how it's gonna go. We partnered with Kids X. Kids X is part of the Los Angeles system for medical. And so we put out a call for startups and we had 427 startups, we were told on average and accelerating it's 50-100. So we were blown away 31 different countries. So it was really amazing. And then what we've been doing is down selecting and selecting that Top 10 for our first cohort. So we're going from 427 down to 10. And so obviously we looked at the founders themselves to see the quality of the leadership of the company, um the strength of their technology and the fit of the technology into the broader overall healthcare and healthcare ecosystem. And so we were thrilled that jennifer and one record was one of the top 10 start ups in this space that we chose to be in the, in the cohort. And so now we're going to take it to the six weeks intensive where we'll do training, helping them with AWS, provide them A W. S. Credits and then Kid X will also provide some of the health care uh subject matter >>expertise as well. Can I get some of those credits over here to maybe? >>Yes, you can actually, you can talk to me don you can't >>Talk to me, Jennifer, I gotta ask you. So you're an entrepreneur. So doing start doing cos it's like a roller coaster. So now to make the top 10 but also be in the area of his accelerator, it's a partnership, right? You're making a bet. What's your take on all this? >>Well, we've always been partners with a W. S. We started building on AWS in the very beginning. So when I was setting up the company a huge decision early on with infrastructure and when I saw the launch of the accelerator, I had to apply because we're at the point in the company that we're growing and part of growing is growing with the VW. So I was really excited to take advantage of that opportunity and now in the accelerator, it's more of thinking about things that we weren't thinking about the services that we can leverage to fill in the gaps within our platform so we can meet our customers where they are >>using award winning MSP cloud status city, your partners, great relationship with the ecosystem. So congratulations Sandi. What's the disruption for the healthcare? Because right now education and health care, the two top areas we're seeing and we're reporting on where cloud scale developed two point or whatever buzzword digital transformation you want to use is impacting heavily healthcare industry. There's some new realities. What's your, what's your vision, what's your view? >>Hey john before she does that, I have to give a plug to Claudius city because they just made premier partner as well, which is a huge deal. Uh and they're also serving public sector. So I just wanted to make sure that you knew that too. So you can congratulate. Go ahead, jennifer >>Well, so if I zoom in, I think about a P. I. S. Every day, that's what I think about and I think about microservices. So for me and for one record, what we think about is legislation. So 21st century Cures act says that you as a consumer have to be able to access your healthcare data from both your providers and from your players and not just your providers, but also the underlying technology vendors and H. I. E. S. H. I am and it's probably gonna extend to really anyone who plays within the healthcare ecosystem. So you're just going to see this explosion of A. P. I. S. And we're just your one of that. I mean for the payers that we went into effect on july 1st. So I mean when you think about the decentralization of healthcare where healthcare is being delivered plus an api economy, you're just going to have a whole new model developing and then throwing price transparency and you've got a whole new cake. >>I'm smiling because I love the peacocks. In fact, last night I shouldn't have tweeted this but there's a little tweet flames going on around A. P. Is being brittle and all this stuff and I said, hey developer experience about building great software apps are there for you. It's not a glue layer by itself. You got to build software around the so kind of a little preaching to the younger generation. But this health care thing is huge because think about like old school health care, it was anti ap I was also siloed. So what's your take on has the culture is changing health care because the user experience, I want my records, I want my privacy, I want to maintain everything confidential but access. That's hard. >>I think well health care to be used to just be paper was forget about a. P. I. Is it was just paper records. I think uh to me you think about uh patient journey, like a patient journey starts with booking an appointment and then everything after that is essentially an api call. So that's how I think about it is to all these micro transactions that are happening all the time and you want your data to go to your health care provider so they can give you the proper care, you want your data to go to your pair so they can pay for your care and then those two stakeholders want your data so that they can provide the right services at the right time to the right channel. And that is just a series of api calls that literally sits on a platform. >>What's interesting, I'd love to get your take on the where you think the progress bar is in the industry because Fintech has shown the way you got defy now behind a decentralized finance, health care seems to be moving on in a very accelerated rate towards that kind of concept of cloud, scale, decentralization, privacy. >>Yeah, I mean, that's a big question, what's interesting to me around that is how healthcare stakeholders are thinking about where they're providing care. So as they're buying up practices primary care specialty care and they're moving more and more outside of the brick and mortar of the health care system or partnering with your startups. That's really where I think you're going to see a larger ecosystem development, you could just look at CVS and walmart or the dollar store if they're going to be moving into health care, what does that look like? And then if you're seeking care in those settings, but then you're going to Mayo clinic or Kaiser permanente, there's so many new relationships that are part of your hair circle >>delivery is just what does that even mean now, delivery of health >>care. It's wherever you it's like the app economy you want to ride right now, you want a doctor right now, that's where we're heading its ease of use. >>This is this exciting startups, changing the game. Yes, I love it. I mean, this is what it's all about this health >>Care, this is what it's all about. And if you look at the funding right now from VCS, we're seeing so much funding pour into health care, we were just looking at some numbers and in the second quarter alone, the funding went up almost 700%. And the amount of funding that is pouring into companies like jennifer's company to really transform healthcare, 30% of it is going into telehealth. So when you talked about, you know, kind of ai at the edge, getting the right doctor the right expert at the right time, we're seeing that as a big trend in healthcare to >>well jennifer, I think the funding dynamics aside the opportunity for market total addressable market is massive when the application is being decomposed, you got front end, whether it's telemedicine, you got the different building blocks of healthcare being radically reconfigured. It's a re factoring of healthcare. Yeah, >>I think if you just think about where we're sitting today, you had to use an app to prove proof of vaccination. So this is not just national, this is a global thing to have that covid wallet. We at one record have a covid wallet. But just a couple years from now, I need more than just by covid vaccination. I need all my vaccinations. I need all my lab results. I need all my beds. It's opening the door for a new consumer behavior pattern, which is the first step to adoption for any technology. >>So somebody else covid wallet. So I need >>that was California. Did the, did a version of we just have a pen and it's pretty cool. Very handy. I should save it to my drive. But my phone, but I don't jennifer, what's the coolest thing you're working on right now because you're in the middle of all the action. >>I get very excited about the payer app is that we're working on. So I think by the end of the month we will be connected to almost to all the blues in the United States. So I'm very excited when a user comes into the one record and they're able to get their clinical data from the provider organization and then their clinical financial and formulary data from their payers because then you're getting a complete view, You're getting the records for someone who gave you care and you're getting the records from someone who paid for your care. And that's an interesting thing that's really moving towards a complete picture. So from a personal perspective that gets exciting. And then from a professional perspective, it's really working with our partners as they're using our API s to build out workflows and their applications. >>It's an api economy. I'd like to ask you to on the impact side to the patient. I hear a lot of people complaining that hey, I want to bring my records to the doctor and I want to have my own control of my own stuff. A lot of times, some doctors don't even know other historical data points about a patient that could open up a diagnosis and, or care >>or they can't even refer you to a doctor. Most doctors really only refer within a network of people that they know having a provider directory that allows doctors refer, having the data from different doctors outside of their, you know, I didn't really allows people to start thinking beyond just their little box. >>Cool. Well, great to have you on and congratulations on being in the top 10 saying this is a wonderful example of how the ecosystem where you got cloud city, your MSP. You mentioned the shout out to them jerry Miller and his team by working together the cloud gives you advantages. So I have to ask, we look at amazon cloud as an entrepreneur. It's kind of a loaded question, but I'm going to ask it. I love it. >>You always do it >>when you look at amazon, what do you see as opportunities as an entrepreneur? Because I'll see the easy ones. They have computing everything else. But like what's the, what does cloud do for you as an entrepreneur? What does it, what does it make you do? >>Yeah. So for been working with jerry since the beginning for me when I think about it, it's really the growth of our company. So when we start building, we really just thinking about it from a monolithic build and we move to microservices and amazon has been there every step of the way to support us as that. And now, you know, the things that I'm interested in are specifically health lake and anything that's NLP related that we could plug into our solution for when we get data from different sources that are coming in really unstructured formats and making it structured so that it's searchable for people and amazon does that for us with their services that we can add into the applications. >>Yeah, we announced that data health like and july it has a whole set of templates for analytics, focused on health care as well as hip hop compliance out of the box as well. >>The I think I think that's what's important is people used to think application first. Now it's creating essentially a data lake, then analytics and then what applications you build on top of that. And that's how our partners think about it and that's how we try and service them using amazon as our problem. So >>you're honing in on the value of the data and how that conflicts and then work within the whatever application requests might come >>in. Yes, >>it's interesting. You know, we had an event last month and jerry Chen from Greylock partners came on and gave a talk called castles in the cloud. He's gonna be cute before. He's a, he's a veces, they talk about moats and competitive manage so having a moat, The old school perimeter moz how cloud destroyed that. He's like, no, now the castles are in the cloud, he pointed snowflake basically data warehouse in the cloud red shifts there too. But they can be successful. And that's how the cloud, you could actually build value, sustainable value in the cloud. If you think that way of re factoring not just hosting a huge, huge, huge thing. >>I think the only thing he, this was customer service because health care is still very personal. So it's always about how you interact with the end user and how you can help me get to where they need to be going >>and what do you see that going? Because that's, that's a good point. >>I think that is a huge opportunity for any new company that wants to enter healthcare, customer service as a service in health care for all the different places that health care is going to be delivered. Maybe there's a company that I don't know about, but when they come out, I'd like to meet them. >>Yeah, I mean, I can't think of one cover that can think of right now. This is what I would say is great customer service for health care. >>And if there is one out there contacted me because I want to talk to you about AWS. >>Yeah. And you need the app from one record that make it all >>happen. That's where Omni channel customer service across all health care entities. Yeah, that's >>a great billion dollar idea for someone listening to our show right now. >>Right, alright. So saying they had to give you the opportunity to talk more because this is a great example of how the world's very agile. What's the next step for the AWS Healthcare accelerator? Are there more accelerators? Do you do it by vertical? >>What happens next? So, with the healthcare accelerator, this was our first go at the accelerator. So, this is our first set of cohorts, Of course, all 427 companies are going to get some help from a W. S. as well. We also you'll love this john We also did a space accelerator. Make sure you ask Clint about that. So we have startups that are synthesizing oxygen on mars to sending an outpost box to the moon. I mean, it's crazy what these startups are doing. Um, and then the third accelerator we started was around clean energy. So sustainability, we sold that one out to, we had folks from 66 different countries participate in that one. So these have been really successful for us. So it reinvent. When we talk again, we'll be announcing a couple of others. So right now we've got healthcare, space, clean energy and we'll be announcing a couple other accelerators moving forward. >>You know, it's interesting, jennifer the pandemic has changed even our ability to get stories. Just more stories out there now. So you're seeing kind of remote hybrid connections, ap ideas, whether it's software or remote interviews or remote connections. There's more stories being told out there with digital transformation. I mean there wasn't that many before pandemic has changed the landscape because let's face it, people were hiding some really bad projects behind metrics. But when you pull the pandemic back and you go, hey, everyone's kind of emperors got no clothes on. Those are bad projects. Those are good projects that cloud investment worked or I didn't have a cloud investment. They were pretty much screwed at that point. So this is now a new reality of like value, you can't show me value. >>It's crazy to me when I meet people who tell me like we want to move to the cloud of like, why are you not on the cloud? Like this really just blows my life. Like I don't understand why you have on prem or while you did start on the cloud, this is more for larger organizations, but younger organizations, you know, the first thing you have to do, it's set up that environment. >>Yeah. And then now with the migration plans and seeing here, uh whereas education or health care or other verticals, you've got, now you've got containers to give you that compatibility and then you've got kubernetes and you've got microservices, you've got land. Uh I mean, come on, that's the perfect storm innovation. There's no excuses in my opinion. So, you know, if you're out there and you're not leveraging it, then you're probably gonna be out of business. That's my philosophy. Thank you for coming up. Okay. Sandy, thank you. Thank you, john Okay. Any of his coverage here, summit here in D. C. I'm john ferrier. Thanks for watching. Mm >>mm mm mhm. I have been in the software and technology industry for over 12 years now, so I've had >>the opportunity
SUMMARY :
And you know the business, you've been in software, She's awesome on the cuBA and jennifer Blumenthal co Before we get into the whole accelerated dynamic, just take a minute to explain what you guys do. So what that means is we help you as a person What do you call cohort batches? one of the top 10 start ups in this space that we chose to be in Can I get some of those credits over here to maybe? So now to make the top 10 but also be in the area of his accelerator, So when I was setting up the company a huge decision early on with infrastructure and Because right now education and health care, the two top areas we're seeing So I just wanted to make sure that you knew that too. So 21st century Cures act says that you as a consumer So what's your take on has the culture is changing all the time and you want your data to go to your health care provider so they can give you the proper care, Fintech has shown the way you got defy now behind a decentralized finance, and more outside of the brick and mortar of the health care system or partnering with your startups. It's wherever you it's like the app economy you want to ride right now, you want a doctor right now, I mean, this is what it's all about this health So when you talked about, addressable market is massive when the application is being decomposed, you got front end, I think if you just think about where we're sitting today, you had to use an app to prove proof of vaccination. So I need I should save it to my drive. You're getting the records for someone who gave you care and you're getting the records from someone who I'd like to ask you to on the impact side to the patient. a provider directory that allows doctors refer, having the data from different doctors outside of their, of how the ecosystem where you got cloud city, your MSP. when you look at amazon, what do you see as opportunities as an entrepreneur? And now, you know, the things that I'm interested in are specifically health lake Yeah, we announced that data health like and july it has a whole set of templates for analytics, a data lake, then analytics and then what applications you build on top of that. And that's how the cloud, So it's always about how you interact with the end user and how you can help me get to where they need to be going and what do you see that going? customer service as a service in health care for all the different places that health care is going to be delivered. Yeah, I mean, I can't think of one cover that can think of right now. That's where Omni channel customer service across all health care entities. So saying they had to give you the opportunity to talk more because this is a great example of how the world's So we have startups that are synthesizing oxygen on mars to But when you pull the pandemic back and you go, hey, everyone's kind of emperors got no clothes why are you not on the cloud? So, you know, if you're out there and you're not leveraging it, then you're probably gonna be out of business. have been in the software and technology industry for over 12 years now, so I've had
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Quantcast The Cookie Conundrum: A Recipe for Success
>>what? Hello, I'm john free with the cube. I want to welcome Conrad Feldman, the founder and Ceo of Kwan cast here to kick off the quan cast industry summit on the demise of third party cookies. The events called the cookie conundrum, a recipe for success. The changing advertising landscape, super relevant conversation just now. More than ever. Conrad welcome to your own program kicking this off. Thanks for holding this event. It's a pleasure. Great to chat with you today. So a big fan been following your company since the founding of it. Been analytics is always the prize of any data driven company. Media. Anything's all data driven now. Um, talk about the open internet because now more than ever it's under siege. As I, as I mentioned in my open, um, we've been seeing the democratization, a new trend of decentralization. We're starting to see um, you know, everyone's present online now, Clay Shirky wrote a book called, here comes everyone in 2005. Well everyone's here. Right? So you know, we're here, it's gonna be more open. But yet people are looking at as close right now. You're seeing the big players, um, or in the data. What's your vision of this open internet? >>Well, an open internet exists for everyone. And if you think about the evolution of the internet, when the internet was created for the first time really in history, anyone that had access to the internet could publish the content, whatever they were interested in and could find an audience. And of course that's grown to where we are today, where five billion people around the world are able to engage in all sorts of content, whether that's entertainment or education, news, movies. What's perhaps not so widely understood is that most of that content is paid for by advertising and there's a lot of systems that support advertising on the open Internet and some of those are under siege today certainly. >>And what's the big pressure point? Is it just more control the data? Is it just that these walled gardens are wanting to, you know, suck the audience in there? Is that monetization driving it? What's where's the friction? >>Well, the challenges is sort of the accumulation of power into a really small number of now giant corporations who have actually reduced a lot of the friction that marketers have in spending their money effectively. And it means that those companies are capturing a disproportionate spend of the ad budgets that fund digital content. So the problem is if more of the money goes to them, less of its going to independent content creators. It's actually getting harder for independent voices to emerge and be heard. And so that's the real challenges. That has more power consolidates into just a limited number of tech giants. The funding path for the open Internet becomes constrained and there'll be less choice for consumers without having to pay for subscriptions. >>Everyone knows the more data you have the better and certainly, but the centralized power when the trend is going the other way, the consensus is everyone wants to be decentralized more truth, more trust all this is being talked about on the heels of the google's news around, you know, getting rid of third party cookies and others have followed suit. Um, what does this mean? I mean, this cookies have been the major vehicle for tracking and getting that kind of data. What is gonna be replaced with what is this all about? And can you share with us what the future will look like? >>Sure, Well, just as advertising funds the open Internet is advertising technology that supports that advertising spend. It supports sort of the business of advertising that funds the open Internet. And within all of that technology is the need for different systems to be able to align around um the identification of for example, a consumer, Have they been to this site before? Have they seen an ad before? So there's all of these different systems that might be used for advertising for measurement, for attribution, for creating personalization. And historically they've relied upon the third party cookie as the mechanism for synchronization. Well, the third party cookie has been in decline for some time. It's already mostly gone from actually apple safari browser, but google's chrome has so much control over how people access the internet. And so it was when Google announced that chrome was going to deprecate the third party cookie, that it really sort of focus the minds of the industry in terms of finding alternative ways to tailor content and ultimately to just simply measure the effectiveness of advertising. And so there's an enormous amount of um innovation taking place right now to find alternative solutions. >>You know, some are saying that the free open internet was pretty much killed when, you know, the big comes like facebook and google started bringing all this data and kind of pulls all sucks all the auction in the room, so to speak. What's this mean with cookies now getting, getting rid of um, by google has an impact publishers because is it helpful? I mean hurtful. I mean, where's the where is that, what the publisher impact? >>Well, I don't think anyone really knows right now. So first of all, cookies weren't necessarily a very good solution to the sort of the challenge of maintaining state and understanding those sorts of the delivery of advertising and so on. It's just the one that's commonly used, I think for different publishers it may mean different things. But many publishers need to be able to demonstrate the value and the effectiveness of the advertising solutions that they deliver. So they'll be innovating in terms of how they use their first party data. They'll be continuing to use contextual solutions that have long been used to create advertising relevant, relevant. I think the big question of course is how we're going to measure it that any of this is effective at all because everyone relies upon measuring advertising effectiveness to justify capturing those budgets in the first place. >>You know, you mentioned contextual come up a lot also in the other interviews we've done with the folks in the around the internet around this topic of machine learning is a big 12 What is the impact of this with the modernization of the solution? You mentioned cookies? Okay cookies, old technology. But the mechanisms in this ecosystem around it or not, it funds the open internet. What is that modern solution that goes that next level? Is it contextual metadata? Is that shared systems? What's the it's the modernization of that. >>It's all of those and and more. There's no there's no single solution to replace the third party cookie. There'll be a combination of solutions. Part of that will be alternative identity mechanisms. So you know, you will start to see more registration wars to access content so that you have what's called a deterministic identify there will be statistical models so called probabilistic models, contextual has always been important. It will become more important and it will be combined with we use contextual combining natural language processing with machine learning models to really understand the detailed context of different pages across the internet. You'll also see the use of first party data and there are discussions about shared data services as well. I think there's gonna be a whole set of different innovations that will need to inter operate and it's going to be an evolutionary process as people get used to using these different systems to satisfy the different stages of the media fulfillment cycle from research and planning to activation to measurement. >>You know, you put up walled gardens. I want to just touch on the on on this kind of concept of walled gardens and and and and compare and contrast that with the demand for community, open internet has always fostered a community vibe. You see network effects mostly in distinct user communities or subnets of sub networks. If you will kind of walled gardens became that kind of group get together but then became more of a media solution to make the user is the product, as they say, facebook's a great example, right? People talk about facebook and from that misinformation abuse walled garden is not the best thing happening right now in the world, but yet is there any other other choice? That's how they're going to make money? But yet everyone wants trust, truth community. Are they usually exclusive? How do you see this evolving, what's your take? >>Well, I think the open internet is a, is a forum where anyone can have their voice, uh, put their voice out there and have it discovered and it's in that regard, it's a it's a force for good look. I think there are there are challenges, obviously in terms of some of the some of the optimization that takes place with inside the walled gardens, which is, is sort of optimized to drive engagement can have some unintended consequences. Um obviously that's something that's, that's broadly being discussed today and the impact on society, but sort of more at a more pointed level, it's just the absorption of advertising dollars. There's a finite amount of money from advertisers. It's estimated to be $400 billion this year in digital advertising. So it's a huge amount of money in terms of funding the open Internet, which sounds great except for its increasingly concentrated in a tiny number of companies. And so, you know, our job at Quan cast as champions of the free and open Internet is to help direct money effectively to publishers across the open internet and give advertisers a reliable, repeatable way of accessing the audiences that they care about in the environment they care about and delivering advertising results. >>It's a publisher, we care a lot about what our audience wants and try to serve them and listen to them. If we could get the data, we want that data and then also broker in the monetization with advertisers, who might want to reach that audience in whatever way. So this brings up the question of, you know, automation and role of data. You know, this is a huge thing to having that data closed loop, if you will for for publishers. But yet most publishers are small, some niche. And even as they can become super large, they don't have all the data and more, the more data, the better the machine learning. So what's the answer to this as it goes forward? How do we get there? What's the dots that that we need to connect to get that future state? >>So I think it takes it takes companies working together effectively. I think a really important part of it is, is a more direct conversation with consumers. We've seen that change beginning to happen over the past few years with the introduction of regulations that require clear communication to consumers about the data that's captured. And y and I think that creates an opportunity to explain to your audience is the way in which content is funded. So I think that consumer that consumer conversation will be part of the collective solution. >>You know, I want to as we wind down this kickoff segment, get your thoughts and vision around um, the evolution of the internet and you guys have done some great work at quan Cast is well documented, but everyone used to talk about traffic by traffic, then it became cost of acquisitions. PPC search. This is either mechanisms that people have been using for a long, long time, then you know, your connections but audience is about traffic, audience traffic. If this if my family is online, doesn't it become about networks and the people. So I want to get your thoughts and your vision because if community is going to be more important than people agree that it is and things are gonna be decentralized, more openness, more voices to be heard. You need to dress ability. The formation of networks and groups become super important. What's your vision on that? >>So my vision is to create relevance and utility for consumers. I think that's one of the things that's often forgotten is that when we make advertising more relevant and useful for consumers, it automatically fulfils the objectives that publishers and marketers have, everyone wins when advertising is more relevant. And our vision is to make advertising relevant across the entire open internet so that that ad supported model can continue to flourish and that five billion and hopefully many more billions in the future, people around the world have access to high quality, diverse content. >>If someone asked you Conrad, what is quant cast doing to make the open internet viable now that cookies are going away? What's the answer? >>So well, the cookie pieces is a central piece of it in terms of finding solutions that will enable sort of planning activation and measurement post cookies and we have a lot of innovation going on. There were also working with a range of industry bodies and our and our partners to build solutions for this. What we're really trying to do is to make buying the open internet as straightforward for marketers as it is today and buying the walled gardens. The reason the walled gardens capture so much money is they made it really easy for marketers to get results, marketers would like to be able to spend their money across all of the diverse publishes the open internet. You know, our job at Comcast is to make it just as easy to effectively spend money in funding the content that they really care about in reaching the audiences that they want. >>Great stuff. Great Mission. Conrad, thanks for coming on. Conrad Feldmann founder and Ceo here at the cookie conundrum recipe for success event, Quant Cast Industry summit on the demise of third party cookies. Thank you. Conrad appreciate it. Thank you. Yeah, I'm john ferrier, stay with us for more on the industry event around the middle cookies. Mhm Yeah, yeah, thank you. Mhm. Welcome back to the Qantas industry summit on the demise of third party cookies, the cookie conundrum, a recipe for success. I'm john furrier host of the cube, the changing landscape of advertising is here and shit Gupta, founder of you of digital is joining us chief. Thanks for coming on this segment. Really appreciate, I know you're busy, you've got two young kids as well as providing education to the digital industry, you got some kids to take care of and train them to. So welcome to the cube conversation here as part of the program. >>Yeah, thanks for having me excited to be here. >>So the office of the changing landscape of advertising really centers around the open to walled garden mindset of the web and the big power players. We know the big 34 tech players dominate the marketplace so clearly in a major inflection point and we've seen this movie before Web mobile revolution which was basically a reply platform NG of capabilities. But now we're in an error of re factoring the industry, not re platt forming a complete changing over of the value proposition. So a lot at stake here as this open web, open internet, global internet evolves. What are your, what's your take on this, this industry proposals out there that are talking to this specific cookie issue? What does it mean? And what proposals are out there? >>Yeah, so, you know, I I really view the identity proposals and kind of to to kind of groups, two separate groups. So on one side you have what the walled gardens are doing and really that's being led by google. Right, so google um you know, introduce something called the privacy sandbox when they announced that they would be deprecating third party cookies uh as part of the privacy sandbox, they've had a number of proposals unfortunately, or you know, however you want to say they're all bird themed for some reason, I don't know why. Um but the one, the bird theme proposal that they've chosen to move forward with is called flock, which stands for Federated learning of cohorts. And essentially what it all boils down to is google is moving forward with cohort level learning and understanding of users in the future after third party cookies, unlike what we've been accustomed to in this space, which is a user level understanding of people and what they're doing online for targeting tracking purposes. And so that's on one side of the equation, it's what google is doing with flock and privacy sandbox now on the other side is, you know, things like unified I. D. Two point or the work that I. D five is doing around building new identity frameworks for the entire space that actually can still get down to the user level. Right? And so again, unified I. D. Two point oh comes to mind because it's the one that's probably got the most adoption in the space. It's an open source framework. So the idea is that it's free and pretty much publicly available to anybody that wants to use it and unified, I need to point out again is user level. So it's it's basically taking data that's authenticated data from users across various websites you know that are logging in and taking those authenticated users to create some kind of identity map. And so if you think about those two work streams right, you've got the walled gardens and or you know, google with flock on one side and then you've got unified I. D. Two point oh and other I. D. Frameworks for the open internet. On the other side, you've got these two very differing type of approaches to identity in the future. Again on the google side it's cohort level, it's going to be built into chrome. Um The idea is that you can pretty much do a lot of the things that we do with advertising today, but now you're just doing it at a group level so that you're protecting privacy, whereas on the other side of the open internet you're still getting down to the user level. Um And that's pretty powerful. But the the issue there is scale, right? We know that a lot of people are not logged in on lots of websites. I think the stat that I saw is under five of all website traffic is authenticated. So really if you if you simplify things you boil it all down, you have kind of these two very differing approaches. >>I guess the question it really comes down to what alternatives are out there for cookies and which ones do you think will be more successful? Because I think, you know, the consensus is at least from my reporting, in my view, is that the world agrees. Let's make it open, Which one is going to be better. >>Yeah, that's a great question, john So as I mentioned, right, we have we have to kind of work streams here, we've got the walled garden work streams, work stream being led by google and their work around flock, and then we've got the open internet, right? Let's say unified I. D to kind of represents that. I personally don't believe that there is a right answer or an endgame here. I don't think that one of them wins over the other, frankly, I think that, you know, first of all, you have those two frameworks, neither of them are perfect, they're both flawed in their own ways. There are pros and cons to both of them. And so what we're starting to see now is you have other companies kind of coming in and building on top of both of them as kind of a hybrid solution. Right? So they're saying, hey, we use, you know, an open I. D. Framework in this way to get down to the user level and use that authenticated data and that's important. But we don't have all the scale. So now we go to google and we go to flock to kind of fill the scale. Oh and hey, by the way, we have some of our own special sauce, right? We have some of our own data, we have some of our own partnerships, we're gonna bring that in and layer it on top. Right? And so really where I think things are headed is the right answer, frankly, is not one or the other. It's a little mishmash of both. With a little extra something on top. I think that's that's what we're starting to see out of a lot of companies in the space. And I think that's frankly where we're headed. >>What do you think the industry will evolve to, in your opinion? Because I think this is gonna, you can't ignore the big guys on this because these programmatic you mentioned also the data is there. But what do you think the market will evolve to with this, with this conundrum? >>So, so I think john where we're headed? You know, I think we're right now we're having this existential existential crisis, right? About identity in this industry, because our world is being turned upside down, all the mechanisms that we've used for years and years are being thrown out the window and we're being told they were gonna have new mechanisms, Right? So cookies are going away device ids are going away and now we got to come up with new things and so the world is being turned upside down and everything that you read about in the trades and you know, we're here talking about it, right? Like everyone's always talking about identity right now, where do I think this is going if I was to look into my crystal ball, you know, this is how I would kind of play this out. If you think about identity today. Right? Forget about all the changes. Just think about it now and maybe a few years before today, Identity for marketers in my opinion has been a little bit of a checkbox activity. Right? It's been hey, um, okay, uh, you know ad tech company or a media company, do you have an identity solution? Okay. Tell me a little bit more about it. Okay, Sounds good. That sounds good. Now can we move on and talk about my business and how are you going to drive meaningful outcomes or whatever for my business? And I believe the reason that is, is because identity is a little abstract, right? It's not something that you can actually get meaningful validation against. It's just something that, you know. Yes, You have it. Okay, great. Let's move on, type of thing. Right. And so that, that's, that's kind of where we've been now, all of a sudden The cookies are going away, the device ids are going away. And so the world is turning upside down in this crisis of how are we going to keep doing what we were doing for the last 10 years in the future. So everyone's talking about it and we're trying to re engineer right? The mechanisms now if I was to look into the crystal ball right 2 3 years from now where I think we're headed is not much is going to change. And what I mean by that john is um uh I think that marketers will still go to companies and say do you have an ID solution? Okay tell me more about it. Okay uh Let me understand a little bit better. Okay you do it this way. Sounds good. Now the ways in which companies are going to do it will be different right now. It's flock and unified I. D. And this and that right. The ways the mechanisms will be a little bit different but the end state right? Like the actual way in which we operate as an industry and kind of like the view of the landscape in my opinion will be very simple or very similar, right? Because marketers will still view it as a tell me you have an ID solution. Make me feel good about it. Help me check the box and let's move on and talk about my business and how you're going to solve for my needs. So I think that's where we're going. That is not by any means to discount this existential moment that we're in. This is a really important moment where we do have to talk about and figure out what we're going to do in the future. My just my viewpoint is that the future will actually not look all that different than the present. >>And I'll say the user base is the audience. Their their data behind it helps create new experiences, machine learning and Ai are going to create those and we have the data you have the sharing it or using it as we're finding shit Gupta great insight dropping some nice gems here. Founder of you of Digital and also the Adjunct professor of Programmatic advertising at Levi School of Business and santa Clara University professor. Thank you for coming dropping the gems here and insight. Thank you. >>Thanks a lot for having me john really appreciate >>it. Thanks for watching. The cooking 100 is the cube host Jon ferrier me. Thanks for watching. Mhm. Yeah. Mhm. Hello welcome back to the cookie conundrum recipe for success and industry conference and summit from Guanacaste on the demise of third party cookies. Got a great industry panel here to break it down chris Gunther Senior Vice president Global Head of programmatic at news corp chris thanks for coming on Zal in Managing Director Solutions at Z axis and Summer Simpson. Vice president Product at quan cast stellar panel. Looking forward to this conversation. Uh thanks for coming on and chatting about the cookie conundrum. Thank you for having us. So chris we'll start with you at news corp obviously a major publisher deprecation of third party cookies affects everyone. You guys have a ton of traffic, ton of audience across multiple formats. Um, tell us about the impact to you guys and the reliance he has had on them. And what are you gonna do to prepare for this next level change? >>Sure. I mean, I think like everyone in this industry there's uh a significant reliance and I think it's something that a lot of talk about audience targeting but obviously that reliance on third party cookies pervasive across the whole at tech ecosystem Martek stack. And so you know, we have to think about how that impact vendor vendors, we work with what it means in terms of use cases across marketing, across advertising, across site experience. So, you know, without a doubt, it it's it's significant, but you know, we look at it as listen, it's disruptive, uh, disruption and change is always a little scary. Um, but overall it's a, it's a long overdue reset. I mean, I think that, you know, our perspective is that the cookies, as we all know was it was a crutch, right sort of a technology being used in way it shouldn't. Um, and so as we look at what's going to happen presumably after Jan 2022 then it's, it's a good way to kind of fix on some bad practices practices that lead to data leakage, um, practice or devalue for our perspective, some of the, you know, we offered as as publishers and I think that this is a key thing is that we're not just looking to as we look at the post gender world, not just kind of recreating the prior world because the prior world was flawed or I guess you could say the current world since it hasn't changed yet. But the current world is flawed. Let's not just not, you know, let's not just replicate that. Let's make sure that, you know, third party cookie goes away. Other work around like fingerprinting and things like that. You know, also go away so philosophically, that's where our heads at. And so as we look at how we are preparing, you know, you look at what are the core building blocks of preparing for this world. Obviously one of the key ones is privacy compliance. Like how do we treat our users with consent? Yeah, obviously. Are we um aligned with the regulatory environments? Yeah. In some ways we're not looking just a Jan 2022, but Jan 23 where there's gonna be the majority of our audiences we covered by regulation. And so I think from regulation up to data gathering to data activation, all built around an internal identifier that we've developed that allows us to have a consistent look at our users whether they're logged in or obviously anonymous. So it's really looking across all those components across all our sites and in all in a privacy compliant way. So a lot of work to be done, a lot of work in progress. But we're >>excited about what's going on. I like how you framed at Old world or next gen kind of the current situation kind of flawed. And as you think about programmatic, the concept is mind blowing and what needs to be done. So we'll come back to that because I think that original content view is certainly relevant, a huge investment and you've got great content and audience consuming it from a major media standpoint. Get your perspective on the impact because you've got clients who want to get their their message out in front of the audience at the right time, at the right place and the right context. Right, So your privacy, you got consent, all these things kind of boiling up. How do you help clients prepare? Because now they can go direct to the consumer. Everyone, everyone has a megaphone, now, everyone's, everyone's here, everyone's connected. So how are you impacted by this new notion? >>You know, if if the cookie list future was a tic tac, dance will be dancing right now, and at least into the next year, um this has been top of mind for us and our clients for quite some time, but I think as each day passes, the picture becomes clearer and more in focus. Uh the end of the third party cookie does not mean the end of programmatic. Um so clients work with us in transforming their investments into real business outcomes based on our expertise and based on our tech. So we continue to be in a great position to lead to educate, to partner and to grow with them. Um, along this uh cookie list future, the impact will be all encompassing in changing the ways we do things now and also accelerating the things that we've already been building on. So we take it from the top planning will have a huge impact because it's gonna start becoming more strategic around real business outcomes. Uh where Omni channel, So clients want to drive outcomes, drew multiple touch points of a consumer's journey, whether it has programmatic, whether it has uh cookie free environment, like connected tv, digital home audio, gaming and so forth. So we're going to see more of these strategic holistic plans. Creative will have a lot of impact. It will start becoming more important with creative testing. Creative insights. You know, creative in itself is cookie list. So there will be more focused on how to drive uh brand dialogue to connect to consumers with less targeting. With less cookies, with the cohesiveness of holistic planning. Creative can align through multiple channels and lastly, the role of a. I will become increasingly important. You know, we've always looked to build our tech our products to complement new and existing technology as well as the client's own data and text back to deliver these outcomes for them. And ai in its core it's just taking input data uh and having an output of your desired outcome. So input data could be dSP data beyond cookies such as browser such as location, such as contextual or publisher taking clients first party data, first party crm data like store visitation, sales, site activity. Um and using that to optimize in real time regardless of what vendor or what channel we're on. Um So as we're learning more about this cookie list dance, we're helping our clients on the steps of it and also introducing our own moves. >>That's awesome. Data is going to be a key value proposition, connecting in with content real time. Great stuff. Somewhere with your background in journalism and you're the tech VP of product at quan cast. You have the keys to the kingdom over there. It's interesting Journalism is about truth and good content original content. But now you have a data challenge problem opportunity on both sides, brands and publishers coming together. It's a data problem in a way it's a it's a tech stack, not so much just getting the right as to show up at the right place the right time. It's really bigger than that now. What's your take on this? >>Um you know, >>so first >>I think that consumers already sort of like except that there is a reasonable value exchange for their data in order to access free content. Right? And that's that's a critical piece for us to all kind of like understand over the past. Hi guys, probably two years since even even before the G. D. P. R. We've been doing a ton of discovery with customers, both publishers and marketers. Um and so you know, we've kind of known this, this cookie going away thing has been coming. Um And you know, Google's announcement just kind of confirmed it and it's been, it's been really, really interesting since Google's announcement, how the conversations have changed with with our customers and other folks that we talked to. And I've almost gone from being like a product manager to a therapist because there's such an emotional response. Um you know, from the marketing perspective, there's real fear there. There's like, oh my God, how you know, it's not just about, you know, delivering ads, it's about how do I control frequency? How do I, how do I measure, you know, success? Because the technology has has grown so much over the years to really give marketers the ability to deliver personalized advertising, good content, right. The consumers um and be able to monitor it and control it so that it's not too too intrusive on the publisher perspective side, we see slightly different response. It's more of a yes, right. You know, we're taking back control and we're going to stop the data leakage, we're going to get the value back for our inventory. Um and that both things are a good thing, but if it's, if it's not managed, it's going to be like ships passing in the night, right? In terms of um of, you know, they're there, them coming together, right, and that's the critical pieces that they have to come together. They have to get closer, you got to cut out a lot of that loom escape in the middle so that they can talk to each other and understand what's the value exchange happening between marketers and publishers and how do we do that without cookies? >>It's a fascinating, I love love your insight there. I think it's so relevant and it's got broader implications because, you know, if you look at how data's impact, some of these big structural changes and re factoring of industries, look at cyber security, you know, no one wants to share their data, but now if they share they get more insight, more machine learning, benefit more ai benefit. So now we have the sharing notion, but that goes against counter the big guys that want to wall garden, they want to hoard all the data and and control that to provide their own personalization. So you have this confluence of, hey, I want to hoard the data and then now I want to share the data. So so christmas summer you're in the, in the wheelhouse, you got original content and there's other providers out there. So is there the sharing model coming with privacy and these kinds of services? Is the open, come back again? How do you guys see this uh confluence of open versus walled gardens, because you need the data to make machine learning good. >>So I'll start uh start off, I mean, listen, I think you have to give credit to the walled gardens have created, I think as we look as publishers, what are we offering to our clients, what are we offering to the buy side? We need to be compelling. We shouldn't just be uh yeah, actually as journalists, I think that there is a case of the importance of funding journalism. Um but ultimately we need to make sure we're meeting the KPI is and the business needs of the buy side. And I think around that it is the sort of three core pillars that its ease of access, its scope of of activation and targeting and finally measurable results. So as I think is us as an individual publishers, so we have, we have multiple publications. So we do have scale. But then in partnership with other publishers perhaps to organizations like pre bid, you know, I think we can, you know, we're trying to address that and I think we can offer something that's compelling um, and transparent in terms of what these results are. But obviously, you know, I want to make sure it's clear transparent terms of results, but obviously where there's privacy in terms of the data and I think the form, you know, I think we've all heard a lot like data clean rooms, a lot of them out there flogging those wears. I think there's something valuable but you know, I think it's the right who is sort of the right partner or partners um and ultimately who allows us to get as close as possible to the buy side. And so that we can share that data for targeting, share it for perhaps for measurement, but obviously all in a privacy compliant >>way summer, what's your take on this? Because you talk about the future of the open internet democratization, the network effect that we're seeing in Vire al Itty and across multiple on the on the channels. Is that pointed out what's happening? That's the distribution now. So um that's almost an open garden model. So it's like um yeah, >>yeah, it's it's um you know, back in the day, you know, um knight ridder who was who was the first group that I that I worked for, um you know, each of those individual properties, um we're not hugely valuable on their own from a digital perspective, but together as a unit, they became valuable, right, and got scale for advertisers. Now we're in a place where, you know, I kind of think that each of those big networks are going to have to come together and work together to compare in size to the, to the world gardens. Um, and yeah, this is something that we've talked about before and an open garden. Um, I think that's the, that's the definitely the right route to take. And I and I agree with chris it's, it's about publishers getting as close to the market. Is it possible working with the tech companies that enable them to do that and doing so in a very privacy centric >>way. So how do we bring the brands and agencies together to get ready for third party cookies? Because there is a therapist moment here of it's gonna be okay. The parachute will open. The future is not gonna be as as grim. Um, it's a real opportunity. But if managed properly, what's your take on this is just more first party data strategy and what's your assessment of this? >>So we collaborated right now with ball grants on how did this still very complex cookie list future. Um, you know what's going to happen in the future? 2, 6 steps that we can take right now and market should take. Um, The first step is to gather intel on what's working on your current campaign, analyzing the data sets across cookie free environment. So you can translate those tactics eventually when the cookies do go away. So we have to look at things like temperature or time analysis. We could look at log level data. We could look at site analytics data. We can look at brand measurement tools and how creative really impacts the campaign success. The second thing we can look at is geo targeting strategies. The geo target strategy has been uh underrated because the granularity and geo data could go down all the way to the local level, even beyond zip code. So for example the census black data and this is especially important for CPG brands. So we're working closely with the client teams to understand not only the online data but the offline data and how we can utilize that in the future. Uh We want to optimize investments around uh markets that are working so strong markets and then test and underperforming markets. The third thing we can look at is contextual. So contextual by itself is cookie free. Uh We could build on small scale usage to test and learn various keywords and content categories based sets. Working closely with partners to find ways to leverage their data to mimic audiences that you are trying to target right now with cookies. Um the 4th 1 is publisher data or publisher targeting. So working with your publishers that you have strong relationships with who can curate similar audiences using their own first party data and conducting RFs to understand the scale and reach against your audience and their future role maps. So work with your top publishers based on historical data to try to recreate your best strategies. The 15 and I think this is very important is first party data, you know, that's going to matter more than ever. In the calculus future brands will need to think about how to access and developed the first party data starting with the consumers seeing a value in exchange for the information. It's a gold mine and understanding of consumer, their intent, the journey um and you need a really great data science team to extract insights out of that data, which will be crucial. So partner with strategic onboarding vendors and vet their ability to accept first party data into a cleaner environment for targeting for modeling for insight. And lastly, the six thing that we can do is begin to inform prospect prospecting by dedicating test budget to start gaining learnings about cookie list 11 place that we can start and it is under invested right now is Safari and Firefox. They have been calculus for quite some time so you can start here and begin testing here. Uh work with your data scientist team to understand the right mix is to to target and start exploring other channels outside of um just programmatic cookies like CTV digital, out of home radio gaming and so forth. So those are the six steps that we're taking right now with our clients to uh prepare and plan for the cookie list future. >>So chris let's go back to you. What's the solution here? Is there one, is there multiple solutions? What's the future look like for a cookie was future? >>Uh I think the one certain answers, they're definitely not just one solution. Um as we all know right now there there seems to be endless solutions, a lot of ideas out there, proposals with the W three C uh work happening within other industry bodies uh you know private companies solutions being offered and you know, it's a little bit of it's enough to make everyone's head spin and to try to track it to understand and understand the impact. And as a publisher were obviously a lot of people are knocking on our door. Uh they're saying, hey our solution is one that is going to bring in lots of money, you know, the all the buy side is going to use it. This is the one like I ma call to spend um, and so expect here and so far is that none of these solutions are I think everyone is still testing and learning no one on the buy side from our, from our knowledge is really committed to one or a few. It's all about a testing stage. I think that, you know, putting aside all that noise, I think what matters the most to us as publisher is actually something summer mentioned before. It's about control. You know, if we're going to work with a again, outside of our sort of, you know, internal identifier work that we're doing is we're going to work with an outside party or outside approach doesn't give us control as a publisher to ensure that it is, we control the data from our users. There isn't that data leakage, it's probably compliant. What information gets shared out there. What is it, what's released within within the bid stream? Uh If it is something that's attached to a somewhat declared user registered user that if that then is not somehow amplified or leverage off on another site in a way that is leveraging bit stream data or fingerprinting and going against. I think that the spirit of what we're trying to do in a post third party cookie world so that those controls are critical and I think they have those controls, his publisher, we have collectively be disciplined in what solutions that we we test out and what we eventually adopt. But even when the adoption point arrives, uh definitely it will not be one. There will be multiple because it's just too many use cases to address >>great, great insight there from, from you guys, news corp summer. Let's get back to you. I want to get your thoughts. You've been in many waves of innovation ups and downs were on a new one. Now we talked about the open internet democratization. Journalism is under a lot of pressure now, but there's now a wave of quality people really leaning in towards fighting misinformation, understanding truth and community and date is at the heart of it. What do you see as the new future for journalists, reward journalism is our ways their path forward. >>So there's uh, there's what I hope is going to happen. Um, and then I'm just gonna ignore what could write. Um, you know, there's there's a trend in market right now, a number of fronts, right? So there are marketers who are leaning into wanting to spend their marketing dollars with quality journalists, focusing on bipac owned and operated, really leaning into into supporting those businesses that have been uh, those publishers that have been ignored for years. I really hope that this trend continues. Um We are leaning into into helping um, marketers curate that supply right? And really, uh, you know, speak with their dollars about the things that that they support. Um, and uh, and and value right in market. So I'm hoping that that trend continues and it's not just sort of like a marketing blip. Um, but we will do everything possible to kind of like encourage that behavior and and give people the information they need to find, you know, truly high quality journalism. >>That's awesome chris Summer. Thanks for coming on and sharing your insight on this panel on the cookie list future. Before we go, just quick summary each of you. If you don't mind just giving a quick sound bite or bumper sticker of what we can expect. If you had to throw a prediction For what's going to happen in the next 24 months Chris We'll start with you. >>Uh it's gonna be quite a ride. I think that's an understatement. Um I think that there, I wouldn't be surprised if if google delays the change to the chrome by a couple of months and and may give the industry some much needed time, but no one knows. I guess. I guess I'm not except for someone somewhere deep within chrome. So I think we all have to operate in a way that changes to happen, changes to happen quickly and it's gonna cover across all facets of the industry, all facets of from advertising, marketing. So just be >>prepared. >>Yeah, along the same lines, be prepared, nobody knows what's going to happen in the future. Uh You know, while dancing in this together. Uh I think um for us it's um planning and preparing and also building on what we've already been working on. Um So omni channel ai um creative and I think clients will uh lean more into those different channels, >>awesome. So we'll pick us home, last word. >>I think we're in the throwing spaghetti against the wall stage. Right, so this is a time of discovery of leaning in trying everything out, Learning and iterating as fast as we possibly >>can. Awesome. And I love the cat in the background over your shoulder. Can't stop staring at your wonderful cat. Thanks for coming on chris, Thanks for coming on. This awesome panel industry breakdown of the cookie conundrum. The recipe for success data ai open. Uh The future is here, it's coming, it's coming fast. I'm john fryer with the cube. Thanks for watching. Mhm. Yeah. Mhm. Mhm. Welcome back to the Quant Cast industry summit on the demise of third party cookies. The cookie conundrum, a recipe for success. We're here peter day. The cto of quad cast and crew T cop car, head of product marketing quad cast. Thanks for coming on talking about the changing advertising landscape. >>Thanks for having us. Thank you for having >>us. So we've been hearing this story out to the big players. Want to keep the data, make that centralized control, all the leverage and then you've got the other end. You got the open internet that still wants to be free and valuable for everyone. Uh what's what are you guys doing to solve this problem? Because cookies go away? What's going to happen there? How do people track things you guys are in this business first question? What is quan cast strategies to adapt to third party cookies going away? What's gonna be, what's gonna be the answer? >>Yeah. So uh very rightly said, john the mission, the Qantas mission is the champion of free and open internet. Uh And with that in mind, our approach to this world without third party cookies is really grounded in three fundamental things. Uh First as industry standards, we think it's really important to participate and to work with organizations who are defining the standards that will guide the future of advertising. So with that in mind, we've been participating >>with I. A. B. >>Tech lab, we've been part of their project Triarc. Uh same thing with pre bid, who's kind of trying to figure out the pipes of identity. Di di di di di pipes of uh of the future. Um And then also is W three C, which is the World Wide Web Consortium. Um And our engineers and our engineering team are participating in their weekly meetings trying to figure out what's happening with the browsers and keeping up with the progress they're on things such as google's block. Um The second uh sort of thing is interoperability, as you've mentioned, there are lots of different uh I. D. Solutions that are emerging. You have you I. D. Two point oh, you have live RAM, you have google's flock. Uh And there will be more, there are more and they will continue to be more. Uh We really think it is important to build a platform that can ingest all of these signals. And so that's what we've done. Uh The reason really is to meet our customers where they are at today. Our customers use multiple different data management platforms, the mps. Um and that's why we support multiple of those. Um This is not going to be much different than that. We have to meet our customers where we are, where they are at. And then finally, of course, which is at the very heart of who contrast is innovation. Uh As you can imagine being able to take all of these multiple signals in including the I. D. S. And the cohorts, but also others like contextual first party um consent is becoming more and more important. Um And then there are many other signals, like time, language geo location. So all of these signals can help us understand user behavior intent and interests um in absence of 3rd party cookies. However, uh there's there's something to note about this. They're very raw, their complex, they're messy all of these different signals. Um They are changing all the time, they're real time. Um And there's incomplete information isolation. Just one of these signals cannot help you build a true and complete picture. So what you really need is a technology like AI and machine learning to really bring all of these signals together, combine them statistically and get an understanding of user behavior intent and interests and then act on it, be it in terms of providing audience insights um or responding to bid requests and and so on and so forth. So those are sort of the three um fundamentals that our approach is grounded in which is industry standards, interoperability and and innovation. Uh and you know, you have peter here, who is who is the expert So you can dive much deeper into >>it. Is T. T. O. You've got to tell us how is this going to actually work? What are you guys doing from a technology standpoint to help with data driven advertising in a third party cookie list world? >>Well, we've been um This is not a shock, you know, I think anyone who's been close to his space has known that the 3rd Party Cookie has been um uh reducing inequality in terms of its pervasiveness and its longevity for many years now. And the kind of death knell is really google chrome making a, making the changes that they're gonna be making. So we've been investing in the space for many years. Um and we've had to make a number of hugely diverse investment. So one of them is in how as a marketer, how do I tell if my marketing still working in the world without >>computers? The >>majority of marketers completely reliant on third party cookies today to tell them if they're if they're marketing is working or not. And so we've had to invest heavily and statistical techniques which are closer to kind of economic trick models that markets are used to things like out of home advertising, It's going to establishing whether they're advertising is working or not in a digital environment actually, >>just as >>often, you know, as is often the case in these kind of times of massive disruption, there's always opportunity to make things better. And we really think that's true. And you know, digital measurement has often mistaken precision for accuracy. And there's a real opportunity to kind of see the wood for the trees if you like. And start to come with better methods of measuring the affections of advertising without third party cookies. And in fact to make countless other investments in areas like contextual modeling and and targeting that third party cookies and and uh, connecting directly to publishers rather than going through this kind of bloom escape that's gonna tied together third party cookies. So if I was to enumerate all the investments we've made, I think we'll be here till midnight but we have to make a number of vestments over a number of years and that level investments only increasing at the moment. >>Peter on that contextual. Can you just double click on that and tell us more? >>Yeah, I mean contextual is unfortunately these things, this is really poorly defined. It can mean everything from a publisher saying, hey, trust us, this dissipated about CVS to what's possible now and has only really been possible the last couple of years, which is to build >>statistical >>models of the entire internet based on the content that people are actually consumed. And this type of technology requires massive data processing capabilities. It's able to take advantage of the latest innovations in there is like natural language processing and really gives um computers are kind of much deeper and richer understanding of the internet, which ultimately makes it possible to kind of organize, organized the Internet in terms of the types of content of pages. So this type of technology has only been possible the last two years and we've been using contextual signals since our inception, it's always been massively predictive in terms of audience behaviours, in terms of where advertising is likely to work. And so we've been very fortunate to keep the investment going um and take advantage of many of these innovations that have happened in academia and in kind of uh in adjacent areas >>on the ai machine learning aspect, that seems to be a great differentiator in this day and age for getting the most out of the data. How is machine learning and ai factoring into your platform? >>I think it's, it's how we've always operated right from our interception when we started as a measurement company, the way that we were giving our customers at the time, we were just publishers, just the publisher side of our business insights into who their audience was, were, was using machine learning techniques. And that's never really changed. The foundation of our platform has always been, has always been machine learning from from before. It was cool. A lot of our kind of, a lot of our core teams have backgrounds in machine learning phds in statistics and machine learning and and that really drives our our decision making. I mean, data is only useful if you can make sense of it and if you can organize it and if you can take action on it and to do that at this kind of scout scale, it's absolutely necessary to use machine learning technology. >>So you mentioned contextual also, you know, in advertising, everyone knows in that world that you've got the contextual behavioural dynamics, the behavior that's kind of generally everyone's believing is happening. The consensus is undeniable is that people are wanting to expect an environment where there's trust, there's truth, but also they want to be locked in. They don't wanna get walled into a walled garden, nobody wants to be in the world, are they want to be free to pop around and visit sites is more horizontal scalability than ever before. Yet, the bigger players are becoming walled garden, vertical platforms. So with future of ai the experience is going to come from this data. So the behavior is out there. How do you get that contextual relevance and provide the horizontal scale that users expect? >>Yeah, I think it's I think it's a really good point and we're definitely this kind of tipping point. We think, in the broader industry, I think, you know, every published right, we're really blessed to work with the biggest publishers in the world, all the way through to my mom's vlog, right? So we get to hear the perspectives of publishers at every scale. I think they consistently tell us the same thing, which is they want to more directly connected consumers, they don't wanna be tied into these walled gardens, which dictate how they must present their content and in some cases what content they're allowed to >>present. >>Um and so our job as a company is to really provide level >>the playing field a little bit, >>provide them the same capabilities they're only used to in the walled gardens, but let's give them more choice in terms of how they structure their content, how they organize their content, how they organize their audiences, but make sure that they can fund that effectively by making their audiences in their environments discoverable by marketers measurable by marketers and connect them as directly as possible to make that kind of ad funded economic model as effective in the open Internet as it is in social. And so a lot of the investments we've made over recent years have been really to kind of realize that vision, which is, it should be as easy for a marketer to be able to understand people on the open internet as it is in social media. It should be as effective for them to reach people in the environment is really high quality content as it is on facebook. And so we invest a lot of a lot of our R and D dollars in making that true. We're now live with the Comcast platform, which does exactly that. And as third party cookies go away, it only um only kind of exaggerated or kind of further emphasizes the need for direct connections between brands and publishers. And so we just wanna build the technology that helps make that true and gives the kind of technology to these marketers and publishers to connect and to deliver great experiences without relying on these kind of walled >>gardens. Yeah, the Director Director, Consumer Director audience is a new trend. You're seeing it everywhere. How do you guys support this new kind of signaling from for for that's happening in this new world? How do you ingest the content and just this consent uh signaling? >>Uh we were really fortunate to have an amazing, amazing R and D. Team and, you know, we've had to do all sorts to make this, you need to realize our vision. This has meant things like, you know, we have crawlers which scan the entire internet at this point, extract the content of the pages and kind of make sense of it and organize it uh, and organize it for publishers so they can understand how their audiences overlap with potential competitors or collaborators. But more importantly, organize it for marketers. So you can understand what kind of high impact opportunities are there for them there. So, you know, we've had to we've had to build a lot of technology. We've had to build analytics engines, which can get answers back in seconds so that marketers and publishers can kind of interact with their own data and make sense of it and present it in a way that's compelling and help them drive their strategy as well as their execution. We've had to invest in areas like consent management because we believe that a free and open internet is absolutely reliant on trust and therefore we spend a lot of our time thinking about how do we make it easy for end users to understand who has access to their data and easy for end users to be able to opt out. And uh and as a result of that, we've now got the world's most widely adopted adopted consent management platform. So it's hard to tackle one of these problems without tackling all of them. Were fortunate enough to have had a large enough R and D budget over the last four or five years, make a number investments, everything from consent and identity through context, your signals through the measurement technologies, which really bring advertisers >>and Publishers places together great insight. Last word for you is what's the what's the customer view here as you bring these new capabilities of the platform, uh what's what are you guys seeing as the highlight uh from a platform perspective? >>So the initial response that we've seen from our customers has been very encouraging, both on the publisher side as well as the marketer side. Um I think, you know, one of the things we hear quite a lot is uh you guys are at least putting forth a solution, an actual solution for us to test Peter mentioned measurement, that really is where we started because you cannot optimize what you cannot measure. Um so that that is where his team has started and we have some measurement very, very uh initial capabilities still in alpha, but they are available in the platform for marketers to test out today. Um so the initial response has been very encouraging. People want to engage with us um of course our, you know, our fundamental value proposition, which is that the Qantas platform was never built to be reliant on on third party data. These stale segments like we operate, we've always operated on real time live data. Um The second thing is, is our premium publisher relationships. We have had the privilege of working like Peter said with some of the um biggest publishers, but we also have a very wide footprint. We have first party tags across um over 100 million plus web and mobile destinations. Um and you know, as you must have heard like that sort of first party footprint is going to come in really handy in a world without third party cookies, we are encouraging all of our customers, publishers and marketers to grow their first party data. Um and so that that's something that's a strong point that customers love about us and and lean into it quite a bit. Um So yeah, the initial response has been great. Of course it doesn't hurt that we've made all these are in the investments. We can talk about consent. Um, and you know, I often say that consent, it sounds simple, but it isn't, there's a lot of technology involved, but there's lots of uh legal work involved as it as well. We have a very strong legal team who has expertise built in. So yeah, very good response. Initially >>democratization. Everyone's a publisher. Everyone's a media company. They have to think about being a platform. You guys provide that. So I congratulate Peter. Thanks for dropping the gems there. Shruti, thanks for sharing the product highlights. Thanks for, for your time. Thank you. Okay, this is the quan cast industry summit on the demise of third party cookies. And what's next? The cookie conundrum. The recipe for success with Kwan Cast. I'm john free with the cube. Thanks for watching. Mm
SUMMARY :
Great to chat with you today. And of course that's grown to where we are today, where five billion people around the world are able to engage in all sorts So the problem is if more of the money goes to them, less of its going to independent content creators. being talked about on the heels of the google's news around, you know, getting rid of third party cookies that it really sort of focus the minds of the industry in terms of finding alternative ways to tailor content You know, some are saying that the free open internet was pretty much killed when, you know, the big comes like facebook of the delivery of advertising and so on. is the impact of this with the modernization of the solution? So you know, you will start to see more registration wars to access content so that you have garden is not the best thing happening right now in the world, but yet is there any other other choice? So it's a huge amount of money in terms of funding the open Internet, which sounds great except for its increasingly thing to having that data closed loop, if you will for for publishers. is the way in which content is funded. long time, then you know, your connections but audience is about traffic, in the future, people around the world have access to high quality, diverse content. The reason the walled gardens capture so much money the changing landscape of advertising is here and shit Gupta, founder of you of digital So the office of the changing landscape of advertising really centers around the open to Um but the one, the bird theme proposal that they've chosen to move forward with is called I guess the question it really comes down to what alternatives are out there for cookies and So they're saying, hey, we use, you know, an open I. Because I think this is gonna, you can't ignore the big guys And I believe the reason that is, have the data you have the sharing it or using it as we're finding shit Gupta great insight dropping So chris we'll start with you at news corp obviously a major publisher deprecation of third not just kind of recreating the prior world because the prior world was flawed or I guess you could say the current world since it hasn't So how are you impacted by this new notion? You know, if if the cookie list future was a tic tac, dance will be dancing right now, You have the keys to the kingdom over there. Um and so you know, we've kind of known this, this cookie going in the wheelhouse, you got original content and there's other providers out there. perhaps to organizations like pre bid, you know, I think we can, you know, we're trying to address that and the network effect that we're seeing in Vire al Itty and across multiple on the on the channels. you know, I kind of think that each of those big networks are going to So how do we bring the brands and agencies together to get ready for third party The 15 and I think this is very important is first party data, you know, that's going to matter more than So chris let's go back to you. saying, hey our solution is one that is going to bring in lots of money, you know, the all the buy side is going to use it. What do you see as the new future and give people the information they need to find, you know, truly high quality journalism. If you had to throw a prediction For what's going to happen in the next 24 months Chris So I think we all have to operate in a way that changes Yeah, along the same lines, be prepared, nobody knows what's going to happen in the future. So we'll pick us home, last word. I think we're in the throwing spaghetti against the wall stage. Thanks for coming on talking about the changing advertising landscape. Thank you for having make that centralized control, all the leverage and then you've got the other end. the Qantas mission is the champion of free and open internet. Uh and you know, you have peter here, who is who is the expert So you can dive much doing from a technology standpoint to help with data driven advertising in a third Well, we've been um This is not a shock, you know, I think anyone who's been close to his It's going to establishing whether they're advertising is working or not in a digital environment actually, And there's a real opportunity to kind of see the wood for the trees if you Can you just double click on that and tell us more? what's possible now and has only really been possible the last couple of years, which is to build models of the entire internet based on the content that people are actually consumed. on the ai machine learning aspect, that seems to be a great differentiator in this day you can make sense of it and if you can organize it and if you can take action on it and to do that So you mentioned contextual also, you know, in advertising, everyone knows in that world that you've got the contextual behavioural in the broader industry, I think, you know, every published right, we're really blessed to work And so a lot of the investments we've made over recent years have been really to How do you ingest the content and just this consent uh signaling? So you can understand what kind of high impact opportunities view here as you bring these new capabilities of the platform, uh what's what are you guys seeing as Um and you know, as you must have heard like that sort of Thanks for dropping the gems there.
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Cameron Art, IBM | IBM Think 2021
>>from >>around the globe. It's >>the cube >>with digital >>coverage of IBM >>Think 2021 >>brought to you by IBM. Welcome back to the cubes coverage of IBM Think 2021 virtual, I'm john for your host of the cube. We're here virtual again in real life soon is right around the corner but we got a great guest here, Cameron art managing director at A T and T for IBM. Cameron manages the A T and T global account for IBM camera. Great to see you. Thanks for coming on the cube. >>Thank you very much, john it's great to be >>Here. Uh, can almost imagine how complicated and big and large a TNT is with respect to IBM in the history and 18 very large company. What's the relationship with I B M and A T and T over the years? How has that evolved? And what, how do you approach that role as the managing director? >>Well, it's been fascinating. Um as you said, we've got to large complex companies but also to brand names that are synonymous for innovation, whether it be in in compute or technology or communications. But the most fascinating thing is if you look back at our relationship and this is two brands that have been around for well over 100 years. Our relationship actually has some fascinating backdrop to it. My favorite is in 1924, A T and T sent a picture of thomas Watson sr over a telephone wire to IBM and thomas Watson said they sent this over the telephone. We are united in a community of interest. They want to make it easier for businesses to transact as do I. We need to work together. And since then, there has been a number of advanced advances that both of us have driven collectively and individually. And it's been a it's been a long running and treasured relationship in the IBM company. >>It's such a storied relationship on both sides. I mean, the history is just amazing. They could do a whole History Channel segment on both 18 T N I B M. Uh but together, it's kind of the better together story, as you pointed out from that example, going back to sending a picture with the phone lines, like, oh my God, that's instagram on the internet um, happening. But how are they responding to the relationship now? I'll see with cloud, um Native exploding with the ability to get more access and you're seeing a lot more things evolved, more complexity is emerging. That needs to be abstracted away. You're seeing businesses saying, hey, I can do more with less, I can connect more more access. But then that also services more potential opportunities and challenges. How are you responding with a T and T? How are they responding to that dynamic with you guys? >>Yeah, I think it's fascinating because when I originally approached this relationship and I've been doing this for 12 months now, a little over 12 months and when I originally approach it as with anything else, many times, you're trying to enter something that is quite special and make it even better. And my approach at least initially with AT and T was very much one of, we're going to provide even better service. We're going to jointly grow together in the market and strengthen each of our businesses and we're gonna work for something broader than ourselves. And I'll get into a little more of the last point later. But those first two things from an A T T response perspective, and I think this is a common perspective among many clients is we'll see if your actions follow your words. And so it's been a process. We've gone through to understand that I'm a champion for A T and T inside of IBM and those interests that we share individually and collectively will be represented at the highest levels. And we will mature this relationship into one of not just kind of supply chain partners because we're very complementary to each other, but more ecosystem partners and my belief in my core. And you see this much with many of the business strategies that are out there. The ecosystem strategy, this sum is greater than the parts, it's not a zero sum game is something that's absolutely blooming in the market. >>Yeah, that ecosystem message is one of the things that's resonating and coming clearly out of IBM think 2021 this year and in the industry is seeing the success of network effects, ecosystem changes is the constant that's happening. Certainly the pandemic and now coming out of it, people want to have a growth strategy that's gonna be relevant, current and impactful. And you you pointed that out growth with each other is interesting. And you you shared some perspective on this just recently with an example of what is underway there where you heading with that? I mean talk more about this growth with each other because that really is an ecosystem dynamic. What is underway and where are you heading? >>It's a fascinating ecosystem dynamic and it's something that we've adopted wholeheartedly within AT and T in terms of not only how we work. So there are very basic examples examples like we, rather than answering our PS and responding to uh to requirements, we're co creating with our clients, we have multiple cloud garages going with a T and T. Where we identify outcomes that we believe could be possible and then we show and allow the client to experience the outcome of that rather than a power point slides. So there's this kind of base of how do you work with each other? But then much more broadly in the market, it didn't take long for us to realize that, you know, the addressable market, if if I were selling A T and T, everything I could ever sell them and at and T was selling IBM everything they could ever sell us. The addressable market is, let's say $10 billion. But the moment at which we pointed ourselves outside to the external market, we realize that that market opportunity expands by a factor of 20 or by a factor of 50, we have the opportunity to create unique value together. And I think that kind of comes from the core of how we work together. >>I'm also intrigued by your comments about working together for a greater purpose. You said you'd address that later. What do you mean by that? I mean that's a little bit very higher purpose. Um North Star and as you mentioned, you know, working together in the ecosystem that kind of seems tactical and strategic as well. But what's this greater purpose? What does that mean? >>Well, my belief and it's something I learned actually, as I got indoctrinated into the work that 18 T does the work that IBM does and how we do it. But we share many common purposes in terms of what we believe on the whole, in terms of progress in society. So for example, equality in the workplace. We hosted a women's day lunch and actually multiple women stays lunch days luncheons across the United States, where we had hundreds of female leaders from both IBM and AT and T. Collaborating together talking about how tips and tricks for how they continue to advance in the workplace. Another example is in equality and diversity and inclusion. Both A T and T and IBM have a strong commitment and if you'll see IBM just published, just published their diversity and inclusion study where we actually demonstrate here the numbers, here's our targets, here's where we want to get 18 T has exactly that same belief. Finally, in stem education for educating our future leaders in science and technology, engineering and math. Both 18 T and IBM for our future, need those skills showing up in the marketplace and Corey Anthony is just a quick spot for any of you would think cory cory Anthony who see it diversity and development Officer at AT and T is going to give a great presentation on A. T. N. T. S work in stem for younger generations. So there are many things that are, I would say societal on a broader purpose statement that we share a belief in together, >>that's awesome people and also people want to work on a team that's mission driven, has impact beyond just the profit and loss me, I love capitalism personally myself, I'm an entrepreneur but been there done that, but we're living in a cultural shift. Now we're starting to see a remote work. You're starting to see virtual teams, new use cases that have different expectations and experiences um, in the work place and also at home. So you know, with mobile that could be on the side of the soccer fields or you know, skiing or running or jogging and take a message to pull over to a chat, jump into an audio chat, listen to a podcast, engage. So we're all tethered now, this is exchanging the experiences and this is going to change the game for how you work together. >>100%. And by the way, we're all teller tethered hopefully through a T and T mobile connectivity devices, it was kind of amusing how much that has become a part of our lives and the core value, one of the core value propositions of AT and T is obviously connecting businesses to each other, but also consumers through their mobile brand, but also then to entertainment. I will say when I was in Augusta at the Masters, you know, people that have been there know that you're not allowed to have cell phones. It was amazing just in conversations how often whoever was I was having a conversation with and myself would say, well I'd like to look that up, hold on, can I get that statistic and and we we realized we're missing a big part of our of our lives in terms of communication. But those requirements of connecting people in new ways and in their homes were remotely actually only reinforce this shared value proposition of when you have the technology and you have it securely between our company IBM and A T and T. We play a massive part in that and it's something I'm quite proud of. >>You guys have a really interesting position there with the history of with the relationship and as you pointed out, A T and T has to be in the forefront of cutting edge user experience technology bringing. I mean, they are the edge. I mean they ultimately from base station down to the device to the person to the account you're talking about a real edge there, that's a person's consumer. Um They got to provide these new services. So I gotta ask you, you mentioned at the top of this interview that your goal is to provide even better service to a T and T. A pretty big pressure point for IBM. You know, you gotta deliver step up and their expectations must be high. Can you take us through perspectives on that kind of even better service when you've got a client that's on the cutting edge of having to deliver new kinds of things like better notifications. Smarter devices, Smarter software, more fault tolerant, highly available services. These are things that, you know, there's a lot of pressure take us through that what's it like? >>There is a lot of pressure, but there's a lot of consistency in terms of expectations and it's something that both of us understand very well and I would argue that it's probably the reason we work so well together, Both 18 T and IBM for years uh namely 50 hundreds of years have understood that if we're transacting for business, were transaction transacting on something that has to get done so on both sides of the equation. Not only do we push the edge of what can be done technically or for business, but we also understand the expectations of the business clients that are, it works every time and it works in every way I needed to. So for us, when we work together, I think that healthy balance of uh part musician, part engineer uh comes out very, very strongly in both teams, >>camera great insight and great to talk to you. I love to get the perspective on, you know, the kind of challenges and opportunities that you're um seizing at IBM with A T and T. Again, the history is amazing. Um the impact of the industry at both levels you mentioned Tom Watson senior than you got Junior. That in that generation just carries forward. You got that vibe back now with hybrid cloud. Arvin loves clouds. So, you know, you got a lot of things happening and it's really strong over at IBM and the theme this year generally is better together. So awesome, awesome work. Congratulations. >>Thank you very much. I will tell you, I don't want to I don't want to miss the opportunity to talk a bit about the future because from an A T and T and IBM perspective, we're doing a load of work around private five G or five G in general. This is something that provides an absolutely low latency, huge band with with a lot of actually characteristics from a business perspective that are manageable and it will enable. What I believe is another big wave in the technology and business industry, which is new business models very similar to that of the Internet. Originally, it allows with IBM technology and 18 T technology, they have something called multi access. Such compute these are absolutely blazing fast. Five G boxes that will be in not only businesses but universities, sports stadiums, you name that, you name it, changing the experience of how people consume technology or the benefits of technology, which I couldn't be more excited about >>awesome future ahead. Great. There's a big wave certainly away we've never seen before. Cameron, art managing Director at A T and T at IBM. Great insight. Thanks for sharing. Thanks for coming on. >>Thanks john >>Okay, Cube coverage of IBM think 2021. I'm John Ferrier. Thanks for watching. Mm. Mhm. Mhm.
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around the globe. brought to you by IBM. I B M and A T and T over the years? But the most fascinating thing is if you look back at our relationship and this is How are they responding to that dynamic with you guys? And I'll get into a little more of the last point later. Yeah, that ecosystem message is one of the things that's resonating and coming clearly out of IBM think 2021 to requirements, we're co creating with our clients, Um North Star and as you mentioned, you know, working together in the ecosystem that kind of seems tactical and strategic to advance in the workplace. this is exchanging the experiences and this is going to change the game for how you work together. And by the way, we're all teller tethered hopefully through a T the person to the account you're talking about a real edge there, that's a person's consumer. it's probably the reason we work so well together, I love to get the perspective on, you know, opportunity to talk a bit about the future because from an A T Thanks for coming on. Okay, Cube coverage of IBM think 2021.
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Talor Holloway, Advent One | IBM Think 2021
>>from around the globe. It's the >>cube with digital >>coverage of IBM >>Think 2021 brought to you >>by IBM. Welcome back everyone to the cube coverage of IBM Think 2021 virtual um john for your host of the cube. Our next guest taylor Holloway. Chief technology officer at advent one. Tyler welcome to the cube from down under in Australia and we're in Palo alto California. How are you? >>Well thanks john thanks very much. Glad to be glad to be on here. >>Love love the virtual cube of the virtual events. We can get to talk to people really quickly with click um great conversation here around hybrid cloud, multi cloud and all things software enterprise before we get started. I wanna take a minute to explain what you guys do at advent one. What's the main focus? >>Yeah. So look we have a lot of customers in different verticals. Um so you know generally what we provide depends on the particular industry the customers in. But generally speaking we see a lot of demand for operational efficiency, helping our clients tackle cyber security risks, adopt cloud and set them up to modernize the applications. >>And this is this has been a big wave coming in for sure with you know, cloud and scale. So I gotta ask you, what are the main challenges that you guys are solvent for your customers um and how are you helping them overcome come that way and transformative innovative way? >>Yeah, look, I think helping our clients um improve their security posture is a big one. We're finding as well that our customers are gaining a lot of operational efficiency by adopting sort of open source technology red huts an important partner of ours as his IBM um and we're seeing them sort of move away from some more proprietary solutions. Automation is a big focus for us as well. We've had some great outcomes with our clients or helping them automate um and you know, to live up um you know the stand up and data operations of environments a lot quickly a lot more easily and uh and to be able to sort of apply some standards across multiple sort of areas of their I. T. Estate. >>What are some of the solutions that you guys are doing with IBM's portfolio on the infrastructure side, you got red hat, you've got a lot of open source stuff to meet the needs of clients. What do you mean? What's the mean? >>Uh Yeah I think on the storage side will probably help our clients sort of tackle the expanding data in structured and particularly unstructured data they're trying to take control of so you know, looking at spectrum scale and those type of products from an audio perspective for unstructured data is a good example. And so they're flush systems for more block storage and more run of the mill sort of sort of environments. We have helped our clients consolidate and modernize on IBM power systems. Having Red Hat is both a Lynx operating system and having open shift as a container platform. Um really helps there. And Red Hat also provides management overlay, which has been great on what we do with IBM power systems. We've been working on a few different sort of use cases on power in particular. More recently, SAP Hana is a big one where we've had some success with our clients migrating Muhanna on to onto IBM power systems. And we've also helped our customers, you know, improve some um some environments on the other end of the side, such as IBM I, we still have a large number of customers with, with IBM I and and you know how do we help them? You know some of them are moving to cloud in one way or another others are consuming some kind of IRS and we can sort of wrap around a managed service to to help them through. >>So I gotta ask you the question, you know U C T. Oh you played a lot of technologies kubernetes just become this lingua franca for this kind of like I'll call a middleware kind of orchestration layer uh containers. Also you're awesome but I gotta ask you when you walk into a client's environment you have to name names but you know usually you see kind of two pictures man, they need some serious help or they got their act together. So either way they're both opportunities for Hybrid cloud. How do you how do you how do you evaluate the environment when you go in, when you walk into those two scenarios? What goes through your mind? What some of the conversations that you guys have with those clients. Can you take me through a kind of day in the life of both scenarios? The ones that are like I can't get the job done, I'm so close in on the right team and the other ones, like we're grooving, we're kicking butt. >>Yeah. So look, let's start well, I supposed to start off with you try and take somewhat of a technology agnostic view and just sort of sit down and listen to what they're trying to achieve, how they're going for customers who have got it. You know, as you say, all nailed down things are going really well. Um it's just really understanding what what can we do to help. Is there an opportunity for us to help at all like there? Um, you know, generally speaking, there's always going to be something and it may be, you know, we don't try and if someone is going really well, they might just want someone to help with a bespoke use case or something very specific where they need help. On the other end of the scale where a customer is sort of pretty early on and starting to struggle. We generally try and help them not boil the ocean at once. Just try and get some winds, pick some key use cases, you know, deliver some value back and then sort of growing from there rather than trying to go into a customer and trying to do everything at once tends to be a challenge. Just understand what the priorities are and help them get going. >>What's the impact been for red hat? Um, in your customer base, a lot of overlap. Some overlap, no overlap coming together. What's the general trend that you're seeing? What's the reaction been? >>Yeah I think it's been really good. Obviously IBM have a lot of focus on cloud packs where they're bringing their software on red hat open shift that will run on multiple clouds. So I think that's one that we'll see a lot more of overtime. Um Also helping customers automate their I. T. Operations with answerable is one we do quite a lot of um and there's some really bespoke use cases we've done with that as well as some standardized one. So helping with day two operations and all that sort of thing. But there's also some really sort of out there things customers have needed to automate that's been a challenge for them and being able to use open source tools to do it has worked really well. We've had some good wins there, >>you know, I want to ask you about the architecture and I'm just some simplify it real. Just for the sake of devops, um you know, segmentation, you got hybrid clouds, take a programmable infrastructure and then you've got modern applications that need to have a I some have said I've even sit on the cube and other broadcast that if you don't have a I you're gonna be at a handicap some machine learning, some data has to be in there. You can probably see ai and mostly everything as you go in and try to architect that out for customers um and help them get to a hybrid cloud infrastructure with real modern application front end with using data. What's what's the playbook? Do you have any best practices or examples you can share or scenarios or visions that you see uh playing >>out? I think you're the first one is obviously making sure customers data is in the right place. So if they might be wanting to use um some machine learning in one particular cloud provider and they've got a lot of their applications and data in another, you know, how do we help them make it mobile and able to move data from one cloud to another or back into court data center? So there's a lot of that. I think that we spend a lot of time with customers to try and get a right architecture and also how do we make sure it's secure from end to end. So if they're moving things from into multiple one or more public clouds as well as maybe in their own data center, making sure connectivity is all set up properly. All the security requirements are met. So I think we sort of look at it from a from a high level design point of view, we look at obviously what the target state is going to be versus the current state that really take into account security, performance, connectivity or those sort of things to make sure that they're going to have a good result. >>You know, one of the things you mentioned and this comes up a lot of my interviews with partners of IBM is they always comment about their credibility and all the other than the normal stuff. But one of the things that comes out a lot pretty much consistently is their experience in verticals. Uh they have such a track record in verticals and this is where AI and machine learning data has to be very much scoped in on the vertical. You can't generalize and have a general purpose data plane inside of vertically specialized kind of focus. How how do you see that evolving, how does IBM play there with this kind of the horizontally scalable mindset of a hybrid model, both on premise in the cloud, but that's still saying provide that intimacy with the data to fuel the machine learning or NLP or power that ai which seems to be critical. >>Yeah, I think there's a lot of services where you know, public cloud providers are bringing out new services all the time and some of it is pre can and easy to consume. I think what IBM from what I've observed, being really good at is handling some of those really bespoke use cases. So if you have a particular vertical with a challenge, um you know, there's going to be sort of things that are pre can that you can go and consume. But if you need to do something custom that could be quite challenging. How do they sort of build something that could be quite specific for a particular industry and then obviously being able to repeat that afterwards for us, that's obviously something we're very interested in. >>Yeah, tell I love chatting whether you love getting the low down also, people might not know your co author of a book performance guy with IBM Power Systems, So I gotta ask you, since I got you here and I don't mean to put you on the spot, but if you can just share your vision or any kind of anecdotal observation as people start to put together their architecture and again, you know, Beauty's in the eye of the beholder, every environment is different. But still, hybrid, distributed concept is distributed computing. Is there a KPI is there a best practice on as a manager or systems architect to kind of keep an eye on what what good is and how how good becomes better because the day to operations becomes a super important concept. We're seeing some called Ai ops where okay, I'm provisioning stuff out on a hybrid Cloud operational environment. But now day two hits are things happen as more stuff entered into the equation. What's your vision on KPs and management? What to keep tracking? >>Yeah, I think obviously attention to detail is really important to be able to build things properly. A good KPI particularly managed service area that I'm curious that understanding is how often do you actually have to log into the systems that you're managing? So if you're logging in and recitation into servers and all this sort of stuff all the time, all of your automation and configuration management is not set up properly. So, really a good KPI an interesting one is how often do you log into things all the time? If something went wrong, would you sooner go and build another one and shoot the one that failed or go and restore from backup? So thinking about how well things are automated. If things are immutable using infrastructure as code, those are things that I think are really important when you look at, how is something going to be scalable and easy to manage going forward. What I hate to see is where, you know, someone build something and automates it all in the first place and they're too scared to run it again afterwards in case it breaks something. >>It's funny the next generation of leaders probably won't even know like, hey, yeah, taylor and john they had to log into systems back in the day. You know, I mean, I could be like a story they tell their kids. Uh but no, that's a good Metro. This is this automation. So it's on the next level. Let's go the next level automation. Um what's the low hanging fruit for automation? Because you're getting at really the kind of the killer app there, which is, you know, self healing systems, good networks that are programmable but automation will define more value. What's your take? >>I think the main thing is where you start to move from a model of being able to start small and automate individual things which could be patching or system provisioning or anything like that. But what you really want to get to is to be able to drive everything through, get So instead of having a written up paper, change request, I'm going to change your system and all the rest of it. It really should be driven through a pull request and have things through it and and build pipelines to go and go and make a change running in development, make sure it's successful and then it goes and gets pushed into production. That's really where I think you want to get to and you can start to have a lot of people collaborating really well on this particular project or a customer that also have some sort of guard rails around what happens in some level of governance rather than being a free for all. >>Okay, final question. Where do you see event one headed? What's your future plans to continue to be a leader? I. T. Service leader for this guy? BMS Infrastructure portfolio? >>I think it comes down to people in the end, so really making sure that we partner with our clients and to be well positioned to understand what they want to achieve and and have the expertise in our team to bring to the table to help them do it. I think open source is a key enabler to help our clients adopt a hybrid cloud model to sort of touched on earlier uh as well as be able to make use of multiple clouds where it makes sense from a managed service perspective. I think everyone is really considering themselves and next year managed service provider. But what that means for us is to provide a different, differentiated managed service and also have the strong technical expertise to back it up. >>Taylor Holloway, chief technology officer advent one remote videoing in from down under in Australia. I'm john ferrier and Palo alto with cube coverage of IBM thing. Taylor, thanks for joining me today from the cube. >>Thank you very much. >>Okay, cube coverage. Thanks for watching ever. Mhm mm
SUMMARY :
It's the Welcome back everyone to the cube coverage of IBM Think 2021 Glad to be glad to be on here. I wanna take a minute to explain what you guys do at advent one. Um so you know generally And this is this has been a big wave coming in for sure with you know, cloud and scale. We've had some great outcomes with our clients or helping them automate um and you know, What are some of the solutions that you guys are doing with IBM's portfolio on the infrastructure side, control of so you know, looking at spectrum scale and those type of products from an audio perspective for What some of the conversations that you guys have with those clients. there's always going to be something and it may be, you know, we don't try and if someone is going really well, What's the general trend that you're seeing? and there's some really bespoke use cases we've done with that as well as some standardized one. you know, I want to ask you about the architecture and I'm just some simplify it real. and they've got a lot of their applications and data in another, you know, how do we help them make it mobile and You know, one of the things you mentioned and this comes up a lot of my interviews with partners of IBM is they Yeah, I think there's a lot of services where you know, public cloud providers are bringing out new services all the time and since I got you here and I don't mean to put you on the spot, but if you can just share your vision or is where, you know, someone build something and automates it all in the first place and they're too scared to run it So it's on the next level. I think the main thing is where you start to move from a model of being able to start small Where do you see event one headed? I think it comes down to people in the end, so really making sure that we partner with our clients and I'm john ferrier and Palo alto with cube coverage of IBM Thanks for watching ever.
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Richard Hartmann, Grafana Labs | KubeCon + CloudNativeCon Europe 2021 - Virtual
>>from around the >>globe. It's the >>cube with coverage of Kublai >>Khan and Cloud Native Con Europe 2021 >>virtual brought to >>you by red hat, the cloud native computing foundation and ecosystem partners. Hello, welcome back to the cubes coverage of coupon 21 Cloud Native Con 21 Virtual, I'm John Ferrier Host of the Cube. We're here with a great gas to break down one of the hottest trends going on in the industry and certainly around cloud native as this new modern architecture is evolving so fast. Richard Hartman, director of community at Griffon, a lab's involved with Prometheus as well um, expert and fun to have on and also is going to share a lot here. Richard, thanks for coming. I appreciate it. >>Thank you >>know, we were chatting before we came on camera about the human's ability to to handle all this new shift uh and the and the future of observe ability is what everyone has been talking about. But you know, some say the reserve abilities, just network management was just different, you know, scale Okay, I can buy that, but it's got a lot more than that. It involves data involves a new architecture, new levels of scale that cloud native has brought to the table that everyone is agreeing on. It scales their new capabilities, thus setting up new architectures, new expectations and new experiences are all happening. Take us through the future of observe ability. >>Mhm. Yes, so um 11 of the things which many people find when they onboard themselves onto the cloud native space is um you can scale along different and new axis, which you couldn't scale along before, uh which is great. Of course, it enables growth, it enables different operating models, it enables you to choose different or more modern engineering trade offs, like the underlying problems are still the same, but you just slice and dice your problems and compartmentalize your services differently. But the problem is um it becomes more spread out and the more classic tooling tends to be built for those more classic um setups and architectures as your architecture becomes more malleable and as you can can choose and pick how to grow it along with which access a lot more directly and you have to um that limits the ability of the humans actually operating that system to understand what is truly going on. Um Obviously everyone is is fully fully all in on A. I. M. L. And all those things. But one of the dirty secrets is you will keep needing domain specific experts who know what they're doing and what that thing should look like, what should be working hard to be working. But enable those people to actually to actually understand the current state of the system and compare this to the desired state of the system. Is highly nontrivial in particular, once you have not machine lifetimes of month or years which he had before, which came down to two sometimes hours and when you go to Microsoft to surveillance and such sometimes even into sub seconds. So a lot of this is about enabling this, this this higher volume of data, this higher scale of data, this higher cardinality of what what you actually attach as metadata on your data and then still be able to carry all this and makes sense of it at scale and at speed because if you just toss it into a data lake and do better analysis like half a day later no one cares about it anymore. It needs to be life it needs or at least the largest part of it needs to be life. You need to be able to alert right now if something is imminently customer facing. >>Well, that's awesome. I love totally agree this new observe ability horizontally scalable, more surface area, more axes, as you point out, changes the data equation on the automation plays a big role in mention machine learning and ai great, great grounds for that. I gotta ask you just well before we move on to the next topic around this is that the most people that come from the old world with the tooling and come from that old school vendor mentality or old soup architecture, old school architecture tend to kind of throw stones at the future and say, well the economics are all wrong and the performance metrics. So I want to ask you so I assume that we believe we do believe because assume that's going to happen. What is the economic picture? What's the impact that people are missing? When you look at the benefits of what this system is going to enable the impact? Specifically whether it's economics, productivity, efficient code, what are some of the things that maybe the VCS or other people in the naysayers side? Old school will, will throw stones at what's the, what's the big upside here? >>Mhm. So this will not be true for everyone and there will still be certain situations where it makes sense to choose different sets of of trade offs, but most everyone will be moving into the cloud for for convenience and speed reasons. And I'm deliberately not saying cost reasons. Um the reason being um usually or in the past you had simply different standard service delineations and all of the proserve, the consulting your hiring pool was all aligned with this old type of service delineation, which used to be a physical machine or a service or maybe even a service and you had a hot standby or something. If we, if we got like really a hugely respect from the same things still need to operate under laying what you do. But as we grow as an industry, more of more of this is commoditized and same as we commoditize service and storage network. We commoditized actually running off that machine and with service and such go even further. Um so it's not so much about about this fundamentally changing how it's built. It's just that a larger or a previously thing which was part of your value at and of what you did in your core is now just off the shelf infrastructure which you just by as much as you need again at certain scales and for certain specific use cases, this will not be true for the foreseeable future, but most everyone um will be moving there simply because where they actually add value and the people they can hire for and who are interested in that type of problem. I just mean that it's a lot more more sensical to to choose this different delineation but it's not cheaper >>and the commoditization and disintermediation is definitely happening, totally agree. And the complexity that's gonna be abstracted away with software is novell and it's also systematic. There's just it's new and there's some systems involved, so great insight there. I totally agree with you. The disruption is happening majority of almost all areas, so in all verticals and all industries, so so great point. I think this is where I think everyone's so excited and some people are paranoid actually frankly, but we cover that in depth on the Cuban other segments. But great point. We'll get back to what you're where you're spending your time right now. Um You're spending a lot of time on open metrics. What is that enabling take us through that? >>So um the super quick history of Prometheus, of course, we need that for open metrics. Promises was actually created in 2012. Um and the wire format which he used to in the exposition format, which he used to transport metrics into Prometheus is stable since 2014. Um But there is a large problem here. Um It carries the promise his name and a lot of competing projects and a lot of competing vendors of course there are vendors which compete with just the project. Um It's simply refused to to to take anything in which carried the promise his name. Of course, this doesn't align with their food um strategy, which they ran back then. So um together with scenes, the f we decided to just have a new different name for just that wire format for the underlying data model for everything which you need to make one complete exposition or a bunch of expositions towards towards permissions. So that's it at the corn, that's been ongoing since 2000 and 15 16 something. Um But there's also changes on the one hand, there is a super careful, a super super careful um Clean up and backwards compatible cleanup of a few things which the permit this exposition former serious here for didn't get right. But also we enable two features within this and as permitted chose open metrics as its official format. We also uplift committees and varying both heads. Obviously it's easier to get the synchronization. Um Ex employers stand out which is a completely new, at least outside of certain large search companies google. Um Who who used who use ex employers to do something different with with their traces. Um it was in 2017 when they told me that for them searching for traces didn't scale by labels. Uh and at that point I wanted to have both. I wanted to have traces and logs also with the same label set as permitting system. But when they tell you searching doesn't scale like they tell you you better listen. So uh the thing is this you have your index where you store all your data or your where you have the reference to enter your database and you have these label sets and they are super efficient and and quite powerful when compared to more traditional systems but they still carry a cost and that cost becomes non trivial at scale. So instead of storing the same labels for your metrics and your logs and your traces, the idea is to just store an I. D. For your trace which is super lightweight and it's literally just one idea. So your index is super tiny. Um And then you touch this information to your logs to your metrics and in the meantime also two year to year logs. Um So you know already that trace has certain properties because historically you have this needle estate problem. You have endless amounts of traces and you need to figure out what are the useful are they are the judicial and interesting aero state highlight and see some error occurring whatever if that information is already attached to your other signals. That's a lot easier. Of course. You see you're highlighting see bucket and you see a trace ID which is for that high latency bucket. So going into that trace, I already know it is a highlight and see trace for for a service which has a high latency, it has visited that labor. It was running this in that context, blah blah blah blah blah. Same for logs. There is an error. There is an exception, maybe a security breach, what have you and I can jump directly into a trace and I have all this mental context and the most expensive part is the humans. So enabling that human to not need to break mental uh train of thought to just jump directly from all the established state which they already have here in debugging just right into the trace, went back and just see why that thing behave that way. It's super powerful and it's also a lot cheaper to store this on the back and a four year traces which in our case internally we just run at 100% something. We do not throw data way, which means you don't have the super interesting thing. And by the way the trace just doesn't exist for us a good job. And that's the one thing to to from day one this intent to to marry those three pillars more closely. The other thing is by having a true lingua franca. It gave that concept of of of promises compatibility on the wire, its own name and it's its own distinct concept. And that is something which a lot of people simply attached to. So just by having that name, allow the completely different conversation over the last half decade or so and to close >>them close it >>up and to close that point because I come from the network, from the networking space and, and basically I T f r f C s are the currency within the networking space and how you force your vendors to support something, which is why I brought open metrics into the I. D. F. To to give it an official stamp of approval in Rfc number which is currently hopefully successful. Um So all of a sudden you can slip this into your tender and just tell your vendor, ex wife said okay, you need to support this. But I've seen all of a sudden by contract they're bound to to support communities native. So >>I support that Rfc yet or no, is that still coming? >>I, so at the last uh TF meeting, which was virtual, obviously I presented everything to the L. A W G. Um there was very good feedback. Um they want to adopt it as an informational uh I. D. Reason being it is most or it is a documentation of an already widely existed standard. So it gets different bits and pieces in the heather. Um Currently I'm waiting for a few rounds of feedback on specific wording how to make it more clear and such. Um looking >>good. It's looking good. >>Oh yes while presenting it. They actually told me that I have a conference with promises and performance. Well >>that's how you get things done in the old school internet. That's the way it was talking to Vince serving all of my friends and that generation we grew up, I mean I was telling a story on the clubhouse, just random that I grew up in the era. We used to pirate software used to deal software back in the old days. Pre open source. This is how things get done. So I gotta ask you the impact question. The, the deal with open metrics potentially could disrupt all those startups. So what, how does this impact all these stars because everyone is jockeying for land grabbing the observe ability space? Is that just because it's just too many people competing for one spot or do they all have differentiation? What happens to all those observe ability startups that got minted and funded? >>So I have, I think we have to split this into two answers, the first one open metrics and also Prometheus we're trying really hard to standardize what we're doing and to make this reusable as much as we possibly can um simply because premises itself does not have any any profit motivation or anything, it is just a project run by people. Um so we gain by, by users using our stuff and working in the way, which we think is a good way to operate. So anyone who just supports all those open standards, just on boards themselves onto a huge ecosystem of already installed base. And we're talking millions and millions and millions of installations, we don't have hard numbers, but the millions and millions I am certain of and thats installations, not users, so that's several orders of magnitude more. Um, so that that actually enables an ecosystem within which to move as to the second question. It is a super hot topic. So obviously that we see money starts coming in from all right. Um, I don't think that everyone will survive, but that is just how it usually is. There is a lot of of not very differentiated offerings, be the software, be they as a service, be their distributions? Well, you don't really see much much value and not not a lot of, not a lot of much anything in ways of innovation. So this is more about about making it easier to run or or taking that pain away, which obviously makes you open to attack by by all the hyper scale. Of course, they can just do this at a higher scale than you. Um, so unless you actually really in a way in that space and actually shape and lead in that space, at least to some extent, it will probably be relatively hard. That being said. >>Yeah, when you ride, when you ride the big waves like this, I mean, you you got to be on the right side of this. Uh, Pat Gelsinger's when he was that VM Where now is that intel told me on the cube one time. If you're not, you don't get it right on these waves, your driftwood, Right? So, so, you know, and we've seen this movie before, when you start to see the standards bodies like the I E T. F. Start to look at standards. You start to think there's a broader market opportunities, a need for some standards, which is good. It enables more value, right value creation, whether it's out in the open or if it's innovative from a commercialization standpoint, you know, these are good things and then you have everyone who's jockeying around from the land grab incomes, a standard momentum, you gotta be on the right side of these things. We know what we know it's gonna look like. If you're not on the right side of the standard, then your proprietary, >>precisely. >>And so that's the endgame. Okay, well, I really appreciate the impact. Final question. Um, as the world evolved post Covid as cloud Native goes mainstream, the enterprises in the cloud scale are demanding more things. Enterprises are are, you know, they want more stuff than just straight up in the cloud startups, for instance. So you start to see, you know, faster, more agility obviously, uh, with deploying modern apps, when you start getting into enterprise grade scale, you gotta start thinking, you know, this is an engineering and computer science discipline. Coming together, you've got to look at the architecture. What's your future vision of how the next gen programmable infrastructure looks like? >>You mean, as in actually manage those services or limited to observe ability to >>observe ability, role, observe ability. Just you're in the urine. The survivability speaks to the operating system of what's going on, distributed computing you're looking at, you gotta have a good observe ability if you want to deploy services. So, you know, as it evolves and this is not a fringe thing anymore. This is real deal. This observe abilities a key linchpin in the architecture. >>So, um, maybe to approach us from two sides. One of the things which, which, I mean I come from very much non cloud native background. One of the things which tends to be overlooked in cloud native is that not everything is green field. Matter of fact, legacy is the code word for makes actual money. Um, so a lot of brownfield installations, which still make money, which we keep making money and all of those existence, they will not go away anytime soon. And as soon as you go to actually industry trying to uplift themselves to industry that foreign, all those passwords you get a lot more complexity in, in just the availability of systems than just the cloud native scheme. So being able to to actually put all of those data types together and not just have you. Okay, nice. I have my micro service events fully instrumented and if anything happens on the layer below, I'm simply unable to make any any effort on debugging um things like for example, Prometheus course they are so widely adopted enable you to literally, and I did this myself um from the Diesel Genset of your data center over the network down to down to the office. If if someone is in there, if if if your station and your pager is is uh stepped in such to the database to the extra service which is facing your end customers, all of those use the same labels that use the same metadata to actually talk about this. So all of a sudden I can really drill down into my data, not only from you. Okay. I have my microservices, my database. Big deal. No, I can actually go down as deep in my infrastructure as my infrastructure is. And this is especially important for anyone who's from the more traditional enterprise because most of them will for the foreseeable future have tons and tons and tons of those installations and the ability to just marry all this data together no matter where it's coming from. Of course you have this lingual franklin, you have these widely adopted open standards. I think that is one of the main drivers in >>jail. I think you just nailed the hybrid and surprised use case, you know, operation at scale and integrating the systems. So great job Richard, thank you so much for coming on. Richard Hartman, Director of community Griffon A labs. I'm talking, observe ability here on the cube. I'm john for your host covering cube con 21 cognitive content. One virtual. Thanks for watching. Mhm Yeah. Mhm.
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It's the 21 Virtual, I'm John Ferrier Host of the Cube. But you know, some say the reserve abilities, just network management was just different, like the underlying problems are still the same, but you just slice and dice your problems and compartmentalize So I want to ask you so I assume that we believe we do believe because assume that's at and of what you did in your core is now just off the shelf infrastructure And the complexity that's gonna be abstracted away with software is novell and it's also systematic. We do not throw data way, which means you don't have the super interesting of a sudden you can slip this into your tender and just tell your vendor, ex wife said okay, I, so at the last uh TF meeting, which was virtual, It's looking good. have a conference with promises and performance. So I gotta ask you the impact question. or or taking that pain away, which obviously makes you open to attack by and we've seen this movie before, when you start to see the standards bodies like the I E T. F. So you start to see, you know, faster, more agility obviously, uh, with deploying modern apps, So, you know, as it evolves and this is not a fringe thing anymore. One of the things which tends to be overlooked in cloud native is that not everything is green field. I think you just nailed the hybrid and surprised use case, you know, operation at scale
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Parul Singh, Luke Hinds & Stephan Watt, Red Hat | Red Hat Summit 2021 Virtual Experience
>>mhm Yes. >>Welcome back to the Cube coverage of Red Hat summit 21 2021. I'm john for host of the Cubans virtual this year as we start preparing to come out of Covid a lot of great conversations here happening around technology. This is the emerging technology with Red hat segment. We've got three great guests steve watt manager, distinguished engineer at Red Hat hurl saying senior software engineer Red Hat and luke Hines, who's the senior software engineer as well. We got the engineering team steve, you're the the team leader, emerging tech within red hat. Always something to talk about. You guys have great tech chops that's well known in the industry and I'll see now part of IBM you've got a deep bench um what's your, how do you view emerging tech um how do you apply it? How do you prioritize, give us a quick overview of the emerging tech scene at Redhead? >>Yeah, sure. It's quite a conflated term. The way we define emerging technologies is that it's a technology that's typically 18 months plus out from commercialization and this can sometimes go six months either way. Another thing about it is it's typically not something on any of our product roadmaps within the portfolio. So in some sense, it's often a bit of a surprise that we have to react to. >>So no real agenda. And I mean you have some business unit kind of probably uh but you have to have first principles within red hat, but for this you're looking at kind of the moon shot, so to speak, the big game changing shifts. Quantum, you know, you got now supply chain from everything from new economics, new technology because that kind of getting it right. >>Yeah, I think we we definitely use a couple of different techniques to prioritize and filter what we're doing. And the first is something will pop up and it will be like, is it in our addressable market? So our addressable market is that we're a platform software company that builds enterprise software and so, you know, it's got to be sort of fit into that is a great example if somebody came up came to us with an idea for like a drone command center, which is a military application, it is an emerging technology, but it's something that we would pass on. >>Yeah, I mean I didn't make sense, but he also, what's interesting is that you guys have an open source D N A. So it's you have also a huge commercial impact and again, open sources of one of the 4th, 5th generation of awesomeness. So, you know, the good news is open source is well proven. But as you start getting into this more disruption, you've got the confluence of, you know, core cloud, cloud Native, industrial and IOT edge and data. All this is interesting, right. This is where the action is. How do you guys bring that open source community participation? You got more stakeholders emerging there before the break down, how that you guys manage all that complexity? >>Yeah, sure. So I think that the way I would start is that, you know, we like to act on good ideas, but I don't think good ideas come from any one place. And so we typically organize our teams around sort of horizontal technology sectors. So you've got, you know, luke who's heading up security, but I have an edge team, cloud networking team, a cloud storage team. Cloud application platforms team. So we've got these sort of different areas that we sort of attack work and opportunities, but you know, the good ideas can come from a variety of different places. So we try and leverage co creation with our customers and our partners. So as a good example of something we had to react to a few years ago, it was K Native right? So the sort of a new way of doing service um and eventing on top of kubernetes that was originated from google. Whereas if you look at Quantum right, ibms, the actual driver on quantum science and uh that originated from IBM were parole. We'll talk about exactly how we chose to respond to that. Some things are originated organically within the team. So uh luke talking about six law is a great example of that, but we do have a we sort of use the addressable market as a way to sort of focus what we're doing and then we try and land it within our different emerging technologies teams to go tackle it. Now. You asked about open source communities, which are quite interesting. Um so typically when you look at an open source project, it's it's there to tackle a particular problem or opportunity. Sometimes what you actually need commercial vendors to do is when there's a problem or opportunity that's not tackled by anyone open source project, we have to put them together to create a solution to go tackle that thing. That's also what we do. And so we sort of create this bridge between red hat and our customers and multiple different open source projects. And this is something we have to do because sometimes just that one open source project doesn't really care that much about that particular problem. They're motivated elsewhere. And so we sort of create that bridge. >>We got two great uh cohorts here and colleagues parole on the on the Quantum side and you got luke on the security side. Pro I'll start with you. Quantum is also a huge mentioned IBM great leadership there. Um Quantum on open shift. I mean come on. Just that's not coming together for me in my mind, it's not the first thing I think of. But it really that sounds compelling. Take us through, you know, um how this changes the computing landscape because heterogeneous systems is what we want and that's the world we live in. But now with distributed systems and all kinds of new computing modules out there, how does this makes sense? Take us through this? >>Um yeah john's but before I think I want to explain something which is called Quantum supremacy because it plays very important role in the road map that's been working on. So uh content computers, they are evolving and they have been around. But right now you see that they are going to be the next thing. And we define quantum supremacy as let's say you have any program that you run or any problems that you solve on a classical computer. Quantum computer would be giving you the results faster. So that is uh, that is how we define content supremacy when the same workload are doing better on content computer than they do in a classical computer. So the whole the whole drive is all the applications are all the companies, they're trying to find avenues where Quantum supremacy are going to change how they solve problems or how they run their applications. And even though quantum computers they are there. But uh, it is not as easily accessible for everyone to consume because it's it's a very new area that's being formed. So what, what we were thinking, how we can provide a mechanism that you can you don't connect this deal was you have a classical world, you have a country world and that's where a lot of thought process been. And we said okay, so with open shift we have the best of the classical components. You can take open shift, you can develop, deploy around your application in a country raised platform. What about you provide a mechanism that the world clothes that are running on open shift. They are also consuming quantum resources or they are able to run the competition and content computers take the results and integrate them in their normal classical work clothes. So that is the whole uh that was the whole inception that we have and that's what brought us here. So we took an operator based approach and what we are trying to do is establish the best practices that you can have these heterogeneous applications that can have classical components. Talking to our interacting the results are exchanging data with the quantum components. >>So I gotta ask with the rise of containers now, kubernetes at the center of the cloud native value proposition, what work clothes do you see benefiting from the quantum systems the most? Is there uh you guys have any visibility on some of those workloads? >>Uh So again, it's it's a very new, it's very it's really very early in the time and uh we talk with our customers and every customers, they are trying to identify themselves first where uh these contacts supremacy will be playing the role. What we are trying to do is when they reach their we should have a solution that they that they could uh use the existing in front that they have on open shift and use it to consume the content computers that may or may not be uh, inside their own uh, cloud. >>Well I want to come back and ask you some of the impact on the landscape. I want to get the look real quick because you know, I think security quantum break security, potentially some people have been saying, but you guys are also looking at a bunch of projects around supply chain, which is a huge issue when it comes to the landscape, whether its components on a machine in space to actually handling, you know, data on a corporate database. You guys have sig store. What's this about? >>Sure. Yes. So sick store a good way to frame six store is to think of let's encrypt and what let's encrypt did for website encryption is what we plan to do for software signing and transparency. So six Door itself is an umbrella organization that contains various different open source projects that are developed by the Six door community. Now, six door will be brought forth as a public good nonprofit service. So again, we're very much basing this on the successful model of let's Encrypt Six door will will enable developers to sign software artifacts, building materials, containers, binaries, all of these different artifacts that are part of the software supply chain. These can be signed with six door and then these signing events are recorded into a technology that we call a transparency log, which means that anybody can monitor signing events and a transparency log has this nature of being read only and immutable. It's very similar to a Blockchain allows you to have cryptographic proof auditing of our software supply chain and we've made six stores so that it's easy to adopt because traditional cryptographic signing tools are a challenge for a lot of developers to implement in their open source projects. They have to think about how to store the private keys. Do they need specialist hardware? If they were to lose a key then cleaning up afterwards the blast radius. So the key compromise can be incredibly difficult. So six doors role and purpose essentially is to make signing easy easy to adopt my projects. And then they have the protections around there being a public transparency law that could be monitored. >>See this is all about open. Being more open. Makes it more secure. Is the >>thief? Very much yes. Yes. It's that security principle of the more eyes on the code the better. >>So let me just back up, is this an open, you said it's gonna be a nonprofit? >>That's correct. Yes. Yes. So >>all of the code is developed by the community. It's all open source. anybody can look at this code. And then we plan alongside the Linux Foundation to launch a public good service. So this will make it available for anybody to use if your nonprofit free to use service. >>So luke maybe steve if you can way into on this. I mean, this goes back. If you look back at some of the early cloud days, people were really trashing cloud as there's no security. And cloud turns out it's a more security now with cloud uh, given the complexity and scale of it, does that apply the same here? Because I feel this is a similar kind of concept where it's open, but yet the more open it is, the more secure it is. And then and then might have to be a better fit for saying I. T. Security solution because right now everyone is scrambling on the I. T. Side. Um whether it's zero Trust or Endpoint Protection, everyone's kind of trying everything in sight. This is kind of changing the paradigm a little bit on software security. Could you comment on how you see this playing out in traditional enterprises? Because if this plays out like the cloud, open winds, >>so luke, why don't you take that? And then I'll follow up with another lens on it which is the operate first piece. >>Sure. Yes. So I think in a lot of ways this has to be open this technology because this way we have we have transparency. The code can be audited openly. Okay. Our operational procedures can be audit openly and the community can help to develop not only are code but our operational mechanisms so we look to use technology such as cuba netease, open ship operators and so forth. Uh Six store itself runs completely in a cloud. It is it is cloud native. Okay, so it's very much in the paradigm of cloud and yeah, essentially security, always it operates better when it's open, you know, I found that from looking at all aspects of security over the years that I've worked in this realm. >>Okay, so just just to add to that some some other context around Six Law, that's interesting, which is, you know, software secure supply chain, Sixth floor is a solution to help build more secure software secure supply chains, more secure software supply chain. And um so um there's there's a growing community around that and there's an ecosystem of sort of cloud native kubernetes centric approaches for building more secure software. I think we all caught the solar winds attack. It's sort of enterprise software industry is responding sort of as a whole to go and close out as many of those gaps as possible, reduce the attack surface. So that's one aspect about why 6th was so interesting. Another thing is how we're going about it. So we talked about um you mentioned some of the things that people like about open source, which is one is transparency, so sunlight is the best disinfectant, right? Everybody can see the code, we can kind of make it more secure. Um and then the other is agency where basically if you're waiting on a vendor to go do something, um if it's proprietary software, you you really don't have much agency to get that vendor to go do that thing. Where is the open source? If you don't, if you're tired of waiting around, you can just submit the patch. So, um what we've seen with package software is with open source, we've had all this transparency and agency, but we've lost it with software as a service, right? Where vendors or cloud service providers are taking package software and then they're making it available as a service but that operationalize ng that software that is proprietary and it doesn't get contributed back. And so what Lukes building here as long along with our partners down, Lawrence from google, very active contributor in it. Um, the, is the operational piece to actually run sixth or as a public service is part of the open source project so people can then go and take sixth or maybe run it as a smaller internal service. Maybe they discover a bug, they can fix that bug contributed back to the operational izing piece as well as the traditional package software to basically make it a much more robust and open service. So you bring that transparency and the agency back to the SAS model as well. >>Look if you don't mind before, before uh and this segment proportion of it. The importance of immune ability is huge in the world of data. Can you share more on that? Because you're seeing that as a key part of the Blockchain for instance, having this ability to have immune ability. Because you know, people worry about, you know, how things progress in this distributed world. You know, whether from a hacking standpoint or tracking changes, Mutability becomes super important and how it's going to be preserved in this uh new six doorway. >>Oh yeah, so um mutability essentially means cannot be changed. So the structure of something is set. If it is anyway tampered or changed, then it breaks the cryptographic structure that we have of our public transparency service. So this way anybody can effectively recreate the cryptographic structure that we have of this public transparency service. So this mutability provides trust that there is non repudiation of the data that you're getting. This data is data that you can trust because it's built upon a cryptographic foundation. So it has very much similar parallels to Blockchain. You can trust Blockchain because of the immutable nature of it. And there is some consensus as well. Anybody can effectively download the Blockchain and run it themselves and compute that the integrity of that system can be trusted because of this immutable nature. So that's why we made this an inherent part of Six door is so that anybody can publicly audit these events and data sets to establish that there tamper free. >>That is a huge point. I think one of the things beyond just the security aspect of being hacked and protecting assets um trust is a huge part of our society now, not just on data but everything, anything that's reputable, whether it's videos like this being deep faked or you know, or news or any information, all this ties to security again, fundamentally and amazing concepts. Um I really want to keep an eye on this great work. Um Pearl, I gotta get back to you on Quantum because again, you can't, I mean people love Quantum. It's just it feels like so sci fi and it's like almost right here, right, so close and it's happening. Um And then people get always, what does that mean for security? We go back to look and ask them well quantum, you know, crypto But before we get started I wanted, I'm curious about how that's gonna play out from the project because is it going to be more part of like a C. N. C. F. How do you bring the open source vibe to Quantum? >>Uh so that's a very good question because that was a plan, the whole work that we are going to do related to operators to enable Quantum is managed by the open source community and that project lies in the casket. So casket has their own open source community and all the modification by the way, I should first tell you what excuse did so cute skin is the dedicate that you use to develop circuits that are run on IBM or Honeywell back in. So there are certain Quantum computers back and that support uh, circuits that are created using uh Houston S ticket, which is an open source as well. So there is already a community around this which is the casket. Open source community and we have pushed the code and all the maintenance is taken care of by that community. Do answer your question about if we are going to integrate it with C and C. F. That is not in the picture right now. We are, it has a place in its own community and it is also very niche to people who are working on the Quantum. So right now you have like uh the contributors who who are from IBM as well as other uh communities that are specific specifically working on content. So right now I don't think so, we have the map to integrated the C. N. C. F. But open source is the way to go and we are on that tragic Torri >>you know, we joke here the cube that a cubit is coming around the corner can can help but we've that in you know different with a C. But um look, I want to ask you one of the things that while you're here your security guru. I wanted to ask you about Quantum because a lot of people are scared that Quantum is gonna crack all the keys on on encryption with his power and more hacking. You're just comment on that. What's your what's your reaction to >>that? Yes that's an incredibly good question. This will occur. Okay. And I think it's really about preparation more than anything now. One of the things that we there's a principle that we have within the security world when it comes to coding and designing of software and this aspect of future Cryptography being broken. As we've seen with the likes of MD five and Sha one and so forth. So we call this algorithm agility. So this means that when you write your code and you design your systems you make them conducive to being able to easily swap and pivot the algorithms that use. So the encryption algorithms that you have within your code, you do not become too fixed to those. So that if as computing gets more powerful and the current sets of algorithms are shown to have inherent security weaknesses, you can easily migrate and pivot to a stronger algorithms. So that's imperative. Lee is that when you build code, you practice this principle of algorithm agility so that when shot 256 or shot 5 12 becomes the shar one. You can swap out your systems. You can change the code in a very least disruptive way to allow you to address that floor within your within your code in your software projects. >>You know, luke. This is mind bender right there. Because you start thinking about what this means is when you think about algorithmic agility, you start thinking okay software countermeasures automation. You start thinking about these kinds of new trends where you need to have that kind of signature capability. You mentioned with this this project you're mentioning. So the ability to actually who signs off on these, this comes back down to the paradigm that you guys are talking about here. >>Yes, very much so. There's another analogy from the security world, they call it turtles all the way down, which is effectively you always have to get to the point that a human or a computer establishes that first point of trust to sign something off. And so so it is it's a it's a world that is ever increasing in complexity. So the best that you can do is to be prepared to be as open as you can to make that pivot as and when you need to. >>Pretty impressive, great insight steve. We can talk for hours on this panel, emerging tech with red hat. Just give us a quick summary of what's going on. Obviously you've got a serious brain trust going on over there. Real world impact. You talk about the future of trust, future of software, future of computing, all kind of going on real time right now. This is not so much R and D as it is the front range of tech. Give us a quick overview of >>Yeah, sure, yeah, sure. The first thing I would tell everyone is go check out next that red hat dot com, that's got all of our different projects, who to contact if you're interested in learning more about different areas that we're working on. And it also lists out the different areas that we're working on, but just as an overview. So we're working on software defined storage, cloud storage. Sage. Well, the creator of Cf is the person that leads that group. We've got a team focused on edge computing. They're doing some really cool projects around um very lightweight operating systems that and kubernetes, you know, open shift based deployments that can run on, you know, devices that you screw into the sheet rock, you know, for that's that's really interesting. Um We have a cloud networking team that's looking at over yin and just intersection of E B P F and networking and kubernetes. Um and then uh you know, we've got an application platforms team that's looking at Quantum, but also sort of how to advance kubernetes itself. So that's that's the team where you got the persistent volume framework from in kubernetes and that added block storage and object storage to kubernetes. So there's a lot of really exciting things going on. Our charter is to inform red hats long term technology strategy. We work the way my personal philosophy about how we do that is that Red hat has product engineering focuses on their product roadmap, which is by nature, you know, the 6 to 9 months. And then the longer term strategy is set by both of us. And it's just that they're not focused on it. We're focused on it and we spend a lot of time doing disambiguate nation of the future and that's kind of what we do. We love doing it. I get to work with all these really super smart people. It's a fun job. >>Well, great insights is super exciting, emerging tack within red hat. I'll see the industry. You guys are agile, your open source and now more than ever open sources, uh, product Ization of open source is happening at such an accelerated rate steve. Thanks for coming on parole. Thanks for coming on luke. Great insight all around. Thanks for sharing. Uh, the content here. Thank you. >>Our pleasure. >>Thank you. >>Okay. We were more, more redhead coverage after this. This video. Obviously, emerging tech is huge. Watch some of the game changing action here at Redhead Summit. I'm john ferrier. Thanks for watching. Yeah.
SUMMARY :
This is the emerging technology with Red So in some sense, it's often a bit of a surprise that we have to react to. And I mean you have some business unit kind of probably uh but you have to have first principles you know, it's got to be sort of fit into that is a great example if somebody came up came to us with an So it's you have also a huge commercial impact and again, open sources of one of the 4th, So I think that the way I would start is that, you know, side and you got luke on the security side. And we define quantum supremacy as let's say you have really very early in the time and uh we talk with our customers and I want to get the look real quick because you know, It's very similar to a Blockchain allows you to have cryptographic proof Is the the code the better. all of the code is developed by the community. So luke maybe steve if you can way into on this. so luke, why don't you take that? you know, I found that from looking at all aspects of security over the years that I've worked in this realm. So we talked about um you mentioned some of the things that Because you know, people worry about, you know, how things progress in this distributed world. effectively recreate the cryptographic structure that we have of this public We go back to look and ask them well quantum, you know, crypto But So right now you have like uh the contributors who who are from in you know different with a C. But um look, I want to ask you one of the things that while you're here So the encryption algorithms that you have within your code, So the ability to actually who signs off on these, this comes back So the best that you can do is to be prepared to be as open as you This is not so much R and D as it is the on their product roadmap, which is by nature, you know, the 6 to 9 months. I'll see the industry. Watch some of the game changing action here at Redhead Summit.
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Matt Hicks, Red Hat | Red Hat Summit 2021 Virtual Experience
>>mhm Yes. Hello and welcome back to the cubes coverage of red hat summit 2021 virtual. I'm john for your host of the cube and cube coverage here with matt Hicks. Executive vice president of products and technologies at red hat cuba lum I've been on many times, knows the engineering side now running all the process of technologies matt. Great to see you. Thanks for coming on remote. I wish we were in real real life in person. I RL but doing it remote again. Thanks for coming on. >>Hey, thanks thanks for having me today. >>Hey, so what a year you know, um, I was just talking to a friend and another interview with the red hat colleagues. Chef on your team in 2019 I interviewed Arvin at IBM right before he bought red hat and you smile on his face and he wasn't even ceo then um, he is such a big fan of cloud native and you guys have been the engine underneath the hood if you will of IBM this transformation huge push now and with Covid and now with the visibility of the post Covid, you're seeing cloud Native at scale with modern applications just highly accelerated across the board In almost every industry, every vertical. This is a very key trend. You guys at the, at the center of it always have been, we've been covering you for many years, interesting time and so now you guys are really got the, got the formula at red hat, take us through the key transit you see on this wave for enterprises and how is red hat taking that, taking that through? >>Yeah, no, absolutely. It has been, it's been a great ride actually. I remember a couple years ago standing on stage with Arvin prior to the acquisition. So it's been uh, it's been a world one but I think if we look at Really would emerge in 2020, we've seen three trends that we hope we're gonna carry through in 2021 just in a better and better year for that. That the first is open hybrid cloud is really how customers are looking to adapt to change. They have to use what they have um assets they have today. On premise, we're seeing a lot of public cloud adoption that blend of being hybrid is just, it is a reality for how customers are having to deliver a edge computing I think is another area I would say uh the trend is really not going to be a fad or a new, you know, great texture. Um the capabilities of computing at the edge, whether that is automotive vehicles, radio access network capabilities to five G. It's pretty astounding at this point. So I think we're gonna see a lot of pushing edge computing for computing, getting closer to users. Uh but then also the choice aspect we're seeing with Ceos, we often talk about technology is choice, but I think the model of how they want to consume technology has been another really strong trend in 2020. Uh We look at this really is being able to deliver a cloud managed services in addition to technology that ceos around themselves. But those, those will probably be the three that stand out to me at least in 2020 we've seen, >>so matt take us through in your minds and red hats, perspective the workloads that are going to be highlighted in this cloud native surge that's happening. We're seeing it everywhere. You mentioned edge industrial edge to consumer Edge to lightweight, edge, massive new workloads. So take us through how you see kind of the existing workloads evolving and potentially new workloads that emerging. >>Yeah. So I think um you know first when you talk about edge workloads a big umbrella but if you look at data driven workloads, especially in the machine learning artificial intelligence spectrum of that, that's really critical. And a reason that those workloads are important is five G. Aside for now when you're running something at the edge you have to also be able to make decisions pretty well at the edge. And that that is that's where your data is being generated and the ability to act on that closely. Whether that's executing machine learning models or being able to do more than that with A I. That's going to be a really really critical workload. Uh huh. Coupled to that, we will see I think five G. Change that because you're going to see more blending in terms of what can you draw back to uh closer to your data center to augment that. So five G will shift how that's built but data driven workloads are going to be huge then I think another area will see is how you propagate that data through environment. Some Kafka has been a really popular technology will actually be launching a service in relation to that. But being able to get that data at the edge and bring it back to locations where you might do more traditional processing, that's going to be another really key space. Um and then we'll still have to be honest, there is still a tremendous amount of work loads out there that just aren't going to get rebuilt. And So being able to figure out how can you make them a little more cloud native? You know, the things your companies have run on for the last 20 years, being able to step them closer to cloud native, I think it's going to be another critical focus because he can't just rewrite them all in one phase and you can't leave them there as well. So being able to bridge shadow B T to >>what's interesting if folks following red hat, No, no, you guys certainly at the tech chops you guys have great product engineering staff been doing this for a long time. I mean the common Lennox platform that even the new generation probably have to leave it load limits on the server anymore. You guys have been doing this hybrid environment in I T for I T Sloan for decades. Okay. In the open, so, you know, it's servers, virtualization, you know, private, public cloud infrastructures and it's been around, we've been covering it in depth as you know, but that's been, that's a history. But as you go from a common Lennox platform into things with kubernetes as new technologies and this new abstraction layers, new control plane concept comes to the table. This need for a fully open platform seems to be a hot trend this year. >>How do you >>describe that? Can you take a minute to explain what this is, this is all about this new abstraction, this new control plane or this open hybrid cloud as you're calling? What is this about? What does it mean? >>Yeah, no, I'll do a little journey that she talked about. Yeah. This has been our approach for almost a decade at this point. And it started, if you look at our approach with Lennox and this was before public clouds use migrants existed. We still with Lennox tried to span bare metal and virtualized environments and then eventually private and public cloud infrastructure as well. And our goal there was you want to be able to invest in something, um, and in our world that's something that's also open as in Lennox but be able to run it anywhere. That's expanded quite a bit. That was good for a class of applications that really got it started. That's expanded now to kubernetes, for example, kubernetes is taking that from single machines to cluster wide deployments and it's really giving you that secure, flexible, fast innovation backbone for cloud native computing. And the balance there is just not for cloud native, we've got to be able to run traditional emerging workloads and our goal is let those things run wherever rail can. So you're really, you're based on open technologies, you can run them wherever you have resources to run. And then I think the third part of this for us is uh, having that choice and ability to run anywhere but not being able to manage. It can lead to chaos or sprawl and so our investments in our management portfolio and this is from insights the redhead advanced cluster management to our cluster security capabilities or answerable. Our focus has been securing, managing and monitoring those environments so you can have a lot of them, you can run where you want, but she just sort of treat it as one thing. So you are our vision, how we've executed up to this point has really been centered around that. I think going forward where you'll see us um really try to focus is, you know, first you heard paul announced earlier that we're donating more than half a billion dollars to open. I would cloud research and part of this reason is uh running services. Cloud native services is changing. And that research element of open source is incredibly powerful. We want to make sure that's continuing but we're also going to evolve our portfolio to support this same drive a couple areas. I would call out, we're launching redhead open shift platform plus and I talked about that combination from rail to open shift to being able to manage it. We're really putting that in one package. So you have the advanced management. So if you have a huge suites of cloud native real estate there, you can manage that. And it also pushes security earlier into the application, build workflows. This is tied to some of our technology is bolstered by the stack rocks acquisition that we did. Being able to bring that in one product offering I think is really key to address security and management side. Uh we've also expanded Redhead insights beyond Rehl to include open shift and answerable and this is really targeted it. How do we make this easier? How do we let customers lean on our expertise? Not just for Lennox as a service, but expand that to all of the things you'll use in a hybrid cloud. And then of course we're going to keep pushing Lennox innovation, you'll see this with the latest version of red hat enterprise, like so we're gonna push barriers, lower barriers to entry. Uh But we're also going to be the innovation catalyst for new directions include things like edge computing. So hopefully that sort of helps in terms of where, where we started when it was just Lennox and then all the other pieces were bringing to the table and why and some new areas. Uh We're launching our investment going forward. >>Yeah, great, that's great overview. Thanks for taking the time to do that. I think one of the areas I that's jumping out at me is the uh, advanced cluster management work you guys are doing saw that with the security peace and also red hat insights I think is is another key one and you get to read that edge. But on the inside you mentioned at the top of this interview, data workloads pretty much being, I mean that pretty much everything, much more of an emphasis on data. Um, data in general but also, you know, serve abilities a hot area. You know, you guys run operating system so you know, in operating systems you need to have the data, understand what's being instrumented. You gotta know that you've got to have things instrument and now more than ever having the data is critical. So take us through your vision of insights and how that translates. Because he said mentions in answerable you're seeing a lot more innovations because Okay I got provisions everything that's great. Cloud and hybrid clouds. Good. Okay thumbs up everyone check the box and then all of a sudden day too As they call day two operations stuff starts to, you know, Get getting hairy, they start to break. Maybe some things are happening. So day two is essentially the ongoing operational stability of cloud native. You need insights, you need the data. If you don't have the data, you don't even know what's going on. You can't apply machine learning. It's kind of you if you don't get that flywheel going, you could be in trouble. Take me through your vision of data driven insights. >>Yeah. So I think it's it's two aspects. If you go to these traditional traditional sport models, we don't have a lot of insight until there's an issue and I'm always amazed by what our teams can understand fix, get customers through those and I think that's a lot of the success red hats had at the same note, we want to make that better where if you look at real as an example, if we fixed an issue for any customer on the planet of which we fix a lot in the support area, we can know whether you're going to hit that same issue or not in a lot of cases and so that linkage to be able to understand environments better. We can be very proactive of not just hey apply all the updates but without this one update, you risk a kernel panic, we know your environment, we see it, this is going to keep you out of that area. The second challenge with this is when things go do break or um are failing the ability to get that data. We want that to be the cleanest handshake possible. We don't want to. Those are always stressful times anyway for customers being able to get logs, get access so that our engineering knowledge, we can fix it. That's another key part. Uh when you extend this to environments like open shift things are changing faster than humans can respond in it. And so those traditional flows can really start to get strained or broken broken down with it. So when we have connected open shift clusters, our engineering teams can not only proactively monitor those because we know cooper net is really well. We understand operators really well. Uh we can get ahead of those issues and then use our support teams and capabilities to keep things from breaking. That's really our goals. Finding that balance where uh we're using our expertise in building the software to help customers stay stable instead of just being in a response mode when things break >>awesome. I think it's totally right on the money and data is critical in all this. I think the trust of having that partnership to know that this pattern recognition is gonna be applied from the environment and that's been hurting the cybersecurity market people. That's the biggest discussion I had with my friends and cyber is they don't share the data when they do, things are pretty obvious. Um, so that's good stuff there and then obviously notifications proactive before there's a cause or failure. Uh great stuff. This brings up a point that paul come here, said earlier, I want to get your reaction to this. He said every C. I. O. Is now a cloud operator. >>That's a pretty bold >>statement. I mean, that's simply means that it's all cloud all the time. You know? Again, we've been saying this on the queue for many years, cloud first, whatever people want to call it, >>what does that actually >>mean? Cloud operator, does that just mean everything's hybrid? Everything's multiple. Cloud. Take me through an unpacked what that actually means? >>Yeah. So I think for the C I O for a lot of times it was largely a technology choice. So that was sort of a choice available to them. And especially if you look at what public clouds have introduced, it's not just technology choice. You're not just picking Kafka anymore. For example, you really get to make the choice of do I want to differentiate my business by running it myself or is this just technology I want to consume and I'm going to consume a cloud, native service and other challenges come with that. It's an infrastructure, not in your control, but when you think about a ceo of the the axes they're making decisions on, there are more capabilities now and I think this is really crucial to let the C i O hone in on where they want to specialist, what do they want to consume, what do they really want to understand, differentiate and Ron? Um and to support this actually, so we're in this vein, we're going to be launching three new managed cloud services and our our focus is always going to be hybrid in these uh but we understand the importance of having managed cloud services that red hat is running not the customers in this case. So one of those will be red hat open shift streams for Patrick Kafka. We've talked about that, that data connectivity and the importance of it and really being able to connect apps across clouds across data centers using Kafka without having to push developers to really specialize in running. It is critical because that is your hybrid data, it's going to be generated on prim, it's going to be generated the edge, you need to be able to get access to it. The next challenge for us is once you have that data, what do you do with it? And we're launching a red hat open shift data science cloud service and this is going to be optimized for understanding the data that's brought in by streams. This doesn't matter whether it's an Ai service or business intelligence process and in this case you're going to see us leverage our ecosystem quite a bit because that last mile of AI workloads or models will often be completed with partners. But this is a really foundational service for us to get data in and then bring that into a workflow where you can understand it and then the last one for us is that red hat open shift api management and you can think of this is really the overseer of how apps are going to talk to services and these environments are complex, their dynamic and being able to provide that oversight up. How should my apps be consuming all these a. P. S, how should they be talking? How do I want to control? Um and understand that is really critical. So we're launching these, these three and it fits in that cloud operator use, we want to give three options where you might want to use Kafka and three Scale technologies and open data hub, which was the basis of open shift data sides, but you might not want to specialize in running them so we can run those for you and give you as a C. I. O. That choice of where you want to invest in running versus just using it. >>All right, we're here with matt Hicks whose executive vice president prospect technology at red hat, matt, your leader at red hat now part of IBM and continues to operate um in the red hat spirit, uh innovating out in the open, people are wearing their red hat uh hoodies, which has been great to see. Um I ask every executive this question because I really want to get the industry perspective on this. Um you know, necessity is the mother of invention as the saying goes and, you know, this pandemic was a challenge for many In 2020. And then as we're in 2021, some say that even in the fall we're gonna start to see a light at the end of the tunnel and then maybe back to real life in 2022. This has opened up huge visibility for CSOS and leaders and business in the enterprise to say, Hey, what's working, what do we need? We didn't prepare for everyone to be working at home. These were great challenges in 2020. Um, and and these will fuel the next innovations and achievements going forward. Um again necessity is the mother of all invention. Some projects are gonna be renewed and double down on some probably won't be as hybrid clouds and as open source continues to power through this, there's lessons to be learned, share your view on what um leaders in in business can do coming out of the pandemic to have a growth strategy and what can we learn from this pandemic from innovation and and how open source can power through this adversity. >>Yeah. You know, I think For as many challenging events we had in 2020, I think for myself at least, it it also made me realize what companies including ourselves can accomplish if we're really focused on that if we don't constrain our thinking too much, we saw projects that were supposed to take customers 18 months that they were finishing in weeks on it because that was what was required to survive. So I think part of it is um, 2020 broke a lot of complacency for us. We have to innovate to be able to put ourselves in a growth position. I hope that carries into 2021 that drives that urgency. When we look at open source technologies. I think the flexibility that it provides has been something that a lot of companies have needed in this. And that's whether it could be they're having to contract or expand and really having that moment of did the architectural choices, technology choices, will they let me respond in the way I need? Uh, I'm biased. But first I think open models, open source development Is the best basis to build. That gives you that flexibility. Um, and honestly, I am an optimist, but I look at 2021, I'm like, I'm excited to see what customers build on sort of the next wave of open innovation. I think his life sort of gets back to normal and we keep that driving innovation and people are able to collaborate more. I hope we'll see a explosion of innovation that comes out and I hope customers see the benefit of doing that on a open hybrid cloud model. >>No better time now than before. All the things are really kind of teed up and lined up to provide that innovation. Uh, great to have you on the cube. Take a quick second to explain to the folks watching in the community What is red hat 2021 about this year? And red hat someone, I'll see. We're virtual and we're gonna be back in a real life soon for the next event. What's the big takeaway this year for the red hat community and the community at large for red hat in context of the market? >>You know, I think redhead, you'll keep seeing us push open source based innovation. There's some really exciting spaces, whether that is getting closer and closer towards edge, which opens up incredible opportunities or providing that choice, even down to consumption model like cloud managed services. And it's in that drive to let customers have the tools to build the next incredible innovations for him. So, And that's what summit 2021 is going to be about for us, >>awesome And congratulations to, to the entire team for the donation to the academic community, Open cloud initiative. And these things are doing to promote this next generation of SRS and large cloud scale operators and developers. So congratulations on that props. >>Thanks john. >>Okay. Matt Hicks, executive vice president of products and technology. That red hat here on the Cube Cube coverage of red hat 2021 virtual. I'm John Ferrier. Thanks for watching. Yeah.
SUMMARY :
Great to see you. at the center of it always have been, we've been covering you for many years, interesting time and so now is really not going to be a fad or a new, you know, So take us through how you see kind at the edge and bring it back to locations where you might do more traditional processing, Lennox platform that even the new generation probably have to leave it load limits on the server anymore. Not just for Lennox as a service, but expand that to all of the things you'll use in a Thanks for taking the time to do that. this is going to keep you out of that area. having that partnership to know that this pattern recognition is gonna be applied from the environment I mean, that's simply means that it's all cloud all the time. Cloud operator, does that just mean everything's hybrid? it's going to be generated on prim, it's going to be generated the edge, you need to be able to get access the saying goes and, you know, this pandemic was a challenge for many In 2020. I think his life sort of gets back to normal and we keep that driving innovation and great to have you on the cube. And it's in that drive to let And these things are doing to promote this next generation of That red hat here on the Cube
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IBM30 Madhu Kochar VTT
>>from around the globe. It's the cube >>With digital coverage of IBM think 20 >>21 brought to you >>by IBM Hey, welcome back to the cubes coverage of IBM think 2021 virtual. I'm john for a host of the cube we're here with my do Kochar, who's the vice president, Product management for IBM data and Ai also cube alumni. Great to see you do. Thanks for coming on the cube remotely. Soon to be in person. I hope soon. Great to see you. >>Thanks john obviously very, very happy to be here and yeah, like you said, hopefully next time face to face. >>Yeah, I can't, we've had many conversations to pass on the cube about data machine learning now more than ever it's prime time and as companies put the ai to work, you know, they're facing more and more challenge especially with the growing data complexity and equality. What are they doing to solve it, solve these problems today? I mean as cloud scales here, its transformation innovation, cloud scale, still complexity. What are they doing to solve this? >>Yeah, you're right, john right. The data complexity is just becoming overwhelming and it's threatening what I would say progress and you would agree to that right. As organizations are struggling to turn these complex data landscapes and to get some sustained value out of it and it's becoming costly and I believe the worst of it is because of the rapid pace of digitalization is happening right now, generate. The data is just getting generated at higher velocity, all different types of data and all different touchpoints and traditionally, you know, trying to move replicate data, integrate data and bring it all into the big data store is just not working out right? It's becoming costly And and the stats shows that 97 of enterprise data is still not trusted or analyzed and with all the movements happening onto the migrating of data to multi clouds is just adding a lot of complexity. Our point of view always has been, we've been talking a lot about hybrid and to me, hybrid approach is the one that truly accepts the reality, that data will be everywhere and it's going to be changing by the minute and it turned and we have to figure out how do we turn that problem into an advantage? Um To me, automation is going to be inevitable and what we truly believe in is like you gotta leave the data where it is bring ai to your data and that means what's aI for business here. Right. So that really means that you have to be able to understand the language of the business, automates, workflows and experiences and truly deliver the trust and predictability in these outcomes. That is where john I firmly believe that we need to be going, >>do you know? That's so right on. And I think the business cases is well understood. What's interesting is that we were talking to some other IBM Rs about autonomous shipping, about ships that are being powered by automation and getting all that data and integrating in all kinds of diverse sources um is also a business challenge. So autonomous vehicles, autonomous everything these days requires massive amounts of data, ingestion and processing and insights and and operationalize ng and decision making, all kind of coming in. This is like the holy grail of, of automation. So I have to ask you what is the iBMS perspective on managing data that exists in different forms and on across different environments in an organization? Because this is where the diversity comes in and it's actually better for the data because a I loves diverse data because the better the data the better the eye. Right? So but it's still complicated. How are you guys looking at this perspective of managing data that exists? >>Yeah, No, that's a that's a great question. And I think this is where we need to be thinking about what we are talking about here is that you need what I call an intelligent data fabric. Data fabric is a is a term which is just picking up in the industry. And the definition which I would say an intelligent data fabric is what weaves together and automates data and ai lifecycle over anything over anything means any data, any cloud, anywhere. Right? And what do you get with this? What you get with this is that you are able to then unlock totally new insights from unified data. You're able to democrat is your trusted data usage across more people. You unleash truly productivity right? And you reduce cost and risk and you make A I for business easier. Like I was talking about you bring your ai to the data, it's all about ai for business you make A I for business easier, faster and more trusted. And underneath the covers, automation is what's going to help us to scale all this. So by truly bringing the intelligent data fabric together which helps us automate and view all these things is going to be the answer. >>I'd love noses like democratizing trusted data usage and unifying data and getting all those insights because that drives the value I'm sold on that and I love it and I understand it the question I have for you and I heard this term, I'd love to get you to help me define it for the audience. The notion of distributed data life cycles, can you describe and define what does that mean for an organization? >>So truly that would just mean right? Like I was talking about, what is intelligent data fabric? This is all about data is everywhere, right? You're it is in your um operational data stores, your data warehouses and now with spans of multiple clouds, you know, people are moving their workloads to various clouds. It's everywhere. When you have to make a decision, you have to be able to have access to all that data, right? You have to keep in mind. What are your data privacy rules? What is your data residency rules around it? Right. And how do I make, how do I analyze that data? How do I categorize that data to have some business outcomes? Right. And anything what you're doing right now? It's gonna require a I to it. How do I apply ai to where data lives? That is where the whole aspect of the intelligent data fabric needs to come into the picture. >>Yeah. My next questions around some of the new announcements that you guys have here thinking I want to get this new new upgrade new data pack announcement. Because I think, I mean cloud pack for data because having data become operationalized is much more sensitive than it was in the wild west of the early days. Like hey, the data's everywhere, people are concerned, you know, and there's compliance risk and getting sued and different sovereignty issues. So, you know, you guys have had this IBM cloud pack for data for a few years now helping clients with the chance, some of the data challenges. I think we've talked about it. You guys are announcing more here the next generation. Could you explain this announcement? >>Yes, Yes and yeah, you're right. Cloud Back for data was announced about three years ago. We launched it then. Uh many customers in production with that, so very proud. And it really cloud back for data in simple terms is all about your data platform and analytics platform. Right. So at this tank we are announcing what I call the next generation of cloud back for data, a lot of enhancements going in. But I would like to focus on 33 top key capabilities which we are bringing in. And it's all about how we are weaving together as part of the intelligent data fabric. I was talking about earlier. So the three capabilities, which I want the audience to walk away is number one auto privacy. What does that mean? It means? How do we automate how you enforce universal data and usage policies across hybrid data and cloud ecosystems of various sources and users and how to express that in you to users in business terms and why? Because this is going to further simplify risk mitigation across an organization of self serve data consumers. So that's all about auto privacy. The second key capabilities will be around auto catalog. Very, very critical. I call it the brain of it, Right? This is where how we automate how it is that the data is discovered how is catalogued and enriched for users, relevance of maintenance of knowledge for business ready data, right? Which is spread again across hybrid hybrid sources and multiple cloud landscapes. The third thing very critical is what we call auto sequel. This is how you're going to automate how you access, update and unify data spread across distributed data and cloud landscapes without the need of actually doing any data movements or replication if it's needed. So. And and part of that data access is also needs to be, is it optimized for performance? Right. Can I get to the petabytes of scale of data? And how does the visual query building experiences look on top of that? So we are just so super excited about obviously with cloud back for data, with this new enhancements, how we are reading the story around with data fabric, intelligent data fabric with three things. Right? Auto privacy, auto catalog and auto sequel and john this is also on top of what we've been also talking about Auto Ai for a while and this is all about aI Lifecycle management. There's gonna be tons of enhancements coming in as to how we are simplifying federal training right? Federally training across complex and siloed data. Such is going to be important fact sheets. How do we improve the model quality and explain ability that is going to be very critical for us and the time series optimizations. So all these auto stuff weaved with our um, intelligent data fabric is going to be our next generation of cloud back for data. And I must say john a lot of our clients are early adopters, early customers been giving us the fantastic feedback and it's like this is what's needed. And you mentioned that earlier, right, complexity is known. Everybody wants a solution. What a great way to, to get this uh, quick outcomes of the data, right? We've got to monetize the data and that's what it's going to need to >>do is very exciting gradients. Congratulations. I love the auto name. Autopilot. Auto, Auto Auto A I just, it sounds automated and I guess my final question for you is, um, one that's a little bit more current around hybrid and that is the big theme that we're seeing and we've been reporting and kind of connecting the dots here in the cube through all the different interviews with you guys and and all your partners. Is this ecosystem dynamic now with hybrid cloud is more important than ever before because cloud and cloud operations is A. P. I based so more and more people are connecting. So is this where auto privacy, Auto catalog and auto sequel and A I connect in. Is that where it's relevant because Hybrid cloud really speaks about ecosystems and partnering because no one does it alone anymore. >>Absolutely. You hit it on the nail, right. Hybrid is all not just about on prem and one cloud, it's all about intra clouds and inter clouds and everywhere. And that is where the the data fabric helps us, right. And the auto privacy meaning your data is spread across. How do I understand? What are the policies across? How do I respect my data residency? So exactly to the point that is what this gives us the solution. >>Remember the old school inter networking was a category in the industry, you know, connecting networks together. Now we have inter clouding into data ops all all good, exciting. Thanks for coming on. Really appreciate your insights. Uh you're a pro and love the work you're doing over there, the product management. Great job, looking forward to hearing more. Thanks for coming on. >>Thank you. Thank you. >>Don. Okay madu Kochar here at VP of Product measure, IBM Data and ai the hottest area in hybrid cloud. Of course it's the cube coverage probably I think 2021. I'm john ferrier. Thanks for watching. Mhm. >>Mhm mm. Yeah.
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It's the cube I'm john for a host of the cube we're here with my do Kochar, who's the vice president, yeah, like you said, hopefully next time face to face. more than ever it's prime time and as companies put the ai to work, you know, automation is going to be inevitable and what we truly believe in is like you gotta leave So I have to ask you what And what do you get with this? I have for you and I heard this term, I'd love to get you to help me define it for the audience. How do I categorize that data to have some business outcomes? So, you know, you guys have had this IBM cloud pack for data for is going to be very critical for us and the time series optimizations. So is this where auto And the auto privacy meaning your data is spread across. Remember the old school inter networking was a category in the industry, Thank you. Of course it's the cube coverage probably I think 2021. Yeah.
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IBM3 Sheri Bachstein VTT
>>From around the globe. It's the Cube with digital coverage of IBM think 2021 brought to you by IBM. Welcome back to the cubes coverage of IBM Think 2021 virtual. I'm john ferrier host of the cube. Got a great story here. Navigating Covid 19 with Watson advertising and weather channel conversations. Sherry back steen. Who's the gM of Watson advertising in the weather company. Sherry, thanks for coming on the cube. My favorite part of IBM think is to talk about the tech and also the weather company innovations. Thanks for coming on. >>Hi, happy to be here, john >>So COVID-19 obviously some impact for people that working at home. Um normally you guys have been doing a lot of innovation around weather weather data um certainly huge part of it. Right. And so lots been changing with AI and the weather company and IBM so let's first start before we jump in, just a little background about what your team has created because a lot of fascinating things here. Go ahead. >>Yeah. So when the pandemic started, you know we looked at the data that we were seeing and of course in weather accuracy and accurate data is really important trusted data. And so we created a COVID-19 hub on our weather channel app and on weather.com. And essentially what it was is an aggregated area where consumers could get the most up to date information on covid cases, deaths in their area, trends see heat maps uh information from the C. D. C. And what was unique about it. It was to a local level. Right so state level information is helpful but we know that consumers uh me included. I need information around what's happening around me. And so we were able to bring this down to a county level which we thought was really helpful for consumers >>share as watching sports on tv. And recently, a few months ago, the Masters was on and you saw people getting back into real life, It's almost like a weather forecast. Now. You want to know what's going on in the pandemic. People are sharing that. They're getting the vaccine. Um, really interesting. And so I want to understand how this all came together with you guys. Is was it something that has a weather data, a bunch of geeks saying, hey, we should do this for companies, but take us to the thought process with their team. Was it like you saw this as value? How did you get to this? Because this is an interesting user benefit. I want to know the weather, I want to know if it's safe. These are kind of a psychology of a user expectation. How did you guys connect the dots here for this project? >>Well, we certainly do have a very passionate team of people, um some weather geeks included, um and you're absolutely right watching the Masters a few months ago was amazing to see, you know, some sense of normality happening here. But you know, we looked at, you know, IBM, the weather company, like, how do we help during this pandemic? And when we thought about it, we looked at there's an amazing gap of information. And as the weather channel, you know, what we do is bring together data, give people insights and help them make decisions with that. And so it was really part of our mission. It's always been that way to give information to keep people safe. And so all we did is took a different data set and provided the same thing. And so in this case, the covid data set, which we actually had to, you know, aggregate from different sources whether it was the C. D. C. The World Health Organization uh State governments or county governments to provide this to consumers. But it was really really natural for us because we know what consumers want. You know we all want information around where we live, right? And then we want to see like where our friends live, where our relatives live to make sure that they're okay. And then that enables people to make the decisions that are right for their family. And so it was really really natural for us to do that. And then of course we have the technology to be able to scale to hundreds of millions of people. Which is really important. >>It's not obvious until you actually think about that. It's so obvious. Congratulations. What a great innovation. What were the biggest challenges you guys had to face and how did you overcome it? Because I'm curious. I see you've got a lot of, lot of large scale data dealing with diversity of data with weather. What was the challenges with Covid? And how did you overcome it? >>So again, without a doubt it was the data because you're looking at one, we wanted that county level data. So you're looking at multiple sources. So how do we aggregate this data? So first finding that trusted source that that we could use. But then how do you pull it in in an automated way? And the challenge was it with the State Department, the county departments that data came in all kinds of formats. Some counties used maps, some use charts, some use pds to get that information. So we had to pull all this unstructured data, uh, and then that data was updated at different times. So some counties did it twice a day, some did it once day, different time zones. So that really made it challenging. And so then, you know, so what we did is this is where the power of A I really helps because a I can take all of that data, bring in and organize it and then we could put it back out to the consumer in a very digestible way. And so we were able to do that. We built an automated pipeline around that so we can make sure that it was updated. It was fresh and timely, which was really important. But without a doubt looking at that structured data and unstructured data and really helping it to make sense to the consumer was the biggest challenge. And what's interesting about it. Normally it would take us months to do something like that. I challenged the team to say we don't have months, we have days. They turned that around in eight days, which was just an amazing herculean feat. But that's really just the power of, as you said, passionate people coming together to do something so meaningful. >>I love the COVID-19 success stories when people rally around their passion and also their expertise. What was the technology to the team used? Because the theme here at IBM think is transformation innovation, scale. How did you move so fast to make that happen? >>So we move fast by our Ai capabilities and then using IBM cloud and so really there's four key components are like four teams that worked on it. So first there was the weather company team um and because we are a consumer division of IBM, we know what consumers want. So we understand the user experience and the design, but we also know how to build an A. P. I. That can scale because you're talking about being able to scale not only in a weather platform. So in the midst of covid weather still happened, so we still had severe weather record breaking hurricane season. And so those A. P. S. Have to scale to that volume. Then the second team was the AI team. So that used the Watson AI team mixed with the weather Ai team to again bring in that data to organize that data. Um And we used Watson NLP so natural natural language processing in order to create that automated pipeline. Then we had the corralled infrastructure so that platform team that built that architecture and that data repository on IBM cloud. And then the last team was our data privacy office. So making sure that that data was trusted that we have permission to use it uh and just know really that data governance. So it's all of that technology and all of those teams coming together to build this hub for consumers. Um And it worked I mean we would have about four million consumers looking at that hub every single day. Um and even like a year later we still have a couple million people that access that information. So it's really kind of become more like the weather checking the weather's come that daily habit. >>That's awesome. And I gotta I gotta imagine that these discoveries and innovations that was part of this transformation at scale have helped other ways outside the pandemic and you share how this is connected to um other benefits outside the pandemic. >>Yeah so absolutely um you know ai for businesses part of IBM strategy and so really helping organizations to help predict um you know to help take workloads and automate them. So they're high valued employees can work on you know other work. And also you know to bring that personalization to customers. You know, it's really a i when I look at it for my own part of a IBM with the weather company, three things where I'm using this technology. So the first one is around advertising. So the advertising industry is at a really um you know, pivotal part right now, a lot of turmoil and challenges because of privacy legislation because big tech companies are um you know, getting rid of tracking pixels that we normally use to drive the business. So we've created a suite of AI solutions for publishers for you know, different players within the ad tech space, um which is really important because it protects the open web, so like getting covid information or weather information, all of that is free information to the public. We just ask that you underwrite it by seeing advertising so we can keep it free. So those products protect the open red. So really, really important. Then on the consumer side of my business, within the weather channel, we actually used Watson Ai um to connect health with weather. So we know that there's that connection, some health um you know, issues that people have can be impacted by weather, like allergies and flew. So we've actually used Watson Ai to build a um Risk of flu that goes 15 days out. So we can tell people in your local area this one actually goes down to the zip code level, um the risk of flu in your area or the risk of allergies. So help to manage your symptoms, take your prescription. So, um that's a really interesting way. We're using AI and of course weather dot com and our apps are on IBM cloud, so we have this strong infrastructure to support that. And then lastly, you know, our weather forecasting has always been rooted in a i you take 100 different weather models, you apply ai to that to get the best and most accurate forecasts that you deliver. Um and so we are using these technologies every day to, you know, move our business forward and to provide, you know, weather services for people. >>I just love the automation and as users have smartphones and more instrumentation on their bodies, whether it's wearables, people will plan their day around the weather, and retail shops will have a benefit knowing what the stock and or not have on hand and how to adjust that. This, the classic edge computing paradigm, fascinating impact. You wouldn't think about that, but that's a pretty big deal. People are planning >>around >>the weather data and making that available is critical. >>Oh, absolutely. You know, every business needs a weather strategy because whether it impacts your supply chain, um agriculture, should I be watering today or not even around, you know, um, if you think about energy and power lines, you know, the vegetation growth over power lines can bring power lines down and it's a disruption, you know, to customers and power. So there's just when you start thinking about it, you're like, wow, whether really impacts every business, um, not to say just consumers in general and their daily lives. >>And uh, and there's a lot of cloud scale to that can help companies whether it's um be part of a better planet or smarter planet as it's been called, and help with with global warming. I mean, you think about this is all kind of been contextually relevant now more than ever. Super exciting. Um Great stuff. I want to get your take on outside of um the IBM response to the pandemic more broadly outside of the weather. What are you guys doing um to help? Are you guys doing anything else with industry? How could you talk a little bit more about IBM s response more broadly to the pandemic? >>Yeah so IBM has been you know working with government academia, industry is really from the beginning uh in several different ways. Um you know the first one of the first things we did is it opened up our intellectual property. So R. I. P. And our technology our supercomputing To help researchers really try to understand COVID-19 some of the treatments and possible cures so that's been really beneficial as it relates to that. Um Some other things though, that we're doing as well is we created a chat bots that companies and clients could use and this chat but could either be used to help train teachers because they have to work remotely or help other workers as well. Um and also the chatbots was helping as companies started to re enter back to the workforce and getting back to the office. So the chatbots been really helpful there. Um and then, you know, one of the things that we've been doing on the advertising side is we actually have helped the ad council with their vaccine campaign. Um It's up to you is the name of the campaign and we delivered a ad unit that can dynamically assemble a creative in real time to make sure that the right message was getting out the right time to the right person. So it's really helped to maximize that campaign to reach people um and encourage them if it's the right thing for them, you know where the vaccines are available. Um and that you know, they could take those. So a lot of great work that's going on within IBM. Um and actually the most recent thing just actually in the past month is we release the Digital Health Pass in cooperation with the state of new york. Um and this is a fantastic tool because it is a way for individuals to keep their private information around their vaccines or you know, some of the Covid test they've been having on a mobile device that's secure and we think that this is going to be really important as cities start to reopen um to have that information easily accessible. >>Uh sure, great insight, um great innovation navigating Covid 19 a lot of innovation transformation at IBM and obviously Watson and the weather company using AI and also, you know, when we come out of Covid post, post Covid as real life comes back, we're still going to be impacted. We're gonna have new innovations, new expectations, tracking, understanding what's going on, not just the weather. So thanks >>for absolutely great >>work. Um, awesome. Thank you. >>Great. Thanks john good to see you. >>Okay. This is the cubes coverage of IBM. Think I'm john for a host of the cube. Thanks for watching. Yeah.
SUMMARY :
of IBM think 2021 brought to you by IBM. and the weather company and IBM so let's first start before we jump in, And so we created a COVID-19 hub on our weather channel app And recently, a few months ago, the Masters was on and And as the weather channel, you know, what we do is bring together data, And how did you overcome it? So first finding that trusted source that that we How did you move so So making sure that that data was trusted that we have permission to and you share how this is connected to um other benefits outside So the advertising industry is at a really um you know, pivotal part right now, I just love the automation and as users have smartphones and more instrumentation on their bodies, So there's just when you start thinking about it, you're like, wow, I mean, you think about this is all kind of been contextually relevant now Um and that you know, AI and also, you know, when we come out of Covid post, post Covid as real life comes back, Um, awesome. Thanks john good to see you. Think I'm john for a host of the cube.
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IBM21 Talor Holloway VTT
>>from around the globe. It's the cube with digital >>coverage of IBM >>Think 2021 brought to >>you by IBM. Welcome back everyone to the cube coverage of IBM Think 2021 virtual um john for your host of the cube. Our next guest taylor Holloway. Chief technology officer at advent one. Tyler welcome to the cube from down under in Australia and we're in Palo alto California. How are you? >>Well thanks john thanks very much. Glad to be glad to be on here. >>Love love the virtual cube of the virtual events. We can get to talk to people really quickly with click um great conversation here around hybrid cloud, multi cloud and all things software enterprise before we get started. I wanna take a minute to explain what you guys do at advent one. What's the main focus? >>Yeah. So look we have a lot of customers in different verticals. Um so you know generally what we provide depends on the particular industry the customers in. But generally speaking we see a lot of demand for operational efficiency, helping our clients tackle cyber security risks, adopt cloud and set them up to modernize the applications. >>And this is this has been a big wave coming in for sure with, you know, cloud and scale. So I gotta ask you, what are the main challenges that you guys are solvent for your customers um and how are you helping them overcome come that way and transformative innovative way? >>Yeah, look, I think helping our clients um improve their security posture is a big one. We're finding as well that our customers are gaining a lot of operational efficiency by adopting sort of open source technology. Red Hearts, an important partner of ours is IBM um and we're seeing them sort of move away from some more proprietary solutions. Automation is a big focus for us as well. We've had some great outcomes with our clients or helping them automate um and you know deliver um, you know, the stand up and data operations of environments a lot quickly, a lot more easily. And uh and to be able to sort of apply some standards across multiple sort of areas of their estate. >>What are some of the solutions that you guys are doing with IBM's portfolio in the I. T. Infrastructure side? You got red hat, you got a lot of open source stuff to meet the needs of clients. What do you mean? What's that mean? >>Um Yeah, I think on the storage side will probably help our clients sort of tackle the expanding data in structured and particularly unstructured data they're trying to take control of so, you know, looking at spectrum scale and those type of products from an audio perspective for unstructured data is a good example. And so they're flash systems for more block storage and more run of the mill sort of sort of environments. We have helped our clients consolidate and modernize on IBM Power systems. Having Red Hat is both a UNIX operating system and having I can shift as a container platform really helps there. And Red Hat also provides management overlay, which has been great on what we do with IBM Power systems. We've been working on a few different sort of use cases on power in particular, sort of more recently. Um SAP Hana is a big one where we've had some success with our clients migrating Muhanna on to onto IBM power systems and we've also helped our customers, you know, improve some um some environments on the other end of the side, such as IBM I, we still have a large number of customers with with IBM I and and you know how do we help them? You know some of them are moving to cloud in one way or another others are consuming some kind of IRS and we can sort of wrap around a managed service to to help them through. >>So I gotta ask you the question, you know U. C. T. Oh you played a lot of technology actually kubernetes just become this lingua franca for this kind of like I'll call a middleware kind of orchestration layer uh containers. Obviously you're awesome but I gotta ask you when you walk into a client's environment you have to name names but you know usually you see kind of two pictures man, they need some serious help or they got their act together. So either way they're both opportunities for Hybrid cloud. How do you how do you how do you evaluate the environment when you go in, when you walk into those two scenarios? What goes through your mind? What some of the conversations that you guys have with those clients? Can you take me through a kind of day in the life of both scenarios? The ones that are like I can't get the job done, I'm so close in on the right team and the other ones, like we're grooving, we're kicking butt. >>Yeah. So look, let's start, well, I supposed to start off with you try and take somewhat of a technology agnostic view and just sort of sit down and listen to what they're trying to achieve, how they're going for customers who have got it. You know, as you say, all nailed down things are going really well. Um it's just really understanding what what can we do to help. Is there an opportunity for us to help at all like there? Um, you know, generally speaking, there's always going to be something and it may be, you know, we don't try and if someone is going really well, they might just want someone to help with a bespoke use case or something very specific where they need help. On the other end of the scale where a customer is sort of pretty early on and starting to struggle. We generally try and help them not boil the ocean at once. Just try and get some winds, pick some key use cases, you know, deliver some value back and then sort of growing from there rather than trying to go into a customer and trying to do everything at once tends to be a challenge. Just understand what the priorities are and help them get going. >>What's the impact been for red hat? Um, in your customer base, a lot of overlap. Some overlap, no overlap coming together. What's the general trend that you're seeing? What's the reaction been? >>Yeah I think it's been really good. Obviously IBM have a lot of focus on cloud packs where they're bringing their software on red hat open shift that will run on multiple clouds. So I think that's one that we'll see a lot more of overtime. Um Also helping customers automate their I. T. Operations with answerable is one we do quite a lot of um and there's some really bespoke use cases we've done with that as well as some standardized one. So helping with day two operations and all that sort of thing. But there's also some really sort of out there things customers have needed to automate. That's been a challenge for them and being able to use open source tools to do it has worked really well. We've had some good wins there, >>you know, I want to ask you about the architecture and I'm just some simplify it real just for the sake of devops, um you know, segmentation, you got hybrid clouds, take a programmable infrastructure and then you've got modern applications that need to have a I some have said, I've even said on the cube and other broadcasts that if you don't have a I you're gonna be at a handicap some machine learning, some data has to be in there. You can probably see aI and mostly everything as you go in and try to architect that out for customers um and help them get to a hybrid cloud infrastructure with real modern application front end with using data. What's what's the playbook, do you have any best practices or examples you can share or scenarios or visions that you see uh playing >>out? I think the yeah, the first one is obviously making sure customers data is in the right place. So if they might be wanting to use um some machine learning in one particular cloud provider and they've got a lot of their applications and data in another, you know, how do we help them make it mobile and able to move data from one cloud to another or back into court data center? So there's a lot of that. I think that we spend a lot of time with customers to try and get a right architecture and also how do we make sure it's secure from end to end. So if they're moving things from into multiple one or more public clouds as well as maybe in their own data center, making sure connectivity is all set up properly. All the security requirements are met. So I think we sort of look at it from a from a high level design point of view, we look at obviously what the target state is going to be versus the current state that really take into account security, performance, connectivity or those sort of things to make sure that they're going to have a good result. >>You know, one of the things you mentioned and this comes up a lot of my interviews with partners of IBM is they always comment about their credibility and all the other than the normal stuff. But one of the things that comes out a lot pretty much consistently is their experience in verticals. Uh just have such a track record in verticals and this is where AI and machine learning data has to be very much scoped in on the vertical. You can't generalize and have a general purpose data plane inside of vertically specialized kind of focus. How how do you see that evolving, how does IBM play there with this kind of the horizontally scalable mindset of a hybrid model, both on premise in the cloud, but that's still saying provide that that intimacy with the data to fuel the machine learning or NLP or power that AI, which seems to be critical. >>Yeah, I think there's a lot of services where, you know, public cloud providers are bringing out new services all the time and some of it is pre can and easy to consume. I think what IBM from what I've observed being really good at is handling some of those really bespoke use cases. So if you have a particular vertical with a challenge, um you know, there's going to be sort of things that are pre can that you can go and consume. But if you need to do something custom that could be quite challenging. How do they sort of build something that could be quite specific for a particular industry and then obviously being able to repeat that afterwards for us, that's obviously something we're very interested in. >>Yeah, taylor love chatting, whether you love getting the low down, also, people might not know your co author of a book performance guy with IBM Power Systems, so I gotta ask you, since I got you here and I don't mean to put you on the spot, but if you can just share your vision or any kind of anecdotal observation as people start to put together their architecture and again, you know, Beauty's in the eye of the beholder, every environment is different. But still, hybrid, distributed concept is distributed computing, Is there a KPI is there a best practice on as a manager or systems architect to kind of keep an eye on what what good is and how how good becomes better because the day to operations becomes a super important concept. We're seeing some called Ai ops where Okay, I'm provisioning stuff out on a hybrid Cloud operational environment. But now day two hits are things happen as more stuff entered into the equation. What's your vision on KPs and management? What to keep >>tracking? Yeah, I think obviously attention to detail is really important to be able to build things properly. A good KPI particularly managed service area that I'm curious that understanding is how often do you actually have to log into the systems that you're managing? So if you're logging in and recitation into servers and all this sort of stuff all the time, all of your automation and configuration management is not set up properly. So, really a good KPI an interesting one is how often do you log into things all the time if something went wrong, would you sooner go and build another one and shoot the one that failed or go and restore from backup? So thinking about how well things are automated. If things are immutable using infrastructure as code, those are things that I think are really important when you look at, how is something going to be scalable and easy to manage going forward. What I hate to see is where, you know, someone build something and automated all in the first place and they're too scared to run it again afterwards in case it breaks something. >>It's funny the next generation of leaders probably won't even know like, hey, yeah, taylor and john they had to log into systems back in the day. You know, I mean, I could be like a story they tell their kids. Uh but no, that's a good metric. This is this automation. So it's on the next level. Let's go the next level automation. Um what's the low hanging fruit for automation? Because you're getting at really the kind of the killer app there which is, you know, self healing systems, good networks that are programmable but automation will define more value. >>What's your take? I think the main thing is where you start to move from a model of being able to start small and automate individual things which could be patching or system provisioning or anything like that. But what you really want to get to is to be able to drive everything through. Get So instead of having a written up paper, change request, I'm going to change your system and all the rest of it. It really should be driven through a pull request and have things through it and and build pipelines to go and go and make a change running in development, make sure it's successful and then it goes and gets pushed into production. That's really where I think you want to get to and you can start to have a lot of people collaborating really well on this particular project or a customer that also have some sort of guard rails around what happens in some level of governance rather than being a free for >>all. Okay, final question. Where do you see event one headed? What's your future plans to continue to be a leader? I. T. Service by leader for this guy? BMS infrastructure portfolio? >>I think it comes down to people in the end, so really making sure that we partner with our clients and to be well positioned to understand what they want to achieve and and have the expertise in our team to bring to the table to help them do it. I think open source is a key enabler to help our clients adopt a hybrid cloud model to sort of touched on earlier as well as be able to make use of multiple clouds where it makes sense From a managed service perspective. I think everyone is really considering themselves next year managed service provider, but what that means for us is to provide a different, differentiated managed service and also have the strong technical expertise to back it up. >>Taylor Holloway, chief technology officer advent one remote videoing in from down under in Australia. I'm john ferrier and Palo alto with cube coverage of IBM thing. Taylor, thanks for joining me today from the cube. >>Thank you very much. >>Okay, cube coverage. Thanks for watching ever. Mhm
SUMMARY :
It's the cube with digital you by IBM. Glad to be glad to be on here. I wanna take a minute to explain what you guys do at advent one. Um so you know generally And this is this has been a big wave coming in for sure with, you know, cloud and scale. We've had some great outcomes with our clients or helping them automate um and you know deliver What are some of the solutions that you guys are doing with IBM's portfolio in the I. we still have a large number of customers with with IBM I and and you know how What some of the conversations that you guys have with those clients? there's always going to be something and it may be, you know, we don't try and if someone is going really well, What's the general trend that you're seeing? That's been a challenge for them and being able to use open source tools to do it has worked um you know, segmentation, you got hybrid clouds, take a programmable infrastructure and and they've got a lot of their applications and data in another, you know, how do we help them make it mobile and You know, one of the things you mentioned and this comes up a lot of my interviews with partners of IBM is they Yeah, I think there's a lot of services where, you know, public cloud providers are bringing out new services all the time and some since I got you here and I don't mean to put you on the spot, but if you can just share your vision or the time if something went wrong, would you sooner go and build another one and shoot the one that failed So it's on the next level. I think the main thing is where you start to move from a model of being able to Where do you see event one headed? I think it comes down to people in the end, so really making sure that we partner with our clients and I'm john ferrier and Palo alto with cube coverage of IBM Thanks for watching ever.
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IBM14 Brian Bouchard V2
>>From around the globe. It's the Cube with digital coverage of IBM think 2021 brought to you >>by IBM. Welcome back to the cubes coverage of IBM Think 2021 virtual. I'm john ferrier host of the Q. We've got a great guest here brian Bouchard, co founder president and ceo of Allah credit brian, great to see you um promoting it all the way from Puerto rico to Palo Alto. >>Great to >>see. First of all. Thanks for having me. I really appreciate the opportunity. >>Yeah great, Great to see you. Thanks for coming on. Um first of all, before we get into what you guys do and how this all ties in to think what do you guys do? It Alex Burnett, Why the name uh is good, you're at the top of the list and alphabetically, but tell us the secret behind the name and what you guys do. >>So first of all, a crochet is based on the root word alacrity, which means a prompt and will prompt a joyous prompt itude excuse me to achieve a common goal. So we ultimately our network of >>individuals with >>the traits of alacrity. So eloquent. So that's our name. >>Great. So what's your relation with IBM and how you guys been able to leverage the partnership program in the marketplace take us through the relationship >>so Well, first of all, L. A. Quartet is a platinum IBM business partner and was awarded recently the 2020 IBM north american Partner of the Year award. And we were selected among 1600 other business partners across North America. We've been actually a consulting an IT. consulting company for almost 20 years now and we were founded in 2002 in Palo Alto. And we have focused specifically on cybersecurity since 2013. What is >>Right, what are some of the things you guys are working on? Because obviously, you know, the business is hot right now, everyone's kind of looking at Covid saying we're gonna double down on the most critical projects and no time for leisurely activities when it comes to I T and cloud scale projects, you know, mission critical stuff is happening. What are you guys working on? >>So we're focused on cybersecurity. Our our security services really complement IBM suite of security solutions and cover the full spectrum from our research and penetration testing, which helps identify vulnerabilities before it reach occurs. And we also have managed security services which helps prevent detect and remediate attacks in real time. >>And then finally, we also have a security staffing division and a software resale division which kind of rounds out the full amount of offerings that we have to provide protection for our clients. >>What are some of the biggest challenges you guys have as a business and house IBM helping you address those? >>Well, as you know, john, we all know that the importance of cyber security in today's world, so it's increasing in both demand and importance and it's not expected to wait any time soon. Cyber attacks are on the rise and there's >>no >>Uh there's no expected end in sight to this and in fact just this week on 60 minutes, uh, the Jay Powell, the chairman of the Federal Reserve Board, he noted that cyber attacks were the number one threat to the stability of the US. economy. >>Also this week, >>a public school in Buffalo new york was hacked with ransomware >>and the school, this uh, >>the school district is just contemplating you're paying the ransom to the hackers. So there's literally thousands of these attacks happening every day, whether it's in a local school district or state government or an enterprise, even if you don't hear about them, they're happening. And adding to the complexity that the cyber Attackers pose is the complexity of the actual cybersecurity tools themselves. There isn't a single solution provider or single technology that could ensure a company security. Our customers need to work with many different companies and disconnected tools and processes to build an individual strategy that can adequately protect their organizations. >>You know, I love this conversation whenever I talked to practitioners, uh, cybersecurity, you know, first of all, they're super smart, usually cyber punks, and they also have some kind of eclectic background, but more importantly, is that there's different approaches in terms of what you hear. Do you do you put more if you add more firefighters so to speak, to put out the fires and solve the problems? Or do you spend your time preventing the fires from happening in the first place? You know, and you know, the buildings are burning down, Don't make a fire fire uh don't make would make fire resistance, you know, more of a priority. So there's less fires, not firefighters. So it's that balance. You throw more firefighters at the problem or do you make the supply or the material, the business fireproof? What's your take on that? >>Well, it kind of works >>both ways. I mean, we've seen customers want to, they really want choice. They >>wanna, in some >>cases they want to be the firefighter and in some cases they want the firefighter to come in and solve their problems. So >>the common problem set that we're seeing with our our customers encounter is that they struggle one with too many disparate tools and then they also have too much data being collected by all these disparate tools and then they have a lack of talent in their environment to manage their environment. So what we've done at Lacqua net is we've taken our cybersecurity practice and we've really uh specifically tailored our offerings to address these court challenges. So first to address the too many disparate tools problem, uh We've been recommending that our clients look at security platforms like the IBM cloud pack for security. The IBM cloud fax for security is built on a security platform that allows interoperability across various security tools using open standards. So our customers have been responding extremely positively to this approach and look at it as a way to future proof their investments >>and begin taking advantage of >>interoperability with >>hand tools integration. >>Talk about what you see your business going with with this because you know there's not a shortage of of need um demand. Um How are you guys flexing with the market? Uh What's the strategy are you going to use technology enablement? You're gonna more human driven brian how do you see your business of unfolding >>Well? Actually really good. We're doing very well. I mean obviously we've made the top business partner for IBM in 2020. Um we have some significant growth and a lot of interest I think we really attacked the market in a good strategy which was to help defragment the market if you will. There's a lot of point solutions and a lot of point vendors that you know they they spent uh specialize in one piece of the whole problem and what we've decided to do is find them the highest party list. Every see so and see IO has a tick list. So >>they have that >>you know uh first thing we need we need a sim we need a E. D. >>Are we need a >>managed service? We need um what's the third solution that we're doing? So we need some new talent in house. So we actually have the added that as well. So we added a security staffing uh division to help that piece of it as well. So to give you an idea of the cybersecurity market size, It was valued at 150 billion in 2019. And that is expected to grow to 300 billion by 2027. >>And Akron is well positioned to consolidate the many fragmented aspects of the security marketplace and offer our customers more integrated and easier to manage solutions. And we will continue to help our customers select the best suite of solutions to address all types of cyber security, cyber security threats. >>You know, it's such a really important point you're making because, you know, the tools just piled up in the tool shed, I call it like that, It's like, it's like you don't even know what's in there anymore and then you've got to support them, then the world's changed, get cloud native, the service area is increasing and then the CSOs are also challenged. Do I have any clouds? Do I build on? Do I optimize my development teams for AWS or Azure? Now, that's kind of a factor. So you have all this tooling going on? They're building their own stuff, they're building their own core competency. And yet the sea so still needs to be like maintaining kind of like a relevance list. That's almost like a stock market for the, for the products you're providing, that it sounds like you're providing that kind of service. >>Uh, yeah, as well. Right? We distill all of the products that are out there, there's thousands of cybersecurity products out there in the marketplace and we kind of do all that distillation for the customer we find using, you know, using a combination of things we use uh Forrester and Gartner and all the market analysts to shortlist are, are solutions that we offer customers. But then we also use our experience. And so through since 2013, we've been deploying these solutions across organizations and corporations across America and we've gained a large body of experience and we can take that experience and knowledge to our customers and help them make some good decisions. So they don't have to make them go through the pitfalls that many companies do when selecting these types of solutions. >>Well, congratulations, got a great business and uh you know, that's just a basic, starts making things easier for the sea. So more so they can be safe and secure in their environment. It's funny, you know, cyber warfare, you know the private company have to fight their own battles, going to build their own armies. Certainly the government's not helping them and they're confused even know how to handle all this stuff. So they didn't they need your service. I'm just curious as this continues to unfold and you start to see much more of a holistic view. What's the IBM angle in here? Why are you such a big partner of theirs? Is it because their customers are working with you? They're bringing you into business? Is it because you have an affinity towards some of their products? What's the connection with IBM, >>all of the above? So >>I think it probably started with our affinity to IBM P radar products and we have a we have a lot of expertise in that in that solution. Um, so >>that's that's where it >>started. And then I think I B. M. S leadership in this space has been, Yeah, >>remarkable. Really. So like what's happening now with the IBM compaq for security, building a security platform to allow all these points solutions to work together. Uh that's the road map we want to put our customers on because we believe that's the that's the future for this, this uh, this marketplace >>and the vision of hybrid cloud having that underpinning be with red hat, it's a Lennox Colonel model of >>all things you can you can run it on. Sure. I've been plowed uh aws it's portable. Yeah. All this openness, as you probably know, uh, cybersecurity is really a laggard in the security and the information technology space as far as adopting open standards and IBM is I think leading that charge and you'll be able to have a force multiplier >>uh >>with open standards in the space. >>Open innovation with open source is incredible. I mean if you if if open source can embrace a common platform and build that kind of control, playing and openness to allow thriving companies to just build out, then you have an entire hybrid distributed >>architecture. Yeah, well, I think companies want to use the best in breed. So when we, when we show these solutions to customers, they want the best in breed, they always say, I don't, when it comes to security, they don't want second best. They want the best that's out there because they're securing their crown jewels. So that makes sense. Um, so the problem is having all these different disparate solutions that are all top in their category, none of them talk to each other so we need to address that problem because without that being solved this is just going to be a more, it's going to compound the complexity of the problems we solve day to day, >>awesome, congratulations brian, great story. Um you know entrepreneur built a great business over the years um I think the products amazing, I think that's exactly what the market needs and it just shows you what the ecosystems all about. This is the power of the ecosystem. You know 1000 flowers are blooming, you got a great product. IBM is helping as well. Good partnership network effect builds in and and still a lot more to do. Congratulations. >>Absolutely. Okay thank you very much >>brian thanks >>for coming on the q appreciate it. I'm Sean Fourier with IBM thinks 2021 virtual coverage. Thanks for watching. Mhm.
SUMMARY :
of IBM think 2021 brought to you great to see you um promoting it all the way from Puerto rico to Palo Alto. I really appreciate the opportunity. Um first of all, before we get into what you guys do and So first of all, a crochet is based on the root word alacrity, which means a prompt the traits of alacrity. the marketplace take us through the relationship the 2020 IBM north american Partner of the Year award. Right, what are some of the things you guys are working on? And we also have managed security services which helps prevent detect and remediate out the full amount of offerings that we have to provide protection for our clients. Well, as you know, john, we all know that the importance of cyber security in today's Uh there's no expected end in sight to this and in fact just this week on 60 that the cyber Attackers pose is the complexity of the actual cybersecurity tools themselves. but more importantly, is that there's different approaches in terms of what you hear. I mean, we've seen customers want to, they really want choice. So So first to address the too many disparate Uh What's the strategy are you going to use technology enablement? to help defragment the market if you will. So to give you an idea of the cybersecurity select the best suite of solutions to address all types of cyber security, cyber security threats. the tools just piled up in the tool shed, I call it like that, It's like, it's like you don't even know what's in there anymore do all that distillation for the customer we find using, you know, using a combination of things we Certainly the government's not helping them and they're confused even know how to handle all a lot of expertise in that in that solution. And then I think I B. M. S leadership in this space has been, Uh that's the road map we want to put our customers on because we believe that's the All this openness, as you probably know, uh, cybersecurity build out, then you have an entire hybrid distributed none of them talk to each other so we need to address that problem because without that being solved this Um you know entrepreneur built a great Okay thank you very much for coming on the q appreciate it.
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John Roese, Dell Technologies & Chris Wolf, VMware | theCUBE on Cloud 2021
>>from around the globe. It's the Cube presenting Cuban Cloud brought to you by Silicon Angle. Welcome back to the live segment of the Cuban cloud. I'm Dave, along with my co host, John Ferrier. John Rose is here. He's the global C T o Dell Technologies. John, great to see you as always, Really appreciate >>it. Absolutely good to know. >>Hey, so we're gonna talk edge, you know, the the edge, it's it's estimated. It's a multi multi trillion dollar opportunity, but it's a highly fragmented, very complex. I mean, it comprises from autonomous vehicles and windmills, even retail stores outer space. And it's so it brings in a lot of really gnarly technical issues that we want to pick your brain on. Let me start with just what to you is edge. How do you think about >>it? Yeah, I think I mean, I've been saying for a while that edges the when you reconstitute Ike back out in the real world. You know, for 10 years we've been sucking it out of the real world, taking it out of factories, you know, nobody has an email server under their desk anymore. On that was because we could put it in data centers and cloud public clouds, and you know that that's been a a good journey. And then we realized, Wait a minute, all the data actually was being created out in the real world. And a lot of the actions that have to come from that data have to happen in real time in the real world. And so we realized we actually had toe reconstitute a nightie capacity out near where the data is created, consumed and utilized. And, you know, that turns out to be smart cities, smart factories. You know, uh, we're dealing with military apparatus. What you're saying, how do you put, you know, edges in tow, warfighting theaters or first responder environments? It's really anywhere that data exists that needs to be processed and understood and acted on. That isn't in a data center. So it's kind of one of these things. Defining edge is easier to find. What it isn't. It's anywhere that you're going to have. I t capacity that isn't aggregated into a public or private cloud data center. That seems to be the answer. So >>follow. Follow that. Follow the data. And so you've got these big issue, of course, is late and see people saying, Well, some applications or some use cases like autonomous vehicles. You have to make the decision locally. Others you can you can send back. And you, Kamal, is there some kind of magic algorithm the technical people used to figure out? You know what, the right approaches? Yeah, >>the good news is math still works and way spent a lot of time thinking about why you build on edge. You know, not all things belong at the edge. Let's just get that out of the way. And so we started thinking about what does belong at the edge, and it turns out there's four things you need. You know, if you have a real time responsiveness in the full closed loop of processing data, you might want to put it in an edge. But then you have to define real time, and real time varies. You know, real time might be one millisecond. It might be 30 milliseconds. It might be 50 milliseconds. It turns out that it's 50 milliseconds. You probably could do that in a co located data center pretty far away from those devices. One millisecond you better be doing it on the device itself. And so so the Leighton see around real time processing matters. And, you know, the other reasons interesting enough to do edge actually don't have to do with real time crossing they have to do with. There's so much data being created at the edge that if you just blow it all the way across the Internet, you'll overwhelm the Internets. We have need toe pre process and post process data and control the flow across the world. The third one is the I T. O T boundary that we all know. That was the I O t. Thing that we were dealing with for a long time. And the fourth, which is the fascinating one, is it's actually a place where you might want to inject your security boundaries, because security tends to be a huge problem and connected things because they're kind of dumb and kind of simple and kind of exposed. And if you protect them on the other end of the Internet, the surface area of protecting is enormous, so there's a big shift basically move security functions to the average. I think Gardner made up a term for called Sassy. You know, it's a pretty enabled edge, but these are the four big ones. We've actually tested that for probably about a year with customers. And it turns out that, you know, seems to hold If it's one of those four things you might want to think about an edge of it isn't it probably doesn't belong in >>it. John. I want to get your thoughts on that point. The security things huge. We talked about that last time at Del Tech World when we did an interview with the Cube. But now look at what's happened. Over the past few months, we've been having a lot of investigative reporting here at Silicon angle on the notion of misinformation, not just fake news. Everyone talks about that with the election, but misinformation as a vulnerability because you have now edge devices that need to be secured. But I can send misinformation to devices. So, you know, faking news could be fake data say, Hey, Tesla, drive off the road or, you know, do this on the other thing. So you gotta have the vulnerabilities looked at and it could be everything. Data is one of them. Leighton. See secure. Is there a chip on the device? Could you share your vision on how you see that being handled? Cause it's a huge >>problem. Yeah, this is this is a big deal because, you know, what you're describing is the fact that if data is everything, the flow of data ultimately turns into the flow of information that knowledge and wisdom and action. And if you pollute the data, if you could compromise it the most rudimentary levels by I don't know, putting bad data into a sensor or tricking the sensor which lots of people can dio or simulating a sensor, you can actually distort things like a I algorithms. You can introduce bias into them and then that's a That's a real problem. The solution to it isn't making the sensors smarter. There's this weird Catch 22 when you sense arise the world, you know you have ah, you know, finite amount of power and budget and the making sensors fatter and more complex is actually the wrong direction. So edges have materialized from that security dimension is an interesting augment to those connected things. And so imagine a world where you know your sensor is creating data and maybe have hundreds or thousands of sensors that air flowing into an edge compute layer and the edge compute layer isn't just aggregating it. It's putting context on it. It's metadata that it's adding to the system saying, Hey, that particular stream of telemetry came from this device, and I'm watching that device and Aiken score it and understand whether it's been compromised or whether it's trustworthy or whether it's a risky device and is that all flows into the metadata world the the overall understanding of not just the data itself, but where did it come from? Is it likely to be trustworthy? Should you score it higher or lower in your neural net to basically manipulate your algorithm? These kind of things were really sophisticated and powerful tools to protect against this kind of injection of false information at the sensor, but you could never do that at a sensor. You have to do it in a place that has more compute capacity and is more able to kind of enriched the data and enhance it. So that's why we think edges are important in that fourth characteristic of they aren't the security system of the sensor itself. But they're the way to make sure that there's integrity in the sense arised world before it reaches the Internet before it reaches the cloud data centers. >>So access to that metadata is access to the metadata is critical, and it's gonna be it's gonna be near real time, if not real time, right? >>Yeah, absolutely. And, you know, the important thing is, Well, I'll tell you this. You know, if you haven't figured this out by looking at cybersecurity issues, you know, compromising from the authoritative metadata is a really good compromise. If you could get that, you can manipulate things that a scale you've never imagined. Well, in this case, if the metadata is actually authoritatively controlled by the edge note the edge note is processing is determining whether or not this is trustworthy or not. Those edge nodes are not $5 parts, their servers, their higher end systems. And you can inject a lot more sophisticated security technology and you can have hardware root of trust. You can have, you know, mawr advanced. PK I in it, you can have a I engines watching the behavior of it, and again, you'd never do that in a sensor. But if you do it at the first step into the overall data pipeline, which is really where the edges materializing, you can do much more sophisticated things to the data. But you can also protect that thing at a level that you'd never be able to do to protect a smart lightbulb. A thermostat in your house? >>Uh, yes. So give us the playbook on how you see the evolution of the this mark. I'll see these air key foundational things, a distributed network and it's a you know I o t trends into industrial i o t vice versa. As a software becomes critical, what is the programming model to build the modern applications is something that I know. You guys talk to Michael Dell about this in the Cuban, everyone, your companies as well as everyone else. Its software define everything these days, right? So what is the software framework? How did people code on this? What's the application aware viewpoint on this? >>Yeah, this is, uh, that's unfortunately it's a very complex area that's got a lot of dimensions to it. Let me let me walk you through a couple of them in terms of what is the software framework for for For the edge. The first is that we have to separate edge platforms from the actual edge workload today too many of the edge dialogues or this amorphous blob of code running on an appliance. We call that an edge, and the reality is that thing is actually doing two things. It's, ah, platform of compute out in the real world and it's some kind of extension of the cloud data pipeline of the cloud Operating model. Instance, he added, A software probably is containerized code sitting on that edge platform. Our first principle about the software world is we have to separate those two things. You do not build your cloud your edge platform co mingled with the thing that runs on it. That's like building your app into the OS. That's just dumb user space. Colonel, you keep those two things separate. We have Thio start to enforce that discipline in the software model at the edges. The first principle, the second is we have to recognize that the edges are are probably best implemented in ways that don't require a lot of human intervention. You know, humans air bad when it comes to really complex distributed systems. And so what we're finding is that most of the code being pushed into production benefits from using things like kubernetes or container orchestration or even functional frameworks like, you know, the server list fast type models because those low code architectures generally our interface with via AP, eyes through CCD pipelines without a lot of human touch on it. And it turns out that, you know, those actually worked reasonably well because the edges, when you look at them in production, the code actually doesn't change very often, they kind of do singular things relatively well over a period of time. And if you can make that a fully automated function by basically taking all of the human intervention away from it, and if you can program it through low code interfaces or through automated interfaces, you take a lot of the risk out of the human intervention piece of this type environment. We all know that you know most of the errors and conditions that break things are not because the technology fails it because it's because of human being touches it. So in the software paradigm, we're big fans of more modern software paradigms that have a lot less touch from human beings and a lot more automation being applied to the edge. The last thing I'll leave you with, though, is we do have a problem with some of the edge software architectures today because what happened early in the i o t world is people invented kind of new edge software platforms. And we were involved in these, you know, edge X foundry, mobile edge acts, a crane. Oh, and those were very important because they gave you a set of functions and capabilities of the edge that you kind of needed in the early days. Our long term vision, though for edge software, is that it really needs to be the same code base that we're using in data centers and public clouds. It needs to be the same cloud stack the same orchestration level, the same automation level, because what you're really doing at the edge is not something that spoke. You're taking a piece of your data pipeline and you're pushing it to the edge and the other pieces are living in private data centers and public clouds, and you like they all operate under the same framework. So we're big believers in, like pushing kubernetes orchestration all the way to the edge, pushing the same fast layer all the way to the edge. And don't create a bespoke world of the edge making an extension of the multi cloud software framework >>even though the underlying the underlying hardware might change the microprocessor, GPU might change GP or whatever it is. Uh, >>by the way, that that's a really good reason to use these modern framework because the energies compute where it's not always next 86 underneath it, programming down at the OS level and traditional languages has an awful lot of hardware dependencies. We need to separate that because we're gonna have a lot of arm. We're gonna have a lot of accelerators a lot of deep. Use a lot of other stuff out there. And so the software has to be modern and able to support header genius computer, which a lot of these new frameworks do quite well, John. >>Thanks. Thanks so much for for coming on, Really? Spending some time with us and you always a great guest to really appreciate it. >>Going to be a great stuff >>of a technical edge. Ongoing room. Dave, this is gonna be a great topic. It's a clubhouse room for us. Well, technical edge section every time. Really. Thanks >>again, Jon. Jon Rose. Okay, so now we're gonna We're gonna move to the second part of our of our technical edge discussion. Chris Wolf is here. He leads the advanced architecture group at VM Ware. And that really means So Chris's looks >>at I >>think it's three years out is kind of his time. Arise. And so, you know, advanced architecture, Er and yeah. So really excited to have you here. Chris, can you hear us? >>Okay. Uh, >>can Great. Right. Great to see you again. >>Great >>to see you. Thanks for coming on. Really appreciate it. >>So >>we're talking about the edge you're talking about the things that you see way set it up is a multi trillion dollar opportunity. It's It's defined all over the place. Uh, Joey joke. It's Could be a windmill. You know, it could be a retail store. It could be something in outer space. Its's It's it's, you know, whatever is defined A factory, a military installation, etcetera. How do you look at the edge. And And how do you think about the technical evolution? >>Yeah, I think it is. It was interesting listening to John, and I would say we're very well aligned there. You know, we also would see the edge is really the place where data is created, processed and are consumed. And I think what's interesting here is that you have a number off challenges in that edges are different. So, like John was talking about kubernetes. And there's there's multiple different kubernetes open source projects that are trying to address thes different edge use cases, whether it's K three s or Cubbage or open your it or super edge. And I mean the list goes on and on, and the reason that you see this conflict of projects is multiple reasons. You have a platform that's not really designed to supported computing, which kubernetes is designed for data center infrastructure. Uh, first on then you have these different environments where you have some edge sites that have connectivity to the cloud, and you have some websites that just simply don't write whether it's an oil rig or a cruise ship. You have all these different use cases, so What we're seeing is you can't just say this is our edge platform and, you know, go consume it because it won't work. You actually have to have multiple flavors of your edge platform and decide. You know what? You should time first. From a market perspective, I >>was gonna ask you great to have you on. We've had many chest on the Cube during when we actually would go to events and be on the credit. But we appreciate you coming into our virtual editorial event will be doing more of these things is our software will be put in the work to do kind of a clubhouse model. We get these talks going and make them really valuable. But this one is important because one of the things that's come up all day and we kind of introduced earlier to come back every time is the standardization openness of how open source is going to extend out this this interoperability kind of vibe. And then the second theme is and we were kind of like the U S side stack come throwback to the old days. Uh, talk about Cooper days is that next layer, but then also what is going to be the programming model for modern applications? Okay, with the edge being obviously a key part of it. What's your take on that vision? Because that's a complex area certain a lot of a lot of software to be written, still to come, some stuff that need to be written today as well. So what's your view on How do you programs on the edge? >>Yeah, it's a It's a great question, John and I would say, with Cove it We have seen some examples of organizations that have been successful when they had already built an edge for the expectation of change. So when you have a truly software to find edge, you can make some of these rapid pivots quite quickly, you know. Example was Vanderbilt University had to put 1000 hospital beds in a parking garage, and they needed dynamic network and security to be able to accommodate that. You know, we had a lab testing company that had to roll out 400 testing sites in a matter of weeks. So when you can start tohave first and foremost, think about the edge as being our edge. Agility is being defined as you know, what is the speed of software? How quickly can I push updates? How quickly can I transform my application posture or my security posture in lieu of these types of events is super important. Now, if then if we walk that back, you know, to your point on open source, you know, we see open source is really, uh you know, the key enabler for driving edge innovation and driving in I S V ecosystem around that edge Innovation. You know, we mentioned kubernetes, but there's other really important projects that we're already seeing strong traction in the edge. You know, projects such as edge X foundry is seeing significant growth in China. That is, the core ejects foundry was about giving you ah, pass for some of your I o T aps and services. Another one that's quite interesting is the open source faith project in the Linux Foundation. And fate is really addressing a melody edge through a Federated M L model, which we think is the going to be the long term dominant model for localized machine learning training as we continue to see massive scale out to these edge sites, >>right? So I wonder if you could You could pick up on that. I mean, in in thinking about ai influencing at the edge. Um, how do you see that? That evolving? Uh, maybe You know what, Z? Maybe you could We could double click on the architecture that you guys see. Uh, progressing. >>Yeah, Yeah. Right now we're doing some really good work. A zai mentioned with the Fate project. We're one of the key contributors to the project. Today. We see that you need to expand the breath of contributors to these types of projects. For starters, uh, some of these, what we've seen is sometimes the early momentum starts in China because there is a lot of innovation associated with the edge there, and now it starts to be pulled a bit further West. So when you look at Federated Learning, we do believe that the emergence of five g I's not doesn't really help you to centralized data. It really creates the more opportunity to create, put more data and more places. So that's, you know, that's the first challenge that you have. But then when you look at Federated learning in general, I'd say there's two challenges that we still have to overcome organizations that have very sophisticated data. Science practices are really well versed here, and I'd say they're at the forefront of some of these innovations. But that's 1% of enterprises today. We have to start looking at about solutions for the 99% of enterprises. And I'd say even VM Ware partners such as Microsoft Azure Cognitive Services as an example. They've been addressing ML for the 99%. I say That's a That's a positive development. When you look in the open source community, it's one thing to build a platform, right? Look, we love to talk about platforms. That's the easy part. But it's the APS that run on that platform in the services that run on that platform that drive adoption. So the work that we're incubating in the VM, or CTO office is not just about building platforms, but it's about building the applications that are needed by say that 99% of enterprises to drive that adoption. >>So if you if you carry that through that, I infer from that Chris that the developers are ultimately gonna kind of win the edge or define the edge Um, How do you see that From their >>perspective? Yeah, >>I think its way. I like to look at this. I like to call a pragmatic Dev ops where the winning formula is actually giving the developer the core services that they need using the native tools and the native AP eyes that they prefer and that is predominantly open source. It would some cloud services as they start to come to the edge as well. But then, beyond that, there's no reason that I t operations can't have the tools that they prefer to use. A swell. So we see this coming together of two worlds where I t operations has to think even for differently about edge computing, where it's not enough to assume that I t has full control of all of these different devices and sensors and things that exists at the edge. It doesn't happen. Often times it's the lines of business that air directly. Deploying these types of infrastructure solutions or application services is a better phrase and connecting them to the networks at the edge. So what does this mean From a nightie operations perspective? We need tohave, dynamic discovery capabilities and more policy and automation that can allow the developers to have the velocity they want but still have that consistency of security, agility, networking and all of the other hard stuff that somebody has to solve. And you can have the best of both worlds here. >>So if Amazon turned the data center into an A P I and then the traditional, you know, vendors sort of caught up or catching up and trying to do in the same premise is the edge one big happy I Is it coming from the cloud? Is it coming from the on Prem World? How do you see that evolving? >>Yes, that's the question and races on. Yeah, but it doesn't. It doesn't have to be exclusive in one way or another. The VM Ware perspective is that, you know, we can have a consistent platform for open source, a consistent platform for cloud services. And I think the key here is this. If you look at the partnerships we've been driving, you know, we've on boarded Amazon rds onto our platform. We announced the tech preview of Azure Arc sequel database as a service on our platform as well. In addition, toe everything we're doing with open source. So the way that we're looking at this is you don't wanna make a bet on an edge appliance with one cloud provider. Because what happens if you have a business partner that says I am a line to Google or on the line to AWS? So I want to use this open source. Our philosophy is to virtualized the edge so that software can dictate, you know, organizations velocity at the end of the day. >>Yeah. So, Chris, you come on, you're you're an analyst at Gartner. You know us. Everything is a zero sum game, but it's but But life is not like that, right? I mean, there's so much of an incremental opportunity, especially at the edge. I mean, the numbers are mind boggling when when you look at it, >>I I agree wholeheartedly. And I think you're seeing a maturity in the vendor landscape to where we know we can't solve all the problems ourselves and nobody can. So we have to partner, and we have to to your earlier point on a P. I s. We have to build external interfaces in tow, our platforms to make it very easy for customers have choice around ice vendors, partners and so on. >>So, Chris, I gotta ask you since you run the advanced technology group in charge of what's going on there, will there be a ship and focus on mawr ships at the edge with that girl singer going over to intel? Um, good to see Oh, shit, so to speak. Um, all kidding aside, but, you know, patch leaving big news around bm where I saw some of your tweets and you laid out there was a nice tribute, pat, but that's gonna be cool. That's gonna be a didn't tell. Maybe it's more more advanced stuff there. >>Yeah, I think >>for people pats staying on the VMRO board and to me it's it's really think about it. I mean, Pat was part of the team that brought us the X 86 right and to come back to Intel as the CEO. It's really the perfect book end to his career. So we're really sad to see him go. Can't blame him. Of course it's it's a It's a nice chapter for Pat, so totally understand that. And we prior to pack going to Intel, we announced major partnerships within video last year, where we've been doing a lot of work with >>arm. So >>thio us again. We see all of this is opportunity, and a lot of the advanced development projects were running right now in the CTO office is about expanding that ecosystem in terms of how vendors can participate, whether you're running an application on arm, whether it's running on X 86 or whatever, it's running on what comes next, including a variety of hardware accelerators. >>So is it really? Is that really irrelevant to you? I mean, you heard John Rose talk about that because it's all containerized is it is. It is a technologies. Is it truly irrelevant? What processor is underneath? And what underlying hardware architectures there are? >>No, it's not. You know it's funny, right? Because we always want to say these things like, Well, it's just a commodity, but it's not. You didn't then be asking the hardware vendors Thio pack up their balls and go home because there's just nothing nothing left to do, and we're seeing actually quite the opposite where there's this emergence and variety of so many hardware accelerators. So even from an innovation perspective, for us. We're looking at ways to increase the velocity by which organizations can take advantage of these different specialized hardware components, because that's that's going to continue to be a race. But the real key is to make it seamless that an application could take advantage of these benefits without having to go out and buy all of this different hardware on a per application basis. >>But if you do make bets, you can optimize for that architecture, true or not, I mean, our estimate is that the you know the number of wafer is coming out of arm based, you know, platforms is 10 x x 86. And so it appears that, you know, from a cost standpoint, that's that's got some real hard decisions to make. Or maybe maybe they're easy decisions, I don't know. But so you have to make bets, Do you not as a technologist and try to optimize for one of those architectures, even though you have to hedge those bets? >>Yeah, >>we do. It really boils down to use cases and seeing, you know, what do you need for a particular use case like, you know, you mentioned arm, you know, There's a lot of arm out at the edge and on smaller form factor devices. Not so much in the traditional enterprise data center today. So our bets and a lot of the focus there has been on those types of devices. And again, it's it's really the It's about timing, right? The customer demand versus when we need to make a particular move from an innovation >>perspective. It's my final question for you as we wrap up our day here with Great Cuban Cloud Day. What is the most important stories in in the cloud tech world, edge and or cloud? And you think people should be paying attention to that will matter most of them over the next few years. >>Wow, that's a huge question. How much time do we have? Not not enough. A >>architect. Architectural things. They gotta focus on a lot of people looking at this cove it saying I got to come out with a growth strategy obvious and clear, obvious things to see Cloud >>Yeah, yeah, let me let me break it down this way. I think the most important thing that people have to focus on >>is deciding How >>do they when they build architectures. What does the reliance on cloud services Native Cloud Services so far more proprietary services versus open source technologies such as kubernetes and the SV ecosystem around kubernetes. You know, one is an investment in flexibility and control, lots of management and for your intellectual property, right where Maybe I'm building this application in the cloud today. But tomorrow I have to run it out at the edge. Or I do an acquisition that I just wasn't expecting, or I just simply don't know. Sure way. Sure hope that cova doesn't come around again or something like it, right as we get past this and navigate this today. But architect ng for the expectation of change is really important and having flexibility of round your intellectual property, including flexibility to be able to deploy and run on different clouds, especially as you build up your different partnerships. That's really key. So building a discipline to say you know what >>this is >>database as a service, it's never going to define who I am is a business. It's something I have to do is an I T organization. I'm consuming that from the cloud This part of the application sacked that defines who I am is a business. My active team is building this with kubernetes. And I'm gonna maintain more flexibility around that intellectual property. The strategic discipline to operate this way among many of >>enterprise customers >>just hasn't gotten there yet. But I think that's going to be a key inflection point as we start to see. You know, these hybrid architectures continue to mature. >>Hey, Chris. Great stuff, man. Really appreciate you coming on the cube and participate in the Cuban cloud. Thank you for your perspectives. >>Great. Thank you very much. Always a pleasure >>to see you. >>Thank you, everybody for watching this ends the Cuban Cloud Day. Volonte and John Furry. All these sessions gonna be available on demand. All the write ups will hit silicon angle calm. So check that out. We'll have links to this site up there and really appreciate you know, you attending our our first virtual editorial >>event again? >>There's day Volonte for John Ferrier in the entire Cube and Cuba and Cloud Team >>Q 3 65. Thanks >>for watching. Mhm
SUMMARY :
John, great to see you as always, Really appreciate Hey, so we're gonna talk edge, you know, the the edge, it's it's estimated. And a lot of the actions that have to come from that data have to happen in real time in the real world. Others you can you can send back. And the fourth, which is the fascinating one, is it's actually a place where you might want to inject your security drive off the road or, you know, do this on the other thing. information at the sensor, but you could never do that at a sensor. And, you know, the important thing is, Well, I'll tell you this. So give us the playbook on how you see the evolution of the this mark. of functions and capabilities of the edge that you kind of needed in the early days. GPU might change GP or whatever it is. And so the software has to Spending some time with us and you always a great It's a clubhouse room for us. move to the second part of our of our technical edge discussion. So really excited to have you here. Great to see you again. to see you. How do you look at the edge. And I mean the list goes on and on, and the reason that you see this conflict of projects is But we appreciate you coming into our virtual editorial event if then if we walk that back, you know, to your point on open source, you know, we see open source is really, click on the architecture that you guys see. So that's, you know, that's the first challenge that you have. And you can have the best of both worlds here. If you look at the partnerships we've been driving, you know, we've on boarded Amazon rds I mean, the numbers are mind boggling when when can't solve all the problems ourselves and nobody can. all kidding aside, but, you know, patch leaving big news around bm where I It's really the perfect book end to his career. So in the CTO office is about expanding that ecosystem in terms of how vendors can I mean, you heard John Rose talk about that But the real key is to make it seamless that an application could take advantage of I mean, our estimate is that the you know the number of wafer is coming out of arm based, It really boils down to use cases and seeing, you know, what do you need for a particular use case And you think people should be paying attention to that will matter most of them How much time do we have? They gotta focus on a lot of people looking at this cove it saying I got to come I think the most important thing that people have to focus on So building a discipline to say you know I'm consuming that from the cloud This part of the application sacked that defines who I am is a business. But I think that's going to be a key inflection point as we start to see. Really appreciate you coming on the cube and participate in the Cuban Thank you very much. We'll have links to this site up there and really appreciate you know, you attending our our first for watching.
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theCube On Cloud 2021 - Kickoff
>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle, everybody to Cuban cloud. My name is Dave Volonte, and I'll be here throughout the day with my co host, John Ferrier, who was quarantined in an undisclosed location in California. He's all good. Don't worry. Just precautionary. John, how are you doing? >>Hey, great to see you. John. Quarantine. My youngest daughter had covitz, so contact tracing. I was negative in quarantine at a friend's location. All good. >>Well, we wish you the best. Yeah, well, right. I mean, you know what's it like, John? I mean, you're away from your family. Your basically shut in, right? I mean, you go out for a walk, but you're really not in any contact with anybody. >>Correct? Yeah. I mean, basically just isolation, Um, pretty much what everyone's been kind of living on, kind of suffering through, but hopefully the vaccines are being distributed. You know, one of the things we talked about it reinvent the Amazon's cloud conference. Was the vaccine on, but just the whole workflow around that it's gonna get better. It's kind of really sucky. Here in the California area, they haven't done a good job, a lot of criticism around, how that's rolling out. And, you know, Amazon is now offering to help now that there's a new regime in the U. S. Government S o. You know, something to talk about, But certainly this has been a terrible time for Cove it and everyone in the deaths involved. But it's it's essentially pulled back the covers, if you will, on technology and you're seeing everything. Society. In fact, um, well, that's big tech MIT disinformation campaigns. All these vulnerabilities and cyber, um, accelerated digital transformation. We'll talk about a lot today, but yeah, it's totally changed the world. And I think we're in a new generation. I think this is a real inflection point, Dave. You know, modern society and the geo political impact of this is significant. You know, one of the benefits of being quarantined you'd be hanging out on these clubhouse APS, uh, late at night, listening to experts talk about what's going on, and it's interesting what's happening with with things like water and, you know, the island of Taiwan and China and U. S. Sovereignty, data, sovereignty, misinformation. So much going on to talk about. And, uh, meanwhile, companies like Mark injuries in BC firm starting a media company. What's going on? Hell freezing over. So >>we're gonna be talking about a lot of that stuff today. I mean, Cuba on cloud. It's our very first virtual editorial event we're trying to do is bring together our community. It's a it's an open forum and we're we're running the day on our 3 65 software platform. So we got a great lineup. We got CEO Seo's data Practitioners. We got a hard core technologies coming in, cloud experts, investors. We got some analysts coming in and we're creating this day long Siri's. And we've got a number of sessions that we've developed and we're gonna unpack. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy new administration. What does that mean for tech and for big tech in General? John, what can you add to that? >>Well, I think one of the things that we talked about Cove in this personal impact to me but other people as well. One of the things that people are craving right now is information factual information, truth texture that we call it. But hear this event for us, Davis, our first inaugural editorial event. Robbo, Kristen, Nicole, the entire Cube team Silicon angle, really trying to put together Morva cadence we're gonna doom or of these events where we can put out feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires with people making things happen. But it's often the people under there that are the rial newsmakers amid savory, for instance, that Google one of the most impressive technical people, he's gotta talk. He's gonna present democratization of software development in many Mawr riel people making things happen. And I think there's a communal element. We're going to do more of these. Obviously, we have, uh, no events to go to with the Cube. So we have the cube virtual software that we have been building and over years and now perfecting and we're gonna introduce that we're gonna put it to work, their dog footing it. We're gonna put that software toe work. We're gonna do a lot mawr virtual events like this Cuban cloud Cuban startup Cuban raising money. Cuban healthcare, Cuban venture capital. Always think we could do anything. Question is, what's the right story? What's the most important stories? Who's telling it and increase the aperture of the lens of the industry that we have and and expose that and fastest possible. That's what this software, you'll see more of it. So it's super exciting. We're gonna add new features like pulling people up on stage, Um, kind of bring on the clubhouse vibe and more of a community interaction with people to meet each other, and we'll roll those out. But the goal here is to just showcase it's cloud story in a way from people that are living it and providing value. So enjoy the day is gonna be chock full of presentations. We're gonna have moderated chat in these sessions, so it's an all day event so people can come in, drop out, and also that's everything's on demand immediately after the time slot. But you >>want to >>participate, come into the time slot into the cube room or breakout session. Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. So >>when you're in that home page when you're watching, there's a hero video there. Beneath that, there's a calendar, and you'll see that red line is that red horizontal line of vertical line is rather, it's a linear clock that will show you where we are in the day. If you click on any one of those sessions that will take you into the chat, we'll take you through those in a moment and share with you some of the guests that we have upcoming and and take you through the day what I wanted to do. John is trying to set the stage for the conversations that folks are gonna here today. And to do that, I wanna ask the guys to bring up a graphic. And I want to talk to you, John, about the progression of cloud over time and maybe go back to the beginning and review the evolution of cloud and then really talk a little bit about where we think it Z headed. So, guys, if you bring up that graphic when a W S announced s three, it was March of 2000 and six. And as you recall, John you know, nobody really. In the vendor and user community. They didn't really pay too much attention to that. And then later that year, in August, it announced E C two people really started. They started to think about a new model of computing, but they were largely, you know, chicken tires. And it was kind of bleeding edge developers that really leaned in. Um what? What were you thinking at the time? When when you saw, uh, s three e c to this retail company coming into the tech world? >>I mean, I thought it was totally crap. I'm like, this is terrible. But then at that time, I was thinking working on I was in between kind of start ups and I didn't have a lot of seed funding. And then I realized the C two was freaking awesome. But I'm like, Holy shit, this is really great because I don't need to pay a lot of cash, the Provisional Data center, or get a server. Or, you know, at that time, state of the art startup move was to buy a super micro box or some sort of power server. Um, it was well past the whole proprietary thing. But you have to assemble probably anyone with 5 to 8 grand box and go in, and we'll put a couple ghetto rack, which is basically, uh, you know, you put it into some coasting location. It's like with everybody else in the tech ghetto of hosting, still paying monthly fees and then maintaining it and provisioning that's just to get started. And then Amazon was just really easy. And then from there you just It was just awesome. I just knew Amazon would be great. They had a lot of things that they had to fix. You know, custom domains and user interface Council got better and better, but it was awesome. >>Well, what we really saw the cloud take hold from my perspective anyway, was the financial crisis in, you know, 709 It put cloud on the radar of a number of CFOs and, of course, shadow I T departments. They wanted to get stuff done and and take I t in in in, ah, pecs, bite sized chunks. So it really was. There's cloud awakening and we came out of that financial crisis, and this we're now in this 10 year plus boom um, you know, notwithstanding obviously the economic crisis with cove it. But much of it was powered by the cloud in the decade. I would say it was really about I t transformation. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, >>and it >>creates this mandate to go digital. So you've you've said a lot. John has pulled forward. It's accelerated this industry transformation. Everybody talks about that, but and we've highlighted it here in this graphic. It probably would have taken several more years to mature. But overnight you had this forced march to digital. And if you weren't a digital business, you were kind of out of business. And and so it's sort of here to stay. How do you see >>You >>know what this evolution and what we can expect in the coming decades? E think it's safe to say the last 10 years defined by you know, I t transformation. That's not gonna be the same in the coming years. How do you see it? >>It's interesting. I think the big tech companies are on, but I think this past election, the United States shows um, the power that technology has. And if you look at some of the main trends in the enterprise specifically around what clouds accelerating, I call the second wave of innovations coming where, um, it's different. It's not what people expect. Its edge edge computing, for instance, has talked about a lot. But industrial i o t. Is really where we've had a lot of problems lately in terms of hacks and malware and just just overall vulnerabilities, whether it's supply chain vulnerabilities, toe actual disinformation, you know, you know, vulnerabilities inside these networks s I think this network effects, it's gonna be a huge thing. I think the impact that tech will have on society and global society geopolitical things gonna be also another one. Um, I think the modern application development of how applications were written with data, you know, we always been saying this day from the beginning of the Cube data is his integral part of the development process. And I think more than ever, when you think about cloud and edge and this distributed computing paradigm, that cloud is now going next level with is the software and how it's written will be different. You gotta handle things like, where's the compute component? Is it gonna be at the edge with all the server chips, innovations that Amazon apple intel of doing, you're gonna have compute right at the edge, industrial and kind of human edge. How does that work? What's Leighton see to that? It's it really is an edge game. So to me, software has to be written holistically in a system's impact on the way. Now that's not necessarily nude in the computer science and in the tech field, it's just gonna be deployed differently. So that's a complete rewrite, in my opinion of the software applications. Which is why you're seeing Amazon Google VM Ware really pushing Cooper Netease and these service messes in the micro Services because super critical of this technology become smarter, automated, autonomous. And that's completely different paradigm in the old full stack developer, you know, kind of model. You know, the full stack developer, his ancient. There's no such thing as a full stack developer anymore, in my opinion, because it's a half a stack because the cloud takes up the other half. But no one wants to be called the half stack developer because it doesn't sound as good as Full Stack, but really Cloud has eliminated the technology complexity of what a full stack developer used to dio. Now you can manage it and do things with it, so you know, there's some work to done, but the heavy lifting but taking care of it's the top of the stack that I think is gonna be a really critical component. >>Yeah, and that that sort of automation and machine intelligence layer is really at the top of the stack. This this thing becomes ubiquitous, and we now start to build businesses and new processes on top of it. I wanna I wanna take a look at the Big Three and guys, Can we bring up the other The next graphic, which is an estimate of what the revenue looks like for the for the Big three. And John, this is I asked and past spend for the Big Three Cloud players. And it's It's an estimate that we're gonna update after earning seasons, and I wanna point a couple things out here. First is if you look at the combined revenue production of the Big Three last year, it's almost 80 billion in infrastructure spend. I mean, think about that. That Z was that incremental spend? No. It really has caused a lot of consolidation in the on Prem data center business for guys like Dell. And, you know, um, see, now, part of the LHP split up IBM Oracle. I mean, it's etcetera. They've all felt this sea change, and they had to respond to it. I think the second thing is you can see on this data. Um, it's true that azure and G C P they seem to be growing faster than a W s. We don't know the exact numbers >>because >>A W S is the only company that really provides a clean view of i s and pass. Whereas Microsoft and Google, they kind of hide the ball in their numbers. I mean, I don't blame them because they're behind, but they do leave breadcrumbs and clues about growth rates and so forth. And so we have other means of estimating, but it's it's undeniable that azure is catching up. I mean, it's still quite distance the third thing, and before I want to get your input here, John is this is nuanced. But despite the fact that Azure and Google the growing faster than a W s. You can see those growth rates. A W s I'll call this out is the only company by our estimates that grew its business sequentially last quarter. Now, in and of itself, that's not significant. But what is significant is because AWS is so large there $45 billion last year, even if the slower growth rates it's able to grow mawr and absolute terms than its competitors, who are basically flat to down sequentially by our estimates. Eso So that's something that I think is important to point out. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, well, nonetheless, Microsoft in particular, they're they're closing the gap steadily, and and we should talk more about the competitive dynamics. But I'd love to get your take on on all this, John. >>Well, I mean, the clouds are gonna win right now. Big time with the one the political climate is gonna be favoring Big check. But more importantly, with just talking about covert impact and celebrating the digital transformation is gonna create a massive rising tide. It's already happening. It's happening it's happening. And again, this shift in programming, uh, models are gonna really kinda accelerating, create new great growth. So there's no doubt in my mind of all three you're gonna win big, uh, in the future, they're just different, You know, the way they're going to market position themselves, they have to be. Google has to be a little bit different than Amazon because they're smaller and they also have different capabilities, then trying to catch up. So if you're Google or Microsoft, you have to have a competitive strategy to decide. How do I wanna ride the tide If you will put the rising tide? Well, if I'm Amazon, I mean, if I'm Microsoft and Google, I'm not going to try to go frontal and try to copy Amazon because Amazon is just pounding lead of features and scale and they're different. They were, I would say, take advantage of the first mover of pure public cloud. They really awesome. It passed and I, as they've integrated in Gardner, now reports and integrated I as and passed components. So Gardner finally got their act together and said, Hey, this is really one thing. SAS is completely different animal now Microsoft Super Smart because they I think they played the right card. They have a huge installed base converted to keep office 3 65 and move sequel server and all their core jewels into the cloud as fast as possible, clarified while filling in the gaps on the product side to be cloud. So you know, as you're doing trends job, they're just it's just pedal as fast as you can. But Microsoft is really in. The strategy is just go faster trying. Keep pedaling fast, get the features, feature velocity and try to make it high quality. Google is a little bit different. They have a little power base in terms of their network of strong, and they have a lot of other big data capabilities, so they have to use those to their advantage. So there is. There is there is competitive strategy game application happening with these companies. It's not like apples, the apples, In my opinion, it never has been, and I think that's funny that people talk about it that way. >>Well, you're bringing up some great points. I want guys bring up the next graphic because a lot of things that John just said are really relevant here. And what we're showing is that's a survey. Data from E. T. R R Data partners, like 1400 plus CEOs and I T buyers and on the vertical axis is this thing called Net score, which is a measure of spending momentum. And the horizontal axis is is what's called market share. It's a measure of the pervasiveness or, you know, number of mentions in the data set. There's a couple of key points I wanna I wanna pick up on relative to what John just said. So you see A W S and Microsoft? They stand alone. I mean, they're the hyper scale er's. They're far ahead of the pack and frankly, they have fall down, toe, lose their lead. They spend a lot on Capex. They got the flywheel effects going. They got both spending velocity and large market shares, and so, but they're taking a different approach. John, you're right there living off of their SAS, the state, their software state, Andi, they're they're building that in to their cloud. So they got their sort of a captive base of Microsoft customers. So they've got that advantage. They also as we'll hear from from Microsoft today. They they're building mawr abstraction layers. Andy Jassy has said We don't wanna be in that abstraction layer business. We wanna have access to those, you know, fine grain primitives and eso at an AP level. So so we can move fast with the market. But but But so those air sort of different philosophies, John? >>Yeah. I mean, you know, people who know me know that I love Amazon. I think their product is superior at many levels on in its way that that has advantages again. They have a great sass and ecosystem. They don't really have their own SAS play, although they're trying to add some stuff on. I've been kind of critical of Microsoft in the past, but one thing I'm not critical of Microsoft, and people can get this wrong in the marketplace. Actually, in the journalism world and also in just some other analysts, Microsoft has always had large scale eso to say that Microsoft never had scale on that Amazon owned the monopoly on our franchise on scales wrong. Microsoft had scale from day one. Their business was always large scale global. They've always had infrastructure with MSN and their search and the distributive how they distribute browsers and multiple countries. Remember they had the lock on the operating system and the browser for until the government stepped in in 1997. And since 1997 Microsoft never ever not invested in infrastructure and scale. So that whole premise that they don't compete well there is wrong. And I think that chart demonstrates that there, in there in the hyper scale leadership category, hands down the question that I have. Is that there not as good and making that scale integrate in because they have that legacy cards. This is the classic innovator's dilemma. Clay Christensen, right? So I think they're doing a good job. I think their strategy sound. They're moving as fast as they can. But then you know they're not gonna come out and say We don't have the best cloud. Um, that's not a marketing strategy. Have to kind of hide in this and get better and then double down on where they're winning, which is. Clients are converting from their legacy at the speed of Microsoft, and they have a huge client base, So that's why they're stopping so high That's why they're so good. >>Well, I'm gonna I'm gonna give you a little preview. I talked to gear up your f Who's gonna come on today and you'll see I I asked him because the criticism of Microsoft is they're, you know, they're just good enough. And so I asked him, Are you better than good enough? You know, those are fighting words if you're inside of Microsoft, but so you'll you'll have to wait to see his answer. Now, if you guys, if you could bring that that graphic back up I wanted to get into the hybrid zone. You know where the field is. Always got >>some questions coming in on chat, Dave. So we'll get to those >>great Awesome. So just just real quick Here you see this hybrid zone, this the field is bunched up, and the other companies who have a large on Prem presence and have been forced to initiate some kind of coherent cloud strategy included. There is Michael Michael, multi Cloud, and Google's there, too, because they're far behind and they got to take a different approach than a W s. But as you can see, so there's some real progress here. VM ware cloud on AWS stands out, as does red hat open shift. You got VM Ware Cloud, which is a VCF Cloud Foundation, even Dell's cloud. And you'd expect HP with Green Lake to be picking up momentum in the future quarters. And you've got IBM and Oracle, which there you go with the innovator's dilemma. But there, at least in the cloud game, and we can talk about that. But so, John, you know, to your point, you've gotta have different strategies. You're you're not going to take out the big too. So you gotta play, connect your print your on Prem to your cloud, your hybrid multi cloud and try to create new opportunities and new value there. >>Yeah, I mean, I think we'll get to the question, but just that point. I think this Zeri Chen's come on the Cube many times. We're trying to get him to come on lunch today with Features startup, but he's always said on the Q B is a V C at Greylock great firm. Jerry's Cloud genius. He's been there, but he made a point many, many years ago. It's not a winner. Take all the winner. Take most, and the Big Three maybe put four or five in there. We'll take most of the markets here. But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second tier cloud, large scale model. I don't want to say tear to cloud. It's coming to sound like a sub sub cloud, but a new category of cloud on cloud, right? So meaning if you get a snowflake, did I think this is a tale? Sign to what's coming. VM Ware Cloud is a native has had huge success, mainly because Amazon is essentially enabling them to be successful. So I think is going to be a wave of a more of a channel model of indirect cloud build out where companies like the Cube, potentially for media or others, will build clouds on top of the cloud. So if Google, Microsoft and Amazon, whoever is the first one to really enable that okay, we'll do extremely well because that means you can compete with their scale and create differentiation on top. So what snowflake did is all on Amazon now. They kind of should go to azure because it's, you know, politically correct that have multiple clouds and distribution and business model shifts. But to get that kind of performance they just wrote on Amazon. So there's nothing wrong with that. Because you're getting paid is variable. It's cap ex op X nice categorization. So I think that's the way that we're watching. I think it's super valuable, I think will create some surprises in terms of who might come out of the woodwork on be a leader in a category. Well, >>your timing is perfect, John and we do have some questions in the chat. But before we get to that, I want to bring in Sargi Joe Hall, who's a contributor to to our community. Sargi. Can you hear us? All right, so we got, uh, while >>bringing in Sarpy. Let's go down from the questions. So the first question, Um, we'll still we'll get the student second. The first question. But Ronald ask, Can a vendor in 2021 exist without a hybrid cloud story? Well, story and capabilities. Yes, they could live with. They have to have a story. >>Well, And if they don't own a public cloud? No. No, they absolutely cannot. Uh hey, Sergey. How you doing, man? Good to see you. So, folks, let me let me bring in Sergeant Kohala. He's a He's a cloud architect. He's a practitioner, He's worked in as a technologist. And there's a frequent guest on on the Cube. Good to see you, my friend. Thanks for taking the time with us. >>And good to see you guys to >>us. So we were kind of riffing on the competitive landscape we got. We got so much to talk about this, like, it's a number of questions coming in. Um, but Sargi we wanna talk about you know, what's happening here in Cloud Land? Let's get right into it. I mean, what do you guys see? I mean, we got yesterday. New regime, new inaug inauguration. Do you do you expect public policy? You'll start with you Sargi to have What kind of effect do you think public policy will have on, you know, cloud generally specifically, the big tech companies, the tech lash. Is it gonna be more of the same? Or do you see a big difference coming? >>I think that there will be some changing narrative. I believe on that. is mainly, um, from the regulators side. A lot has happened in one month, right? So people, I think are losing faith in high tech in a certain way. I mean, it doesn't, uh, e think it matters with camp. You belong to left or right kind of thing. Right? But parlor getting booted out from Italy s. I think that was huge. Um, like, how do you know that if a cloud provider will not boot you out? Um, like, what is that line where you draw the line? What are the rules? I think that discussion has to take place. Another thing which has happened in the last 23 months is is the solar winds hack, right? So not us not sort acknowledging that I was Russia and then wish you watching it now, new administration might have a different sort of Boston on that. I think that's huge. I think public public private partnership in security arena will emerge this year. We have to address that. Yeah, I think it's not changing. Uh, >>economics economy >>will change gradually. You know, we're coming out off pandemic. The money is still cheap on debt will not be cheap. for long. I think m and a activity really will pick up. So those are my sort of high level, Uh, >>thank you. I wanna come back to them. And because there's a question that chat about him in a But, John, how do you see it? Do you think Amazon and Google on a slippery slope booting parlor off? I mean, how do they adjudicate between? Well, what's happening in parlor? Uh, anything could happen on clubhouse. Who knows? I mean, can you use a I to find that stuff? >>Well, that's I mean, the Amazons, right? Hiding right there bunkered in right now from that bad, bad situation. Because again, like people we said Amazon, these all three cloud players win in the current environment. Okay, Who wins with the U. S. With the way we are China, Russia, cloud players. Okay, let's face it, that's the reality. So if I wanted to reset the world stage, you know what better way than the, you know, change over the United States economy, put people out of work, make people scared, and then reset the entire global landscape and control all with cash? That's, you know, conspiracy theory. >>So you see the riches, you see the riches, get the rich, get richer. >>Yeah, well, that's well, that's that. That's kind of what's happening, right? So if you start getting into this idea that you can't actually have an app on site because the reason now I'm not gonna I don't know the particular parlor, but apparently there was a reason. But this is dangerous, right? So what? What that's gonna do is and whether it's right or wrong or not, whether political opinion is it means that they were essentially taken offline by people that weren't voted for that. Weren't that when people didn't vote for So that's not a democracy, right? So that's that's a different kind of regime. What it's also going to do is you also have this groundswell of decentralized thinking, right. So you have a whole wave of crypto and decentralized, um, cyber punks out there who want to decentralize it. So all of this stuff in January has created a huge counterculture, and I had predicted this so many times in the Cube. David counterculture is coming and and you already have this kind of counterculture between centralized and decentralized thinking and so I think the Amazon's move is dangerous at a fundamental level. Because if you can't get it, if you can't get buy domain names and you're completely blackballed by by organized players, that's a Mafia, in my opinion. So, uh, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, it could be done to me. Just the fact that it could be done will promote a swing in the other direction. I >>mean, independent of of, you know, again, somebody said your political views. I mean Parlor would say, Hey, we're trying to clean this stuff up now. Maybe they didn't do it fast enough, but you think about how new parlor is. You think about the early days of Twitter and Facebook, so they were sort of at a disadvantage. Trying to >>have it was it was partly was what it was. It was a right wing stand up job of standing up something quick. Their security was terrible. If you look at me and Cory Quinn on be great to have him, and he did a great analysis on this, because if you look the lawsuit was just terrible. Security was just a half, asshole. >>Well, and the experience was horrible. I mean, it's not It was not a great app, but But, like you said, it was a quick stew. Hand up, you know, for an agenda. But nonetheless, you know, to start, get to your point earlier. It's like, you know, Are they gonna, you know, shut me down? If I say something that's, you know, out of line, or how do I control that? >>Yeah, I remember, like, 2019, we involved closing sort of remarks. I was there. I was saying that these companies are gonna be too big to fail. And also, they're too big for other nations to do business with. In a way, I think MNCs are running the show worldwide. They're running the government's. They are way. Have seen the proof of that in us this year. Late last year and this year, um, Twitter last night blocked Chinese Ambassador E in us. Um, from there, you know, platform last night and I was like, What? What's going on? So, like, we used to we used to say, like the Chinese company, tech companies are in bed with the Chinese government. Right. Remember that? And now and now, Actually, I think Chinese people can say the same thing about us companies. Uh, it's not a good thing. >>Well, let's >>get some question. >>Let's get some questions from the chat. Yeah. Thank you. One is on M and a subject you mentioned them in a Who do you see is possible emanate targets. I mean, I could throw a couple out there. Um, you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. I think they're doing some really interesting things. What do you see? >>Nothing. Hashi Corp. And anybody who's doing things in the periphery is a candidate for many by the big guys, you know, by the hyper scholars and number two tier two or five hyper scholars. Right. Uh, that's why sales forces of the world and stuff like that. Um, some some companies, which I thought there will be a target, Sort of. I mean, they target they're getting too big, because off their evaluations, I think how she Corpuz one, um, >>and >>their bunch in the networking space. Uh, well, Tara, if I say the right that was acquired by at five this week, this week or last week, Actually, last week for $500 million. Um, I know they're founder. So, like I found that, Yeah, there's a lot going on on the on the network side on the anything to do with data. Uh, that those air too hard areas in the cloud arena >>data, data protection, John, any any anything you could adhere. >>And I think I mean, I think ej ej is gonna be where the gaps are. And I think m and a activity is gonna be where again, the bigger too big to fail would agree with you on that one. But we're gonna look at white Spaces and say a white space for Amazon is like a monster space for a start up. Right? So you're gonna have these huge white spaces opportunities, and I think it's gonna be an M and a opportunity big time start ups to get bought in. Given the speed on, I think you're gonna see it around databases and around some of these new service meshes and micro services. I mean, >>they there's a There's a question here, somebody's that dons asking why is Google who has the most pervasive tech infrastructure on the planet. Not at the same level of other to hyper scale is I'll give you my two cents is because it took him a long time to get their heads out of their ads. I wrote a piece of around that a while ago on they just they figured out how to learn the enterprise. I mean, John, you've made this point a number of times, but they just and I got a late start. >>Yeah, they're adding a lot of people. If you look at their who their hiring on the Google Cloud, they're adding a lot of enterprise chops in there. They realized this years ago, and we've talked to many of the top leaders, although Curry and hasn't yet sit down with us. Um, don't know what he's hiding or waiting for, but they're clearly not geared up to chicken Pete. You can see it with some some of the things that they're doing, but I mean competed the level of Amazon, but they have strength and they're playing their strength, but they definitely recognize that they didn't have the enterprise motions and people in the DNA and that David takes time people in the enterprise. It's not for the faint of heart. It's unique details that are different. You can't just, you know, swing the Google playbook and saying We're gonna home The enterprises are text grade. They knew that years ago. So I think you're going to see a good year for Google. I think you'll see a lot of change. Um, they got great people in there. On the product marketing side is Dev Solution Architects, and then the SRE model that they have perfected has been strong. And I think security is an area that they could really had a lot of value it. So, um always been a big fan of their huge network and all the intelligence they have that they could bring to bear on security. >>Yeah, I think Google's problem main problem that to actually there many, but one is that they don't They don't have the boots on the ground as compared to um, Microsoft, especially an Amazon actually had a similar problem, but they had a wide breath off their product portfolio. I always talk about feature proximity in cloud context, like if you're doing one thing. You wanna do another thing? And how do you go get that feature? Do you go to another cloud writer or it's right there where you are. So I think Amazon has the feature proximity and they also have, uh, aske Compared to Google, there's skills gravity. Larger people are trained on AWS. I think Google is trying there. So second problem Google is having is that that they're they're more focused on, I believe, um, on the data science part on their sort of skipping the cool components sort of off the cloud, if you will. The where the workloads needs, you know, basic stuff, right? That's like your compute storage and network. And that has to be well, talk through e think e think they will do good. >>Well, so later today, Paul Dillon sits down with Mids Avery of Google used to be in Oracle. He's with Google now, and he's gonna push him on on the numbers. You know, you're a distant third. Does that matter? And of course, you know, you're just a preview of it's gonna say, Well, no, we don't really pay attention to that stuff. But, John, you said something earlier that. I think Jerry Chen made this comment that, you know, Is it a winner? Take all? No, but it's a winner. Take a lot. You know the number two is going to get a big chunk of the pie. It appears that the markets big enough for three. But do you? Does Google have to really dramatically close the gap on be a much, much closer, you know, to the to the leaders in orderto to compete in this race? Or can they just kind of continue to bump along, siphon off the ad revenue? Put it out there? I mean, I >>definitely can compete. I think that's like Google's in it. Then it they're not. They're not caving, right? >>So But But I wrote I wrote recently that I thought they should even even put mawr oven emphasis on the cloud. I mean, maybe maybe they're already, you know, doubling down triple down. I just I think that is a multi trillion dollar, you know, future for the industry. And, you know, I think Google, believe it or not, could even do more. Now. Maybe there's just so much you could dio. >>There's a lot of challenges with these company, especially Google. They're in Silicon Valley. We have a big Social Justice warrior mentality. Um, there's a big debate going on the in the back channels of the tech scene here, and that is that if you want to be successful in cloud, you have to have a good edge strategy, and that involves surveillance, use of data and pushing the privacy limits. Right? So you know, Google has people within the country that will protest contract because AI is being used for war. Yet we have the most unstable geopolitical seen that I've ever witnessed in my lifetime going on right now. So, um, don't >>you think that's what happened with parlor? I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. The parlor went over the line, but I would also think that a lot of the employees, whether it's Google AWS as well, said, Hey, why are we supporting you know this and so to your point about social justice, I mean, that's not something. That >>parlor was not just social justice. They were trying to throw the government. That's Rob e. I think they were in there to get selfies and being protesters. But apparently there was evidence from what I heard in some of these clubhouse, uh, private chats. Waas. There was overwhelming evidence on parlor. >>Yeah, but my point is that the employee backlash was also a factor. That's that's all I'm saying. >>Well, we have Google is your Google and you have employees to say we will boycott and walk out if you bid on that jet I contract for instance, right, But Microsoft one from maybe >>so. I mean, that's well, >>I think I think Tom Poole's making a really good point here, which is a Google is an alternative. Thio aws. The last Google cloud next that we were asked at they had is all virtual issue. But I saw a lot of I T practitioners in the audience looking around for an alternative to a W s just seeing, though, we could talk about Mano Cloud or Multi Cloud, and Andy Jassy has his his narrative around, and he's true when somebody goes multiple clouds, they put you know most of their eggs in one basket. Nonetheless, I think you know, Google's got a lot of people interested in, particularly in the analytic side, um, in in an alternative, hedging their bets eso and particularly use cases, so they should be able to do so. I guess my the bottom line here is the markets big enough to have Really? You don't have to be the Jack Welch. I gotta be number one and number two in the market. Is that the conclusion here? >>I think so. But the data gravity and the skills gravity are playing against them. Another problem, which I didn't want a couple of earlier was Google Eyes is that they have to boot out AWS wherever they go. Right? That is a huge challenge. Um, most off the most off the Fortune 2000 companies are already using AWS in one way or another. Right? So they are the multi cloud kind of player. Another one, you know, and just pure purely somebody going 200% Google Cloud. Uh, those cases are kind of pure, if you will. >>I think it's gonna be absolutely multi cloud. I think it's gonna be a time where you looked at the marketplace and you're gonna think in terms of disaster recovery, model of cloud or just fault tolerant capabilities or, you know, look at the parlor, the next parlor. Or what if Amazon wakes up one day and said, Hey, I don't like the cubes commentary on their virtual events, so shut them down. We should have a fail over to Google Cloud should Microsoft and Option. And one of people in Microsoft ecosystem wants to buy services from us. We have toe kind of co locate there. So these are all open questions that are gonna be the that will become certain pretty quickly, which is, you know, can a company diversify their computing An i t. In a way that works. And I think the momentum around Cooper Netease you're seeing as a great connective tissue between, you know, having applications work between clouds. Right? Well, directionally correct, in my opinion, because if I'm a company, why wouldn't I wanna have choice? So >>let's talk about this. The data is mixed on that. I'll share some data, meaty our data with you. About half the companies will say Yeah, we're spreading the wealth around to multiple clouds. Okay, That's one thing will come back to that. About the other half were saying, Yeah, we're predominantly mono cloud we didn't have. The resource is. But what I think going forward is that that what multi cloud really becomes. And I think John, you mentioned Snowflake before. I think that's an indicator of what what true multi cloud is going to look like. And what Snowflake is doing is they're building abstraction, layer across clouds. Ed Walsh would say, I'm standing on the shoulders of Giants, so they're basically following points of presence around the globe and building their own cloud. They call it a data cloud with a global mesh. We'll hear more about that later today, but you sign on to that cloud. So they're saying, Hey, we're gonna build value because so many of Amazon's not gonna build that abstraction layer across multi clouds, at least not in the near term. So that's a really opportunity for >>people. I mean, I don't want to sound like I'm dating myself, but you know the date ourselves, David. I remember back in the eighties, when you had open systems movement, right? The part of the whole Revolution OS I open systems interconnect model. At that time, the networking stacks for S N A. For IBM, decadent for deck we all know that was a proprietary stack and then incomes TCP I p Now os I never really happened on all seven layers, but the bottom layers standardized. Okay, that was huge. So I think if you look at a W s or some of the comments in the chat AWS is could be the s n a. Depends how you're looking at it, right? And you could say they're open. But in a way, they want more Amazon. So Amazon's not out there saying we love multi cloud. Why would they promote multi cloud? They are a one of the clouds they want. >>That's interesting, John. And then subject is a cloud architect. I mean, it's it is not trivial to make You're a data cloud. If you're snowflake, work on AWS work on Google. Work on Azure. Be seamless. I mean, certainly the marketing says that, but technically, that's not trivial. You know, there are latent see issues. Uh, you know, So that's gonna take a while to develop. What? Do your thoughts there? >>I think that multi cloud for for same workload and multi cloud for different workloads are two different things. Like we usually put multiple er in one bucket, right? So I think you're right. If you're trying to do multi cloud for the same workload, that's it. That's Ah, complex, uh, problem to solve architecturally, right. You have to have a common ap ice and common, you know, control playing, if you will. And we don't have that yet, and then we will not have that for a for at least one other couple of years. So, uh, if you if you want to do that, then you have to go to the lower, lowest common denominator in technical sort of stock, if you will. And then you're not leveraging the best of the breed technology off their from different vendors, right? I believe that's a hard problem to solve. And in another thing, is that that that I always say this? I'm always on the death side, you know, developer side, I think, uh, two deaths. Public cloud is a proxy for innovative culture. Right. So there's a catch phrase I have come up with today during shower eso. I think that is true. And then people who are companies who use the best of the breed technologies, they can attract the these developers and developers are the Mazen's off This digital sort of empires, amazingly, is happening there. Right there they are the Mazen's right. They head on the bricks. I think if you don't appeal to developers, if you don't but extensive for, like, force behind educating the market, you can't you can't >>put off. It's the same game Stepping story was seeing some check comments. Uh, guard. She's, uh, linked in friend of mine. She said, Microsoft, If you go back and look at the Microsoft early days to the developer Point they were, they made their phones with developers. They were a software company s Oh, hey, >>forget developers, developers, developers. >>You were if you were in the developer ecosystem, you were treated his gold. You were part of the family. If you were outside that world, you were competitors, and that was ruthless times back then. But they again they had. That was where it was today. Look at where the software defined businesses and starve it, saying it's all about being developer lead in this new way to program, right? So the cloud next Gen Cloud is going to look a lot like next Gen Developer and all the different tools and techniques they're gonna change. So I think, yes, this kind of developer ecosystem will be harnessed, and that's the power source. It's just gonna look different. So, >>Justin, Justin in the chat has a comment. I just want to answer the question about elastic thoughts on elastic. Um, I tell you, elastic has momentum uh, doing doing very well in the market place. Thea Elk Stack is a great alternative that people are looking thio relative to Splunk. Who people complain about the pricing. Of course it's plunks got the easy button, but it is getting increasingly expensive. The problem with elk stack is you know, it's open source. It gets complicated. You got a shard, the databases you gotta manage. It s Oh, that's what Ed Walsh's company chaos searches is all about. But elastic has some riel mo mentum in the marketplace right now. >>Yeah, you know, other things that coming on the chat understands what I was saying about the open systems is kubernetes. I always felt was that is a bad metaphor. But they're with me. That was the TCP I peep In this modern era, C t c p I p created that that the disruptor to the S N A s and the network protocols that were proprietary. So what KUBERNETES is doing is creating a connective tissue between clouds and letting the open source community fill in the gaps in the middle, where kind of way kind of probably a bad analogy. But that's where the disruption is. And if you look at what's happened since Kubernetes was put out there, what it's become kind of de facto and standard in the sense that everyone's rallying around it. Same exact thing happened with TCP was people were trashing it. It is terrible, you know it's not. Of course they were trashed because it was open. So I find that to be very interesting. >>Yeah, that's a good >>analogy. E. Thinks the R C a cable. I used the R C. A cable analogy like the VCRs. When they started, they, every VC had had their own cable, and they will work on Lee with that sort of plan of TV and the R C. A cable came and then now you can put any TV with any VCR, and the VCR industry took off. There's so many examples out there around, uh, standards And how standards can, you know, flair that fire, if you will, on dio for an industry to go sort of wild. And another trend guys I'm seeing is that from the consumer side. And let's talk a little bit on the consuming side. Um, is that the The difference wouldn't be to B and B to C is blood blurred because even the physical products are connected to the end user Like my door lock, the August door lock I didn't just put got get the door lock and forget about that. Like I I value the expedience it gives me or problems that gives me on daily basis. So I'm close to that vendor, right? So So the middle men, uh, middle people are getting removed from from the producer off the technology or the product to the consumer. Even even the sort of big grocery players they have their APs now, uh, how do you buy stuff and how it's delivered and all that stuff that experience matters in that context, I think, um, having, uh, to be able to sell to thes enterprises from the Cloud writer Breuder's. They have to have these case studies or all these sample sort off reference architectures and stuff like that. I think whoever has that mawr pushed that way, they are doing better like that. Amazon is Amazon. Because of that reason, I think they have lot off sort off use cases about on top of them. And they themselves do retail like crazy. Right? So and other things at all s. So I think that's a big trend. >>Great. Great points are being one of things. There's a question in there about from, uh, Yaden. Who says, uh, I like the developer Lead cloud movement, But what is the criticality of the executive audience when educating the marketplace? Um, this comes up a lot in some of my conversations around automation. So automation has been a big wave to automate this automate everything. And then everything is a service has become kind of kind of the the executive suite. Kind of like conversation we need to make everything is a service in our business. You seeing people move to that cloud model. Okay, so the executives think everything is a services business strategy, which it is on some level, but then, when they say Take that hill, do it. Developers. It's not that easy. And this is where a lot of our cube conversations over the past few months have been, especially during the cova with cute virtual. This has come up a lot, Dave this idea, and start being around. It's easy to say everything is a service but will implement it. It's really hard, and I think that's where the developer lead Connection is where the executive have to understand that in order to just say it and do it are two different things. That digital transformation. That's a big part of it. So I think that you're gonna see a lot of education this year around what it means to actually do that and how to implement it. >>I'd like to comment on the as a service and subject. Get your take on it. I mean, I think you're seeing, for instance, with HP Green Lake, Dell's come out with Apex. You know IBM as its utility model. These companies were basically taking a page out of what I what I would call a flawed SAS model. If you look at the SAS players, whether it's salesforce or workday, service now s a P oracle. These models are They're really They're not cloud pricing models. They're they're basically you got to commit to a term one year, two year, three year. We'll give you a discount if you commit to the longer term. But you're locked in on you. You probably pay upfront. Or maybe you pay quarterly. That's not a cloud pricing model. And that's why I mean, they're flawed. You're seeing companies like Data Dog, for example. Snowflake is another one, and they're beginning to price on a consumption basis. And that is, I think, one of the big changes that we're going to see this decade is that true cloud? You know, pay by the drink pricing model and to your point, john toe, actually implement. That is, you're gonna need a whole new layer across your company on it is quite complicated it not even to mention how you compensate salespeople, etcetera. The a p. I s of your product. I mean, it is that, but that is a big sea change that I see coming. Subject your >>thoughts. Yeah, I think like you couldn't see it. And like some things for this big tech exacts are hidden in the plain >>sight, right? >>They don't see it. They they have blind spots, like Look at that. Look at Amazon. They went from Melissa and 200 millisecond building on several s, Right, Right. And then here you are, like you're saying, pay us for the whole year. If you don't use the cloud, you lose it or will pay by month. Poor user and all that stuff like that that those a role models, I think these players will be forced to use that term pricing like poor minute or for a second, poor user. That way, I think the Salesforce moral is hybrid. They're struggling in a way. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform for other people to build on top off. But they're having a little trouble there because because off there, such pricing and little closeness, if you will. And, uh, again, I'm coming, going, going back to developers like, if you are not appealing to developers who are writing the latest and greatest code and it is open enough, by the way open and open source are two different things that we all know that. So if your platform is not open enough, you will have you know, some problems in closing the deals. >>E. I want to just bring up a question on chat around from Justin didn't fitness. Who says can you touch on the vertical clouds? Has your offering this and great question Great CP announcing Retail cloud inventions IBM Athena Okay, I'm a huge on this point because I think this I'm not saying this for years. Cloud computing is about horizontal scalability and vertical specialization, and that's absolutely clear, and you see all the clouds doing it. The vertical rollouts is where the high fidelity data is, and with machine learning and AI efforts coming out, that's accelerated benefits. There you have tow, have the vertical focus. I think it's super smart that clouds will have some sort of vertical engine, if you will in the clouds and build on top of a control playing. Whether that's data or whatever, this is clearly the winning formula. If you look at all the successful kind of ai implementations, the ones that have access to the most data will get the most value. So, um if you're gonna have a data driven cloud you have tow, have this vertical feeling, Um, in terms of verticals, the data on DSO I think that's super important again, just generally is a strategy. I think Google doing a retail about a super smart because their whole pitches were not Amazon on. Some people say we're not Google, depending on where you look at. So every of these big players, they have dominance in the areas, and that's scarce. Companies and some companies will never go to Amazon for that reason. Or some people never go to Google for other reasons. I know people who are in the ad tech. This is a black and we're not. We're not going to Google. So again, it is what it is. But this idea of vertical specialization relevant in super >>forts, I want to bring to point out to sessions that are going on today on great points. I'm glad you asked that question. One is Alan. As he kicks off at 1 p.m. Eastern time in the transformation track, he's gonna talk a lot about the coming power of ecosystems and and we've talked about this a lot. That that that to compete with Amazon, Google Azure, you've gotta have some kind of specialization and vertical specialization is a good one. But of course, you see in the big Big three also get into that. But so he's talking at one o'clock and then it at 3 36 PM You know this times are strange, but e can explain that later Hillary Hunter is talking about she's the CTO IBM I B M's ah Financial Cloud, which is another really good example of specifying vertical requirements and serving. You know, an audience subject. I think you have some thoughts on this. >>Actually, I lost my thought. E >>think the other piece of that is data. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise around data that >>billions of dollars in >>their day there's billions of dollars and that's the title of the session. But we did the trillion dollar baby post with Jazzy and said Cloud is gonna be a trillion dollars right? >>And and the point of Alan Answer session is he's thinking from an individual firm. Forget the millions that you're gonna save shifting to the cloud on cost. There's billions in ecosystems and operating models. That's >>absolutely the business value. Now going back to my half stack full stack developer, is the business value. I've been talking about this on the clubhouses a lot this past month is for the entrepreneurs out there the the activity in the business value. That's the new the new intellectual property is the business logic, right? So if you could see innovations in how work streams and workflow is gonna be a configured differently, you have now large scale cloud specialization with data, you can move quickly and take territory. That's much different scenario than a decade ago, >>at the point I was trying to make earlier was which I know I remember, is that that having the horizontal sort of features is very important, as compared to having vertical focus. You know, you're you're more healthcare focused like you. You have that sort of needs, if you will, and you and our auto or financials and stuff like that. What Google is trying to do, I think that's it. That's a good thing. Do cook up the reference architectures, but it's a bad thing in a way that you drive drive away some developers who are most of the developers at 80 plus percent, developers are horizontal like you. Look at the look into the psyche of a developer like you move from company to company. And only few developers will say I will stay only in health care, right? So I will only stay in order or something of that, right? So they you have to have these horizontal capabilities which can be applied anywhere on then. On top >>of that, I think that's true. Sorry, but I'll take a little bit different. Take on that. I would say yes, that's true. But remember, remember the old school application developer Someone was just called in Application developer. All they did was develop applications, right? They pick the framework, they did it right? So I think we're going to see more of that is just now mawr of Under the Covers developers. You've got mawr suffer defined networking and software, defined storage servers and cloud kubernetes. And it's kind of like under the hood. But you got your, you know, classic application developer. I think you're gonna see him. A lot of that come back in a way that's like I don't care about anything else. And that's the promise of cloud infrastructure is code. So I think this both. >>Hey, I worked. >>I worked at people solved and and I still today I say into into this context, I say E r P s are the ultimate low code. No code sort of thing is right. And what the problem is, they couldn't evolve. They couldn't make it. Lightweight, right? Eso um I used to write applications with drag and drop, you know, stuff. Right? But But I was miserable as a developer. I didn't Didn't want to be in the applications division off PeopleSoft. I wanted to be on the tools division. There were two divisions in most of these big companies ASAP. Oracle. Uh, like companies that divisions right? One is the cooking up the tools. One is cooking up the applications. The basketball was always gonna go to the tooling. Hey, >>guys, I'm sorry. We're almost out of time. I always wanted to t some of the sections of the day. First of all, we got Holder Mueller coming on at lunch for a power half hour. Um, you'll you'll notice when you go back to the home page. You'll notice that calendar, that linear clock that we talked about that start times are kind of weird like, for instance, an appendix coming on at 1 24. And that's because these air prerecorded assets and rather than having a bunch of dead air, we're just streaming one to the other. So so she's gonna talk about people, process and technology. We got Kathy Southwick, whose uh, Silicon Valley CEO Dan Sheehan was the CEO of Dunkin Brands and and he was actually the c 00 So it's C A CEO connecting the dots to the business. Daniel Dienes is the CEO of you I path. He's coming on a 2:47 p.m. East Coast time one of the hottest companies, probably the fastest growing software company in history. We got a guy from Bain coming on Dave Humphrey, who invested $750 million in Nutanix. He'll explain why and then, ironically, Dheeraj Pandey stew, Minuteman. Our friend interviewed him. That's 3 35. 1 of the sessions are most excited about today is John McD agony at 403 p. M. East Coast time, she's gonna talk about how to fix broken data architectures, really forward thinking stuff. And then that's the So that's the transformation track on the future of cloud track. We start off with the Big Three Milan Thompson Bukovec. At one oclock, she runs a W s storage business. Then I mentioned gig therapy wrath at 1. 30. He runs Azure is analytics. Business is awesome. Paul Dillon then talks about, um, IDs Avery at 1 59. And then our friends to, um, talks about interview Simon Crosby. I think I think that's it. I think we're going on to our next session. All right, so keep it right there. Thanks for watching the Cuban cloud. Uh huh.
SUMMARY :
cloud brought to you by silicon angle, everybody I was negative in quarantine at a friend's location. I mean, you go out for a walk, but you're really not in any contact with anybody. And I think we're in a new generation. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy But the goal here is to just showcase it's Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. that will take you into the chat, we'll take you through those in a moment and share with you some of the guests And then from there you just It was just awesome. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, And if you weren't a digital business, you were kind of out of business. last 10 years defined by you know, I t transformation. And if you look at some of the main trends in the I think the second thing is you can see on this data. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, So you know, as you're doing trends job, they're just it's just pedal as fast as you can. It's a measure of the pervasiveness or, you know, number of mentions in the data set. And I think that chart demonstrates that there, in there in the hyper scale leadership category, is they're, you know, they're just good enough. So we'll get to those So just just real quick Here you see this hybrid zone, this the field is bunched But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second Can you hear us? So the first question, Um, we'll still we'll get the student second. Thanks for taking the time with us. I mean, what do you guys see? I think that discussion has to take place. I think m and a activity really will pick up. I mean, can you use a I to find that stuff? So if I wanted to reset the world stage, you know what better way than the, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, mean, independent of of, you know, again, somebody said your political views. and he did a great analysis on this, because if you look the lawsuit was just terrible. But nonetheless, you know, to start, get to your point earlier. you know, platform last night and I was like, What? you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. for many by the big guys, you know, by the hyper scholars and if I say the right that was acquired by at five this week, And I think m and a activity is gonna be where again, the bigger too big to fail would agree with Not at the same level of other to hyper scale is I'll give you network and all the intelligence they have that they could bring to bear on security. The where the workloads needs, you know, basic stuff, right? the gap on be a much, much closer, you know, to the to the leaders in orderto I think that's like Google's in it. I just I think that is a multi trillion dollar, you know, future for the industry. So you know, Google has people within the country that will protest contract because I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. I think they were in there to get selfies and being protesters. Yeah, but my point is that the employee backlash was also a factor. I think you know, Google's got a lot of people interested in, particularly in the analytic side, is that they have to boot out AWS wherever they go. I think it's gonna be a time where you looked at the marketplace and you're And I think John, you mentioned Snowflake before. I remember back in the eighties, when you had open systems movement, I mean, certainly the marketing says that, I think if you don't appeal to developers, if you don't but extensive She said, Microsoft, If you go back and look at the Microsoft So the cloud next Gen Cloud is going to look a lot like next Gen Developer You got a shard, the databases you gotta manage. And if you look at what's happened since Kubernetes was put out there, what it's become the producer off the technology or the product to the consumer. Okay, so the executives think everything is a services business strategy, You know, pay by the drink pricing model and to your point, john toe, actually implement. Yeah, I think like you couldn't see it. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform the ones that have access to the most data will get the most value. I think you have some thoughts on this. Actually, I lost my thought. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise But we did the trillion dollar baby post with And and the point of Alan Answer session is he's thinking from an individual firm. So if you could see innovations Look at the look into the psyche of a developer like you move from company to company. And that's the promise of cloud infrastructure is code. I say E r P s are the ultimate low code. Daniel Dienes is the CEO of you I path.
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Maribel Lopez & Zeus Kerravala | theCUBE on Cloud 2021
>>from around the globe. It's the Cube presenting Cuban cloud brought >>to you by silicon angle. Okay, we're back. Here. Live Cuban Cloud. And this is Dave. Want with my co host, John Ferrier Were all remote. We're getting into the analyst power half hour. Really pleased to have Maribel Lopez here. She's the principal and founder of Lopez Research and Zias Caraballo, who is the principal and founder of ZK research. Guys, great to see you. Let's get into it. How you doing? >>Great. How you been? Good, >>thanks. Really good. John's hanging in there quarantining and, uh, all healthy, So I hope you guys are too. Hey, Mary, But let's start with you. You know, here we are on 2021 you know, just exited one of the strangest years, if not the strangest year of our lives. But looking back in the past decade of cloud and we're looking forward. How do you see that? Where do we come from? Where we at and where we going >>When we obviously started with the whole let's build a public cloud and everything was about public cloud. Uh, then we went thio the notion of private cloud than we had hybrid cloud and multi cloud. So we've done a lot of different clouds right now. And I think where we are today is that there's a healthy recognition on the cloud computing providers that you need to give it to the customers the way they want it, not the way you've decided to build it. So how do you meet them where they are so that they can have a cloud like experience wherever they want their data to be? >>Yes and yes, you've, you know, observed, This is well, in the early days of cloud, you heard a lot of rhetoric. It was private cloud And and then now we're, you know, hearing a lot of multi cloud and so forth. But initially, a lot of the traditional vendors kind of pooh poohed it. They called us analysts. We said we were all cloud crazy, but they seem to have got their religion. >>Well, everything. Everyone's got a definition of cloud, but I actually think we are right in the midst of another transformation of clouds Miracle talked about. We went from, you know, private clouds, which is really hosting the public cloud to multi cloud hybrid cloud. And if you look at the last post that put on Silicon Angle, which was talking about five acquisition of Volterra, I actually think we're in the midst of the transition to what's called distributed Club, where if you look at modernized cloud apps today, they're actually made up of services from different clouds on also distributed edge locations. And that's gonna have a pretty profound impact on the way we build out, because those distributed edges be a telco edge, cellular vagina. Th whatever the services that lived there are much more ephemeral in nature, right? So the way we secure the way we connect changes quite a bit. But I think that the great thing about Cloud is we've seen several several evolutionary changes. So what the definition is and we're going through that now, which is which is pretty cool to think about, right? It's not a static thing. Um, it's, uh, you know, it's a it's an ongoing transition. But I think, uh, you know, we're moving into this distributed Cloudera, which to me is a lot more complex than what we're dealing with in the Palace. >>I'm actually pretty excited about that because I think that this move toe edge and the distribution that you've talked about, it's like we now have processing everywhere. We've got it on devices, we've got it in, cars were moving, the data centers closer and closer to where the action's happening. And I think that's gonna be a huge trend for 2021. Is that distributed that you were talking about a lot of edge discussion? You >>know what? The >>reason we're doing This, too, is we want. It's not just we're moving the data closer to the user, right? And some. If you think you brought up the autonomous vehicle right in the car being an edge, you think of the data that generates right? There's some things such as the decision to stop or not right that should be done in car. I don't wanna transport that data all the way back to Google him back to decide whether I want to stop. You could also use the same data determine whether drivers driving safely for insurance purposes, right? So the same data give me located at the edge or in a centralized cloud for different purposes, and I think that's what you know, kind of cool about this is we're being able to use our data and much different ways. Now. >>You know, it's interesting is it's so complex. It's mind blowing because this is distributed computing. Everyone kind of agrees this is where it is. But if you think about the complexity and I want to get your guys reaction to this because you know some of the like side fringe trend discussions are data sovereignty, misinformation as a vulnerability. Okay, you get the chips now you got gravitas on with Amazon in front. Apple's got their own chips. Intel is gonna do a whole new direction. So you've got tons of computer. And then you mentioned the ephemeral nature. How do you manage those? What's the observe ability look like? They're what's the trust equation? So all these things kind of play into it. It sounds almost mind blowing, just even thinking about it. But how do you guys, this analyst tryto understand where someone's either blowing bullshit or kind of like has the real deal? Because all those things come into play? I mean, you could have a misinformation campaign targeting the car. Let's say Hey, you know that that data is needs to be. This is this is misinformation who's a >>in a lot of ways, this creates almost unprecedented opportunity now for for starts and for companies to transform right. The fundamental tenet of my research has always been share shifts happen when markets transition and we're in the middle of the big one. If the computer resource is we're using, John and the application resource will be using or ephemeral nature than all the things that surrounded the way we secured the way we connect. Those also have to be equal, equally agile, right, So you can't have, you know, you think of a micro services based application being secured with traditional firewalls, right? Just the amount of, or even virtual the way that the length of time it takes to spend those things up is way too long. So in many ways, this distributed cloud change changes everything in I T. And that that includes all of the services in the the infrastructure that we used to secure and connect. And that's a that is a profound change, and you mentioned the observe ability. You're right. That's another thing that the traditional observe ability tools are based on static maps and things and, you know, traditional up, down and we don't. Things go up and down so quickly now that that that those don't make any sense. So I think we are going to see quite a rise in different types of management tools and the way they look at things to be much more. I suppose you know Angela also So we can measure things that currently aren't measurable. >>So you're talking about the entire stack. Really? Changing is really what you're inferring anyway from your commentary. And that would include the programming model as well, wouldn't it? >>Absolutely. Yeah. You know, the thing that is really interesting about where we have been versus where we're going is we spent a lot of time talking about virtual izing hardware and moving that around. And what does that look like? And that, and creating that is more of a software paradigm. And the thing we're talking about now is what is cloud is an operating model look like? What is the manageability of that? What is the security of that? What? You know, we've talked a lot about containers and moving into a different you know, Dev suck ups and all those different trends that we've been talking about, like now we're doing them. So we've only got into the first crank of that. And I think every technology vendor we talked to now has to address how are they going to do a highly distributed management and security landscape? Like, what are they gonna layer on top of that? Because it's not just about Oh, I've taken Iraq of something server storage, compute and virtualized it. I now have to create a new operating model around it. In a way, we're almost redoing what the OS I stack looks like and what the software and solutions are for that. >>So >>it was really Hold on, hold on, hold on their lengthened. Because that side stack that came up earlier today, Mayor. But we're talking about Yeah, we were riffing on the OSC model, but back in the day and we were comparing the S n a definite the, you know, the proprietary protocol stacks that they were out there and someone >>said Amazon's S N a. Is that recall? E think that's what you said? >>No, no. Someone in the chest. That's a comment like Amazon's proprietary meaning, their scale. And I said, Oh, that means there s n a But if you think about it, that's kind of almost that can hang. Hang together. If the kubernetes is like a new connective tissue, is that the TCP pipe moment? Because I think Os I kind of was standardizing at the lower end of the stack Ethernet token ring. You know, the data link layer physical layer and that when you got to the TCP layer and really magic happened right to me, that's when Cisco's happened and everything started happening then and then. It kind of stopped because the application is kinda maintain their peace there. A little history there, but like that's kind of happening now. If you think about it and then you put me a factor in the edge, it just kind of really explodes it. So who's gonna write that software? E >>think you know, Dave, your your dad doesn't change what you build ups. It's already changed in the consumer world, you look atyou, no uber and Waze and things like that. Those absolute already highly decomposed applications that make a P I calls and DNS calls from dozens of different resource is already right. We just haven't really brought that into the enterprise space. There's a number, you know, what kind of you know knew were born in the cloud companies that have that have done that. But they're they're very few and far between today. And John, your point about the connectivity. We do need to think about connectivity at the network layer. Still, obviously, But now we're creating that standardization that standardized connectivity all the way a player seven. So you look at a lot of the, you know, one of the big things that was a PDP. I calls right, you know, from different cloud services. And so we do need to standardize in every layer and then stitch that together. So that does make It does make things a lot more complicated. Now I'm not saying Don't do it because you can do a whole lot more with absolute than you could ever do before. It's just that we kind of cranked up the level of complexity here, and flowered isn't just a single thing anymore, right? That's that. That's what we're talking about here It's a collection of edges and private clouds and public clouds. They all have to be stitched together at every layer in orderto work. >>So I was I was talking a few CEOs earlier in the day. We had we had them on, I was asking them. Okay, So how do you How do you approach this complexity? Do you build that abstraction layer? Do you rely on someone like Microsoft to build that abstraction layer? Doesn't appear that Amazon's gonna do it, you know? Where does that come from? Or is it or is it dozens of abstraction layers? And one of the CEO said, Look, it's on us. We have to figure out, you know, we get this a p I economy, but But you guys were talking about a mawr complicated environment, uh, moving so so fast. Eso if if my enterprise looks like my my iPhone APs. Yes, maybe it's simpler on an individual at basis, but its app creep and my application portfolio grows. Maybe they talk to each other a little bit better. But that level of complexity is something that that that users are gonna have to deal >>with what you thought. So I think quite what Zs was trying to get it and correct me if I'm wrong. Zia's right. We've got to the part where we've broken down what was a traditional application, right? And now we've gotten into a P. I calls, and we have to think about different things. Like we have to think about how we secure those a p I s right. That becomes a new criteria that we're looking at. How do we manage them? How do they have a life cycle? So what was the life cycle of, say, an application is now the life cycle of components and so that's a That's a pretty complex thing. So it's not so much that you're getting app creep, but you're definitely rethinking how you want to design your applications and services and some of those you're gonna do yourself and a lot of them are going to say it's too complicated. I'm just going to go to some kind of SAS cloud offering for that and let it go. But I think that many of the larger companies I speak to are looking for a larger company to help them build some kind of framework to migrate from what they've used with them to what they need tohave going forward. >>Yeah, I think. Where the complexities. John, You asked who who creates the normalization layer? You know, obviously, if you look to the cloud providers A W s does a great job of stitching together all things AWS and Microsoft does a great job of stitching together all things Microsoft right in saying with Google. >>But >>then they don't. But if if I want to do some Microsoft to Amazon or Google Toe Microsoft, you know, connectivity, they don't help so much of that. And that's where the third party vendors that you know aviatrix on the network side will tear of the security side of companies like that. Even Cisco's been doing a lot of work with those companies, and so what we what we don't really have And we probably won't for a while if somebody is gonna stitch everything together at every >>you >>know, at every layer. So Andi and I do think we do get after it. Maribel, I think if you look at the world of consumer APS, we moved to a lot more kind of purpose built almost throwaway apps. They serve a purpose or to use them for a while. Then you stop using them. And in the enterprise space, we really haven't kind of converted to them modeling on the mobile side. But I think that's coming. Well, >>I think with micro APS, right, that that was kind of the issue with micro APS. It's like, Oh, I'm not gonna build a full scale out that's gonna take too long. I'm just gonna create this little workflow, and we're gonna have, like, 200 work flows on someone's phone. And I think we did that. And not everybody did it, though, to your point. So I do think that some people that are a little late to the game might end up in in that app creep. But, hey, listen, this is a fabulous opportunity that just, you know, throw a lot of stuff out and do it differently. What What? I think what I hear people struggling with ah lot is be to get it to work. It typically is something that is more vertically integrated. So are you buying all into a Microsoft all you're buying all into an Amazon and people are starting to get a little fear about doing the full scale buy into any specific platform yet. In absence of that, they can't get anything to work. >>Yeah, So I think again what? What I'm hearing from from practitioners, I'm gonna put a micro serve. And I think I think, uh, Mirabelle, this is what you're implying. I'm gonna put a micro services layer. Oh, my, my. If I can't get rid of them, If I can't get rid of my oracle, you know, workloads. I'm gonna connect them to my modernize them with a layer, and I'm gonna impart build that. I'm gonna, you know, partner to get that done. But that seems to be a a critical path forward. If I don't take that step, gonna be stuck in the path in the past and not be able to move forward. >>Yeah, absolutely. I mean, you do have to bridge to the past. You you aren't gonna throw everything out right away. That's just you can't. You can't drive the bus and take the wheels off that the same time. Maybe one wheel, but not all four of them at the same time. So I think that this this concept of what are the technologies and services that you use to make sure you can keep operational, but that you're not just putting on Lee new workloads into the cloud or new workloads as decomposed APS that you're really starting to think about. What do I want to keep in whatever I want to get rid of many of the companies you speak Thio. They have thousands of applications. So are they going to do this for thousands of applications? Are they gonna take this as an opportunity to streamline? Yeah, >>well, a lot of legacy never goes away, right? And I was how companies make this transition is gonna be interesting because there's no there's no really the fact away I was I was talking to this one company. This is New York Bank, and they've broken their I t division down into modern I t and legacy I t. And so modern. Everything is cloud first. And so imagine me, the CEO of Legacy i e 02 miracles. But what they're doing, if they're driving the old bus >>and >>then they're building a new bus and parallel and eventually, you know, slowly they take seats out of the old bus and they take, you know, the seat and and they eventually start stripping away things. That old bus, >>But >>that old bus is going to keep running for a long time. And so stitching the those different worlds together is where a lot of especially big organizations that really can't commit to everything in the cloud are gonna struggle. But it is a It is a whole new world. And like I said, I think it creates so much opportunity for people. You know, e >>whole bus thing reminds me that movie speed when they drive around 55 miles an hour, just put it out to the airport and just blew up E >>got But you know, we all we all say that things were going to go away. But to Zia's point, you know, nothing goes away. We're still in 2021 talking about mainframes just as an aside, right? So I think we're going to continue tohave some legacy in the network. But the But the issue is ah, lot will change around that, and they're gonna be some people. They're gonna make a lot of money selling little startups that Just do one specific piece of that. You know, we just automation of X. Oh, >>yeah, that's a great vertical thing. This is the This is the distributed network argument, right? If you have a note in the network and you could put a containerized environment around it with some micro services um, connective tissue glue layer, if you will software abstract away some integration points, it's a note on the network. So if in mainframe or whatever, it's just I mean makes the argument right, it's not core. You're not building a platform around the mainframe, but if it's punching out, I bank jobs from IBM kicks or something, you know, whatever, Right? So >>And if those were those workloads probably aren't gonna move anywhere, right, they're not. Is there a point in putting those in the cloud? You could say Just leave them where they are. Put a connection to the past Bridge. >>Remember that bank when you talk about bank guy we interviewed in the off the record after the Cube interviews like, Yeah, I'm still running the mainframe, so I never get rid of. I love it. Run our kicks job. I would never think about moving that thing. >>There was a large, large non US bank who said I buy. I buy the next IBM mainframe sight unseen. Andi, he's got no choice. They just write the check. >>But milliseconds is like millions of dollars of millisecond for him on his back, >>so those aren't going anywhere. But then, but then, but they're not growing right. It's just static. >>No, no, that markets not growing its's, in fact. But you could make a lot of money and monetizing the legacy, right? So there are vendors that will do that. But I do think if you look at the well, we've already seen a pretty big transition here. If you look at the growth in a company like twilio, right, that it obviates the need for a company to rack and stack your own phone system to be able to do, um, you know, calling from mobile lapse or even messaging. Now you just do a P. I calls. Um, you know, it allows in a lot of ways that this new world we live in democratizes development, and so any you know, two people in the garage can start up a company and have a service up and running another time at all, and that creates competitiveness. You know much more competitiveness than we've ever had before, which is good for the entire industry. And, you know, because that keeps the bigger companies on their toes and they're always looking over their shoulder. You know what, the banks you're looking at? The venues and companies like that Brian figure out a way to monetize. So I think what we're, you know well, that old stuff never going away. The new stuff is where the competitive screen competitiveness screen. >>It's interesting. Um IDs Avery. Earlier today, I was talking about no code in loco development, how it's different from the old four g l days where we didn't actually expand the base of developers. Now we are to your point is really is democratizing and, >>well, everybody's a developer. It could be a developer, right? A lot of these tools were written in a way that line of business people create their own APs to point and click interface is, and so the barrier. It reminds me of when, when I started my career, I was a I. I used to code and HTML build websites and then went to five years. People using drag and drop interface is right, so that that kind of job went away because it became so easy to dio. >>Yeah, >>sorry. A >>data e was going to say, I think we're getting to the part. We're just starting to talk about data, right? So, you know, when you think of twilio, that's like a service. It's connecting you to specific data. When you think of Snowflake, you know, there's been all these kinds of companies that have crept up into the landscape to feel like a very specific void. And so now the Now the question is, if it's really all about the data, they're going to be new companies that get built that are just focusing on different aspects of how that data secured, how that data is transferred, how that data. You know what happens to that data, because and and does that shift the balance of power about it being out of like, Oh, I've created these data centers with large recommend stack ums that are virtualized thio. A whole other set of you know this is a big software play. It's all about software. >>Well, we just heard from Jim Octagon e You guys talking earlier about just distributed system. She basically laid down that look. Our data architectures air flawed there monolithic. And data by its very nature is distributed so that she's putting forth the whole new paradigm around distributed decentralized data models, >>which Howie shoe is just talking about. Who's gonna build the visual studio for data, right? So programmatic. Kind of thinking around data >>I didn't >>gathering. We didn't touch on because >>I do think there's >>an opportunity for that for, you know, data governance and data ownership and data transport. But it's also the analytics of it. Most companies don't have the in house, um, you know, data scientists to build on a I algorithms. Right. So you're gonna start seeing, you know, cos pop up to do very specific types of data. I don't know if you saw this morning, um, you know, uniforms bought this company that does, you know, video emotion detection so they could tell on the video whether somebody's paying attention, Not right. And so that's something that it would be eso hard for a company to build that in house. But I think what you're going to see is a rise in these, you know, these types of companies that help with specific types of analytics. And then you drop you pull those in his resource is into your application. And so it's not only the storage and the governance of the data, but also the analytics and the analytics. Frankly, there were a lot of the, uh, differentiation for companies is gonna come from. I know Maribel has written a lot on a I, as have I, and I think that's one of the more exciting areas to look at this year. >>I actually want to rip off your point because I think it's really important because where we left off in 2020 was yes, there was hybrid cloud, but we just started to see the era of the vertical eyes cloud the cloud for something you know, the cloud for finance, the cloud for health care, the telco and edge cloud, right? So when you start doing that, it becomes much more about what is the specialized stream that we're looking at. So what's a specialized analytic stream? What's a specialized security stack stream? Right? So until now, like everything was just trying to get to what I would call horizontal parody where you took the things you had before you replicated them in a new world with, like, some different software, but it was still kind of the same. And now we're saying, OK, let's try Thio. Let's try to move out of everything, just being a generic sort of cloud set of services and being more total cloud services. >>That is the evolution of everything technology, the first movement. Everything doing technology is we try and make the old thing the new thing look like the old thing, right? First PCs was a mainframe emulator. We took our virtual servers and we made them look like physical service, then eventually figure out, Oh, there's a whole bunch of other stuff that I could do then I couldn't do before. And that's the part we're trying to hop into now. Right? Is like, Oh, now that I've gone cloud native, what can I do that I couldn't do before? Right? So we're just we're sort of hitting that inflection point. That's when you're really going to see the growth takeoff. But for whatever reason, and i t. All we ever do is we're trying to replicate the old until we figure out the old didn't really work, and we should do something new. >>Well, let me throw something old and controversial. Controversial old but old old trope out there. Consumerism ation of I t. I mean, if you think about what year was first year you heard that term, was it 15 years ago? 20 years ago. When did that first >>podcast? Yeah, so that was a long time ago >>way. So if you think about it like, it kind of is happening. And what does it mean, right? Come. What does What does that actually mean in today's world Doesn't exist. >>Well, you heard you heard. Like Fred Luddy, whose founder of service now saying that was his dream to bring consumer like experiences to the enterprise will. Well, it didn't really happen. I mean, service not pretty. Pretty complicated compared toa what? We know what we do here, but so it's It's evolving. >>Yeah, I think there's also the enterprise ation of consumer technology that John the companies, you know, you look a zoom. They came to market with a highly consumer facing product, realized it didn't have the security tools, you know, to really be corporate great. And then they had to go invest a bunch of money in that. So, you know, I think that waken swing the pendulum all the way over to the consumer side, but that that kind of failed us, right? So now we're trying to bring it back to center a little bit where we blend the two together. >>Cloud kind of brings that I never looked at that way. That's interesting and surprising of consumer. Yeah, that's >>alright, guys. Hey, we gotta wrap Zs, Maribel. Always a pleasure having you guys on great great insights from the half hour flies by. Thanks so much. We appreciate it. >>Thank >>you guys. >>Alright, keep it right there. Mortgage rate content coming from the Cuban Cloud Day Volonte with John Ferrier and a whole lineup still to come Keep right there.
SUMMARY :
It's the Cube presenting Cuban to you by silicon angle. You know, here we are on 2021 you know, just exited one of the strangest years, recognition on the cloud computing providers that you need to give it to the customers the way they want it, It was private cloud And and then now we're, you know, hearing a lot of multi cloud And if you look at the last post that put on Silicon Angle, which was talking about five acquisition of Volterra, Is that distributed that you were talking about and I think that's what you know, kind of cool about this is we're being able to use our data and much different ways. And then you mentioned the ephemeral nature. And that's a that is a profound change, and you mentioned the observe ability. And that would include the programming model as well, And the thing we're talking about now is what is cloud is an operating model look like? and we were comparing the S n a definite the, you know, the proprietary protocol E think that's what you said? And I said, Oh, that means there s n a But if you think about it, that's kind of almost that can hang. think you know, Dave, your your dad doesn't change what you build ups. We have to figure out, you know, we get this a p But I think that many of the larger companies I speak to are looking for You know, obviously, if you look to the cloud providers A W s does a great job of stitching together that you know aviatrix on the network side will tear of the security side of companies like that. Maribel, I think if you look at the world of consumer APS, we moved to a lot more kind of purpose built So are you buying all into a Microsoft all you're buying all into an Amazon and If I don't take that step, gonna be stuck in the path in the past and not be able to move forward. So I think that this this concept of what are the technologies and services that you use And I was how companies make this transition is gonna out of the old bus and they take, you know, the seat and and they eventually start stripping away things. And so stitching the those different worlds together is where a lot got But you know, we all we all say that things were going to go away. I bank jobs from IBM kicks or something, you know, And if those were those workloads probably aren't gonna move anywhere, right, they're not. Remember that bank when you talk about bank guy we interviewed in the off the record after the Cube interviews like, I buy the next IBM mainframe sight unseen. But then, but then, but they're not growing right. But I do think if you look at the well, how it's different from the old four g l days where we didn't actually expand the base of developers. because it became so easy to dio. A So, you know, when you think of twilio, that's like a service. And data by its very nature is distributed so that she's putting forth the whole new paradigm Who's gonna build the visual studio for data, We didn't touch on because an opportunity for that for, you know, data governance and data ownership and data transport. the things you had before you replicated them in a new world with, like, some different software, And that's the part we're trying to hop into now. Consumerism ation of I t. I mean, if you think about what year was first year you heard that So if you think about it like, it kind of is happening. Well, you heard you heard. realized it didn't have the security tools, you know, to really be corporate great. Cloud kind of brings that I never looked at that way. Always a pleasure having you guys Mortgage rate content coming from the Cuban Cloud Day Volonte with John Ferrier and
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Rebecca Weekly, Intel Corporation | AWS re:Invent 2020
>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. Welcome back to the Cubes Coverage of 80 Bus Reinvent 2020. This is the Cube virtual. I'm your host, John Ferrier normally were there in person, a lot of great face to face, but not this year with the pandemic. We're doing a lot of remote, and he's got a great great content guest here. Rebecca Weekly, who's the senior director and senior principal engineer at for Intel's hyper scale strategy and execution. Rebecca. Thanks for coming on. A lot of great news going on around Intel on AWS. Thanks for coming on. >>Thanks for having me done. >>So Tell us first, what's your role in Intel? Because obviously compute being reimagined. It's going to the next level, and we're seeing the sea change that with Cove in 19, it's putting a lot of pressure on faster, smaller, cheaper. This is the cadence of Moore's law. This is kind of what we need. More horsepower. This is big theme of the event. What's what's your role in intel? >>Oh, well, my team looks after a joint development for product and service offerings with Intel and A W s. So we've been working with AWS for more than 14 years. Um, various projects collaborations that deliver a steady beat of infrastructure service offerings for cloud applications. So Data Analytics, ai ml high performance computing, Internet of things, you name it. We've had a project or partnership, several in those the main faces on thanks to that relationship. You know, today, customers Committee choose from over 220 different instance types on AWS global footprint. So those feature Intel processors S, P. J s ai accelerators and more, and it's been incredibly rewarding an incredibly rewarding partnership. >>You know, we've been covering Intel since silicon angle in the Cube was formed 10 years ago, and this is what we've been to every reinvent since the first one was kind of a smaller one. Intel's always had a big presence. You've always been a big partner, and we really appreciate the contribution of the industry. Um, you've been there with with Amazon. From the beginning, you've seen it grow. You've seen Amazon Web services become, ah, big important player in the enterprise. What's different this year from your perspective. >>Well, 2020 has been a challenging here for sure. I was deeply moved by the kinds of partnership that we were able to join forces on within telling a W s, uh, to really help those communities across the globe and to address all the different crisis is because it it hasn't just been one. This has been, ah, year of of multiple. Um, sometimes it feels like rolling crisis is So When the pandemic broke out in India in March of this year, there were schools that were forced to close, obviously to slow the spread of the disease. And with very little warning, a bunch of students had to find themselves in remote school out of school. Uh, so the Department of Education in India engaged career launcher, which is a partner program that we also sponsor and partner with, and it really they had to come up with a distance learning solutions very quickly, uh, that, you know, really would provide Children access to quality education while they were remote. For a long as they needed to be so Korean launcher turned to intel and to a W s. We helped design infrastructure solution to meet this challenge and really, you know, within the first, the first week, more than 100 teachers were instructing classes using that online portal, and today it serves more than 165,000 students, and it's going to accommodate more than a million over the fear. Um, to me, that's just a perfect example of how Cove it comes together with technology, Thio rapidly address a major shift in how we're approaching education in the times of the pandemic. Um, we also, you know, saw kind of a climate change set of challenges with the wildfires that occurred this year in 2020. So we worked with a partner, Roman, as well as a partner who is a partner with AWS end until and used the EEC Thio C five instances that have the second Gen Beyond available processors. And we use them to be able to help the Australian researchers who were dealing with that wildfire increase over 60 fold the number of parallel wildfire simulations that they could perform so they could do better forecasting of who needed to leave their homes how they could manage those scenarios. Um, and we also were able toe work with them on a project to actually thwart the extinction of the Tasmanian Devils. Uh, in also in Australia. So again, that was, you know, an HPC application. And basically, by moving that to the AWS cloud and leveraging those e c two instances, we were able to take their analysis time from 10 days to six hours. And that's the kind of thing that makes the cloud amazing, right? We work on technology. We hope that we get thio, empower people through that technology. But when you can deploy that technology a cloud scale and watch the world's solve problems faster, that has made, I would say 2020 unique in the positivity, right? >>Yeah. You don't wanna wish this on anyone, but that's a real upside for societal change. I mean, I love your passion on that. I think this is a super important worth calling out that the cloud and the cloud scale With that kind of compute power and differentiation, you gets faster speed to value not just horsepower, but speed to value. This is really important. And it saved lives that changes lives. You know, this is classic change. The world kind of stuff, and it really is on center stage on full display with Cove. I really appreciate, uh, you making that point? It's awesome. Now with that, I gotta ask you, as the strategist for hyper scale intel, um, this is your wheelhouse. You get the fashion for the cloud. What kind of investments are you making at Intel To make more advancements in the clock? You take a minute, Thio, share your vision and what intel is working on? >>Sure. I mean, obviously were known more for our semiconductor set of investments. But there's so much that we actually do kind of across the cloud innovation landscape, both in standards, open standards and bodies to enable people to work together across solutions across the world. But really, I mean, even with what we do with Intel Capital, right, we're investing. We've invested in a bunch of born in the cloud start up, many of whom are on top of AWS infrastructure. Uh, and I have found that to be a great source of insights, partnerships, you know, again how we can move the needle together, Thio go forward. So, in the space of autonomous learning and adopt is one of the start ups we invested in. And they've really worked to use methodologies to improve European Health Co network monitoring. So they were actually getting a ton of false positive running in their previous infrastructure, and they were able to take it down from 50 k False positive the day to 50 using again a I on top of AWS in the public cloud. Um, using obviously and a dog, you know, technology in the space of a I, um we've also seen Capsule eight, which is an amazing company that's enabling enterprisers enterprises to modernize and migrate their workloads without compromising security again, Fully born in the cloud able to run on AWS and help those customers migrate to the public cloud with security, we have found them to be an incredible partner. Um, using simple voice commands on your on your smartphone hypersonic is another one of the companies that we've invested in that lets business decision makers quickly visualized insects insight from their disparate data sources. So really large unstructured data, which is the vast majority of data stored in the world that is exploding. Being able to quickly discern what should we do with this. How should we change something about our company using the power of the public cloud? I'm one of the last ones that I absolutely love to cover kind of the wide scope of the waves. That cloud is changing the innovation landscape, Um, Model mine, which is basically a company that allows people thio take decades of insights out of the mainframe data and do something with it. They actually use Amazon's cloud Service, the cloud storage service. So they were able Teoh Teik again. Mainframe data used that and be able to use Amazon's capabilities. Thio actually create, you know, meaningful insights for business users. So all of those again are really exciting. There's a bunch of information on the Intel sponsor channel with demos and videos with those customer stories and many, many, many more. Using Amazon instances built on Intel technology, >>you know that Amazon has always been in about startup born in the cloud. You mentioned that Intel has always been investing with Intel Capital, um, generations of great investments. Great call out there. Can you tell us more about what, uh, Amazon technology about the new offerings and Amazon has that's built on Intel because, as you mentioned at the top of the interview, there's been a long, long standing partnership since inception, and it continues. Can you take a minute to explain some of the offerings built on the Intel technology that Amazon's offering? >>Well, I've always happened to talk about Amazon offerings on Intel products. That's my day job. You know, really, we've spent a lot of time this year listening to our customer feedback and working with Amazon to make sure that we are delivering instances that are optimized for fastest compute, uh, better virtual memory, greater storage access, and that's really being driven by a couple of very specific workloads. So one of the first that we are introducing here it reinvents is the n five the n instant, and that's really ah, high frequency, high speed, low Leighton see network variants of what was, you know, the traditional Amazon E. C two and five. Um, it's powered by a second Gen Intel scalable processors, The Cascade late processors and really these have the highest all court turbo CPU performance from the on scalable processors in the club, with a frequency up to 4.5 gigahertz. That is really exciting for HPC work clothes, uh, for gaining for financial applications. Simulation modeling applications thes are ones where you know, automation, Um, in the automotive space in the aerospace industries, energy, Telkom, all of them can really benefit from that super low late and see high frequency. So that's really what the M five man is all about, um, on the br to others that we've introduced here today and that they are five beats and that is that can utilize up thio 60 gigabits per second of Amazon elastic block storage and really again that bandwidth and the 260 I ops that it can deliver is great for large relational databases. So the database file systems kind of workload. This is really where we are super excited. And again, this is built on Cascade Lake. The 2nd 10. Yeah, and it takes It takes advantage of many different aspects of how we're optimizing in that processor. So we were excited to partner with customers again using E. B s as well as various other solutions to ensure that data ingestion times for applications are reduced and they can see the delivery to what you were mentioning before right time to results. It's all about time to results on the last one is t three e. N. 33 e n is really the new D three instant. It's again on the Alexa Cascade Lake. We offer those for high density with high density local hard drive storage so very cost optimized but really allowing you to have significantly higher network speed and disk throughput. So very cost optimized for storage applications that seven x more storage capacity, 80% lower costs given terabytes of storage compared to the previous B two instances. So we will really find that that would be ideal for workloads in distributed and clustered file system, Big data and analytics. Of course, you need a lot of capacity on high capacity data lakes. You know, normally you want to optimize a day late for performance, but if you need tons of capacity, you need to walk that line. And I think the three and really will help you do that. And and of course, I would be absolutely remiss to not mention that last month we announced the Amazon Web Services Partnership with us on an Intel select solution, which is the first, you know, cloud Service provider to really launching until select solution there. Um, and it's an HPC space, So this is really about in high performance computing. Developers can spend weeks for months researching, you know, to manage compute storage network software configuration options. It's not a field that has gone fully cloud native by default, and those recipes air still coming together. So this is where the AWS parallel cluster solution using. It's an Intel Select solution for simulation and modeling on top of AWS. We're really excited about how it's going to make it easier for scientists and researchers like the ones I mentioned before, but also I t administrators to deploy and manage and just automatically scale those high performance computing clusters in Aws Cloud. >>Wow, that's a lot. A lot of purpose built e mean, no, you guys were really nailing. I mean, low late and see you got stories, you got density. I mean, these air use cases where there's riel workloads that require that kind of specialty and or e means beyond general purpose. Now, you're kind of the general purpose of the of the use case. This is what cloud does this is amazing. Um, final comments this year. I want to get your thoughts because you mentioned Cloud Service provider. You meant to the select program, which is an elite thing, right? Okay, we're anticipating Mawr Cloud service providers. We're expecting Mawr innovation around chips and silicon and software. This is just getting going. It feels like to me, it's just the pulse is different this year. It's faster. The cadence has changed. As a strategist, What's your final comments? Where is this all going? Because this is pretty different. Its's not what it was pre code, but I feel like this is going to continue transforming and being faster. What's your thoughts? >>Absolutely. I mean, the cloud has been one of the biggest winners in a time of, you know, incredible crisis for our world. I don't think anybody has come out of this time without understanding remote work, you know, uh, remote retail, and certainly a business transformation is inevitable and required thio deliver in a disaster recovery kind of business continuity environment. So the cloud will absolutely continue on continue to grow as we enable more and more people to come to it. Um, I personally, I couldn't be more excited than to be able Thio leverage a long term partnership, incredible strength of that insulin AWS partnership and these partnerships with key customers across the ecosystem. We do so much with SVS Os Vives s eyes MSP, you know, name your favorite flavor of acronym, uh, to help end users experience that digital transformation effectively, whatever it might be. And as we learn, we try and take those learnings into any environment. We don't care where workloads run. We care that they run best on our architecture. Er and that's really what we're designing. Thio. And when we partner between the software, the algorithm on the hardware, that's really where we enable the best and user demand and the end use their time to incite and use your time to market >>best. >>Um, so that's really what I'm most excited about. That's obviously what my team does every day. So that's of course, what I'm gonna be most excited about. Um, but that's certainly that's that's the future that you see. And I think it is a bright and rosy one. Um, you know, I I won't say things I'm not supposed to say, but certainly do be sure to tune into the Cube interview with It's on. And you know, also Chatan, who's the CEO of Havana and obviously shaken, is here at A W s, a Z. They talk about some exciting new projects in the AI face because I think that is when we talk about the software, the algorithms and the hardware coming together, the specialization of compute where it needs to go to help us move forward. But also, the complexity of managing that heterogeneity at scale on what that will take and how much more we need to do is an industry and as partners to make that happen. Um, that is the next five years of managing. You know how we are exploding and specialized hardware. I'm excited about that, >>Rebecca. Thank you for your great insight there and thanks for mentioning the Cube interviews. And we've got some great news coming. We'll be breaking that as it gets announced. The chips in the Havana labs will be great stuff. I wouldn't be remiss if I didn't call out the intel. Um, work hard, play hard philosophy. Amazon has a similar approach. You guys do sponsor the party every year replay party, which is not gonna be this year. So we're gonna miss that. I think they gonna have some goodies, as Andy Jassy says, Plan. But, um, you guys have done a great job with the chips and the performance in the cloud. And and I know you guys have a great partner. Concerts provide a customer in Amazon. It's great showcase. Congratulations. >>Thank you so much. I hope you all enjoy olive reinvents even as you adapt to New time. >>Rebecca Weekly here, senior director and senior principal engineer. Intel's hyper scale strategy and execution here in the queue breaking down the Intel partnership with a W s. Ah, lot of good stuff happening under the covers and compute. I'm John for your host of the Cube. We are the Cube. Virtual Thanks for watching
SUMMARY :
It's the Cube with digital coverage It's going to the next level, and we're seeing the sea change that with Cove in 19, ai ml high performance computing, Internet of things, you name it. and this is what we've been to every reinvent since the first one was kind of a smaller one. by the kinds of partnership that we were able to join forces on within telling a W I really appreciate, uh, you making that point? I'm one of the last ones that I absolutely love to cover kind of the wide scope of the waves. about the new offerings and Amazon has that's built on Intel because, as you mentioned at the top of the interview, and researchers like the ones I mentioned before, but also I t administrators to deploy it's just the pulse is different this year. I mean, the cloud has been one of the biggest winners in a time of, that's the future that you see. And and I know you guys have a great partner. I hope you all enjoy olive reinvents even as you adapt to in the queue breaking down the Intel partnership with a W s. Ah, lot of good stuff happening under the
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