(upbeat music) >> Hello, and welcome to this Cube Conversation kicking off 2022, I'm John Furrier, your host of theCUBE. We're with Loris Degioanni, Chief Technology Officer and founder of Sysdig. A company that's in the pioneering cloud native and cloud native security, open source, big part of the CNCF, CUBECon coverage. Of course, we know them as of that environment as well as DockerCon which we've covered many times. Sysdig is a very successful company. Loris, welcome to theCUBE Conversation. >> Thank you and thanks for having me. >> Well, we know a lot about you, but a lot of folks are learning about you guys with your success. Congratulations on the funding and the validation of your product, which is not a surprise. We've been saying on theCUBE open source has been powering innovation for some time and getting stronger, faster. The predictions in the Linux Foundation about this open source contributions continue to be blown away by their projections and more and more is coming. A new generation is upon us. Cloud Native, Edge, Kubernetes. All of these things are powering a modern application environment which is changing business. And under the covers, you guys are a big part of it. So take us through who Sysdig is, what you guys do for the folks out there and let's get into it. Obviously open source is a big part of it. Take us through who is Sysdig and what do you guys do. >> Yeah, Sysdig helps you run your software in the cloud in a way that is secure and confidently. We have a security solution that covers containers, cloud and Kubernetes. And we cover you in the life cycle of modern application. So the Sysdig security platform helps you secure application in a way that ranges from like shift left in CSD and finding vulnerabilities in your CSD pipeline to run time security that is very important in the cloud in particular with orchestrated infrastructures like the ones that are run by Kubernetes. And then of course, everything that has to do with the forensics, threat-hunting and so on. And the world is changing, security is changing, and Sysdig is one of the startups, one of the companies that is at the forefront of true modern cloud native security. >> So I got to ask you. Were you sitting in your backyard one day thinking, hey, I'm going to start a company? How did this all come together? I mean, the originator story, because we saw open source, we saw even more before CNCF was formed, you saw what cloud was doing. Again, we saw OpenStack and all these other things happening around technology. What was the driver behind the founding of Sysdig, and then how did that progress? Because again, there's an open source component here I want to get into. >> Yeah, and it's interesting that you say backyard because actually Sysdig was actually started in my backyard. Just outside of here. So the backyard metaphor is very, very fitting here. And in a general way, let's say I come from a background in open source for a very long time. Sysdig is my second company. My first company was called Case Technologies. It was the company behind an open source network analyzer called Wireshark, which is widely used by millions and millions of people around the world to do network troubleshooting and network analysis. And when we were doing network packets, we were using like the network devices to collect information. The data that is being transferred on the network has some very nice properties, it's rich. It's very deep. When you can see and decode what's happening on the network, you can understand what applications are doing, what the users are doing. I used to say, packets never lie, right? Because you could connect to the router and collect this data and they have a very good picture without any two instrument libraries to link, to install stuff and so on. And all of a sudden, we're moving to the cloud and the router that was like the vintage point for this beautiful way of doing security and visibility disappears. And you're renting instances that are floating in the Amazon cloud. And when the world changed that way from one point of view, I was sure that what we're doing before was useful and was powerful for the users. But I was also sure, okay, the world is going to change. The retrofitted solutions are not going to work. We can take our product, but then we have the innovator dilemma. We have a product that we cannot completely radically change. So I decided let's start from scratch. Let's start Sysdig. Let's try to understand actually what this cloud is going, where containers are going. There's this new Kubernetes thing that everybody's talking about. What does it mean to offer deep, rich, but at the same time lightweight and easy to deploy security and visibility for this kind of new way of writing software and that's how Sysdig was born. >> So if I remember correctly back in that timeframe, that couple you said you found a millions people using that application. If I remember correctly, that was software network monitoring. Is that true? Is that open source at that time? Was that an open project or was that? >> Yeah, like Wireshark is a network analyzer and the software that we're doing was heavily open source oriented and was mostly software and there were also potentially appliances because this was data center more kind of stuff. >> That was before cloud even came here. So again, defined data center software and defined clouds happening. So again, good segue into kind of where security, you mentioned footprints, you can track people with packets. So to your point, is this the tie into security, tell us how this fits in with open source and security with the software piece? >> Yeah, what Sysdig did essentially, the idea was let's learn from our prior life. I always say that every new wave of technology is built on the shoulders of the previous one. And you'd never reinvent anything. You just apply it and evolve it. And the same thing we did with Sysdig. So we learned what was working with our previous approaches that were based on observing the applications behavior by looking essentially at network traffic, but we adapted it to modern infrastructures. And open source was our mantra before with Wireshark and became our mantra with Sysdig. Sysdig, the company name comes from the open source tool that we released was the first thing that we released in our company. And then few years later with Falco, which now is the premier open source project that was created by Sysdig and is now part of the CNCF, it's an incubating project. And it's essentially the runtime security tool for containers, Kubernetes, and cloud. >> Take us through that Falco, because I think this is an important distinction on your success trajectory because CNCF has a nice playbook where companies can contribute to the CNCF at the same time, that creates an open environment for all, and then have a business model tied to it. This is kind of a new, not new, but this is a successful way to be open source and have a commercial opportunity. >> Yeah, and very much a substantial portion of our commercial product is let's say an extension of Falco. But let's say our approach was like, let's first produce something that is truly useful for the community and fits in the proper way with the ecosystem, with the rest of the ecosystem. Nowadays in every field security as well, you don't build any more a single solution. You build something that needs to fit very well in the stack. Kubernetes, Prometers, network meshes and DCO and this kind of stuff, these all fit together. So Falco, which is the runtime security component needs to fit as well. So initially our focus was like, okay, we need to fill the gap of runtime security for containers, for Kubernetes, and also for cloud. But we need to do that in a way that is community first and data really helps, but also engages and takes advantage of the users, of the broader community. At that point, going to the CNCF and telling the CNCF, hey, look, we developed these, are you interested in partnering with us and being essentially the organization behind this project, was very natural. And that's what we did in 2016, sorry, 2018. 2016 is when Falco started, 2018. And at that point, you know, it's a great partnership because the CNCF is really a great home for all of these projects and really makes it possible for the users to trust a project in a way that they know that even if the commercial banker, even if the original creators, even if the team rotates and changes and evolves, the end users can still use this project, trust this project and know that it's community driven. And it's been a great journey for us. >> How would you describe what Falco is and what are the key use cases? >> Yeah, Falco is, I compare it to the security camera for your containers, your house and your cloud infrastructure. So the same way that the security camera allows you to observe maybe what's happening in your home, even if you have a lock, is still useful to have a security camera, right? To understand when something breaks in what they're doing, when they do it, get an alarm when something better happens. Similarly, in software infrastructures, you can still have your lock, your firewall and so on, but then you use a security camera like Falco that is able to observe every single container, every single process, every single machine, every single network connection and so on. Keep an eye on it and then it has sort of a points-based system that includes a bunch of policies that come essentially pre-packaged that allow the users to detect when something dangerous or suspicious happens in the infrastructure. For example, I don't know somebody is spawning or sharing their radius container. Or somebody is logging in AWS without multi-factor authentication. Falco keeps a constant eye and lets you know, it gives you an alert when something like that happens. >> You know what I love about what you guys do and kind of highlights what we've been saying on theCUBE for many, many years is that the networking concepts of the older generations have been moving up the stack with cloud because you got rule engines, policy automation, all these things are now part of connected systems. So if you have the cloud, which is essentially a distributed computing, you have more networks, more connections. And so the networking paradigms of packets can be moved over to software, well, software maintenance, if you will, or anything, any middleware, whatever you want to call it. I mean, this is kind of a new paradigm. So, what's your reaction to that? I want to get your take on this because this is kind of really happening. >> Yeah, and you are absolutely right. And what us as a Falco community or as Sysdig as a company is exactly that. We're taking the concepts that were maybe at the base of the previous generation of the data center in terms of policies, in terms of one clause and we're sort of elevating them to what modern cloud is. To give you an example, I don't know if you remember, but a Falco was inspired by a tool called Snort and the company also was Sourcefire. Snort used to listen on the network, constantly observe the network traffic and the deploy policies to tell you, okay, somebody uploaded a file from China and this file contains a malware. Now we do this, but we're able to see inside containers. We have cloud context. We understand the regions. We understand Kubernetes namespace and all these kinds of stuff. So we're able to put so much more context and be so much closer to the user, but the concepts are the same. We're just, as I was saying, sitting on the shoulders of people before us that invented this and we're modernizing them. >> Well, this is what refactoring is all about. This is the benefit of the cloud. I think, this is why a lot of the cloud native success is happening because companies are realizing that they can actually not just re platform in the cloud, but actually refactor their business, completely different. Using other paradigms and not necessarily rip and replace or just cut and paste. They can take concepts and codify them in their workloads, not necessarily general purpose. So again, key cloud concept and only going to get stronger with the edge developing. So again, more and more complexity, connected complexity. >> Yeah, complexity that more and more you manage through automation, right? Which is another key concept in the cloud. So we are able as a market, as a community to have and manage more and more complex infrastructures because we have tools that are able to automate, to take care of stuff for us, to potentially remediate, which is another big theme in modern security for us and so on. And of course, again, companies like Sysdig, try to really read these in the plight, in a proper way that can be the most possible useful. >> And hackers love complexity, right? And love chaos. And so unless you tame that with really good software, this is the key challenge. >> You need to manage chaos and you need good software to help you manage chaos. >> All right, final question for you. How is Sysdig and the Falco community working with AWS? >> Yeah, in a number of ways. One of the beauties, as I was telling before of essentially being built on an open source project like Falco is that you can really work together with cloud providers like AWS with mutual advantage. For example, AWS and team members at Amazon have done many contributions to Falco and the Sysdig system and integrations and so on. We partnered as Falco community and Sysdig with AWS to offer proper support for Falco versus the products on Fargate, which is, managed containers are the future, are very powerful. Everybody wants to go there, but then you need to make sure that you are covered, you have security from the point of view of severability and so on. Sysdig and AWS work together on doing a P trace based implementation, this is a technical thing, but essentially it means that a tool like Falco can give you invitations, can be the security camera for Fargate as well. And in general way, Amazon is a great partner for us on a daily basis as a community and as a company. >> Loris, you've got a great company there. And again, it was great to see you guys grow from the beginning and the wave is here. As they say, in California, you guys are riding the right wave. And I think it's just the beginning. I think you're going to see more and more security be programmable, built in, automated, under the covers, invisible, but working. And I think the same is going to be true for data and other things. So a lot more to do. And again, it's distributed computing. We've seen this movie before, but not in this environment. So new tools are coming and you guys are a big part of it. Thank you so much for coming on theCUBE and sharing what you guys are doing and the technology behind Sysdig. Thanks for coming on. >> Thank you very much and thank you for the great conversation. >> Okay, this is theCUBE I'm John Furrier your host for Cube conversations with Sysdig's Loris Degioanni, CTO of Sysdig. Thanks for watching. (gentle music)

>> Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2019. Brought to you by Dell Technologies and its ecosystem partners. >> Welcome back everyone to theCUBE's live coverage of Dell World Technologies here in Las Vegas. I'm your host, Rebecca Knight along with my cohost, Stu Miniman. We have two guests for this segment. We have Honore LaBourdette. She is the VP, Global Market Development, Telco Business Group. Welcome, VMware, thank you, sorry. >> Thank you, yes. >> Welcome. And we have Kevin Shatzkamer, Senior VP, Networking and Solutions, Dell EMC. Thank you both so much for coming on the show. >> Our pleasure. >> Thank you. >> So Kevin I want to start with you. There was a big announcement this morning, signing with Orange of France. Tell our viewers a little bit more about this. >> Yeah, sure. So, I think as overall Dell Technologies continues to focus on helping our service providers through what is a very complex transition, both in their business, in their operations, in their technology investments, in the operational skill set gaps, in the business models, the architecture's use cases kind of comes across the board of how their businesses are evolving. What we continue to do is focus on a core set of telecommunication service providers that we can partner with very deeply to help in that transformation and use the knowledge gained through that collaboration as a means to expand the Dell Technologies capabilities globally. So, I think that the belief is that when we help solve problems, it not only benefits the service provider we're working with, it benefits the industry as a whole with the lessons learned, so that we can then contribute back. >> And so far, there's been some enthusiasm about this? >> There certainly has. I think it's been a big day for us. Obviously, the first two days at Dell Technologies World, we're extremely focused on new product introductions across the Dell portfolio, and today, with the opportunity to expand the messaging and announce some of the great things we're doing with partners, we're doing with out customers, and we're doing within the ecosystem, I think we continue to drive a very positive message. >> Honore, the networking component is something that we know service providers have a need and is ever-changing. We've watched that expand greatly in the VMware portfolio over the years. I've done plenty of interviews with telcos talking about things like NFV, network functions virtualization, but the big thing everybody's been talking about, the last couple of years it feels like, is 5G. So, maybe we could start there, but talk a little bit about what you're hearing from service providers and how VMware and VMware plus Dell are helping to meet some of those requirements. >> Sure, well, needless to say, 5G is the topic of every conversation we have with our telecommunication customers, and I think that there's a number of areas around 5G that are most prevalent in those conversations. One is really how does the service provider get a return on investment for the huge amounts of monies that they're investing in this infrastructure, right? So, 5G is a new infrastructure, a new technology, that's going to require a refresh of the entire infrastructure. And so, while they're making all of those investments, and they are doing so very aggressively to have a first-mover advantage, in terms of the first to deliver on a 5G technology, they want to work with vendors who can, in fact, accelerate their time to a return on the investment for that infrastructure. So, many of our conversations are really focused around how can we help these service providers actually accomplish that, right? Not just build out, or take advantage of a software-defined infrastructure and all of the technologies that both Dell and WMware offer to them under the umbrella of the Dell Technology Companies, but also, how can we help them accelerate services that they want to to put on top of the 5G technology? I think one of the key differentiators of 5G over its predecessors is that the industry has recognized that it's going to require partnerships in order for the service providers to really get their return on investment. And that's where the partnership with VMware and with Dell and the work that Kevin and I are doing together to focus on service providing is really anchored, right? It's bringing together those partnerships, so that these telecommunication customers can take advantage of our technology and do it very quickly. >> So, there's a real acknowledgement of the need for partnerships? >> Yes. >> So then, how do you show customers that the VMware-Dell partnership is the right direction? >> Well, needless to say, it's anchored in our technology. Kevin and I have been working together for a number of years now, and our partnership really started out focusing on just making sure that the components of the stack worked as promised, right? That we could deliver a high degree of confidence to our customers that when they software-defined the infrastructure on Dell Technology hardware, and then layered on top of that, their virtual network functions, that it would perform our outperform their legacy, bare-metal, vertical-stack equipment. Over time, however, our partnership has progressed to where we're actually collaborating to bring new technology to market together. And one example of that is the City of Las Vegas. We recently announced a Smart City IoT use case, and that technology, that solution, was co-developed with NTT, Dell EMC, and VMware using VMware software, Dell hardware, as well as Dell Storage, Dell Data Analytics and Intelligence, and NTT's infrastructure and points of presence. >> Yeah, I think there's both a technical reality and an operational reality to the technologies that we speak of, right? The technical reality is that the transformation that the telcos are going through around NFV and the direction toward network edge, edge computing, cloud environments, is really just software-defined data center similar to what we've done on the IT side for a long time. So, the technologies that the telecommunications industry is adopting are the technologies that both Dell EMC and VMware have been working on for a very long time. The operational reality is that just taking what you've done in IT and applying it into a telco network is not sufficient. Understanding of the workloads, how those workloads layer on top of infrastructure, understanding that those workloads are in a transformation of their own, and that virtual network functions were not designed to natively consume and compute. They were designed for network appliances, and that there are still requirements that they drive down to the infrastructure was, I think, where Honore and I have been investing for the last several years, right? How do we complement the broad capabilities of both Dell EMC and VMware in IT virtualization software-defined data center, and bring in telco service provider networking expertise and domain knowledge that we can use to be able to really ramp up and accelerate the partnerships we have in the service provider industry? >> That's great stuff. We actually got to do an interview on the smarter cities earlier this week, and a fascinating discussion to see how there's, Kevin, I like what you laid out there. When I look at this space, scale gets talked about a lot, but you talk to telcos, they have a little bit of a different scale, and the management for these kind of environments is also quite a bit different than if you were talking to the enterprise. Are those some of the key items? Where would you say your focus? >> I also think that even further. That the challenges of scale that have been solved in the public cloud are a different set of challenges than the telco industry is really trying to wrestle with, right? In the public cloud, we're taking about a very small number of facilities, and we can build a homogenous architecture within there. We define a standard server. We replicate that server across a rack, replicate that rack across rows, replicate those rows across a data center. The reality is, as we get further and further towards the edge of the telco network, it looks more heterogeneous, right? I need GPUs for particular instances. I have cloud-native applications. I have virtualized applications that sit inside of VMs. I have native Linux environments. I need to handle dense networking topologies. I have east-west traffic, north-south traffic that I need to take into account. And I think that what we've figured out and what we've learned in automating and orchestrating the public cloud is how to handle hundreds of thousands of things at single-digit number of locations. And what we're talking about here is hundreds of thousands of locations with single-digit number of things. >> And that's another key area of the collaboration between the two groups, in terms of how we deliver value to our telco customers. So, rather than us working in silos and delivering yet another disparate technology for managing the edge, cloud, or all these different locations, we're working together so we can bring a cohesive technology to market for them. >> That's right, I think the infrastructure demands and openness and a willingness to be a productive member of a complex and consistently changing ecosystem, and I think that, obviously, Dell EMC does that in our way. VMware does it in their way, but there's clear recognition that the better capabilities are when we work together to really drive the platform and bring the true capabilities of the broader Dell technologies together. >> So, telcoms is a hugely competitive industry, and as you've talked about, there's a lot of challenges, and it's a real transformative moment for this sector. Can you lay out some of sort of what you're thinking about for after 5G, which as you've said, is a hugely expensive investment for these companies? But sort of post-5G, what are we looking at? What's on their minds of your customers? >> So, I don't know that there's going to be distinct, post-5G event, right? I think that 5G, in and of itself, is going to take some time to roll out and proliferate, to the extent that its predecessors is now deployed across all locations all over the world. I do think that 5G, in addition to the infrastructure technology, or the refresh of that technology, a lot of what is going to happen around 5G is, in fact, the applications and use cases that's going to take advantage of 5G. If we about what 5G is capable of enabling, it doesn't just address consumer applications. 5G also will address enterprise applications. And that opens up a whole world of innovation, and again, applications, partnerships, and vendors coming together, who can really help the service providers put those pieces together and deliver on those applications. There's already talk about 6G, although it's very limited. So, it's easy for me to say what's coming next after 5G will be 6G, but I think that there's still a lot of activity and a lot of innovation that will happen around 5G for some time to come. >> Yeah, we know that standards and the consortiums always have to be working. I was looking at terabit ethernet on the networking side. So, I wanted to help kind of bring this conversation together. If you have maybe a customer example, love if you could share who it is, but if not, give us a little bit of anonymity around what it is to help highlight this partnership. >> Sure, I think Honore shared the City of Las Vegas as a great example of where we're enabling the Smart Cities use case. We can speak to MetTel, in terms of the capabilities of Dell Technologies to be able to transform their NFV offerings and really help them bring NFV to market at scale. We can speak to at least one tier-one service provider in AMIA that is delivering a full-stack offering, in which we extended the capabilities of our Ericsson partnership that both Dell EMC, as well as VMware have, to build a complete stack offering of Ericsson, VMware, as well as Dell EMC. >> Yeah, and to Ericsson, there's some of the edge computing in there. I've talked to them quite a bit about what they're doing on their edge offering. >> Yeah, so I think we have a number of examples that we also can't share as publicly. But we continue to collaborate. I think we're driving fantastic innovation. The industry is responding extremely favorably across the board, and I think that the strategy that we have jointly to not just develop technology, but really change the way we engage with telecommunications organizations and service providers to work with them well before they're ready to deploy technology, and also, help them scale their own operations and understand this transformation is really key to the success here. Because just having the best technology at this inflection point in the industry is not enough. We really have to partner to help them understand how to operationalize and monetize that infrastructure. >> And we do have a number of innovation projects, with regards to the edge and far edge with some of the top-tier service providers, in particular, in the Americas, where we're working together for edge solutions. I've got to hear what this far-edge is in a future conversation, because I thought I was getting my arms around it, but -- >> I know, it was edge, and now it's edge and far-edge. >> That's for Dell Technologies World 2020. >> That's right. >> Honore, Kevin, thank you both so much for coming on theCUBE. >> My pleasure. >> Thank you. >> Thank you. >> It's a great time. >> You are watching theCUBE's live coverage of Dell Technologies World. There's more to come after this. (upbeat music)

>>The cube at IBM. Impact 2014 is brought to you by headline sponsor. IBM. Here are your hosts, John furrier and Paul Gillin. >>Hey, welcome back everyone. This is Silicon angle's the cube. It's our flagship program. We go out to the events district as soon from the noise. We're ending out day two of two days of wall to wall coverage with myself and Paul Galen. Uh, 10 to six 30 every day. I'm just, we'll take as much as we can just to get the data. Share that with you. Restrict the signal from the noise. I'm John furrier the bonus look at angle Miko is Paul Gilliam and our special guests, Holger Mueller, Mueller from constellation research analyst covering the space. Ray Wang was here earlier. You've been here for the duration. Um, we're going to break down the event. We'll do a wrap up here. Uh, we have huge impact event for 9,000 people. Uh, Paul, I want to go to you first and get your take on just the past two days. And we've got a lot of Kool-Aid injection attempts for Kool-Aid injection, but IBM people were very, very candid. I mean, I didn't find it, uh, very forceful at all from IBM. They're pragmatic. What's your thoughts on it? >>I think pragmatism is, is what I take away, John, if it gets a good, that's a good word for it. Uh, what I saw was a, uh, not a blockbuster. Uh, there was not a lot of, of, uh, of hype and overstatement about what the company was doing. I was impressed with Steve mills, but our interview with him yesterday, we asked about blockbuster acquisitions and he said basically, why, why, I mean, why should we take on a big acquisition that is going to create a headache, uh, for us in integrating into your organization? Let's focus on the spots where we have gaps and let's fill those. And that's really what they've, you know, they really have put their money where their mouth is and doing these 150 or more acquisitions over the last, uh, three or four years. Um, I think that the, the one question that I would have, I don't think there's any doubt about IBM's commitment to cloud as the future about their investment in big data analytics. They certainly have put their money where their mouth is. They're over $25 billion invested in big data analytics. One question I have coming out of this conference is about power and about the decision to exit the x86 market and really create confusion in a part of their business partners, their customers about about how they're going to fill that gap and where are they going to go for their actually needs and the power. Clearly power eight clearly is the future. It's the will fill that role in the IBM portfolio, but they've got to act fast. >>Do you think there's a ripple effect then so that that move I'll see cause a ripple effect in their ecosystem? >>Well, I was talking to a, I've talked to two IBM partners today, fairly large IBM partners and both of them have expressed that their customers are suffering some whiplash right now because all of a sudden the x86 option from IBM has gone away. And so it's frozen there. Their purchasing process and some of them are going to HP, some of them are looking at other providers. Um, I don't think IBM really has has told a coherent story to the markets yet about how >>and power's new. So they've got to prop that up. So you, so you're saying is okay, HP is going to get some new sales out of this, so frozen the for IBM and yet the power story's probably not clear. Is that what you're hearing? >>I don't think the power story is clear. I mean certainly it was news to me that IBM is taking on Intel at the, at this event and I was surprised that, that, >>that that was a surprise. Hold on, I've got to go to you because we've been sitting here the Cuban, we've been having all the execs come here and we've been getting briefed here in the cube. Shared that with the audience. You've been out on the ground, we've bumped into you guys, all, all the other analysts and all the briefings you've been in, the private sessions you've been in the rooms you've been, you've been, you've been out, out in the trenches there. What have you, what are you finding, what have you been hearing and what are the, some of the soundbites that you could share with the audience? It's not the classic God, Yemen, what are the differences? >>The Austin executives in cloud pedal, can you give me your body language? He had impact one year ago because they didn't have self layer at a time, didn't want to immediately actionable to do something involving what? A difference things. What in itself is fine, but I agree with what you said before is the messaging is they don't tell the customers, here's where we are right now. Take you by the hand. It's going to be from your door. And there's something called VMs. >>So it's very interesting. I mean I would consider IBM finalized the acquisition only last July. It's only been nine months since was acquired. Everything is software now. It leads me to think of who acquired who IBM acquired a software or did soflar actually acquire IBM because it seems to, SoftLayer is so strategic. IBM's cloud strategy going forward. >>Very strategic. I think it's probably why most transformative seemed like the Nexans agenda. And you've heard me say assault on a single thing. who makes it seven or eight weeks ago? It's moving very far. >>What do you think about the social business? Is that hanging together, that story? Hang on. It's obviously relevant direction. It's kind of a smarter planet positioning. Certainly businesses will be social. Are you seeing any meat on the bone there? On the collaboration side, >>one of the weakest parts, they have to be built again. Those again, they also have an additional for HR, which was this position, this stuff. It's definitely something which gives different change. >>I have to say, John, I was struck by the lack of discussion of social business in the opening keynote in particular a mobile mobile, big data. I mean that that came across very clear, but I've been accustomed to hearing that the social business rugby, they didn't, it didn't come out of this conference. >>Yeah. I mean my take on that was, is that >>I think it's pretty late. I don't think there's a lot of meat in the bone with the social, and I'll tell you why. I think it's like it's like the destination everyone wants to go to, but there's no really engine yet. Right. I think there's a lot of bicycle riding when they need a car. Right? So the infrastructure is just not is too embryonic, if you will. A lot of manual stuff going on. Even the analytics and you know you're seeing in the leaderboard here in the social media side and big data analytics. Certainly there are some core engine parts around IBM, but that social engine, I just don't see it happening. You risk requires a new kind of automation. It's got some real times, but I think that this is some, some nice bright spots. I love the streams. I love this zone's concept that we heard from Watson foundations. >>I think that is something that they need to pull out the war chest there and bring that front and center. I think the thinking about data as zones is really compelling and then I'll see mobile, they've got all the messaging on that and to give IBM to the benefit of the doubt. I mean they have a story now that they have a revenue generating story with cloud and with big data and social was never a revenue generating story. That's a software story. It's not big. It's not big dollars. And they've got something now that really they're really can drive. >>I'll tell you Chris Kristin from mobile first. She was very impressive and, and I'll tell you that social is being worked on. So I put the people are getting it. I mean IBM 100% gets social. I think the, the, it's not a gimmick to them. It's not like, Oh, we got some social media stuff. I think in the DNA of their soul, they, they come from that background of social. So I give them high marks on that. I just don't see the engine yet. I'm looking for analytics. I'm looking for a couple of eight cylinders. I just don't see it yet. You know, the engine, the engines, lupus and she wants to build the next generation of education. Big data, tons of mobile as the shoulder equivalent to social. I'm skeptical. I'm skeptical on Bloomix. I'll tell you why. I'm not skeptical. I shouldn't say that. >>It's going to get some plane mail for that. Okay. I'll say I'll see what's out there. I'll say it. I'm skeptical of Blumix because it could be a Wright brothers situation. Okay, look, I'm wrong guys building the wrong airplane. So the question is they might be on the wrong side of history if they don't watch the open source foundations because here's the problem. I have a blue mix, gets rushed to the market. Certainly IBM has got muscle solutions together. No doubt debting on cloud Foundry is really a risk and although people are pumping it up and it's got some momentum, they don't have a big community, they have a lot of marketing behind it and I know Jane's Wars over there is doing a great job and I'm Josh McKinsey over there with piston cloud. It'll behind it. It has all the elements of open collaboration and architecture or collaboration. However, if it's not a done deal yet in my mind, so that's a, that is a risk factor in my my mind. >>We've met a number of amazing, maybe you can help to do, to put these in order, a number of new concepts out there. We've got Bloomex the soft player, and we've got the marketplace, and these are all three concepts that approval, which is a subset of which, what's the hierarchy of these different platforms? >>That's hopefully, that's definitely at the bottom. The gives >>us visibility. You talk about the CIO and CSI all the time. Something you securities on every stupid LCO one on OCS and the marketplace. Basically naming the applications. Who would folded? IBM. IBM would have to meet opensource platform as a service. >>Well, it's not, even though it's not even open source and doing a deal with about foundries, so, so they've got, I think they're going in the middle. Where's their angle on that? But again, I like, again, the developer story's good, the people are solid. So I think it's not a fail of my, in my mind that all the messaging is great. But you know, we went to red hat summit, you know, they have a very active community, multiple generations in the data center, in the Indiana prize with Linux and, and open, you know, they're open, open shift is interesting. It's got traction and it's got legit traction. So that's one area. The other area I liked with Steve mills was he's very candid about this turf. They're staking out. Clearly the cloud game is up, is there is hardcore for them and in the IBM flavor enterprise cloud, they want to win the enterprise cloud. They clearly see Amazon, they see Amazon and its rhetoric and Grant's narrative and rhetoric against Amazon was interesting saying that there's more links on SoftLayer and Amazon. Now if you count links, then I think that number is skewed. So it's, you know, there's still a little bit of gamification going to have to dig into that. I didn't want to call him out on that, but know there's also a hosting business versus, you know, cloud parse the numbers. But what's your take on Amazon soft layer kind of comparison. >>It's, it's fundamentally different, right? Mustn't all shows everything. Why did see retailers moves is what to entirely use this software, gives them that visibility machine, this accommodation more conservatively knowing that I buy them, I can see that I can even go and physically touch that machine and I can only did the slowly into any cloud virtualization shed everything. >>Oh, Paul, I gotta say my favorite interview and I want to get your take on this. It was a Grady food. She was sat down with us and talk with us earlier today. IBM fell up, walks on water with an IBM Aussie legend in the computer industry. Just riveting conversation. I mean, it was really just getting started. I mean, it felt like we were like, you know, going into cruising altitude and then he just walked away. So they w what's your take on that conversation? >>Well, I mean, certainly he, uh, the gritty boujee interview, he gave us the best story of, of the two days, which is, uh, they're being in the hospital for open heart surgery, looking up, seeing the equipment, and it's going to be used to go into his chest and open his heart and knowing that he knows the people who program that, that equipment and they programmed it using a methodology that he invented. Uh, that, that, that's a remarkable story. But I think, uh, uh, the fact that that a great igloo can have a job at a company like IBM is a tribute to IBM. The fact that they can employ people like that who don't have a hard revenue responsibility. He's not a P. and. L, he's just, he's just a genius and he's a legend and he's an IBM to its crude, finds a place for people like that all throughout his organization. >>And that's why they never lost their soul in my opinion. You look at what HP and IBM, you know, IBM had a lot of reorganizations, a lot of pivots, so to speak, a lot of battleship that's turned this in way. But you know, for the most part they kept their R and D culture. >>But there's an interesting analogy too. Do you remember the case methodology was mutual support of them within the finance language that you mailed something because it was all about images, right? You would use this, this methodology, different vendors that were prior to the transport itself. Then I've yet to that credit, bring it together. bring and did a great service to all for software engineering. And maybe it's the same thing at the end, can play around diversity. >>You've got to give IBM process a great point. Earlier we, Steve mills made a similar reference around, it wasn't animosity, it was more of Hey, we've helped make Intel a big business, but the PC revolution, you know, where, what's in it for us? Right? You know, where's our, you know, help us out, throw us a bone. Or you know, you say you yell to Microsoft to go of course with the licensing fee with Gates, but this is the point, the unification story and with grays here, you know IBM has some real good cultural, you know industry Goodwill, you agree >>true North for IBM is the Antal quest customer. They'll do what's right where the money and the budget of the enterprise customers and press most want compatibility. They don't want to have staff, of course they want to have investment protection >>guys. I'd be able to do a good job of defining that as their cloud strategy that clearly are not going head to head with Amazon. It's a hybrid cloud strategy. They want to, they see the enterprise customers that legacy as as an asset and it's something they want to build on. Of course the risk of that is that Amazon right now is the pure play. It has all the momentum. It has all the buzz and and being tied to a legacy is not always the greatest thing in this industry, but from a practical revenue generating standpoint, it's pretty good. >>Hey guys, let's go down and wrap up here and get your final thoughts on the event. Um, and let's just go by the numbers, kind of the key things that IBM was promoting and then our kind of scorecard on kind of where they, where they kind of played out and new things that popped out of the woodwork that got your attention. You see the PO, the power systems thing was big on their messaging. Um, the big data story continues to be part of it. Blue mix central to the operations and the openness. You had a lot of open, open openness in their messaging and for the most part that's pretty much it. Um, well Watson, yeah, continue. Agents got up to Watson. >>Wow. A lot of news still to come out of Watson I think in many ways that is their, is their ACE in the hole and then that is their diamond. Any other thoughts? >>Well, what I missed is, which I think sets IBM apart from this vision, which is the idea of the API. Everybody else at that pure name stops the platform or says, I'm going to build like the org, I'm going to build you. That's a clear differentiator on the IBM side, which you still have to build part. They still have to figure out granularity surface that sets them apart that they have to give one. >>Yeah, and I think I give him an a plus on messaging. I think they're on all the right fault lines on the tectonic shifts that we're seeing. Everyone, I asked every every guest interview, what's the game changing moment? Why is it so important? And almost consistently the answers were, you know, we're living in a time of fast change data, you know, efficiency spare or you're going to be left behind. This is the confluence of all these trends, these fall lines. So I think IBM is sitting on these fall lines. Now the question is how fast can they cobbled together the tooling from the machineries that they have built over the years. Going back to the mainframe anniversary, it's out there. A lot of acquisitions, but, but so far the story and the story >>take the customer by the hand. That's the main challenge. I see. This wasn't often we do in Mexico, they want zero due to two times or they're chilling their conferences. It's the customer event and you know, and it's 9,000 people somehow have to do something to just show, right? So why is my wave from like distinguished so forth and so and so into? Well Lou mentioned, sure for the cloud, but how do we get there, right? What can we use, what am I SS and leverage? How do I call >>guys, really appreciate the commentary. Uh, this is going to be a wrap for us when just do a shout out to Matt, Greg and Patrick here doing a great job with the production here in the cube team and we have another cube team actually doing a simultaneous cube up in San Francisco service. Now you guys have done a great job here. And also shout out to Bert Latta Moore who's been doing a great job of live tweeting and help moderate the proud show, which was really a huge success and a great crowd chat this time. Hopefully we'll get some more influencers thought leaders in there for the next event and of course want to thank Paul Gillen for being an amazing cohost on this trip. Uh, I thought the questions and the and the cadence was fantastic. The guests were happy and hold there. Thank you for coming in on our wrap up. >>Really appreciate it. Constellation research. Uh, this is the cube. We are wrapping it up here at the IBM impact event here live in Las Vegas. It's the cube John furrier with Paul Gillen saying goodbye and see it. Our next event and stay tuned if it's look at angel dot DV cause we have continuous coverage of service now and tomorrow we will be broadcasting and commentating on the Facebook developer conference in San Francisco. We're running here, Mark Zuckerberg and all Facebook's developers and all their developer programs rolling out. So watch SiliconANGLE TV for that as well. Again, the cube is growing with thanks to you watching and thanks to all of our friends in the industry. Thanks for watching..