>>Okay, welcome back everyone. This is the Cube's coverage here in Las Vegas. Back at events re Mars, Amazon re Mars. I'm your host, John fur with the cube. Mars stands for machine learning, automation, robotics, and space. It's great event brings together a lot of the industrial space machine learning and all the new changes in scaling up from going on the moon to, you know, doing great machine learning. And we've got two great guests here with kinda called lunar outpost, Justin Sears, CEO, Lauren, man. He's the co-founder and chief strategy officer lunar outpost. They're right next to us, watching their booth. Love the name, gentlemen. Welcome to the cube. >>Yeah. Thanks for having us, John. >>All right. So lunar outpost, I get the clues here. Tell us what you guys do. Start with that. >>Absolutely. So lunar outpost, we're a company based outta Colorado that has two missions headed to the moon over the course of the next 24 months. We're currently operating on Mars, which forest will tell you a little bit more about here in a second. And we're really pushing out towards expanding the infrastructure on the lunar surface. And then we're gonna utilize that to provide sustainable access to other planetary bodies. >>All right, far as teeing it up for you. Go, how cool is this? We don't, we wanna use every minute. What's the lunar surface look like? What's the infrastructure roads. You gonna pave it down. You what's going on. Well, >>Where we're going. No one has ever been. So, um, our first mission is going to Shackleton connecting Ridge on the south pole, the moon, and that's ripe to add infrastructure such as landing pads and other things. But our first Rover will be primarily driving across the surface, uh, exploring, uh, what the material looks like, prospecting for resources and testing new technologies. >>And you have a lot of technology involved. You're getting data in, you're just doing surveillance. What's the tech involved there. >>Yeah. So the primary technology that we're demonstrating is a 4g network for NOK. Um, we're providing them mobility services, which is basically like the old Verizon commercial. Can you hear me now? Uh, where the Rover drives farther and farther away from the Lander to test their signal strength, and then we're gonna have some other payloads ride sharing along with us for the ride >>Reminds me the old days of wifi. We used to call it war drive and you go around and try to find someone's wifi hotspot <laugh> inside the thing, but no, this is kind of cool. It brings up the whole thing. Now on lunar outpost, how big is the company? What's how what's to some of the stats heres some of the stats. >>Absolutely. So lunar outpost, 58 people, uh, growing quite quickly on track to double. So any of you watching, you want a job, please apply <laugh>. But with lunar outpost, uh, very similar to how launch companies provide people access to different parts of space. Lunar outpost provides people access to different spots on planetary bodies, whether it's the moon, Mars or beyond. So that's really where we're starting. >>So it's kinda like a managed service for all kinds of space utilities. If you kind of think about it, you're gonna provide services. Yeah, >>Absolutely. Yeah. It, it's definitely starting there and, and we're pushing towards building that infrastructure and that long term vision of utilizing space resources. But I can talk about that a little bit more here in a sec. >>Let's get into that. Let's talk about Mars first. You guys said what's going on with >>Mars. Absolutely. >>Yeah. So right now, uh, lunar outpost is part of the science team for, uh, Moxi, which is an instrument on the perseverance Rover. Yeah. Moxi is the first demonstration of space resource utilization on another planet. And what space resource utilization is basically taking resources on another planet, turning them into something useful. What Moxi does is it takes the CO2 from the atmosphere of Mars and atmosphere of Mars is mostly CO2 and it uses a process called solid oxide electrolysis to basically strip oxygen off of that CO2 to produce oh two and carbon monoxide. >>So it's what you need to self sustain on the surface. >>Exactly. It's not just sustaining, um, the astronauts, but also for producing oxygen for propellant. So it'll actually produce, um, it's a, it's a technology that'll produce a propellant for return rockets, um, to come back for Mars. So >>This is the real wildcard and all this, this, this exploration is how fast can the discoveries invent the new science to provide the life and the habitat on the surface. And that seems to be the real focus in the, in the conversations I heard on the keynote as well, get the infrastructure up so you can kinda land and, and we'll pull back and forth. Um, where are we on progress? You guys have the peg from one zero to 10, 10 being we're going, my grandmother's going, everyone's going to zero. Nothing's moving. >>We're making pretty rapid >>Progress. A three six, >>You know, I'll, I'll put it on an eight, John an >>Eight, I'll put it on >>Eight. This is why the mission force was just talking about that's launching within the next 12 months. This is no longer 10 years out. This is no longer 20 years away, 12 months. And then we have mission two shortly after, and that's just the beginning. We have over a dozen Landers that are headed to line surface this decade alone and heavy lift Landers and launchers, uh, start going to the moon and coming back by 2025. >>So, and you guys are from Colorado. You mentioned before you came on camera, right with the swap offices. So you got some space in Colorado, then the rovers to move around. You get, you get weird looks when people drive by and see the space gear. >>Oh yeah, definitely. So we have, um, you know, we have our facility in golden and our Nevada Colorado, and we'll take the vehicles out for strolls and you'll see construction workers, building stuff, and looking over and saying, what's >>Good place to work too. So you're, you're hiring great. You're doubling on the business model side. I can see a lot of demand. It's cheaper to launch stuff now in space. Is there becoming any rules of engagement relative to space? I don't wanna say verified, but like, you know, yet somehow get to the point where, I mean, I could launch a satellite, I could launch something for a couple hundred grand that might interfere with something legitimate. Do you see that on the radar because you guys are having ease of use so smaller, faster, cheaper to get out there. Now you gotta refine the infrastructure, get the services going. Is there threats from just random launches? >>It's a, it's a really interesting question. I mean, current state of the art people who have put rovers on other planetary bodies, you're talking like $3 billion, uh, for the March perseverance Rover. So historically there hasn't been that threat, but when you start talking about lowering the cost and the access to some of these different locations, I do think we'll get to the point where there might be folks that interfere with large scale operations. And that's something that's not very well defined in international law and something you won't really probably get any of the major space powers to agree to. So it's gonna be up to commercial companies to operate responsibly so we can make that space sustainable. And if there is a bad actor, I think it they'll weed themselves out over time. >>Yeah. It's gonna be of self govern, I think in the short term. Good point. Yeah. What about the technology? Where are we in the technology? What are some of the big, uh, challenges that we're overcoming now and what's that next 20 M stare in terms of the next milestone? Yeah, a tech perspective. >>Yeah. So the big technology technological hurdle that has been identified by many is the ability to survive the LUN night. Um, it gets exceptionally cold, uh, when the sun on the moon and that happens every 14 days for another, for, you know, for 14 days. So these long, cold lunar nights, uh, can destroy circuit boards and batteries and different components. So lunar outpost has invested in developing thermal technologies to overcome this, um, both in our offices, in the United States, but we also have opened a new office in, uh, Luxembourg in Europe. That's focusing specifically on thermal technologies to survive the lunar night, not just for rovers, but all sorts of space assets. >>Yeah. Huge. That's a hardware, you know, five, nine kind of like meantime between failure conversation, right. >><laugh> and it's, it gets fun, right? Because you talk five nines and it's such like, uh, you know, ingrained part of the aerospace community. But what we're pitching is we can send a dozen rovers for the cost of one of these historical rovers. So even if 25% of 'em fail, you still have eight rovers for the cost of one of the old rovers. And that's just the, economy's a scale. >>I saw James Hamilton here walking around. He's one of the legendary Amazonians who built out the data center. You might come by the cube. That's just like what they did with servers. Hey, if one breaks throw it away. Yeah. Why buy the big mainframe? Yeah. That's the new model. All right. So now about, uh, space space, that's a not space space, but like room to move around when you start getting some of these habitats going, um, how does space factor into the size of the location? Um, cuz you got the, to live there, solve some of the thermal problems. How do I live on space? I gotta have, you know, how many people gonna be there? What's your forecast? You think from a mission standpoint where there'll be dozens of people or is it still gonna be small teams? >>Yeah. >>Uh, what's that look like? >>I mean you >>Can guess it's okay. >>I mean, my vision's thousands of people. Yep. Uh, living and working in space because it's gonna be, especially the moon I think is a destination that's gonna grow, uh, for tourism. There's an insane drive from people to go visit a new destination. And the moon is one of the most unique experiences you could imagine. Yep. Um, in the near term for Artis, we're gonna start by supporting the Artis astronauts, which are gonna be small crews of astronauts. Um, you know, two to six in the near term. >>And to answer your question, uh, you know, in a different way, the habitat that we're actually gonna build, it's gonna take dozens of these robotic systems to build and maintain over time. And when we're actually talking, timelines, force talks, thousands of people living and working in space, I think that's gonna happen within the next 10 to 15 years. The first few folks are gonna be on the moon by 2025. And we're pushing towards having dozens of people living and working in space and by 2030. >>Yeah. I think it's an awesome goal. And I think it's doable question I'll have for you is the role of software in all this. I had a conversation with, uh, space nerd and we were talking and, and I said open sources everywhere now in the software. Yeah. How do you repair in space? Does you know, you don't want to have a firmware be down. So send down backhoe back to the United States. The us, wait a minute, it's the planet. I gotta go back to earth. Yeah. To get apart. So how does break fix work in space? How, how do you guys see that problem? >>So this one's actually quite fun. I mean, currently we don't have astronauts that can pick up a or change a tire. Uh, so you have to make robots that are really reliable, right. That can continuously operate for years at a time. But when you're talking about long-term repairs, there's some really cool ideas and concepts about standardization of some of these parts, you know, just like Lu knots on your car, right? Yeah. If everyone has the same Lu knots on their wheel, great. Now I can go change it out. I can switch off different parts that are available on the line surface. So I think we're moving towards, uh, that in the long >>Term you guys got a great company. Love the mission. Final question for both of you is I noticed that there's a huge community development around Mars, living on Mars, living on the moon. I mean, there's not a chat group that clubhouse app used, used to be around just kind of dying. But now it's when the Twitter spaces Reddit, you name it, there's a fanatical fan base that loves to talk about an engineer and kind of a collective intelligence, not, may not be official engineering, but they just love to talk about it. So there's a huge fan base for space. How does someone get involved if they really want to dive in and then how do you nurture that audience? How does that, is it developing? What's your take on this whole movement? It's it's beyond just being interested. It's it's become, I won't say cult-like but it's been, there's very, a lot of people in young people interested in space. >>Yeah. >>Yeah. There's, there's a whole, lots of places to get involved. There's, you know, societies, right? Like the Mar society there's technical committees, um, there's, you know, even potentially learning about these, you know, taking a space, resources master program and getting into the field and, and joining the company. So, um, we really, uh, thrive on that energy from the community and it really helps press us forward. And we hope to, uh, have a way to take everyone with us on the mission. And so stay tuned, follow our website. We'll be announcing some of that stuff soon. >>Awesome. And just one last, uh, quick pitch for you, John, I'll leave you with one thought. There are two things that space has an infinite amount of the first is power and the second is resources. And if we can find a way to access either of those, we can fundamentally change the way humanity operates. Yeah. So when you're talking about living on Mars long term, we're gonna need to access the resource from Mars. And then long term, once we get the transportation infrastructure in place, we can start bringing those resources back here to earth. So of course there are gonna be those people that sign up for that first mission out to Mars with SpaceX. But, uh, we'd love for folks to join on with us at lunar outpost and be a part of that kind of next leap accessing those resources. >>I love the mission, as always said, once in the cube, everything in star Trek will be invented someday. <laugh>, we're almost there except for the, the, uh, the transporter room. We don't have that done yet, but almost soon be there. All right. Well, thanks for coming. I, I really appreciate Justin for us for sharing. Great story. Final minute. Give a plug for the company. What are you guys looking for? You said hiring. Yep. Anything else you'd like to share? Put a plug in for lunar outpost. >>Absolutely. So we're hiring across the board, aerospace engineering, robotics engineering, sales marketing. Doesn't really matter. Uh, we're doubling as a company currently around 58 people, as we said, and we're looking for the top people that want to make an impact in aerospace. This is truly a unique moment. First time we've ever had continuous reliable operations. First time NASA is pushing really hard on the public private partnerships for commercial companies like ours to go out and create this sustainable presence on the moon. So whether you wanna work with us, our partner with us, we'd be excited to talk to you and, uh, yeah. Please contact us at info. Lunar outpost.com. >>We'll certainly follow up. Thanks for coming. I love the mission we're behind you and everyone else is too. You can see the energy it's gonna happen. It's the cube coverage from re Mars new actions happening in space on the ground, in the, on the moon you name it's happening right here in Vegas. I'm John furrier. Thanks for watching.

(upbeat music) >> Okay, welcome back everyone. CUBE's coverage of re:MARS, here in Las Vegas, in person. I'm John Furrier, host of theCUBE. This is the analyst panel wrap up analysis of the keynote, the show, past one and a half days. We got two great guests here. We got Andy Thurai, Vice President, Principal Consultant, Constellation Research. Larry Carvalho, Principal Consultant at RobustCloud LLC. Congratulations going out on your own. >> Thank you. >> Andy, great to see you. >> Great to see you as well. >> Guys, thanks for coming out. So this is the session where we break down and analyze, you guys are analysts, industry analysts, you go to all the shows, we see each other. You guys are analyzing the landscape. What does this show mean to you guys? 'Cause this is not obvious to the normal tech follower. The insiders see the confluence of robotics, space, automation and machine learning. Obviously, it's IoTs, industrials, it's a bunch of things. But there's some dots to connect. Let's start with you, Larry. What do you see here happening at this show? >> So you got to see how Amazon started, right? When AWS started. When AWS started, it primarily took the compute storage, networking of Amazon.com and put it as a cloud service, as a service, and started selling the heck out of it. This is a stage later now that Amazon.com has done a lot of physical activity, and using AIML and the robotics, et cetera, it's now the second phase of innovation, which is beyond digital transformation of back office processes, to the transformation of physical processes where people are now actually delivering remotely and it's an amazing area. >> So back office's IT data center kind of vibe. >> Yeah. >> You're saying front end, industrial life. >> Yes. >> Life as we know it. >> Right, right. I mean, I just stopped at a booth here and they have something that helps anybody who's stuck in the house who cannot move around. But with Alexa, order some water to bring them wherever they are in the house where they're stuck in their bed. But look at the innovation that's going on there right at the edge. So I think those are... >> John: And you got the Lunar, got the sex appeal of the space, Lunar Outpost interview, >> Yes. >> those guys. They got Rover on Mars. They're going to have be colonizing the moon. >> Yes. >> I made a joke, I'm like, "Well, I left a part back on earth, I'll be right back." (Larry and Andy laugh) >> You can't drive back to the office. So a lot of challenges. Andy, what's your take of the show? Take us your analysis. What's the vibe, what's your analysis so far? >> It's a great show. So, as Larry was saying, one of the thing was that when Amazon started, right? So they were more about cloud computing. So, which means is they try to commoditize more of data center components or compute components. So that was working really well for what I call it as a compute economy, right? >> John: Mm hmm. >> And I call the newer economy as more of a AIML-based data economy. So when you move from a compute economy into a data economy, there are things that come into the forefront that never existed before, never popular before. Things like your AIML model creation, model training, model movement, model influencing, all of the above, right? And then of course the robotics has come long way since then. And then some of what they do at the store, or the charging, the whole nine yards. So, the whole concept of all of these components, when you put them on re:Invent, such a big show, it was getting lost. So that's why they don't have it for a couple of years. They had it one year. And now all of a sudden they woke up and say, "You know what? We got to do this!" >> John: Yeah. >> To bring out this critical components that we have, that's ripe, mature for the world to next component. So that's why- I think they're pretty good stuff. And some of the robotics things I saw in there, like one of them I posted on my Twitter, it's about the robot dog, sniffing out the robot rover, which I thought was pretty hilarious. (All laugh) >> Yeah, this is the thing. You're seeing like the pandemic put everything on hold on the last re:Mars, and then the whole world was upside down. But a lot of stuff pulled forward. You saw the call center stuff booming. You saw the Zoomification of our workplace. And I think a lot of people got to the realization that this hybrid, steady-state's here. And so, okay. That settles that. But the digital transformation of actually physical work? >> Andy: Yeah. >> Location, the walk in and out store right over here we've seen that's the ghost store in Seattle. We've all been there. In fact, I was kind of challenged, try to steal something. I'm like, okay- (Larry laughs) I'm pulling all my best New Jersey moves on everyone. You know? >> Andy: You'll get charged for it. >> I couldn't get away with it. Two double packs, drop it, it's smart as hell. Can't beat the system. But, you bring that to where the AI machine learning, and the robotics meet, robots. I mean, we had robots here on theCUBE. So, I think this robotics piece is a huge IoT, 'cause we've been covering industrial IoT for how many years, guys? And you could know what's going on there. Huge cyber threats. >> Mm hmm. >> Huge challenges, old antiquated OT technology. So I see a confluence in the collision between that OT getting decimated, to your point. And so, do you guys see that? I mean, am I just kind of seeing mirage? >> I don't see it'll get decimated, it'll get replaced with a newer- >> John: Dave would call me out on that. (Larry laughs) >> Decimated- >> Microsoft's going to get killed. >> I think it's going to have to be reworked. And just right now, you want do anything in a shop floor, you have to have a physical wire connected to it. Now you think about 5G coming in, and without a wire, you get minute details, you get low latency, high bandwidth. And the possibilities are endless at the edge. And I think with AWS, they got Outposts, they got Snowcone. >> John: There's a threat to them at the edge. Outpost is not doing well. You talk to anyone out there, it's like, you can't find success stories. >> Larry: Yeah. >> I'm going to get hammered by Amazon people, "Oh, what're you're saying that?" You know, EKS for example, with serverless is kicking ass too. So, I mean I'm not saying Outpost was wrong answer, it was a right at the time, what, four years ago that came out? >> Yeah. >> Okay, so, but that doesn't mean it's just theirs. You got Dell Technologies want some edge action. >> Yeah. >> So does HPE. >> Yes. >> So you got a competitive edge situation. >> I agree with that and I think that's definitely not Amazon's strong point, but like everything, they try to make it easy to use. >> John: Yeah. >> You know, you look at the AIML and they got Canvas. So Canvas says, hey, anybody can do AIML. If they can do that for the physical robotic processes, or even like with Outpost and Snowcone, that'll be good. I don't think they're there yet, and they don't have the presence in the market, >> John: Yeah. >> like HPE and, >> John: Well, let me ask you guys this question, because I think this brings up the next point. Will the best technology win or will the best solution win? Because if cloud's a platform and all software's open source, which you can make those assumptions, you then say, hey, they got this killer robotics thing going on with Artemis and Moonshot, they're trying to colonize the moon, but oh, they discovered a killer way to solve a big problem. Does something fall out of this kind of re:Mars environment, that cracks the code and radically changes and disrupts the IoT game? That's my open question. I don't know the answer. I'd love to get your take on what might be possible, what wild card's out there around, disrupting the edge. >> So one thing I see the way, so when IoT came into the world of play, it's when you're digitizing the physical world, it's IoT that does digitalization part of that actually, right? >> But then it has its own set of problems. >> John: Yeah. >> You're talking about you installing sensor everywhere, right? And not only installing your own sensor, but also you're installing competitor sensors. So in a given square feet how many sensors can you accommodate? So there are physical limitations on liabilities of bandwidth and networking all of that. >> John: And integration. >> As well. >> John: Your point. >> Right? So when that became an issue, this is where I was talking to the robotic guys here, a couple of companies, and one of the use cases they were talking about, which I thought was pretty cool, is, rather than going the sensor route, you go the robot route. So if you have either a factor that you want to map out, you put as many sensors on your robot, whatever that is, and then you make it go around, map the whole thing, and then you also do a surveillance in the whole nine yards. So, you can either have a fixed sensors or you can have moving sensors. So you can have three or four robots. So initially, when I was asking them about the price of it, when they were saying about a hundred thousand dollars, I was like, "Who would buy that?" (John and Larry laugh) >> When they then explained that, this is the use case, oh, that makes sense, because if you had to install, entire factory floor sensors, you're talking about millions of dollars. >> John: Yeah. >> But if you do the moveable sensors in this way, it's a lot cheaper. >> John: Yeah, yeah. >> So it's based on your use case, what are your use cases? What are you trying to achieve? >> The general purpose is over. >> Yeah. >> Which you're getting at, and that the enablement, this is again, this is the cloud scale open question- >> Yep. >> it's, okay, the differentiations isn't going to be open source software. That's open. >> It's going to be in the, how you configure it. >> Yes. >> What workflows you might have, the data streams. >> I think, John, you're bringing up a very good point about general purpose versus special purpose. Yesterday Zoox was on the stage and when they talked about their vehicle, it's made just for self-driving. You walk around in Vegas, over here, you see a bunch of old fashioned cars, whether they're Ford or GM- >> and they put all these devices around it, but you're still driving the same car. >> John: Yeah, exactly. >> You can retrofit those, but I don't think that kind of IoT is going to work. But if you redo the whole thing, we are going to see a significant change in how IoT delivers value all the way from the industrial to home, to healthcare, mining, agriculture, it's going to have to redo. I'll go back to the OT question. There are some OT guys, I know Rockwell and Siemens, some of them are innovating faster. The ones who innovate faster to keep up with the IT side, as well as the MLAI model are going to be the winners on that one. >> John: Yeah, I agree. Andy, your thoughts on manufacturing, you brought up the sensor thing. Robotics ultimately is, end of the day, an opportunity there. Obviously machine learning, we know what that does. As we move into these more autonomous builds, what does that look like? And is Amazon positioned well there? Obviously they have big manufacturers. Some are saying that they might want to get out of that business too, that Jassy's evaluating that some are saying. So, where does this all lead for that robotics manufacturing lifestyle, walk in, grab my food? 'Cause it's all robotics and AI at the end of the day, I got sensors, I got cameras, I got non-humans moving heavy lifting stuff, fixing the moon will be done by robots, not humans. So it's all coming. What's your analysis? >> Well, so, the point about robotics is on how far it has come, it is unbelievable, right? Couple of examples. One was that I was just talking to somebody, was explaining to them, to see that robot dog over there at the Boston Dynamics one- >> John: Yeah. >> climbing up and down the stairs. >> Larry: Yeah. >> That's more like the dinosaur movie opening the doors scene. (John and Larry laugh) It's like that for me, because the coordinated things, it is able to go walk up and down, that's unbelievable. But okay, it does that, and then there was also another video which is going on viral on the internet. This guy kicks the dog, robot dog, and then it falls down and it gets back up, and the sentiment that people were feeling for the dog, (Larry laughs) >> you can't, it's a robot, but people, it just comes at that level- >> John: Empathy, for a non-human. >> Yeah. >> But you see him, hey you, get off my lawn, you know? It's like, where are we? >> It has come to that level that people are able to kind of not look at that as a robot, but as more like a functioning, almost like a pet-level, human-level being. >> John: Yeah. >> And you saw that the human-like walking robot there as well. But to an extent, in my view, they are all still in an experimentation, innovation phase. It doesn't made it in the industrial terms yet. >> John: Yeah, not yet, it's coming. >> But, the problem- >> John: It's coming fast. That's what I'm trying to figure out is where you guys see Amazon and the industry relative to what from the fantasy coming reality- >> Right. >> of space in Mars, which is, it's intoxicating, let's face it. People love this. The nerds are all here. The geeks are all here. It's a celebration. James Hamilton's here- >> Yep. >> trying to get him on theCUBE. And he's here as a civilian. Jeff Barr, same thing. I'm here, not for Amazon, I bought a ticket. No, you didn't buy a ticket. (Larry laughs) >> I'm going to check on that. But, he's geeking out. >> Yeah. >> They're there because they want to be here. >> Yeah. >> Not because they have to work here. >> Well, I mean, the thing is, the innovation velocity has increased, because, in the past, remember, the smaller companies couldn't innovate because they don't have the platform. Now Compute is a platform available at the scale you want, AI is available at the scale. Every one of them is available at the scale you want. So if you have an idea, it's easy to innovate. The innovation velocity is high. But where I see most of the companies failing, whether startup or big company, is that you don't find the appropriate use case to solve, and then don't sell it to the right people to buy that. So if you don't find the right use case or don't sell the right value proposition to the actual buyer, >> John: Mm hmm. >> then why are you here? What are you doing? (John laughs) I mean, you're not just an invention, >> John: Eh, yeah. >> like a telephone kind of thing. >> Now, let's get into next talk track. I want to get your thoughts on the experience here at re:Mars. Obviously AWS and the Amazon people kind of combined effort between their teams. The event team does a great job. I thought the event, personally, was first class. The coffee didn't come in late today, I was complaining about that, (Larry laughs) >> people complaining out there, at CUBE reviews. But world class, high bar on the quality of the event. But you guys were involved in the analyst program. You've been through the walkthrough, some of the briefings. I couldn't do that 'cause I'm doing theCUBE interviews. What would you guys learn? What were some of the key walkaways, impressions? Amazon's putting all new teams together, seems on the analyst relations. >> Larry: Yeah. >> They got their mojo booming. They got three shows now, re:Mars, re:inforce, re:invent. >> Andy: Yeah. >> Which will be at theCUBE at all three. Now we got that coverage going, what's it like? What was the experience like? Did you feel it was good? Where do they need to improve? How would you grade the Amazon team? >> I think they did a great job over here in just bringing all the physical elements of the show. Even on the stage, where they had robots in there. It made it real and it's not just fake stuff. And every, or most of the booths out there are actually having- >> John: High quality demos. >> high quality demos. (John laughs) >> John: Not vaporware. >> Yeah, exactly. Not vaporware. >> John: I won't say the name of the company. (all laugh) >> And even the sessions were very good. They went through details. One thing that stood out, which is good, and I cover Low Code/No Code, and Low Code/No Code goes across everything. You know, you got DevOps No Low-Code Low-Code. You got AI Low Code/No Code. You got application development Low Code/No Code. What they have done with AI with Low Code/No Code is very powerful with Canvas. And I think that has really grown the adoption of AI. Because you don't have to go and train people what to do. And then, people are just saying, Hey, let me kick the tires, let me use it. Let me try it. >> John: It's going to be very interesting to see how Amazon, on that point, handles this, AWS handles this data tsunami. It's cause of Snowflake. Snowflake especially running the table >> Larry: Yeah. >> on the old Hadoop world. I think Dave had a great analysis with other colleagues last week at Snowflake Summit. But still, just scratching the surface. >> Larry: Yeah. >> The question is, how shared that ecosystem, how will that morph? 'Cause right now you've got Data Bricks, you've got Snowflake and a handful of others. Teradata's got some new chops going on there and a bunch of other folks. Some are going to win and lose in this downturn, but still, the scale that's needed is massive. >> So you got data growing so much, you were talking earlier about the growth of data and they were talking about the growth. That is a big pie and the pie can be shared by a lot of folks. I don't think- >> John: And snowflake pays AWS, remember that? >> Right, I get it. (John laughs) >> I get it. But they got very unique capabilities, just like Netflix has very unique capabilities. >> John: Yeah. >> They also pay AWS. >> John: Yeah. >> Right? But they're competing on prime. So I really think the cooperation is going to be there. >> John: Yeah. >> The pie is so big >> John: Yeah. >> that there's not going to be losers, but everybody could be winners. >> John: I'd be interested to follow up with you guys after next time we have an event together, we'll get you back on and figure out how do you measure this transitions? You went to IDC, so they had all kinds of ways to measure shipments. >> Larry: Yep. >> Even Gartner had fumbled for years, the Magic Quadrant on IaaS and PaaS when they had the market share. (Larry laughs) And then they finally bundled PaaS and IaaS together after years of my suggesting, thank you very much Gartner. (Larry laughs) But that just performs as the landscape changes so does the scoreboard. >> Yep. >> Right so, how do you measure who's winning and who's losing? How can we be critical of Amazon so they can get better? I mean, Andy Jassy always said to me, and Adam Salassi same way, we want to hear how bad we're doing so we can get better. >> Yeah. >> So they're open-minded to feedback. I mean, not (beep) posting on them, but they're open to critical feedback. What do you guys, what feedback would you give Amazon? Are they winning? I see them number one clearly over Azure, by miles. And even though Azure's kicking ass and taking names, getting back in the game, Microsoft's still behind, by a long ways, in some areas. >> Andy: Yes. In some ways. >> So, the scoreboard's changing. What's your thoughts on that? >> So, look, I mean, at the end of the day, when it comes to compute, right, Amazon is a clear winner. I mean, there are others who are catching up to it, but still, they are the established leader. And it comes with its own advantages because when you're trying to do innovation, when you're trying to do anything else, whether it's a data collection, we were talking about the data sensors, the amount of data they are collecting, whether it's the store, that self-serving store or other innovation projects, what they have going on. The storage compute and process of that requires a ton of compute. And they have that advantage with them. And, as I mentioned in my last article, one of my articles, when it comes to AIML and data programs, there is a rich and there is a poor. And the rich always gets richer because they, they have one leg up already. >> John: Yeah. >> I mean the amount of model training they have done, the billion or trillion dollar trillion parametrization, fine tuning of the model training and everything. They could do it faster. >> John: Yeah. >> Which means they have a leg up to begin with. So unless you are given an opportunity as a smaller, mid-size company to compete at them at the same level, you're going to start at the negative level to begin with. You have a lot of catch up to do. So, the other thing about Amazon is that they, when it comes to a lot of areas, they admit that they have to improve in certain areas and they're open and willing and listen to the people. >> Where are you, let's get critical. Let's do some critical analysis. Where does Amazon Websters need to get better? In your opinion, what criticism would you, in a constructive way, share? >> I think on the open source side, they need to be more proactive in, they are already, but they got to get even better than what they are. They got to engage with the community. They got to be able to talk on the open source side, hey, what are we doing? Maybe on the hardware side, can they do some open-sourcing of that? They got graviton. They got a lot of stuff. Will they be able to share the wealth with other folks, other than just being on an Amazon site, on the edge with their partners. >> John: Got it. >> If they can now take that, like you said, compute with what they have with a very end-to-end solution, the full stack. And if they can extend it, that's going to be really beneficial for them. >> Awesome. Andy, final word here. >> So one area where I think they could improve, which would be a game changer would be, right now, if you look at all of their solutions, if you look at the way they suggest implementation, the innovations, everything that comes out, comes out across very techy-oriented. The persona is very techy-oriented. Very rarely their solutions are built to the business audience or to the decision makers. So if I'm, say, an analyst, if I want to build, a business analyst rather, if I want to build a model, and then I want to deploy that or do some sort of application, mobile application, or what have you, it's a little bit hard. It's more techy-oriented. >> John: Yeah, yeah. >> So, if they could appeal or build a higher level abstraction of how to build and deploy applications for business users, or even build something industry specific, that's where a lot of the legacy companies succeeded. >> John: Yeah. >> Go after manufacturing specific or education. >> Well, we coined the term 'Supercloud' last re:Invent, and that's what we see. And Jerry Chen at Greylock calls it Castles in the Cloud, you can create these moats >> Yep. >> on top of the CapEx >> Yep. >> of Amazon. >> Exactly. >> And ride their back. >> Yep. >> And the difference in what you're paying and what you're charging, if you're good, like a Snowflake or a Mongo. I mean, Mongo's, they're just as big as Snow, if not bigger on Amazon than Snowflake is. 'Cause they use a lot of compute. No one turns off their database. (John laughs) >> Snowflake a little bit different, a little nuanced point, but, this is the new thing. You see Goldman Sachs, you got Capital One. They're building their own kind of, I call them sub clouds, but Dave Vellante says it's a Supercloud. And that essentially is the model. And then once you have a Supercloud, you say, great, I'm going to make sure it works on Azure and Google. >> Andy: Yep. >> And Alibaba if I have to. So, we're kind of seeing a playbook. >> Andy: Mm hmm. >> But you can't get it wrong 'cause it scales. >> Larry: Yeah, yeah. >> You can't scale the wrong answer. >> Andy: Yeah. >> So that seems to be what I'm watching is, who gets it right? Product market fit. Then if they roll it out to the cloud, then it becomes a Supercloud, and that's pure product market fit. So I think that's something that I've seen some people trying to figure out. And then, are you a supplier to the Superclouds? Like a Dell? Or you become an enabler? >> Andy: Yeah. >> You know, what's Dell Technologies do? >> Larry: Yeah. >> I mean, how do the box movers compete? >> Larry: I, the whole thing is now hybrid and you're going to have to see just, you said. (Larry laughs) >> John: Hybrid's a steady-state. I don't need to. >> Andy: I mean, >> By the way we're (indistinct), we can't get the chips, cause Broadcom and Apple bought 'em all. (Larry laughs) I mean there's a huge chip problem going on. >> Yes. I agree. >> Right now. >> I agree. >> I mean all these problems when you attract to a much higher level, a lot of those problems go away because you don't care about what they're using underlying as long as you deliver my solution. >> Larry: Yes. >> Yeah, it could be significantly, a little bit faster than what it used to be. But at the end of the day, are you solving my specific use case? >> John: Yeah. >> Then I'm willing to wait a little bit longer. >> John: Yeah. Time's on our side and now they're getting the right answers. Larry, Andy, thanks for coming on. This great analyst session turned into more of a podcast vibe, but you know what? (Larry laughs) To chill here at re:Mars, thanks for coming on, and we unpacked a lot. Thanks for sharing. >> Both: Thank you. >> Appreciate it. We'll get you back on. We'll get you in the rotation. We'll take it virtual. Do a panel. Do a panel, do some panels around this. >> Larry: Absolutely. >> Andy: Oh this not virtual, this physical. >> No we're live right now! (all laugh) We get back to Palo Alto. You guys are influencers. Thanks for coming on. You guys are moving the market, congratulations. Take a minute, quick minute each to plug any work you're doing for the people watching. Larry, what are you working on? Andy? You go after Larry, what you're working on. >> Yeah. So since I started my company, RobustCloud, since I left IDC about a year ago, I'm focused on edge computing, cloud-native technologies, and Low Code/No Code. And basically I help companies put their business value together. >> All right, Andy, what are you working on? >> I do a lot of work on the AIML areas. Particularly, last few of my reports are in the AI Ops incident management and ML Ops areas of how to generally improve your operations. >> John: Got it, yeah. >> In other words, how do you use the AIML to improve your IT operations? How do you use IT Ops to improve your AIML efficiency? So those are the- >> John: The real hardcore business transformation. >> Yep. >> All right. Guys, thanks so much for coming on the analyst session. We do keynote review, breaking down re:Mars after day two. We got a full day tomorrow. I'm John Furrier with theCUBE. See you next time. (pleasant music)