Haseeb Budhani & Anant Verma | AWS re:Invent 2022 - Global Startup Program
>> Well, welcome back here to the Venetian. We're in Las Vegas. It is Wednesday, Day 2 of our coverage here of AWS re:Invent, 22. I'm your host, John Walls on theCUBE and it's a pleasure to welcome in two more guests as part of our AWS startup showcase, which is again part of the startup program globally at AWS. I've got Anant Verma, who is the Vice President of Engineering at Elation. Anant, good to see you, sir. >> Good to see you too. >> Good to be with us. And Haseeb Budhani, who is the CEO and co-founder of Rafay Systems. Good to see you, sir. >> Good to see you again. >> Thanks for having, yeah. A cuber, right? You've been on theCUBE? >> Once or twice. >> Many occasions. But a first timer here, as a matter of fact, glad to have you aboard. All right, tell us about Elation. First for those whom who might not be familiar with what you're up to these days, just give it a little 30,000 foot level. >> Sure, sure. So, yeah, Elation is a startup and a leader in the enterprise data intelligence space. That really includes a lot of different things including data search, data discovery, metadata management, data cataloging, data governance, data policy management, a lot of different things that companies want to do with the hoards of data that they have and Elation, our product is the answer to solve some of those problems. We've been doing pretty good. Elation is in running for about 10 years now. We are a series A startup now, we just raised around a few, a couple of months ago. We are already a hundred million plus in revenue. So. >> John: Not shabby. >> Yeah, it's a big benchmark for companies to, startup companies, to cross that milestone. So, yeah. >> And what's the relationship? I know Rafay and you have worked together, in fact, the two of you have, which I find interesting, you have a chance, you've been meeting on Zoom for a number of months, as many of us have it meeting here for the first time. But talk about that relationship with Rafay. >> Yeah, so I actually joined Elation in January and this is part of the move of Elation to a more cloud native solution. So, we have been running on AWS since last year and as part of making our solution more cloud native, we have been looking to containerize our services and run them on Kubernetes. So, that's the reason why I joined Elation in the first place to kind of make sure that this migration or move to a cloud native actually works out really well for us. This is a big move for the companies. A lot of companies that have done in the past, including, you know, Confluent or MongoDB, when they did that, they actually really reap great benefits out of that. So to do that, of course, you know, as we were looking at Kubernetes as a solution, I was personally more looking for a way to speed up things and get things out in production as fast as possible. And that's where I think, Janeb introduced us... >> That's right. >> Two of us. I think we share the same investor actually, so that's how we found each other. And yeah, it was a pretty simple decision in terms of, you know, getting the solution, figuring it out if it's useful for us and then of course, putting it out there. >> So you've hit the keyword, Kubernetes, right? And, so if you would to honestly jump in here, there are challenges, right? That you're trying to help them solve and you're working on the Kubernetes platform. So, you know, just talk about that and how that's influenced the work that the two of you are doing together. >> Absolutely. So, the business we're in is to help companies who adopt Kubernetes as an orchestration platform do it easier, faster. It's a simple story, right? Everybody is using Kubernetes, but it turns out that Kubernetes is actually not that easy to to operationalize, playing in a sandbox is one thing. Operationalizing this at a certain level of scale is not easy. Now, we have a lot of enterprise customers who are deploying their own applications on Kubernetes, and we've had many, many of them. But when it comes to a company like Elation, it's a more complicated problem set because they're taking a very complex application, their application, but then they're providing that as a service to their customers. So then we have a chain of customers we have to make happy. Anant's team, the platform organization, his internal customers who are the developers who are deploying applications, and then, the company has customers, we have to make sure that they get a good experience as they consume this application that happens to be running on Kubernetes. So that presented a really interesting challenge, right? How do we make this partnership successful? So I will say that, we've learned a lot from each other, right? And, end of the day, the goal is, my customer, Anant's specifically, right? He has to feel that, this investment, 'cause he has to pay us money, we would like to get paid. >> John: Sure. (John laughs) >> It reduces his internal expenditure because otherwise he'd have to do it himself. And most importantly, it's not the money part, it's that he can get to a certain goalpost significantly faster because the invention time for Kubernetes management, the platform that you have to build to run Kubernetes is a very complex exercise. It took us four and a half years to get here. You want to do that again, as a company, right? Why? Why do you want to do that? We, as Rafay, the way I think about what we deliver, yes, we sell a product, but to what end? The product is the what, the why, is that every enterprise, every ISV is building a Kubernetes platform in house. They shouldn't, they shouldn't need to. They should be able to consume that as a service. They consume the Kubernetes engine the EKS is Amazon's Kubernetes, they consume that as an engine. But the management layer was a gap in the market. How do I operationalize Kubernetes? And what we are doing is we're going to, you know, the Anant said. So the warden saying, "Hey you, your team is technical, you understand the problem set. Would you like to build it or would you rather consume this as a service so you can go faster?" And, resoundingly the answer is, I don't want to do this anymore. I wouldn't allow to buy. >> Well, you know, as Haseeb is saying, speed is again, when we started talking, it only took us like a couple of months to figure out if Rafay is the right solution for us. And so we ended up purchasing Rafay in April. We launched our product based on Rafay in Kubernetes, in EKS in August. >> August. >> So that's about four months. I've done some things like this before. It takes a couple of years just to sort of figure out, how do you really work with Kubernetes, right? In a production at a large scale. Right now, we are running about a 600 node cluster on Rafay and that's serving our customers. Like, one of the biggest thing that's actually happening on December 8th is we are running what we call a virtual hands on lab. >> A virtual? >> Hands on lab. >> Okay. >> For Elation. And they're probably going to be about 500 people is going to be attending it. It's like a webinar style. But what we do in that hands on lab is we will spin up an Elation instance for each attendee, right on the spot. Okay? Now, think about this enterprise software running and people just sign up for it and it's there for you, right on the spot. And that's the beauty of the software that we have been building. There's the beauty of the work that Rafay has helped us to do over the last few months. >> Okay. >> I think we need to charge them more money, I'm getting from this congregation. I'm going to go work on that. >> I'm going to let the two of you work that out later. All right. I don't want to get in the way of a big deal. But you mentioned that, we heard about it earlier that, it's you that would offer to your cert, to your clients, these services. I assume they have their different levels of tolerance and their different challenges, right? They've got their own complexities and their own organizational barriers. So how are you juggling that end of it? Because you're kind of learning as, well, not learning, but you're experiencing some of the thing. >> Right. Same things. And yet you've got this other client base that has a multitude of experiences that they're going through. >> Right. So I think, you know a lot of our customers, they are large enterprise companies. They got a whole bunch of data that they want work with us. So one of the thing that we have learned over the past few years is that we used to actually ship our software to the customers and then they would manage it for their privacy security reasons. But now, since we're running in the cloud, they're really happy about that because they don't need to juggle with the infrastructure and the software management and upgrades and things like that, we do it for them, right? And, that's the speed for them because now they are only interested in solving the problems with the data that they're working with. They don't need to deal with all these software management issues, right? So that frees our customers up to do the thing that they want to do. Of course it makes our job harder and I'm sure in turn it makes his job harder. >> We get a short end of the stick, for sure. >> That's why he is going to get more money. >> Exactly. >> Yeah, this is a great conversation. >> No, no, no. We'll talk about that. >> So, let's talk about the cloud then. How, in terms of being the platform where all this is happening and AWS, about your relationship with them as part of the startup program and what kind of value that brings to you, what does that do for you when you go out and are looking for work and what kind of cache that brings to you >> Talk about the AWS? >> Yes, sir. >> Okay. Well, so, the thing is really like of course AWS, a lot of programs in terms of making sure that as we move our customers into AWS, they can give us some, I wouldn't call it discount, but there's some credits that you can get as you move your workloads onto AWS. So that's a really great program. Our customers love it. They want us to do more things with AWS. It's a pretty seamless way for us to, as we were talking about or thinking about moving into the cloud, AWS was our number one choice and that's the only cloud that we are in, today. We're not going to go to any other place. >> That's it. >> Yeah. >> How would you characterize? I mean, we've already heard, from one side of the fence here, but. >> Absolutely. So for us, AWS is a make or break partner, frankly. As the EKS team knows very well, we support Azure's Kubernetes and Google's Kubernetes and the community Kubernetes as well. But the number of customers on our platform who are AWS native, either a hundred percent or a large percentage is, you know, that's the majority of our customer base. >> John: Yeah. >> And AWS has made it very easy for us in a variety of ways to make us successful and our customers successful. So Anant mentioned the credit program they have which is very useful 'cause we can, you know, readily kind of bring a customer to try things out and they can do that at no cost, right? So they can spin up infrastructure, play with things and AWS will cover the cost, as one example. So that's a really good thing. Beyond that, there are multiple programs at AWS, ISV accelerate, et cetera. That, you know, you got to over time, you kind of keep getting taller and taller. And you keep getting on bigger and bigger. And as you make progress, what I'm finding is that there's a great ecosystem of support that they provide us. They introduce us to customers, they help us, you know, think through architecture issues. We get access to their roadmap. We work very, very closely with the guest team, for example. Like the, the GM for Kubernetes at AWS is a gentleman named Barry Cooks who was my sponsor, right? So, we spend a lot of time together. In fact, right after this, I'm going to be spending time with him because look, they take us seriously as a partner. They spend time with us because end of the day, they understand that if they make their partners, in this case, Rafay successful, at the end of the day helps the customer, right? Anant's customer, my customer, their AWS customers, also. So they benefit because we are collectively helping them solve a problem faster. The goal of the cloud is to help people modernize, right? Reduce operational costs because data centers are expensive, right? But then if these complex solutions this is an enterprise product, Kubernetes, at the enterprise level is a complex problem. If we don't collectively work together to save the customer effort, essentially, right? Reduce their TCO for whatever it is they're doing, right? Then the cost of the cloud is too high. And AWS clearly understands and appreciates that and that's why they are going out of their air, frankly, to make us successful and make other companies successful in the startup program. >> Well. >> I would just add a couple of things there. Yeah, so, you know, cloud is not new. It's been there for a while. You know, people used to build things on their own. And so what AWS has really done is they have advanced technology enough where everything is really simple as just turning on a switch and using it, right? So, just a recent example, and I, by the way, I love managed services, right? So the reason is really because I don't need to put my own people to build and manage those things, right? So, if you want to use a search, they got the open search, if you want to use caching, they got elastic caching and stuff like that. So it's really simple and easy to just pick and choose which services you want to use and they're ready to be consumed right away. And that's the beautiful, and that that's how we can move really fast and get things done. >> Ease of use, right? Efficiency, saving money. It's a winning combination. Thanks for sharing this story, appreciate. Anant, Haseeb thanks for being with us. >> Yeah, thank you so much having us. >> We appreciate it. >> Thank you so much. >> You have been a part of the global startup program at AWS and startup showcase. Proud to feature this great collaboration. I'm John Walls. You're watching theCUBE, which is of course the leader in high tech coverage.
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and it's a pleasure to Good to be with us. Thanks for having, yeah. glad to have you aboard. and Elation, our product is the answer startup companies, to the two of you have, So, that's the reason why I joined Elation you know, getting the solution, that the two of you are doing together. And, end of the day, the goal is, John: Sure. the platform that you have to build the right solution for us. Like, one of the biggest thing And that's the beauty of the software I'm going to go work on that. of you work that out later. that they're going through. So one of the thing that we have learned of the stick, for sure. going to get more money. We'll talk about that. and what kind of cache that brings to you and that's the only cloud from one side of the fence here, but. and the community Kubernetes as well. The goal of the cloud is to and that that's how we Ease of use, right? the global startup program
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Ray Wang, Constellation & Pascal Bornet, Best-selling Author | UiPath FORWARD 5
>>The Cube Presents UI Path Forward five. Brought to you by UI Path, >>Everybody. We're back in Las Vegas. The cube's coverage we're day one at UI Path forward. Five. Pascal Borne is here. He's an expert and bestselling author in the topic of AI and automation and the book Intelligent Automation. Welcome to the world of Hyper Automation, the first book on the topic. And of course, Ray Wong is back on the cube. He's the founder, chairman and principal analyst, Constellation Reese, also bestselling author of Everybody Wants To Rule the World. Guys, thanks so much for coming on The Cubes. Always a pleasure. Ray Pascal, First time on the Cube, I believe. >>Yes, thank you. Thanks for the invitation. Thank you. >>So what is artificial about artificial intelligence, >>For sure, not people. >>So, okay, so you guys are both speaking at the conference, Ray today. I think you're interviewing the co CEOs. What do you make of that? What's, what are you gonna, what are you gonna probe with these guys? Like, how they're gonna divide their divide and conquer, and why do you think the, the company Danielle in particular, decided to bring in Rob Sland? >>Well, you know what I mean, Like, you know, these companies are now at a different stage of growth, right? There's that early battle between RPA vendors. Now we're actually talking something different, right? We're talking about where does automation go? How do we get the decisioning? What's the next best action? That's gonna be the next step. And to take where UI path is today to somewhere else, You really want someone with that enterprise cred and experience the sales motions, the packages, the partnership capabilities, and who else better than Roblin? He, that's, he's done, he can do that in his sleep, but now he's gotta do that in a new space, taking whole category to another level. Now, Daniel on the other hand, right, I mean, he's the visionary founder. He put this thing from nothing to where he is today, right? I mean, at that point you want your founder thinking about the next set of ideas, right? So you get this interesting dynamic that we've seen for a while with co CEOs, those that are doing the operations, getting the stuff out the door, and then letting the founders get a chance to go back and rethink, take a look at the perspective, and hopefully get a chance to build the next idea or take the next idea back into the organization. >>Right? Very well said. Pascal, why did you write your book on intelligent automation and, and hyper automation, and what's changed since you've written that book? >>So, I, I wrote this book, An Intelligent Automation, two years ago. At that time, it was really a new topic. It was really about the key, the, the key, the key content of the, of the book is really about combining different technologies to automate the most complex end to end business processes in companies. And when I say capabilities, it's, we, we hear a lot about up here, especially here, robotic process automation. But up here alone, if you just trying to transform a company with only up here, you just fall short. Okay? A lot of those processes need more than execution. They need language, they need the capacity to view, to see, they need the capacity to understand and to, and to create insights. So by combining process automation with ai, natural language processing, computer vision, you give this capability to create impact by automating end to end processes in companies. >>I, I like the test, what I hear in the keynote with independent experts like yourself. So we're hearing that that intelligent automation or automation is a fundamental component of digital transformation. Is it? Or is it more sort of a back office sort of hidden in inside plumbing Ray? What do you think? >>Well, you start by understanding what's going on in the process phase. And that's where you see discover become very important in that keynote, right? And that's where process mining's playing a role. Then you gotta automate stuff. But when you get to operations, that's really where the change is going to happen, right? We actually think that, you know, when you're doing the digital transformation pieces, right? Analytics, automation and AI are coming together to create a concept we call decision velocity. You and I make a quick decision, boom, how long does it take to get out? Management committee could free forever, right? A week, two months, never. But if you're thinking about competing with the automation, right? These decisions are actually being done a hundred times per second by machine, even a thousand times per second. That asymmetry is really what people are facing at the moment. >>And the companies that are gonna be able to do that and start automating decisions are gonna be operating at another level. Back to what Pascal's book talking about, right? And there are four questions everyone has to ask you, like, when do you fully intelligently automate? And that happens right in the background when you augment the machine with a human. So we can find why did you make an exception? Why did you break a roll? Why didn't you follow this protocol so we can get it down to a higher level confidence? When do you augment the human with the machine so we can give you the information so you can act quickly. And the last one is, when do you wanna insert a human in the process? That's gonna be the biggest question. Order to cash, incident or resolution, Hire to retire, procure to pay. It doesn't matter. When do you want to put a human in the process? When do you want a man in the middle, person in the middle? And more importantly, when do you want insert friction? >>So Pascal, you wrote your book in the middle of the, the pandemic. Yes. And, and so, you know, pre pandemic digital transformation was kind of a buzzword. A lot of people gave it lip service, eh, not on my watch, I don't have to worry about that. But then it became sort of, you're not a digital business, you're out of business. So, so what have you seen as the catalyst for adoption of automation? Was it the, the pandemic? Was it sort of good runway before that? What's changed? You know, pre isolation, post isolation economy. >>You, you make me think about a joke. Who, who did your best digital transformation over the last years? The ceo, C H R O, the Covid. >>It's a big record ball, right? Yeah. >>Right. And that's exactly true. You know, before pandemic digital transformation was a competitive advantage. >>Companies that went into it had an opportunity to get a bit better than their, their competitors during the pandemic. Things have changed completely. Companies that were not digitalized and automated could not survive. And we've seen so many companies just burning out and, and, and those companies that have been able to capitalize on intelligent automation, digital transformations during the pandemic have been able not only to survive, but to, to thrive, to really create their place on the market. So that's, that has been a catalyst, definitely a catalyst for that. That explains the success of the book, basically. Yeah. >>Okay. Okay. >>So you're familiar with the concept of Stew the food, right? So Stew by definition is something that's delicious to eat. Stew isn't simply taking one of every ingredient from the pantry and throwing it in the pot and stirring it around. When we start talking about intelligent automation, artificial intelligence, augmented intelligence, it starts getting a bit overwhelming. My spy sense goes off and I start thinking, this sounds like mush. It doesn't sound like Stew. So I wanna hear from each of you, what is the methodical process that, that people need to go through when they're going through digital trans transmission, digital transformation, so that you get delicious stew instead of a mush that's just confused everything in your business. So you, Ray, you want, you want to, you wanna answer that first? >>Yeah. You know, I mean, we've been talking about digital transformation since 2010, right? And part of it was really getting the business model, right? What are you trying to achieve? Is that a new type of offering? Are you changing the way you monetize something? Are you taking existing process and applying it to a new set of technologies? And what do you wanna accomplish, right? Once you start there, then it becomes a whole lot of operational stuff. And it's more than st right? I mean, it, it could be like, well, I can't use those words there. But the point being is it could be a complete like, operational exercise. It could be a complete revenue exercise, it could be a regulatory exercise, it could be something about where you want to take growth into the next level. And each one of those processes, some of it is automation, right? There's a big component of it today. But most of it is really rethinking about what you want things to do, right? How do you actually make things to be successful, right? Do I reorganize a process? Do I insert a place to do monetization? Where do I put engagement in place? How do I collect data along the way so I can build better feedback loop? What can I do to build the business graph so that I have that knowledge for the future so I can go forward doing that so I can be successful. >>The Pascal should, should, should the directive be first ia, then ai? Or are these, are these things going to happen in parallel naturally? What's your position on that? Is it first, >>So it, so, >>So AI is part of IA because that's, it's, it's part of the big umbrella. And very often I got the question. So how do you differentiate AI in, I a, I like to say that AI is only the brain. So think of ai cuz I'm consider, I consider AI as machine learning, Okay? Think of AI in a, like a brain near jar that only can think, create, insight, learn, but doesn't do anything, doesn't have any arms, doesn't have any eyes, doesn't not have any mouth and ears can't talk, can't understand with ia, you, you give those capabilities to ai. You, you basically, you create a cap, the capability, technological capability that is able to do more than just thinking, learning and, and create insight, but also acting, speaking, understanding the environment, viewing it, interacting with it. So basically performing these, those end to end processes that are performed currently by people in companies. >>Yeah, we're gonna get to a point where we get to what we call a dynamic scenario generation. You're talking to me, you get excited, well, I changed the story because something else shows up, or you're talking to me and you're really upset. We're gonna have to actually ch, you know, address that issue right away. Well, we want the ability to have that sense and respond capability so that the next best action is served. So your data, your process, the journey, all the analytics on the top end, that's all gonna be served up and changed along the way. As we go from 2D journeys to 3D scenarios in the metaverse, if we think about what happens from a decentralized world to decentralized, and we think about what's happening from web two to web three, we're gonna make those types of shifts so that things are moving along. Everything's a choose your end venture journey. >>So I hope I remember this correctly from your book. You talked about disruption scenarios within industries and within companies. And I go back to the early days of, of our industry and East coast Prime, Wang, dg, they're all gone. And then, but, but you look at companies like Microsoft, you know, they were, they were able to, you know, get through that novel. Yeah. Ibm, you know, I call it survived. Intel is now going through their, you know, their challenge. So, so maybe it's inevitable, but how do you see the future in terms of disruption with an industry, Forget our industry for a second, all industry across, whether it's healthcare, financial services, manufacturing, automobiles, et cetera. How do you see the disruption scenario? I'm pretty sure you talked about this in your book, it's been a while since I read it, but I wonder if you could talk about that disruption scenario and, and the role that automation is going to play, either as the disruptor or as the protector of the incumbents. >>Let's take healthcare and auto as an example. Healthcare is a great example. If we think about what's going on, not enough nurses, massive shortage, right? What are we doing at the moment? We're setting five foot nine robots to do non-patient care. We're trying to capture enough information off, you know, patient analytics like this watch is gonna capture vitals from a going forward. We're doing a lot what we can do in the ambient level so that information and data is automatically captured and decisions are being rendered against that. Maybe you're gonna change your diet along the way, maybe you're gonna walk an extra 10 minutes. All those things are gonna be provided in that level of automation. Take the car business. It's not about selling cars. Tesla's a great example. We talk about this all the time. What Tesla's doing, they're basically gonna be an insurance company with all the data they have. They have better data than the insurance companies. They can do better underwriting, they've got better mapping information and insights they can actually suggest next best action do collision avoidance, right? Those are all the things that are actually happening today. And automation plays a big role, not just in the collection of that, that information insight, but also in the ability to make recommendations, to do predictions and to help you prevent things from going wrong. >>So, you know, it's interesting. It's like you talk about Tesla as the, the disrupting the insurance companies. It's almost like the over the top vendors have all the data relative to the telcos and mopped them up for lunch. Pascal, I wanna ask you, you know, the topic of future of work kind of was a bromide before, but, but now I feel like, you know, post pandemic, it, it actually has substance. How do you see the future of work? Can you even summarize what it's gonna look like? It's, it's, Or are we here? >>It's, yeah, it's, and definitely it's, it's more and more important topic currently. And you, you all heard about the great resignation and how employee experience is more and more important for companies according to have a business review. The companies that take care of their employee experience are four times more profitable that those that don't. So it's a, it's a, it's an issue for CEOs and, and shareholders. Now, how do we get there? How, how do we, how do we improve the, the quality of the employee experience, understanding the people, getting information from them, educating them. I'm talking about educating them on those new technologies and how they can benefit from those empowering them. And, and I think we've talked a lot about this, about the democratization local type of, of technologies that democratize the access to those technologies. Everyone can be empowered today to change their work, improve their work, and finally, incentivization. I think it's a very important point where companies that, yeah, I >>Give that. What's gonna be the key message of your talk tomorrow. Give us the bumper sticker, >>If you will. Oh, I'm gonna talk, It's a little bit different. I'm gonna talk for the IT community in this, in the context of the IT summit. And I'm gonna talk about the future of intelligent automation. So basically how new technologies will impact beyond what we see today, The future of work. >>Well, I always love having you on the cube, so articulate and, and and crisp. What's, what's exciting you these days, you know, in your world, I know you're traveling around a lot, but what's, what's hot? >>Yeah, I think one of the coolest thing that's going on right now is the fact that we're trying to figure out do we go to work or do we not go to work? Back to your other point, I mean, I don't know, work, work is, I mean, for me, work has been everywhere, right? And we're starting to figure out what that means. I think the second thing though is this notion around mission and purpose. And everyone's trying to figure out what does that mean for themselves? And that's really, I don't know if it's a great, great resignation. We call it great refactoring, right? Where you work, when you work, how we work, why you work, that's changing. But more importantly, the business models are changing. The monetization models are changing macro dynamics that are happening. Us versus China, G seven versus bricks, right? War on the dollar. All these things are happening around us at this moment and, and I think it's gonna really reshape us the way that we came out of the seventies into the eighties. >>Guys, always a pleasure having folks like yourself on, Thank you, Pascal. Been great to see you again. All right, Dave Nicholson, Dave Ante, keep it right there. Forward five from Las Vegas. You're watching the cue.
SUMMARY :
Brought to you by And of course, Ray Wong is back on the cube. Thanks for the invitation. What's, what are you gonna, what are you gonna probe with these guys? I mean, at that point you want your founder thinking about the next set Pascal, why did you write your book on intelligent automation and, the key, the key content of the, of the book is really about combining different technologies to automate What do you think? And that's where you see discover become very important And that happens right in the background when you augment So Pascal, you wrote your book in the middle of the, the pandemic. You, you make me think about a joke. It's a big record ball, right? And that's exactly true. That explains the success of the book, basically. you want, you want to, you wanna answer that first? And what do you wanna accomplish, right? So how do you differentiate AI in, I a, I We're gonna have to actually ch, you know, address that issue right away. about that disruption scenario and, and the role that automation is going to play, either as the disruptor to do predictions and to help you prevent things from going wrong. How do you see the future of work? is more and more important for companies according to have a business review. What's gonna be the key message of your talk tomorrow. And I'm gonna talk about the future of intelligent automation. what's exciting you these days, you know, in your world, I know you're traveling around a lot, when you work, how we work, why you work, that's changing. Been great to see you again.
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Day Three Wrap Up | HPE Discover 2022
>>The cube presents HPE discover 2022 brought to you by HPE. >>Okay. We're back to wrap up HPE discover 2022. The Cube's continuous coverage is day three. John furrier, Dave ante. We had a business friend that we met during the pandemic. A really interesting gentleman, norm Ette. He's the director of global technical marketing at Hewlett Packard enterprise, a real innovator norm. Great to see you. Thanks for making time for coming on >>The cube, gentlemen. Thank you. Thank you. I appreciate that. You're giving me the opportunity to bring it home. Yeah. You know, if I'm only gonna get one shot at it, it might as well be >>The last we always, we always like to bring the energy in the last segment because you know, the cube, we grind it out for three days. I mean, it's just such a great content injection. And so we love to wrap it up, especially with someone like yourself who can really help us convey the themes, but even more so when we look around here this entire ecosystem, you and your team built this. And so take us through that. >>Well, we did, you know, and it takes a village. You know, we have the core team, HPE global technical marketing, uh, which is my team. And then of course we're partnered with other parts of the, our marketing organizations on different pieces, different aspects. And then we have a tremendous team of vendors that we work with on a regular basis. Companies such as, you know, F two B and ivory and others that, you know, really kind of pitch in. And they're, they're kind of my, I call 'em my flex force. You know, we also have another group called promote live and we bring all these people together. And, and in addition, all the vendors, we have something like 380 employees that come from all different parts of the organization to, to land in Las Vegas, to man, these booths and staff, these, uh, staff, these exhibits. >>And so for one week, we get to really work as a, as a, a team, as a family, you know, there's no organizational borders, so to speak, you know, you know, we're a big company, everybody has, you know, different objectives and different things that they're focused on, but we get a chance to all get together and work as one, one team. And so that, that the people aspect is what's so exciting, I think this week. And I think I even saw some of your broadcast earlier. So I think it kind of, it kind of came through as well. Just the joy of, of being together, you know? Sure. Human beings <laugh> >>And, and H HP's got a new spring and its step, which so much focus brought to the table from Antonio and, you know, the team is the lining. >>Yeah, we do. And that's, you know, when you go, when we start talking about the design and you know, one of the things that, you know, we work on this months ahead of time. Yeah. Right. And so it's kinda like a spinning top, you know, we, we, we keep, we, we keep spinning that thing tightening up and then this week you put it on the table and just let it go. Yeah. Right. But it's that whole multi-month process of, of, of twisting that top around and getting it going and right at the middle and right at the centerpiece. And, uh, the core design principle and an ask from, uh, Antonio is that we make sure that we major on HPE, uh, GreenLake edge to cloud platform that, you know, it, it's a, obviously you've been talking about it all week. Yeah. Uh, we've been talking about it all week. It's a big focus of our company. And so right at the very center, we have our HPE GreenLake edge to cloud platform demonstration, and then everything in the showcase then radiates from that centerpiece, uh, you know, right, right. At, right at the nexus of all the activities. So the experience starts there and propagates its >>Way. Well, I wanna get into some of the themes and the set pieces you have here. Um, you are in technical marketing and this platform is a tech play. So it's not so much just solutions that you're enabling the theme this year is very much technical marketing. So there's edge, especially cloud data and edge is the big themes security's baked in throughout the whole set, right as well. And that messaging, but it's technical marketing right now. We had, you know, platform play uett packer is a platform. Google packer enterprise is a >>Platform. It is, and it's a, it is a, it's a software platform. Um, you, it, it really completes a cloud strategy. And when you really think about it, I, again, I know some of these numbers have been floating around. Um, but, uh, you know, 70% of all data is still staying OnPrem for good reasons, you know, and then 30% of it can be out there in the public cloud. Uh, so what you kind of have is an incomplete cloud strategy, if you will. And what's happened is that organizations have gotten spoiled a little bit by the cloud experience. Mm-hmm <affirmative> right. That, you know, I, you know, your, your dev teams say go, Hey, I just, I wanna work in a Azure. I wanna work in AWS. I love how I go through this process. Why can't I do that with my on-prem stuff? Why, you know, why, you know, I want that kind of experience. So it organizations are really being challenged about how to create that, that kind of service and that experience to their customers because expectations are not because >>Data ha it has to be inclusive. It can't be exclusive to just one part of the organization. >>Yeah. And so how did you, how did that impact obviously, cause GreenLake was coming together, you know, you got the multiple months in advance planning for this big event, right. A lot of lot work goes into it. What was some of the impact to the execution of this event, um, that you can share in terms of the set pieces? Some of the displays was there was there, I won't say radical cause it's not radical. It looks, it turned out great. But what are some of the popular things happening here? What worked, what resonated with customers and what was different from, from, uh, that GreenLake enabled you to do differently? >>Well, I mean, first the first thing is that we, we kind of had a high touch experience at that center point, right. That nexus, the hub of the activity, the GreenLake edge to club platform, uh, demonstration. And it started with us just kind of, you know, having the strategy about first of all, if you sh, if you guys show this and I know, I think maybe you have, when you enter in, we've got like this big aha moment, right. And that aha moment is that platform right in the center, surrounded with wonderful visuals above, below, you know, behind, uh, all around it. But we, we, we had to think about, okay, now I'm staring at this thing. What am I, how am I gonna experience it? So, uh, when I say a high touch experience, we start with a, what I call a platform generalist that would greet you up front, engage in the conversation, you know, so realize that, you know, Dave is a network operations director, he's got some keen interests. >>He has some sort of peripheral idea about what the, uh, HPE GreenLake edge cloud platform is about, but what can it really do for him? You know, what can do, what can he use? How can he use it? So we start at that level of conversation, you know, socialize the core services, the attributes, you know, the, the technology that is actually enabling it. And then as we've identified in our conversation that you're a network geek, you know, and you want to understand, you've heard about Aruba, you know, how's Aruba central play into that. How do the networking services play into that? And so for then we take that, that, that big leap and go up two steps up onto the platform. And we go over to the network specialist, what I, what I'm calling a platform specialist, uh, who understands all the things about the platform, but then is peaked in networking. And we have that conversation and you see how the Aruba customer can benefit by this evolution, uh, and how the different platform services combine to give a holistic experience across a company. And so when I'm an it ops director, and I'm trying to service my network, guys, my storage guys, my compute guys, my external cloud services guys, that this is an environment that I can, so you >>Have an experience where they come in, they can easily move to a point quickly in the display, on the platform >>And it's tailored for them. Exactly. Right. Exactly. That's the exactly. Right. And so if I transition over to you, you know, and you're my, you know, you're my specialist, you know, you're not saying, Hey, Dave, what brings you here today? What are you today? <laugh>, you know, I, I mean, you're prequalified, it's a prequalified conversation. We jump into it. And then that specialist is armed with knowledge as to where, okay, this guy is really interested in switching technology and switches as well. Well, that's demo five 12. Mm-hmm <affirmative>, you know, let me have one of my colleagues take you over there. So then you're, you're escorted over to demo five 12 to go to the next level or perhaps, and this has happened throughout the week that people want to take a test drive of the environment. And so we have the HPE GreenLake living lab, and we have a, a test drive environment right there. >>And so we bring you right to that test drive, where you can, you know, kick the tires yourself, you fire up a live environment. We have a series of exercises that you're taken through. And, uh, I think I've just checked with one of my colleagues where like, well over, you know, well, over 1100 experiences of people doing that here. And that lab has 25 seats, but also externally. Yeah. So right off of hpe.com, that same test drive experience that we're doing here. People can launch at home. And so we got in this morning, there were like four guys logged in from New Zealand, you know, doing exercises, which is pretty neat. So, so when you ask me the question, what are the design considerations, uh, that HPE GreenLake that we baked in and thought through it's again, that, Hey, it's a, it's a big thing. Yeah. It's a big, it's an experience. Let's start with you just digesting the, you know, the comp basic concepts. Then let's talk about your persona and how it directly maps to what you can do. And then if you want to get deeper, you know, we have the solutions that we design behind it, solution demos, and, and if you wanna drive it, let you know, buckle up. Let's >>Go. Yeah, you get right to a spot, multiple monitors, great experience, high touch. Um, that's awesome. I gotta ask you another question. Cause you've been, you know, pre pandemic, you've been doing a lot of this technical marketing and events and then virtual hit right now. We're back face to face, right? It's clear, Dave and I were just talking about our, on our opening day, year on day. One, people love to see each other back. Every event we've been to face to face. People are energized to a level. We didn't even see. What are you seeing here in terms of performance? Obviously, you got sales people here, you got executives here, you got customers right. Face to face, right. >>Doing belly to belly, >>Belly to belly, as Dave says, that's a positive, what's it like, explain what it's like. >>Well, I mean, you don't, you never know what you got until it's gone, right? >>Yeah. >>You, and so people didn't really realize that, Hey, we really needed to have this kind of touch and this, this kind of activity. And it was funny because people be before the pandemic, there was also a push to do a lot of virtual stuff, you know, economies of scale. Yeah. You know, some of that stuff works. Teams are making decisions, but then it all goes away and people realize how valuable, you know, just the conversations were, you know, meeting >>Somebody, relationships, meeting >>Somebody for a coffee, you know, talking through different bumping into colleagues than that. You haven't seen for years, or you worked with somebody and now they're doing this. And then you realize you have some sort of synergy with each other and you know, you can still help each other. And just the, just, you know, just the discovery <laugh> of being at discover, you know, and running into these different types of things. So, uh, well >>You think about it norm, you know, we, we've done plenty of stuff virtually we have, but I think we've talked maybe four times this week. Yeah. You've seen you here walking around the hallways. We saw you last night, right? Yeah. You just, that just wouldn't happen in your little virtual >>World. Yeah. I mean, not at all. And during that virtual era, and I think we'll look back on that and we're still gonna do virtual stuff >>Course, and we're learning, >>It's got value, but I just want to thank you guys for just being the cube and the whole team, you know, Frank, everybody just tremendous partners through that because you can still look at that content that we produced together last year and it's still relevant. We're still sharing it. It still has impact. We, we point, you know, we tell people, Hey, here's call to action. You're leaving. Discover by the way, there's these three or four pieces out on the cube that really go with, go at this topic. >>Right. That GreenLake event we did last year was phenomenal. >>It was, it was, and it was a partnership with you guys. And I, I, you know, I, I speak on, on behalf of many of my colleagues here at HPE, we just wanna thank the cube for all the support, creativity, uh, and how we got through that >>All together. We we'll back at you because norm you were a real innovator when John and I first met you, we were like, Hey, this guy, actually, he's gonna, he's gonna push us to some new levels. Technical >>Marketing know >>That's our, our team marketing. Like our team was a little nervous, a lot nervous actually, because you know, you do, you are not only demanding, but you're super creative. Well, thank you. And so you, you helped us, you know, up, up our game. >>Yeah. Thanks a lot. Yeah. You know, Frank was getting, Hey, Frank, Dave, can you guys do this? You >>Know, so yeah, we were on the background. >>I mean, but we were, we were growing and surviving and thriving together and getting through it, but what's coming out. The other side now is a new format. You mentioned virtual. That's not going away. Hybrid is a steady state for all of us. Even the cube. Yeah. So the new protocols and the new standards are emerging. And I think the newness of it scares people also like how do you do it? Um, who, whose role is it to take the virtual and digital? So this whole new set of experiences still coming out. Yeah. What's your vision? How do you see this? Cause we're face to face clearly is what everyone wants from school kids to adults. Right. We want face to face. Right. How does digital fit in? >>Well, I mean, that's, that's a, that's a really tricky question. I'll give you a, a, I'll kind of back into the answer a little bit. Um, you guys can see this, right, right behind us. We had this whole backdrop here, greetings from the edge of virtual reality experience. Well, we built that. We built that during the COVID era, so we could have experiences with people remotely. Right. Uh, and we used it for our executive summit, you know, last year for the virtual discovery, we shipped those Oculus headsets to everybody. They, everybody jumped into it. And so I was sitting there being a host, you know, with four CTOs that were scattered all over the world. So we were in cyberspace together. Right. And so of course being good, uh, you know, good business people we realized, Hey, this is pretty fun. So let's dust it off and bring it out here for the more general public. >>So again, it was like a 200 person, you know, uh, executive level experience and all of that, but it had tremendous value, different types of experiences. I recommend you try it if you ever have the opportunity. Um, so that's a way that we start emerging virtual reality and digital experiences to try to keep that human connection, but now we're using it again. And everybody's in these little pod rooms, six of them together. So they're having this experience in cyberspace and they're having it physically. Yeah. And so I think some, and everyone's enjoying being together and still in cyber space together. So I think when we start to build assets and we start to look at different types of things and experiences, we gotta think, we, we gotta think through that now. Right. You know, how is this, how is this investment or this, this experience, how's it gonna translate, you know, outside of these four walls, right. And how can we use it outside of these four walls, uh, and create, you know, a more engaging experience. So that's a little bit of a backing into that answer, but I think I'm, I'm, >>It's emerging. It's >>Important. Well, I'm saying it more as an example of us thinking through and trying to leverage. Yeah. >>I love it though. I mean, you always, you've always been struck me as a visionary and I, I loved that answer and I can just see, it's just gonna progress by the end of the decade. This is gonna become right. Uh, a a, you know, a normal sort of practice, and we're gonna bring people in from the outside and interacting. I love what you were saying about, yeah. Even though we're here physically, we're actually creating a virtual world within this physical pod. We are. Where can people discover more about that? About, about, about the shows, the content that >>Was here? Well on hpe.com, you can just launch into discover. We have a tremendous amount of content that's been recorded, keynote sponsor sessions, the cube they're dialed in all kinds of different pieces of assets that we've done. Um, I'll plug just another couple of things just to, again, to talk about the connectivity of things that we're doing. So one of the projects that I lead, uh, I am very proud to lead is HPE space born and our space born computer space, born computer two, flying a most powerful machine, uh, computer to ever fly in space. Uh, we've been up there for a year. We've done 24 different experiments over the year to, for the benefit of the entire scientific community. Um, also, you know, doing things for the ISS national lab in NASA, our partners up there, but what we've got is we've built a scale replica of the Columbus module, right? So this is, you know, this is a 28 by 12 foot module. Hey, we're bringing her home seriously. >>They're gonna pull the plugs. They're gonna pull the >>Plug on me soon. Right. So anyway, so we have that module built, right? And this is, uh, we work with a Hollywood production company. We've had it before, but you know, we we've customized it. We have a live link to the ISS station in there. And, and so we're talking about everything that we're doing there, but also in this virtual reality experience, we have you going on a space walk, right. And so we've, we've captured that as well. So we've, we're tying this physical and virtual experience together. Uh, and, uh, so it's a fun project. So you can check that >>Out. We did exit scale together during the pandemic, and that's when I first really got into to space point. It was awesome to see frontier announced actually breaking through the exo scale barrier. We, we were on the cusp, but we, we now see it breaking through. So, yeah. Congratulations on that. Thank you >>Very much. And, you know, a couple, you know, just couple other things that we're doing, that's pretty exciting. I don't, I don't wanna give away all my tricks, uh, but you know, we've organized our demonstrations through the customer lenses. So we have these customer journeys that we see people that are using our technology, you know, so I'm, I'm not talking about the storage business unit or, you know, the networking business unit, but how are our customers really trying to, you know, advance AI and machine learning, for example, how are they actually trying to, you know, protect their data? You know, the different things, the business issues, the business issues. Yeah. And so we've organized our demos through that, and we have these, these pods and then satellites, and you, you, you give you walk through that whole thing and it's addressing different aspects of that. >>Um, and then another thing that we've done is we have tours here, uh, as well, where, cuz there's so much content that people can take tours and you know, 1400 people have taken those tours. Uh, you know, and these are guided tours, headsets, curated, big numbers, designated places to go. And we see big traffic the first day or so and by design. And so we hit the highlights and then they decide how to use their valuable time later in the showcase about what they want to deep dive on. And so that's been a tremendous success for >>Us. Well norm thanks for bringing us on the tour of discover. Yeah. Well and really, you know, sharing that with our audience and you've been an awesome partner. And as you say, a great innovator, hope I can't wait to see what's next. All right. >>You so much. Hey, thanks for letting me on here guys. Welcome to our pleasure. I'm somebody I made. You're a Cub >>Alumni alumni. You're alumni. Welcome to alumni. So >>Guys great. Our week. That's a wrap on on day three, uh, Dave Valant day, John furrier for Lisa Martin. Don't forget to go to Silicon angle.com where we've got all the news, all the interviews that we've done this week, get written up and posted on Silicon angle.com. The cube.net I publish every week. Uh, my breaking analysis on, on, on wikibon.com. It's on a podcast. So check that out. Thanks to everybody. Thanks for the crew. Everybody back at the office. Really appreciate it. Great job. And we'll see you next time. All right.
SUMMARY :
that we met during the pandemic. Thank you. The last we always, we always like to bring the energy in the last segment because you know, the cube, Well, we did, you know, and it takes a village. you know, there's no organizational borders, so to speak, you know, you know, we're a big company, to the table from Antonio and, you know, the team is the lining. And that's, you know, when you go, when we start talking about the design and you know, one of the things that, We had, you know, platform play uett packer is a platform. That, you know, I, you know, your, your dev teams say go, It can't be exclusive to just one part of the organization. what resonated with customers and what was different from, from, uh, that GreenLake enabled you And it started with us just kind of, you know, having the strategy about first of all, So we start at that level of conversation, you know, socialize the core services, Mm-hmm <affirmative>, you know, let me have one of my colleagues take you over there. And so we got in this morning, there were like four guys logged in from New Zealand, you know, Obviously, you got sales people here, you got executives here, you got customers right. but then it all goes away and people realize how valuable, you know, just the conversations were, of synergy with each other and you know, you can still help each other. You think about it norm, you know, we, we've done plenty of stuff virtually we have, but I think we've talked And during that virtual era, and I think we'll look back on that and we're still gonna do virtual stuff We, we point, you know, we tell people, Hey, here's call to action. And I, I, you know, I, I speak on, on behalf of many of my colleagues We we'll back at you because norm you were a real innovator when John and I first met you, we were like, Like our team was a little nervous, a lot nervous actually, because you know, you do, you are not only demanding, You And I think the newness of it scares people also like how do you do it? And so I was sitting there being a host, you know, with four CTOs that were So again, it was like a 200 person, you know, uh, executive level experience and all of that, It's emerging. Yeah. a a, you know, a normal sort of practice, and we're gonna bring people in from the outside and interacting. you know, doing things for the ISS national lab in NASA, our partners up there, but what we've got is we've built They're gonna pull the plugs. in this virtual reality experience, we have you going on a space walk, Thank you technology, you know, so I'm, I'm not talking about the storage business unit or, you know, the networking business unit, Uh, you know, and these are guided tours, headsets, curated, big numbers, designated places to go. Well and really, you know, sharing that with our audience and You so much. Welcome to alumni. And we'll see you next time.
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Frank Slootman, Snowflake | Snowflake Summit 2022
>>Hi, everybody. Welcome back to Caesars in Las Vegas. My name is Dave ante. We're here with the chairman and CEO of snowflake, Frank Luman. Good to see you again, Frank. Thanks for coming on. Yeah, >>You, you as well, Dave. Good to be with you. >>No, it's, it's awesome to be, obviously everybody's excited to be back. You mentioned that in your, in your keynote, the most amazing thing to me is the progression of what we're seeing here in the ecosystem and of your data cloud. Um, you wrote a book, the rise of the data cloud, and it was very cogent. You talked about network effects, but now you've executed on that. I call it the super cloud. You have AWS, you know, I use that term, AWS. You're building on top of that. And now you have customers building on top of your cloud. So there's these layers of value that's unique in the industry. Was this by design >>Or, well, you know, when you, uh, are a data clouding, you have data, people wanna do things, you know, with that data, they don't want to just, you know, run data operations, populate dashboards, you know, run reports pretty soon. They want to build applications and after they build applications, they wanna build businesses on it. So it goes on and on and on. So it, it drives your development to enable more and more functionality on that data cloud. Didn't start out that way. You know, we were very, very much focused on data operations, then it becomes application development and then it becomes, Hey, we're developing whole businesses on this platform. So similar to what happened to Facebook in many, in many ways, you know, >>There was some confusion I think, and there still is in the community of, particularly on wall street, about your quarter, your con the consumption model I loved on the earnings call. One of the analysts asked Mike, you know, do you ever consider going to a subscription model? And Mike got cut him off, then let finish. No, that would really defeat the purpose. Um, and so there's also a narrative around, well, maybe snowflake, consumption's easier to dial down. Maybe it's more discretionary, but I, I, I would say this, that if you're building apps on top of snowflake and you're actually monetizing, which is a big theme here, now, your revenue is aligned, you know, with those cloud costs. And so unless you're selling it for more, you know, than it costs more than, than you're selling it for, you're gonna dial that up. And that is the future of, I see this ecosystem in your company. Is that, is that fair? You buy that. >>Yeah, it, it is fair. Obviously the public cloud runs on a consumption model. So, you know, you start looking all the layers of the stack, um, you know, snowflake, you know, we have to be a consumption model because we run on top of other people's, uh, consumption models. Otherwise you don't have alignment. I mean, we have conversations, uh, with people that build on snowflake, um, you know, they have trouble, you know, with their financial model because they're not running a consumption model. So it's like square pack around hole. So we all have to align ourselves. So that's when they pay a dollar, you know, a portion goes to, let's say, AWS portion goes to the snowflake of that dollar. And the portion goes to whatever the uplift is, application value, data value, whatever it is to that goes on top of that. So the whole dollar, you know, gets allocated depending on whose value at it. Um, we're talking about. >>Yeah, but you sell value. Um, so you're not a SaaS company. Uh, at least I don't look at you that that way I I've always felt like the SAS pricing model is flawed because it's not aligned with customers. Right. If you, if you get stuck with orphaned licenses too bad, you know, pay us. >>Yeah. We're, we're, we're obviously a SaaS model in the sense that it is software as a service, but it's not a SaaS model in the sense that we don't sell use rights. Right. And that's the big difference. I mean, when you buy, you know, so many users from, you know, Salesforce and ServiceNow or whoever you have just purchased the right, you know, for so many users to use that software for this period of time, and the revenue gets recognized, you know, radically, you know, one month at a time, the same amount. Now we're not that different because we still do a contract the exact same way as SA vendor does it, but we don't recognize the revenue radically. We recognize the revenue based on the consumption, but over the term of the contract, we recognize the entire amount. It just is not neatly organized in these monthly buckets. >>You know? So what happens if they underspend one quarter, they have to catch up by the end of the, the term, is that how it works or is that a negotiation or it's >>The, the, the spending is a totally, totally separate from the consumption itself, you know, because you know how they pay for the contract. Let's say they do a three year contract. Um, you know, they, they will probably pay for that, you know, on an annual basis, you know, that three year contract. Um, but it's how they recognize their expenses for snowflake and how we recognize the revenue is based on what they actually consume. But it's not like you're on demand where you can just decide to not use it. And then I don't have any cost, but over the three year period, you know, all of that, you know, uh, needs to get consumed or they expire. And that's the same way with Amazon. If I don't consume what I buy from Amazon, I still gotta pay for it. You know, so, >>Well, you're right. Well, I guess you could buy by the drink, but it's way, way more expensive and nobody really correct. Does that, so, yep. Okay. Phase one, better simpler, you know, cloud enterprise data warehouse, phase two, you introduced the, the data cloud and, and now we're seeing the rise of the data cloud. What, what does phase three look like >>Now? Phase, phase three is all about applications. Um, and we've just learned, uh, you know, from the beginning that people were trying to do this, but we weren't instrumental at all to do it. So people would ODBC, you know, JDBC drivers just uses as database, right? So the entire application would happen outside, you know, snowflake, we're just a database. You connect to the database, you know, you read or right data, you know, you do data, data manipulations. And then the application, uh, processing all happens outside of snowflake. Now there's issues with that because we start to exfil trade data, meaning that we started to take data out of snowflake and, and put it, uh, in other places. Now there's risk for that. There's operational risk, there's governance, exposure, security issues, you know, all this kind of stuff. And the other problem is, you know, data gets Reed. >>It proliferates. And then, you know, data science tests are like, well, I, I need that data to stay in one place. That's the whole idea behind the data cloud. You know, we have very big infrastructure clouds. We have very big application clouds and then data, you know, sort of became the victim there and became more proliferated and more segment. And it's ever been. So all we do is just send data to the work all day. And we said, no, we're gonna enable the work to get to the data. And the data that stays in more in place, we don't have latency issue. We don't have data quality issues. We don't have lineage issues. So, you know, people have responded very, very well to the data cloud idea, like, yeah, you know, as an enterprise or an institution, you know, I'm the epicenter of my own data cloud because it's not just my own data. >>It's also my ecosystem. It's the people that I have data networking relationships with, you know, for example, you know, take, you know, uh, an investment bank, you know, in, in, in, in New York city, they send data to fidelity. They send data to BlackRock. They send data to, you know, bank of New York, all the regulatory clearing houses, all on and on and on, you know, every night they're running thousands, tens of thousands, you know, of jobs pushing that data, you know, out there. It just, and they they're all on snowflake already. So it doesn't have to be this way. Right. So, >>Yes. So I, I asked the guys before, you know, last week, Hey, what, what would you ask Frank? Now? You might remember you came on, uh, our program during COVID and I was asking you how you're dealing with it, turn off the news. And it was, that was cool. And I asked you at the time, you know, were you ever, you go on Preem and you said, look, I'll never say never, but it defeats the purpose. And you said, we're not gonna do a halfway house. Actually, you were more declarative. We're not doing a halfway house, one foot in one foot out. And then the guy said, well, what about that Dell deal? And that pure deal that you just did. And I, I think I know the answer, but I want to hear from you did a customer come to you and say, get you in the headlock and say, you gotta do this. >>Or it did happen that way. Uh, it, uh, it started with a conversation, um, you know, via with, uh, with Michael Dell. Um, it was supposed to be just a friendly chat, you know, Hey, how's it going? And I mean, obviously Dell is the owner of data, the main, or our first company, you know? Um, but it's, it, wasn't easy for, for Dell and snowflake to have a conversation because they're the epitome of the on-premise company and we're the epitome of a cloud company. And it's like, how, what do we have in common here? Right. What can we talk about? But, you know, Michael's a very smart, uh, engaging guy, you know, always looking for, for opportunity. And of course they decided we're gonna hook up our CTOs, our product teams and, you know, explore, you know, somebody's, uh, ideas and, you know, yeah. We had some, you know, starts and restarts and all of that because it's just naturally, you know, uh, not an easy thing to conceive of, but, you know, in the end it was like, you know what? >>It makes a lot of sense. You know, we can virtualize, you know, Dell object storage, you know, as if it's, you know, an S three storage, you know, from Amazon and then, you know, snowflake in its analytical processing. We'll just reference that data because to us, it just looks like a file that's sitting on, on S3. And we have, we have such a thing it's called an external table, right. That's, that's how we basically, it projects, you know, a snowflake, uh, semantic and structural model, you know, on an external object. And we process against it exactly the same way as if it was an internal, uh, table. So we just extended that, um, you know, with, um, with our storage partners, like Dell and pure storage, um, for it to happen, you know, across a network to an on-prem place. So it's very elegant and it, it, um, it becomes an, an enterprise architecture rather than just a cloud architecture. And I'm, I just don't know what will come of it. And, but I've already talked to customers who have to have data on premises just can't go anywhere because they process against it, you know, where it originates, but there are analytical processes that wanna reference attributes of that data. Well, this is what we'll do that. >>Yeah. I'm, it is interesting. I'm gonna ask Dell if I were them, I'd be talking to you about, Hey, I'm gonna try to separate compute from storage on prem and maybe do some of the, the work there. I don't even know if it's technically feasible. It's, I'll ask OI. But, um, but, but, but to me, that's an example of your extending your ecosystem. Um, so you're talking now about applications and that's an example of increasing your Tam. I don't know if you ever get to the edge, you know, we'll see, we're not quite quite there yet, but, um, but as you've said before, there's no lack of market for you. >>Yeah. I mean, obviously snowflake it it's, it's Genesis was reinventing database management in, in a cloud computing environment, which is so different from a, a machine environment or a cluster environment. So that's why, you know, we're, we're, we're not a, a fit for a machine centric, uh, environment sort of defeats the purpose of, you know, how we were built. We, we are truly a native solution. Most products, uh, in the clouds are actually not cloud native. You know, they, they originated the machine environments and you still see that, you know, almost everything you see in the cloud by the way is not cloud native, our generation of applications. They only run the cloud. They can only run the cloud. They are cloud native. They don't know anything else, >>You know? Yeah, you're right. A lot of companies would just wrap something in wrap their stack in Kubernetes and throw it into the cloud and say, we're in the cloud too. And you basically get, you just shifted. It >>Didn't make sense. Oh. They throw it in the container and run it. Right. Yeah. >>So, okay. That's cool. But what does that get you that doesn't change your operational model? Um, so coming back to software development and what you're doing in, in that regard, it seems one of the things we said about Supercloud is in order to have a Supercloud, you gotta have an ecosystem, you gotta have optionality. Hence you're doing things like Apache iceberg, you know, you said today, well, we're not sure where it's gonna go, but we offering options. Uh, but, but my, my question is, um, as it pertains to software developments specifically, how do you, so one of the things we said, sorry, I've lost my train there. One of the things we said is you have to have a super PAs in order to have a super cloud ecosystem, PAs layer. That's essentially what you've introduced here. Is it not a platform for our application development? >>Yeah. I mean, what happens today? I mean, how do you enable a developer, you know, on snowflake, without the developer, you know, reading the, the files out of snowflake, you know, processing, you know, against that data, wherever they are, and then putting the results set, God knows where, right. And that's what happens today. It's the wild west it's completely UN uncovered, right? And that's the reason why lots of enterprises will not allow Python anything anywhere near, you know, their enterprise data. We just know that, uh, we also know it from streamlet, um, or the acquisition, um, large acquisition that we made this year because they said, look, you know, we're, we have a lot of demand, you know, uh, in the Python community, but that's the wild west. That's not the enterprise grade high trust, uh, you know, corporate environment. They are strictly segregated, uh, today. >>Now do some, do these, do these things sometimes dribble up in the enterprise? Yes, they do. And it's actually intolerable the risk that enterprises, you know, take, you know, with things being UN uncovered. I mean the whole snowflake strategy and promises that you're in snowflake, it is a, an absolute enterprise grade environment experience. And it's really hard to do. It takes enormous investment. Uh, but that is what you buy from us. Just having Python is not particularly hard. You know, we can do that in a week. This has taken us years to get it to this level, you know, of, of, you know, governance, security and, and, you know, having all the risks around exfiltration and so on, really understood and dealt with. That's also why these things run in private previews and public previews for so long because we have to squeeze out, you know, everything that may not have been, you know, understood or foreseen, you know, >>So there are trade offs of, of going into this snowflake cloud, you get all this great functionality. Some people might think it's a walled garden. How, how would you respond to that? >>Yeah. And it's true when you have a, you know, a snowflake object, like a snowflake, uh, table only snowflake, you know, runs that table. And, um, you know, that, that is, you know, it's very high function. It's very sort of analogous to what apple did, you know, they have very high functioning, but you do have to accept the fact that it's, that it's not, uh, you know, other, other things in apple cannot, you know, get that these objects. So this is the reason why we introduce an open file format, you know, like, like iceberg, uh, because what iceberg effectively does is it allows any tool, uh, you know, to access that particular object. We do it in such a way that a lot of the functionality of snowflake, you know, will address the iceberg format, which is great because it's, you're gonna get much more function out of our, you know, iceberg implementation than you would get from iceberg on its own. So we do it in a very high value addeds, uh, you know, manner, but other tools can still access the same object in a read to write, uh, manner. So it, it really sort of delivers the original, uh, promise of the data lake, which is just like, Hey, I have all these objects tools come and go. I can use what I want. Um, so you get, you get the best of both worlds for the most part. >>Have you reminds me a little bit of VMware? I mean, VMware's a software mainframe, it's just better than >>Doing >>It on your own. Yep. Um, one of the other hallmarks of a cloud company, and you guys clearly are a cloud company is startups and innovation. Um, now of course you see that in, in the, in the ecosystem, uh, and maybe that's the answer to my question, but you guys are kind of whale hunters, <laugh> your customers are, tend to be bigger. Uh, is the, is the innovation now the extension of that, the ecosystem is that by design. >>Oh, um, you know, we have a enormous, uh, ISV following and, um, we're gonna have a whole separate conference like this, by the way, just for, yeah. >>For developers. I hope you guys will up there too. Yeah. Um, you know, the, the reason that, that the ISV strategy is very important for, you know, for, for, for, for many reasons, but, you know, ISVs are the people that are really going to unlock a lot of the value and a lot of the promise of data, right? Because you, you can never do that on your own. And the problem has been that for ISVs, it is so expensive and so difficult to build a product that can be used because the entire enterprise platform infrastructure needs to be built by somebody, you know, I mean, are you really gonna run infrastructure, database, operations, security, compliance, scalability, economics. How do you do that as a software company where really you only have your, your domain expertise that you want to deliver on a platform. You don't wanna do all these things. >>First of all, you don't know how to do it, how to do it well. Um, so it is much easier, much faster when there is already platform to actually build done in the world of clout that just doesn't, you know, exist. And then beyond that, you know, okay, fine building. It is sort of step one. Now I gotta sell it. I gotta market it. So how do I do that? Well, in the snowflake community, you have already market <laugh>, there's thousands and thousands of customers that are also on self lake. Okay. So their, their ability to consume that service that you just built, you know, they can search it, they can try it, they can test it and decide whether they want to consume it. And then, you know, we can monetize it. So all they have to do is cash the check. So the net effecti of it is we drastically lowered the barriers to entry into the world, you know, of software, you know, two men or two women in a dog, and a handful of files can build something that then can be sold, sort of to, for software developers. >>I wrote a piece 2012 after the first reinvent. And I, you know, and I, and I put a big gorilla on the front page and I said, how do you compete with Amazon gorilla? And then one of my answers was you build data ecosystems and you verticalize, and that's, that's what you're doing >>Here. Yeah. There certain verticals that are farther along than others, uh, obviously, but for example, in financial, uh, which is our largest vertical, I mean, the, the data ecosystem is really developing hardcore now. And that's, that's because they so rely on those relationships between all the big financial institutions and entities, regulatory, you know, clearing houses, investment bankers, uh, retail banks, all this kind of stuff. Um, so they're like, it becomes a no brainer. The network affects kick in so strongly because they're like, well, this is really the only way to do it. I mean, if you and I work in different companies and we do, and we want to create a secure, compliant data network and connection between us, I mean, it would take forever to get our lawyers to agree that yeah, it's okay. <laugh> right now, it's like a matter of minutes to set it up. If we're both on snowflake, >>It's like procurement, do they, do you have an MSA yeah. Check? And it just sail right through versus back and forth and endless negotiations >>Today. Data networking is becoming core ecosystem in the world of computing. You know, >>I mean, you talked about the network effects in rise of the data cloud and correct. Again, you know, you, weren't the first to come up with that notion, but you are applying it here. Um, I wanna switch topics a little bit. I, when I read your press releases, I laugh every time. Cause this says no HQ, Bozeman. And so where, where do you, I think I know where you land on, on hybrid work and remote work, but what are your thoughts on that? You, you see Elon the other day said you can't work for us unless you come to the office. Where, where do you stand? >>Yeah. Well, the, well, the, the first aspect is, uh, we really wanted to, uh, separate from the idea of a headquarters location, because I feel it's very antiquated. You know, we have many different hubs. There's not one place in the world where all the important people are and where we make all the important positions, that whole way of thinking, uh, you know, it is obsolete. I mean, I am where I need to be. And it it's many different places. It's not like I, I sit in this incredible place, you know, and that's, you know, that's where I sit and everybody comes to me. No, we are constantly moving around and we have engineering hubs. You know, we have your regional, uh, you know, headquarters for, for sales. Obviously we have in Malaysia, we have in Europe, you know? And, um, so I wanted to get rid of this headquarters designation. >>And, you know, the, the, the other issue obviously is that, you know, we were obviously in California, but you know, California is, is no longer, uh, the dominant place of where we are resident. I mean, 40% of our engineering people are now in be Washington. You know, we have hundreds of people in Poland where people, you know, we are gonna have very stressed location in Toronto. Um, yeah. Obviously our customers are, are everywhere, right? So this idea that, you know, everything is happening in, in one state is just, um, you know, not, not correct. So we wanted to go to no headquarters. Of course the SCC doesn't let you do that. Um, because they want, they want you to have a street address where the government can send you a mail and then it becomes, the question is, well, what's an acceptable location. Well, it has to be a place where the CEO and the CFO have residency by hooker, by crook. >>That happened to be in Bozeman Montana because Mike and I are both, it was not by design. We just did that because we were, uh, required to, you know, you know, comply with government, uh, requirements, which of course we do, but that's why it, it says what it says now on, on the topic of, you know, where did we work? Um, we are super situational about it. It's not like, Hey, um, you know, everybody in the office or, or everybody is remote, we're not categorical about it. Depends on the function, depends on the location. Um, but everybody is tethered to an office. Okay. In words, everybody has a relationship with an office. There's, there's almost nobody, there are a few exceptions of people that are completely remote. Uh, but you know, if you get hired on with snowflake, you will always have an office affiliation and you can be called into the office by your manager. But for purpose, you know, a meeting, a training, an event, you don't get called in just to hang out. And like, the office is no longer your home away from home. Right. And we're now into hotel, right? So you don't have a fixed place, you know? So >>You talked in your keynote a lot about last question. I let you go customer alignment, obviously a big deal. I have been watching, you know, we go to a lot of events, you'll see a technology company tell a story, you know, about their widget or whatever it was their box. And then you'll see an outcome and you look at it and you shake your head and say, well, that the difference between this and that is the square root of zero, right. When you talk about customer alignment today, we're talking about monetizing data. Um, so that's a whole different conversation. Um, and I, I wonder if you could sort of close on how that's different. Um, I mean, at ServiceNow, you transformed it. You know, I get that, you know, data, the domain was okay, tape, blow it out, but this is a, feels like a whole new vector or wave of growth. >>Yeah. You know, monetizing, uh, data becomes sort of a, you know, a byproduct of having a data cloud you all of a sudden, you know, become aware of the fact that, Hey, Hey, I have data and be that data might actually be quite valuable to parties. And then C you know, it's really easy to then, you know, uh, sell that and, and monetize that. Cause if it was hard, forget it, you know, I don't have time for it. Right. But if it's relatively, if it's compliant, it's relatively effortless, it's pure profit. Um, I just want to reference one attribute, two attributes of what you have, by the way, you know, uh, hedge funds have been into this sort of thing, you know, for a long time, because they procure data from hundreds and hundreds of sources, right. Because they're, they are the original data scientists. >>Um, but the, the bigger thing with data is that a lot of, you know, digital transformation is, is, is finally becoming real. You know, for years it was arm waving and conceptual and abstract, but it's becoming real. I mean, how do we, how do we run a supply chain? You know, how do we run, you know, healthcare, um, all these things are become are, and how do we run cyber security? They're being redefined as data problems and data challenges. And they have data solutions. So that's right. Data strategies are insanely important because, you know, if, if the solution is through data, then you need to have, you know, a data strategy, you know, and in our world, that means you have a data cloud and you have all the enablement that allows you to do that. But, you know, hospitals, you know, are, are saying, you know, data science is gonna have a bigger impact on healthcare than life science, you know, in the coming, whatever, you know, 10, 20 years, how do you enable that? >>Right. I, I have conversations with, with, with hospital executives are like, I got generations of data, you know, clinical diagnostic, demographic, genomic. And then I, I am envisioning these predictive outcomes over here. I wanna be able to predict, you know, once somebody's gonna get what disease and you know, what I have to do about it, um, how do I do that? <laugh> right. The day you go from, uh, you know, I have a lot of data too. I have these outcomes and then do me a miracle in the middle, in the middle of somewhere. Well, that's where we come in. We're gonna organize ourselves and then unpack thats, you know, and then we, we work, we through training models, you know, we can start delivering some of these insights, but the, the promise is extraordinary. We can change whole industries like pharma and, and, and healthcare. Um, you know, 30 effects of data, the economics will change. And you know, the societal outcomes, you know, um, quality of life disease, longevity of life is quite extraordinary. Supply chain management. That's all around us right >>Now. Well, there's a lot of, you know, high growth companies that were kind of COVID companies, valuations shot up. And now they're trying to figure out what to do. You've been pretty clear because of what you just talked about, the opportunities enormous. You're not slowing down, you're amping it up, you know, pun intended. So Frank Luman, thanks so much for coming on the cube. Really appreciate your time. >>My pleasure. >>All right. And thank you for watching. Keep it right there for more coverage from the snowflake summit, 2022, you're watching the cube.
SUMMARY :
Good to see you again, Frank. You have AWS, you know, I use that term, AWS. you know, with that data, they don't want to just, you know, run data operations, populate dashboards, One of the analysts asked Mike, you know, do you ever consider going to a subscription model? with people that build on snowflake, um, you know, they have trouble, you know, with their financial model because bad, you know, pay us. you know, so many users from, you know, Salesforce and ServiceNow or whoever you have just purchased the they, they will probably pay for that, you know, on an annual basis, you know, that three year contract. Phase one, better simpler, you know, cloud enterprise data warehouse, You connect to the database, you know, you read or right data, you know, you do data, data manipulations. like, yeah, you know, as an enterprise or an institution, you know, I'm the epicenter of you know, for example, you know, take, you know, uh, an investment bank, you know, in, you know, were you ever, you go on Preem and you said, look, I'll never say never, but it defeats the purpose. just naturally, you know, uh, not an easy thing to conceive of, but, you know, You know, we can virtualize, you know, Dell object storage, you know, I don't know if you ever get to the edge, you know, we'll see, we're not quite quite there yet, So that's why, you know, we're, And you basically get, you just shifted. Oh. They throw it in the container and run it. you know, you said today, well, we're not sure where it's gonna go, but we offering options. you know, on snowflake, without the developer, you know, reading the, the files out of snowflake, And it's actually intolerable the risk that enterprises, you know, take, So there are trade offs of, of going into this snowflake cloud, you get all this great functionality. uh, you know, other, other things in apple cannot, you know, get that these objects. Um, now of course you see that Oh, um, you know, we have a enormous, uh, ISV following and, be built by somebody, you know, I mean, are you really gonna run infrastructure, you know, of software, you know, two men or two women in a dog, and a handful of files can build you know, and I, and I put a big gorilla on the front page and I said, how do you compete with Amazon gorilla? regulatory, you know, clearing houses, investment bankers, uh, retail banks, It's like procurement, do they, do you have an MSA yeah. Data networking is becoming core ecosystem in the world of computing. Again, you know, It's not like I, I sit in this incredible place, you know, and that's, And, you know, the, the, the other issue obviously is that, you know, we were obviously in California, We just did that because we were, uh, required to, you know, you know, I have been watching, you know, we go to a lot of events, you'll see a technology company tell And then C you know, you know, a data strategy, you know, and in our world, that means you have a data cloud and you have all the enablement that thats, you know, and then we, we work, we through training models, you know, you know, pun intended. And thank you for watching.
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Nick Van Wiggeren, PlanetScale | Kubecon + Cloudnativecon Europe 2022
>> Narrator: theCUBE presents KubeCon and CloudNativeCon Europe 2022, brought to you by Red Hat, the Cloud Native Computing Foundation and its ecosystem partners. >> Welcome to Valencia, Spain, KubeCon, CloudNativeCon Europe 2022. I'm Keith Townsend, your host. And we're continuing the conversations around ecosystem cloud native, 7,500 people here, 170 plus show for sponsors. It is for open source conference, I think the destination. I might even premise that this may be, this may eventually roll to the biggest tech conference in the industry, maybe outside of AWS re:Invent. My next guest is Nick van Wiggeren. >> Wiggeren. >> VP engineering of PlanetScale. Nick, I'm going to start off the conversation right off the bat PlanetScale cloud native database, why do we need another database? >> Well, why don't you need another database? I mean, are you happy with yours? Is anyone happy with theirs? >> That's a good question. I don't think anyone is quite happy with, I don't know, I've never seen a excited database user, except for guys with really (murmurs) guys with great beards. >> Yeah. >> Keith: Or guys with gray hair maybe. >> Yeah. Outside of the dungeon I think... >> Keith: Right. >> No one is really is happy with their database, and that's what we're here to change. We're not just building the database, we're actually building the whole kind of start to finish experience, so that people can get more done. >> So what do you mean by getting more done? Because MySQL has been the underpinnings of like massive cloud database deployments. >> 100% >> It has been the de-facto standard. >> Nick: Yep. >> For cloud databases. >> Nick: Yep. >> What is PlanetScale doing in enabling us to do that I can't do with something like a MySQL or a SQL server? >> Great question. So we are MySQL compatible. So under the hood it's a lot of the MySQL you know and love. But on top of that we've layered workflows, we've layered scalability, we've layered serverless. So that you can get all of the the parts of the MySQL, that dependability, the thing that people have used for 20, 30 years, right? People don't even know a world before MySQL. But then you also get this ability to make schema changes faster. So you can kind of do your work quicker get to the business objectives faster. You can scale farther. So when you get to your MySQL and you say, well, can we handle adding this one feature on top? Can we handle the user growth we've got? You don't have to worry about that either. So it's kind of the best of both worlds. We've got one foot in history and we've got one foot in the new kind of cloud native database world. We want to give everyone the best of both. >> So when I think of serverless because that's the buzzy world. >> Yeah. >> But when I think of serverless I think about developers being able to write code. >> Yep. >> Deploy the code, not worry about VM sizes. >> Yep. >> Amount of disk space. >> Yep. >> CPU, et cetera. But we're talking about databases. >> Yep. >> I got to describe what type of disk I want to use. I got to describe the performance levels. >> Yep. >> I got all the descriptive stuff that I have to do about infrastructures. Databases are not... >> Yep. >> Keith: Serverless. >> Yep. >> They're the furthest thing from it. >> So despite what the name may say, I can guarantee you PlanetScale, your PlanetScale database does run on at least one server, usually more than one. But the idea is exactly what you said. So especially when you're starting off, when you're first beginning your, let's say database journey. That's a word I use a lot. The furthest thing from your mind is, how many CPUs do I need? How many disk iOS do I need? How much memory do I need? What we want you to be able to do is get started on focusing on shipping your code, right? The same way that Lambda, the same way that Kubernetes, and all of these other cloud native technologies just help people get done what they want to get done. PlanetScale is the same way, you want a database, you sign up, you click two buttons, you've got a database. We'll handle scaling the disk as you grow, we'll handle giving you more resources. And when you get to a spot where you're really starting to think about, my database has got hundreds of gigabytes or petabytes, terabytes, that's when we'll start to talk to you a little bit more about, hey, you know it really does run on a server, we ain't got to help you with the capacity planning, but there's no reason people should have to do that up front. I mean, that stinks. When you want to use a database you want to use a database. You don't want to use, 747 with 27 different knobs. You just want to get going. >> So, also when I think of serverless and cloud native, I think of stateless. >> Yep. >> Now there's stateless with databases, help me reconcile like, when you say it's cloud native. >> Nick: Yep. >> How is it cloud native when I think of cloud native as stateless? >> Yeah. So it's cloud native because it exists where you want it in the cloud, right? No matter where you've deployed your application on your own cloud, on a public cloud, or something like that, our job is to meet you and match the same level of velocity and the same level of change that you've got on your kind of cloud native setup. So there's a lot of state, right? We are your state and that's a big responsibility. And so what we want to do is, we want to let you experiment with the rest of the stateless workloads, and be right there next to you so that you can kind of get done what you need to get done. >> All right. So this concept of clicking two buttons... >> Nick: Yeah. >> And deploying, it's a database. >> Nick: Yep. >> It has to run somewhere. So let's say that I'm in AWS. >> Nick: Yep. >> And I have AWS VPC. What does it look like from a developer's perspective to consume the service? >> Yeah. So we've got a couple of different offerings, and AWS is a great example. So at the very kind of the most basic database unit you click, you get an endpoint, a host name, a password, and the username. You feed that right into your application and it's TLS secure and stuff like that, goes right into the database no problem. As you grow larger and larger, we can use things like AWS PrivateLink and stuff like that, to actually start to integrate more with your AWS environment, all the way over to what we call PlanetScale Managed. Which is where we actually deploy your data plan in your AWS account. So you give us some permissions and we kind of create a sub-account and stuff like that. And we can actually start sending pods, and hold clusters and stuff like that into your AWS account, give you a PrivateLink, so that everything looks like it's kind of wrapped up in your ownership but you still get the same kind of PlanetScale cloud experience, cloud native experience. >> So how do I make calls to the database? I mean, do I have to install a new... >> Nick: Great question. >> Like agent, or do some weird SQL configuration on my end? Or like what's the experience? >> Nope, we just need MySQL. Same way you'd go, install MySQL if you're on a Mac or app store to install MySQL on analytics PC, you just username, password, database name, and stuff like that, you feed that into your app and it just works. >> All right. So databases are typically security. >> Nick: Yep. >> When my security person. >> Nick: Yep. >> Sees a new database. >> Nick: Yep. >> Oh, they get excited. They're like, oh my job... >> Nick: I bet they do. >> My job just got real easy. I can find like eight or nine different findings. >> Right. >> How do you help me with compliance? >> Yeah. >> And answering these tough security questions from security? >> Great question. So security's at the core of what we do, right? We've got security people ourselves. We do the same thing for all the new vendors that we onboard. So we invest a lot. For example, the only way you can connect to a PlanetScale database even if you're using PrivateLink, even if you're not touching the public internet at all, is over TLS secured endpoint, right? From the very first day, the very first beta that we had we knew not a single byte goes over the internet that's not encrypted. It's encrypted at rest, we have audit logging, we do a ton internally as well to make sure that, what's happening to your database is something you can find out. The favorite thing that I think though is all your schema changes are tracked on PlanetScale, because we provide an entire workflow for your schema changes. We actually have like a GitHub Polar Request style thing, your security folks can actually look and say, what changes were made to the database day in and day out. They can go back and there's a full history of that log. So you actually have, I think better security than a lot of other databases where you've got to build all these tools and stuff like that, it's all built into PlanetScale. >> So, we started out the conversation with two clicks but I'm a developer. >> Nick: Yeah. >> And I'm developing a service at scale. >> Yep. >> I want to have a SaaS offering. How do I automate the deployment of the database and the management of the database across multiple customers? >> Yeah, so everything is API driven. We've got an API that you can use supervision databases to make schema changes, to make whatever changes you want to that database. We have an API that powers our website, the same API that customers can use to kind of automate any part of the workflow that they want. There's actually someone who did talk earlier using, I think, wwww.crossplane.io, or they can use Kubernetes custom resource definitions to provision PlanetScale databases completely automatically. So you can even do it as part of your standard deployment workflow. Just create a PlanetScale database, create a password, inject it in your app, all automatically. >> So Nick, as I'm thinking about scale. >> Yep. >> I'm thinking about multiple customers. >> Nick: Yep. >> I have a successful product. >> Nick: Yep. >> And now these customers are coming to me with different requirements. One customer wants to upgrade once every 1/4, another one, it's like, you know what? Just bring it on. Like bring the schema changes on. >> Yep. >> I want the latest features, et cetera. >> Nick: Right. >> How do I manage that with PlanetScale? When I'm thinking about MySQL it's a little, that can be a little difficult. >> Nick: Yeah. >> But how does PlanetScale help me solve that problem? >> Yeah. So, again I think it's that same workflow engine that we've built. So every database has its own kind of deploy queue, its own migration system. So you can automate all these processes and say, on this database, I want to change this schema this way, on this database I'm going to hold off. You can use our API to drive a view into like, well, what's the schema on this database? What's schema on this database? What version am I running on this database? And you can actually bring all that in. And if you were really successful you'd have this single plane of glass where you can see what's the status of all my databases and how are they doing, all powered by kind of the PlanetScale API. >> So we can't talk about databases without talking about backup. >> Nick: Yep. >> And recovery. >> Yep. >> How do I back this thing up and make sure that I can fall back? If someone deleted a table. >> Nick: Yep. >> It happens all the time in production. >> Nick: Yeah, 100%. >> How do I recover from it? >> So there's two pieces to this, and I'm going to talk about two different ways that we can help you solve this problem. One of them is, every PlanetScale database comes with backups built in and we test them fairly often, right? We use these backups. We actually give you a free daily backup on every database 'cause it's important to us as well. We want to be able to restore from backup, we want to be able to do failovers and stuff like that, all that is handled automatically. The other thing though is this feature that we launched in March called the PlanetScale Rewind. And what Rewind is, is actually a schema migration undo button. So let's say, you're a developer you're dropping a table or a column, you mean to drop this, but you drop the other one on accident, or you thought this column was unused but it wasn't. You know when you do something wrong, you cause an incident and you get that sick feeling in your stomach. >> Oh, I'm sorry. I've pulled a drive that was written not ready file and it was horrible. >> Exactly. And you kind of start to go, oh man, what am I going to do next? Everyone watching this right now is probably squirming in their seat a bit, you know the feeling. >> Yeah, I know the feeling >> Well, PlanetScale gives you an undo button. So you can click, undo migration, for 30 minutes after you do the migration and we'll revert your schema with all the data in it back to what your database looked like before you did that migration. Drop a column on accident, drop a table on accident, click the Rewind button, there's all the data there. And, the new rights that you've taken while that's happened are there as well. So it's not just a restore to a point in time backup. It's actually that we've replicated your rights sent them to both the old and the new schema, and we can get you right back to where you started, downtime solved. >> Both: So. >> Nick: Go ahead. >> DBAs are DBAs, whether they've become now reformed DBAs that are cloud architects, but they're DBAs. So there's a couple of things that they're going to want to know, one, how do I get my zero back up in my hands? >> Yeah. >> I want my, it's MySQL data. >> Nick: Yeah. >> I want my MySQL backup. >> Yeah. So you can just take backups off the database yourself the same way that you're doing today, right? MySQL dump, MySQL backup, and all those kinds of things. If you don't trust PlanetScale, and look, I'm all about backups, right? You want them in two different data centers on different mediums, you can just add on your own backup tools that you have right now and also use that. I'd like you to trust that PlanetScale has the backups as well. But if you want to keep doing that and run your own system, we're totally cool with that as well. In fact, I'd go as far as to say, I recommend it. You never have too many backups. >> So in a moment we're going to run Kube clock. So get your... >> Okay, all right. >> You know, stand tall. >> All right. >> I'll get ready. I'm going to... >> Nick: I'm tall, I'm tall. >> We're both tall. The last question before Kube clock. >> Nick: Yeah. >> It is, let's talk a little nerve knobs. >> Nick: Okay. >> The reform DBA. >> Nick: Yeah. >> They want, they're like, oh, this query ran a little bit slow. I know I can squeeze a little bit more out of that. >> Nick: Yeah. >> Who do they talk to? >> Yeah. So that's a great question. So we provide you some insights on the product itself, right? So you can take a look and see how are my queries performing and stuff like that. Our goal, our job is to surface to you all the metrics that you need to make that decision. 'Cause at the end of the day, a reform DBA or not it is still a skill to analyze the performance of a MySQL query, run and explain, kind of figure all that out. We can't do all of that for you. So we want to give you the information you need either knowledge or you know, stuff to learn whatever it is because some of it does have to come back to, what's my schema? What's my query? And how can I optimize it? I'm missing an index and stuff like that. >> All right. So, you're early adopter of the Kube clock. >> Okay. >> I have to, people say they're ready. >> Nick: Ooh, okay. >> All the time people say they're ready. >> Nick: Woo. >> But I'm not quite sure that they're ready. >> Nick: Well, now I'm nervous. >> So are you ready? >> Do I have any other choice? >> No, you don't. >> Nick: Then I am. >> But are you ready? >> Sure, let's go. >> All right. Start the Kube clock. (upbeat music) >> Nick: All right, what do you want me to do? >> Go. >> All right. >> You said you were ready. >> I'm ready, all right, I'm ready. All right. >> Okay, I'll reset. I'll give you, I'll give, see people say they're ready. >> All right. You're right. You're right. >> Start the Kube clock, go. >> Okay. Are you happy with how your database works? Are you happy with the velocity? Are you happy with what your engineers and what your teams can do with their database? >> Follow the dream not the... Well, follow the green... >> You got to be. >> Not the dream. >> You got to be able to deliver. At the end of the day you got to deliver what the business wants. It's not about performance. >> You got to crawl before you go. You got to crawl, you got to crawl. >> It's not just about is my query fast, it's not just about is my query right, it's about, are my customers getting what they want? >> You're here, you deserve a seat at the table. >> And that's what PlanetScale provides, right? PlanetScale... >> Keith: Ten more seconds. >> PlanetScale is a tool for getting done what you need to get done as a business. That's what we're here for. Ultimately, we want to be the best database for developing software. >> Keith: Two, one. >> That's it. End it there. >> Nick, you took a shot, I'm buying it. Great job. You know, this is fun. Our jobs are complex. >> Yep. >> Databases are hard. >> Yep. >> It is the, where your organization keeps the most valuable assets that you have. >> Nick: A 100%. >> And we are having these tough conversations. >> Nick: Yep. >> Here in Valencia, you're talking to the leader in tech coverage. From Valencia, Spain, I'm Keith Townsend, and you're watching theCUBE, the leader in high tech coverage. (upbeat music)
SUMMARY :
brought to you by Red Hat, in the industry, conversation right off the bat I don't think anyone is quite happy with, Outside of the dungeon I think... We're not just building the database, So what do you mean it's a lot of the MySQL you know and love. because that's the buzzy world. being able to write code. Deploy the code, But we're talking about databases. I got to describe what I got all the descriptive stuff But the idea is exactly what you said. I think of stateless. when you say it's cloud native. and be right there next to you So this concept of clicking two buttons... And deploying, So let's say that I'm in AWS. consume the service? So you give us some permissions So how do I make calls to the database? you feed that into your So databases are typically security. Oh, they get excited. I can find like eight or the only way you can connect So, we started out the and the management of the database So you can even do it another one, it's like, you know what? How do I manage that with PlanetScale? So you can automate all these processes So we can't talk about databases and make sure that I can fall back? that we can help you solve this problem. and it was horrible. And you kind of start to go, and we can get you right that they're going to want to know, So you can just take backups going to run Kube clock. I'm going to... The last question before Kube clock. It is, I know I can squeeze a the metrics that you need of the Kube clock. I have to, sure that they're ready. Start the Kube clock. All right. see people say they're ready. All right. Are you happy with what your engineers Well, follow the green... you got to deliver what You got to crawl before you go. you deserve a seat at the table. And that's what what you need to get done as a business. End it there. Nick, you took a shot, the most valuable assets that you have. And we are having the leader in high tech coverage.
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Alison Biers, Dell Technologies & John Dabek, Lowe’s | Dell Technologies World 2022
>> Announcer: theCUBE presents Dell Technologies World, brought to you by Dell. >> Hey everyone. Welcome back to theCUBE's live coverage of Dell Technologies World 2022, live from the Venetian in Las Vegas. Lisa Martin here with Dave Vellante. This is our second full day of coverage of theCUBE. Lots going on, lots of announcements. We always love talking to customers, hearing the voice of the customer, and we have a couple of guests, one from Dell Customer at Lowe's, John Dabek is here, the senior director of infrastructure. Ali Biers also joins us, marketing director of edge solutions at Dell Technologies. Welcome to the program. >> Thank you so much. >> Thank you for inviting us. Appreciate it. >> So John, let's go ahead and start with you. Let's talk about what the heck is going on in retail. Tremendous change, tremendous transformation, lot of pressures. The last two years have been quite influential. Talk to us about some of the trends that you're seeing in retail, some of the challenges that are going on. >> Absolutely, so COVID has put everything on steroids in terms of the omnichannel experience, so we no longer think of digital as something that's separate. It's all integrated with the store experience. So, interestingly enough, two thirds of our customers shop online before they come into the store, so that shows you the power of having the digital working in harmony with the store. >> So how does that affect your technology strategy? What changes do you see? >> That's a very good question, so we've had to accelerate a number of our new technologies to really create that frictionless experience for the customer. So for example, I'll give you a great example of a technology that we deploy today called pickup lockers. So you order online and then there's a set of pickup lockers right in the vestibule of the store. You go up and you scan it, the locker opens, and then you can take your merchandise and go on, so it's a great experience as to how the technology has changed, and everything from utilizing the mobile applications where customers can now text us when they're in the parking lot, we can deliver their merchandise. Michael Dell put it very well in terms of the strategy in his keynote yesterday. What he talked about was today it's the public cloud, it's the private cloud within the data centers, and it's the edge, and the edge has become very, very important for us because that's where we want to put all of our technologies in the store, closer to the store. >> Ali talk to us about from an overall a Dell vision lens perspective the challenges overall that you're seeing in retail and where the edge is really advantageous for organizations to be competitive. >> Yeah, I mean, really what you're seeing is you've got these incredibly savvy customers who really want to have an experience when they go into the store, and on the other hand, you have the retailer that wants to develop that loyalty but yet they're dealing with tremendous complexity in their footprint, as well as just the pace of change, so trying to modernize and do that at a really fast pace just like what John was talking about and still stick to all the imperatives like being secure and manageable at scale. It's really a big challenge. >> Yeah, and when you talk, Ali, about modernizing at a fast pace, the first 600 stores that we did with VxRail, and we'll go into a little more detail I'm sure about that, we did in three months with the help of Dell technology. >> Lisa: 600 stores in three months? >> In three months, right, and the key was zero disruptions in the store. Now we're talking about 100,000+ square foot stores, so we're talking big stores, and we have a very short window. We can go from midnight to 5:00 AM because 5:00 AM the contractors are there to pick up their materials and we have to be open and ready, so we didn't miss a beat. >> So that's interesting. I heard your CEO the other day talking about how you guys really focused on the contractors, especially during COVID. So that was also another shift. I mean, the volume from contractors probably increased 'cause we give them such great focus. So there's this concept of the intelligent factory. Is there a similar one with the intelligent store? >> John: Oh, without a doubt. So I'll give you an example. We have 140,000 mobile devices deployed in our stores for our employees that can do everything from find merchandise, talk, receive calls. You're going to the store to pick up mulch, and they can take the device and do a checkout from the device instead of you having to come into the store and then go out to pick up your mulch. It doesn't get better than that. >> I love that example cause that one's so relatable, and I think like once you start thinking about how all this to technology in the store can really help, so all of a sudden you know where your customers are spending their time in the store. You can position your customer service people to help in the aisles where people are getting stuck, so it really just puts so many more insights in the hands of retailers to be able to action and make decisions. >> You know, it's funny, sometimes people, when they talk to people in IT, technology like ourselves say, "You know, you guys always talk about, oh, permanent changes. Nah, it's going to be the same. You watch in a few years." Here's an example, there's no way we're ever going back. You know, it's permanent. >> It's permanent, and you know what? All the bad things about about COVID and the pandemic, the great thing is it really accelerated that omnichannel journey. It forced many retailers to do that, including Lowe's. >> Silver lining, but it also, from a forcing factor perspective, it was critical from a competitive standpoint. I mean, we have these expectations as consumers that we can have this consumer experience everywhere which means I want to be able to do my transaction in real time. I want to go onto the website and make sure that they have what I want inventory wise in real time. Real time we learned in the pandemic, not a nice to have anymore. >> No, absolutely. >> Lisa: That is a competitive advantage for every industry, especially retail. >> Yeah, and if you think about it, we have a mini data center inside the store with the VxRail, so it was very important for us because we were not able to leverage the new application development on the old platform, so we absolutely need the power of the new platform to enable the stores. It's very, very, critical. >> Paint a picture of what it's like inside of a store. I mean, what's the infrastructure look like, the apps that are running, the data flow? >> John: So if you picture a dedicated room for the technology, unfortunately in a store you don't build a data center, so it's a concrete floor, as you can imagine. But through the help of Dell, they've really helped us harden the environment as well, to put in technologies that help with intelligent power distribution units and other types of technology because we're making such a big investment that we don't want to have power be a disrupter. You get six nines on our network, six nines on our, on our compute infrastructure. We don't want power to be an impact. But in terms of the apps, everything that you need to run a store from a POS perspective runs in the environment, and it's being enhanced every day, because now the communication from the mobile device of the consumer to what happens in the store is integrating, so it really requires a lot of compute power. >> What I really like about the way you guys have done it too is that you guys have really thought about it in terms of planning for the future. So you thought about how to create that foundation that's really going to scale over time. >> And Ali you've brought up a good point because one of the things that we didn't anticipate when we started was the fact that we would need GPUs in the future. and the power of the GPU was required for things like video analytics, AI, and it came to light as we had one of our innovator, person in the lab saying, "Hey in the test system, we want 300 gigs of memory to do a test," and we're going like, oh my God, this would never run in production. So that's when we got into the whole concept of GPU so all of our stores are GPU enabled, so as we need them, we can add that to the store, but thanks for bringing that. >> That's really interesting. So for what, security? Other use cases? AI, you're saying. How are you applying that? Dig into that. >> It could be security, so think of having cameras in the store that watch what people do from a checkout perspective, and it's tied in with the system so it knows the weight of an item, it knows the cost of an item, and it's able to spot potential frauds and alert people. But to do that, you need video analytics, and that requires a lot of processing power. >> How much of that data do you persist? >> We could talk about that for another hour. >> Oh, okay. >> With respect to that. But generally we utilize the data to handle what we're looking to accomplish. We do capture other data for AI and other analytic purposes as well. >> Ali I think I interrupted you. >> Ali: Oh, no worries. I think one of the things about the edges, people have a tendency to go build a technology stack to address the business problem that they're trying to address in that moment, and it's usually driven by the people that are working in the store. They see an opportunity for advancement, but all of a sudden, if you have a lot of those, how now are you going to deploy it, secure it, manage it, and do them all separately? So I think what you're talking about is you've really figured out a way to do that across all those different use cases, and maybe even for the ones that you don't know exist yet so. >> And that's the good point is that we don't know what exists, because we have to, as we build it, we have to build the business case for what makes sense to put into the stores. So you you'll see a lot of continued innovation with inventory aids to help stock shelves, applications that help the customer journey. I saw some deployment of some new apps in the stores where we can tell where people are located real time in the store, so wouldn't it be great if you know that you can dispatch customer service personnel to that area and great opportunity to plus sell in that environment. >> I can't wait for my next trip to Lowe's. This is going to be so fantastic. But John, I got to ask you, you're sitting here with the marketing director, I'm a marketing girl myself, future proof. It's a term that is always interests me because it can mean so many different things. You're working with Dell, I've been working with Dell for a while, how is what you've architected for the connected store? Intelligence store, excuse me. How do you feel like when you don't know what's coming, but do you really feel like we've got a future-proof architecture capabilities and a partner that's going to allow us to scale and grow as things, obviously we couldn't have predicted what happened in the last two years. >> So not too recent in the past where you would primarily have appliances in stores and single purpose servers, separate storage. So now with the VxRail technology, you have hyper converged infrastructure. So things are virtualized, your storage is virtualized, your server host infrastructure is virtualized, and the power of the VxRail is that as we grow and have different needs, we can change out the processor, we can add memory, we can add storage all while we're still running in a store. >> Dave: Bring a GPU in if you need to, right? >> Bring a GPU in, so it was architected to handle the growth and the simplicity of running the store. So we only have a handful of people that manage the stores from a technology standpoint, and thanks to the the technologies that are provided. >> So you could scale it, and you got the blueprint, what's the network look like? >> And that's some good advice for folks who are looking at this. You have to address the network first, so we deployed a software defined network that gave us the capacity and the future growth capacity and the backup we're using. We're transferring to from 4G to 5G for backup purposes, and we're trying to figure out what's the role of 5G in the future? 'Cause it gives you tremendous flexibility. But remember the VxRail and the edge can run independently, so if the network goes down, we operate a store. >> Lisa: And you had that frictionless experience which as consumers, we all had this expectation that it's going to be frictionless, it's going to be seamless, I'm going to be able to get what I want. >> Absolutely. >> Not quite 24/7. Well, yeah, with online, yeah. >> With online, 24/7. >> So last question as we grab, and I wish we had more time to dig into this. What's next? What are some of the future directions as hopefully things return back to "normal". What are some of the things that Lowe's and Dell are going to do next together? >> We have to finish the stores. We'll be done by October. And by the way, we're experiencing supply chain issue, but not with Dell. We're having trouble getting network switches, but last week we had a breakthrough, and right now we're on track to finish all of the stores by October of 2022. But what's next? Continuing to now leverage the platform that we've put in place, to bring the applications and to start working with our innovators to experiment with the GPUs and put it into effect, and I'm sure Ali's got some great things planned as well on the edge with the technology which we're look to take advantage of. >> Yeah I mean, our goal is really to help customers to simplify their edge because it's incredibly complex. They're dealing with an ecosystem of partners, software, hardware, networking, so really being that partner that they can rely on, having that broad end to end portfolio, and being the person and the company that can architect and bring all of that together in a way that you can life cycle manage it over time. >> John: And the great thing is by being software defined, it's all seems very complicated, but it's simple to manage, and that's the key and that's the power that Dell brings to us. >> Simple to manage, famous last words. John, thank you, Ali you as well for joining us, sharing what Dell and Lowe's are doing together to really enable this intelligent store. I really can't wait for my next trip. (everyone laughing) >> Thank you so much. >> Yes, I got to hit the mulch pile. Want 'em to bring into my car's, it's too heavy to carry. Guys thank you so much for sharing your insights. We appreciate the story. >> Thank you. >> For our guests and Dave Vellante, I'm Lisa Martin. You're watching theCUBE live from Las Vegas at the Venetian. Day two of our coverage of Dell Tech World continues right after this short break. (soft music)
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brought to you by Dell. and we have a couple of guests, Thank you for inviting us. some of the challenges that are going on. so that shows you the in the store, closer to the store. the challenges overall that and still stick to all the imperatives Yeah, and when you talk, Ali, and the key was zero I mean, the volume from and do a checkout from the device in the store can really help, Nah, it's going to be the same. about COVID and the pandemic, and make sure that they have what I want Lisa: That is a competitive advantage inside the store with the VxRail, the apps that are running, the data flow? But in terms of the apps, is that you guys have and the power of the GPU How are you applying that? and it's able to spot potential that for another hour. to handle what we're and maybe even for the ones and great opportunity to plus for the connected store? and the power of the and thanks to the the and the backup we're using. that it's going to be frictionless, Not quite 24/7. and Dell are going to do next together? and to start working with our innovators and being the person and the and that's the key and that's the power Simple to manage, famous last words. Yes, I got to hit the mulch pile. from Las Vegas at the Venetian.
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Fangjin Yang, Imply.io | CUBE Conversation
(bright upbeat music) >> Welcome, everyone, to this CUBE Conversation featuring Imply. I'm your host, Lisa Martin. Today, we are excited to be joined by FJ Yang, the co-founder and CEO of Imply. FJ, thanks so much for joining us today. >> Lisa, thank you so much for having me. >> Tell me a little bit about yourself and about Imply. >> Yeah, absolutely. So, I started Imply a couple years ago and before start the company, I was a technologist. So, I was a software engineer and software developer primarily specializing in distributed systems. And one of the projects I worked on, ultimately became kind of the centerpiece behind Imply. Imply, as a company is a database company. What we do is we provide developers a powerful tool in order to help them build various types of data analytic applications. We're also an open source company, where the company develops a popular open source project called Apache Druid. >> Got it, so database as a service for modern analytics applications. You're also one of the original authors of Apache Druid. Talk to me, gimme a timeline, Druid's 10-year history or so. What's the big picture? What's been the market evolution that you've seen? >> Yeah, absolutely. So, I moved out to Silicon Valley basically to try and work at a startup, 'cause I was enamored with startups and I thought they were the coolest thing ever. So, at one point, I basically joined the smallest startup I could find. It was a startup called Metamarkets, which actually doesn't exist anymore, it was ultimately acquired by Snapchat a couple years ago. But, I was one of the first employees there. And what we were trying to do at the time, was we were trying to build an analytics application, a user-facing application where people could slice and dice various types of data. At the time, the data sets we were working with were like online advertising, digital advertising data sets which were very large and complex. And, we really struggled to find a database that could basically power the kind of interactive and user experience that we know we want to provide our end customers. So, what ended up happening was we decided to build our own database and we were a three or five-person shop when we decided to build our own database, and that was Druid. And over time, we saw many other types of companies actually struggle with a similar set of problems, albeit with very different types of use cases and very different types of data sets. And, the Druid community kind of grew and evolved from that. And in my work in engaging with the community, what I saw was a market opportunity and a market gap and that's where Imply formed. >> Let's double click on that. You talked about why you built Druid, the problem you were looking to solve. But, talk to me about the role that Imply has. >> Right. So, Imply is a commercial company. What we do is we build kind of an end-to-end enterprise product around Druid as the core engine. Imply provides deployment, it deploys management, it provides security, and it also provides visualization and monitoring pieces around Druid as a core engine. What we aim to do at Imply is really enable developers to build various types of data applications with only the click of a few buttons and interacting with a simple set of APIs. So, the goal is, if you're a developer, you don't have to think about managing the database yourself, you don't have to think about the operational complexity at the database, but instead, what you do is just work with APIs and build your application. >> So, then what gives Druid its superpower? What makes Druid Druid? >> Yeah, so, Druid, the easiest way to think about it, is it's a really fast calculator and it's a very fast calculator for a whole lot of data. So, when you have a whole lot of data and you want to crunch numbers very, very quickly, Druid is very good at doing that. And, people always ask me this question, which is, what makes Druid special? And I always struggle with it, because it's never just one thing, it's actually layers, upon layers, upon layers of engineering. You start with fundamentals of how you maximally optimize the resources of any hardware. So, how do you maximize storage? How do you maximize compute? And then, there's a lot of optimizations around how do you store the data? How do you access that data in a very fast way once it's stored in order to run computations very quickly? So, unfortunately, there's no silver bullet about Druid, but maybe I can summarize in this way. Druid, it's like a search system, and a data warehouse, and a time series database all mixed together. And, that architecture enables it to be very, very quickly. And unfortunately, if you don't know what some of the components I'm talking about are, it's hard to describe where the secret sauce is (chuckling). >> Sometimes you want to keep that secret sauce secret. Talk to me about the overall data space, as we see these days, every company is a data company or if it's not, it needs to be to be successful. Where does Druid fit in the overall data space? Give us that picture of where it fits. >> Yeah, absolutely. So, it's pretty interesting that you see now in the public markets as well as the private markets, some of the hottest unicorns out there are actually data companies. And, I think what people are are understanding now for the first time, is just how vast and complex the data space is and also how large the market is as well. So for sure, there's many different components and pieces in the data space, and they oftentimes come together to form what's known as a data stack. So, data stack is basically kind of an architecture that has various systems and each of these systems are designed to do a certain set of things very, very well. For example, a company that recently went public is a company called Confluent, which mostly catered towards data transport, so getting data from one place to another. They're built around an open source engine called Apache Kafka. Databricks is another mega unicorn that's going to go public pretty soon. And they're built around an open source project called Spark, which is mainly used for data processing. Where we sit is on the data query side. So, what that means is we're a system in which people can store data and then access that data very, very quickly. And there's other systems that do that, but where our bread and butter is, is we're building some sort of application, where you have end users that are clicking buttons in order to get access to data, we're a platform that enables the best end user experience. We return queries very, very quickly with a consistent SLA, we immediately visualize data as soon as it's made available, and then we can support many, many, many concurrent end users to access the system at the same time. >> So, real time. One of the things I think that we learned during the pandemic, one of the many things is that access to real time data, it's no longer a nice to have, it is table stakes for, as I said, every company, these days is a data company. So with how you describe it, how should people think of Druid versus a data warehouse? >> Yeah. So, that's a great question. And obviously, data warehouses have been around since the 70s. In the B2B space, they're among the largest players that kind of exist in enterprise software. So, it's only natural that when you come up with sort of a new analytics database, that people compare it with what they already know, which is data warehouse. So, a lot of how we think about why we're different than data warehouse goes back to how I answered the previous question, and that we're focused right now, really, on powering different types of data applications. Data applications are UIs in which people are really accessing and getting insights from data by clicking buttons versus writing more complex equal queries. And when you click buttons and you get access to data, what you want in terms of an end user experience, is you want answers to questions to come back almost immediately. So you don't want to click a button and then see a spinning dial that goes on for minute and minutes before an answer comes back. You basically want results to come back immediately. You want that experience no matter what types of queries that you're issuing or how many people are issuing those queries. If you have thousands, if not tens of thousands of people that are trying to access data exact same time, you want to give a consistent user experience like Google, which is one of my favorite products. There're millions of people that use Google, and ask questions and they get their answers back immediately. So we try to provide that same experience, but instead of a generic search engine, what we're doing is we're providing a system that basically answers questions on data and users get a very interactive and fast experience when asking questions. And that's something that I think is very different than what data warehouses are primarily specialized in. Data warehouses are really designed to be systems in which people write very large complex sequel queries that might take minutes or hours sometimes to run. But the experience of using a data warehouse to power and application is not a great one. >> So, I'm just curious, FJ, in the last couple of years, with, as I mentioned before the access to real time data no longer a nice to have, but it's something business critical for so many industries, did you see any industries in particular in the recent years that were really primed candidates for what Druid would can deliver? >> Yeah, that's a great question. And you can imagine that the industries that really heavily rely on fast decision making are the ones that are earliest to adopt technologies like this. So, in the security space, and the observability space, as well as working with networking and various forms of backend kind of metrics data, this system has been very popular and it's been popular because people need to triage (indistinct) as they occur, they need to resolve problems, and they also need immediate visibility, as well as very fast queries on data. Another space is online advertising. Online advertising, nowadays is almost entirely programmatic and digital. So, response times are critical in order to make decisions. And that's where Druid was actually born. It was born for advertising before it kind of went everywhere else. We're seeing it more in fraud protection, fraud prevention as well as fraud diagnostics nowadays. We're seeing it in retail as well, which is pretty interesting. And, the goal, of course, is I believe every industry and every vertical needs the capabilities that we provide. So hopefully, we see a whole lot more use cases in the near future. >> Right, it's absolutely horizontal these days. So, 10-year history, you've got a community of thousands, what's the future of Druid? What do you see when you open the crystal ball and look now down the 12 months, 18 months road? >> Yeah. So, I think as a technologist, your goal as the technologist, at least for me, is to try and create technology that has as much applicability as possible and solves problems for as many people as possible. That's always the way I think about it. So, I want to do good engineering and I want to build good systems. And I think what the hallmark of a really good system is you can solve all different types of problems and condense all these different problems, actually into the same set of models and the same set of principles. And, a thing that makes me most excited about Druid is the many, many different industries that it's found value and the many different use cases it's found value. So, if I were to give 30,000 foot roadmap, that's what we're trying to do with the next generation of Druid. We're actually doing a pretty major engine upgrade right now, and pretty major overhaul the entire system. And the goal of that is to take all the learnings that we've had over the last decade and to create something new that can solve an expanded set of problems that we've heard from the community and from other places as well. >> Excellent. FJ, exciting work that you've done the last 10 years. Congratulations on that. Looking forward to the roadmap that you talked about. Thanks for sharing what Druid is, the Imply connection, and all the different use cases where it applies. We appreciate your insights. >> Appreciate you having me on the show. Thank you very much. >> My pleasure. For FJ Yang, I'm Lisa Martin. You're watching this CUBE Conversation, the leader in live tech enterprise coverage. (bright upbeat music)
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Scott Warren, Capgemini | AWS re:Invent 2021
(bright upbeat music) >> Welcome to theCUBE's continuous coverage of "AWS re:Invent 2021". I'm Dave Nicholson, and here at theCUBE, we're running one of the most important largest events in tech industry history with two live sets right here, live in Las Vegas, along with our two studios. And I'm delighted here in our studio to welcome Scott Warren US AWS practice, vice president for Capgemini. Welcome. >> Thank you. >> Dave: How's the show been going for you so far? >> Very, very good so far. It's great to be back in person. >> So tell me about your role at Capgemini. What you focus on. You're responsible for the relationship with AWS? >> Absolutely. So managing the relationship with AWS and how we partner, and then probably more importantly, kind of how we go to market with the AWS offering for our customers. So kind of understanding what the customer demand is, how we can help accelerate and get them moving faster out to the cloud, and then building that up as well as kind of industry specific offers on how we can accelerate cloud adoption. >> So when you talk about acceleration often in an organization like yours, there is the tug of war between the spoke solution hearing and pre-packaged things that serve to be accelerators. How do you go about balancing those things and tell us about some of the accelerators that you've developed? >> Absolutely. I think it's always kind of going to be a hybrid between the bespoken out of the box solutions. The out of the box solutions are inevitably always going to take some sort of customization or something like that to make them applicable within a customer's environment. But we all know it's very time consuming and expensive to build something completely bespoke from the ground up. So the way we really address that is we've built something at Capgemini we called it the cloud boost library. It is an online get lab library of thousands of code templates, infrastructure as code snippets that solve deploying your infrastructure and provision your infrastructure on the cloud, microservice design for healthcare and financial services and manufacturing and automotive. >> So industry specific? >> Not just specific and cloud in general. And so we bring that to every cloud engagement we work on. It's our real motto around that is we should never be starting on zero, starting from ground zero and anything we push out to AWS and we can always borrow, steal, modify, and change part of that library specific to that customer demand and need, and really speed up the implementation and get them out to AWS faster. >> Can you kind of double click on that? Give us an example of an accelerator inaction. You don't have to necessarily, if you've got a customer name, fantastic, or you can keep it generic. >> Yeah, absolutely. So we work for a big financial services company that's doing kind of an online data dissemination system, so thousands of public API is to disseminate data out to their customers and partners and vendors and things like that. So we were able to use that library to kind of get the framework for every single one of those APIs. A template, a kind of base function for that, and then use that kind of repeatably across those thousands of API. So we never really started from zero and said, provided 70, 80% kind of efficiency gain on that project versus kind of building it from the ground up. >> So with a customer like that, how did the initial engagement start? Was this a preexisting Capgemini relationship? Was this AWS at the table strategizing bringing in Capgemini. How does that work with your relationships with customers? >> So this was an existing customer of ours that we'd been doing application management in their data center for years. And several years ago, they had a kind of a leadership change happened and a new CTO came in and he laid down the edict that they're now a cloud first organization. So of course all his direct reports and managers started asking, what does that really mean? And they came to us as a trusted partner. And so we started walking them through our framework and template of how we bring our customers from ground zero completely in the data center, completely to a cloud first organization. And at that same time, we also began engaging our counterparts at AWS because we want to make sure we're in lockstep with what they're doing at AWS and kind of one consistent message out to our customer and doing the things the way they want them to be done. We want to unlock the funding programs available from AWS to incentivize that customer, to move out to the cloud. And then really having that kind of three legged partnership with us, the customer and AWS, puts them on the right path for success and in faster adoption of the cloud. >> Capgemini didn't just roll out of college a couple of years ago. (laughs) >> Been around a while. Been around a while. >> So you have an interesting perspective because you just mentioned being involved in the management of a customer's environment and IT landscape that is outside the purview of cloud, at least at some stage of the game. How do you turn being a legacy provider of services into a superpower instead of a liability? >> Absolutely. Yeah. >> How do you do that? And the reason why I say that superpower is because you said cap earlier and I thought in America, but it's a serious question. Some would say, well, Capgemini legacy. No, no, no. What's your reply? >> Absolutely. So what we found is the most important thing about a move to the cloud is understanding the entire application portfolio and landscape and the best way to move into the cloud. Some applications that are very prime for lift and shift. We just want to get them out of the data center, into the cloud very quickly. Other ones that are very mission critical on customer facing very important for the future of an organization. Really need to be looked at with a more modern lens in the clouds. How do we modernize this, make it cost effective, and in a long-term asset, that's going to run in the cloud in a PaaS or SaaS based service offering rather than just IaaS. So all of the legacy work under the previous work we've done for our customers, we understand their application and in data center landscape better, they do in most scenarios. So having all of that data allows us to feed that into kind of some of our tooling around assessing applications and figuring out the best migration path or modernization path. So all of that legacy knowledge kind of puts us in the driver's seat for being the best partner to actually help them with that cloud modernization. >> So with your AWS responsibility as part of Capgemini, it's a bit like having a foot on the dock and a foot on the boat? >> Scott: Yep. >> In terms of an individual customer's requirements, obviously Capgemini can continue to manage what we would refer to as legacy infrastructure while helping to modernize and migrate to cloud. What about this sort of combination of the two that represents the future specifically, AWS is support of hybrid cloud technology. The idea of Outposts, is that something that you are involved with? >> Absolutely. We're seeing kind of Outpost adoption trend up recently, actually. So when we see in certain sectors where a lot of kind of work is being done on the edge, a great example is an agriculture company we work for that has field in soil and weather sensors all over the planet. So monitoring the moisture in the soil, the nitrogen levels, the wind air pressure and temperature and humidity. And oftentimes those fields are in very remote disconnected locations. So we're seeing things like Outpost and snowball edge and different services like that become more and more prevalent for those edge use cases where compute can actually be done on the field and decisions can be made by the farmers that are planters in the field like real time. And then when connectivity comes back around, they can actually beam that back to AWS if necessary. The other kind of scenario we see Outposts really being prevalent is in very sensitive data scenarios. So we have customers in federal government work or things like that. There's just some data due to regulatory compliance that cannot be on the public cloud node yet, yet being the key word there. So Outposts becomes really important in those scenarios where the vast majority of the data and the assets go out to AWS, but the very, very sensitive data due to regulatory reasons, we keep in the Outpost can still kind of harness the power of AWS on that. >> You know, that brings up another interesting subject, the difference between where technology actually exists today and where people exist culturally today in terms of their acceptance and adoption of technology. There are absolutely cases where data residency, data governance requires that it be onsite. >> Scott: Absolutely. >> Then again, there are a lot of cases where people are just concerned about not having their arms around the data. So the perception that it isn't as safe in the cloud, as it is in the customer's data center is often a misguided, >> Scott: Very much so. >> Perception. So that's obviously an inhibiting factor to cloud adoption in some way. What are some of the other things that you see that are headwinds? Because it's been talked about widely here 80% or more of IT spend is still what we would think of as on-premises. >> Scott: Data center. Yeah. >> Not cloud. Those lines are being blurred with things like Outpost. I contend that in five years, when we talk about cloud, that's going to be sort of an irrelevant term. >> Yeah. >> It's really like, well, because it doesn't matter where it is. It's all virtualized. >> Compute and storage somewhere. Yeah. >> The headwinds that you're seeing. And again, they can be irrational headwinds or they can be technical bottlenecks. >> Yeah. I think the biggest one is business understanding what the cloud is and them adopting it. I've had a couple meetings that were a new thing for me this week, where I met with the chief marketing officer for one of our customers. So we're meeting with CTO, CIO, VPs, directors in the IT space, but this marketing officer wanted to meet with us. And she was kind of very cloud knowledgeable. She understood IaaS, SaaS, PaaS and the costing models of cloud consumption and some of the services. In her organization is kind of already all in on AWS. And she had seen this happen, this transformation happened on the IT side. And she wanted to know how can I, as the head of my marketing department start to harness the power of the public cloud to drive business outcomes within my area. And that was a really interesting conversation for me and kind of got me thinking that I think the business is going to start understanding, and that the lines between IT and business are going to begin to get blurred a little bit with the power of AWS and other hyperscalers and all the capability that's available to our customers once they get moved out there. >> In today's keynote, Swami talked a lot about data and the data-driven companies, or rather companies that are not data-driven. >> Yep. >> Are going to be left behind. And I thought it was interesting in the survey. He mentioned 9% of companies reported not looking at data at all for their decision-making process. We need a list of those companies so we can short their stocks. (laughs) And we can help them out. (laughs) Or you can help out, or you can help them out. Exactly. I'll refer a half to you, and I'll short the rest. How's that feel? Is that a deal? So within your world of things you do with AWS, with Capgemini on behalf of the customers, what are some of the tip of the spear things that are the most exciting from a buzz perspective and what are sort of the next gen things that you're thinking of? It could be something you literally just heard about announced over the last couple of days. What does the future hold? >> Absolutely. We kind of look at that is what we classify our intelligent industry offering. And so it's really industry specific offers and services that are going to kind of change how specific industries do business. A really good example is we do a lot with the automotive industry. We started working with the OEMs that are kind of producing electric vehicles and autonomous driving vehicles. And we've actually built a framework that lives on top of AWS called connected mobility solutions. So connecting all of the driverless functions of a car back to the mothership or the cloud, the cloud instance. And I think things like that are really kind of tip of the spear where it's, again, out on the edge, not in a data center or in a cloud, but gathering all that data from connected devices in different areas and kind of how we're going to manage that and enable that and make it secure and safe and reliable and things like that. >> Yeah. Yeah. I have direct experience with some of that. I have a car that won't allow me to access all of its self-driving features. I bet I can guess because of the way I drive. (laughs) Yep. The cloud is not all wonderful. It's not all lollipops and rainbows. There is a bit of a downside to it if you're a crazy maniac like myself. So Capgemini, hasn't just been a standalone organization. You've absorbed and merged with all sorts of different organizations. I imagine you have organizations that are specifically focused on AWS in addition to other clouds. >> Scott: Absolutely. I can manage that culturally. >> That's a good question. So three years ago, me as the Capgemini group as a whole entered into a three-year partnership called Project Liberty with AWS. And it was a three-year plan we had targets and numbers on both sides, but it really kind of unified how we were going to do AWS and cloud work across the Capgemini organization, all working under one program towards one common goal, on developing accelerators and solutions and go to market offerings, kind of with one thing in mind to drive that AWS partnership and growth. So that's really been kind of the big driver for us within Capgemini over the past three years, is that what we call Project Liberty internally. And then just recently about a year and a half, maybe two years ago, we acquired one of the world's leading digital engineering firms called Altron. Big presence in Europe, Southeast Asia and North America. And they brought kind of a whole new flavor of how we do cloud when we're talking about digital twin in the cloud, on the factory floor and actually engineering of products and in driverless vehicles and electric vehicles and things like that. So bringing all training and being able to include them in our overall kind of cloud AWS message and bringing their book of offers in has really expanded our offering as well. >> How has talent recruitment and acquisition been for you guys? Are you faced with the same challenges that others are? Which is we need educated people. Give the pitch, so my kids hear it. So they understand. The graduate was plastics, right? That's the future? >> Yeah. >> Cloud services, without Capgemini, all the technology that AWS produces is essentially worthless. If you can't connect it to business value and outcome, and that's what you do. So how has that looked for you? >> Yeah, we hae the same talent challenges as everyone right now. So we're really taking the thought process of let's take people who aren't traditionally in the technology field and begin training them up on the cloud and the different technology areas. >> You do that at Capgemini? >> We do that at Capgemini, yeah. So we're running in conjunction with AWS big boot camps where we bring people in and- >> Who are this people? Not to interrupt, just a few seconds left. What's the profile of somewhere? >> Yeah. So a lot of- >> I want to hear the unconventional ones, not the computer science person who doesn't know cloud. Who are you bringing in on this one? >> New college hires who majored in the non-related IT field completely psychology, social sciences, whatever it may be. But who had the aptitude and then kind of the one to learn cloud in IT. So we bring them in. And then looking in our Capgemini Organization internally at our recruiting organization, our marketing organization, our partnership organization, and some of those people who are early on in their careers and may want to pivot to the technology side. We're starting to ramp them up as well. So it's been a very effective program for us. And I think something we're going to continue to invest in further. >> That's a very satisfying part of what you do to be a part of. >> Absolutely. >> Well, Scott, I got to tell you it's been a great conversation. For the rest of us here at theCUBE our continuous coverage continues here at AWS re:Invent 2021. I'm Dave Nicholson signing off for a moment. But keep it right here theCUBE is your technology hybrid event leader. (upbeat music)
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I'm Dave Nicholson, and here at theCUBE, great to be back in person. the relationship with AWS? So managing the relationship the spoke solution hearing So the way we really address and get them out to AWS faster. You don't have to necessarily, it from the ground up. how did the initial engagement start? and in faster adoption of the cloud. a couple of years ago. Been around a while. that is outside the purview of cloud, Yeah. And the reason why I say that superpower So all of the legacy work that represents the future that cannot be on the and adoption of technology. So the perception that it What are some of the Yeah. I contend that in five years, It's really like, well, Compute and storage somewhere. The headwinds that you're seeing. and that the lines between IT and business and the data-driven companies, that are the most exciting So connecting all of the of the way I drive. I can manage that culturally. of the big driver for us That's the future? and that's what you do. in the technology field We do that at Capgemini, yeah. What's the profile of somewhere? not the computer science in the non-related IT field completely to be a part of. For the rest of us here at theCUBE
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Chris Wiborg, Cohesity | AWS re:Invent 2021
>> We're back at AWS reinvent 2021. You're watching theCUBE. We're here live with one of the first live events, very few live events this year. It's the biggest hybrid event really of the year, of the season. Hopefully it portends a great future. We don't know it's a lot of uncertainty, but AWS said they're going to go for it. Close to 30,000 people here, Chris Wiborg is here. He's the VP of product marketing at Cohesity. Chris, great to see you face to face man. >> It's great to see you live again Dave. You understand that. >> Over the last couple of years we've had a lot of virtual meetup, hang out, and we talk every other quarter. >> Yeah. >> So it's great to see. Wow. You know, we were talking before the show. Well, we didn't really know what it was going to be like. I don't think AWS knew. >> No. >> It's like everything these days. >> You know, we did our own virtual event back in October because that was the time. And this is the first thing we've been back to live. And I was wondering, what's going to be like when I show up, but it's great to see all the folks that are here. >> Yeah. So I could see the booth. You know, you guys have had some good traffic. >> We have, yeah. >> A lot of customers here, obviously huge ecosystem. This, you know, the "flywheel keeps going". >> Yeah. You and I had a conversation recently about data management. It's something that you guys have put a stake in the ground. >> Absolutely. >> Saying, you know, we're not just backup, we're a good data management. It's fuzzy to a lot of people, we've had that conversation, but you're really starting to, through customer feedback, hone that message and the product portfolio. So let's start from the beginning. What is data management to cohesity? >> Well, so for us it's about the data lifecycle, right? And you heard a little bit about this actually during the keynote today, right? >> Right. >> When you think about the various services, you need to apply to data along the way to do basic things like protect it, be able to make sure you can recover from disasters, obviously deal with security today given the prevalence of ransomware out there, all the way down to at the end, how do you get more value out of it? And we do that in some cases with our friends from AWS using some of their AIML services. >> So your view of data may mean, it's kind of stops at the database right underneath. There's an adjacency to security that we've talked about. >> Yeah, very much. >> Data protection is now becoming an increasingly important component of a security strategy. >> It is. >> It's not a direct security play, but it's just the same way that it's not just the SecOps team has to worry about security anymore. It's kind of other parts of the organization. Talk about that a little bit. >> Yeah, well, we actually had a customer advisory board about two months or so ago now. And we talked to many of our customers there, and one of them I won't name, a large financial institution. We asked them, you know, where did we stand in your spend these days? And he's able to tell you, a while back about a year ago, having new backup and recovery is a starting point was kind of on the wishlist. And he said today it's number two. And I said, well why? He said well, because of ransomware, right? You'd be able to come back from that and ask, well, great, what's number one? He said, well, endpoint security. So there you are, number one and number two, right? Top of mind for customers these days in dealing with really the scourge that's affecting so many organizations out there. And I think where you're going, you starting to see these teams work together in a way that perhaps they hadn't before, or you've got the SecOps team, you've got the IT operations team. And while exactly your point, we don't position ourselves as just a data security company, that's part of what we do. We are part of that strategy now where if you have to think about the various stages and dealing with that, defending your backups, 'cause that's often the first point of attack now for the bad guys. Being able to detect what's going on through AI and the anomaly detection and such, and then being able to rapidly recover, right? In the recover phase, that's not something that security guys spend time on necessarily, but it's important for the business to be able to bring themselves back when they're subject to an attack, and that's where we come in in spades. >> Yeah. So the security guys are busy trying to figure out, okay, what happened? How do we stop it from happening again? >> There's another business angle which is okay, how do we get back up and running? How much data did we lose? Ideally none. How fast can we get it back up? That's that's another vector that's now becoming part of that broader security stack. >> That's right. I mean, I think if you look at the traditional NIST cybersecurity framework, right? Stage five has always been the recover piece. And so this is where we're working with some of the players in the security space. You may see an announcement we did with Cisco around secure access recently. Where, you know, we're working together, not only to unite two tribes within large organizations. Right? The SecOps and ITOps guys. But then bringing vendors together because it's through that, that really, we think we're going to solve that problem best. >> Before we get into the portfolio, and I want to talk about how you've evolved that, let's talk a little about ransomware, it's in the news. You know, I just wrote a piece recently and just covered some of the payments that have made. I mean, I think the biggest is 40 million, but many tens of millions here and there. And it was, you know, one case, I think it was the Irish health service did not pay, thus far hasn't paid, but it's costing him $600 million to recover as the estimate. So this is serious threat. And as I've said, many times on theCUBE, exactly anybody can be a ransomware as they go on the dark web. >> Ransomware is a service. >> Right, ransomware is a service. Hey, can you set up a help desk for me to help me negotiate? And I'm going to put a stick into a server and you know, I hope that individual gets arrested but you never know. Okay. So now it's top of mind, what are you guys doing? First of all, what are you seeing from customers? How are they responding? What are you guys doing to help? >> Well, I think you're right. First of all, it's just a huge problem. I think the latest stat I saw was something like every 11 seconds there's a new attack because I can go into your point with a credit card, sign up as a service and then launch an attack. And the average payment is around 4.2 million or such, but there's some that are obviously lots bigger. And I think what's challenging is beyond the costs of recovering and invent itself is there's also the issue around brand and reputation, and customer service. And all these downstream effects that I think, you know, the IT guys don't think about necessarily. We talked to one customer or a regional hospital where the gentleman there told me that what he's starting to see after the fact is now, you've actually got class action suits from patients coming after them saying like, "Hey you, you let my data get stolen. Right? Can you imagine no IT guys thinking about that. So the cost is huge. And so it's not just an issue I think that was once upon a time just for ITOps or SecOps through the CIO, even it's even past the board level now if you can imagine. It's something the general public worries about and we actually did a survey recently where we asked people on the consumer side, are you more or less likely to do business with companies if you know they've been subject to ransomware or attacks? And they said, no, we are concerned about that, we are more reticent to do business with people as consumers if they're not doing the right things to defend their business against ransomware. Fascinating. Right? It's long past the tipping point where this is an IT only issue. >> So, high-level strategy. So we talk about things like air gaps, when I talked about your service to ensure immutability, >> Yeah, yeah. >> And at 50,000 foot level, what's the strategy then I want to get into specifics on it. >> Let's talk a little bit about, so the evolution of the attack, nature of attacks, right? So once upon a time, this is in the distant past now, the bad guys that you used to come after your production data, right? And so that was pretty easy to fix with companies like us. It's just restore from backup. They got a little smarter< let's call that ransomware 2.0, right? Where now, they say, let's go after the backup first and encrypt or destroy that. And so there, to your point, you need immutability down to the file system level. So you can't destroy the backup. You got to defend the backup data itself. And increasingly we're seeing people take in isolation in a different way than they used to. So you probably recall the sort of standard three, two, one rule, right? >> Yeah, sure. >> Where the one traditionally meant, take that data offsite on magnetic tape, send it to Iron mountain for example, and then get the data back when I need it. Well, you know, if your business is at risk, trying to recover from tape, it just takes too long. That's just no reason. >> It can be weeks. >> It can be weeks and you've got to locate the tapes, you got to ship them, then you got to do the restore. And just because of the physical media nature, it takes a while. So what we're starting to see now is people figuring out how to use the cloud as a way to do that and be able to have effectively that one copy stored offsite in a different media, and use the cloud for that. And so one of the things we announced actually back in our show in October, was a new service that allows you to do just that. We're calling it for now Project Fort Knox. We're not sure if that name is going to work globally, right? But the idea is a bunker, an isolated copy of the data in the cloud that's there, that can restore quickly. Now, is it as fast as having a local replica copy? Of course not. But, it's way better than tape. And this is a way to really give you that sort of extra layer of insurance on top of what you're already doing probably to protect your data. >> And I think that's the way to think of it. It's an extra layer. It's not like, hey, do this instead of tape, you're still going to do tape, you know. >> There's some that do that for all sorts of reasons, including compliance and governance and regulatory ones. Right? >> Yeah. >> And, you know, even disaster recovery scenarios of the worst case, I hope I never have to go through it. Yeah, you could go to the cloud. >> That's right. >> So, local copy is the best. If that's not there, you've got your air gap copy in the cloud. >> Yap. >> If that's not there for some crazy reason. >> We have a whole matrix we've been sharing with our customers recently with a different options. Right? And it's actually really interesting the conversation that occurs between the IT operations folks, and the SecOps folks back to that. So, you know, some SecOps folks, if they could, they just unplug everything from the network, it's safe. Right? But they can't really do business that way. So it's always a balance of what's the return that you need to meet. And by return I mean, coming back from an attack or disaster versus the security. And so again, think of this as an extra layer that gives you that ability to sleep better at night knowing that you've got a third, a tertiary copy, stored somewhere offsite in a different media, but you can bring it back at the same time. >> How have you evolve your portfolio to deal with both the data management trends that we've talked about and the cyber threats. >> Yeah. Well, a number of things. So amongst the other announcements we made back in October is DR. So DR is not a security thing per se, you know, who gets paged when something goes wrong? It's not the info SEC guys for DR, it's the ITOps guys. And so we've always had that capability, but one of the things we announced is be able to do that to do that to the cloud now in AWS. So, instead of site to site, being able to do it site to cloud, and for some organizations, that is all about being able to maybe eliminate a secondary site, you know, smaller organizations, others that are larger enterprises, they probably have a hybrid strategy where that's a part of their strategy now. And the value there is, it's an OpEx cost, right? It's not CapEx anymore. And so again, you lower your cost of operations. So that's one thing in the data management side. On the security side, another thing we announced was yet another service that runs in AWS, we call Cohesity Data Govern. And this is a way to take a look at your data before something ever occurs. One of the key things in dealing with ransomware is hygiene is prevention, right? And so you sort of have classically security folks that are trying to protect your data, and then another set of folks, certainly a large enterprise that are more on the compliance regulatory front, wanting to know where your PII is, your private sensitive data. And we believe those things need to come together. So this data governance product actually does that. It takes a look at first classifying your data, and then being able to detect anomalies in terms of who's coming in from where to get to it, to help you proactively understand what's at threat, and first of all, you know, where your crown jewels really are and make sure that you're protecting those appropriately and maybe modifying access policies If you have set up in your existing native applications,. So it's a little bit of awareness, a little bit prevention, and then when things start to go wrong, another layer that helps you know what's wrong. >> I love that the other side of the coin, I mean, you going to get privacy as a service along with my data protection as a service, know that's a better model. Tight on time sir, but the last question. >> Sure. >> The ecosystem. >> Yeah. >> So you mentioned endpoint security, I know identity access is cloud security, and since the remote work has really escalated, we talk about the ecosystem and some of the partnerships that you're enabling, API integration. >> Yeah, totally. So, you know, we have this, what we call our threat defense model, has got four layers to it. One is the core, is all about resiliency. You need to assume failure. We have, you know, the ability to fail over, fail back down our file system. It has to be immutable to keep the bad guys out. You have to have encryption, basic things like that. The next layer, particularly in this world of zero trust. Right? Is you have to have various layers access control, obvious things like multifactor authentication, role-based access control, as well as things like quorum features. It's the two keys in the safety deposit box to unlock it. But that's not enough. The third layer is AI powered anomaly detection, and being able to do data classification and stuff and such. But then the fourth layer, and this was beyond just us, is the ability to easily integrate in that ecosystem. Right? So I'll go back to the Cisco example I gave you before. We know that despite having our own admin console, there's no SecOps person that's going to be looking at that. They're going to look at something like a SecureAX, or maybe a Palo Alto XR, and be able to pull signals from different places including endpoints, including firewall. >> You going to feed that. >> Exactly. So we'll send signals over that, they can get a better view and then because we're all API based, they can actually invoke the remedy on their side and initiate the workflow that then triggers us to do the right thing from a data protection standpoint, and recovery standpoint. >> It's great to have you here. Thanks so much for coming on. >> It's good to see you again live today. >> See you in the evolution of cohesity. Yes, absolutely. Hopefully we do this a lot in 2022, Chris. >> Absolutely, looking forward to. >> All right. Me too. All right, thank you for watching this is theCUBE's coverage, AWS reinvent. We are the leader in high tech coverage, we'll be right back.
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Chris, great to see you face to face man. It's great to see you live again Dave. Over the last couple of years So it's great to see. but it's great to see all So I could see the booth. This, you know, the It's something that you guys So let's start from the beginning. be able to make sure you it's kind of stops at the component of a security strategy. but it's just the same way and then being able to So the security guys are that broader security stack. I mean, I think if you look at And it was, you know, one case, And I'm going to put a stick And the average payment is service to ensure immutability, to get into specifics on it. the bad guys that you used to come Well, you know, if your And so one of the things we announced the way to think of it. There's some that do that of the worst case, I hope I So, local copy is the best. If that's not there and the SecOps folks back to that. and the cyber threats. and first of all, you know, I love that the other side of the coin, and some of the partnerships is the ability to easily and initiate the workflow It's great to have you here. See you in the evolution of cohesity. We are the leader in high tech coverage,
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Rob Lee, CTO, Pure Storage
(bright music) (logo whooshing) >> Welcome everyone to theCUBEs continuing coverage of AWS 2021. I'm your host, Lisa Martin. We are excited to be running one of the industry's most important and largest hybrid tech events of the year with AWS and its ecosystem partners. We have two live sets, two remote studios, we've got over a hundred guests on the program, and we're going to be talking about the next decade of cloud innovation. We are pleased to welcome back one of our alumni to the program, Rob Lee, the CTO of Pure Storage. Rob, thank you so much for joining us today. >> Good to see you again, Lisa, and thanks for having me. >> Likewise and I was stalking you on LinkedIn. Looks like you've got a promotion since I last saw you. Congratulations >> Thank you. >> on your appointment as a CTO. >> No, thank you very much. Very excited to be taking the reins and for all the great stuff that's ahead of us. >> Lot of great stuff, I'm sure. I also saw that once again, Pure has been named a leader in several gartner magic quadrants for primary storage, for distributed file storage, and object storage. Lots of great things continuing to go on from the orange side. Let's talk about hybrid. I've seen so much transformation and acceleration in the last 20 plus months, but I'd love to see what you guys are seeing with respect to your customers and their hybrid cloud strategies. What problems are they in this dynamic day and age are they looking to solve? >> Yeah, absolutely. I think, all in all, I think, you know, customers are definitely maturing in their understanding and approach to all things around cloud. And I think when it comes to their approach towards hybrid cloud, one of the things that we're seeing is that customers are really, you know, focusing extra hard and just trying to make sure that they're making the best use of all their IT tools. And what that means is, you know, not just looking at hybrid cloud as a way to connect from on-prem to the cloud, but really being able to make use of and make the most use out of each, you know, each of the services and capabilities of the environments that they're operating in. And so a lot of times that means, you know, commonality in how they're operating, whether it's on-premise or in cloud, it means the flexibility that that commonality allows them in terms of planning and optionality to move parts of their application or environments between premise and cloud. You know, and I think overall, you know, we look at this as, you know, really a couple specific forces that customers are looking for. One is, you know, I think they're looking for ways to bring a lot more of the operating model and what they're used to in the cloud, into their own data center. And at the same time, they're looking to be able to bridge more of how they operate the applications they're powering and running in their own data centers today and be able to bridge and bring those into the cloud environments. And then lastly, I'd say that, you know, as customers, I think, you know, today are kind of one foot in their more traditional application environments and the other foot largely planted in developing and building some of their newer applications built on cloud native technologies and architectures driven by containers and Kubernetes, you know, a big focus area for customers, whether it's on-prem or in cloud or increasingly hybrid is, you know, supporting and enabling those cloud native application development projects. And that's certainly an area that you've seen Pure focus in as well. And so I think it's really those three things. One is customers looking for ways to bring more of the cloud model into their data center, two is being able to bring more of what they're running in their data center into the cloud today, and then three is building their new stuff and increasingly planning to run that across multiple environments, prem, cloud, and across clouds. >> So, Rob, talk to me about where Pure fits in the hybrid cloud landscape that your customers are facing in this interesting time we're living in. >> Yeah, absolutely. You know, we're really focused on meeting customer's needs in all three of the areas that I just articulated and so this starts with bringing more of the cloud operating model into customers' data centers. And, you know, we start by focusing on, you know, automation, simplicity of management, delivering infrastructure as code, a lot of the attributes that customers are used to in a cloud environment. In many ways, as you know, this is a natural evolution of where Pure has been all along. We started by bringing a lot of the consumer-like simplicity into our products and enterprise data centers. And now, we're just kind of expanding that to bring more of the cloud simplicity in. You know, we're also, this is an area where we're working with our public cloud partners such as AWS in embracing their management models. And so you saw, you know, you saw us do this as a storage launch partner for AWS Outposts and that activity is certainly continuing on. So customers that are looking for cloud-like management, whether they want to build that themselves and customize it to their needs or whether they want to simply use cloud providers management plans and extend those onto their premise, have both options to do that. You know, we're also, as you know, very committed to helping customers be able to move or bridge their traditional applications from their data center into the public cloud environments through products like Cloud Block Store. This is an area where we've helped numerous customers, you know, take the existing applications and more importantly, the processes and how the environments are set up and run that they're used to running in their data center production environments bridge those now into public cloud environments. And whether that's in AWS or in Microsoft Azure as well. And then thirdly with Portworx, right? This is where, you know, we're really focused on helping customers, not just by providing them with the infrastructure they need to build their containerized cloud native applications on, but then also marrying with that infrastructure, that storage infrastructure, the data flow operations such as backup, TR, migration that go along with that storage infrastructure, as well as now application management capabilities, which we recently announced during our launch event in September with Portworx Data Services. So really a lot of activities going on across the board, but I would say definitely focused on those three key areas that we see customers really looking to crack as they, I would say balance the cloud environments and their data center environments in this hybrid world. >> And I'm curious what you're saying, you know, the focus being on data. >> Customers, you know, definitely recognize the data is their lifeblood is kind of, you know, contains a lot of the, you know, the value that they're looking to extract, whether it's in a competitive advantage, whether it's in better understanding their customers, you know, and or whether it's in product development, faster time to market. I think that, you know, we're definitely seeing more of an elevated realization and appreciation for not just how valuable that it is, but, you know, how much gravity it holds, right? You know, customers that are realizing, "Hey, if I'm collecting all this data in my on-prem location, maybe it's not quite that feasible or sensible to ship all that data into a public cloud environment to process. Maybe I need to kind of look at how I build my hybrid strategy around data being generated here, services living over here, and how do I bridge those two, you know, two locations." I think you add on top of that, you know, newer, I would say realization of security and data governance, data privacy concerns. And that certainly has customers, I think, you know, thinking a lot more intently about, you know, their data management, not just their data collection and data processing and analysis strategy, but their overall data managements, governance, and security strategies. >> Yeah, we've talked a lot about security in this interesting time that we're living in. The threat landscape has changed massively. Ransomware is a household word and it's a matter of when versus if. As customers are looking at these challenges that they're combating, how are you helping them address those data security concerns as they know that, you know, we've got this work from anywhere that's hybrid work environment, that's going to process for probably some time, but that security and ensuring that the data that's driving the revenue chain is secure and accessible, but protected no matter where it is? >> Yeah, absolutely. And I think you said it best when you said it's a matter of when, not if, right? And I think, you know, we're really focused on helping customers plan for and have, you know, plan for it and have a very quick reaction remediation strategy, right? So, you know, customers that I would say historically have focused on perimeter security have focused on preventing an attack, and that's great, and you need to do that, but you also need to plan for, hey, if something happens where, you know, as we just said, when something happens, what is your strategy for remediating that, what is your strategy for getting back online very quickly? And so this is an area where, you know, we've helped countless customers, you know, form robust strategies for, you know, true disaster recovery from a security or ransomware since. We do this by through our safe mode features, which are available across all of our products. And, you know, quite simply, this is our capability to take read-only snapshots and then couple them with a heightened level of security that effectively locks these snapshots down and takes the control of the snapshots away from not just customer admins, but potential ransomware or malware, right? You know, if you look at the most recent ransomware attacks that have hit the industry, they've gotten more and more sophisticated where the first action, a lot of these ransomware pieces of software taking are going after the backups. They go after the backups first and they take down the production environment. Well, we stopped that chain or in the security world what's called the kill chain, we stopped that chain right at the first step by protecting those backups in a way that, you know, no customer admin, whether it's a true admin, a malicious admin, or a piece of software, a malware that's acting as an admin, has the ability to remove that backup. And, you know, that's a capability that's actually become one of our most popular and most quickly adopted features across the portfolio. >> That's key. I saw that. I was reading some reports recently about the focus of ransomware on backups and the fact that you talked about it, it's becoming more sophisticated. It's also becoming more personal. So as data volumes continue to grow and companies continue to depend on data as competitive advantage differentiators and, of course, a source of driving revenue, ensuring that the backups are protected, and the ability to recover quickly is there is that is table stakes, I imagine for any organization, regardless of industry. >> Absolutely, and I think, you know, I think overall, if we look at just the state of data protection, whether it's protecting against security threats or whether it's protecting against, you know, infrastructure failures or whatnot, I would say that the state of data protection has evolved considerably over the last five years, right? You go back 5, 10 years and people are really fixated on, "Hey, how quickly can I back here? How quickly can I back this environment up, and how can I do it in a most cost-effective manner?" Now people are much more focused on, "Hey, when something goes wrong, whether it's a ransomware attack, whether it's a hurricane that takes out a data center, I don't really care what it is." When something goes wrong, how quickly can I get back online because chances are, you know, every customer now is running an online service, right? Chances are, you've got customers waiting for you. You've got SLAs, you've got transactions that can't complete if you don't get this environment back up. And we've seen this, you know, throughout the industry over the last couple of years. And so, you know, I think that maturing understanding of what true data protection is is something that has A, driven, you know, a new approach from customers to and a new focus on this area of their infrastructure. And B I think it is also, you know, found a new place for, you know, performance and reliability, but really all of it, the properties of, you know, Pures products in this space. >> Last question, Rob, for you, give me an example, you can just mention it by industry or even by use case of a joint AWS Pure customer where you're really helping them create a very successful enterprise-grade hybrid cloud environment? >> Yeah, no, absolutely. You know, so we've got countless customers that, you know, I could point to. You know, I think one that I would or one space that we're particularly successful in that I would highlight are, you know, SAS companies, right? So companies that are, you know, are building modern SAS applications. And in one particular example I can think of is, you know, a gaming platform, right? So this is a company that is building out a scale-out environment, you know, is a very rapidly growing startup. And certainly is looking to AWS, looking to the public cloud environments, you know, as a great place to scale. But at the same time, you know, needs more capabilities than, you know, are available in the container storage for, you know, infrastructure that was available in the public cloud environment. They need more capabilities to be able to offer this global service. They need more capabilities to, you know, really provide the 24 by 7 by 365 around the world service that they have, especially dealing with high load bursts in different GEOS and just a very, very dynamic global environment. And so this is an area where, you know, we've been able to, you know, help the customer with Portworx. Be able to provide these capabilities by augmenting that AWS or the cloud environment is able to offer, you know, with the storage level replication and high availability and all of the enterprise capabilities, autoscaling, performance management, all the capabilities that they need to be able to bridge the service across multiple regions, multiple environments, and, you know, potentially over time, you know, on-premise data center locations as well. So that's just one of many examples, you know, but I think that's a great example where, you know, as customers are starting out, the public cloud is a great place to kind of get started. But then as you scale, whether it's because of bursty load, whether it's because of a data volume, whether it's because of compute volume and capacity, you know, customers are looking for either more capabilities, you know, more connectivity to other sites, potentially other cloud environments or data center environments. And that's where a more environment or cloud agnostic infrastructure layer such as Portworx is able to provide comes in very handy. >> Got it. Rob, thanks so much for joining me on the program today at re:Invent, talking about the Pure AWS relationship, what's going on there and how you're helping customers navigate, and then a very fast-paced, accelerating hybrid world. We appreciate you coming back on the program. >> Great, thanks for having me. Good to see you again. >> Likewise. Good to see you too. Per Rob Lee, I'm Lisa Martin. You're watching theCUBES continuous coverage of AWS re:Invent 2021. (calm music)
SUMMARY :
and largest hybrid tech events of the year Good to see you again, Lisa, stalking you on LinkedIn. on your appointment and for all the great but I'd love to see what you is that customers are really, you know, in the hybrid cloud You know, we're also, as you know, the focus being on data. of that, you know, newer, you know, we've got And so this is an area where, you know, and the fact that you talked about it, is something that has A, driven, you know, But at the same time, you know, We appreciate you coming me. Good to see you again. Good to see you too.
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Ravi Mayuram, Couchbase | Couchbase ConnectONLINE 2021
>>Welcome back to the cubes coverage of Couchbase connect online, where the theme of the event is, or is modernized now. Yes, let's talk about that. And with me is Ravi, who's the senior vice president of engineering and the CTO at Couchbase Ravi. Welcome. Great to see you. >>Thank you so much. I'm so glad to be here with you. >>I asked you what the new requirements are around modern applications. I've seen some, you know, some of your comments, you gotta be flexible, distributed, multimodal, mobile edge. It, that those are all the very cool sort of buzz words, smart applications. What does that all mean? And how do you put that into a product and make it real? >>Yeah, I think what has basically happened is that, uh, so far, uh, it's been a transition of sorts. And now we are come to a point where, uh, the tipping point and the tipping point has been, uh, uh, more because of COVID and there COVID has pushed us to a world where we are living, uh, in a sort of, uh, occasionally connected manner where our digital, uh, interactions, precede our physical interactions in one sense. So it's a world where we do a lot more stuff that's less than, uh, in a digital manner, as opposed to sort of making a more specific human contact that has really been the, uh, sort of accelerant to this modernized. Now, as a team in this process, what has happened is that so far all the databases and all the data infrastructure that we have built historically, are all very centralized. >>They're all sitting behind. Uh, they used to be in mainframes from where they came to like your own data centers, where we used to run hundreds of servers to where they're going now, which is the computing marvelous change to consumption-based computing, which is all cloud oriented now. And so, uh, but they are all centralized still. Uh, but where our engagement happens with the data is, uh, at the edge, uh, at your point of convenience at your point of consumption, not where the data is actually sitting. So this has led to, uh, you know, all those buzzwords, as you said, which is like, oh, well we need a distributed data infrastructure, where is the edge? Uh, but it just basically comes down to the fact that the data needs to be where you are engaging with it. And that means if you are doing it on your mobile phone, or if you are sitting, uh, doing something in your body or traveling, or whether you are in a subway, whether you're in a plane or a ship, wherever the data needs to come to you, uh, and be available as opposed to every time you going to the data, which is centrally sitting in some place. >>And that is the fundamental shift in terms of how the modern architecture needs to think, uh, when they, when it comes to digital transformation and, uh, transitioning their old applications to, uh, the, the modern infrastructure, because that's, what's going to define your customer experiences and your personalized experiences. Uh, otherwise people are basically waiting for that circle of death that we all know, uh, and blaming the networks and other pieces. The problem is actually, the data is not where you are engaging with. It has got to be fetched, you know, seven seas away. Um, and that is the problem that we are basically solving in this modern modernization of that data, data infrastructure. >>I love this conversation and I love the fact that there's a technical person that can kind of educate us on, on this, because date data by its very nature is distributed. It's always been distributed, but w w but distributed database has always been incredibly challenging, whether it was a global SIS Plex or an eventual consistency of getting recovery for a distributed architecture has been extremely difficult. You know, I hate that this is a terrible term, lots of ways to skin a cat, but, but you've been the visionary behind this notion of optionality, how to solve technical problems in different ways. So how do you solve that, that problem of, of, of, uh, of, uh, of a super rock solid database that can handle, you know, distributed data? Yes. >>So there are two issues that you're a little too over there with Forrest is the optionality piece of it, which is that same data that you have that requires different types of processing on it. It's almost like fractional distillation. It is, uh, like your crude flowing through the system. You start all over from petrol and you can end up with Vaseline and rayon on the other end, but the raw material, that's our data in one sense. So far, we never treated the data that way. That's part of the problem. It has always been very purpose built and cast first problem. And so you just basically have to recast it every time we want to look at the data. The first thing that we have done is make data that fluid. So when you're actually, uh, when you have the data, you can first look at it to perform. >>Let's say a simple operation that we call as a key value store operation. Given my ID, give him a password kind of scenarios, which is like, you know, there are customers of ours who have billions of user IDs in their management. So things get slower. How do you make it fast and easily available? Log-in should not take more than five minutes. Again, this is a, there's a class of problem that we solve that same data. Now, eventually, without you ever having to, uh, sort of do a casting it to a different database, you can now do a solid, uh, acquire. These are classic sequel queries, which is our next magic. We are a no SQL database, but we have a full functional sequel. The sequel has been the language that has talked to data for 40 odd years successfully. Every other database has come and try to implement their own QL query language, but they've all failed only sequel as which stood the test of time of 40 odd years. >>Why? Because there's a solid mathematics behind it. It's called a relational calculus. And what that helps you is, is, uh, basically, uh, look at the data and any common tutorial, uh, any, uh, any which way you look at the data. All it will come, uh, the data in a format that you can consume. That's the guarantee sort of gives you in one sense. And because of that, you can now do some really complex in the database signs, what we call us, predicate logic on top of that. And that gives you the ability to do the classic relational type queries, select star from where Canada stuff, because it's at an English level, it becomes easy to, so the same data, you didn't have to go move it to another database, do your, uh, sort of transformation of the data and all this stuff. Same day that you do this. >>Now, that's where the optionality comes in. Now you can do another piece of logic on top of this, which we call search. This is built on this concept of inverted index and TF IDF, the classic Google in a very simple terms, but Google tokenized search, you can do that in the same data without you ever having to move the data to a different format. And then on top of it, they can do what is known as a eventing or your own custom logic, which we all which we do on a, on programming language called Java script. And finally analytics and analytics is the ability to query the operational data in a different way. I'll talk budding. What was my sales of this widget year over year on December 1st week, that's a very complex question to ask, and it takes a lot of different types of processing. >>So these are different types of that's optionality with different types of processing on the same data without you having to go to five different systems without you having to recast the data in five different ways and find different application logic. So you put them in one place. Now is your second question. Now this has got to be distributed and made available in multiple cloud in your data center, all the way to the edge, which is the operational side of the, uh, the database management system. And that's where the distributed, uh, platform that we have built enables us to get it to where you need the data to be, you know, in a classic way, we call it CDN in the data as in like content delivery networks. So far do static, uh, uh, sort of moving of static content to the edges. Now we can actually dynamically move the data. Now imagine the richness of applications you can develop. >>The first part of the, the answer to my question, are you saying you could do this without skiing with a no schema on, right? And then you can apply those techniques. >>Uh, fantastic question. Yes. That's the brilliance of this database is that so far classically databases have always demanded that you first define a schema before you can write a single byte of data. Couchbase is one of the rare databases. I, for one don't know any other one, but there could be, let's give the benefit of doubt. It's a database which writes data first and then late binds to schema as we call it. It's a schema on read things. So because there is no schema, it is just a on document that is sitting inside. And Jason is the lingua franca of the web, as you very well know by now. So it just Jason that we manage, you can do key lookups of the Jason. You can do full credit capability, like a classic relational database. We even have cost-based optimizers and the other sophisticated pieces of technology behind it. >>You can do searching on it, using the, um, the full textual analysis pipeline. You can do ad hoc wedding on the analytic side, and you can write your own custom logic on it using our eventing capabilities. So that's, that's what it allows because we keep the data in the native form of Jason. It's not a data structure or a data schema imposed by a database. It is how the data is produced. And on top of it, we bring different types of logic, five different types of it's like the philosophy is bringing logic to data as opposed to moving data to logic. This is what we have been doing, uh, in the last 40 years because we developed various, uh, database systems and data processing systems of various points. In time in our history, we had key value stores. We had relational systems, we had search systems, we had analytical systems. >>We had queuing systems, all the systems, if you want to use any one of them, our answer has always been, just move the data to that system. Versus we are saying that do not move the data as we get bigger and bigger and data just moving this data is going to be a humongous problem. If you're going to be moving petabytes of data for this is not one to fly instead, bring the logic to the data. So you can now apply different types of logic to the data. I think that's what, in one sense, the optionality piece of this, >>As you know, there's plenty of schema-less data stores. They're just, they're called data swamps. I mean, that's what they, that's what they became, right? I mean, so this is some, some interesting magic that you're applying here. >>Yes. I mean, the one problem with the data swamps as you call them is that that was a little too open-ended because the data format itself could change. And then you do your, then everything became like a game data casting because it required you to have it in seven schema in one sense at the end of the day, for certain types of processing. So in that where a lot of gaps it's probably flooded, but it not really, uh, how do you say, um, keep to the promise that it actually meant to be? So that's why it was a swamp I need, because it was fundamentally not managing the data. The data was sitting in some file system, and then you are doing something, this is a classic database where the data is managed and you create indexes to manage it, and you create different types of indexes to manage it. You distribute the index, you distribute the data you have, um, like we were discussing, you have acid semantics on top of, and when you, when you put all these things together, uh, it's, it's, it's a tough proposition, but they have solved some really tough problems, which are good computer science stuff, computer science problems that we have to solve to bring this, to bring this, to bear, to bring this to the market. >>So you predicted the trend around multimodal and converged, uh, databases. Um, you kind of led Couchbase through that. I want to, I always ask this question because it's clearly a trend in the industry and it, it definitely makes sense from a simplification standpoint. And, and, and so that I don't have to keep switching databases or the flip side of that though, Ravi. And I wonder if you could give me your opinion on this is kind of the right tool for the right job. So I often say isn't that the Swiss army knife approach, we have a little teeny scissors and a knife. That's not that sharp. How do you respond to that? Uh, >>A great one. Um, my answer is always, I use another analogy to tackle that, but is that, have you ever accused a smartphone of being a Swiss army knife? No. No. Nobody does that because it's actually 40 functions in one is what a smartphone becomes. You never call your iPhone or your Android phone, a Swiss army knife, because here's the reason is that you can use that same device in the full capacity. That's what optionality is. It's not, I'm not, it's not like your good old one where there's a keyboard hiding half the screen, and you can do everything only through the keyboard without touching and stuff like that. That's not the whole devices available to you to do one type of processing when you want it. When you're done with that, it can do another completely different types of processing. Like as in a moment, it could be a Tom, Tom telling you all the directions, the next one, it's your PDA. >>Third one, it's a fantastic phone. Uh, four, it's a beautiful camera, which can do your f-stop management and give you a nice SLR quality picture. Right? So next moment is a video camera. People are shooting movies with this thing in Hollywood, these days for God's sake. So it gives you the full power of what you want to do when you want it. And now, if you just taught that iPhone is a great device or any smartphone is a great device, because you can do five things in one or 50 things in one, and at a certain level, they missed the point because what that device really enabled is not just these five things in one place. It becomes easy to consume and easy to operate. It actually started the app is the economy. That's the brilliance of bringing so many things in one place, because in the morning, you know, I get the alert saying that today you got to leave home at eight 15 for your nine o'clock meeting. >>And the next day it might actually say 8 45 is good enough because it knows where the phone is sitting. The geo position of it. It knows from my calendar where the meeting is actually happening. It can do a traffic calculation because it's got my map and all of the routes. And then it's gone there's notification system, which eventually pops up on my phone to say, Hey, you got to leave at this time. Now five different systems have to come together and they can because the data is in one place without that, you couldn't even do this simple function, uh, in a, in a sort of predictable manner in a, in a, in a manner that's useful to you. So I believe a database which gives you this optionality of doing multiple data processing on the same set of data allows you will allow you to build a class of products, which you are so far been able to struggling to build, because half the time you're running sideline to sideline, just, you know, um, integrating data from one system to the other. >>So I love the analogy with the smartphone. I w I want to, I want to continue it and double click on it. So I use this camera. I used to, you know, my kid had a game. I would bring the, the, the big camera, the 35 millimeter. So I don't use that anymore no way, but my wife does, she still uses the DSLR. So is, is there a similar analogy here? That those, and by the way, the camera, the camera shop in my town went out of business, you know? And so, so, but, but is there, is that a fair, where, in other words, those specialized databases, they say there still is a place for them, but they're getting >>Absolutely, absolutely great analogy and a great extension to the question. That's, that's the contrarian side of it in one sense is that, Hey, if everything can just be done in one, do you have a need for the other things? I mean, you gave a camera example where it is sort of, it's a, it's a slippery slope. Let me give you another one, which is actually less straight to the point better. I've been just because my, I, I listened to half of the music on the iPhone. Doesn't stop me from having my full digital receiver. And, you know, my Harman Kardon speakers at home because they haven't, they produce a kind of sounded immersive experience. This teeny little speaker has never in its lifetime intended to produce, right? It's the convenience. Yes. It's the convenience of convergence that I can put my earphones on and listen to all the great music. >>Yes, it's 90% there or 80% there. It depends on your audio file mess of your, uh, I mean, you don't experience the super specialized ones do not go away. You know, there are, there are places where, uh, the specialized use cases will demand a separate system to exist, but even there that has got to be very closed. Um, how do you say close, binding or late binding? I should be able to stream that song from my phone to that receiver so I can get it from those speakers. You can say that, oh, there's a digital divide between these two things done, and I can only play CDs on that one. That's not how it's going to work going forward. It's going to be, this is the connected world, right? As in, if I'm listening to the song in my car and then step off the car and walk into my living room, that's same songs should continue and play in my living room speakers. Then it's a world because it knows my preference and what I'm doing that all happened only because of this data flowing between all these systems. >>I love, I love that example too. When I was a kid, we used to go to Twitter, et cetera. And we'd to play around with, we take off the big four foot speakers. Those stores are out of business too. Absolutely. Um, now we just plug into Sonos. So that is the debate between relational and non-relational databases over Ravi. >>I believe so. Uh, because I think, uh, what had happened was the relational systems. Uh, I've been where the norm, they rule the roost, if you will, for the last 40 odd years, and then gain this no sequel movement, which was almost as though a rebellion from the relational world, we all inhibited, uh, uh, because we, it was very restrictive. It, it had the schema definition and the schema evolution as we call it, all those things, they were like, they required a committee, they required your DBA and your data architect. And you have to call them just to add one column and stuff like that. And the world had moved on. This was the world of blogs and tweets and, uh, you know, um, mashups and, um, uh, uh, a different generation of digital behavior, digital, native people now, um, who are operating in these and the, the applications, the, the consumer facing applications. >>We are living in this world. And yet the enterprise ones were still living in the, um, in the other, the other side of the divide. So all came this solution to say that we don't need SQL. Actually, the problem was never sequel. No sequel was, you know, best approximation, good marketing name, but from a technologist perspective, the problem was never the query language, no SQL was not the problem, the schema limitations, and the inability for these, the system to scale, the relational systems were built like, uh, airplanes, which is that if, uh, San Francisco Boston, there is a flight route, it's so popular that if you want to add 50 more seats to it, the only way you can do that is to go back to Boeing and ask them to get you a set in from 7 3 7 2 7 7 7, or whatever it is. And they'll stick you with a billion dollar bill on the alarm to somehow pay that by, you know, either flying more people or raising the rates or whatever you have to do. >>These are called vertically scaling systems. So relational systems are vertically scaling. They are expensive. Versus what we have done in this modern world, uh, is make the system how it is only scaling, which is more like the same thing. If it's a train that is going from San Francisco to Boston, you need 50 more people be my guests. I'll add one more coach to it, one more car to it. And the better part of the way we have done this year is that, and we have super specialized on that. This route actually requires three, three dining cars and only 10 sort of sleeper cars or whatever. Then just pick those and attach the next route. You can choose to have ID only one dining car. That's good enough. So the way you scale the plane is also can be customized based on the route along the route, more, more dining capabilities, shorter route, not an abandoned capability. >>You can attach the kind of coaches we call this multi-dimensional scaling. Not only do we scale horizontally, we can scale to different types of workloads by adding different types of coaches to it quite. So that's the beauty of this architecture. Now, why is that important? Is that where we land eventually is the ability to do operational and analytical in the same place. This is another thing which doesn't happen in the past, because you would say that I cannot run this analytical Barre because then my operational workload will suffer. Then my friend, then we'll slow down millions of customers that impacted that problem. We will solve the same data in which you can do analytical buddy, an operational query because they're separated by these cars, right? As in like we, we fence the, the, the resources, so that one doesn't impede the other. So you can, at the same time, have a microsecond 10 million ops per second, happening of a key value or equity. >>And then yet you can run this analytical body, which will take a couple of minutes to run one, not impeding the other. So that's in one sense, sort of the, part of the, um, uh, problems that we have solved here is that relational versus, uh, uh, the no SQL portion of it. These are the kinds of problems we have to solve. We solve those. And then we yet put back the same quality language on top. Y it's like Tesla in one sense, right underneath the surface is where all the stuff that had to be changed had to change, which is like the gasoline, uh, the internal combustion engine, uh, I think gas, uh, you says, these are the issues we really wanted to solve. Um, so solve that, change the engine out, you don't need to change the steering wheel or the gas pedal or the, you know, the battle shifters or whatever else you need, or that are for your shifters. >>Those need to remain in the same place. Otherwise people won't buy it. Otherwise it does not even look like a car to people. So, uh, even when you feed people the most advanced technology, it's got to be accessible to them in the manner that people can consume. Only in software, we forget this first design principle, and we go and say that, well, I got a car here, you got the blue harder to go fast and lean back for, for it to, you know, uh, to apply a break that's, that's how we seem to define, uh, design software. Instead, we should be designing them in a manner that it is easiest for our audience, which is developers to consume. And they've been using SQL for 40 years or 30 years. And so we give them the steering wheel on the, uh, and the gas bottle and the, um, and the gear shifter is by putting cul back on underneath the surface, we have completely solved, uh, the relational, uh, uh, limitations of schema, as well as scalability. >>So in, in, in that way, and by bringing back the classic acid capabilities, which is what relational systems, uh, we accounted on and being able to do that with the sequel programming language, we call it like multi-state SQL transaction. So to say, which is what a classic way all the enterprise software was built by putting that back. Now, I can say that that debate between relational and non-relational is over because this has truly extended the database to solve the problems that the relational systems had to grow up the salt in the modern times, but rather than get, um, sort of pedantic about whether it's, we have no SQL or sequel or new sequel, or, uh, you know, any of that sort of, uh, jargon, oriented debate, uh, this, these are the debates of computer science that they are actually, uh, and they were the solve and they have solved them with, uh, the latest release of $7, which we released a few months ago. >>Right, right. Last July, Ravi, we got to leave it there. I, I love the examples and the analogies. I can't wait to be face to face with you. I want to hang with you at the cocktail party because I've learned so much and really appreciate your time. Thanks for coming to the cube. >>Fantastic. Thanks for the time. And the Aboriginal Dan was, I mean, very insightful questions really appreciate it. Thank you. >>Okay. This is Dave Volante. We're covering Couchbase connect online, keep it right there for more great content on the cube.
SUMMARY :
Welcome back to the cubes coverage of Couchbase connect online, where the theme of the event Thank you so much. And how do you put that into a product and all the data infrastructure that we have built historically, are all very Uh, but it just basically comes down to the fact that the data needs to be where you And that is the fundamental shift in terms of how the modern architecture needs to think, So how do you solve that, of it, which is that same data that you have that requires different give him a password kind of scenarios, which is like, you know, there are customers of ours who have And that gives you the ability to do the classic relational you can do that in the same data without you ever having to move the data to a different format. platform that we have built enables us to get it to where you need the data to be, The first part of the, the answer to my question, are you saying you could So it just Jason that we manage, you can do key lookups of the Jason. You can do ad hoc wedding on the analytic side, and you can write your own custom logic on it using our We had queuing systems, all the systems, if you want to use any one of them, our answer has always been, As you know, there's plenty of schema-less data stores. You distribute the index, you distribute the data you have, um, So I often say isn't that the Swiss army knife approach, we have a little teeny scissors and That's not the whole devices available to you to do one type of processing when you want it. because in the morning, you know, I get the alert saying that today you got to leave home at multiple data processing on the same set of data allows you will allow you to build a class the camera shop in my town went out of business, you know? in one, do you have a need for the other things? Um, how do you say close, binding or late binding? is the debate between relational and non-relational databases over Ravi. And you have to call them just to add one column and stuff like that. to add 50 more seats to it, the only way you can do that is to go back to Boeing and So the way you scale the plane is also can be customized based on So you can, at the same time, so solve that, change the engine out, you don't need to change the steering wheel or the gas pedal or you got the blue harder to go fast and lean back for, for it to, you know, you know, any of that sort of, uh, jargon, oriented debate, I want to hang with you at the cocktail party because I've learned so much And the Aboriginal Dan was, I mean, very insightful questions really appreciate more great content on the cube.
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Rick Echevarria, Intel | Splunk .conf21
>>Well, hi everybody. I'm John Walls here and welcome back to the cubes, continuing coverage and splunk.com 21. And we've talked a lot about data, obviously, um, and a number of partnerships and the point of resources that it's going on in this space. And certainly a very valuable partnership that Splunk has right now is one with Intel. And with me to talk a little bit more about that is Rick Echavarria, who is the vice president of sales and the marketing group at Intel. Rick. Good to see it today. Thanks for joining us on the queue. It's >>Good to see you, John, and thanks for having us. >>You bet. No glad to have you as part of the.com coverage as well. Um, well, first off, let's just for folks at home, uh, who would like to learn more about this relationship, the Splunk Intel partnership, if you would give us that the 30,000 foot picture of it right now, in terms of, of how it began and how it's evolved to the point where it resides today. >>Yeah. Uh, sure. Glad to do that. You know, Splunk is had for many years, uh, position as, as one of the world's best, uh, security information and event management platform. So just like many customers in the cybersecurity space, they're probably trying to retire their technical debt. And, and what are the areas of important focuses to SIM space, right? The SIM segment within cybersecurity. And so the initial engagement between Intel and Splunk started with the information security group at Intel, looking to, again, retire the technical debt, bring next generation SIM technology. And that started, uh, the engagement with Splunk again, to go solve the cybersecurity challenges. One of the things that we quickly learned is that, uh, those flung offers a great platform, you know, from a SIM point of view, as you know, the cyber security segment, the surface area of attack, the number of attacks kids were increased. >>And we quickly realized that this needed to be a collaboration in order for us to be able to work together, to optimize our infrastructure. So it could scale, it could be performance, it could be reliable, uh, to protect Intel's business. And as we started to work with Splunk, we realized, Hey, this is a great opportunity. Intel is benefiting from it. Why don't we start working together and create a reference architecture so that our joint customers also benefit from the collaboration that we have in the cybersecurity space, as we were building the Intel cybersecurity infrastructure platform. So that re that was really the beginning of, uh, of the collaboration around described here and a little bit more, >>Right? So, so you had this, this good working relationship and said, Hey, why don't we get together? Let's get the band together and see what we can do for our car joint clients down the road. Right. So, so what about those benefits that, because you've now you've got this almost as force multiplier right. Of, of Intel's experience. And then what Splunk has been able to do in the data analytics world. Um, what kind of values are being derived, do you think with that partnership? >>Well, obviously we feel much better about our cyber security posture. Um, and, uh, and what's sort of interesting, John, is that we realized that we were what started out as a conversation on SIM. Uh, it really turned out to be an opportunity for us to look at Splunk as a data platform. And, you know, in the technology world, you sometimes hear people talk about the horizontal capabilities. Then the vertical usage is really the security. Uh, the SIM technology. It really became one of several, sorry about the noise in the background. One, uh, became a vertical application. And then we realized that we can apply this platform to some other usages. And in addition to that, you know, when you think about cybersecurity and what we use for SIM that tends to be part of your core systems in it, we started to explore what can we do with what could we do with other data types for other different types of applications. >>And so what we, what we decided to do is we would go explore usages of this data at the edge, uh, of, of the network, and really started to move into much more of that operational technology space. When we realized that Splunk could really, uh, that we could integrate that we can ingest other types of data. And that started a second collaboration around our open Vino technology and our AI capabilities at the edge with the ingestion and the machine learning capabilities of Splunk, so that we can take things like visual data and start creating dashboards for, for example, uh, managing the flow of people, you know, especially in COVID environment. So, uh, and understanding utilization of spaces. So it really started with SIM is moved to the edge. And now we realized that there's a continuum in this data platform that we can build other usages around. >>What was that learning curve like when you went out to the edge, because a lot of people are talking about it, right. And there was a lot of banter about this is where we have to be, but you guys put your money where your mouth was, right? Yeah. You went out, you, you explored that frontier. And, and so what was that like? And, and, and what I guess maybe kind of being early in, uh, what advantage do you think that has given you as that process has matured a little bit? >>Well, it's really interesting John, because what really accelerated our engagement with Splunk in that space was the pandemic. And we had, uh, in 2020 Intel announced the pandemic response technology initiative, where we decided we were going to invest $50 million in accelerating technologies and solutions and partnerships to go solve some of the biggest challenges that depend on them. It was presenting to the world at large. And one of those areas was around companies trying to figure out how to, how to manage spaces, how to manage, you know, the number of people that are in a particular space and social distancing and things of that nature. And, you know, we ended up engaging with Splunk and this collaboration, again, to start looking at visual data, right, integrating that with our open Vino platform and again, their machine learning and algorithms, and start then creating what you would call more operational technology types of application based on visual data. Now these will have other applications that could be used for security usages. It could be used for, again, social distancing, uh, the utilization of acids, but their pandemic and that program that ends the launch is really what became the catalyst for our collaboration with Splunk that allowed us to expand into space. >>Right. And you've done a tremendous amount of work in the healthcare space. I mean, especially in the last year and a half with Penn and the pandemic, um, can you give just a couple of examples of that maybe the variety of uses and the variety of, uh, processes that you've had an influence in, because I think it's pretty impressive. >>Yeah. We, um, there's quite a bit of breadth in the types of solutions we've deployed as part of the pandemic response. John, you can think of some of the, I wouldn't call these things basic things, but you think about telehealth and that improving the telehealth experience all the way to creating privacy aware or sorry, solutions for privacy sensitive usage is where you're doing things like getting multiple institutions to share their data with the right privacy, uh, which, you know, going back to secure and privacy with the right, uh, protections for that data, but being allowed, allowing organization a and organization B partner together use data, create algorithms that both organizations benefit from it. An example of that is, is work we've done around x-ray, uh, and using x-rays to detect COVID on certain populations. So we've gone from those, you know, data protection, algorithm, development, development type of solutions to, to work that we've done in tele-health. So, uh, and, and a lot of other solutions in between, obviously in the high-performance, uh, space we've invested in high-performance computing for, to help the researchers, uh, find cures, uh, for the current pandemic and then looking at future pandemic. So it's been quite a breadth of, uh, uh, of solutions and it's really a Testament also to the breadth of Intel's portfolio and partnerships to be able to, uh, enable so much in such a short amount of time. >>I totally agree, man. Just reading it a little bit about it, about that work, and you talk about the, the breadth of that, the breadth and the depth of that is certainly impressive. So just in general, we'll just put healthcare in this big lump of customers. So what, what do you think the value proposition of your partnership with Splunk is in terms of providing, you know, ultimate value to your customers, because you're dealing with so many different sectors. Um, but if you could just give a summary from your perspective, this is what we do. This is why this power. >>Yeah. Well, customers, uh, talk about transformation. You know, there's a lot of conversation around transformation, right before the pandemic and through and center, but there's a lot of talk about companies wanting to transform and, you know, in order to be able to transform what are the key elements of that is, uh, to be able to capture the right data and then take, turn that data into the right outcomes. And that is something that requires obviously the capabilities and the ability to capture, to ingest, to analyze the data and to do that on an infrastructure that is going to scale with your business, that is going to be reliable. And that is going to be, to give you the flexibility for the types of solutions that you're wanting to apply. And that's really what this blog, uh, collaboration with Intel is going to do. It's, it's just a great example, John, uh, of the strategy that our CEO, pat Gelsinger recently talked about the importance of software to our business. >>This plump collaboration is right in the center of that. They have capabilities in SIM in it observability, uh, in many other areas that his whole world is turning data into, you know, into outcomes into results. But that has to be done on an infrastructure that again, will scale with your business, just like what's the case with Intel and our cybersecurity platform, right? We need to collaborate to make sure that this was going to scale with the demand demands of our business, and that requires close integration of, of hardware and software. The other point that I will make is that the, what started out as a collaboration with between Intel and Splunk, it's also expanding to other partners in the ecosystem. So I like to talk to you a little bit on a work stream that we have ongoing between Intel Splunk, HPE and the Lloyd. >>And why is that important is because, uh, as customers are deploying solutions, they're going to be deploying applications and they're going to have data in multiple environments on premise across multiple clouds. And we have to give, uh, these customers the ability to go gather the data from multiple sources. And that's part of the effort that we're developing with HPE and the Lloyd's will allow people to gather data, perform their analytics, regardless, regardless of their where their data is and be able to deploy the Splunk platform across these multiple environments, whether it's going to be on prem or it's going to be in a pure cloud environment, or it's going to be in a hybrid with multiple clouds, and you're willing to give our customers the most flexibility that we can. And that's where that collaboration with Deloitte and HP is going to come into play. >>Right. And you understand Splunk, right? You will get the workload. I mean, it's, it's totally, there's great familiarity there, which is a great value for that customer base, because you could apply that. So, so, um, obviously you're giving us like multiple thumbs up about the partnership. What excites you the most about going forward? Because as you know, it's all about, you know, where are we going from here? Yes. Now where we've been. So in terms of where you're going together in that partnership, well, what excites you about that? >>Well, first of all, we're excited because it's just a great example of the value that we can deliver to customers when you really understand their pain points and then have the capability to integrate solutions that encompass software and hardware together. So I think that the fact that we've been able to do the work on, on that core SIM space, where we now have a reference architecture that shows how you could really scale and deliver that a Splunk solution for your cybersecurity needs in a, in a scale of one reliable and with high levels of security, of course. And the fact that we then also been able to co-develop fairly quickly solutions for the edge, allows customers now to have that data platform that can scale and can access a lot of different data types from the edge to the cloud. That is really unique. I think it provides a lot of flexibility and it is applicable to a lot of vertical industry segments and a lot of customers >>And be attractive to a lot of customers. That's for sure rec edge of area. We appreciate the time, always a good to see you. And we certainly appreciate your joining us here on the cube to talk about.com for 21. And your relationship with the folks at Splunk. >>Yeah. Thank you, John. >>You bet. Uh, talking about Intel spot, good partnership. Long time, uh, partnership that has great plans going forward, but we continue our coverage here of.com 21. You're watching the cube.
SUMMARY :
And with me to talk a No glad to have you as part of the.com coverage as well. And that started, uh, the engagement with Splunk again, to go solve the really the beginning of, uh, of the collaboration around described here and a little bit more, Um, what kind of values are being derived, do you think with that partnership? And in addition to that, you know, when you think about cybersecurity and managing the flow of people, you know, especially in COVID environment. uh, what advantage do you think that has given you as that process has matured a little bit? to figure out how to, how to manage spaces, how to manage, you know, um, can you give just a couple of examples of that maybe the variety of uses and the to share their data with the right privacy, uh, which, you know, you know, ultimate value to your customers, because you're dealing with so many different sectors. And that is going to be, So I like to talk to you a little bit on a work stream that we have ongoing And that's part of the effort that we're developing with HPE and the Lloyd's will allow people to gather well, what excites you about that? to customers when you really understand their pain points and then have the And be attractive to a lot of customers. uh, partnership that has great plans going forward, but we continue our coverage here of.com 21.
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Stephen Elliot, IDC | AnsibleFest 2021
(bright upbeat music) >> Oh welcome here to theCUBE's coverage, continuing coverage of AnsibleFest 2021. It's a pleasure to have you with us today and also to join us today is Stephen Elliott, who is the Group Vice President of Management Software and DevOps at IDC. Stephen Good to see you today, thanks for being here on theCUBE. >> Hey thanks John, it's great to be here. >> You bet, good no, thank you again for the time. Well let's just jump right in, I know this is right in your sweet spot. You know, talk about IT automation. You've done a lot of research on this, but let's just talk about overall if you will. Give us that 30-foot perspective of what you're seeing in terms of your research, when we talk about IT automation these days, and configuration management. >> Sure, yeah. Yeah I know, I mean, it's been fascinating to watch with COVID the acceleration of the investments in automation across the board. And really our enterprise IT inquiry that we've taken, it really is just fascinating to see. Whether it's network automation, looking at self-service configuration, looking at provisioning, looking at a patch. I mean, you name the manual toil that enterprise IT organizations are, you know, looking to automate, and we're just finding tremendous investment themes across those areas. I think on top of that, there's been a lot of acceleration of this idea of DevOps, of driving automation across development and operations teams, and in certainly realizing that it's really hard to hire great people. And so we're seeing that companies are utilizing automation as a way to drive your career development, training across teams, and then certainly as a way to augment their teams to help these teams scale when they have difficulties hiring more and more staff. >> Yeah well let's take that first one, that last point first here, I think that's a certainly invaluable point, and that we've heard a lot about labor all over in all sectors right about, you know, finding the right talent for the task. So, in terms of this process, IT automation, and you're talking about maybe some companies being so much short handed or trying to fine-tune their labor needs or whatever. Tell me a little bit more about that in terms of automation and how this helps that process rather than hinders it. >> Yeah, you know, it's interesting, sometimes when IT executives talk about automation, they talk about staff replacement. And actually for the lean forward companies, for most companies that make these investments. That's not the case at all. It's actually an augmentation strategy where they realize, look it's really hard to find great talent. We have an opportunity to take the talent we have, apply new skills, look at automation as a way to get existing teams more productive, as well as an opportunity to learn new skills across teams. You know, whether it's development, operations, site reliability engineering, IT ops, et cetera, networking, you know, we're seeing organizations have a much more impact, you know, much more impactful opportunity to do staff development. And so this helps with scale, it also just helps give organizations, you know, the opportunity to move people across teams, particularly if you've decided that there's one type of automation that you want to utilize, one type of configuration language. It makes things very interesting when you have, you know, an operations person who might want to become a site reliability engineer, or, you know, a DevOps team that understands they have to utilize automation, maybe they want to utilize it, you know, a common framework for that. So, we're seeing executives really look at this as, this isn't about staff replacement at all, it's actually quite the opposite. It's about retention, it's about career training and development, it's about, you know, being able to share staff across teams, and then certainly, you know, this whole notion of augmentation and increasing productivity have organizations realize that, you know, with these generally net new models, you know, containers, microservices, public cloud, DevOps, software defined infrastructure, you know, agile, all these different organizational constructs, and types of technology architectures are driving up complexity. So the ability to simplify that through automation, the ability to drive higher returns on investment through automated processes and workflows, you know, it's really striking a chord with executive teams. >> And this is obviously I think just part of this natural trend, right? As the complexity, the networks and operations has increased, finding efficiencies through automation, that's just kind of this natural flow. Has it been pande-- or how has it been pandemic driven to a certain respect then? You touched on that earlier with your first comments, but what have you seen let's say over the past year at how companies have been reacting to that environment into their business operations? >> Yeah, I know it's been interesting from the C-suite down particularly, where CEOs have really started to realize that often their business architecture is in fact their technology architecture. And the pandemic has forced the C-suite to change their customer engagement models more often than not. So many, you know, B2B companies now had to become B2C. And so, you know, many companies had to pull back, or scale back their operations in the case of, you know, hotel, lodging, airlines. Where they really had to realize, wow, you know, we've got to figure out something because, you know, we're not going to fill capacity. So, you had a lot of CEOs and CIOs recognize that their technology architecture in fact can help make these adjustments. And part of that is driving automated, you know, work streams, whether it's through, you know, new digital services, whether it's through, you know, faster provisioning of infrastructure for their DevOps and development application teams, whether it's driving higher levels of system reliability, which as we all know, you know, customers are pretty impatient. So if digital services aren't working, you're going to move on to something else pretty quickly and give, you know, a competitor, you know, revenue opportunity. So, I think a lot of those swim lane, you know, a lot of those tailwinds, I should say, have really struck a chord in the C-suite and has really driven investments that are driving, you know, core modernization, application modernization, customer engagement models, and business models that, you know, were around 24 months ago. We're finding that the focus on reliability of systems, you know, across the applications to involve systems and networks that are, you know, public-private are really, you know, having that transparency. These things are the foundation. You know, you think about building a house, these are foundational capabilities that from an operations perspective, from a development perspective have really helped shape a lot of the thinking and investment themes that the C-suite now, because COVID accelerated a lot of these modernization projects have really driven, you know, positive outcomes for. >> When you talk about impatience, there's also kind of a, I guess, a queasiness you might say, or some anxiety about any kind of change, you know, and as you're talking about these automated processes, and bringing the whole new realm of opportunity at the business. And so also introduces maybe some angst, I would think a little bit, or what are you telling and what do you see in clients? And what kind of advice are you giving them in terms of their IOT automation decisions and about deploying these really massive changes in some respects to how they conduct the business? >> Yeah I know it's a great question, and we get that quite often. What we advise are a couple of starting points. You know first and foremost, most organizations are automating something somewhere. And particularly with DevOps teams, development, SREs, operations, infrastructure platform teams, networking teams. You know, these teams have a lot of opportunity to automate their toil. And so you have to start somewhere. So pick a use case that, you know you can win, you can get great benefits and a high return on that investment. And as you sort of go through that at the team or departmental level, start then to think about what are additional processes, you know, across your peer group. You know, maybe you're a networking you should be talking to operations, maybe an Ops talking to the DevOps teams and development, et cetera. And really start to highlight some additional ways that you can utilize that singular platform and reach across, you know, your peer groups to drive your more integrated, more automated processes. And these are types of use cases that run the gamut. So from a development standpoint, these would be, you know application release, it would look at CICD, you know, pipeline deployments, et cetera. Of course, you know, manual, moving from manual automated testings, or hot button issue. But from an operational perspective, many of those processes interlock, right with provisioning, with security mechanisms and processes. And then of course, you know, the involvement of the network in terms of, you know, configuration, which is a common issue. So things like configuration, provisioning, self-service, you know, the interlock of security mechanisms. A lot of these are pretty common themes regardless of the team, you know, and regardless of the outcome that's, you know, required. So I think first and foremost, start small, but think big. Secondly think about a potential platform play as it relates to automation. The third piece is make sure you get the right peer groups involved and the key stakeholders. You know, this isn't something you just flip the switch and boom, you know, you're successful. This will take a little bit of time and it's impactful in terms of the team, impactful in terms of the processes and of course, you know, the technology. So having a strong leader and, you know, set of key stakeholders who can drive this to fruition, can really, you know, not only get great wins from the business perspective, but also really drive, you know, a continuous improvement model and drive that theme of automation, you know, particularly as it relates to agile and DevOps and site reliability engineering. It can really play an important role in helping scale out those successes that many of those teams are already sort of built. So it's the extension of the investment but at the same time, it just makes for, you know, a continual cycle of improvement opportunities for these teams to drive further automation across their particular processes. >> Well, this is obviously based on a lot of the AnsibleFest coverage, I talked about that off the, on the outset of the interview. And so let's just focus on Red Hat for a little bit here. First off, give me your take, give me your 2 cents on Red Hat in terms of, you know, how they're doing, and obviously some big announcements, you know, port works and then some on the Ansible Platform. So, first off give me a little idea on Red Hat, and then let's drill down to the news they're making on their announcements. >> Sure, yeah it's interesting, you know, Red Hat Ansible is continuously doing very well in the marketplace. Both from an adoption perspective, as well as just, you know, continuing to get more net new logos. In addition to that, you know, post the Red Hat IBM acquisition, IBM continues to take advantage of Ansible across its portfolio. So, you know, we're seeing further reach into the market into accounts that are both IBM and Red Hat related. I think another piece too, we've recently did some work around, you know, business value of Red Hat Ansible Automation Platform. And a lot of those customers really talked to us about this notion of, you know, starting small, but also thinking more broadly across what type of returns they could get from the platform as well as, you know, it's not just about cost reduction, right? It's really about cost containment, it's about acceleration of your pipelines, it's about driving higher levels of system reliability. So, the other thing we found our customers are really recognizing, it's a balance of business and technical metrics that they want to sort of choose to drive and measure their success. But also at the same point, it's a recognition on the part of Red Hat and their product and development teams they'd really listen to a lot of customers, gotten, you know, features in and really started to think about this breadth of how automation can support, not just operations, but development. You know, this idea of autonomous automation, you know, being able to empower different sets of personas or customers to drive, you know, faith and trust in a product to say, hey, we want to automate a particular piece of a process. And we're just going to, you know, build up the policy, inherently use the templates and boom turn it on and, you know, set it and forget it. So that, that's, you know, a coming wave where customers are starting to, you know, work with Red Hat and particularly the Ansible Platform to understand what does that mean? You know, how do we execute that? And then, you know, as we get more comfortable with turning on that more autonomous perspective, you know, how can we then spread that idea out to different teams? So, you know, we're seeing a lot of these themes and as we talk to customers, you know, hearing a lot of good feedback with regards to, you know, Red Hat and IBM taking advantage of the technology, as well as more importantly customers getting, you know, significant value and returns from the platform itself. >> Right, well Stephen, I appreciate the insights. Certainly it's an interesting future awaiting off course the world of IT automation, a lot more intelligence, right? A lot more autonomy, a lot more challenges, but I'm sure Red Hat is very much up to that. And thank you for being with us here today on theCUBE. >> Hey thank you John it great to be here. >> You bet, Stephen Elliot joining us from IDC talking about Red Hat and Ansible and we'll continue with more coverage a little bit later on theCUBE. Thanks for joining this segment with Stephen Elliott. (bright upbeat music)
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It's a pleasure to have you with us today you again for the time. organizations are, you know, right about, you know, and development, it's about, you know, but what have you seen in the case of, you know, kind of change, you know, and of course, you know, the technology. announcements, you know, and as we talk to customers, you know, And thank you for being with and we'll continue with more coverage
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Marc Linster, EDB | Postgres Vision 2021
(upbeat music) >> Narrator: From around the globe, it's theCUBE, with digital coverage of Postgres Vision 2021, brought to you by EDB. >> Well, good day, everybody. John Walls here on theCUBE, and continuing our CUBE conversation as part of Postgres Vision 2021, sponsored by EDB, with EDB Chief Technology Officer, Mr. Mark Linster. Mark, good morning to you. How are you doing today? >> I'm doing very fine, very good, sir. >> Excellent. Excellent. Glad you could join us. And we appreciate the time, chance, to look at what's going on in this world of data, which, as you know, continues to evolve quite rapidly. So let's just take that 30,000-foot perspective here to begin with here, and let's talk about data, and management, and what Postgres is doing in terms of accelerating all these innovative techniques, and solutions, and services that we're seeing these days. >> Yeah, so I think it's really... It's a fantastic confluence of factors that we've seen in Postgres, or are seeing in Postgres today, where Postgres has really, really matured over the last couple of years, where things like high availability, parallel processing, use of very high core counts, et cetera, have come together with the drive towards digital transformation, the enormous amounts of data that businesses are dealing with today, so, and then the third factor's really the embracing of open source, right? I mean, Linux has shown the way, and has shown that this is really, really possible. And now we're seeing Postgres as, I think, the next big open source innovation, after Linux, achieving the same type of transformation. So it's really, it's a maturing, it's an acceptance, and the big drive towards dealing with a lot more data as part of digital transformation. >> You know, part of that acceptance that you talk about is about kind of accepting the fact that you have a legacy system that maybe, if you're not going to completely overhaul, you still have to integrate, right? You've got to compliment and start this kind of migration. So in your perspective, or from your perspective, what kind of progress is Postgres allowing in the mindset of CTOs among your client base, or whatever, that their legacy systems can function in this new environment, that all is not lost, and while there is some, perhaps, catching up to do, or some patching you have to do here and there, that it's not as arduous, or not as complex, as might appear to be on the face. >> Well, I think there's, the maturing of Postgres that has really really opened this up, right? Where we're seeing that Postgres can handle these workloads, right? And at the same time, there's a growing number of success cases where companies across all industries, financial services, insurance, manufacturing, retail are using Postgres. So, so you're no longer, you're no longer the first leader who's taken a higher risk, right? Like, five or 10 years ago, Postgres knowledge was not readily available. So if you want Postgres, it was really hard to find somebody who could support you, right? Or find an employee that you could hire who would be the Postgres expert. That's no longer the case. There's plenty of books about Postgres. There's lots of conferences about Postgres. It's a big meetup topic. So, getting know how and getting acceptance amongst your team to use Postgres has become a lot easier, right? At the same time, over 90% of all enterprises today use open source in one way or the other. Which basically means they have open source policies. They have ways to bring open source into the development stream. So that makes it possible, right? Whereas before it was really hard, you had to have an individual who would be evangelized to go, get open source, et cetera, now open source is something that almost everybody is using. You know, from government to financing services, open sources use all over the place, right? So, so now you have something that really matured, right? There's a lot of references out there and then you have the policies that make it possible, right? You have the success stories and now all the pieces have come together to deal with this onslaught of data, right? And then maybe the last thing that that really plays a big role is the cloud. Postgres runs everywhere, right? I mean, it runs from an Arduino to Amazon. Everywhere. And so, which basically means if you want to drive agile business transformation, you call Postgres because you don't have to decide today where it's going to run. You're not locking into a vendor. You're not locking into a limited support system. You can run this thing anywhere. It'll run on your laptop. It'll run on every cloud in the world. You can have it managed, you can have it hosted. You can add have every flavor you want and there's lots of good Postgres support companies out there. So all of these factors together is really what makes us so interesting, right? >> Kubernetes and this marriage, this complimentary, you know relationship right now with Kubernetes, what has that done? You think in terms of providing additional services or at least providing perhaps a new approach or new philosophies, new concepts in terms of database management? >> Well, it's maybe the most the most surprising thing or surprising from the outside. Probably not from the inside, but you think that that Postgres this now 25 year old, database twenty-five year old open source project would be kind of like completely, you know, incompatible with Kubernetes, with containers. But what really happens is Postgres in containers today is the number one database, after Engine X. It is the number two software that is being deployed in containers. So it's really become the workhorse of the whole microservices transformation, right? A 25 year old software, well, it has a very small footprint. It has a lot of interesting features like GIS, document processing, now graph capabilities, common table expressions all those things that are really like cool for developers. And that's probably what leads it to be the number one database in containers. So it's absolutely compatible with Kubernetes. And the whole transformation towards microservices is is like, you know, there's nothing better out there. It runs everywhere and has the most innovative technologies in it. And that's what we're seeing. Also, you go to the annual stack overflow survey of developers, right? It's been consistently number one or number two most loved and most used database, right? So, so what's amazing is that it's this relatively old technology that is, you know, beating everybody else in this digital transformation and then the adoption by developers. >> Just like old dog new tricks, right? It's still winning, right? >> Yeah, yeah, and, and, you know, the elephant is the symbol and this elephant does dance. >> Still dancing that's right. You know, and this is kind of a loaded question but there are a lot of databases out there, a lot of options, obviously from your perspective, you know, Postgres is winning, right? And, and, and from the size of the marketplace it is certainly leading RA leader. In your opinion, you know, what, what is this confluence of factors that have influenced this, this market position if you will, of Postgres or market acceptance of Postgres? >> It's, I mean, it's the, it's a maturing of the core. As I said before, that the transaction rates et cetera, Postgres can handle, are growing every year and are growing dramatic, right? So that's one thing. And then you have it, that Postgres is really, I think, the most reliable and relational database out there as what is my opinion, I'm biased, I guess. And, and it's, it's super quality code but then you add to that the innovation drive. I mean, it was the first one out there with good JSONB support, right? And now it's brought in JSON Path as as part of the new SQL standard. So now you can address JSON data inside your database and the same way you do it inside your browser. And that's pretty cool for developers. Then you combine that with PostGIS, right, which is, I think the most advanced GIS system out there in database. Now, now you got relations, asset compliant, GIS and document. You may say what's so cool about that. Well, what's cool about it is I can do absolutely reliable asset compliant transactions. I can have a fantastic personalization engine through JSONB, and then all my applications need to know where is the transaction? Where is the next store? How far away I'm a form of the parking spot? Right? So now I got a really really nice recipe to put the applications of the future together. You add onto that movements toward supporting graph and supporting other capabilities inside the database. So now you got, you got capability, you've got reliability and you got fantastic innovation. I mean, there's nothing better out there. >> Let's hit the security angle here, 'cause you talked about the asset test, and certainly, you know, those, that criteria is being met. No question about that, whether it's isolation, durability, consistency, whatever, but, but security, I don't have to tell you what a growing concern this is. It's already paramount, but we're seeing every day write stories about, about intrusions and and invasions, if you will. So in terms of providing that layer of security that everybody's looking for right now, you know, this this ultra impenetrable force, if you will, what in your mind, what's Postgres allowing for, in that respect in terms of security, peace of mind, and maybe a little additional comfort that everybody in your space is looking for these? >> So, so look at, look at security with a database like, like multiple layers, right? There's not just, you don't do security only one place. It's like when you go into a bank branch, right? I mean, they do lock the door, they have a camera, there is a gate in front of the safe, there's a safe door. And inside the safe, there is still, again safety deposit boxes with individual locks. The same applies to Postgres, right? Where let's say we start at the heart of it where we can secure and protect tables and data. We're using access control lists and groups and usernames, et cetera. Right? So that's, that's at the heart of it. But then outside of that, we can encrypt the data when on disk or when it's in transit on disk. Most people use the Linux disc encryption systems but there's also good partners out there, like like more metric or others that we work with, that that provide security on disk. And then you go out from there and then you have the securing of the database itself again through the log-ins and the groups. You go out from there and now you have the securing of the hosts that the database is sitting on. Then you'll look at securing the data on the networks through SSL and certificates, et cetera. So that basically there's a multi-layer security model layer that positions Postgres extremely well. And then maybe the last thing is to say it certainly integrates very well with ELDAP, active directory, Kerberos, all the usual suspects that you would use to secure technology inside the enterprise or in an open network, like where people work from home, et cetera. >> You talked about the history about this 25 year old technology, you know, founded back at Cal Berkeley, you know, probably almost some 30 years ago and certainly has evolved. And, and as you have pointed out now as a very mature technology, what do you see though in terms of growth from here? Like, where does it go from here in the next 18 months, 24 months, what what do you think is that next barrier, that challenge that that you think the technology and this open source community wants to take on? >> Well, I think there's there's the continuous effort of making it faster, right? That always happens, right? Every database wants to be faster do more transactions per second, et cetera. And there's a lot of work that has been done there. I mean, just in the last couple of years, Postgres performance has increased by over 50%. Right? So, so transactions per second and that kind of scalability that is going to continue to be, to be a focus, right? And then the other one is leading the implementation of the SQL standards, right? So there'd be the most advanced database, the most innovative database, because, remember for many years now, Postgres has come up with a new release on an annual basis. Other database vendors are now catching up to that, but Postgres has done that for years. So innovation has always been at the heart of it. So we started with JSONB, Key value pair came even before that, PostGis has been around for a long time, graph extensions are going to be the next thing, ingestion of time series data is going to, is going to happen. So there's going to be an ongoing stream of innovations happening. But one thing that I can say is because Postgres is a pure open source project. There's not a hard roadmap, like where it's going to go but where it's going to go is always driven by what people want to have, right? There is no product management department. There's no, there's no great visionary that says, "Oh, this is where we're going to go." No, no. What's going to happen is what people want to have, right? If companies or contributors want to have a certain feature because they need it, well, that's how it's going to happen. And that's really been at the heart of this since Mike Stonebraker, who's an advisor to EDB today, invented it. And then, you know, the open source project got created. This has always been the movement to only focus on things that people actually want to have because if nobody wants to have it, we're just not going to build it because nobody wants it. Right? So when you asked me for the roadmap I believe it's going to be, you know, faster, obviously, always faster, right? Everybody wants faster. And then there's going to be innovation features like making the document stored even better, graph ingestion of large time series, et cetera. That's really what I believe is going to drive it forward. >> Wow. Yeah, the market has spoken and as you point out the market will continue to speak and, and drive that bus. So Mark, thank you for the time today. We certainly appreciate that. And wish EDB continued success at Postgres vision 2021. And thanks for the time. >> Thanks John, it was a pleasure. >> You bet. Mark Linster, joining us, the CTO at EDB. I'm John Walls, you've been watching theCUBE. (upbeat music)
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Murli Thirumale, Pure Storage | CUBE Conversations, May 2021
(bright upbeat music) >> Hey, welcome to theCUBE's coverage of Pure Accelerate 2021. I'm Lisa Martin, please stay welcoming back one of our alumni Murli Thirumale is here, the VP & GM of the Cloud Native Business Unit at Pure Storage, Murli, welcome back. >> Lisa, it's great to be back at theCUBE, looking forward to discussion. >> Likewise, so it's been about six months or so since the Portworx acquisition by Pure Storage, give us a lay of the land, what's been going on? What are some of the successes, early wins, and some of the lessons that you've learned? >> Yeah, this is my third time being in Cloud, being a serial entrepreneur. So I've seen this movie before, and I have to say that this is really a lot of good anticipation followed by actually a lot of good stuff that has happened since, so it's been really a great ride so far. And when, let me start with the beginning, what the fundamental goal of the acquisition were, right? The couple of major goals, and then I can talk about how that integration is going. Really, I think from our viewpoint, from the Portworx viewpoint, the goal of the acquisition, from our view, was really to help turbocharge in our growth, we had really a very, very good product that was well accepted and established at customers, doing well as far as industry acceptance was concerned. And frankly, we had some great reference customers and some great installs expanding pretty well. Our issue was really how fast can we turbocharge that growth because as everybody knows, for a startup, the expensive part of an expansion is really on the go-to-market and sales side. And frankly, the timing for this was critical for us because the market had moved from the Kubernetes' market, has moved from sort of the innovator stage to the early majority stage. So from the Pure side, I think this made a lot of sense for them, because they have been looking for how they can expand their subscription models, how they can move to add more value from the array based business that there really have been a wonderful disruptor and to add more value up the stack, and that was the premise of the acquisition. One of the things that I paid a lot of attention to, as anybody does in acquisitions, is not just the strategy but really to understand if there was a culture fit between the teams, because a lot of the times acquisitions don't work because of the poor culture fit. So now let me kind of fast forward little bit and say, "Hey, what we know looking back in about six to eight months into it, how has it turning out so far?" And things have been just absolutely wonderful. Let me actually start with the culture fit, because that often is ignored and is one of the most important parts, right? The resonance in the culture between the two companies is just off the charts, right? It actually starts with what I would call a dramatic kind of customer first orientation, it's something we always had at Portworx. I always used to tell our customers with a startup you end up kind of, you buy the product, but you get the team, right? That's what happens with early stage startups, but Pure is sort of the same way, they are very focused on customer. So the customer focus is a very very useful thing that pulls us together. The second thing that's been really heartwarming to see has been really the focus on product excellence. Pure made it's dramatic entry into the market using Flash, and being the best Flash-based solution, and now they've expanded into many, many different areas. And Portworx also had a focus on product excellence, and so that has kind of moved the needle forward for both of us. And then I think the third thing is really a focus on the team winning, and not just an individual, right? And look, in these COVID times, this has been a tough year for everybody, I think it's, to some extent, even as we onboard new people, it's the culture of the team, the ability to bring new people onboard, and buy the culture, and make progress, all of that is really a function of how well the team is, 'we' is greater than 'me' type of a model, and I think that both these three values of customer first, high focus on product excellence, and the value in the team, including the resellers and the customers as part of the team, has really been the cornerstone, I think, of our success in the integration. >> That's outstanding because, like you said, this is not your first rodeo launching, coming out of stealth and launching and getting acquired, but doing so during one of the most challenging times in the last 100 years in our history while aligning cultures, I think that says a lot about the leadership on the Portworx side and the Pure side. >> I have to say, right? This is one of those amazing things, many people now that having been acquired can say this, really, most of the diligence, the transactions, all of that were done over Zoom, right? So, and then of course, everything since then is we're still in Zoom paradise. And so I think it really is a testament to the modern tools and stuff that we have that enable that. Now, let me talk a little bit about the content of what has happened, right? So strategically, I think the three areas that I think we've had huge synergy and seeing the benefits are first and foremost on the product side. A little later, I'd like to talk a little bit about some of the announcements we're making, but essentially, Pure had this outstanding core storage infrastructure product, well-known in the industry, very much Flash-oriented, part of the whole all Flash era now. And Portworx really came in with the idea of driving Kubernetes and Cloud Native workloads, which are really the majority of modern workloads. And what we found since then is that the integration of having really a more complete stack, which is really centered around what used to be an IT infrastructure of purchase, and what is in fact, for Kubernetes, a more DevOps oriented purchase. And that kind of a combination of being able to provide that combo in one package is something that we've been working very hard on in the last six months. And I'll mention some of the announcements, but we have a number of integrations with FlashArray and FlashBlade and other Pure products that we're able to highlight. So product integration for sure has been an area of some focus, but against a lot of progress. The second one is really customer synergy. I kind of described to our team when we got acquired, I said it's, for us, it's, being acquired by Pure is like strapping a rocket ship to ourselves as a small company, because we now have access to a huge customer footprint. Pure has over 8,000 customers, hugely amazingly high, almost unbelievable NPS score with customers, one of the best in the IT industry. And I think we are finding that with the deployment of containers becoming more ubiquitous, right? 80, 90% of customers in the enterprise are adopting Kubernetes and Containers. And therefore these 8,000 customers are a big huge target, they got a big target sign for both of us to be able to leverage. And so we've had a number of things that we're doing to address and use the Pure sales team to get access to them. The Pure channel of course is also part of that, Pure is 100% channel organization, which is great. So I think the synergy on the customer side with being able to have a solution that works for infrastructure and for DevOps has been a big area. In this day and age, Kubernetes is an area, for many of your listeners who are very, very familiar with Kubernetes, customers struggle, not just with day zero, but day one, day two, day three, right? It's how do you put it in production. And support, and integrating, and the use of Kubernetes and containers, putting that stack together is a big area. So support is a big area of pain for customers, and it's an area that, again, for a Portworx viewpoint, now we've expanded our footprint with a great support organization that we can bring to bear 24 by seven around the globe. Portworx is running on a lot of mission critical applications in big industries like finance and retail, and these types of things, really, support is a big area. And then the last thing I will just say is the use cases are usually synergistic, right? And we'll talk a little bit more about use cases as we go along here, but really there's legacy apps, right? In an interesting way, there's 80% of, IT spending is still on legacy apps, if you will, in that stack. However, 80% of all the new applications are being deployed on this modern app stack, right? >> Right. >> With all these open-source type of products and technologies. And most of that stack, most of the modern app stack is containerized. The 80, 85% of those applications really are where customers have chosen containers and Kubernetes as the as the mechanism to deliver those apps. And therefore Pure products like FlashBlade were very, very focused with fast recovery for these kind of modern apps, which are the stack of AI, and personalization, and all the modern digital apps. And I think those things can align well with the Portworx offering. So really around the areas of culture, customers, product synergy, support, and finally use cases, are all kind of been areas of huge progress for us. >> It also seems to me that the Portworx acquisition gives Pure a foray, a new buying center with respect to DevOps, talk to me a little bit about that as an opportunity for Pure. >> Yeah, the modern world is one where the enterprise itself has segmented into whole lot of new areas of spending and infrastructure ownership, right? And in the old days it used to be the network, storage, compute, and apps, sort of the old model of the world. And of course the app model has moved on, and then certainly there's a lot of different ways, web apps, the three tier apps, and the web apps, and so on. But the infrastructure world has morphed really into a bunch of other sub-segments, and some of it is still traditional hardware, but then even that is being cloudified, right? Because a lot of companies like Pure have taken their hardware array offerings and are offering that as a cloud-like offering where you can purchase it as a service, and in fact, Pure is offering a set of solutions called Evergreen that allow you to not even, you're just under subscription, you get your hardware refresh bundled in, very, very innovative. So you have now new buying centers coming in, in addition to the old traditional IT, there is sort of this whole, what used to be in the old ways called middleware, now has kind of morphed into this DevSecOps set of folks, right? Which is DevOps it's ITOps, and even security is a big part of that, the CISO Organization has that kind of segment. And so these buying centers often have new budgets, right? It turns out that, for example, to contrast, the Portworx budget really comes from entirely different budget, right? Our top two budget sources are usually CIO initiatives, they're not from the traditional storage budget, it comes from things like move to cloud or business transformation. And those set of folks, that set of customers, is really born in a different era, so to speak. You know, Lisa, they come, and I come from the old world, so I would say that I'm kind of more of an oldie, hopefully a Goldie, but an oldie. These folks are born in the post-DevOps, post-cloud, post-open-source world, right? They are used to brand new tools, get-ops, the way that everything's run on the cloud, it's on demand. So what we bring to Pure is really the ability to take their initiatives, which were around infrastructure, and cloudifying infrastructure to now adding two layers on top of that, right? So what Portworx adds to Pure is the access to the new automation layer of middleware. Kubernetes is nothing but really an automation of model for containers and for infrastructure now. And then the third layer is on top of us, is what I would call SaaS, the SaaSified layer, and as a service layer. And so we bring the opportunity to get those SaaS-like budgets, the DevOps budgets, and the DevOps and the SaaS kind of buyers, and together the business has very different models to it. In addition to not just a different technologies, the buying behavior is different, it's based on a consumption model, it's a subscription business. So it really is a change for new budgets, new buyers, and new financial models, which is a subscription model, which as you know, is valued much more highly by Wall Street nowadays compared to say some of the older hardware models. >> Well, Murli, when we talk about storage, we talk about data or the modern data experience. The more and more data that's being produced, the more value potentially there is for organizations, I think we saw, we learned several lessons in the last year, and one of them is that being able to glean insights from data in real-time or near real-time is, for many businesses, no longer a nice to have, it's really table stakes, it was for survival of getting through COVID, it is now in terms of identification of new business models, but it elevates the data conversation up to the C-suite, the board going, "Is our data protected? Is it secure? Can we access it?" And, "How do we deliver a modern data experience to our customers and to our internal employees?" So with that modern data experience, and maybe the elevation about conversation lengths, talk to me about some of the things that you're announcing at Accelerate with respect to Portworx. >> Yeah, so there are two sets of announcements. To be honest actually, this is a pretty exciting time for us, we're in theCUBE Cone time and the Accelerate time. And so let me kind of draw a circle around both those sets of announcements, if you will, right? So let's start perhaps with just the sets of things that we are announcing at Accelerate, right? This is kind of the first things that are coming up right now. And I'll tell you, there are some very, very exciting things that we're doing. So the majority of the announcements are centered around a release that we have called 2.8, so Portworx says, "We've been in the market now for well over five years with the product that really has been well deployed in very large global 2K enterprises." So the three or four major announcements, one of them is what I was talking about earlier, the integration of true Kubernetes applications running on Pure Storage. So we have a Cloud Native, a Native implementation of Portworx running on FlashArray and FlashBlade, where essentially when users now provision a container volume to Portworx, the storage volumes are magically created on FlashArray and FlashBlade, right? It's the idea of, without having to interface, so a DevOps engineer can deploy storage as code by provisioning volumes using Kubernetes without having to go issue a trouble ticket or a service ticket for a PureArray. And Portworx essentially access a layer between Kubernetes and the PureArray, and we allow configuration of volumes on the storage volumes of the PureArray directly. So essentially now on FlashArray, these volumes now receive the full suite of Portworx Storage Management features, including Kubernetes DR, backup, security, auto scaling, and migration. So that is a first version of this integration, right? The second one, it's, I am, is a personal favorite of mine, it's very, very exciting, right? When we came into Pure, we discovered that Pure already had this software solution called Pure as a service, it was essentially a Pure1 service that allowed for continuous call home, and log and diagnostic information, really an awesome window for customers to be able to see what their array utilization is like, complete observability, end-to-end on capacity, what's coming up, and allowed for proactive addressing of outages, or issues, or being able to kind of see it before it happen. The good news now is Portworx is integrated with Pure1, and so now customers have a unified observability stack for their Kubernetes applications using Portworx and FlashArray and FlashBlade in the Pure1 portal. So we are in the Pure1 portal now really providing end-to-end troubleshooting of issues and deployment, so very, very exciting, something that I think is a major step forward, right? >> Absolutely, well that single pane of glass is critical for management, so many companies waste a lot of time and resources managing disparate disconnected systems. And again, the last year has taught us so many businesses, there wasn't time, because there's going to be somebody right behind you that's going to be faster and more nimble, and has that single pane of glass unified view to be able to make better decisions. Last question, really, before we wrap here. >> Yeah. >> I can hear your momentum, I can feel your momentum through Zoom here. Talk to me about what's next, 'cause I know that when the acquisition happened about, we said six months or so ago, you said, "This is a small step in the Portworx journey." So what's ahead? >> Lisa, great question. I can state 10 things, but let me kind of step up a little bit at the 10,000 foot level, right? In one sense, I think no company gets to declare victory in this ongoing battle and we're just getting started. But if I had to kind of say, "What are some of the major teams that we have been part of and have been able to make happen in addition to take advantage of?" Pure obviously took advantage of the Flash wave, and they moved to all Flash, that's been a major disruptor with Pure being the lead. For Portworx, it has been really the move to containers and data management in an automated form, right? Kubernetes has become sort of not just a container orchestrator looking North, but looking southbound, is orchestrating infrastructure, we are in the throws of that revolution. But if you think about it, the other thing that's happening is all of this is in the service of, if you're a CIO, you're in the service of lines of businesses asking for a way to run their applications in a multicloud way, run their applications faster. And that is really the, as a service revolution, and it feels a little silly to almost talk about it as a service in that it's this late in the Cloud era, but the reality is that's just beginning, right? As a service revolution dramatically changed the IaaS business, the infrastructure business. But if you look at it, data services as a, data as a service is something that is what our customers are doing, so our customers are taking Pure hardware, Portworx software, and then they are building them into a platform as a service, things like databases as a service. And what we are doing, you will see some announcements from us in the second half of this year, terribly exciting, I just can't wait for it, where we're going to be actually moving forward to allow our customers to more quickly get to data services at the push of a button, so to speak, right? So- >> Excellent. >> The idea of database as a service to offer messaging as a service, search as a service, streaming as a service, and then finally some ML kind of AI as a service, these five categories of data services are what you should be expecting to see from Portworx and Pure going forward in the next half. >> Big potential there to really kick the door wide open on the total adjustable market. Well, Murli, it's been great to have you on the program, I can't wait to have you on next 'cause I know that there's so much more, like I said, I can feel your momentum through our virtual experience here. Thank you so much for joining us and giving us the lay of the land of what's been happening with the Portworx acquisition and all of the momentum and excitement that is about to come, we appreciate your time. >> Thank you, Lisa. Cheers to a great reduced COVID second half of the year. >> Oh, cheers to that. >> Yeah cheers, thanks. >> From Murli Thirumale, I'm Lisa Martin, you're watching theCUBE's coverage of Pure Accelerate. (bright upbeat music)
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Brian Loveys, IBM | IBM Think 2021
>> Announcer: From around the globe, it's theCUBE! With digital coverage of IBM Think 2021. Brought to you by IBM. >> Well welcome everyone as theCUBE continues our IBM Think series. It's a pleasure to have you with us here on theCUBE. I'm John Walls, and we're joined today by Brian Loveys who is the Director of Offering Management for Customer and Employee Care Applications at IBM in the Data and AI Division. So, Brian, thanks for joining us from Ottawa, Canada. Good to see you today. >> Yeah, great to be here, John. And looking forward to the session today. >> Which, by the way, I've learned Ottawa are the home of the world's largest ice skating rink. I doubt we get into that today, but it is interesting food for thought. So, Brian, first off, let's just talk about the AI landscape right now. I know IBM obviously very heavily invested in that. Just in terms of how you see this currently in terms of enterprise adoption, what people are doing with it, and just how you would talk about the state of the industry right now. >> You know, it's a really interesting one, right? I think if you look at it, you know, different companies, different industries, frankly, are at different stages of their AI journey, right? I think for me personally, what was really interesting was, and we're all going through the pandemic right now, but last year with COVID-19 in the March timeframe, it was really interesting to see the impact, frankly, in the space that I play predominantly in around customer care, right? When the pandemic hit, immediately call centers, contact centers got flooded with calls, right? And so it created a lot of problems for organizations. But what was interesting to me is it accelerated a lot of adoption of AI to organizations that typically lag in technology, right? So if you think about public sector, right, that was one area that got hit very, very hard with questions and those types of things, and trying to, you know, communicate out information. So it was really interesting to see those organizations, frankly, accelerate really, really quickly, right? And if you actually, you know, talk to those organizations now, I think one of the most interesting things to me in thinking about it and talking to them now is like, hey, you know, we can do this, right? AI is really not that complicated. It can be simplified, we can take advantage of it and all of those types of things, right? So I think for me, you know, I kind of see different industries at sort of different levels, but I think with COVID in particularly, you know, and frankly not just COVID, but even digital transformation alongside COVID is really driving a lot of AI in an accelerated manner. The other thing that I'll kind of talk to a little bit here is I still think we're very much in the early innings of this, right? There's a tremendous opportunity to innovate in this space. And I think we all know that, you know, data is continually being created every single day. And as more people become even more digitalized, there's more and more data being created. Like it's how do you start to harness that data more effectively, right, in your business every day. And frankly, I think we're just scratching the surface on it. And I think tremendous amount of opportunity as we move forward. >> Yeah, you really raised an interesting point which I hadn't thought about in terms of, we think about disruptors, we think about technology being a disruptor, right, but in this case it was purely, or really largely environment, you know, that was driving this disruption, right, forcing people to make these adoption moves and transitions maybe a little quicker than they expected. Well, so because of that, because maybe somebody had to speed up their timetable for deployments and what have you, what kind of challenges have they run into then, where, because as you describe it, it's not been the more organic kind of decision-making that might be made sometimes, situation dictated it. So what have you seen in terms of challenges, you know, barriers, or just a little more complexity, perhaps, for some people who're just now getting into the space because of the environment you were talking about? >> I think a lot of this is like, you know, people don't know where to get started, right, a lot of the time, or how AI can be applied. So a lot of this is going to be about education in terms of what it can and cannot do. And then it all depends on the use cases you're talking about, right? So if I think about, you know, building out machine learning models and those types of things, right, you know, the set of challenges that people will typically face in these types of things are, you know, how do I, you know, collect all the data that I need to go build these models, right? How do I organize that data? You know, how do I get the skillsets needed to ultimately, you know, take advantage of all of that data to actually then apply to where I need it in my business, right? So a lot of this is, you know, people need to understand those concepts or those pieces to ultimately be successful with AI. And you know, what IBM is doing right here, and I'll kind of, this will be a key theme throughout this conversation today is, you know, how do you sort of lower the time to value to get there across that spectrum, but also, you know, frankly, the skills required along the way as well? But a lot of it is like, people don't know what they don't know at the end of the day. >> Well, let me ask you about your AI play then. A lot of people involved in this space, as you well know, competition's pretty fierce and pretty widespread. There's a deep bench here. In terms of IBM though, what do you see as kind of your market differentiator then? You know, what do you think sets you apart in terms of what you're offering in terms of AI deployments and solutions? >> No, that's a great question. I think it's a multifaceted answer, frankly. The first thing I'll kind of talk through a little bit, right, is really around our platform and our framework, right? We kind of refer to as our AI ladder, but it's really an integrated, you know, sort of cohesive platform for companies around the journey to AI, right? So kind of what I was mentioning a bit earlier, right? If you think about, you know, AI is really about supplying the right data into AI, and then being able to infuse it to where you need it to go, right? So to do that, you need a lot of the underlying information architecture to do that, right? So you need the ability to collect the data. You need the ability to organize the data. You need the ability to build out these models or analyze the data, right? And then of course you need to be able to infuse that AI wherever you need it to be, right? And so we have a really nice integrated platform that frankly can be deployed on any cloud, right, so we get the flexibility of that deployment model with that integrated platform. And if you think about it, we also have built, right, you know, sort of these industry-leading AI applications that sit on top of that platform and that underlying infrastructure, right? So Watson Assistant, right, our conversational AI which we'll talk probably a little bit more on this conversation, right? Watson Discovery focused on, you know, intelligent document processing, right, AI search type applications. We've got these sort of market-leading applications that sit on top, but there's also other things, right? Like we have a very, very strong research arm, right, that continues to invest and funnel innovations into our product platform and into our product portfolio, right? I think many people are aware of Project Debater we took on some of the top debaters in the world, right? But research ultimately is very much tied, right, and even, you know, some of the teams that I work with on the ground, we've got them tied directly into the squads that build these products, right? So we have this really big strong research arm that continues to bring innovation around AI and around other aspects into that product portfolio. But it's not just- >> I'm sorry go ahead, please. >> Go ahead, sorry. >> No, no, you go, (laughs) I interrupted, you go ahead. >> Don't worry, I was just going to say, the other two things I'll say like, you know, I'm saying this right, but we've got a lot of sort of proof points in around it, right, so if you talk about the scale, right, the number of customers, the number of case studies, the number of references across the board, right, in around AI at IBM it is significant, right? And not only that, but we've got a lot of, sort of I'll say industry and third-party industry recognition, right? So think about most people are aware of sort of Gartner Magic Quadrants, right, and we're the leader almost across the board, right, or a leader across the board. So, you know, cloud AI developer service, insight engines, machine learning, go down the line. So, you know, if you don't trust me, there's certainly a lot of third party validation around that as well, if that makes sense. >> Yeah, sure does. You know, we hear a lot about conversational AI and, you know, with online chat bots and voice assistance, and a myriad applications in that respect. Let's talk about conversational right now. Some people think is a little narrow, but yet there appears to be a pretty broad opportunity at the same time. So let's talk about that conversational AI element to what you're talking about at IBM and how that is coming into play. And perhaps is a pretty big growth sector in this space. >> Yeah, I think, again, I talk about scratching the surface, early innings, you'll see that theme a lot too. And I think this is another area around that, right? So, listen, let's talk about the broader side. Let's first talk about where conversational AI is typically applied, right? So you see it in customer service. That's the obvious place where I've seen the most deployments in. But if you think about, it's not just really around customer service, right? There's use cases around sales and marketing. You can think about, you know, lead qualification for example, right. You know, I'm on a website, how can I get information about a product or service? How can I automate some of that information collection, answering questions, how can I schedule console? All those things can be automated using, right, conversational AI, but organizations don't want these sort of points solutions across the customer journey. What they're ultimately looking for is a single assistant to kind of, you know, front that particular customer. So what if I do come on from a lead qual perspective, but really I'm not there for lead qual, I'm actually a customer, and I want to get a question answered, right? You don't want to have these awkward starts and stops with organizations, right? So on the customer side where we see the conversational AI going is really sort of covering that whole gambit in terms of that customer journey, right? And it's not just the customer journey, but you also want to be across channels, right? So you can imagine not just, you know, the website and the chat on the website, but also, right, across your messaging channels, across your phone, right? And not just that, but you also want to be able to have a really nice experience around, hey maybe I'm on a phone call with some automation, but I need to be able to hand them off to a digital play, right? Maybe that's easier to sign up for a particular offer, or do some authentication, or whatever it might be, right? So to sort of be able to switch between the channels is really, really going to become more important in terms of a seamless experience as you do kind of go through it, right- >> So let's talk about customers- >> Oh, go ahead sir. >> Yeah, you talked about customers a little bit, and you mentioned case studies, but I hope we can get into some specifics, if you can give us some examples about people, companies with whom you've worked and some success that you've had in that respect. And I think maybe the usual suspects come to mind. I think about finance, I think about healthcare, but you said, "Hey buddy, but customer call issues, you know, service centers, that kind of thing would certainly come into play," but can you give us an idea or some examples of deployments and how this is actually working today? >> Oh, absolutely, right? So I think you were kind of mentioning, you were talking about sort of industries that are relevant, right? So, you know, the ones that I think are most relevant that we've seen are the ones with the biggest sort of consumer side of it, right? So clearly in financial services, banks, insurance are clearly obvious ones. Telecommunication, retail, healthcare, these are all sort of big industries with a lot of sort of customers coming in, right? And so you'll see different use cases in those industries as well, right? So the obvious one, we've got a really good client, Royal Bank of Scotland, they've now changed their name to NatWest in Scotland. So they started out with customer service, right? So dealing with personal banking questions through their website. What's interesting, and you'll see this with a lot of these use cases is they will start small, right, with a single use case, but they'll start to expand from there. So for example, NatWest, right, they're starting with personal banking, but they're now expanding to other areas of the business across that customer journey, right? So that's a great example of where we've seen it. Cardinal Health, right, because we're not dealing with customers in terms of external customers, but dealing with internal customers, right, from an IT help desk standpoint. So it's not always external customers. Oftentimes, frankly, it can be employees, right? So they are using it through an IDR system, right? So through over the phone, right, so I can call, instead of getting that 1-800 number, I'm going to get a nice natural language experience over the phone to help employees with common problems that they have with their help desk. So, and they started really, really small, right? They started with, you know, simple things like password resets, but that represented a tremendous amount of volume that ultimately hit at their call centers. So NatWest is a great example. CIBC, another bank in Canada, Toronto, is a great example. And the nice thing about what CIBC is doing and they're a big, you know, we have four big banks here in Canada. What CIBC do is really focusing a lot on the transactional side. So making it really easy to do interact transfers or send money, or all those types of things, or check your balance or whatever it might be. So putting a nice, simple interface on some of those common, transactional things that you would do with a bank as well. >> You know, before I let you go, I'd like to hit just a buzzword we hear a lot of these days, natural language processing, NLP. All right, so NLP, define that in terms of how you see it and how is it being applied today? Why does NLP matter, and what kind of differences is it making? >> Wow, natural language processing is a loaded term as a buzzword, I completely agree. I mean, listen, at the 50,000 foot level, natural language processing is really about understanding language, right? So what do I mean by that? So let's use the simple conversational example we just talked about. If somebody's asking about, you know, "I'd like to reset my password," right? You have to be able to understand, well what is the intent behind what that user is trying to do, right? They're trying to reset a password, right? So being able to understand that inquiry that user has that's coming in and being able to understand what the intent is behind it. That's sort of one key aspect of natural language processing, right? What is the intent or the topic around that paragraph or whatever it might be. The other sort of key thing around natural language processing, the importance of extracting certain things that you need to know. And again, using the conversational AI side, just for a minute, to give a simple example. If I said, "You know what, I need to reset my password." I know what the intent is, I want to reset a password, but, right, I don't know which password I'm trying to reset. Right, and so this is where sort of you have to be able to extract objects, and we call them entities a lot of the time and sort of the (indistinct) or lingo. But you got to be able to extract those elements. So, you know, I want to reset my ATM password. Great, right, so I know what they're trying to do, but I also need to extract that it's the ATM password that I'm trying to do. So that's one sort of key angle, natural language processing, and there's a lot of different AI techniques to be able to do those types of things. I'll also tell you though, there's a lot around the content side of the fence as well. So you can imagine how like a contract, right, and there were thousands of these contracts, and some of your terms may change. You know, how do you know, out of those thousands of contracts where the problems are, where I need to start looking, right? So another sort of key area of natural language processing is looking at the content itself, right? Can I look at these contracts and automatically understand that this is an indemnity clause, right? Or this is an obligation, right? Or those types of things, right, and being able to sort of pick those things out, so that I can help deal with those sort of contract-processing things. So that's sort of a second dimension. The third dimension I'll kind of give around this is really around, you can think about extracting things like sentiment, right? So we talked about, you know, extracting objects and nouns, and those types of things, but maybe I want to know in an analytics use case with customers, you know, what is the sentiment and, you know, analyzing social media posts or whatever it might be, what's the sentiment that people have around my product or service. So natural language process, if you think about it at the real high level is really about how do I understand language, but there's a variety of sort of ways to do that, if that makes sense. >> Yeah, no sure, and I think there are a lot of people out there saying, "Yeah, the sooner we can identify exasperation (laughs) the better off we're going to be, right, in handling the problems." So, it's hard work, but it's to make our lives easier, and congratulations for your fine work in that space. And thanks for joining us here on theCUBE. We appreciate the time today, Brian. >> Thank you very much. >> You bet, Brian Loveys, he's talking to us from IBM, talking about conversational AI and what it can do for you. I'm John Walls, thanks for joining us here on theCUBE. (upbeat music) ♪ Dah, deeah ♪ ♪ Dah, dee ♪ (chimes ringing)
SUMMARY :
Brought to you by IBM. It's a pleasure to have you And looking forward to the session today. and just how you would talk And I think we all know that, you know, So what have you seen in So a lot of this is, you know, You know, what do you think sets you apart So to do that, you need a lot (laughs) I interrupted, you go ahead. So, you know, if you don't trust me, and, you know, with online to kind of, you know, and you mentioned case studies, and they're a big, you know, in terms of how you see it So we talked about, you know, in handling the problems." he's talking to us from IBM,
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William Murphy, BigID | AWS Startup Showcase: Innovations with CloudData & CloudOps
>>Good day. And thanks for joining us as we continue our series here on the Coupa, the AWS startup showcase featuring today, big ID and what this is, will Murphy was the vice president of business development and alliances at big idea. Well, good day to you. How are you going today? Thanks John. I'm doing well. I'm glad to be here. That's great. And acute belong to, I might add, so it's nice to have you back. Um, let's first off, let's share the big ID story. Uh, you've been around for just a handful of years accolades coming from every which direction. So obviously, uh, what you're doing, you're doing very well, but for our viewers who might not be too familiar with big ID, just give us a 30,000 foot level of your core competence. Yeah, absolutely. So actually we just had our five-year anniversary for big ID, uh, which we're quite excited about. >>Um, and that five-year comes with some pretty big red marks. We've raised over $200 million for a unicorn now. Um, but where that comes to and how that came about was that, um, we're dealing with, um, longstanding problems with modern data landscape security governance, privacy initiatives, um, and starting in 2016 with the, uh, authorship of GDPR, the European privacy law organizations, how to treat data differently than they did before they couldn't afford to just sit on all this data that was collected for a couple of reasons, right? Uh, one of them being that it's expensive. So you're constantly storing data, whether that's on-prem or in the cloud is we're going to talk about there's expense that you have to pay to secure the data and keep it from being leaked. You have to pay for access control. It's paid for a lot of different things and you're not getting any value out of that. >>And then there's the idea of like the customer trust piece, which is like, if anything happens to that data, um, your reputational, uh, your reputation as a company and the trust you have between your customers and your organization is broken. So big ID. What we did is we decided that there was a foundation that needed to be built. The foundation was data discovery. If you even an organization knows where its data is, whose data it is, where it is, um, and what it is, and also who has access to it, they can start to make actionable decisions based on the data and based on this new data intelligence. So we're trying to help organizations keep up with modern data initiatives and we're empowering organizations to handle their data sensitive, personal regulated. And what's actually quite interesting is we allow organizations to define what's sensitive to them because like people, organizations are all different. >>And so what's sensitive to one organization might not be to another, it goes beyond the wall. And so we're giving organizations that new power and flexibility, and this is what I still find striking is that obviously with this exponential growth of data and machine learning, just bringing billions of inputs, it seems like right. All of a sudden you have this fast reservoir data, is that the companies in large part, um, don't know a lot about the data that they're harvest state and where it is. And so it's not actionable, it's kind of dark data, right. Just out there reciting. >>Um, and so as I understand it, this, this is your focus basically is tell people, Hey, here's your landscape. Uh, here's how you can better put it to action, why it's valuable and we're going to help them protect it. Um, and they're not aware of these things, which I still find a little striking in this day and age, >>And it goes even further. So, you know, when you start to, when you start to reveal the truth and what's going on with data, there's a couple things that some organizations do. Uh, and I think human instincts, some organizations want to bury their head in the sand. I'm like, everything's fine. Uh, which is, as we know, and we've seen the news frequently, not a sustainable approach. Uh, there's the, there's the, like, let's be a, we're overwhelmed. We don't, we don't even know. We don't even know where to start. Then there's the natural reaction, which is okay. We have to centralize and control everything which defeats the purpose of having, um, shared drives and collaboration and, um, geographically disparate workforces, which we've seen particularly over the last year, how important that resiliency within organizations is to be able to work in different areas. And so, um, it really restricts the value that, um, organizations can get from their data, which is important. And it's important in a ton of ways. Um, and for customers that have allowed their, their data to be, to be stored and harvested by these organizations, they're not getting value out of it either. It's just risk. And we've got to move data from the liability side of the balance sheet, um, to the assets out of the balance sheet. And that comes first and foremost with knowledge. >>So everybody's vote cloud, right? Everybody was on prem and also we build a bigger house and build a bigger house, better security, right in front of us, got it, got to grow. And that's where I assume AWS has come in with you. And, and this was a two year partnership that you've been engaged with in AWS. So maybe shine a little light on that, about the partnership that you've created with AWS, and then how you then in turn transition that, to leverage that for the betterment of your >>Customer base. Yeah. So AWS has been a great partner. Um, they are very forward-looking for an organization, as large as they are very forward looking that they can't do everything that their customers need. And it's better for the ecosystem as a whole to enable small companies like us. And we were very small when we started our relationship with them, uh, to, to join their partner organization. So we're an advanced partner. Now we're part of ISV accelerate. So it's a slightly more lead partner organization. Um, and we're there because our customers are there and AWS like us, but we both have a customer obsessed culture. Um, but organizations are embracing the cloud and there's fear of the cloud. There's there really shouldn't be in the, in the way that we thought of it, maybe five or 10 years ago. And that, um, companies like AWS are spending a lot more money on security than most organizations can. >>So like they have huge security teams, they're building massive infrastructure. And then on top of that, companies themselves can do, can use, uh, products like big ID and other products to make themselves more secure, um, from outside threats and from, from inside threats as well. So, um, we are trying to with them approach modern data challenge as well. So even within AWS, if you put all the information in, like, let's say S3 buckets, that doesn't really tell you anything. It's like, you know, I, I make this analogy. Sometimes I live in Manhattan. If I were to collect all the keys of everybody that lived in a 10 block radius around me and put it into a dumpster, uh, and keep doing that, I would theoretically know where all the keys were there in the dumpster. Now, if somebody asked me, I'd like my keys back, uh, I'd have a really hard time giving them that because I've got to sort through, you know, 10,000 people's keys. >>And I don't really know a lot about it, but those key sale a lot, you know, it says, are you in an old building, are you in a new building? You have a bike, do you have a car? Do you have a gym locker? There's all sorts of information. And I think this analogy holds up for data because of the way you store your data is important, but, um, you can gain a lot of theoretically innocuous, but valuable information from the data that's there while not compromising the sensitive data. And as an AWS has been a fabulous partner in this, they've helped us build a AWS security, have integration out of the box. Um, we now work with over 12 different AWS native, uh, applications from anything like S3 Redshift and Sienna, uh, Kinesis, as well as, um, apps built on AWS like snowflake and Databricks that we, that we connect to. >>And AWS, the technical team of department teams have been an enormous part of our success there. We're very proud of joining the marketplace to be where our customers want to buy enterprise software more and more. Um, and that's another area that we're collaborating, uh, in, in, in joint accounts now to bring more value in simplicity to our joint customers. What's your process in terms of your customer and, uh, evaluating their needs because you just talked about earlier, you had different approaches to security. Some people put their head in the sand, right? Some people admit that there's a problem. Some people fully engaged. So I assume there's also different levels of sophistication in terms of whatever you have in place and then what their needs are. So if you would shine a little light on that, you know, where they are in terms of their data landscape and AWS and its tools, but you just touched them on multiple tools you have in your service. >>Now, all that comes together to develop what would be, I guess, a unique program for a company's specific needs. It is. We started talking to the largest enterprise accounts when we were founded and we still have a real proclivity and expertise in that area. So the issues with the large enterprise accounts and the uniqueness there is scale. They have a tremendous amount of data, HR data, financial data, customer data, you name it, right? Like, we'll go. We can, we can go dry mouth talking about how many you're saying data. So many times with, with these large customers, um, freight Ws scale, wasn't an issue. They can store it, they can analyze it. They can do tons. It where we were helping is that we could make that safer. So if you want to perform data analytics, you want to ensure that sensitive data is not being, or that you want to make sure you're not violating local, not national or industry specific regulations. >>Financial services is a great example. There's dozens of regulations at the federal level in the United States and each state has their own regulations. This becomes increasingly complex. So AWS handles this by, by allowing an amazing amount of customization for their customers. They have data centers in the right places. They have experts on, on, uh, vertical, specific issues. Big ID handles this similarly in some ways, but we handle it through ostensive ability. So one of our big things is we have to be able to connect to every everywhere where our customers have data. So we want to build a foundation of like, let's say first let's understand the goals is the goal compliance with the law, which it should be for everybody that should just be like, we need to, we need to comply with the law. Like that's, that's easy. Yeah. Then as the next piece, like, are we dealing with something legacy? >>Was there a breach? Do we need to understand what happened? Are we trying to be forward-looking and understanding? We want to make sure we can lock down our most sensitive data, tier our storage tier, our security tier are our analytics efforts, which also is cost-effective. So you don't have to do, uh, everything everywhere, um, or is the goal a little bit like we needed to get a return on investment faster, and we can't do that without de-risking some of that. So we've taken those lessons from the enterprise where it's exceedingly difficult, uh, to work because of the strict requirements, because the customers expect more. And I think like AWS, we're bringing a down market. Uh, we have some, a new product coming out. Uh, it's exclusive for, uh, AWS now called small ID, which is a cloud native, a smaller version, lighter weight version of our product for customers in the more commercial space in the SMB space where they can start to build a foundation of understanding their data or, um, protection for security for, for, for privacy. >>And, and before I let you go here, what I'd like to hear about is practical application. You know, somebody that, that you've, you know, that you were able to help and assist you evaluated. Cause you've talked about the format here. You've talked about your process and talk about some future, I guess, challenges, opportunities, but, but just to give our viewers an idea of maybe the kind of success you've already had to, uh, give them a perspective on that, this share a couple stories. If you wouldn't mind with some work that you guys did and rolled up your sleeves and, and, uh, created that additional value >>For your customers. Yeah, absolutely. So I'll give a couple examples. I'm going to, I'm going to keep everyone anonymized, uh, as a privacy based company, in many ways, what we, we try to respect colors. Um, but let's talk about different types of sensitive data. So we have customers that, um, intellectual property is their biggest concern. So they, they do care about compliance. They want to comply with all local and national laws where they, where they, their company resides all their offices are, but they were very concerned about sensitive data sprawl around intellectual property. They have a lot of patents. They have a lot of sensitive data that way. So one of the things we did is we were able to provide custom tags and classifications for their sensitive data based on intellectual property. And they could see across their cloud environment, across their on-premise environment across shared drives, et cetera. >>We're sensitive data had sprawl where it had moved, who's having access to it. And they were able to start realigning their storage strategy and their content management strategy, data governance strategy, based on that, and start to, uh, move sensitive data back to certain locations, lock that down on a higher level could create more access control there, um, but also proliferate and, uh, share data that more teams needed access to. Um, and so that's an example of a use case that I don't think we imagined necessarily in 2016 when we were focused on privacy, but we've seen that the value can come from it. Um, so yeah, no, I mean, the other piece is, so we've worked with some of the largest AWS customers in the world. Their concern is how do we even start to scan the Tedder, terabytes and petabytes of data in any reasonable fashion? >>Uh, without it being out of date, if we create this data map, if we prayed this data inventory, uh, it's going to be out of date day one, as soon as we say, it's complete, we've already added more. That's where our scalability fit Sam. We were able to do a full scan of their entire AWS environment and, uh, months, and then keep up with the new data that was going into their AWS environment. This is a, this is huge. This was groundbreaking for them. So our hyper scan capability, uh, that we've wrote, brought out that we rolled out to AWS first, um, was a game changer for them to understand what data they had and where it is who's it is et cetera at a way that they never thought they could keep up with. You know, I I'm, I brought back to the beginning of code when the British government was keeping track of all the COVID cases on spreadsheets and spreadsheet broke. >>Um, it was also out of date, as soon as they entered something else. It was already out of date. They couldn't keep up with them. Like there's better ways to do that. Uh, luckily they think they've moved on from, from that, uh, manual system, but automation using the correct human inputs when necessary, then let, let machine learning, let, uh, big data take care of things that it can, uh, don't waste human hours that are precious and expensive unnecessarily and make better decisions based on that data. You know, you raised a great point too, which I hadn't thought of about the fact is you do your snapshot today and you start evaluating all their needs for today. And by the time you're going to get that done, their needs have now exponentially grown. It's like painting the golden gate bridge, right. You get that year and now you've got to pay it again. I said it got bigger, but anyway, they will. Thanks for the time. We certainly appreciate it. Thanks for joining us here on the sort of showcase and just remind me that if you ever asked for my keys, keep them out of that dumpster to be here.
SUMMARY :
So actually we just had our five-year anniversary for big ID, uh, which we're quite excited about. Um, and that five-year comes with some pretty big red marks. And then there's the idea of like the customer trust piece, which is like, if anything happens to that data, All of a sudden you have this Um, and so as I understand it, this, this is your focus basically is tell people, Um, and for customers that have allowed their, their data to be, to be stored and harvested And that's where I assume AWS has come in with you. And we were very small when we started our relationship with them, uh, to, to join their partner organization. So, um, we are trying to with them approach modern And I don't really know a lot about it, but those key sale a lot, you know, it says, AWS and its tools, but you just touched them on multiple tools you have in your So the issues with the large enterprise accounts and the uniqueness there is scale. So one of our big things is we have to So you don't have to do, And, and before I let you go here, what I'd like to hear about is practical application. So one of the things we did is we were able to provide Um, and so that's an example of a use case that I don't think we imagined necessarily in 2016 to AWS first, um, was a game changer for them to understand what data they had and where it is who's and just remind me that if you ever asked for my keys, keep them out of that dumpster to
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Breaking Analysis: Tech Spending Powers the Roaring 2020s as Cloud Remains a Staple of Growth
>> From theCUBE Studios in Palo Alto in Boston, bringing you data driven insights from theCUBE and ETR, this is Breaking Analysis with Dave Vellante. >> Last year in 2020 it was good to be in tech and even better to be in the cloud, as organizations had to rely on remote cloud services to keep things running. We believe that tech spending will increase seven to 8% in 2021. But we don't expect investments in cloud computing to sharply attenuate, when workers head back to the office. It's not a zero sum game, and we believe that pent up demand in on-prem data centers will complement those areas of high growth that we saw last year, namely cloud, AI, security, data and automation. Hello everyone, and welcome to this week's Wikibon CUBE Insights powered by ETR. In this breaking analysis we'll provide our take on the latest ETR COVID survey, and share why we think the tech boom will continue, well into the future. So let's take a look at the state of tech spending. Fitch Ratings has upped its outlook for global GDP to 6.1% for January's 5.3% projection. We've always expected tech spending to outperform GDP by at least 100 to 200 basis points, so we think 2021 could see 8% growth for the tech sector. That's a massive swing from last year's,5% contraction, and it's being powered by spending in North America, a return of small businesses, and, the massive fiscal stimulus injection from the U.S led central bank actions. As we'll show you, the ETR survey data suggests that cloud spending is here to stay, and a dollar spent back in the data center doesn't necessarily mean less spending on digital initiatives, generally and cloud specifically. Moreover, we see pent up demand for core on-prem data center infrastructure, especially networking. Now one caveat, is we continue to have concerns for the macro on-prem data storage sector. There are pockets of positivity, for example, pure storage seems to have accelerating momentum. But generally the data suggests the cloud and flash headroom, continue, to pressure spending on storage. Now we don't expect the stock market's current rotation out of tech. We don't expect that that changes the fundamental spending dynamic. We see cloud, AI and ML, RPA, cybersecurity and collaboration investments still hovering above, that 40% net score. Actually cybersecurity is not quite there, but it is a priority area for CIOs. We'll talk about that more later. And we expect that those high growth sectors will stay steady in ETRs April survey along with continued spending on application modernization in the form of containers. Now let me take a moment to comment on the recent action in tech stocks. If you've been following the market, you know that the rate on the 10-year Treasury note has been rising. This is important, because the 10 years of benchmark, and it affects other interest rates. As interest rates rise, high growth tech stocks, they become less attractive. And that's why there's been a rotation, out of the big tech high flyer names of 2020. So why do high growth stocks become less attractive to investors when interest rates rise? Well, it's because investors are betting on the future value of cash flows for these companies, and when interest rates go up, the future values of those cash flows shrink, making the valuations less attractive. Let's take an example. Snowflake is a company with a higher revenue multiple than pretty much any other stock, out there in the tech industry. Revenues at the company are growing more than 100%, last quarter, and they're projected to have a revenue of a billion dollars next year. Now on March 8th, Snowflake was valued at around $80 billion and was trading at roughly 75x forward revenue. Today, toward the middle the end of March. Snowflake is valued at about 50 billion or roughly 45x forward revenue. So lower growth companies that throw off more cash today, become more attractive in a rising rate climate because, the cash they throw off today is more valuable than it was in a low rate environment. The cash is there today versus, a high flying tech company where the cash is coming down the road and doesn't have to be discounted on a net present value basis. So the point is, this is really about math, not about fundamental changes in spending. Now the ETR spending data has shown, consistent upward momentum, and that cycle is continuing, leading to our sanguine outlook for the sector. This chart here shows the progression of CIO expectations on spending over time, relative to previous years. And you can see the steady growth in expectations each quarter, hitting 6% growth in 2021 versus 2020 for the full year. ETR estimates show and they do this with a 95% confidence level, that spending is going to be up between 5.1 to 6.8% this year. We are even more up optimistic accounting for recent upward revisions in GDP. And spending outside the purview of traditional IT, which we think will be a tailwind, due to digital initiatives and shadow tech spending. ETR covers some of that, but it is really a CIO heavy survey. So there's some parts that we think can grow even faster, than ETR survey suggests. Now the positive spending outlook, it's broad based across virtually all industries that ETR tracks. Government spending leads the pack by a wide margin, which probably gives you a little bit of heartburn. I know it does for me, yikes. Healthcare is interesting. Perhaps due to pent up demand, healthcare has been so busy saving lives, that it has some holes to fill. But look at the sectors at 5% or above. Only education really lags notably. Even energy which got crushed last year, showing a nice rebound. Now let's take a look at some of the strategies that organizations have employed during COVID, and see how they've changed. Look, the picture is actually quite positive in our view. This data shows the responses over five survey snapshots, starting in March of 2020. Most people are still working from home that really hasn't changed much. But we're finally seeing some loosening of the travel restrictions imposed last year, is a notable drop in canceled business trips. It's still high, but it's very promising trend. Quick aside, looks like Mobile World Congress is happening in late June in Barcelona. The host of the conference just held a show in Shanghai and 20,000 attendees showed up. theCube is planning to be there in Barcelona along with TelcoDr, Who took over Ericsson's 65,000 square foot space, when Ericsson tapped out of the conference. We are good together we're going to lay out the future of the digital telco, in a hybrid: physical slash virtual event. With the ecosystem of telcos, cloud, 5G and software communities. We're very excited to be at the heart of reinventing the event experience for the coming decade. Okay, back to the data. Hiring freezes, way down. Look at new IT deployments near flat from last quarter, with big uptick from a year ago. Layoffs, trending downward, that's really a positive. Hiring momentum is there. So really positive signs for tech in this data. Now let's take a look at the work from home, survey data. We've been sharing this for several quarters now, remember, the data showed that pre pandemic around 15 to 16% of employees worked remotely. And we had been sharing the CIO is expected that figure to slowly decline from the 70% pandemic levels and come into the spring in the summer, hovering in the 50% range. But then eventually landing in the mid 30s. Now the current survey shows 31%. So, essentially, it's exactly double from the pre COVID levels. It's going to be really interesting to see because across the board organizations are reporting, big increases in productivity as a result of how they've responded to COVID in the remote work practices and the infrastructure that's been put in place. And look, a lot of workers are expecting to stay remote. So we'll see where this actually lands. My personal feelings, the number is going to be higher than the low 30s. Perhaps well into the mid to upper 30s. Now let's take a look at the cloud and on-prem MCS. So were a little bit out on a limb here with a can't have a cake and eat it too scenario. Meaning pent up demand for data center infrastructure on-prem is going to combine with the productivity benefits of cloud in the digital imperative. So that means that technology budgets are going to get a bigger piece of the overall spending pie, relative to other initiatives. At least for the near term. ETR asked respondents about how the return to physical, is going to impact on-prem architectures and applications. You can see 63% of the respondents, had a cloud friendly answer, as shown in the first two bars. Whereas 30% had an on-prem friendly answer, as shown in the next three bars. Now, what stands out, is that only 5% of respondents plan to increase their on-prem spend to above pre COVID levels. Sarbjeet Johal pinged me last night and asked me to jump into a clubhouse session with Martin Casado and the other guys from Andreessen Horowitz. They were having this conversation about the coming cloud backlash. And how cloud native companies are spending so much, too much, in their opinion, on AWS and other clouds. And at some point, as they scale, they're going to have to claw back technology infrastructure on-prem, due to their AWS vague. I don't know. This data, it certainly does not suggest that that is happening today. So the cloud vendors, they keep getting more volume, you would think they're going to have better prices and better economies of scales than we'll see on-prem. And as we pointed out, the repatriation narrative that you hear from many on-prem vendors is kind of dubious. Look, if AWS Azure, and Google can't provide IT infrastructure and better security than I can on-prem, then something is amiss. Now however, they are creating an oligopoly. And if they get too greedy and get hooked on the margin crack, of cloud, they'd better be careful, or they're going to become the next regulated utility? So, it's going to be interesting to see if the Andreessen scenario has (laughs) legs, maybe they have another agenda, maybe a lot of their portfolio companies, have ideas are around doing things to help on-prem? Why are we so optimistic that we'll see a stronger 2021 on-prem spend if the cloud continues to command so much attention? Well, first, because nearly 20% of customers say there will be an uptick in on-prem spending. Second, we saw in 2020, that the big on-prem players, Dell, VMware, Oracle, and SAP in particular, and even IBM made it through, okay. And they've managed to figure out how to work through the crisis. And finally, we think that the lines between on-prem and cloud, and hybrid and cross cloud and edge will blur over the next five years. We've talked about this a lot, that abstraction layer that we see coming, and there's some real value opportunities there. It'll take some time. But we do see there, that the traditional vendors, are going to attack those new opportunities and create value across clouds and hybrid systems and out to the edge. Now, as those demarcation lines become more gray, a hybrid world is emerging that is going to require hardware and software investments that reduce latency and are proximate to users buildings and distributed infrastructure. So we see spending in certain key areas, continuing to be strong across the board, will require connecting on-prem to cloud in edge workloads. Here's where it CIOs see the action, asked to cite the technologies that will get the most attention in the next 12 months. These seven stood out among the rest. No surprise that cyber comes out as top priority, with cloud pretty high as well. But interesting to see the uptick in collaboration in networking. Execs are seeing the importance of collaboration technologies for remote workers. No doubt, there's lots of Microsoft Teams in that bar. But there's some pent up demand it seems for networking, we find that very interesting. Now, just to put this in context, in a spending context. We'll share a graphic from a previous breaking analysis episode. This chart shows the net score or spending momentum on the vertical axis. And the market share or pervasiveness in the ETR data set on the horizontal axis. The big four areas of spend momentum are cloud, ML and AI, containers in RPA. This is from the January survey, we don't expect a big change in the upcoming April data, we'll see. But these four stand out above the 40% line that we've highlighted, which to us is an indicator of elevated momentum. Now, note on the horizontal axis only cloud, cloud is the only sector that enjoys both greater than 60% market share on the x axis, and is above the 40% net score line and the y axis. So even though security is a top priority as we were talking about earlier. It competes with other budget items, still right there certainly on the horizontal axis, but it competes with other initiatives for that spend momentum. Okay, so key takeaways. Seven to 8% tech spending growth expected for 2021. Cloud is leading the charge, it's big and it has spending momentum, so we don't expect a big rotation out of cloud back to on-prem. Now, having said that, we think on-prem will benefit from a return to a post isolation economy. Because of that pent up demand. But we caution we think there are some headwinds, particularly in the storage sector. Rotation away from tech in the stock market is not based on a fundamental change in spending in our view, or demand, rather it's stock market valuation math. So there should be some good buying opportunities for you in the coming months. As money moves out of tech into those value stocks. But the market is very hard to predict. Oh 2020 was easy to make money. All you had to do is buy high growth and momentum tech stocks on dips. 2021 It's not that simple. So you got to do your homework. And as we always like to stress, formulate a thesis and give it time to work for you. Iterate and improve when you feel like it's not working for you. But stay current, and be true to your strategy. Okay, that's it for today. Remember, these episodes are all available as podcasts wherever you listen. So please subscribe. I publish weekly in siliconangle.com and wikibond.com and always appreciate the comments on LinkedIn. You can DM me @dvellante or email me at david.vellante@siliconangle.com. Don't forget to check out etr.plus where all the survey data science actually resides. Some really interesting things that they're about to launch. So do follow that. This is Dave vellante. Thanks for watching theCube Insights powered by ETR. Good health to you, be safe and we'll see you next time.
SUMMARY :
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Justin Bauer, Amplitude | AWS Startup Showcase
(upbeat techno music) >> Well, good day. And thank you for joining us here on theCUBE. John Walls here, bringing you this conversation as part of the AWS Startup Showcase. And we're joined by Justin Bauer, who is the SVP of Product for Amplitude. And Justin, good to see you today. How are you doin? >> I'm doing great. Thank you for having me, John. >> Oh, you beat, no, a pleasure. Looking forward to it. You know, personalization. That's what everybody's talking about these days, and how do we better personalize our our digital presence, our digital products, you know, how do we get much more acutely aware of the end-user at the end of the day and grow? I know that's what Amplitude's all about. So maybe if you'd just give us a 30,000 foot perspective on that, about your thoughts about personalization today and how Amplitude tries to affect that. >> For sure, yeah. So I think, first-off, personalization matters because it actually works. I think we live in a world where, as you know we're drowning in content and distraction and it's been proven that customers respond better to digital experiences that are more personalized, that are more relevant for them. And frankly just save them time. And the nice thing about this is not only the customers benefit, but companies do too. We actually see that a big impact on a company's bottom line, if they're able to deliver a more relevant customer experience to them, because that leads to better engagement, better return (audio crackling drowns out speaker) and higher loyalty and lifetime value for those customers. >> So, well, let's just go right to an example then. I know you worked with a lot of different people. If there's anybody in particular that stands out, maybe give us an idea of a case study here about what practices you put into place, the kind of evaluations that you do, and ultimately, the service that you're providing that allows them to increase sales and get a little more stickiness with their customer. >> Yeah, that's great, that's great. So I think one company, a customer of ours we're working with right now on this, is actually Chick-fil-A. So people probably familiar with Chick-fil-A. Their mission is to be the most customer-caring company in the world, which I love. In personalization, it's critical to that strategy because it helps them create a more relevant and seamless experience for their customers. And the experience itself in the app is actually pretty simple, which is the magic of personalization. So you open the Chick-fil-A app, you see a list of menu items, and those items are relevant to you based on your previous behavior. After you order your entree, you're then offered a list of personalized sides. And then after that, a list of personalized drinks. And the great thing is that as new items get introduced to the menu by Chick-fil-A, you see the ones that are most relevant to you, based on predicted affinity, and all of the machine learning that we're doing in the background. And so really now Chick-fil-A is actually, they're able to deliver a customized menu for everyone that automatically updates based on your behavior, your preferences. And I think the real beauty of this is that they're able to configure all of this by a marketer through a simple UI. This did not require an army of data scientists or engineers. They're able to use the Amplitude platform to build out this entire experience for their customers. >> Right? Cause I mean, it seems like there'd be an enormous amount of analytics that you have to apply here, right? That because you got all this structured and unstructured data, ya know, it's all over the place, right? And a lot of times people don't even know what they have on hand. And so you got to help them sift through all this, right? So let's talk about that process a little bit for somebody who's watching and thinking about, "Well, that's all sounds well and good, "but how do you, kind of, automate this? "How do you make it so "that we don't have to invest a lot "in a team dedicated solely to, ya know, "sifting through our data "and making it valuable for us?" >> Yeah. I mean, I think that's the beauty of of Amplitude actually offering this in that that's actually our original first product, Product Analytics. That's what we've done. So we've actually made an out-of-the-box system that can read from all your different data sources. So whether those be your product sources, marketing channels, data that sits in your data warehouse. But it's not just piping that data. We then combine that into a unique identity, a profile for that customer, across all those different touch points, and also have out-of-the-box data governance so that you can make sure you maintain the quality of that data profile over time. And then that gets fed into our, what we call our behavioral graph. It's our database that's actually built to both understand and predict future behavior. And so all of this happens effectively out of the box for our customer. They don't need to do any of this themselves. We're managing all this for them. And then what they experience is an analytics application. So they can analyze that user behavior, understand kind of what the drivers of different things like engagement retention are, and then use that to actually personalize the product experience. >> And you mentioned machine learning. Talk about that aspect of this. I mean, how much more capability you have now because of what ML can deliver. And in some ways it adds some complexity but also, obviously, delivers exponentially, I would think, in benefit and value at the end of the day. >> Yeah, for sure. I mean, you, it's just not possible to do one-to-one personalization without machine learning. I think that's actually, when we talk about the benefits and the advantages of personalization, it's probably even worth taking a step back. Like, there's a lot of different types of personalization. I think when you want to do behavioral personalization, where you're truly getting to one-to-one experiences, you have to use machine learning. Now, you compare that to maybe like demographic personalization, which is actually, I think, when most companies talk about when they're doing personalization, they're actually doing demographic personalization. That's like, "Are you a male or female? "What's, do you live in a city or a suburb?" But the reality is like, that light segmentation, it's not really that effective. Like, do all women who live in a city behave the same? Like, obviously not. (laughs) And so we want instead to use behavior, because your past behavior is the best predictor of your future behavior, and you need machine learning to be able to actually come up with, for an individual, what is their likelihood, propensity, to actually engage on any piece of content? Of which, think about, for, you can think about Chick-fil-A, how many different items they have in a menu? You can think about, like, we work with a content company that has millions of different articles, and they want to figure out what's the right article to put in front of you. Like, that's just not possible to actually analyze that by hand nor actually orchestrate that in real time without actually leveraging machine learning. And so that's the exciting thing that's happened with new advances in supervised and unsupervised learning models. That we can actually do those in generalizable ways for our customers. >> We've talked a lot about behavioral, so that's obviously metrics you can track, right?. I saw something, I clicked on something. I acted on something and watched something. These are all very measurable activities. On the other hand, though, as you know in the consumer space, a lot of it's emotionally driven too. Ya know, I make decisions based on my feelings or my thoughts or whatever. Can you, can you do any kind of unpeeling of my motivation in this? Almost like empathetic investigation so that you have an idea of what social cues I'm emanating, or I'm sending it off, say, "Hey, yeah, we can "we can get John this way too." >> Yeah. So I think a lot of it is, I mean, we're talking a lot about the science of product development, for sure, and how you bring personalization leveraging data. There is then the art of actually understanding. Like, what are the emotional states that users are in? And like, this isn't to say that the ability to personalize the product means that you're not actually bringing the art as well. Like you act, it actually is about both the art and the science coming together. And so you still need to, like, you're still going to talk to your customers. You're still going to understand them and kind of what their different need-states are, but this is then taking what you have, which you've built as a great product, then how do you optimize that? That's why we call it an optimization system. And actually deliver the best experience, based on that customer's behavior. >> So just to kind of flip this a little bit then, what are you doing, Amplitude, what are you doing that hasn't been done before? I can, I understand that a lot of people think personalization just hasn't, has a great horizon, has a lot of great promise. Well, but we're not there yet. I mean, what haven't we delivered on yet that you think Amplitude is improving on and refining this capability? >> Yeah. So I think there are a couple things there as to why we haven't fully seen the promise of personalization deliver. Though we, and I would say, we're really starting to see that chasm emerge, where there are some companies that you know, you think of, you know, Netflix, like, obviously, Amazon and others, who've done, who've been really successful here. But they've done it through armies of people. What hasn't happened is a self-serve way of doing this so that it does not require massive investments in technical resources. And so what we've solved for are three things. One, we've already talked about it, but it's just so true. Like, this actually in and of itself is not an ML problem first, it's actually a trustworthy data problem. (chuckles) Do you actually have the behavioral data that you can trust? Can you actually capture that across the entire customer journey? Cause you can't personalize a journey if you don't even know what your users are doing to begin with. So you have to start there at that foundational level. And that is a big part of our secret sauce is that we've built a database specifically catered to helping you understand that journey of that customer across all the different platforms and channels that they do. That's not easy to actually unify behavior in that fashion and allow you to analyze that in real time. So that's the first thing that we did, is build that database. So that's number one. And that's just the foundation. You have to have that, like I said I think so many companies fail because they think, "We can go hire ML engineers." But if you don't have the foundation, it's not going to work. The second thing isn't necessarily technological, it's more cultural, but it is really critical. And I think our analytics application has helped a lot here, which is you've got to break down the silos between marketing, product, engineering, and data science. You actually have, you have to have all of them working together to really be able to fulfill the promise of personalization because you have to be aligned on, "What's the outcome we're trying to drive?" Like, that's actually how, I literally can walk you through like the, how the actual product works. But the first starting point is, "What are we trying to accomplish?" (chuckles) Like, in the Chick-fil-A example, it is, "We want people to buy more than one item." Okay, so that's your goal. Like, you have to get alignment that that is the goal. Cause if everyone's arguing about different goals, it doesn't matter what ML model, like the model needs to know what we're trying to actually focus in on. And so how do you bring people together? And you do that through shared understanding of data. Like you do that through, we call it a North Star. Like, "We're aligned and what is the North Star that we're focused on?" And can you measure that? And that's analytics, is focused in on that. And then when you have both of those, you've got behavioral data, you understand the journey of a customer, you're aligned on the goals and outcomes you care about. Then you can leverage machine learning to actually deliver that personalized experience. And the advances that we're making there are in actually doing that in a generalizable fashion. So that does not have to be custom built for every single use case. And our models are now able, that we can run a model, basically, every hour to update for a customer, and that scales horizontally. >> Well, I know Chick-fil-A certainly has a track record. That is inarguable, right? And, and you've had a lot to do with satisfying that appetite for success. So Justin, congratulations to Amplitude. It's been a real pleasure speaking with you and thanks for the time today. >> Of course, no, it's been great, thank you for having me. >> Excellent, speaking with Justin Bauer, the Senior Vice President of Product at Amplitude. And you've been watching the AWS Startup Showcase here on theCUBE. (soft marimba-techno music)
SUMMARY :
And Justin, good to see you today. Thank you for having me, John. of the end-user at the because that leads to better engagement, the kind of evaluations that you do, to you based on your previous behavior. of analytics that you that you can make sure And you mentioned machine learning. And so that's the exciting thing that you have an idea of what that the ability to what are you doing that in that fashion and allow you with you and thanks for the time today. thank you for having me. the AWS Startup Showcase
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Venkat Krishnamachari & Kandice Hendricks | CUBE Conversation, March 2021
(bright instrumental music) >> Well, thank you for joining us here as we continue our series of CUBE Conversations on the AWS Startup Showcase. John Walls here on theCUBE again, glad to have you with us. We're joined by a couple of guests today. I'd like to introduce them to you. I'm joined by Venkat Krishnamachari who's the Co-Founder and CEO of MontyCloud, and, Venkat, good to see you today, sir. Thanks for being with us. >> Good to see you, John. >> And also with us is Kandice Hendricks. Who's the delivery architect at GreenPages and, Kandice, thank you for your time as well today. >> Thank you. >> But, Venkat, I'd like you to lead off a little bit just for our viewers who aren't too familiar with MontyCloud. Share with us a little bit about the origins of your company and the services that you're providing. >> Sure thing John, thank you for taking the time. MontyCloud is an autonomous cloud operations company. our origins rest in thinking about our customers from a cloud perspective on what can cloud do for customers. We've been in the enterprise background workspace for a long time. Me and my team members, we have been part of larger companies like Microsoft, AWS, Commvault. So in our journey, what we understood is anytime there is a technology shift that's happening, customers that are able to leverage that technology in a simpler way, are able to innovate better. We realize cloud is so powerful, but sort of complex. We figure it's a, with great power comes great responsibility. And with cloud there's a lot of shared responsibilities that come to customers. We asked this question, how can we help our customers deliver on their part of the shared responsibility in a much easier way than the current situation is, so they can innovate faster and move their business forward. So MontyCloud was born out of understanding larger platform shifts that happen around us all the time, and how we can help customers thrive on that environment. >> We're talking about customers and it's kind of these conundrums that they find themselves in as they're trying to make these big shifts and they have a lot of concerns. GreenPages, one of your clients, and Kandice, I'd like you to come in and maybe tell us a little bit about GreenPages and then I'm going to shift over to how you got to MontyCloud and about that relationship. But first off just give me the 30,000 foot level on GreenPages. >> GreenPages being also a consulting firm working with our clients to solve complex issues as well for security compliance and any of the cloud adoption migration needs. We've been in business since 1992 and I've had the pleasure to work with MontyCloud for quite some time now. I know I've been here just a few years at GreenPages and have been with MontyCloud from the start. And it's just such an awesome team work that we have together solving some of those issues for our clients. >> Venkat touched on a few of those, and they're concerns that I'm sure you share with many other companies, you know, about compliance studies of operation, about TCCO, right? You've got a lot of things on your plate. What were your concerns and what were your goals that you took to MontyCloud and you said, we want to get here, help us. >> So Green Page just started out like as more of VMware player, really strong in the VMware marketplace and it slowly adopted into a CSP and offering more cloud native solutions and problems. But one of the things that really drove us to MontyCloud was their skill levels was far beyond what we could provide as consultants. Like we had the administrative skills but not as strong on the development side and MontyCloud just shines when it comes to the development side and really assisting us and being a great partner with what we need to achieve those goals with our clients. >> So, Venkat, the autonomous CloudOps, this transformation toward this service that you're providing, take that in pieces, if you would, about just how that has evolved and how you define autonomous, in this case, and what are those components? >> Sure thing, thank you, Kandice. It's been fantastic working with GreenPages as well. So, John, I'll take a small example of how GreenPages as a partner, you know, we look at them as a partner in a way to help customers. What Kandice is alluding to is the cloud development aspects. What we figured is MSPs, IT departments across large scale enterprises, all of them are trying to get their internal teams to consume the cloud better and modernize their infrastructure, and build intelligent applications. In all three aspects, we learned that there's undifferentiated amount of heavy development that every team has to do. We started thinking about how can we automate that, and when we say, hey, we can develop for our customers, we truly develop an autonomous approach. Our platform automates those development aspects for customers such that when a customer wants to go to cloud, wants to set up the guardrails, want to set up their self-service provisioning and get to intelligent applications, for every layer, we have developed a repeatable, reusable platform that fills the gap, like the gap that Kandice was pointing out, is the gap in cloud skills and cloud knowledge and cloud development skills. We augment our platform, which fills the gap, and also the tooling gap that comes along with cloud, both of that we've been able to work with partners like GreenPages, and several customers and give them the power of cloud automation with a platform approach back to them. That's what we've been specializing on. >> Venkat, when you talk to a customer and not just GreenPages but customers in general, are there common concerns? Are there challenges that everybody seems to have or think, you know, big buckets security would be one compliance is a cost, obviously, but what is it that you hear from customers, and then in turn, how do you then transform your company, or to meet their needs? How have you kind of reconfigured your approach to address those concerns? >> Sure thing, John. See, our platform is called MontyCloud DAY2. Here's why, or maybe that background might help. We know, day one mindset matters when it comes to digital transformation and technology adoption. But what we also know from experience is day two comes after day one, and most customers are under prepared for the cloud operations that they need to deliver. Ever wonder why large companies, such as Amazon AWS is able to operate a massive data center with just few people? Is able to deliver global scale services with fewer engineers behind it? The power of automation that large companies use is not readily available to customers who are also consuming the cloud. So we looked at that problem space and said, how do we help? And what we learned from hundreds of customers conversations is that there are three things that seem to matter and three things that digital transformation leaders are doing better. We understood those three important things and started automating them. So every customer that's taking the cloud journey can benefit from it. The three things we gathered are, first, most customers are trying to do undifferentiated heavy lifting when it comes to consuming the cloud. For that, they are looking to simplify deployments. Leaders in the space are simplifying deployments, enabling their builders, developers, to move fast without them worrying about the underlying infrastructure. So simplifying deployment is a number one thing that we have understood that's important to solve. The second thing is visibility. Having a visibility into what the cloud footprint is automatically puts leaders in a spot where they can ask questions about, now that I got visibility, what's my compliance posture? What's my security posture? Where do I spend money? Where do I save money? All of that rests on top of a continuous visibility framework. So leaders do that really well. The third thing we understood from customers that they do well is keep an eye on day two, keep an eye towards reducing the total cost of cloud operations, not just the cloud bill. You see, when you go to the cloud, initially is you test the water with couple of applications, things work and businesses grow. Now, the consumption grows higher. You really want to have more and more cloud powered workloads which means the footprint is going to go larger. What we don't want is as the cloud footprint grows, you don't want the cloud bill to be inconsistently growing. You don't want to security compliance and operational overheads to grow along with the cloud footprint. You want those lines trends to drop while the footprint grows, which means the approach that leadership position that customers take is how do I think about my total cost of cloud operations, and who can help? So these are the three areas we spent time understanding and automating. That's the approach we take, John. >> So, Kandice, back when Venkat was talking about Day2 I saw you smile a little bit, right? 'Cause I think you do have this kind of like now what moment, right? You've given me all these great capabilities. We have a whole new tech, our life is great, now what? You know, what happens tomorrow? Day two, which I think is genius. So let's look at GreenPages. What was your day two experience or your now what experience in terms of now that you've been handed this bright, new, shiny well-oiled machine, if you will, concerns that you had about maintaining, sustainability, about adding new apps, adding new services, microservices, all these things, that might be, you know, with different technologies that weren't there before? >> Right, so I'm very familiar with MontyCloud DAY2 platform and it's incredible, especially for the small businesses, it's really trying to adopt that enterprise level automation and simplicity. So that's what DAY2 provides. What our relationship with GreenPages has enhanced is their ability to improve and innovate on their DAY2 platform, because a lot of the projects that we've worked together as a team have built the ground, you know, some of the refactoring and the enhancements of their DAY2 platform which they've had for quite some time So our partnership in that development has helped drive some of the underlying functionality of the DAY2 platform, if that makes sense. >> Sure, and, Venkat, as we know, cost is key, and that is the bottom line, right? You know, help me be more efficient, help me be more compact, but help me save money, right? So at the end of the day, how have you addressed that? How are you providing these additional values at lowered costs in terms of what the client can see at the end of the day? >> That's a great question, John There's a little bit of fogginess in cost, right? What we repeatedly see is cost of cloud bills but cloud bills are usually shockers. People are not getting used to that yet. The consumption economics has changed the capex model to opex model. While that is great, if you don't understand where you're spending the cost, that's a challenge. There's a whole slew of startups and companies helping understand the cloud bill. We took an approach of not just the cloud bill being the problem, right? That is a challenge of a skill gap. Customers wanting to go to cloud need to go hire a lot of specialized talent. That's hard to combine, to get their cloud operations started the right way. We've seen customers go into cloud and only realize this is not working. It's the Wild Wild West in terms of growth. So they do a V2 version of their own cloud again. So we see challenges, whether it's a skill gap that's adding to cost. Then there is cloud bill, obviously. Then there's a tooling gap. Traditional solutions that are not built for the cloud and built in the cloud, don't lend themselves very well for cloud operations. Security is a good example. Compliance is a good example. Ongoing routine automations is a good example. In all three cases what we find customers repeatedly do is they have a chance of either building it themselves, which is expensive and hard to maintain, or they go after specialized tooling, which again brings you the host of integration problems. We looked at it and said, how do we help customers use cloud native tooling? For example, there are no third party agents in MontyCloud DAY2. There is no need to go buy a third party security or compliance or governance tool. We looked at cloud native offerings from Amazon, for example, and we automated them at a higher order and put that power back in the customer's hands. Which means what our customers were able to do is from connecting to MontyCloud, to setting up a cloud operations that is continuously going to reduce the total cost of operations. They can go from zero to that state in couple of days by themselves, within hours, they'll be productive, and they don't have to go close the skill gap. They don't have to buy a third party tooling, and then ongoing basis, they're going to get all the benefits of what AWS provides, in terms of cost optimization, which our platform can contextualize and give it in the customer's hands. So there are many layers you have to cut cost and understanding that's very important to us. And it's been very helpful to talk to our customers and innovate on all the layers on their behalf. >> Well, you certainly, I think you've hit all the big pieces, right? If you've lowered the costs, full visibility, simple deployment, it's a winning combination, and congratulations on that, and thank you both. It sounds like you've got a pretty good thing going, GreenPages and MontyCloud, and we wish you continue to success down the road. Thank you both for joining us here on theCUBE. >> Thank you, John. >> Thank you, Kandice, thank you, John. >> You've been watching theCUBE conversation here on AWS Startup Showcase. I'm John Walls, your host, and thank you for joining us. We'll see you next time around. (gentle instrumental music)
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and, Venkat, good to see you today, sir. Who's the delivery architect at GreenPages and the services that you're providing. customers that are able to and then I'm going to shift over and any of the cloud that I'm sure you share to achieve those goals with our clients. and also the tooling gap and operational overheads to grow concerns that you had about of the DAY2 platform, if that makes sense. and they don't have to and we wish you continue and thank you for joining us.
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William Murphy, BigID | AWS Startup Showcase
(upbeat music) >> Well, good day and thank you for joining us as we continue our series here on theCUBE of the AWS Startup Showcase featuring today BigID. And with us is Will Murphy, who's the Vice President of the Business Development and Alliances at BigID. Will, good day to you, how are you doing today? >> Thanks John, I'm doing well. I'm glad to be here. >> Yeah, that's great. And theCUBE alum too, I might add so it's nice to have you back. Let's first off, let's share the BigID story. You've been around for just a handful of years. Accolades coming from every which direction so obviously what you're doing, you're doing very well. But for our viewers who might not be too familiar with BigID, just give us a 30,000 foot level of your core competence. >> Yeah absolutely. So actually we just had our five-year anniversary for BigID, which we're quite excited about. And that five year comes with some pretty big red marks. We've raised over $200 million for a unicorn now. But where that comes to and how that came about was that we're dealing with longstanding problems with modern data landscapes, security governance, privacy initiatives. And starting in 2016 with the authorship of GDPR, the European privacy law organizations had to treat data differently than they did before. They couldn't afford to just sit on all this data that was collected. For a couple reasons, right? One of them being that it's expensive. So you're constantly storing data whether that's on-prem or in the cloud as we're going to talk about. There's expense to that. You have to pay to secure the data and keep it from being leaked, You have to pay for access control, you have to pay for a lot of different things. And you're not getting any value out of that. And then there's the idea of the customer trust piece, which is like if anything happens to that data, your reputation as a company and the trust you have between your customers and your organization is broken. So BigID, what we did is we decided that there was a foundation that needed to be built. The foundation was data discovery. If an organization knows where its data is, whose data it is, where it is, and what it is and also who has access to it, they can start to make actionable decisions based on the data and based on this new data intelligence. So, we're trying to help organizations keep up with modern data initiatives. And we're empowering organizations to handle their data, sensitive, personal regulated. What's actually quite interesting is we allow organizations to define what's sensitive to them because like people, organizations are all different. And so what's sensitive to one organization might not be to another. It goes beyond the wall. And so we're giving organizations that new power and flexibility. >> And this is what I still find striking is that obviously with this exponential growth of data you got machine learning, just bringing billions of inputs. It seems like right now. Also you had this vast reservoir of data. Is that the companies in large part don't know a lot about the data that they're harvesting and where it is, and so it's not actionable. It's kind of dark data, right? Just out there residing. And so as I understand it, this is your focus basically is to tell people, hey here's your landscape, here's how you can better put it to action why it's valuable and we're going to help you protect it. And they're not aware of these things which I still find a little striking in this day and age >> And it goes even further. So you know, when you start to reveal the truth and what's going on with data, there's a couple things that some organizations do. And enter the human instincts. Some organizations want to bury their head in the sand like everything's fine. Which is as we know and we've seen the news frequently not a sustainable approach. There's the like let's be we're overwhelmed. Yeah. We don't even know where to start. Then there's the unnatural reaction, which is okay, we have to centralize and control everything. Which defeats the purpose of having shared drives and collaboration in geographically disparate workforces, which we've seen in particularly over the last year, how important that resiliency within organizations is to be able to work in different areas. And so it really restricts the value that organizations can get from their data, which is important. And it's important in a ton of ways. And for customers that have allowed their data to be stored and harvested by these organizations, like they're not getting value out of it neither. It's just risk. And we've got to move data from the liability side of the balance sheet to the assets side of the balance sheet. And that comes first and foremost with knowledge. >> So everybody's going cloud, right? Used to be, you know, everybody's on prem. And all of a sudden we build a bigger house. And so because you build a bigger house, you need better security, right? Your perimeter's got to grow. And that's where I assume AWS has come in with you. And this is a two year partnership that you've been engaged with in AWS. So maybe shine a little light on that. About the partnership that you've created with AWS and then how you then in turn transition that to leverage that for the benefit of your customer base. >> Yeah. So AWS has been a great partner. They are very forward-looking for an organization as large as they are. Very forward looking that they can't do everything that their customers need. And it's better for the ecosystem as a whole to enable small companies like us, and we were very small when we started our relationship with them, to join their partner organization. So we're an advanced partner now. We're part of ISV Accelerate. So it's a slightly more lead partner organization. And we're there because our customers are there. And AWS like us, we both have a customer obsessed culture. But organizations are embracing the cloud. And there's fear of the cloud, but there really shouldn't be in the way that we thought of it maybe five or 10 years ago. And that companies like AWS are spending a lot more money on security than most organizations can. So like they have huge security teams, they're building massive infrastructure. And then on top of that, companies themselves can can use products like big ID and other products to make themselves more secure from outside threats and from inside threats as well. So we are trying to with them approach modern data challenges well. So even within AWS, if you put all the information in like let's say S3 buckets, it doesn't really tell you anything. It's like, you know, I make this analogy sometimes. I live in Manhattan and if I were to collect all the keys of everybody that lived in a 10 block radius around me and put it into a dumpster and keep doing that, I would theoretically know where all the keys were. They're in the dumpster. Now, if somebody asked me, I'd like my keys back, I'd have a really hard time giving them that. Because I've got to sort through, you know, 10,000 people's keys. And I don't really know a lot about it. But those key say a lot, you know? It says like, are you in an old building? Are you in a new building? Do you have a bike? Do you have a car? Do you have a gym locker? There's all sorts of information. And I think that this analogy holds up for data but ifs of the way you store your data is important. But you can gain a lot of theoretically innocuous but valuable information from the data that's there, while not compromising the sensitive data. And as an AWS has been a fabulous partner in this. They've helped us build a AWS security, have integration out of the box. We now work with over 12 different AWS native applications from anything like S3, Redshift, Athena, Kinesis, as well as apps built on AWS, like Snowflake and Databricks that we connect to. And in AWS, the technical teams, department teams have been an enormous part of our success there. We're very proud to have joined the marketplace, to be where our customers want to buy enterprise software more and more. And that's another area that we're collaborating in joint accounts now to bring more value and simplicity to our joint customers. >> So what's your process in terms of your customer and evaluating their needs? 'Cause you just talked about it earlier that you had different approaches to security. Some people put their head in the sand, right? Some people admit that there's a problem. Some people fully are engaged. So I assume there's also a different level of sophistication in terms of what they already have in place and then what their needs are. So if you were to shine a little light on that, about assessing where they are in terms of their data landscape. And now AWS and its tools, which you just touched on. You know, the multiple tools you have in your service. Now, all that comes together to develop what would be I guess, a unique program for a company's specific needs. >> It is. We started talking to the largest enterprise accounts when we were founded and we still have a real proclivity and expertise in that area. So the issues with the large enterprise accounts and the uniqueness there is scale. They have a tremendous amount of data: HR data financial data, customer data, you name it. Right? Like, we could go dry mouth talking about how many insane data so many times with these large customers. For AWS, scale wasn't an issue. They can store it. They can analyze it. They can do tons with it. Where we were helping is that we could make that safer. So if you want to perform data analytics, you want to ensure that sensitive data is not being part of that. You want to make sure you're not violating local, national or industry specific regulations. Financial services is a great example. There's dozens of regulations at the federal level in United States. And each state has their own regulations. This becomes increasingly complex. So AWS handles this by allowing an amazing amount of customization for their customers. They have data centers in the right places. They have experts on vertical specific issues. BigID handles this similarly in some ways, but we handle it through extensibility. So one of our big things is we have to be able to connect to everywhere where our customers have data. So we want to build a foundation of like let's say first, let's understand the goals. Is the goal compliant with the law? Which it should be for everybody. That should just be like, we need to comply with the law. Like that's easy. Yeah. Then there's the next piece, like are we dealing with something legacy? Was there a breach? Do we need to understand what happened? Are we trying to be forward-looking and understanding? We want to make sure we can lock down our most sensitive data. Tier our storage, tier our security, tier are our analytics efforts which also is cost-effective. So you don't have to do everything everywhere. Or is the goal a little bit like we needed to get our return on investment faster. And we can't do that without de-risking some of that. So we've taken those lessons from the enterprise where it's exceedingly difficult to work because of the strict requirements because the customers expect more. And I think like AWS, we're bringing it down market. We have some new product coming out. It's exclusive for AWS now called SmallID, which is a cloud native. A smaller version, lighter weight version of our product for customers in the more commercial space. In the SMB space where they can start to build a foundation of understanding their data for protection and for security, for privacy. >> Will, and before I let you go here what I'd like to hear about is practical application. You know, somebody that you've, you know, that you were able to help and assist, you evaluated. 'Cause you've talked about the format here. You talked about your process and talked about some future, I guess, challenges, opportunities. But just to give our viewers an idea of maybe the kind of success you've already had. To give them a perspective on that. Just share a couple of stories, if you wouldn't mind. Whether there's some work that you guys did and rolled up your sleeves and created that additional value for your customers. >> Yeah, absolutely. So I'll give a couple examples. I'm going to keep everyone anonymized. As a privacy based company, in many ways, we try to respect-- >> Probably a good idea, right? (Will chuckles) >> But let's talk about different types of sensitive data. So we have customers that intellectual property is their biggest concern. So they do care about compliance. They want to comply with all the local and national laws where their company resides and all their offices are. But they were very concerned about sensitive data sprawl around intellectual property. They have a lot of patents. They have a lot of sensitive data that way. So one of the things we did is we were able to provide custom tags and classifications for their sensitive data based on intellectual property. And they could see across their cloud environment, across their on-premise environment, across shared drives et cetera, where sensitive data had sprawl. Where it had moved, who's having access to it. And they were able to start realigning their storage strategy and their content management strategy, data governance strategy, based on that. And start to move sensitive data back to certain locations, lock that down on a higher level. Could create more access control there, but also proliferate and share data that more teams needed access to. And so that's an example of a use case that I don't think we imagined necessarily in 2016 when we were focused on privacy but we've seen that the value can come from it. Yeah. >> So it's a good... Please, yeah, go ahead. >> No, I mean, the other (mumbles). So we've worked with some of the largest AWS customers in the world. Their concern is how do we even start to scan the Tedder terabytes and petabytes of data in any reasonable fashion without it being out of date. If we create this data map, if we create this data inventory, it's going to be out of date day one. As soon as we say, it's complete, we've already added more. >> John: Right. >> That's where our scalability fits in. We were able to do a full scan of their entire AWS environment in months. And then keep up with the new data that was going into their AWS environment. This is huge. This was groundbreaking for them. So our hyper scan capability that we brought out, that we rolled out to AWS first, was a game changer for them. To understand what data they had, where it is, who's it is et cetera, at a way that they never thought they could keep up with. You know, I brought back to the beginning of code when the British government was keeping track of all the COVID cases on spreadsheets and spreadsheets broke. It was also out of date. As soon as they entered something else it was already out of date. They couldn't keep up with it. Like there's better ways to do that. Luckily they think they've moved on from that manual system. But automation using the correct human inputs when necessary. Then let machine learning, let big data take care of things that it can. Don't waste human hours that are precious and expensive unnecessarily. And make better decisions based on that data. >> Yeah. You raised a great point too which I hadn't thought of about. The fact is, you do your snapshot today and you start evaluating all their needs for today. And by the time you're able to get that done their needs have now exponentially grown. It's like painting the golden gate bridge. Right? You get done and now you got to paint it again, except it got bigger. We added lanes, but anyway. Hey, Will. Thanks for the time. We certainly appreciate it. Thanks for joining us here on the startup showcase. And just remind me that if you ever asked for my keys keep them out of that dumpster. Okay? (Will chuckles) >> Thanks, John. Glad to be here. >> Pleasure. (soft music)
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Spotlight Track | HPE GreenLake Day 2021
(bright upbeat music) >> Announcer: We are entering an age of insight where data moves freely between environments to work together powerfully, from wherever it lives. A new era driven by next generation cloud services. It's freedom that accelerates innovation and digital transformation, but it's only for those who dare to propel their business toward a new future that pushes beyond the usual barriers. To a place that unites all information under a fluid yet consistent operating model, across all your applications and data. To a place called HPE GreenLake. HPE GreenLake pushes beyond the obstacles and limitations found in today's infrastructure because application entanglements, data gravity, security, compliance, and cost issues simply aren't solved by current cloud options. Instead, HPE GreenLake is the cloud that comes to you, bringing with it, increased agility, broad visibility, and open governance across your entire enterprise. This is digital transformation unlocked, incompatibility solved, data decentralized, and insights amplified. For those thinkers, makers and doers who want to create on the fly scale up or down with a single click, stand up new ideas without risk, and view it all as a single agile system of systems. HPE GreenLake is here and all are invited. >> The definition of cloud is evolving and now clearly comprises hybrid and on-prem cloud. These trends are top of mind for every CIO and the space is heating up as every major vendor has been talking about as-a-Service models and making moves to better accommodate customer needs. HPE was the first to market with its GreenLake brand, and continues to make new announcements designed to bring the cloud experience to far more customers. Come here from HPE and its partners about the momentum that they're seeing with this trend and what actions you can take to stay ahead of the competition in this fast moving market. (bright soft music) Okay, we're with Keith White, Senior Vice President and General Manager for GreenLake at HPE, and George Hope, who's the Worldwide Head of Partner Sales at Hewlett Packard Enterprise. Welcome gentlemen, good to see you. >> Awesome to be here. >> Yeah. Thanks so much. >> You're welcome, Keith, last we spoke, we talked about how you guys were enabling high performance computing workloads to get green-late right for enterprise markets. And you got some news today, which we're going to get to but you guys, you put out a pretty bold position with GreenLake, basically staking a claim if you will, the edge, cloud as-a-Service all in. How are you thinking about its impacts for your customers so far? >> You know, the impact's been amazing and, you know, in essence, I think the pandemic has really brought forward this real need to accelerate our customer's digital transformation, their modernization efforts, and you know, frankly help them solve what was amounting to a bunch of new business problems. And so, you know, this manifests itself in a set of workloads, set of solutions, and across all industries, across all customer types. And as you mentioned, you know GreenLake is really bringing that value to them. It brings the cloud to the customer in their data center, in their colo, or at the edge. And so frankly, being able to do that with that full cloud experience. All is a pay per use, you know, fully consumption-based scenario, all managed for them so they get that as I mentioned, true cloud experience. It's really sort of landing really well with customers and we continue to see accelerated growth. We're adding new customers, we're adding new technology. And we're adding a whole new set of partner ecosystem folks as well that we'll talk about. >> Well, you know, it's interesting you mentioned that just cause as a quick aside it's, the definition of cloud is evolving and it's because customers, it's the way customers look at it. It's not just vendor marketing. It's what customers want, that experience across cloud, edge, you know, multiclouds, on-prem. So George, what's your take? Anything you'd add to Keith's response? >> I would, you've heard Antonio Neri say it several times and you probably saying it for yourself. The cloud is an experience, it's not a destination. The digital transformation is pushing new business models and that demands more flexible IT. And the first round of digital transformation focused on a cloud first strategy. For our customers we're looking to get more agility. As Keith mentioned, the next phase of transformation will be characterized by bringing the cloud speed and agility to all apps and data, regardless of where they live, According to IDC, by the end of 2021, 80% of the businesses will have some mechanism in place to shift the cloud centric, infrastructure and apps and twice as fast as before the pandemic. So the pandemic has actually accelerated the impact of the digital divide, specifically, in the small and medium companies which are adapting to technology change even faster and emerging stronger as a result. You know, the analysts agree cloud computing and digitalization will be key differentiators for small and medium business in years to come. And speed and automation will be pivotal as well. And by 2022, at least 30% of the lagging SMBs will accelerate digitalization. But the fair focus will be on internal processes and operations. The digital leaders, however, will differentiate by delivering their customers, a dynamic experience. And with our partner ecosystem, we're helping our customers embrace our as-a-Service vision and stand out wherever they are. on their transformation journey. >> Well, thanks for those stats, I always liked the data. I mean, look, if you're not a digital business today I feel like you're out of business only 'cause.... I'm sure there's some exceptions, but you got to get on the digital bandwagon. I think pre-pandemic, a lot of times people really didn't know what it meant. We know now what it means. Okay, Keith, let's get into the news when we do these things. I love that you guys always have something new to share. What do you have? >> No, you got it. And you know, as we said, the world is hybrid and the world is multicloud. And so, customers are expecting these solutions. And so, we're continuing to really drive up the innovation and we're adding additional cloud services to GreenLake. We just recently went to General AVailability of our MLOps, Machine Learning Operations, and our containers for cloud services along with our virtual desktop which has become very big in a pandemic world where a lot more people are working from home. And then we have shipped our SAP HEC, customer edition, which allows SAP customers to run on their premise whether it's the data center or the colo. And then today we're introducing our new Bare Metal capabilities as well as containers on Bare Metal as a Service, for those folks that are running cloud native applications that don't require any sort of hypervisor. So we're really excited about that. And then second, I'd say similar to that HPC as a Service experience we talked about before, where we were bringing HPC down to a broader set of customers. We're expanding the entry point for our private cloud, which is virtual machines, containers, storage, compute type capabilities in workload optimized systems. So again, this is one of the key benefits that HPE brings is it combines all of the best of our hardware, software, third-party software, and our services, and financial services into a package. And we've workload optimized this for small, medium, large and extra-large. So we have a real sort of broader base for our customers to take advantage of and to really get that cloud experience through HPE GreenLake. And, you know, from a partner standpoint we also want to make sure that we continue to make this super easy. So we're adding self-service capabilities we're integrating into our distributors marketplaces through a core set of APIs to make sure that it plugs in for a very smooth customer experience. And this expands our reach to over 100,000 additional value-added resellers. And, you know, we saw just fantastic growth in the channel in Q1, over 118% year over year growth for GreenLake Cloud Services through the channel. And we're continuing to expand, extend and expand our partner ecosystem with additional key partnerships like our colos. The colocation centers are really key. So Equinix, CyrusOne and others that we're working with and I'll let George talk more about. >> Yeah, I wonder if you could pick up on that George. I mean, look, if I'm a partner and and I mean, I see an opportunity here.. Maybe, you know, I made a lot of money in the old days moving iron. But I got to move, I got to pivot my business. You know, COVID's actually, you know, accelerating a lot of those changes, but there's a lot of complexity out there and partners can be critical in helping customers make that journey. What do you see this meaning to partners, George? >> So I completely agree with Keith and through and with our partners we give our customers choice. Right, they don't have to worry about security or cost as they would with public cloud or the hyperscalers. We're driving special initiatives via Cloud28 which we run, which is the world's largest cloud aggregator. And also, in collaboration with our distributors in their marketplaces as Keith mentioned. In addition, customers can leverage our expertise and support of our service provider ecosystem, our SI's, our ISV's, to find the right mix of hybrid IT and decide where each application or workload should be hosted. 'Cause customers are now demanding robust ecosystems, cloud adjacency, and efficient low latency networks. And the modern workload demands, secure, compliant, highly available, and cost optimized environments. And Keith touched on colocation. We're partnering with colocation facilities to provide our customers with the ability to expand bandwidth, reduce latency, and get access to a robust ecosystem of adjacent providers. We touched on Equinix a bit as one of them, but we're partnering with them to enable customers to connect to multiple clouds with private on-demand interconnections from hundreds of data center locations around the globe. We continue to invest in the partner and customer experience, you know, making ourselves easier to do business with. We've now fully integrated partners in GreenLake Central, and could provide their customers end to end support and managing the entire hybrid IT estate. And lastly, we're providing partners with dedicated and exclusive enablement opportunities so customers can rely on both HPE and partner experts. And we have a competent team of specialists that can help them transform and differentiate themselves. >> Yeah, so, I'm hearing a theme of simplicity. You know, I talked earlier about this being customer-driven. To me what the customer wants is they want to come in, they want simple, like you mentioned, self-serve. I don't care if it's on-prem, in the cloud, across clouds, at the edge, abstract, all that complexity away from me. Make it simple to do, not only the technology to work, you figure out where the workload should run and let the metadata decide and that's a bold vision. And then, make it easy to do business. Let me buy as-a-Service if that's the way I want to consume. And partners are all about, you know, reducing friction and driving that. So, anyway guys, final thoughts, maybe Keith, you can close it out here and maybe George can call it timeout. >> Yeah, you summed it up really nice. You know, we're excited to continue to provide what we view as the largest and most flexible hybrid cloud for our customers' apps, data, workloads, and solutions. And really being that leading on-prem solution to meet our customer's needs. At the same time, we're going to continue to innovate and our ears are wide open, and we're listening to our customers on what their needs are, what their requirements are. So we're going to expand the use cases, expand the solution sets that we provide in these workload optimized offerings to a very very broad set of customers as they drive forward with that digital transformation and modernization efforts. >> Right, George, any final thoughts? >> Yeah, I would say, you know, with our partners we work as one team and continue to hone our skills and embrace our competence. We're looking to help them evolve their businesses and thrive, and we're here to help now more than ever. So, you know, please reach out to our team and our partners and we can show you where we've already been successful together. >> That's great, we're seeing the expanding GreenLake portfolio, partners key part of it. We're seeing new tools for them and then this ecosystem evolution and build out and expansion. Guys, thanks so much. >> Yeah, you bet, thank you. >> Thank you, appreciate it. >> You're welcome. (bright soft music) >> Okay, we're here with Jo Peterson the VP of Cloud & Security at Clarify360. Hello, Jo, welcome to theCUBE. >> Hello. >> Great to see you. >> Thanks for having me. >> You're welcome, all right, let's get right into it. How do you think about cloud where we are today in 2021? The definitions evolve, but where do you see it today and where do you see it going? >> Well, that's such an interesting question and is so relevant because the labels are disappearing. So over the last 10 years, we've sort of found ourselves defining whether an environment was public or whether it was private or whether it was hybrid. Here's the deal, cloud is infrastructure and infrastructure is cloud. So at the end of the day cloud in whatever form it's taking is a platform, and ultimately, this enablement tool for the business. Customers are consuming cloud in the best way that works for their businesses. So let's also point out that cloud is not a destination, it's this journey. And clients are finding themselves at different places on that road. And sometimes they need help getting to the next milestone. >> Right, and they're really looking for that consistent experience. Well, what are the big waves and trends that you're seeing around cloud out there in the marketplace? >> So I think that this hybrid reality is happening in most organizations. Their actual IT portfolios include a mix of on-premise and cloud infrastructure, and we're seeing this blurred line happening between the public cloud and the traditional data center. Customers want a bridge that easily connects one environment to the other environment, and they want end-to-end visibility. Customers are becoming more intentional and strategic about their cloud roadmaps. So some of them are intentionally and strategically selecting hybrid environments because they feel that it affords them more control, cost, balance, comfort level around their security. In a way, cloud itself is becoming borderless. The major tech providers are extending their platforms in an infrastructure agnostic manner and that's to work across hybrid environments, whether they be hosted in the data center, whether it includes multiple cloud providers. As cloud matures, workload environments fit is becoming more of a priority. So forward thinking where the organizations are matching workloads to the best environment. And it's sort of application rationalization on this case by case basis and it really makes sense. >> Yeah, it does makes sense. Okay, well, let's talk about HPE GreenLake. They just announced some new solutions. What do you think it means for customers? >> I think that HPE has stepped up. They've listened to not only their customers but their partners. Customers want consumable infrastructure, they've made that really clear. And HPE has expanded the cloud service portfolio for clients. They're offering more choices to not only enterprise customers but they're expanding that offering to attract this mid-market client base. And they provided additional tools for partners to make selling GreenLake easier. This is all helping to drive channel sales. >> Yeah, so better granularity, just so it increases the candidates, better optionality for customers. And this thing is evolving pretty quickly. We're seeing a number of customers that we talked to interested in this model, trying to understand it better and ultimately, I think they're going to really lean in hard. Jo, I wonder if you could maybe think about or share with us which companies are, I got to say, getting it right? And I'm really interested in the partner piece, because if you think about the partner business, it's really, it's changing a lot, right? It's gone from this notion of moving boxes and there was a lot of money to be made over the decades in doing that, but they have to now become value-add suppliers and really around cloud services. And in the early days of cloud, I think the channel was a little bit freaked out, saying, uh-oh, they're going to cut out the middleman. But what's actually happened is those smart agile partners are adding substantial value, they've got deep relationships with customers and they're serving as really trusted advisors and executors of cloud strategies. What do you see happening in the partner community? >> Well, I think it's been a learning curve and everything that you said was spot on. It's a two way street, right? In order for VARs to sell residual services, monthly recurring services, there has to have been some incentive to do that and HPE really got it right. Because they, again listened to that partner community, and they said, you know what? We've got to incentivize these guys to start selling this way. This is a partnership and we expect it to be a partnership. And the tech companies that are getting right are doing that same sort of thing, they're figuring out ways to make it palatable to that VAR, to help them along that journey. They're giving them tools, they're giving them self-serve tools, they're incentivizing them financially to make that shift. That's what's going to matter. >> Well, that's a key point you're making, I mean, the financial incentives, that's new and different. Paying, you know, incentivizing for as-a-Service models versus again, moving hardware and paying for, you know, installing iron. That's a shift in mindset, isn't it? >> It definitely is. And HPE, I think is getting it right because I didn't notice but I learned this, 70% of their annual sales are actually transacted through their channel. And they've seen this 116% increase in HPE GreenLake orders in Q1, from partners. So what they're doing is working. >> Yeah, I think you're right. And you know, the partner channel it becomes super critical. It's funny, Jo, I mean, again, in the early days of cloud, the channel was feeling like they were going to get disrupted. I don't know about you, but I mean, we've both been analysts for awhile and the more things get simple, the more they get complicated, right? I mean the consumerization of IT, the cloud, swipe your credit card, but actually applying that to your business is not easy. And so, I see that as great opportunities for the channel. Give you the last word. >> Absolutely, and what's going to matter is the tech companies that step up and realize we've got this chance, this opportunity to build that bridge and provide visibility, end-to-end visibility for clients. That's what going to matter. >> Yeah, I like how you're talking about that bridge, because that's what everybody wants. They want that bridge from on-prem to the public cloud, across clouds, going to to be moving out to the edge. And that is to your point, a journey that's going to evolve over the better part of this coming decade. Jo, great to see you. Thanks so much for coming on theCUBE today. >> Thanks for having me. (bright soft music) >> Okay, now we're going to into the GreenLake power panel to talk about the cloud landscape, hybrid cloud, and how the partner ecosystem and customers are thinking about cloud, hybrid cloud as a Service and of course, GreenLake. And with me are C.R. Howdyshell, President of Advizex. Ron Nemecek, who's the Business Alliance Manager at CBTS. Harry Zarek is President of Compugen. And Benjamin Klay is VP of Sales and Alliances at Arrow Electronics. Great to see you guys, thanks so much for coming on theCUBE. >> Thanks for having us. >> Good to be here. >> Okay, here's the deal. So I'm going to ask you guys each to introduce yourselves and your companies, add a little color to my brief intro, and then answer the following question. How do you and your customers think about hybrid cloud? And think about it in the context of where we are today and where we're going, not just the snapshot but where we are today and where we're going. C.R., why don't you start please? >> Sure, thanks a lot, Dave, appreciate it. And again, C.R. Howdyshell, President of Advizex. I've been with the company for 18 years, the last four years as president. So had the great opportunity here to lead a 45 year old company with a very strong brand and great culture. As it relates to Advizex and where we're headed to with hybrid cloud is it's a journey. So we're excited to be leading that journey for the company as well as HPE. We're very excited about where HPE is going with GreenLake. We believe it's a very strong solution when it comes to hybrid cloud. Have been an HPE partner since, well since 1980. So for 40 years, it's our longest standing OEM relationship. And we're really excited about where HPE is going with GreenLake. From a hybrid cloud perspective, we feel like we've been doing the hybrid cloud solutions, the past few years with everything that we've focused on from a VMware perspective. But now with where HPE is going, we think, probably changing the game. And it really comes down to giving customers that cloud experience with the on-prem solution with GreenLake. And we've had great response for customers and we think we're going to continue to see that kind of increased activity and reception. >> Great, thank you C.R., and yeah, I totally agree. It is a journey and we've seen it really come a long way in the last decade. Ron, I wonder if you could kickoff your little first intro there please. >> Sure Dave, thanks for having me today and it's a pleasure being here with all of you. My name is Ron Nemecek, I'm a Business Alliance manager at CBTS. In my role, I'm responsible for our HPE GreenLake relationship globally. I've enjoyed a 33 year career in the IT industry. I'm thankful for the opportunity to serve in multiple functional and senior leadership roles that have helped me gather a great deal of education and experience that could be used to aid our customers with their evolving needs, for business outcomes to best position them for sustainable and long-term success. I'm honored to be part of the CBTS and OnX Canada organization. CBTS stands for Consult Build Transform and Support. We have a 35 year relationship with HPE. We're a platinum and inner circle partner. We're headquartered in Cincinnati, Ohio. We service 3000 customers generating over a billion dollars in revenue and we have over 2000 associates across the globe. Our focus is partnering with our customers to deliver innovative solutions and business results through thought leadership. We drive this innovation via our team of the best and brightest technology professionals in the industry that have secured over 2,800 technical certifications, 260 specifically with HPE. And in our hybrid cloud business, we have clearly found that technology, new market demands for instant responses and experiences, evolving economic considerations with detailed financial evaluation, and of course the global pandemic, have challenged each of our customers across all industries to develop an optimal cloud strategy. We now play an enhanced strategic role for our customers as their technology advisor and their guide to the right mix of cloud experiences that will maximize their organizational success with predictable outcomes. Our conversations have really moved from product roadmaps and speeds and feeds to return on investment, return on capital, and financial statements, ratios, and metrics. We collaborate regularly with our customers at all levels and all departments to find an effective comprehensive cloud strategy for their workloads and applications ensuring proper alignment and cost with financial return. >> Great, thank you, Ron. Yeah, today it's all about the business value. Harry, please. >> Hi Dave, thanks for the opportunity and greetings from the Great White North. We're a Canadian-based company headquartered in Toronto with offices across the country. We've been in the tech industry for a very long time. We're what we would call a solution provider. How hard for my mother to understand what that means but what our goal is to help our customers realize the business value of their technology investments. Just to give you an example of what it is we try and do. We just finished a build out of a new networking endpoint and data center technology for a brand new hospital. It's now being mobilized for COVID high-risk patients. So talk about our all being in an essential industry, providing essential services across the whole spectrum of technology. Now, in terms of what's happening in the marketplace, our customers are confused. No question about it. They hear about cloud, I mean, cloud first, and everyone goes to the cloud, but the reality is there's lots of technology, lots of applications that actually still have to run on premises for a whole bunch of reasons. And what customers want is solid senior serious advice as to how they leverage what they already have in terms of their existing infrastructure, but modernize it, update it, so it looks and feels a lot like the cloud. But they have the security, they have the protection that they need to have for reasons that are dependent on their industry and business to allow them to run on-prem. And so, the GreenLake philosophy is perfect. That allows customers to actually have one foot in the cloud, one foot in their traditional data center but modernize it so it actually looks like one enterprise entity. And it's that kind of flexibility that gives us an opportunity collectively, ourselves, our partners, HPE, to really demonstrate that we understand how to optimize the use of technology across all of the business applications they need to run. >> You know Harry, it's interesting about what you said is, the cloud it is kind of chaotic my word, not yours. But there is a lot of confusion out there, I mean, what's cloud, right? Is it public cloud, is it private cloud, the hybrid cloud? Now, it's the edge and of course the answer is all of the above. Ben, what's your perspective on all this? >> From a cloud perspective, you know, I think as an industry, I think we we've all accepted that public cloud is not necessarily going to win the day and we're in fact, in a hybrid world. There's certainly been some commentary and press that was sort of validate that. Not that it necessarily needs any validation but I think is the linkages between on-prem and cloud-based services have increased. It's paved the way for customers more effectively, deploy hybrid solutions in in the model that they want or that they desire. You know, Harry was commenting on that a moment ago. As the trend continues, it becomes much easier for solution providers and service providers to drive their services initiatives, you know, in particular managed services. >> From an Arrow perspective is we think about how we can help scale in particular from a GreenLake perspective. We've got the ability to stand up some cloud capabilities through our ArrowSphere platform that can really help customers adopt GreenLake and to benefit from some alliances opportunities, as well. And I'll talk more about that as we go through. >> And Ben, I didn't mean to squeeze you on Arrow. I mean, Arrow has been around longer than computers. I mean, if you Google the history of Arrow it'll blow your mind, but give us a little quick commercial. >> Yeah, absolutely. So I've been with Arrow for about 20 years. I've got responsibility for Alliance organization in North America, We're a global value added distribution, business consulting and channel enablement company. And we bring scope, scale and and expertise as it relates to the IT industry. I love the fast pace that comes with the market that we're all in. And I love helping customers and suppliers both, be positioned for long-term success. And you know, the subject matter here today is just a great example of that. So I'm happy to be here and look forward to the discussion. >> All right, we got some good brain power in the room. Let's cut right to the chase. Ron, where's the pain? What are the main problems that CBTS I love what it stands for, Consult Build Transform and Support. What's the main pain point that customers are asking you to solve when it comes to their cloud strategies? >> Sure, Dave. Our customers' concerns and associated risks come from the market demands to deliver their products, services, and experiences instantaneously. And then the challenge is how do they meet those demands because they have aging infrastructure, processes, and fiscal constraints. Our customers really need us now more than ever to be excellent listeners so we can collaborate on an effective map with the strategic placement of workloads and applications in that spectrum of cloud experiences while managing their costs, and of course, mitigating risks to their business. This collaboration with our customers, often identify significant costs that have to be evaluated, justified or eliminated. We find significant development, migration, and egress charges in their current public cloud experience, coupled with significant over provisioning, maintenance, operational, and stranded asset costs in their on-premise infrastructure environment. When we look at all these costs holistically, through our customized workshops and assessments, we can identify the optimal cloud experience for the respective workloads and applications. Through our partnership with HPE and the availability of the HPE GreenLake solutions, our customers now have a choice to deliver SLA's, economics, and business outcomes for their workloads and applications that best reside on-premise in a private cloud and have that experience. This is a rock solid solution that eliminates, the development costs that they experience and the egress charges that are associated with the public cloud while utilizing HPE GreenLake to eliminate over provisioning costs and the maintenance costs on aging infrastructure hardware. Lastly, our customers only have to pay for actual infrastructure usage with no upfront capital expense. And now, that achieves true utilization to cost economics, you know, with HPE GreenLake solutions from CBTS. >> I love focus on the business case, 'cause it's measurable and it's sort of follow the money. That's where the opportunity is. Okay, C.R., so question for you. Thinking about Advizex customers, how are they, are they leaning into GreenLake? What are they telling you is the business impact when they experience GreenLake? >> Well, I think it goes back to what Ron was talking about. We had to solve the business challenges first and so far, the reception's been positive. When I say that is customers are open. Everybody wants to, the C-suite wants to hear about cloud and hybrid cloud fits. But what we hear and what we're seeing from our customers is we're seeing more adoption from customers that it may be their first foot in, if you will, but as important, we're able to share other customers with our potentially new clients that say, what's the first thing that happens with regard to GreenLake? Well, number one, it works. It works as advertised and as-a-Service, that's a big step. There are a lot of people out there dabbling today but when you can say we have a proven solution it's working in our environment today, that's key. I think the second thing is,, is flexibility. You know, when customers are looking for this hybrid solution, you got to be flexible for, again, I think Ron said (indistinct). You don't have a big capital outlay but also what customers want to be able to do is we want to build for growth but we don't want to pay for it. So we'll pay as we grow not as we have to use, as we used to do, it was upfront, the capital expenditure. Now we'll just pay as we grow, and that really facilitates in another great example as you'll hear from a customer, this afternoon. But you'll hear where one of the biggest benefits they just acquired a $570 million company and their integration is going to be very seamless because of their investment in GreenLake. They're looking at the flexibility to add to GreenLake as a big opportunity to integrate for acquisitions. And finally is really, we see, it really brings the cloud experience and as-a-Service to our customers. And with HPE GreenLake, it brings the best of breed. So it's not just what HPE has to offer. When you look at Hyperconverged, they have Nutanix, they have Cohesity. So, I really believe it brings best of breeds. So, to net it out and close it out with our customers, thus far, the customer experience has been exceptional. I mean, with GreenLake Central, as interface, customers have had a lot of success. We just had our first customer from about a year and a half ago just reopened, it was a highly competitive situation, but they just said, look, it's proven, it works, and it gives us that cloud experience so. Had a lot of great success thus far and looking forward to more. >> Thank you, so Harry, I want to pick up on something C.R. said and get your perspectives. So when I talk to the C-suite, they do all want to hear about, you know, cloud, they have a cloud agenda. And what they tell me is it's not just about their IT transformation. They want that but they also want to transform their business. So I wonder if you could talk, Harry, about Compugen's perspective on the potential business impact of GreenLake. And also, I'm interested in how you guys are thinking about workloads, how to manage work, you know, how to cost optimize in IT, but also, the business value that comes out of that capability. >> Yeah, so Dave, you know if you were to talk to CFO and I have the good fortune to talk to lots of CFOs, they want to pay the costs when they generate the revenue. They don't want to have all the costs upfront and then wait for the revenue to come through. A good example of where that's happening right now is you know, related to the pandemic, employees that used to work at the office have now moved to working from home. And now, they have to connect remotely to run the same application. So use this thing called VDI, virtual interfacing to allow them to connect to the applications that they need to run in the office. I don't want to get into too much detail but to be able to support that from an an at-home environment, they needed to buy a lot more computing capacity to handle this. Now, there's an expectation that hopefully six months from now, maybe sooner than that, people will start returning to the office. They may not need that capacity so they can turn down on the costs. And so, the idea of having the capacity available when you need it, but then turning it off when you don't need it, is really a benefit of the variable cost model. Another example that I would use is one in new development. If a customer is going to implement a new, let's say, line of business application. SAP is very very popular. You know, it actually, unfortunately, takes six months to two years to actually get that application set up, installed, validated, tested, then moves through production. You know, what used to happen before? They would buy all that capacity upfront, and it would basically sit there for two years, and then when they finally went to full production, then they were really value out of that investment. But they actually lost a couple of years of technology, literally sitting almost sidle. And so, from a CFO perspective, his ability to support the development of those applications as he scales it, perfect. GreenLake is the ideal solution that allows him to do that. >> You know, technology has saved businesses in this pandemic. There's no question about it. When Harry was just talking about with regard to VDI, you think about that, there's the dialing up and dialing down piece which is awesome from an IT perspective. And then the business impact there is the productivity of the end users. And most C-suite executives I've talked to said productivity actually went up during COVID with work from home, which is kind of astounding if you think about it. Ben, we said Arrow's been around for a long, long time. Certainly, before all of us were born and it's gone through many many industry transitions during our lifetimes. How does Arrow and how do your partners think about building cloud experiences and where does GreenLake fit in from your perspective? >> Great question. So from an Arrow perspective, when you think about cloud experience in of course us taking a view as a distribution partner, we want to be able to provide scale and efficiency to our network of partners. So we do that through our ArrowSphere platform. Just a bit of, you know, a bit of a commercial. I mean, you get single quote, single bill, auto provision, multi supplier, if you will, subscription management, utilization reporting from the platform itself. So if we pivot that directly to HPE, you're going to get a bit of a scoop here, Dave. And we're excited today to have GreenLake live in our platform available for our partner community to consume. In particular, the Swift solutions that HPE has announced so we're very excited to share that today. Maybe a little bit more on GreenLake. I think at this point in time, that it's differentiated in a sense that, if you think about some of the other offerings in the market today and further with having the the solutions themselves available in ArrowSphere. So, I would say, that we identify the uniqueness and quickly partner with HPE to work with our ArrowSphere platform. One other sort of unique thing is, when you think about platform itself, you've got to give a consistent experience. The different geographies around the world so, you know, we're available in North of 20 countries, there's thousands of resellers and transacting on the platform on a regular basis. And frankly, hundreds of thousands end customers. that are leveraging today. So that creates an opportunity for both Arrow, HPE and our partner community. So we're excited. >> You know, I just want to open it up. We don't have much time left, but thoughts on differentiation. Some people ask me, okay, what's really different about HPE and GreenLake? These others, you know, are doing things with as-a-Service. To me, I always say cultural, it starts from the top with Antonio, and it's like the company's all in. But I wonder from your perspectives, 'cause you guys are hands on. Are there other differentiable factors that you would point to? Let me just open that up to the group. >> Yeah, if I could make a comment. GreenLake is really just the latest invocation of the as-a-Service model. And what does that mean? What that actually means is you have a continuous ongoing relationship with the customer. It's not a sell and forget. Not that we ever forget about customers but there are highlights. Customer buys, it gets installed, and then for two or three years you may have an occasional engagement with them but it's not continuous. When you move to our GreenLake model, you're actually helping them manage that. You are in the core, in the heart of their business. No better place to be if you want to be sticky and you want to be relevant and you want to be always there for them. >> You know, I wonder if somebody else could add to it in your remarks. From your perspective as a partner, 'cause you know, hey, a lot of people made a lot of money selling boxes, but those days are pretty much gone. I mean, you have to transform into a services mindset, but other thoughts? >> I think to add to that Dave. I think Harry's right on. The way he positioned it it's exactly where he did own the customer. I think even another step back for us is, we're able to have the business conversation without leading with what you just said. You don't have to leave with a storage solution, you don't have to lead with compute. You know, you can really have step back, have a business conversation. And we've done that where you don't even bring up HPE GreenLake until you get to the point where the customer says, so you can give me an on-prem cloud solution that gives me scalability, flexibility, all the things you're talking about. How does that work? Then you bring up, it's all through this HPE GreenLake tool. And it really gives you the ability to have a business conversation. And you're solving the business problems versus trying to have a technology conversation. And to me, that's clear differentiation for HPE GreenLake. >> All right guys, C.R., Ron, Harry, Ben. Great discussion, thank you so much for coming on the program. Really appreciate it. >> Thanks for having us, Dave. >> Appreciate it Dave. >> All right, keep it right there for more great content at GreenLake Day, be right back. (bright soft music) (upbeat music) (upbeat electronic music)
SUMMARY :
the cloud that comes to you, and continues to make new announcements And you got some news today, It brings the cloud to the customer it's the way customers look at it. and you probably saying it for yourself. I love that you guys always and to really get that cloud experience But I got to move, I got and get access to a robust ecosystem only the technology to work, expand the solution sets that we provide and our partners and we can show you and then this ecosystem evolution (bright soft music) the VP of Cloud & Security at Clarify360. and where do you see it going? cloud in the best way in the marketplace? and that's to work across What do you think it means for customers? This is all helping to And in the early days of cloud, and everything that you said was spot on. I mean, the financial incentives, And HPE, I think is and the more things get simple, to build that bridge And that is to your point, Thanks for having me. and how the partner So I'm going to ask you guys each And it really comes down to and yeah, I totally agree. and their guide to the right about the business value. and everyone goes to the cloud, Now, it's the edge and of course in the model that they want We've got the ability to stand up to squeeze you on Arrow. and look forward to the discussion. Let's cut right to the chase. and the availability of the I love focus on the business case, and so far, the reception's been positive. how to manage work, you know, and I have the good fortune with regard to VDI, you think about that, in the market today and further with and it's like the company's all in. and you want to be relevant I mean, you have to transform And to me, that's clear differentiation for coming on the program. at GreenLake Day, be right back.
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Sagar Kadakia | CUBE Conversation, December 2020
>> From The Cube Studios in Palo Alto and Boston connecting with thought-leaders all around the world, this is a Cube Conversation. >> Hello, everyone, and welcome to this Cube Conversation, I'm Dave Vellante. Now, you know I love data, and today we're going to introduce you to a new data and analytical platform, and we're going to take it to the world of cloud database and data warehouses. And with me is Sagar Kadakia who's the head of Enterprise IT (indistinct) 7Park Data. Sagar, welcome back to the Cube. Good to see you. >> Thank you so much, David. I appreciate you having me back on. >> Hey, so new gig for you, how's it going? Tell us about 7Park Data. >> Yeah. Look, things are going well. It started at about two months ago, just a, you know, busy. I had a chance last, you know a few months to kind of really dig into the dataset. We have a tremendous amount of research coming out in Q4 Q1 around kind of the public cloud database market public cloud analytics market. So, you know, really looking forward to that. >> Okay, good. Well, let's bring up the first slide. Let's talk about where this data comes from. Tell us a little bit more about the platform. Where's the insight. >> Yeah, absolutely. So I'll talk a little about 7Park and then we'd kind of jump into the data a little bit. So 7Park was founded in 2012 in terms of differentiator, you know with other alternative data firms, you know we use NLP machine learning, you know AI to really kind of, you know, structure like noisy and unstructured data sets really kind of generate insight from that. And so, because a lot of that know how we ended up being acquired by Vista back in 2018. And really like for us, you know the mandate there is to really, you know look across all their different portfolio companies and try to generate insight from all the data assets you know, that these portfolio companies have. So, you know, today we're going to be talking about you know, one of the data sets from those companies it's that cloud infrastructure data set. We get it from one of the portfolio companies that you know, helps organizations kind of manage and optimize their cloud spend. It's real time data. We essentially get this aggregated daily. So this certainly different than, you know your traditional providers maybe giving you quarterly or kind of by annual data. This is incredibly granular, real time all the way down to the invoice level. So within this cloud infrastructure dataset we're tracking several billion dollars worth of spend across AWS, Azure and GCP. Something like 350 services across like 20 plus markets. So, you know, security machine learning analytics database which we're going to talk about today. And again like the granularity of the KPIs I think is kind of really what kind of you know, differentiates this dataset you know, with just within database itself, you know we're tracking over 20 services. So, you know, lots to kind of look forward to kind of into Q4 and Q1. >> So, okay. So the main spring of your data is if I'm a customer and I there's a service out there there are many services like this that can help me optimize my spend and the way they do that is I basically connect their APIs. So they have visibility on what the transactions that I'm making my usage statistics et cetera. And then you take that and then extrapolate that and report on that. Is that right? >> Exactly. Yeah. We're seeing just on this one data set that we're going to talk about today, it's something like six 700 million rows worth of data. And so kind of what we do is, you know we kind of have the insight layer on top of that or the analytics layer on top of all that unstructured data, so that we can get a feel for, you know a whole host of different kind of KPIs spend, adoption rates, market share, you know product size, retention rates, spend, you know, net price all that type of stuff. So, yeah, that's exactly what we're doing. >> Love it, there's more transparency the better. Okay. So, so right, because this whole world of market sizing has been very opaque you know, over the years, and it's like you know, backroom conversations, whether it's IDC, Gartner who's got what don't take, you know and the estimations and it's very, very, you know it's not very transparent so I'm excited to see what you guys have. Okay. So, so you have some data on the public cloud and specifically the database market that you want to share with our audience. Let's bring up the next graphic here. What are we looking at here Sagar? What are these blue lines and red lines what's this all about? >> Yeah. So and look, we can kind of start at the kind of the 10,000 foot view kind of level here. And so what we're looking at here is our estimates for the entire kind of cloud database market, including data warehousing. If you look all the way over to the right I'll kind of explain some of these bars in a minute but just high level, you know we're forecasting for this year, $11.8 billion. Now something to kind of remember about that is that's just AWS, Azure and GCP, right? So that's not the entire cloud database market. It's just specific to those three providers. What you're looking at here is the breakout and blue and purple is SQL databases and then no SQL databases. And so, you know, to no one's surprise here and you can see, you know SQL database is obviously much larger from a revenue standpoint. And so you can see just from this time last year, you know the database market has grown 40% among these three cloud providers. And, you know, though, we're not showing it here, you know from like a PI perspective, you know database is playing a larger and larger role for all three of these providers. And so obviously this is a really hot market, which is why, you know we're kind of discussing a lot of the dynamics. You don't need to Q and Q Q4 and Q1 >> So, okay. Let's get into some of the specific firm-level data. You have numbers that you want to share on Amazon Redshift and Google BigQuery, and some comments on Snowflake let's bring up the next graphic. So tell us, it says public cloud data, warehousing growth tempered by Snowflake, what's the data showing. And let's talk about some of the implications there. >> Yeah, no problem. So yeah, this is kind of one of the markets, you know that we kind of did a deep dive in tomorrow and we'll kind of get this, you know, get to this in a few minutes, we're kind of doing a big CIO panel kind of covering data, warehousing, RDBMS documents store key value, graph all these different database markets but I thought it'd be great, you know just cause obviously what's occurring here and with snowflake to kind of talk about, you know the data warehousing market, you know, look if you look here, these are some of the KPIs that we have you know, and I'll kind of start from the left. Here are some of the orange bars, the darker orange bars. Those are our estimates for AWS Redshift. And so you can see here, you know we're projecting about 667 million in revenue for Redshift. But if you look at the lighter arm bars, you can see that the service went from representing about 2% of you know, AWS revenue to about 1.5%. And we think some of that is because of Snowflake. And if we kind of, take a look at some of these KPIs you know, below those bar charts here, you know one of the things that we've been looking at is, you know how are longer-term customer spending and how are let's just say like newer customers spending, so to speak. So kind of just like organic growth or kind of net expansion analysis. And if you look at on the bottom there, you'll see, you know customers in our dataset that we looked at, you know that were there 3Q20 as well as 3Q19 their spend on AWS Redshift is 23%. Right? And then look at the bifurcation, right? When we include essentially all the new customers that onboard it, right after 3Q19, look at how much they're bringing down the spend increase. And it's because, you know a lot of spend that was perhaps meant for Redshift is now going to Snowflake. And look, you would expect longer-term customers to spend more than newer customers. But really what we're doing is here is really highlighting the stark contrast because you have kind of back to back KPIs here, you know between organic spend versus total spend and obviously the deceleration in market share kind of coming down. So, you know, something that's interesting here and we'll kind of continue tracking that. >> Okay. So let's maybe come back to this mass Colombo questions here. So the start with the orange side. So we're talking about Snowflake being 667 million. These are your estimates extrapolated based on what we talked about earlier, 1.5% of the AWS portfolio of course you see things like, they continue to grow. Amazon made a bunch of storage announcements last week at the first week of re-invent (indistinct) I mean just name all kinds of databases. And so it's competing with a lot of other services in the portfolio and then, but it's interesting to see Google BigQuery a much larger percentage of the portfolio, which again to me, makes sense people like BigQuery. They like the data science components that are built in the machine learning components that are built in. But then if you look at Snowflake's last quarter and just on a run rate basis, it's over there over $600 million. Now, if you just multiply their last quarter by four from a revenue standpoint. So they got Redshift in their sites, you know if this is, you know to the extent this is the correct number and I know it's an estimate but I haven't seen any better numbers out there. Interesting Sagar, I mean Snowflake surpassed the value of snowflakes or past service now last Friday, it's probably just in trading today you know, on Monday it's maybe Snowflake is about a billion dollars less than the in value than IBM. So you're saying snowflake in a lot of attention, post IPO the thing is even exploded more. I mean, it's crazy. And I presume that's rippled into the customer interest areas. Now the ironic thing here of course, is that that snowflake most of its revenue comes from AWS running on AWS at the same time, AWS and or Redshift and snowflake compete. So you have this interesting dynamic going on. >> Yeah. You know, we've spoken to so many CIOs about kind of the dynamics here with Redshift and BigQuery and Snowflake, you know as it kind of pertains to, you know, Redshift and Snowflake. I think, you know, what I've heard the most is, look if you're using Redshift, you're going to keep using it. But if you're new to data warehousing kind of, so to speak you're going to move to Snowflake, or you're going to start with Snowflake, you know, that and I think, you know when it comes to data warehousing, you're seeing a lot of decisions kind of coming from, you know, bottom up now. So a lot of developers and so obviously their preference is going to be Snowflake. And then when you kind of look at BigQuery here over to the right again, like look you're seeing revenue growth, but again, as a as a percentage of total, you know, GCP revenue you're seeing it come down and look, we don't show it here. But another dynamic that we're seeing amongst BigQuery is that we are seeing adoption rates fall versus this time last year. So we think, again, that could be because of Snowflake. Now, one thing to kind of highlight here with BigQuery look it's kind of the low cost alternative, you know, so to speak, you know once Redshift gets too expensive, so to speak, you know you kind of move over to, to BigQuery and we kind of put some price KPIs down here all the way at the bottom of the chart, you know kind of for both of them, you know when you kind of think about the net price per kind of TB scan, you know, Redshift does it pro rate right? It's five bucks or whatever you, you know whatever you scan in, whereas, you know GCP and get the first terabyte for free. And then everything is prorated after that. And so you can see the net price, right? So that's the price that people actually pay. You can see it's significantly lower that than Redshift. And again, you know it's a lower cost alternative. And so when you think about, you know organizations or CIO's that want to save some money certainly BigQuery, you know, is an option. But certainly I think just overall, you know, Snowflake is is certainly having, you know, an impact here and you can see it from, you know the percentage of total revenue for both these coming down. You know, if we look at other AWS database services or you mentioned a few other services, you know we're not seeing that trend, we're seeing, you know percentage of total revenue hang in or accelerate. And so that's kind of why we want to point this out as this is something unique, you know for AWS and GCP where even though you're seeing growth, it's decelerating. And then of course you can kind of see the percentage of revenue represents coming down. >> I think it's interesting to look at these two companies and then of course Snowflake. So if you think about Snowflake and BigQuery both of those started in the cloud they were true born in the cloud databases. Whereas Redshift was a deal that Amazon did, you know with parxl back in the day, one time license fee and then they re-engineered it to be kind of cloud based. And so there is some of that historical o6n-prem baggage in there. I know that AWS did a tremendous job in rearchitecting that but nonetheless, so I'll give you a couple of examples. If you go back to last year's reinvent 2019 of course Snowflake was really the first to popularize this idea of separating compute from storage and even compute from compute, which is kind of nuance. So I won't go into that, but the idea being you can dial up or dial down compute as you need it you can even turn off compute in the world of Snowflake and just, you know, you're paying an S3 for storage charges. What Amazon did last reinvent was they announced the separation of compute and storage, but what the way they did it was they did it with a tiering architecture. So you can't ever actually fully turn off the compute, but it's great. I mean, it's customers I've talked to say, yes I'm saving a lot of money, you know, with this approach. But again, there's these little nuances. So what Snowflake announced this year was their data cloud and what the data cloud is as a whole new architecture. It's based on this global mesh. It lives across both AWS and Azure and GCP. And what Snowflake has done is they've taken they've abstracted the complexity of the clouds. So you don't even necessarily have to know what you're running on. You have to worry about it any Snowflake user inside of that data cloud if given access can share data with any other user. So it's a very powerful concept that they're doing. AWS at reinvent this year announced something called AWS glue elastic views which basically allows you to take data across their entire database portfolio. And I'm going to put, share in quotes. And I put it in quotes because it's essentially doing copying from a source pushing to a target AWS database and then doing a change data management capture and pushes that over time. So it, it feels like kind of an attempt to do their own data cloud. The advantages of AWS is that they've got way more data stores than just Snowflake cause it's one data store. So was AWS says Aurora dynamo DB Redshift on and on and on streaming databases, et cetera where Snowflake is just Snowflake. And so it's going to be interesting to see, you know these two juxtaposing philosophies but I want it to sort of lay that out because this is just it's setting up as a really interesting dynamic. Then you can bring in Azure as well with Microsoft and what they're doing. And I think this is going to be really fascinating to see how this plays out over the next decade. >> Yeah. I think some of the points you brought up maybe a little bit earlier were just around like the functional limits of a Redshift. Right. And I think that's where, you know Snowflake obviously does it does very, very well you know, you kind of have these, you know kind of to come, you know, you kind of have these, you know if you kind of think about like the market drivers right? Like, let's think about even like the prior slide that we showed, where we saw overall you know, database growth, like what's driving all of that what's driving Redshift, right. Obviously proximity application, interdependencies, right. Costs. You get all the credits or people are already working with the big three providers. And so there's so many reasons to continue spending with them, obviously, you know, COVID-19 right. Obviously all these apps being developed right in the cloud versus data centers and things of that nature. So you have all of these market drivers, you know for the cloud database services for Redshift. And so from that perspective, you know you kind of think, well why are people even to go to a third party vendor? And I think, you know, at that point it has to be the functional superiority. And so again, like a lot of times it depends on, you know, where decisions are coming from you know, top down or bottom up obviously at the engineering at the developer level they're going to want better functionality. Maybe, you know, top-down sometimes, you know it's like, look, we have a lot of credits, you know we're trying to save money, you know from a security perspective it could just be easier to spin something up you know, in AWS, so to speak. So, yeah, I think these are all the dynamics that, you know organizations have to figure out every day, but at least within the data warehousing space, you are seeing spend go towards Snowflake and it's going away to an extent as we kind of see, you know growth decelerate for both of these vendors, right. It's not that revenue's not going out there is growth which is that growth is, it's just not the same as it used to be, you know, so to speak. So yeah, this is a interesting area to kind of watch and I think across all the other markets as well, you know when you think about document store, right you have AWS document DB, right. What are the impacts there with with Mongo and some of these other kind of third party data warehousing vendors, right. Having to compete with all the, you know all the different services offered by AWS Azure like the cosmos and all that stuff. So, yeah, it's definitely kind of turning into a battle Royal, you know as we kind of head into, into 2021. And so I think having all these KPIs is really helping us kind of break down and figure out, you know which areas like data warehousing are slowing down. But then what other areas in database where they're seeing a tremendous amount of acceleration, like as we said, database revenue is driving. Like it's becoming a bigger part of their overall revenue. And so they are doing well. It just, you know, there's obviously snowflake they have to compete with here. >> Well, and I think maybe to your point I infer from your point, it's not necessarily a zero sum game. And as I was discussing before, I think Snowflake's really trying to create a new market. It's not just trying to steal share from the Terra datas and the Redshifts and the PCPs of the world, big queries and and Azure SQL server and Oracle and so forth. They're trying to create a whole new concept called the data cloud, which to me is really important because my prediction is what Snowflake is doing. And they don't even really talk a ton about this but they sort of do, if you squint through the lines I think what they're doing is first of all, simplicity is there, what they're doing. And then they're putting data in the hands of business people, business line people who have domain context, that's a whole new way of thinking about a data architecture versus the prevalent way to do a data pipeline is you got data engineers and data scientists, and you ingest data. It's goes to the beginning of the pipeline and that's kind of a traditional way to do it. And kind of how I think most of the AWS customers do it. I think over time, because of the simplicity of Snowflake you're going to see people begin to look at new ways to architect data. Anyway, we're almost out of time here but I want to bring up the next slide which is a graphic, which talks about a database discussion that you guys are having on 12/8 at 2:00 PM Eastern time with Bain and Verizon who what's this all about. >> Yeah. So, you know, one of the things we wanted to do is we kind of kick off a lot of the, you know Q4 Q1 research or putting on the database spark. It is just like kind of, we did, you know we did today, which obviously, you know we're really going to expand on tomorrow at a at 2:00 PM is discuss all the different KPIs. You know, we track something like 20 plus database services. So we're going to be going through a lot more than just kind of Redshift and BigQuery. Look at all the dynamics there, look at, you know how they're very against some of the third party vendors like the Snowflake, like a Mongo DB, as an example we got some really great, you know, thought leaders you know, Michael Delzer and Praveen from verizon they're going to kind of help, or they're going to opine on all the dynamics that we're seeing. And so it's going to be a very kind of, you know structured wise, it's going to be very quantitative but then you're going to have this beautiful qualitative discussion to kind of help support a lot of the data points that we're capturing. And so, yeah, we're really excited about the panel you know, from, you know, why you should join standpoint. Look, it's just, it's great, competitive Intel. If you're a third party, you know, database, data warehousing vendor, this is the type of information that you're going to want to know, you know, adoption rates market sizing, retention rates, you know net price reservers, on demand dynamics. You know, we're going through a lot that tomorrow. So I'm really excited about that. I'm just in general, really excited about a lot of the research that we're kind of putting out. So >> That's interesting. I mean, and we were talking earlier about AWS glue elastic views. I'd love to see your view of all the database services from Amazon. Cause that's where it's really designed to do is leverage those across those. And you know, you listen to Andrew, Jesse talk they've got a completely different philosophy than say Oracle, which says, Hey we've got one database to do all things Amazon saying we need that fine granularity. So it's going to be again. And to the extent that you're providing market context they're very excited to see that data Sagar and see how that evolves over time. Really appreciate you coming back in the cube and look forward to working with you. >> Appreciate Dave. Thank you so much. >> All right. Welcome. Thank you everybody for watching. This is Dave Vellante for the cube. We'll see you next time. (upbeat music)
SUMMARY :
all around the world, and today we're going to introduce you I appreciate you having me back on. Hey, so new gig for I had a chance last, you know more about the platform. the mandate there is to really, you know And then you take that so that we can get a feel for, you know and it's like you know, And so, you know, to You have numbers that you want one of the markets, you know if this is, you know of the chart, you know interesting to see, you know kind of to come, you know, you and you ingest data. It is just like kind of, we did, you know And you know, you listen Thank you so much. Thank you everybody for watching.
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Paul Savill, Lumen Technologies | 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 AWS reinvent 2020 The digital edition. I'm Lisa Martin, and I'm welcoming back one of our Cube alumni. Paul Saville joins me the S VP of product management and services from Lumen Technologies. Paul, welcome back to the Cube. >>Thank you, Lisa. It's great to be here. >>Last time I got to go to an event was aws reinvent 2019. You were there, but when you were there, you were with centurylink Centurylink. Lumen, What's the correlation? >>Yeah, well, thanks for asking that question. Yes. So we did Rand rebrand our company to loom in technologies. And there's a reason for that because, really, a few years ago, centurylink was largely a consumer telecom business. It's roughly half of its business was in the consumer space, delivering home broadband services, voice services. The other half of the business was around enterprise services and telecom services. But now our company has grown, and we've become much more than that. Now the consumer side of our business is much smaller it's. It's less than 25% of our business overall, and we brought in many more capabilities and technologies. And so we really felt like we were at a point where we and talking to our customers and doing brand analysis around the world because we're now a global, uh, company that has operations in over 100 countries around the world. Um, we felt like we needed to change that branding to represent who we are as terms of that, that large enterprise services company that does a lot more than just telecom services. And so that's why we came up with the name of Lumen Technologies. And as I said, the consumer side, the business still has a centurylink brand. But now the Enterprise Services piece of our company is called Lumen. >>So as that's transpired during this very dynamic time, just give me a little bit of perspective from your customers. How are they embracing this reading? Because we know rebrand is far more than simply rebranding product names and things like that. >>Yes, yeah, I think our customers we're really embracing it. Well, I mean, we've got great feedback from them on the new naming approach and our customers love the name. And but they also more than just the name they love, the idea of, of what we're doing and how we're positioning, how we're transforming our company to really represent what we do as being a company that delivers a platform for managing and distributing digital applications and digital assets across the world. And as you as this audience really knows, uh, enterprises values arm or and MAWR being being determined by their digital assets, whether that is content or whether it's applications. Or it could be, um, processes and things that the intellectual property that that companies own. And when we thought about our company and what it was that we really do for our customers, it really boils down to that is that customers trust us to move their their most valuable digital assets around the world to place them where they need to be when they need to be secured them in place and remove them when they don't need them there anymore. >>And that trust is absolutely critical. I want to get your perspective on something I noticed on Lumens website saying powering progress and the promise of the fourth Industrial Revolution. First of all, what is the promise of the fourth Industrial Revolution? And how is Lumen positioned to deliver progress on it? >>Yeah, So the fourth Industrial Revolution. Some of the audience may not understand what we mean by that when there's really been been. Up to now, there have been three industrial or industrial revolutions. The last one was the advent of the Internet and electron ICS And, you know, looming in its history plays a big role in the third Industrial Revolution because of the build out of the global Internet. You know, we operate one of the largest public Internet networks in the world, and but now we see that technology is pacing. Is taking a ramp up in the next phase of leveraging technologies like artificial intelligence and machine learning i O. T technologies technologies that that require applications and data that need to be distributed in a much more wide basis because computers happening everywhere in the fourth Industrial Revolution. And when we say that we're enabling that and we're enabling the promise of that, we're looking at what we do as having a platform that enables enterprise customers to create capabilities that leverage Fourth Industrial Revolution Technologies and distribute those around the world on a dynamic basis in a real time basis, in in in the fashion of How Cloud has evolved over the last few years. >>So how are you guys working together with AWS to enable customers to be able to leverage that technology that power the ability to get data that they need all across the globe as quickly as possible? >>Yes, so we worked with AWS and a number of ways in that front. You know, of course, AWS makes some great products that are based in the cloud. And they do all these technologies that are speaking about in terms of artificial intelligence and machine learning and video analytics or things and tools that AWS is built to be run out of their out of their cloud services. But Lemon works with AWS in that distribution aspect of it, and taking those assets and those applications and making them operate on a much widely distributed basis and dropping them on customer premise locations at the deep edge in into different markets wherever it makes the most sense for customers, from a performance and economic standpoint to be running those, uh, those next generation types of applications. And so we work with in combination with a W s to build those solutions into end for customers. Lumen has a professional services I t services organization also, that helps customers put together complex solutions involving Internet of things. So we, for instance, we just deployed a factory environment that has a million square foot factory with high level of automation that's run using these types of analytics tools where we're we're putting together the integration on the factory floor back to, uh, the cloud a cloud like aws. >>So in the last, you know, nine months of the world being in such a different place with businesses overnight suddenly having to dio almost 100% remote operations, how does the technology that you just talked about? How does that facilitate a business to keep up and running to not just be able to survive and continue to pivot as they need to during this time, but also to be able to really become the drivers of tomorrow? >>Yes, you know, and from our position is having, you know, over 100,000 enterprise customers and operating in regions over the world are perspective. We've really been able to see how our customers have survived and thrived and those who have not thrived so well through this whole cove it pandemic. And, you know, one of the keys for the companies that have really kind of excelled during this time has been there how far along they were in the adoption curve of cloud technologies and things like the Fourth Industrial Revolution types of technologies. Because those companies were able to dynamically scale up re shift, their resource is they were able to act remotely and control things remotely without having to have humans on premise on site engaging. Um, you know, some of the factory things that we've seen some of the work from home situations that we've seen those companies that were not operating with the kind of flexibility and scale that the cloud environment and the the four ir environment enables have really have really struggled, while the others have really been able to step up on bond, even outperform in many ways from where they were before. >>Yeah, we've been talking for months on the Cube about this acceleration of digital transformation that this pandemic has really forced and seen those companies to your point. Those that were already poised to be agile to adopted are in a much better position. One of the companies I was talking to you recently has Webcams all over the globe, and they're providing, um, you could get it throughout your Apple TV or I think, in Amazon Fire Stick where you can have these virtual experiences going into what's going on in Paris right now, of course, helping us live vicariously since we can't travel. But that's the whole proliferation of the edge and the amount of data that's being generated and process at the edge to the cloud to the core and getting that quickly to the consumer, whether it's a business or an actual consumer, what are you guys doing to help your business is your customers leverage the edge in a in an efficient way so that this accelerated pace that we're living in is actually able to help them. Dr Value. >>Yeah, we we have seen a really uptick in terms of edge opportunities since the Kobe pandemic hit and s so I can give you a great example of one that we that we recently just publicly announced its with a interesting situation with a company called Cyber Reef. Cyber Reef Builds has security technology that they help protect school systems and kids that are now being educated at home instead of in the public schools. Physically, they're they're they're at home, and those kids need protection from the Internet because they're on the Internet all day now. And Cyber Reef provides security tools for the public school systems to help protect those Children and what they're doing and making sure that there focused on school and not, you know, getting. They're having bad actors reached them through the public Internet. They're doing that That is an edge application because they needed to place their security software control tools very close to the edge deep into these markets, with good connection into public Internet and close proximity to the eyeballs of these, uh, these schoolchildren that around in the area, and so they have deployed across the country across our footprint, their their their platform, basically on on our platform to support those deployments toe help our Children as they get educated, >>so important. And if you think about a year ago when we were all in Vegas for reinvent 2019, we wouldn't even have thought we would need something of that scale. I'm here we are with this massive need and companies like Lumet and A W s being able to enable that. Talk to me a little bit about though what you guys are doing with a W s outpost is that part of what you just talked about? >>It wasn't for that example that I just gave, but we are working a lot with AWS outpost. And so we have we see aws outpost, a za key part of our total edged portfolio of solutions that we that we deliver. We have been, uh, investing a lot in our data centers across the world, because looming has hundreds of data centers that are deeply distributed into all of these markets around the world and working with aided without the ws on certifying those locations as outpost deployment, uh, locations. We have also used that I T services organization that that can provide consultation and I t management services for our enterprise customers. Thio. We've been certifying them on outpost configurations. So we've been training our I T professionals on, uh, the AWS solution and on the outpost solution in getting those certification credentials so that we can bring joint products to market with AWS that involved outposts as part of the solution and build in the end capabilities that combine our our services and capabilities with AWS and outpost for for combined solution. >>And can that combined solution to help your customers your joint customers get faster access to their data? Because we know data volume is only going up and up and up, and businesses need to be able to gain insights in real time. Is this the technology that could help get faster insights or access data faster? >>Absolutely. You know, that's and that's one of the key value propositions of ah, a solution like an outpost. Is that because you can drop them pretty much anywhere in the world that you that you need to put compute close to the point of digital interaction? Then, uh, it makes an ideal solution for customers that, uh, that want to work in that AWS environment and also leverage all of the other tools that eight of us can bring to bear from the cloud, uh, platform that that they that they offer but yeah, the place and compute close to that. That point of digital interaction is what it's all about, and it isn't just driven by performance, and performance is a really key part of it because they wanna have that fast interaction at the edge. But there are other things there, too. I mean, sometimes there are economics that play out for many companies that just make it make more sense to act on on compute or storage that it sits, sits more centrally, too many notes that could be aggregated in a market to that one essential location. We're running across use cases where customers, uh, they want to keep that data local because of governance issues or because of privacy issues or because of some kind of a regulatory requirement that they've got that they don't. They need to know exactly where that that data resides at all times, and it needs to be localized in a certain market or country. And eso they're the types of reasons why they would want to use an outpost to really there's there numerous. >>So last question. When you're talking with customers, I imagine the conversations quite different the last nine months or so. Maybe even the level of which you're having these conversations has gone up to the C suite or maybe even to the board. What do you what's your advice to businesses in any industry that really need to move forward quickly, transform to be able to start harnessing the power that four er can deliver but are just not sure where to start. >>Yeah, so, you know, we're just my advice is that they're gonna have to embrace the future embrace that, you know, embrace change. We're Look, we we have never been in a period of time where the pace of change has been assed fast as it is now, and it's not going to slow down. And so you do have to embrace that. But when you But if you're sitting there struggling, I appreciate the dilemma that they're in because, like, Well, where do I start? What do I what do I try? The thing is that that you can you you should pick a project that you can manage and deploy it. But when you deploy it and test it, make sure that you've got really measurable results. that you have really clear KP eyes of what you're trying to achieve and what you know. Are you out for financial goals or you out for performance improvement? Are you out for I t. Greater I t agility. Build the measures around that, Then test the technology that you want to try because we find that some companies approach it and they're kind of like doing it as a science experiment. And then they go, Wow, this was This was cool. It was a good science experiment, but it didn't, but it didn't wind up. They didn't capture the the actual benefit of it. And so then they don't They can't go in and prove it in anymore. And it's kind of like it sets them back because they didn't take that extra preparation >>and businesses in any industry. Nobody has. Has the time Thio face a setback because there's gonna be somebody right behind you in the rear view mirror who's gonna be smaller, agile, more nimble to take advantage. Paul. Great advice for businesses in every industry, and thank you for talking to us about what Lumen Technologies is what you guys are doing with a W s to help customers really embrace the capabilities of the Fourth Industrial Revolution. We appreciate your time. >>All right. Thank you. And thank you to the Cuba. It's good to see you all again. >>Good to see you too. Glad you're safe. And hopefully next time we'll get to see you in person soon For Paul Saville. I'm Lisa Martin. You're watching the cubes coverage of aws reinvent 2020? Yeah.
SUMMARY :
It's the Cube with digital coverage You were there, but when you were there, you were with centurylink Centurylink. And so we really felt like we were at a point where we and talking Because we know rebrand is far more than simply rebranding product names and things like that. And as you as this audience really knows, And how is Lumen positioned to deliver progress on it? of the Internet and electron ICS And, you know, looming in its history plays a big role it makes the most sense for customers, from a performance and economic standpoint to be running those, some of the factory things that we've seen some of the work from home situations that we've seen those companies One of the companies I was talking to you recently has Webcams all over the globe, the Kobe pandemic hit and s so I can give you a great example of one that we that we recently Talk to me a little bit about though what you guys are doing with a W s outpost is that part of what you just talked about? that involved outposts as part of the solution and build in the end capabilities that And can that combined solution to help your customers your joint customers get faster access in the world that you that you need to put compute close to the point of digital interaction? Maybe even the level of which you're having these conversations has embrace the future embrace that, you know, embrace change. of the Fourth Industrial Revolution. It's good to see you all again. Good to see you too.
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DevOps Virtual Forum Panel 2020
>>From around the globe. It's the queue with digital coverage of dev ops virtual forum brought to you by Broadcom. >>Hi guys. Welcome back. So we have discussed the current state and the near future state of DevOps and how it's going to evolve from three unique perspectives. In this last segment, we're going to open up the floor and see if we can come to a shared understanding of where dev ops needs to go in order to be successful next year. So our guests today are, you've seen them all before Jeffrey Hammond is here. The VP and principal analyst serving CIO is at Forester. We've also got Serge Lucio, the GM of Broadcom's enterprise software division and Glenn Martin, the head of QA transformation at BT guys. Welcome back. Great to have you all three together >>To be here. >>All right. So we're very, we're all very socially distanced as we've talked about before. Great to have this conversation. So let's, let's start with one of the topics that we kicked off the forum with Jeff. We're going to start with you spiritual co-location that's a really interesting topic that we've we've uncovered, but how much of the challenge is truly cultural and what can we solve through technology? Jeff, we'll start with you then search then Glen Jeff, take it away. >>Yeah, I think fundamentally you can have all the technology in the world and if you don't make the right investments in the cultural practices in your development organization, you still won't be effective. Um, almost 10 years ago, I wrote a piece, um, where I did a bunch of research around what made high performance teams, software delivery teams, high performance. And one of the things that came out as part of that was that these teams have a high level of autonomy. And that's one of the things that you see coming out of the agile manifesto. Let's take that to today where developers are on their own in their own offices. If you've got teams where the team itself had a high level of autonomy, um, and they know how to work, they can make decisions. They can move forward. They're not waiting for management to tell them what to do. >>And so what we have seen is that organizations that embraced autonomy, uh, and got their teams in the right place and their teams had the information that they needed to make the right decisions have actually been able to operate pretty well, even as they've been remote. And it's turned out to be things like, well, how do we actually push the software that we've created into production that would become the challenge is not, are we writing the right software? And that's why I think the term spiritual co-location is so important because even though we may be physically distant, we're on the same plane, we're connected from a, from, from a, a, a shared purpose. Um, you know, surgeon, I worked together a long, long time ago, surgery it's been what almost 15, 16 years since we were at the same place. And yet I would say there's probably still a certain level of spiritual co-location between us, uh, because of the shared purposes that we've had in the past and what we've seen, uh, in the industry. And that's a really powerful tool, uh, to build on. So what do tools play as part of that, to the extent that tools make information available, to build shared purpose on to the extent that they enable communication so that we can build that spiritual co-location to the extent that they reinforce the culture that we want to put in place, they can be incredibly valuable, especially when, when we don't have the luxury of physical locate, physical colocation. Hope. That makes sense. >>It does. I should have introduced us. This last segment is we're all spiritually co-located or it's a surge, clearly you're still spiritually co located with junk. Talk to me about what your thoughts are about spiritual of co-location the cultural impact and how technology can move it forward. >>Yeah. So I think, well, I'm going to sound very similar to Jeff in that respect. I think, you know, it starts with kind of a shared purpose and the other, I, Oh, individuals teams, uh, contributed to kind of a business outcome. What is our shared goal or shared vision? What's what is it we're trying to achieve collectively and, uh, keeping it aligned to that. Um, and so, so it's really starts with that now, now the big challenge, always these over the last 20 years, especially in large organizations, there's the specialization of roles and functions. And so we, we all that started to basically measure which we do, uh, on a daily basis using metrics, which oftentimes are completely disconnected from kind of a business outcome or purpose. We, we kind of revert back to, okay, what is my database all the time? What is my cycle time like? >>And, and I think, you know, which we can do or where we really should be focused as an industry is to start to basically provide a lens for these different stakeholders to look at what they're doing in the context of kind of these business outcomes. So, um, you know, probably one of my, um, theories of experience was to actually weakness at one of a large financial institution, um, you know, to stakeholders and quote development and operations staring at the same data, right. Which was related to, you know, in calming changes, um, testing, execution results, you know, covert coverage, um, official liabilities and all the all ran. It could have a direction leveling. So that's when you start to put these things in context and represent that in a way that these different stakeholders can, can look at from their different lens. And, uh, and it can start to basically communicate and understand of they jointly are competing to, uh, to, to that kind of common view or objective. >>And Glen, we talked a lot about transformation with you last time. What are your on spiritual co-location and the cultural part, the technology impact? >>Yeah, I mean, I agree with Jeffrey that, you know, um, the people and culture, the most important thing, actually, that's why it's really important when you're transforming to have partners who have the same vision as you, um, who, who you can work with, have the same end goal in mind. And I've certainly found that with our, um, you know, continuing relationship with Broadcom, what it also does though, is although, you know, tools can accelerate what you're doing and can join consistency. You know, we've seen within simplify, which is BTS flagship transformation program, where we're trying to, as it says, simplify the number of systems stacks that we have, the number of products that we have actually at the moment, we've got different value streams within that program who have got organizational silos who were trying to rewrite, rewrite the wheel, um, who are still doing things manually. >>So in order to try and bring that consistency, we need the right tools that actually are at an enterprise grade, which can be flexible to work with in BT, which is such a complex and very different environments. But in all areas, BT you're in whether it's a consumer, whether it's a mobile area, whether it's large global or government organizations, you know, we found that we need tools that can drive that consistency, but also flex to Greenfield brownfield kind of technologies as well. So it's really important that as I say, for a number of different aspects, that you have the right partner, um, to drive the right culture, I've got the same vision, but also who have the tool sets to help you accelerate. They can't do that on their own, but they can help accelerate what it is you're trying to do in it. And a really good example of that is we're trying to shift left, which is probably a, quite a bit of a buzz phrase in there kind of testing world at the moment. >>But, you know, I could talk about things like continuous delivery director, one of Broadcom's tools, and it has many different features to it, but very simply on its own, it allows us to give the visibility of what the teams are doing. And once we have that visibility, then we can talk to the teams, um, around, you know, could they be doing better component testing? Could they be using some virtualized services here or there? And that's not even the main purpose of continuous delivery director, but it's just a reason that tools themselves can just give greater visibility of have much more intuitive and insightful conversations with other teams and reduce those organizational silos. >>Thanks, Ben. So we'd kind of sum that up. Autonomy collaboration tools that facilitate that. So let's talk now about metrics from your perspectives. What are the metrics that matter, Jeff? >>Well, I'm going to go right back to what Glenn said about data that provides visibility that enables us to, to make decisions, um, with shared purpose. And so business value has to be one of the first things that we at. Um, how do we assess whether we have built something that is valuable, you know, that could be sales revenue, it could be net promoter score. Uh, if you're not selling what you've built, it could even be what the level of reuse is within your organization or other teams picking up the services, uh, that you've created. Um, one of the things that I've begun to see organizations do is to align value streams with customer journeys and then to align teams with those value streams. So that's one of the ways that you get to a shared purpose, cause we're all trying to deliver around that customer journey, the value associated with it. >>And we're all measured on that. Um, there are flow metrics which are really important. How long does it take us to get a new feature out from the time that we conceive it to the time that we can run our first experiments with it? There are quality metrics, um, you know, some of the classics or maybe things like defect, density, or meantime to response. Um, one of my favorites came from a, um, a company called ultimate software where they looked at the ratio of defects found in production to defects found in pre production and their developers were in fact measured on that ratio. It told them that guess what quality is your job to not just the test? Uh, department's a group. The fourth level that I think is really important, uh, in, in the current, uh, uh, situation that we're in is the level of engagement in your development organization. >>We used to joke that we measured this with the parking lot metric. How full was the parking lot at nine? And how full was it at five o'clock? I can't do that anymore since we're not physically co-located, but what you can do is you can look at how folks are delivering. You can look at your metrics in your SCM environment. You can look at, uh, the relative rates of churn. Uh, you can look at things like, well, are our developers delivering, uh, during longer periods earlier in the morning, later in the evening, are they delivering, uh, you know, on the weekends as well? Are those signs that we might be heading toward a burnout because folks are still running at sprint levels instead of marathon levels. Uh, so all of those in combination, uh, business value, uh, flow engagement in quality, I think form the backbone of any sort of, of metrics, uh, uh, a program. >>The second thing that I think you need to look at is what are we going to do with the data and the philosophy behind the data is critical. Um, unfortunately I see organizations where they weaponize the data and that's completely the wrong way to look at it. What you need to do is you need to say, you need to say, how is this data helping us to identify the blockers? The things that aren't allowing us to provide the right context for people to do the right thing. And then what do we do to remove those blockers, uh, to make sure that we're giving these autonomous teams the context that they need to do their job, uh, in a way that creates the most value for the customer. >>Great advice stuff, Glenn, over to your metrics that matter to you that really make a big, and also, >>How do you measure quality kind of following onto the advice that Jeff provided? I mean, Jeff provided some great advice. Actually, he talks about value. He talks about flow. Both of those things are very much on my mind at the moment. Um, but there was this, I listened to a speaker called me Kirsten a couple of months ago. It talked very much about how important flight management is and removing, you know, and using that to remove waste, to understand in terms of, you know, making software changes, um, what is it that's causing us to do it longer than we need to. So where are those areas where it takes too long? So I think that's a very important thing for us. It's, um, even more basic than that at the moment, we're on a journey from moving from kind of a waterfall to agile. Um, and the problem with moving from waterfall to agile is with waterfall, the, the business had a kind of comfort that, you know, everything was tested together and therefore it's safer. >>Um, and with agile, there's that kind of, how do we make sure that, you know, if we're doing things quick and we're getting stuff out the door that we give that confidence, um, that that's ready to go, or if there's a risk that we're able to truly articulate what that risk is. So there's a bit about release confidence, um, and some of the metrics around that and how healthy those releases are, and actually saying, you know, we spend a lot of money, um, um, an investment setting up, Pat, our teams training our teams, are we actually seeing them deliver more quickly and are we actually seeing them deliver more value quickly? So yeah, those are the two main things for me at the moment, but I think it's also about, you know, generally bringing it all together, the dev ops, you know, we've got the kind of value ops AI ops, how do we actually bring that together to so we can make quick decisions and making sure that we are delivering the biggest bang for our buck, absolutely biggest bang for the buck, surge, your thoughts. >>Yeah. So I think we all agree, right? It starts with business metrics, flow metrics. Um, these are kind of the most important metrics. And ultimately, I mean, one of the things that's very common across a highly functional teams is engagements, right? When, when you see a team that's highly functioning, that's agile, that practices DevOps every day, they are highly engaged. Um, that that's, that's definitely true. Now the, you know, back to, I think, uh, GemCis point on weaponization of metrics. One of the key challenges we see is that, um, organizations traditionally have been kind of, uh, you know, setting up benchmarks, right? So what is a good cycle time? What is a good lead time? What is a good meantime to repair? The, the problem is that this is very contextual, right? It varies. It's going to vary quite a bit, depending on the nature of application and system. And so one of the things that we really need to evolve, um, as an industry is to understand that it's not so much about those flow metrics is about, are these four metrics ultimately contribute to the business metric to the business outcome. So that's one thing, the second aspect, I think that's oftentimes misunderstood. >>Yeah. >>So that cycle time, or, or, or what you perceive as being a buy cycle time or better quality, the problem is oftentimes like all, do you go and explore why, right. What is the root cause of this? And I think one of the key challenges is that we tend to focus a lot of time on metrics and not on the eye type patterns, which are pretty common across the industry. Um, you know, you look at, for instance, things like, you know, lead time, for instance, it's very common that, uh, organizational boundaries are going to be a key contributor to badly time. And so I think that there is, you know, the metrics there is, I think a lot of, uh, work that we need to do in terms of classifying this antibiograms, um, you know, back to you, Jeff, I think you're one of the cool offers of waterscrumfall as a, as a, as a key patterning industry or anti-fat. Um, but what our scrum fall right, is a key one, right. And you will detect that through defect, arrival rates. That's where that looks like an escort. And so I think it's beyond kind of the metrics is what do you do with those metrics? >>Right? I'll tell you a search. One of the things that is really interesting to me in that space is I think those of us had been in industry for a long time. We know the anti-patterns cause we've seen them in our career maybe in multiple times. And one of the things that I think you could see tooling do is perhaps provide some notification of anti-patterns based on the telemetry that comes in. I think it would be a really interesting place to apply, uh, machine learning and reinforcement learning techniques. Um, so hopefully something that we'd see in the future with dev ops tools, because, you know, as a manager that, that, you know, may be only a 10 year veteran or 15 year veteran, you may be seeing these anti-patterns for the first time. And it would sure be nice to know what to do, uh, when they start to pop up, >>That would right. Insight, always helpful. All right, guys, I would like to get your final thoughts on the fit. The one thing that you believe our audience really needs to be on the lookout for and to put on our agendas for the next 12 months, Jeff, we'll go back to you. >>I would say, look for the opportunities that this disruption presents. And there are a couple that I see, first of all, as we shift to remote central working, uh, we're unlocking new pools of talent, uh, we're, it's possible to implement, uh, more geographic diversity. So, so look to that as part of your strategy. Number two, look for new types of tools. We've seen a lot of interest in usage of low-code tools to very quickly develop applications. That's potentially part of a mainstream strategy as we go into 2021. Finally, make sure that you embrace this idea that you are supporting creative workers that agile and dev ops are the peanut butter and chocolate to support creative, uh, workers with algorithmic capabilities, >>Peanut butter and chocolate Glen, where do we go from there? What are, what's the one silver bullet that you think folks should be on the lookout for? >>I certainly agree that, um, low, low code is, uh, next year. We'll see much more low code we'd already started going, moving towards a more of a SAS based world, but Loco also, um, I think as well for me, um, we've still got one foot in the kind of cow camp. Um, you know, we'll be fully trying to explore what that means going into the next year and, and exploiting the capabilities of cloud. But I think the last, um, the last thing for me is how do you really instill quality throughout the kind of, um, the life cycle, um, where, when I heard the word scrum for it kind of made me shut it because I know that's a problem. That's where we're at with some of our things at the moment. So we need to get beyond that. We need to be releasing, um, changes more frequently into production and actually being a bit more brave and having the confidence to actually do more testing in production in going straight to production itself. So expect to see much more of that next year. Um, yeah. Thank you. I haven't got any food analogies. Unfortunately >>We all need some peanut butter and chocolate. All right. It starts to take us on that's what's that nugget you think everyone needs to have on their agendas. >>That's interesting. Right. So a couple of days ago we had kind of a latest state of the DevOps report, right? And if you read through the report, it's, it's all about the lost city, right? It's all about, we still are receiving DevOps as being all about speed. And so to me, the key advice is in order to create kind of that spiritual collocation in order to foster engagement, we have to go back to what is it we're trying to do collectively. We have to go back to tie everything to the business outcome. And so for me, it's absolutely imperative for organizations to start to plot their value streams, to understand how they're delivering value and to align everything they do from a metrics to deliver it, to flow to those metrics. And only with that, I think, are we going to be able to actually start to really start to align kind of all these roles across the organizations and drive, not just speed, but business outcomes, >>All about business outcomes. I think you guys, the three of you could write a book together. So I'll give you that as food for thought. Thank you all so much for joining me today and our guests. I think this was an incredibly valuable fruitful conversation, and we appreciate all of you taking the time to spiritually co-located with us today, guys. Thank you. Thank you, Lisa. Thank you for Jeff Hammond serves Lucio and Glen Martin. I'm Lisa Martin. Thank you for watching the broad cops Broadcom dev ops virtual forum.
SUMMARY :
of dev ops virtual forum brought to you by Broadcom. Great to have you all three together We're going to start with you spiritual co-location that's a really interesting topic that we've we've And that's one of the things that you see coming out of the agile Um, you know, surgeon, I worked together a long, long time ago, Talk to me about what your thoughts are about spiritual of co-location I think, you know, it starts with kind of a shared purpose and the other, I, So, um, you know, probably one of my, um, theories of experience was to actually And Glen, we talked a lot about transformation with you last time. And I've certainly found that with our, um, you know, continuing relationship with Broadcom, So it's really important that as I say, for a number of different aspects, that you have the right partner, um, around, you know, could they be doing better component testing? What are the metrics So that's one of the ways that you get to a shared purpose, cause we're all trying to deliver around that um, you know, some of the classics or maybe things like defect, density, or meantime to response. later in the evening, are they delivering, uh, you know, on the weekends as well? teams the context that they need to do their job, uh, in a way that creates the most value for the customer. the business had a kind of comfort that, you know, everything was tested together and therefore it's safer. Um, and with agile, there's that kind of, how do we make sure that, you know, if we're doing things quick and we're getting stuff out the door that And so one of the things that we really need to evolve, um, as an industry is to understand And so I think that there is, you know, the metrics there is, I think a lot of, And one of the things that I think you could see tooling do is The one thing that you believe our audience really needs to be on the lookout for and are the peanut butter and chocolate to support creative, uh, workers with algorithmic the last thing for me is how do you really instill quality throughout the kind of, It starts to take us on that's what's that nugget you think everyone needs to have on their agendas. And if you read through the report, it's, I think this was an incredibly valuable fruitful conversation, and we appreciate all of you
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