(upbeat music) >> You got it, it's theCUBE. We are in Vegas. This is the Cube's live coverage day one of the full event coverage of AWS reInvent '22 from the Venetian Expo Center. Lisa Martin here with Dave Vellante. We love being in Vegas, Dave. >> Well, you know, this is where Super Cloud sort of was born. >> It is. >> Last year, just about a year ago. Steve Mullaney, CEO of of Aviatrix, you know, kind of helped us think it through. And we got some fun stories around. It's happening, but... >> It is happening. We're going to be talking about Super Cloud guys. >> I guess I just did the intro, Steve Mullaney >> You did my intro, don't do it again. >> Sorry I stole that from you, yeah. >> Steve Mullaney, joined just once again, one of our alumni. Steve, great to have you back on the program. >> Thanks for having me back. >> Dave: It's happening. >> It is happening. >> Dave: We talked about a year ago. Net Studio was right there. >> That was two years. Was that year ago, that was a year ago. >> Dave: It was last year. >> Yeah, I leaned over >> What's happening? >> so it's happening. It's happening. You know what, the thing I noticed what's happening now is the maturity of the cloud, right? So, if you think about this whole journey to cloud that has been, what, AWS 12 years. But really over the last few years is when enterprises have really kind of joined that journey. And three or four years ago, and this is why I came out of retirement and went to Aviatrix, was they all said, okay, now we're going to do cloud. You fast forward now three, four years from now, all of a sudden those five-year plans of evacuating the data center, they got one year left, two year left, and they're going, oh crap, we don't have five years anymore. We're, now the maturity's starting to say, we're starting to put more apps into the cloud. We're starting to put business critical apps like SAP into the cloud. This is not just like the low-hanging fruit anymore. So what's happening now is the business criticality, the scale, the maturity. And they're all now starting to hit a lot of limits that have been put into the CSPs that you never used to hit when you didn't have business critical and you didn't have that scale. They were always there. The rocks were always there. Just it was, you never hit 'em. People are starting to hit 'em now. So what's happening now is people are realizing, and I'm going to jump the gun, you asked me for my bumper sticker. The bumper sticker for Aviatrix is, "Good enough is no longer good enough." Now it's funny, it came in a keynote today, but what we see from our customers is it's time to upgrade the native constructs of networking and network security to be enterprise-grade now. It's no longer good enough to just use the native constructs because of a lack of visibility, the lack of controls, the lack of troubleshooting capabilities, all these things. "I now need enterprise grade networking." >> Let me ask you a question 'cause you got a good historical perspective on the industry. When you think about when Maritz was running VMWare. He was like any app, he said basically we're building a software mainframe. And they kind of did that, right? But then they, you know, hit the issue with scale, right? And they can't replicate the cloud. Are there things that we can draw from that experience and apply that to the cloud? What's the same, what's different? >> Oh yeah. So, 1992, do you remember what happened in 1992? I do this, weird German software company called SAP >> Yeah, R3. announced a release as R/3. Which was their first three-tier client-server application of SAP. Before that it ran on mainframes, TCP/IP. Remember that Protocol War? Guess what happened post-1992, everybody goes up like this. Infrastructure completely changes. Cisco, EMC, you name it, builds out these PCE client-server architectures. The WAN changes, MPLS, the campus, everything's home running back to that data center running SAP. That was the last 30 years ago. Great transformation of SAP. They've did it again. It's called S/4Hana. And now it's running and people are switching to S/4Hana and they're moving to the cloud. It's just starting. And that is going to alter how you build infrastructure. And so when you have that, being able to troubleshoot in hours versus minutes is a big deal. This is business critical, millions of dollars. This is not fun and games. So again, back to my, what was good enough for the last three or four years for enterprises no longer good enough, now I'm running business critical apps like SAP, and it's going to completely change infrastructure. That's happening in the cloud right now. And that's obviously a significant seismic shift, but what are some of the barriers that customers have been able to eliminate in order to get there? Or is it just good enough isn't good enough anymore? >> Barriers in terms of, well, I mean >> Lisa: The adoption. Yeah well, I mean, I think it's all the things that they go to cloud is, you know, the complexity, really, it's the agility, right? So the barrier that they have to get over is how do I keep the developer happy because the developer went to the cloud in the first place, why? Swipe the credit card because IT wasn't doing their job, 'cause every time I asked them for something, they said no. So I went around 'em. We need that. That's what they have to overcome in the move to the cloud. That is the obstacle is how do I deliver that visibility, that control, the enterprise, great functionality, but yet give the developer what they want. Because the minute I stop giving them that swipe the card operational model, what do you think they're going to do? They're going to go around me again and I can't, and the enterprise can't have that. >> That's a cultural shift. >> That's the main barrier they've got to overcome. >> Let me ask you another question. Is what we think of as mission critical, the definition changing? I mean, you mentioned SAP, obviously that's mission critical for operations, but you're also seeing new applications being developed in the cloud. >> I would say anything that's, I call business critical, same thing, but it's, business critical is internal to me, like SAP, but also anything customer-facing. That's business critical to me. If that app goes down or it has a problem, I'm not collecting revenue. So, you know, back 30 years ago, we didn't have a lot of customer-facing apps, right? It really was just SAP. I mean there wasn't a heck of a lot of cust- There were customer-facing things. But you didn't have all the digitalization that we have now, like the digital economy, where that's where the real explosion has come, is you think about all the customer-facing applications. And now every enterprise is what? A technology, digital company with a customer-facing and you're trying to get closer and closer to who? The consumer. >> Yeah, self-service. >> Self-service, B2C, everybody wants to do that. Get out of the middle man. And those are business critical applications for people. >> So what's needed under the covers to make all this happen? Give us a little double click on where you guys fit. >> You need consistent architecture. Obviously not just for one cloud, but for any cloud. But even within one cloud, forget multicloud, it gets worst with multicloud. You need a consistent architecture, right? That is automated, that is as code. I can't have the human involved. These are all, this is the API generation, you've got to be able to use automation, Terraform. And all the way from the application development platform you know, through Jenkins and all other software, through CICD pipeline and Terraform, when you, when that developer says, I want infrastructure, it has to go build that infrastructure in real time. And then when it says, I don't need it anymore it's got to take it away. And you cannot have a human involved in that process. That's what's completely changed. And that's what's giving the agility. And that's kind of a cloud model, right? Use software. >> Well, okay, so isn't that what serverless does, right? >> That's part of it. Absolutely. >> But I might still want control sometimes over the runtime if I'm running those mission critical applications. Everything in enterprise is a heterogeneous thing. It's like people, people say, well there's going to, the people going to repatriate back to on-prem, they are not repatriating back to on-prem. >> We were just talking about that, I'm like- >> Steve: It's not going to happen, right? >> It's a myth, it's a myth. >> And there's things that maybe shouldn't have ever gone into the cloud, I get that. Look, do people still have mainframes? Of course. There's certain things that you just, doesn't make sense to move to the new generation. There were things, certain applications that are very static, they weren't dynamic. You know what, keeping it on-prem it's, probably makes sense. So some of those things maybe will go back, but they never should have gone. But we are not repatriating ever, you know, that's not going to happen. >> No I agree. I mean, you know, there was an interesting paper by Andreessen, >> Yeah. >> But, I mean- >> Steve: Yeah it was a little self-serving for some company that need more funding, yeah. You look at the numbers. >> Steve: Yeah. >> It tells the story. It's just not happening. >> No. And the reason is, it's that agility, right? And so that's what people, I would say that what you need to do is, and in order to get that agility, you have to have that consistency. You have to have automation, you have to get these people out of the way. You have to use software, right? So it's that you have that swipe the card operational model for the developers. They don't want to hear the word no. >> Lisa: Right. >> What do you think is going to happen with AWS? Because we heard, I don't know if you heard Selipsky's keynote this morning, but you've probably heard the hallway talk. >> Steve: I did, yeah. >> Okay. You did. So, you know, connecting the dots, you know doubling down on all the primitives, that we expected. We kind of expected more of the higher level stuff, which really didn't see much of that, a little bit. >> Steve: Yeah. So, you know, there's a whole thing about, okay, does the cloud get commoditized? Does it not? I think the secret weapon's the ecosystem, right? Because they're able to sell through with guys like you. Make great margins on that. >> Steve: Yeah, well, yeah. >> What are your thoughts though on the future of AWS? >> IAS is going to get commoditized. So this is the fallacy that a lot of the CSPs have, is they thought that they were going to commoditize enterprise. It never happens that way. What's going to happen is infrastructure as a service, the lower level, which is why you see all the CSPs talking about what? Oracle Cloud, industry cloud. >> Well, sure, absolutely, yeah. >> We got to get to the apps, we got to get to SAP, we got to get to all that, because that's not going to get commoditized, right. But all the infrastructural service where AWS is king that is going to get commoditized, absolutely. >> Okay, so, but historically, you know Cisco's still got 60% plus gross margins. EMC always had good margin. How pure is the lone survivor in Flash? They got 70% gross margins. So infrastructure actually has always been a pretty good business. >> Yeah that's true. But it's a hell of a lot easier, particularly with people like Aviatrix and others that are building these common architectural things that create simplicity and abstract the way the complexities of underneath such that we allow your network to run an AWS, Azure, Google, Oracle, whatever, exactly the same. So it makes it a hell of a lot easier >> Dave: Super cloud. >> to go move. >> But I want to tap your brain because you have a good perspective of this because servers used to be a great margin business too on-prem and now it's not. It's a low margin business 'cause all the margin went to Intel. >> Yeah. But the cloud guys, you know, AWS in particular, makes a ton of dough on servers, so, or compute. So it's going to be interesting to see over time if that gets com- that's why they're going so hard after silicon. >> I think if they can, I think if you can capture the workload. So AWS and everyone else, as another example, this SAP, they call that a gravity workload. You know what gravity workload is? It's a black hole. It drags everything else with it. If you get SAP or Oracle or a mainframe app, it ain't going anywhere. And then what's going to happen is all your other apps are going to follow it. So that's what they're all going to fight for, is type of app. >> You said something earlier about, forget multicloud, for a moment, but, that idea of the super cloud, this abstraction layer, I mean, is that a real business value for customers other than, oh I got all these clouds, I need 'em to work together. You know, from your perspective from Aviatrix perspective, is it an opportunity for you to build on top of that? Or are you just looking at, look, I'm going to do really good work in AWS, in Azure? Now we're making the same experience. >> I hear this every single day from our customers is they look and they say, good enough isn't good enough. I've now hit the point, I'm hitting route limitations. I'm hitting, I'm doing things manually, and that's fine when I don't have that many applications or I don't have mission critical. The dogs are eating the dog food, we're going into the cloud and they're looking and then saying this is not an operational model for me. I've hit the point where I can't keep doing this, I can't throw bodies at this, I need software. And that's the opportunity for us, is they look and they say, I'm doing it in one cloud, but, and there's zero chance I'm going to be able to figure that out in the two or three other clouds. Every enterprise I talk to says multicloud is inevitable. Whether they're in it now, they all know they're going to go, because it's the business units that demand it. It's not the IT teams that demand it, it's the line of business that says, I like GCP for this reason. >> The driver's functionality that they're getting. >> It's the app teams that say, I have this service and GCP's better at it than AWS. >> Yeah, so it's not so much a cost game or the end all coffee mug, right? >> No, no. >> Google does this better than Microsoft, or better than- >> If you asked an IT person, they would rather not have multicloud. They actually tried to fight it. No, why would you want to support four clouds when you could support one right? That's insane. >> Dave and Lisa: Right. If they didn't have a choice and, and so it, the decision was made without them, and actually they weren't even notified until day before. They said, oh, good news, we're going to GCP tomorrow. Well, why wasn't I notified? Well, we're notifying you now. >> Yeah, you would've said, no. >> Steve: This is cloud bottle, let's go. >> Super cloud again. Did you see the Berkeley paper, sky computing I think they call it? Down at Berkeley, yep Dave Linthicum from Deloitte. He's talking about, I think he calls it meta cloud. It's happening. >> Yeah, yeah, yeah. >> It's happening. >> No, and because customers, customers want that. They... >> And talk about some customer example or two that you think really articulates the value of why it's happening and the outcomes that it's generating. >> I mean, I was just talking to Lamb Weston last night. So we had a reception, Lamb Weston, huge, frozen potatoes. They serve like, I dunno, some ungodly percentage of all the french fries to all the fast food. It's unbelievable what they do. Do you know, they have special chemicals they put on the french fries. So when you get your DoorDash, they stay crispy longer. They've invented that patented it. But anyway, it's all these businesses you've never heard of and they do all the, and again, they're moving to SAP or they're actually SAP in the cloud, they're one of the first ones. They did it through Accenture. They're pulling it back off from Accenture. They're not happy with the service they're getting. They're going to use us for their networking and network security because they're going to get that visibility and control back. And they're going to repatriate it back from a managed service and bring it back and run it in-house. And the SAP basis engineers want it to happen because they see the visibility and control that the infrastructure guy's going to get because of us, which leads to, all they care about is uptime and performance. That's it. And they're going to say the infrastructure team's going to lead to better uptime and better performance if it's running on Aviatrix. >> And business performance and uptime, business critical >> That is the business. That is the business. >> It is. So what are some of the things next coming down the pike from Aviatrix? Any secret sauce you can share? >> Lot of secrets. So, two secrets. One, the next thing people really want to do, embedded network security into the network. We've kind of talked about this. You're going to be seeing some things from us. Where does network security belong? In the network. Embedded in the fabric of the network, not as this dumb device called the next-gen firewall that you steer traffic to. It has to be into the fabric of what we do, what we call airspace. You're going to see us talk about that. And then the next thing, back to the maturity of the cloud, as they build out the core, guess what they're doing? It's this thing called edge, Dave, right? And guess what they're going to do? It's not about connecting the cloud to the edge to the cloud with dumb things like SD-WAN, right? Or SaaS. It's actually the other way around. Go into the cloud, turn around, look out at the edge and say, how do I extend the cloud out to the edge, and make it look like a VPC. That's what people are doing. Why, 'cause I want the operational model. I want all the things that I can do in the cloud out at the edge. And everyone knows it's been in networking. I've been in networking for 37 years. He who wins the core does what? Wins the edge, 'cause that's what happens. You do it first in the core and then you want one architecture, one common architecture, one consistent way of doing everything. And that's going to go out to the edge and it's going to look like a VPC from an operational model. >> And Amazon's going to support that, no doubt. >> Yeah, I mean every, you know, every, and then it's just how do you want to go do that? And us as the networking and network security provider, we're getting dragged to the edge by our customer. Because you're my networking provider. And that means, end to end. And they're trying to drag us into on-prem too, yeah. >> Lot's going on, you're going to have to come back- >> Because they want one networking vendor. >> But wait, and you say what? >> We will never do like switches and any of the keep Arista, the Cisco, and all that kind of stuff. But we will start sucking in net flow. We will start doing, from an operational perspective, we will integrate a lot of the things that are happening in on-prem into our- >> No halfway house. >> Copilot. >> No halfway house, no two architectures. But you'll take the data in. >> You want one architecture. >> Yeah. >> Yeah, totally. >> Right play. >> Amazing stuff. >> And he who wins the core, guess what's more strategic to them? What's more strategic on-prem or cloud? Cloud. >> It flipped three years ago. >> Dave: Yeah. >> So he who wins in the clouds going to win everywhere. >> Got it, We'll keep our eyes on that. >> Steve: Cause and effect. >> Thank you so much for joining us. We've got your bumper sticker already. It's been a great pleasure having you on the program. You got to come back, there's so, we've- >> You posting the bumper sticker somewhere? >> Lisa: It's going to be our Instagram. >> Oh really, okay. >> And an Instagram sto- This is new for you guys. Always coming up with new ideas. >> Raising the bar. >> It is, it is. >> Me advance, I mean, come on. >> I love it. >> All right, for our guest Steve Mullaney and Dave Vellante, I'm Lisa Martin. You're watching theCUBE, the leader in live enterprise and emerging tech coverage.

(upbeat music) >> Hey everyone. Welcome back to San Francisco, VMware Explorer 2022, Lisa Martin and Dave Nicholson here. We've been having some great conversations today. Lots of news coming out about VMware and its partner ecosystem. We're going to have another conversation about that next. Please welcome two guests to the program, Chance Bingen, technical marketing engineer at NetApp and Jason Massae, staff technical marketing architect, storage and vVols at VMware. Guys, welcome to the program. >> Thanks. >> Glad to be here. >> It's nice to be back in person. >> It is. It's very nice. Oh my gosh. >> And we're hearing there about 7,000 to 10,000 people here, when I was in the Keynote, this morning it was definitely standing room only. >> Yeah, yeah. You've definitely seen the numbers ticked up at the last minute. It was good to see that. It's good, I think a lot of people have really wanted to get back, get that one on one that face to face. There's nothing like being able to, you know, talk to, the experts, talk to the vendors, you know, see your comrades. I mean, that's the thing. I mean, we've seen people that I haven't seen for years, even on my own team, so really good to be back into it. >> It is and it was lots of news coming out this morning during the Keynote. My goodness. But Jason, talk to me, the NetApp and VMware folks had been in tight partnership for a long time. Talk to me about, get both of your perspective from a technical perspective about the depth of the partnership. >> Yeah, so actually NetApp was one of the original design partners for vVols. And with that, now with some of the stuff we're doing with more current stuff with virtual volumes is, NetApp is back and we've got some pretty neat stuff that we've been working on with vVols. And NetApp's got some pretty neat stuff that they've been working on to enable the customers with more features, more functionality with the virtual volume functionality. >> Yeah, absolutely. >> Give us a quick primer on what is a vVol? What is a virtual volume? How does it fit into the, into this stack of stuff that we do in IT? >> Yeah. So the easiest way to kind of think of what a vVol is or a virtual volume is you can think of it kind of like an RDM, those row device map, which is kind of a four letter word. We don't really like those, but the idea is that object, that virtual volume is native on the array and presented directly to the VM. But now what we do is we're presenting all of the storage array features up to vSphere and we're managing those storage features via policy based management. But instead of applying storage capabilities at a data store level, we're now applying them at a VM or an application level. So you can have one data store and multiple VMs, and every VM can have a different storage capability managed by a policy that the VI admin gets to manage now. So he doesn't have to go to the storage admin to say, I need a new line, or I need a new volume. He can just go in and create a policy or change a policy. And now that storage capability is applied to the VM or the application. >> Yeah. One thing I'd like to add to that is you can mentioned the word capabilities. >> So we look at the actual data protocols, whether they're file based or block based, you know, I-scuzzy, fiber channel, whatever the case might be. Those protocols have defined sets of capabilities and attributes and things they can expose. What vVols along with the VASA protocol brings to the table is the ability to expose things that are just impossible to expose via the data protocols themselves. So that the, actual nature of the array, what kind of array is it? What's it capable of doing? What is the nature of, you know, encryption? You know, is this going to be a secure, encrypted data store? Is it going to be something else? It just allows you to do so much more with the advanced capabilities that modern storage arrays have than you could ever do if you were just using the data protocols by themselves. >> Right? Yeah. Kind of under that same context. If you think about before with traditional storage, the vSphere or the array really doesn't understand what's going on underlying storage, but with vVols the array and vSphere completely understand at a disc level even, how that VM should be treated. So that helps the storage admin. Storage admin can now go in and see a specific disc of a VM and see the performance on the array. They can go in the array and see, oh, this disc on this VM has got performance issues or needs to be encrypted, or here's the size of that disc. And you couldn't easily see that with your traditional storage. So there's really a lot of benefits and it frees up a lot of time for the storage administrator and enables the VI admin to be able to do a lot of the storage management. >> So there have been, there been a lot of movements over the last decade in the realm of software defined storage. Where essentially all of the things that you are talking about are completely abstracted from the underlying hardware. In this case, you're leveraging the horsepower, if you will and the intelligence of a storage array that has a lot of horsepower and intelligence, and you're accessing those features. You mentioned encryption, whether if you're doing a snapshot or something like that, what's interesting here is it kind of maps to what we're looking at now, which is the trend in the direction of things like DPUs. >> If you go back in history long enough, we had the, you know, the TOE, NIC, TCP offload, you know, the idea of, hey, you know what, what if we had a smart device with its own brain power and we leveraged it. Well, you guys have been doing that from a vVols all perspective with NetApp filers, for lack of better term. For how long now, when did, when were they originally? >> 6.0 it was so it's been what? 11, 12 years. Something like that. >> It's been a while. So yeah, but it's been a decade or so. >> Mm-hmm >> So what's on the frontier. What's the latest there in terms of, in terms of cool stuff that's coming out. >> So actually today, in one of the things that we worked with NetApp that was part of the design partnership was, you know, the NVMe over Fabric protocol has become very popular to extend that functionality of all flash to the, an external array. And now we announce today, in including with that NVMe over Fabrics, you can now do vVols with NVMe over Fabrics. And again, that was something that we worked with NetApp to be a design partner for them. >> That's right. We're very excited about it. We've always been, you know, NVMe been something we've been very proud of for a while. Delivering the first end to end NVMe stack from inside the host, through the fabric, to the array, with the arrays front ports, all the way to the disc on the backend. So we're very excited about that. >> So target market joint NetApp, VMware customers, I presume. >> Really it's, the key here that I like to make sure customers understand is to see that vVols are on the leading edge of VMware's storage design. Some tend to think that maybe vVols wasn't the primary focus, but actually now it is the primary focus. Now I always like to give the caveat that VMFS and NFS are not going away. Those are still very much stuff that we work on. It's just that most of the engineering focus is on virtual volumes or vVols. >> Yeah. Similarly, when you talk about and you're sort of alluding to vSAN when we start talking about VMFS and things like that. >> Yeah. >> Architecturally, we've been talking to folks about the recent announcements with capabilities within AWS. You know, NetApp in AWS for VMware environments. Breaking out of the stranglehold that the, oh, you want more storage, you must buy more CPU and memory, building block process entails. The reality is no matter what you do with vSAN, you're going to have certain constraints that go away when now you have the option to leverage storage from the NetApp filers. >> Yeah, absolutely. >> So how does, how do vVols play in the cloud strategy moving forward? >> Well, so one of the things that we do with, vVols currently is mostly On-prem. But when you have the storage architecture, that vVols gives you as far as individual objects, it makes it much easier to migrate up into the cloud because you're not trying to migrate individual VMs that are on another type of system, whatever it might be, those objects are already their own entity. Right, so cloud, Tanzu, those type of things, those vVol objects are already their own entity. So it makes it very easy to migrate them on and off prem. >> So Chance talk to us a little bit about this from NetApp's perspective. You're in customer conversations, who are you talking to? Is this primarily an engineering conversation? Has this gone up the stack in terms of customers are finding themselves in this default multi-cloud environment? >> Yeah, so interestingly, when I talk to customers these days they are almost all either on a journey to a hybrid multi-cloud or they're in some kind of phase of transforming themselves into their own hyperscaler, right? They're be adopting a cloud service provider model and vVols is a perfect fit for that kind of model, because you have the ability to offer different tiers of service, different qualities of service with VM granular controls or VMDK granular controls, even. And even if you look at First Class Disc, right? Which is something that came out largely to support Tanzu, I think which fantastic use case for vVols as well there, but that gives you the ability to offer something like Amazon EBS, right? You can offer Amazon EBS in a native VMware stack using First Class Discs and vVols. And you're able to apply things like quality of service with that granular control that allows you to guarantee that customer the disc that they bought and paid for. They're going to get the IOPS that they're paying for because you're applying those QoS policies directly to that object on the array. And instead of having to worry about is the array going to be able to handle it? Are you going to have one VM that consumes all your IO, you know? You don't have to worry about that with vVols because you've got that integration with the array's native quality controls. >> And Chance what's in this for me as a customer? I'm hearing productivity, I'm hearing cost savings, control efficiency. Talk to me about the benefits in it for the folks that you're talking to. >> Yeah, absolutely. A lot of times it comes down to, you know I mentioned like the cloud service provider model, right? When you're looking to build a robust service catalog and you're able, you want to be able to meet all these like, we mentioned Tanzu, right? Containers as a service, you're able to provide the persistent volumes for your Kubernetes containers that are again, these native objects on the array and you have these fine grain controls, but it's handled at massive scale because it's all handled by storage policies, Kubernetes storage classes, which are natively mapped to VM storage policies through Tanzu. So it just, it gives you the ability to offer all of these services in a, again a rich and robust contents catalog. >> So what are you doing? So you mentioned a couple of things in terms of using array based quality of service. So give me an example of how you're avoiding issues of contention and over subscription in an environment where I'm an administrator and I've got this virtual volume that's servicing this VM or this app on this VM. What kind of visibility do I have down into the actual resources because look at the end of that chain there's a physical resource. And that physical resource represents, what? IOPS and bandwidth and latency and throughput and all of this bundle of things. So how do you avoid colliding with others who are trying to carve vVols out of this world? >> You mean like a noisy neighbor type of thing? >> Yeah. Yeah. >> So that's actually one of the big benefits that you get with vVols is that because those vial objects are native on the array, they're not sharing a loan or a volume. They're not sharing a resource. The only resource they're actually sharing is the array itself. So you don't get that typical noisy neighbor where this one's using all the resources of that volume because really you're looking out at the all encompassing array. And so a storage administrator and the VI admin have a lot more insight. The VI admin can now go to the storage admin if there's say a debugging issue, they want to find a problem. The storage admin now can see those individual objects and say, oh, well this VM, it's not really this, it's not all the discs. It's just disc number two or disc number three or they can actually see at a single disc level on the array, the performance, the latency, you know, the QS, all that stuff. >> Oh, absolutely. >> And that really is what, it frees up at the storage admin's time because the debugging is so much more simple. And it also allows the storage admin a lot more insight. Right? They know those, what's the problem. If you were typically looking at a loaner volume, they don't really know what's going on inside that and neither does the array. But with vVols, the array knows what each disc and how it's supposed to be treated based on the policies that the customer defines. So if one VM is supposed to have a certain QS and another VM isn't. The array knows that that VM, if it goes above it, it's going to be like, nope, you can't have those resources. You weren't granted those resources, but this one was. So you have much more control. And again, it's at an application or a VM level. >> And it's still, it's fairly dynamically configurable. I spoke to a customer just the other day. They are a cloud service provider. And what they do is their customers are able to go in and change their quality of service. So they go into that service portal and they say, okay, I'm paying for gold and I want platinum and they'll go in. They know that they've got a certain time where they need more IO capacity. So they'll go in, they'll pay the fee, increase that capability. And then when they don't need it anymore, they'll downgrade again. >> Okay, so that assumes some ability at the array level to do some sort of resource sharing and balancing to be able to go out and get, say more IO. Because again, fundamentally, if you have a virtual volume, that's drawing its resources from five storage devices, whether those are SSD based or NVMe or spinning disc that represents a finite it amount of resource. The assumption is if you're saying that the array is the pool that you need to worry about, that assumes the array has the ability to go beyond here, based on a policy. >> So that's how it works. It does... >> Well, essentially. I mean, you can't outrun physics. So if the array can't go faster, but the idea is that you understand the performance profile of your array and then you create your service tiers appropriately. >> Okay. >> Yeah. And one of the big benefits is like Chance was saying, if you want to change a profile that used to be a Storage vMotion to a different data store. Now it's just a policy change. The storage admin doesn't have to do anything. The VI admin just changes the policy. And then the array understands, oh, I now need to treat that different. And that's exactly what Chance was talking about in that cloud provider situation, where today I'm using a 100,000 IOPS. I need to use 200,000 tomorrow for special, whatever it is, but I only need to use it for tomorrow. So they don't have to move anything. They just change the policy for that time. And then they change it back. They don't have to do anything on the array itself. They don't have to change anything physically on the VM. It's just a policy change. And that's really where you get that dynamic control of the storage capability. >> So as business dynamics are changing and I'm thinking of like black Friday or Prime day, being able to dial things up and dial it down, they have the ability to do that with a policy. >> Yes. >> Exactly. >> So huge time savings there. >> Oh, it's huge. Yeah. >> Yeah. >> And it simplifies because now, I don't have to have multiple data stores. You can have one data store, all your VMs in there. You can limit test and dev and you can maximize business critical applications. Again, all via policy. So you've simplified your infrastructure. You've gone to more of a programmatic approach of managing your storage capabilities. But you're now managing at the VM level. >> So we mentioned that the cloud chaos (indistinct) that was mentioned this morning during the Keynote and we're saying a lot of customers are still in this cloud chaos phase. They want to get to Cloud Smart. How is this going to be one of those tools that helps customers pull the levers, dial the knobs, to be able to get to eventually, Cloud Smart. >> I could go on for this for hours. (Lisa Laughs) (Chance chuckles) This is really what simplifies storage. Because typically when you use traditional storage, you're going to have to figure out that this data store has this capability or another example, as you mentioned was Tanzu. If you're managing persistent volumes and you're not using something like vVols, if you want to get a certain storage capability, you have to either tag it or you have to create that data store with that capability. All of that goes away when you use vVols. So now that chaos of multiple data stores, multiple lines or multiple volumes, all that stuff goes away. So now you're simplifying your infrastructure, you have a programmatic approach to managing your storage and you can use it for all of your different types of workloads. So cloud, Kubernetes, persistent volumes, all that type of stuff. And again, all being managed via a simple and again, programmatic approach. So you could automate this. You know today, like you said, black Friday. Okay, Black, Friday's coming up. I want to change the policy. You could automate that. So you don't even have to go in and physically make the change of the policy now. You just say on Fridays, change it to this policy on Sunday night, change it back. >> Yep. >> Again, that's not something you can do with traditional storage. >> Okay. >> And I think from a simplification standpoint as well, you know, I was telling you about that other customer a couple days ago, they were running into the inability to grow beyond the bounds of VMFS file systems for very, very large VMs. And so what I talked to them about was look, if you go to vVols, you're not bound by file systems anymore. You have the capacity of the array and you can have VM discs up to 62 terabytes, you know, as many as you want. And it doesn't matter what they fit in because we can fit them all. So it's, to be able to, and that's some of our largest customers, the reason they go with vVols is to be able to grow beyond the bounds of traditional storage, anything like path limits, you know. That's something you have to contend with. >> Path limits, line limits, all that stuff. Typically just disappears with vVols. >> All those limits go away. Guys- >> They go away. >> Amazing. Congratulations on the work that you guys have done. Thank you so much for joining us on theCUBE talking about the value in it for customers and obviously the technical depths of the NetApp, VMware relationship. Guys, we appreciate your time. >> Yeah, thanks for having us on. >> Our pleasure. For my guests and Dave Nicholson. I'm Lisa Martin. You're watching theCUBE live from VMware Explorer 2022, Dave and I will be right back with our next guest. So stick around. (upbeat music)

(upbeat electronic music) >> Okay thanks, Adam, and the studio. We're here on the floor in Cloud City, right in the middle of all the action, the keynotes are going on in the background. It's a packed house. I'm John Furrier. Dave Vellante's on assignment, digging in, getting those stories. He'll have the analysis, he'll be back on theCUBE, but I want to welcome Chloe Richardson, who has been holding down the main stage here in Cloud City with amazing content that she's been hosting. Chloe, great to see you. Thanks for coming on theCUBE, and kicking it off day two with me. >> No, not at all. Thank you for having me! It's very exciting! I love what you guys have got over here, very fun! >> We're inside theCUBE. This is where all the action is, and also, Cloud City is really changing the game. If you look at what's going on here in Cloud City, it's pretty spectacular. >> No, I mean, the atmosphere is absolutely palpable. Isn't it? You can just feel it. People walk in and see what the future looks like for the telecoms industry. Very exciting. >> And you've been doing a great job on the main stage, we're really loving your content. Let's get into some of the content here. After the keynotes are going on, we're going to have DR maybe fly by the set later, we're going to check that out. But let's check out this videotape. This is TelcoDR. You got to check out this reel, and we'll be right back, and we'll talk about it. (smooth electronic music) >> TelcoDR burst onto the global telecom scene this year, making headlines for taking over the huge Erickson space at MWC 21, and for building Cloud City in just a hundred days. But why did the company go to such trouble? And what is their unique offering to the telecoms industry? And what drives their dynamic CEO, Danielle Royston, or DR, as everyone calls her? Cloud City Live caught up with DR, away from the hustle and bustle of the city to find out. (upbeat instrumental music) >> Hi, I'm Danielle Royston, coming to you from beautiful Barcelona! I'm here for MWC 21. About a hundred days ago, I decided to take over the iconic Erickson booth to turn it into Cloud City. Cloud City has over 30 vendors, and 70 demos, to introduce telco to what I think is the future for our industry. We're going to have three awesome experiences. We're going to talk about the new subscriber experience. We're going to talk about what's in store for the new network, and the future of work. And I'm really excited to create a community, and invite awesome telco executives to see this new feature. It's been a really tough 18 months, and we didn't know what MWC 21 was going to be like in terms of attendance. And so from the get-go, we planned this amazing experience that we call Cloud City Live. At Cloud City Live, we have two main components. We have the speaker series, where we have over 50 speakers from Amazon, Google, Microsoft, as well as CSPs, and awesome vendors, talking about the public cloud in telco. The second part of Cloud City Live is theCUBE. Think of this as like an ESPN desk of awesome tech interviews focused on telco and the public cloud, hosted by John furrier and Dave Vallente. Dave and John are going to talk to a variety of guests focused on telco in the public cloud. It's a great way for our virtual participants to feel like they're at the show, experiencing what's going on here. So excited to have them as part of the Cloud City booth. There's a ton of innovation going on in telco, and 20 years ago, Elon Musk set on his mission to Mars. I, like Elon Musk, am on a quest to take telco to the public cloud. Every year at MWC, there's always a flurry of announcements, and this year is no different. At this year's MWC, Totogi, a startup that I invested $1,000,000 in, will be launching. Totogi is introducing two products to the market this week at MWC. The first is at planetary scale charger. More than a charger, it's an engagement, coupling your network data with charging information to drive subscriber engagement, and doubling your ARPU. The second product that Totogi is introducing is a planetary scale BSS system, built on top of the TM Forum Open APIs. Both of these products will be available for viewing in the virtual booth, as well as on the show floor. The public cloud is an unstoppable mega trend that's coming to telco! I'm super excited to bring to you the vendors, the products, the demonstrations, and the speakers, both to people here in Barcelona, and virtually around the world! (upbeat instrumental music) Well, that was a fascinating insight into the origins of TelcoDR, why public cloud is going to truly disrupt the telecoms industry, and why DR herself is so passionate about it. If you'd like to find out more, come and see us at Cloud City. (groovy electronic music) >> Okay, thanks. Just rolling that reel. Chloe, I mean, look at that reel, I mean, DR, Danielle Royston, she's a star. And I've seen a lot of power players in the industry. She's got guts and determination, and she's got a vision, and she's not just, you know, making noise about telco and cloud, there's actually a lot of real good vision there! I mean, it's just so impressive. >> No, it really is. And for me, it's almost like the next moonshot. It's the moonshot of the telco world! She's innovative, she's exciting. And if we've learned anything over the last 18 months, it's that we need that in this industry, to grow for the future of the industry. So, so exciting. I think she's a real inspiration! >> And I love the fact that she's so takes the tiger by the tail. Because the telco industry is being disrupted, she's just driving the bus here. And I remember, I did a story on Teresa Carlson, who was with Amazon Web Services, she was running the public sector, and she was doing the same exact thing in that public sector world in DC, and around the world. She opened up regions in Bahrain, which as a woman, that was an amazing accomplishment. And she wasn't just a woman, she was just a power player! And she was an exceptional leader. I see DR doing the same thing, and people aren't going to like that, I'll tell you right now. People are going to be like, "Whoa, what's going on here?" >> Now of course, it's always that way we pioneers though, isn't it? At the time, people thinking what is going on here, we don't like change, why are being shaken up? But actually, afterwards, in retrospect, they think, "Oh, okay. I see why that happened, and we needed it." So, really exciting stuff. >> Making things happen, that's what we're doing here on theCUBE. Obviously, the main stage's doing a great job. Let's go check out this highlight reel. If you're watching and you missed some of the action, this is obviously the physical event back since 2019 in February, but there's also a hybrid event, a lot of virtual action going on. So, you got theCUBE Virtual, you got a lot of content on virtual sites. But in person here, we're going to go show you a highlight reel from what we did yesterday, and what was happening around the show. Enjoy this quick highlight reel from yesterday. (groovy electronic music) (cheerful instrumental music) (groovy electronic music) Okay. We're back here in theCUBE. We're on the main floor out here with Chloe, who is emceeing, hosting, and driving the content on the Cloud City main stage. Chloe, it's been great here. I mean so far, day one, I was watching your presentations and fireside chats you've been hosting. Awesome content. I mean, people are like jazzed up. >> Yeah, no, for sure. We had Scott Brighton on yesterday, who was our opening keynote on the live stage, and his session was all about the future of work, which is so relevant and so pertinent to now. And he talked about the way it's changing. And in 10 years, it's going to be a trillion dollar industry to be in the cloud at work. So, really interesting! I mean, yeah, the atmosphere here is great. Everyone's excited. It's new content everyday. And that's the thing, it's not stale content! It's stuff that people want to hear. People are here for the new hot trends, the new hot topics. It's very exciting. >> Yeah, the next big thing. And also it's a fiscal event, so since 2019, this Mobile World Congress has been a massive event, and hasn't happened since February, 2019. That's a lot of time that's elapsed in the industry because of COVID, and people are glad to be here. But a lot of stuff's changed! >> Yeah. It's a different world, right? I mean, two years in the telco industry is like a hundred years elsewhere. Everything has changed! Digital transformation migration, obviously cloud, which is what we're talking about over here at Cloud City Live. I'm wondering though, John, I'd like to pick your brains on something. >> John: Sure. >> It has changed in the last two years. We know that! But what about the future of Mobile World Congress? How do you see it changing in the next few years. >> Oh, man. That's a great question. I mean, my observation, I've been coming to the show for a very long time, over a decade and a half, and it's been a nerdy show about networks, and telecom, which is basically radios, and wireless, and then mobile. But it's very global, a lot of networks. But now it's evolving! And many people are saying, and we were talking on theCUBE yesterday, Dave Vellante was commenting, that this show is turning into a consumer like show. So CES is the big consumer electronics show in the US, in Las Vegas every year. This show has got a vibe, because of all the technology from the cloud players, and from the chips, getting smaller, faster, cheaper, more capability, lower power. So people look at the chips, the hardware. It's less about the speeds and feeds, it's more about the consumer experience. We got cars. I was talking to a guy yesterday, he said, "Vehicle e-commerce is coming." I went, "What the hell his vehicle e-commerce?" And you could be on your app driving down the freeway and go, "Hey, I want some food." Instead of having it delivered to you, you order it, you pick it up. So that's kind of what can be happening now in real time, you can do all kinds of other things. So, a lot of new things are happening. >> Yeah, I think so. Do you see that as another disruption for the industry? That is, the fact that it's moving to be more consumer focused? Is there anything we should be worried about in that space? >> Well, I think the incumbents are going to lose their positions. So I think in any new shift, new brands come in out of nowhere. And it's the people that you don't think about. It's the the company that you don't see. (audience in background applauding) And we got DR on the main stage right here, look at this! We saw her walk out with the confidence of a pro. >> Chloe: Yeah, for sure. >> She just walked out there, and she's not afraid. >> Well, as she said in her video, she is ready to wake them up! And you can see as soon as she walks out, that is what she intends to do today. >> I love her mojo. She's got a lot of energy. And back to the show, I mean, she's just an example of what I was saying. Like in every market shift, a new brand emerges. >> Chloe: Yep. >> I mean, even when Apple was tainted, they were about to shut down, they were going to run out of cash, when Steve Jobs brought back Apple, he consolidated and rebooted the company, the iPad was a seminal, iPod, a seminal moment. Then the iPhone, and just, the rest is history. That kind of disruption is coming. You're going to see that now. >> Oh, it's exciting though, isn't it? To be future ready, rather than future proof! But actually I wanted to ask you something as well, because we are seeing all these cloud players getting hot under the collar about telco. Why are they so excited? What's the buzz about wire, as you're on AWS and Google Cloud, why do they want to have a slice of the pie? >> Well, I think they're hot and heavy on the fact that telco is a ripe opportunity. And it used to be this boring, slow moving glacier. It's almost like global warming now, the icebergs are melting, and it's going to just change. And because of the edge, 5G is not a consumer wireless thing, it's not like a better phone. It's a commercial app opportunity, because it's high bandwidth. We've all been to concerts, or football games, or sporting events where a stadium is packed. Everyone gets bars on their wifi, but can't get out. Can't upload their picture to Instagram. Why? Because it's choking them on the network. That's where 5G solves a problem. It brings a lot of bandwidth, and that's going to bring the edge to life, and that's money. So when you got money, and greed, and power, changing hands, if it's on the table, and the wheel's spinning, it could be double zero, or it could be lucky seven. You don't know! >> Oh, for sure. And that's certainly enough to get all the big players hot and bothered about getting involved! And I suppose it circles back to the fact that DR is really leading the charge, and they're probably thinking, "Okay, what's going on here? This is different. We want something new." You did notice it, OpenRAN is something that we've been talking about over the last day or so. We've had quite a few of us speakers over here at Cloud City Live mention OpenRAN. What is it all about, Don? Because why all the buzz if 5G is such a hot topic? Why are we get excited about it? >> That's a great thing. The 5G certainly will drive the main trend, for sure. OpenRAN is essentially an answer to the fact that 5G is popular, and they need more infrastructure. So open source, the Linux Foundation, has been the driver for most of the open source software. So, they're trying to make open software, and open architectures, to create more entrepreneurial activity around hardware, and around infrastructure, because we need more infrastructure, we need more antennas, we need more transceivers, we need more devices. That could be open. So in order to do that, you got to open up the technology, and you want to minimize the licensing, and minimize a lot of these, you know, proprietary aspects. >> What did we look at? So on Wednesday, we've got a great keynote from Phillip Langlois, who is CEO and founder of P1 Security. And he's coming to talk to us about cybersecurity within the cloud, and within telco. So you just mentioned that OpenRAN is all about having open source, about having that space where we can share more efficiently and easily more easily. What does that mean for security though? Is it at risk? >> I think it's going to increase the value of security, and minimize the threats. Because open source, even though it's open, the more people that are working on it, the more secure it could be. So yes, it could be more open in a sense that could be explored by hackers, but open can also protect. And I think we've seen open source, and cloud in particular, be more secure. Because everyone said, cloud is not secure, open source is insecure. And as it turns out, when the collective hive minds of developers work on things, it gets secure. >> And it is interesting, isn't it? Because we have seen that there has been an uptick in cyber security threats, but actually I was speaking to some leaders across various industries, and particularly in tech, and they were saying, actually, there's not been an uptick in attempted threats, there's been an uptick because with this open-source environment, we are able to track them, and measure them, and defend more efficiently. So actually, they're being batted away. But the number is probably the same as it always was, we just didn't know about them before we had this open source environment. >> There's more money in threats, and there's more surface area. So as the tide rises, so to the threats. So on a net basis, it's more, because there's more volume, but it's pretty much the same. And look it, there's money involved, they are organized. There's a business model on attacking and getting the cash out of your bank, or ransomware is at an all time high. >> Yes! >> So this is like a big problem, and it's beyond the government. It's around individual freedom. So, security is huge. And I think open source and cloud are going to be, I think, the answer to that. >> Yeah, for sure. And it's, again, about collaboration, isn't it? Which we talk about all the time, but without collaboration, the industries are going to have to work together to promote this environment. So yeah, it should be good to talk with Phillip on Wednesday. >> I'd just say on security, don't download that PDF, if you don't know who it came from. The phishing is always good. Well, we got some great stuff coming up. We're going to have a great day. We got a video here of Mobile World Live. We're going to show this next segment, and we're going to toss it to a video. And this is really about to give the experience, Chloe, for people who aren't here. To get a feel for what's going on in Barcelona, and all the action. And if you look at the video, enjoy it. >> Hi, I'm Daniel Royston, CEO and founder of TelcoDR. But you can call me DR! Ready for some more straight talk about telco? It's go time! Let's do it. Holy shit! It sure is a great time to be a tech company! I mean, if you're Amazon, Microsoft, Google, Grab, Twilio, Door Dash, or Uber, life's pretty great! Just look at these stock prices over the past five years, with their shareholder value going up and to the right. Totally amazing! But where's telco? Dare I add our stocks to this awesome chart? Let's compare these fabulous tech stocks to AT&T, Vodafone, Telefonica, TIM, America Movil, and Zain Group. Huh. Not so great, right? Yep. I'm talking directly to you, senior telco execs. I'm here to wake you up! Why is it that Wall Street doesn't see you as tech? Why aren't CSPs seen as driving all the tech change? Why is it always Apple, Amazon and Google who get the big buzz? But more importantly, why isn't it you? Before I came to this industry, I always thought of carriers as tech companies. I gave more of my money to AT&T than to Apple, because I really cared about the quality of the network. But I also wondered why on earth the carriers allowed all the other tech companies to take center stage. After spending the last few years in telco, I now understand why. It's because you are network people, you are not customer people! I get it. You have the security blanket. You're a network oligopoly. It's crazy expensive to build a network, and it's expensive to buy spectrum. It takes operational chops to run a killer network, and it takes great skill to convince Wall Street to finance all of it. You telco execs are amazing at all those things. But because you focus on the network, it means you don't focus on the customer. And so far, you haven't had to. Every Telco's KPI is to be less shitty than their next competitor. You don't have to be the best. Just don't be last. Everyone else's NPS is in the thirties too. Their mobile app ratings are just as terrible as yours. Everyone's sucks at customer sat. And it's widely acknowledged and accepted. Let's talk about the cost of that. The cost is not measured on market share against other MNOs. The cost is measured in lost ARPU that the tech guys are getting. Everyone knows about the loss of texting to WeChat, WhatsApp, and the other OTT apps. But it is not just texting. The total adjustable market, or TAM, of the mobile app disruptors is huge! Instead of remaining network focused, you should be leveraging your network into a premier position. And because you're network people, I bet you think I'm talking about coercive network leverage. That is not what I'm talking about! I'm talking about love, customer love. There is one thing the highly valued tech companies all have in common. They all crush it on customer love! They look at every interaction with the customer and say, how do we make the customer love this? Like Netflix has easy monthly cancellation, Amazon does no questions asked returns, Uber gives users a real time view into driver rating and availability. Compare those ideas to the standard telco customer interaction. The highly valued tech companies don't have the network oligopoly to fall back on like you do. To survive, they must make customers love them. So, they focus on it in a big way! And it pays off. Their NPS is close to 70, and they have app ratings of 4.5 or higher. A far cry from your thirties NPS, and app ratings of 3.5. If you want to have those huge tech multiples for yourself, you have to start thinking about these guys as your new competition, not the other telcos in your market. The crazy thing is, if you give up using your network as a crutch, and put all of your focus on the customer, the network becomes an asset worth more than all the super apps. Let's step back and talk about the value of super apps, and becoming customer centered! Retooling around the customer is a huge change, so let's make sure it's worth it. We aren't talking about 25% improvement. I'm going to show you that if you become customer centric, you can double your ARPU, double your valuation multiples, and drive big shareholder value, just like the tech companies on that chart! Now let's talk about the customer focused super apps. There are hundreds of companies in a variety of categories vying for your subscribers' disposable income. Movies, food delivery, financial services. Who are they? And why does Wall Street give them such high valuations and like them so much? Well first, look at what they are telling Wall Street about their TAM. They broadcast ridiculously huge TAMs that are greater than the telco TAMs. You know, who should have a ridiculously huge TAM? You! Hello? What I'm saying is that if you got what's yours, you double in size. And if you take the TAMs they throw around, you'd be five times as big. When I think about the opportunity to double ARPU, without having to double the cap ex to build out the network, I say to myself, hell yeah! We should totally go do it, and do whatever it takes to go get it. For example, let's talk about Grab. Grab is a Southeast Asian super app company with an expected $40 billion valuation. Grab's customer focus started in Rideshare, but then leveraged its customer love into wallet deliveries, hospitality, and investing. Their ARPU is now larger than a Telco's ARPU in countries where they compete, and they have a higher valuation than those telcos too. Imagine if you could combine a great user experience with the valuable services that helped grow your ARPU. That would be huge! So, how do you build a super app? I bet right about now, you're wishing you had a super app. Everyone wants a super app! A lot of money has been unsuccessfully spent by telcos trying to build their own. I bet you're saying to yourself, "DR, your pie in the sky sounds great, but it has no chance of success." Well, I'm betting things are about to change. There is a public cloud startup called to Totogi that is going to help carriers build world-class super apps. To have a successful super app, there is one key metric you need to know. It is the KPI that determines if your super app will be a success or a flop. It's not about the daily active users. It's not the average order value. It's not even gross merchandise value. It's all about the frequency of use per day by the user. That's the metric that matters. How many have you used that metric in your telco apps? Do you have a team driving up user app interactions every day? Most telco apps are used for top-up, or to check a bill. This is a huge missed opportunity. Super app companies excel at building great experiences and driving a huge amount of interactions. They have to, their business depends on it. They have to be customer focused. They have to keep bringing the user back to the app, every day, multiple times a day. And you know what? They do a great job. Customers love their super apps. They have great user experiences. Like Apple credit cards, no information required application process. They have high net promoter scores because of customer friendly policies. Like how Door Dash retroactively credits fees when you move to a better plan. And they have great app store ratings, because they do simple things, like remember your last order, or allow you to use the app, rather than forced you to call customer service. Customers of successful super apps love it when new services are added. And because of the customer love, every time something is added to the app, customers adopt it immediately. New services drive frequent daily user interactions. So our problem in telco is we have an app that is only open once per month, not multiple times per day. And without frequent opens, there is no super app. Hm, what do we have in telco that we could use to help with this problem? I wonder. While you don't currently have a mobile app that subscribers use multiple times a day, you have something that's 10 times better! You have a network. Subscribers already interact with your network. 10 times more frequently than any user with any of the super apps. But telcos don't leverage those interactions into the insanely valuable engagements they could be. Worse, even if you wanted to, your crappy, over customized, on-premise solutions, make it impossible. Thankfully, there's this new tech that's come around, you may have heard of it, the public cloud. When you bring the enabling technology of the public cloud, you can turn your network interactions into valuable super app interactions. And there's a special new startup that's going to help you do it, Totogi! Totogi will leverage all those network interactions, and turn them into valuable customer interactions. Let me repeat that. Totogi will leverage all those network interactions, and turn them into valuable customer interactions. Totogi allows the carrier to leverage its network, and all the network interactions, into customer engagement. This is something that super apps don't have, but will wish they did. But this magic technology is not enough. Telcos also need to move from being network focused to being customer focused. Totogi enables telcos to chase exciting revenue growth without that annoying, massive cap ex investment. Totogi is going to help you transform your sucky mobile apps, with the crappy customer ratings, into something your subscribers want to open multiple times a day, and become a platform for growth. I'm so excited about Totogi, I'm investing $100,000,000 into it. You heard me right. $100,000,000. Is this what it feels like to be SoftBank? I'm investing into Totogi because it's going to enable telcos to leverage their network interactions into super app usage! Which will lead to an improved subscriber experience, and will give you a massive jump in your ARPU. And once you do that, all those telco valuations will go from down here, (buzzes lips) to up here. And so I've been talking to some folks, you know, checking in, feeling them out, getting their thoughts. And I've been asking them, what do you think about telcos building super apps? And the response has been, "Click. Eh." Everyone says, no way. Telcos can't do it. Zero chance. Total goose egg. (egg cracking) One suggested I build a bonfire with a hundred million dollars, because then at least I wouldn't waste years of my life. Well, I think those people are dead wrong! I do believe that telcos can build super apps and make them super successful. The public cloud is changing all parts of telco, and Totogi and super apps are fundamentally changing the customer relationships. In one month at MWC, people will see what Totogi has to offer, and they will understand why I'm making this bold call. Because Totogi takes the value of the network, and the power of the public cloud, to help telcos move from being network centric, to being customer centric. Boom! If you want to make this transformation and reap all the financial benefits, you will have to compete for customers with a whole new set of players. You will no longer compete with the network focused guys, like the other telcos. Instead, you will be competing against the customer focused companies. These players don't have a network to fall back on like your old competitors, they know they have to make customers love them. Their customer loyalty is so off the charts, their customers are called fans. So if you want that big money, you will have to compete on their turf, and make the customers want to choose you. You need Apple level loyalty. That bar is uber high. We'll have to give up the security blanket of the network, and change. Instead of NPS at the thirties, it needs to be in the seventies. Instead of mobile app ratings in the threes, they need to get five stars. I'm betting big that Totogi will make that possible! I'm going to help you every step of the way, starting with my keynote next month at MWC. Join me, and I'll share the secrets to converting your super valuable network interactions to make your super app a massive success. We're going to have an amazing time, and I can't wait to see you there! >> Okay. We're back here in theCUBE here at Mobile World Congress in Cloud City. I'm John Furrier. Chloe Richardson's filling in for Dave Vellante who's out on assignment. He's out getting all the data out there and getting stories. Chloe, what a great keynote by Danielle Royston. We just heard her involving major action, major pump you up, punch in the face, "Wake the heck up cloud people, cloud is here!" She didn't pull any punches. >> No, I mean the thing is, John, there's trillions of dollars on the table, and everyone seems to be fighting for it. >> And you heard her up there, if you're not on the public cloud, you're not going to get access to that money. It's a free for all. And I think the cloud people are like, they might think they're going to walk right in, and the telco industry is going to just give it up. >> No, of course. >> And it's not going to be, it's going to be a fight! Who will win? >> Who will win, but also who will build the next big thing? (John laughing) >> Someone needs to die in the media conversations. It's always a fight. Something's dead. Something's dead but keeps the living. All that kidding aside, this is really about partnering. Think what's happened is Telco's already acknowledged that they need to change. And the 5G edge conversation, the chip acceleration. Look at Apple. They've got their own processors, Nvidia, Amazon makes their own chips, Intel's pumping stuff out, you've got Qualcomm. You've got all these new things. So, the chips are getting faster, and the software's more open source. And I'm telling you, the cloud is just going to drive that bus right down Cloud Street, and it's going to be in Cloud City everywhere. >> And it's going to be peepin' on the board as it drives down. (John laughing) John, I'm not a stalker, but I have read some of the things that you've written, and one of the things you mentioned that was really interesting was the difference between building and operating. Break it down for me, what does that mean? >> That means basically in mature markets, and growing markets, things behave differently, and certainly economics, and the people, and the makeup, and the mindset. So the telco has been kind of this mature market, it's been changing and growing, but not like radically. Cost optimization, make profit. You know, to install a lot of cable, you got to get the rents out of that infrastructure. And that's kind of gone on for too long. Cloud is a growth market. And it's about building, not just operating. And you've got operators, carriers are operating networks. So you're going to see the convergence of operators and builders coming together. Builders being software developers, new technology, and executives that think about building. And you want people on your team that are going to be, I won't say war time, you know, lieutenants or generals, but people who can handle the pace of change. Because the change and the nature is different. And some people want slow and steady, keep the boat from rocking. But in a growth market, it's turbulent, and the ride might not be quiet, first-class ticket to paradise. It's bumpy, but it's thrilling. >> No, of course. Is it similar to the old sales adage of hunter versus farmer? Are there parallels there? >> Yeah. I mean, there's a mindset. If you have a team of people that aren't knocking down new opportunities and building the next big thing, fixing your house, get your house in order, you know, refactor, reset, reboot, replatform with the cloud, and then refactor your business! If you don't have the people thinking like that, you're probably either going to be taken over, or go out of business. And that's what the telcos with all these assets, they're going to get bought, rolled into a SPAC, Special Purpose Acquisition Company, which is super hot in the United States. A lot of roll-ups going on with private equity. So a lot of these telcos, if they don't refactor, or replatform then refactor, they're going to be toast, and they're going to get rolled up, and eaten up by somebody else. >> Yeah, sure. It's interesting though, isn't it? Because when we think of telco in tech, we often think of, obviously we've got the triad, people, process, technology, and we think, process and technology really to the forefront here. But like you said there, people are also so important because if you don't have this right balance, you're not going to be able to drive that change. We had, obviously, Scott Brighton on the stage yesterday, and after his session, somebody came up to me and just said, "I'm interested to hear what that means for education." So how can we establish this new generation of tech and telco leaders from the grassroots with educational associations, establishments. How can we encourage that? I wonder, is this something that you talk about? >> Yeah. I mean, education's huge, and this highlights the change that telco's now part of. Telco used to be a boring industry that ran the networks, or moving packets around, and mobile was there. But once the iPhone came out in 2007, the life has changed, society has changed, education's changed, how people interact has changed. So, you start to see people now aware of the value. And if you look at during COVID, the internet didn't crash, the telcos actually saved our asses, and everyone survived because the network didn't break. Yeah, we had some bad Zoom meetings here and there, and some teleconferences that didn't go well, but for the most part we survived, and they really saved everybody. So, they should get kudos for that. But now they're dependent upon healthcare, education. People care about that stuff, so now you're going to start to see an elevated focus on what telecom is doing. That's why the edge has got trillions of dollars up for grabs. But education, there's negative unemployment in cybersecurity and in cloud. So for the people who say, "Oh, there's no jobs." Or, "I can't work." That's a bunch of BS, because you can just get online, get on YouTube, and just get a degree. You can get a degree. You can get an Amazon job. It pays a hundred thousand dollars a year! American. You can make a hundred thousand pounds, and be unemployed six months, and then be employed. So negative unemployment means, there's more jobs than people to fill them all, in fact. >> Yeah, it's interesting you mentioned that, because I was talking to a cyber security leader who was saying in something, I think there were now 3 million vacancies in cybersecurity. And there's such a skill shortage. There is nobody around to fill it! So it's an interesting problem to have, isn't it? Because it's reversed to what we've been used to for the last few decades! And obviously, telco is in the same space. But what can we do about it do you think, to actually -- >> I think it's going to take leadership, and I'm a big proponent of kids not going to university if they don't have to. Why spend the dough, money, if you don't have to? You can get online. I mean, the data's there. But to me, it's the relationships, the mentorship. You're starting to see a women in tech, and underrepresented minorities in the tech field, where mentorship is more important than curriculum. Community is more important than just going through a linear courseware. Nobody wants to sit online and go through linear courseware. Now, if they have to get a certificate, or degree, and accreditation, no problem. But the communities are out there, so that's a big change over, I'm a big fan of that. And I think people should, you know, get some specialized skills. You can get that online, so why even go to school? So, people are figuring that out. >> For sure. And also, even transferring. I mean, so many skills are transferable nowadays, aren't they, so we could easily be talking to people from other industries, and bringing them into telco, and saying, "Look, bring what you know from your retail background, or your healthcare background, and help us at telco to, again, drive forwards." Just like DR was saying, it's all about the next big thing. >> Well, Danielle is always also driving a lot of change. And if you think about the jobs, and the pedigree of going to a university, oh, Harvard, all the big Ivy Leagues, Oxford in your area. So it's like, if you go to the school like that, and you get a pedigree, you instantly get a job. Now the jobs that are available weren't around five years ago, so there's no like pedigree or track record. There's no like, everyone's equal. >> Yeah. >> So you could, the democratization of the internet now, from a job standpoint, is people are leveling up faster. So it's not about the Ivy League, or the big degree, or silver spoon in your mouth, you've got the entitlement. So you start to see people emerging and making things happen. Entrepreneurship in America, immigrant entrepreneurship. People are billionaires that have no high school diplomas! >> It's interesting you mention that, John, because we can't have more than five years experience in this space, we know that. But in telco, there is a problem. And maybe it's, again, it's a flipped problem where telco recruiters, or talent acquisition leaders, are now asking for kind of 10, 20 years experience when they're sending out job descriptions. So does that mean that we are at fault for not being able to fill all these vacancies? >> I think that's just, I mean I think there's a transition of the new skill set happening, one. But two, I think, you know, to be like a chip engineer, (laughs) you can't learn that online. But if you want to run a cloud infrastructure, you can. But I think embedded systems is an area that I was talking to an engineer, there's a huge shortage of engineers who code on the microprocessors, on the chips. So, embedded systems is a big career. So there's definitely paths you can specialize. Space is another area you've seen a lot of activity on. You see Jeff Bezos and Elon Musk is going to be here on a virtual keynote, trying to go to Mars. And you know, Danielle Royston always says, "What's going to happen first, Mars colony, or telco adopting public cloud?" And some people think Mars will happen first, but. >> What do you think, John? >> I think Telco's going to get cloud. I mean first of all, public cloud is now hybrid cloud, and the edge, this whole internet edge, 5G, is so symbolic and so important, because it's an architectural beachhead. And that's where the trillion dollar baby is. So, the inside baseball, and the inside money, and all the investors are focusing on the edge, because whoever can command the edge, wins all the dollars. So everyone kind of knows, it's a public secret, and it's fun to watch everyone jockey for the positions. >> Yeah no, it really is. But it's also quite funny, isn't it? Because the edge is almost where we were decades ago, but we're putting the control back in the hands of consumers. So, it's an interesting flip. And I wonder if, with the edge, we can really enhance this acceleration of product development, this efficiency, this frictionless system in which we live in. And also, I've heard you say hybrid a few times, John. >> John: Yeah. >> Is hybrid going to be the future of the world no matter what industry you're in? >> Hybrid is everything now. So, we're the hybrid CUBE, we've got hybrid cloud. >> Exactly. >> You got hybrid telco, because now you've got the confluence of online and offline coming together. That is critical dynamic! And you're seeing it. Like virtual reality, for instance, now you're seeing things, I know you guys are doing some great work at your company around creating experiences that are virtual. You got, companies like Roblox went public recently. Metaverse. It's a good time to be in that business, because experiential human relations are coming. So, I think that's going to be powered by 5G. You know, gamers. So, all good stuff. Chloe, great to be with you here on theCUBE, and we're looking forward to seeing your main stage. >> Great. >> And then we're going to send it back to the studio, Adam, and the team. We're waiting for DR to arrive here in Cloud City. And this is theCUBE, from Cloud City, back to you, Adam, and the studio.

(upbeat music) >> Okay, thanks Adam in the studio. We're here on the floor in Cloud City, right in the middle of all the action. The keynotes are going on in the background, it's a packed house. I'm John Furrier. Dave Vellante is on assignment, digging in, getting those stories. He'll have the analysis, he'll be back on theCUBE but I want to welcome Chloe Richardson, who has been holding down the main stage here in Cloud City, with amazing content that she's been hosting. Chloe, great to see you. Thanks for coming on theCUBE and kicking it up day two with me. >> No, not at all. Thank you for having me. It's very exciting. I love what you guys have got over here, very fun. >> We're inside theCUBE. This is where all the action is. And also the Cloud City is really changing the game. If you look at what's going on here in Cloud City, it's pretty spectacular. >> Know, I mean the atmosphere is absolutely palpable, isn't it? You can just feel as people walk in and see what the future looks like to the Telecoms industry, it's very exciting. >> And you've been doing a great job on the main stage. We've been really loving your content. Let's get into some of the content here. Actually the keynote is going on, we're going to have DR, maybe fly by the set later, we're going to check that up. But let's check out this videotape of, this is TelcoDR. You got to check out this reel and we'll be right back, we'll talk about it. (upbeat music) >> TelcoDR burst onto the global telecom scene this year, making headlines for taking over the huge Erickson's space at MWC21. And for building Cloud City in just a hundred days. But why did the company go to such trouble? And what is the unique offering to the telecoms industry? And what drives their dynamic CEO, Danielle Royston or DR as everyone calls her? Cloud City Live caught up with DR, away from the hustle and bustle of the city to find out. (upbeat music) >> Hi, I'm Danielle Royston, coming to you from beautiful Barcelona. I'm here for MWC21. About a hundred days ago, I decided to take over the iconic Erickson booth to turn it into Cloud City. Cloud City has over 30 vendors and 70 demos to introduce telco to what I think is the future for our industry. We're going to have three awesome experiences. We're going to talk about the new subscriber experience, we're going to talk about what's in store for the new network and the future of work. I'm really excited to create a community and invite awesome telco executives to see this new future. It's been a really tough 18 months, and we didn't know what MWC21 was going to be like in terms of attendance. And so from the get go we plan this amazing experience that we call, Cloud City Live. At Cloud City Live, we have two main components. We have the speaker series where we have over 50 speakers from Amazon, Google, Microsoft, as well as CSPs and awesome vendors talking about the public cloud in telco. The second part of Cloud City Live, is theCUBE. Think of this as like an ESPN desk of awesome tech interviews focused on telco and the public cloud hosted by John Furrier and Dave Vellante. Dave and John are going to talk to a variety of guests, focused on telco and the public cloud. It's a great way for our virtual participants to feel like they're at the show, experiencing what's going on here. So excited to have them as part of the Cloud City booth. There's a ton of innovation going on in telco. And 20 years ago, Elon Musk set on his mission to Mars. I, like Elon Musk, I'm on a quest to take telco to the public cloud. Every year at MWC, there's always a flurry of announcements and this year is no different. At this year's MWC, Totogi, a startup that I invested a hundred million dollars in, will be launching. Totogi is introducing two products to the market, this week at MWC. The first is a planetary scale charger. More than a charger, it's an engagement coupling dual network data with charging information to drive subscriber engagement and doubling your ARPU. The second product that Totogi is introducing, is a planetary scale BSS system built on top of the TM forum, open APIs. Both of these products will be available for viewing in the virtual booth, as well as on the show for. The public cloud is an unstoppable mega trend that's coming to telco. I'm super excited to bring to you, the vendors, the products, the demonstrations, and the speakers, both to people here in Barcelona and virtually around the world. (upbeat music) >> Well, that was a fascinating insight into the origins of TelcoDR, why public cloud is going to truly disrupt the telecoms industry and why DR herself is so passionate about it. If you'd like to find out more, come and see us at Cloud City. (upbeat music) >> Okay, thanks. Just roll on that reel. Chloe, I mean, look at that reel. I mean, DR, Danielle Royston, she's a star and I've seen a lot of power players in the industry. She's got guts and determination, and she's got a vision and she's not just, you know, making noise about telco and cloud, there's actually a lot of real good vision there. I mean, it's just so impressive. >> No, really isn't. And for me, it's almost like the next moonshot. It's the moonshot of the telco world. She's innovative, she's exciting and if we've learned anything over the last 18 months is that we need to in this industry to grow and for the future of the industry. So, it's so exciting. I think she's a real inspiration. >> And I love the fact that she's so, takes a tiger by the tail, because the telco industry is being disrupted. She's just driving the bus here and I remember I did a story on Teresa Carlson, who was with Amazon web services, she was running the public sector and she was doing the same exact thing in that public sector world in DC and around the world. She opened up regions in Bahrain, which as a woman, that was an amazing accomplishment. And she wasn't just a woman, she was just a power player. And she was exceptional leader. I see DR doing the same thing and people aren't going to like that, I'll tell you right now. People are going to be like, whoa, what's going on here? >> And of course, it's always the way we pioneers though, isn't it? At the time people thinking what's going, we don't like change, why are we being shaken up. But actually afterwards, in retrospect, they think, oh, okay, I see why that happened and we needed it. So really exciting stuff. >> Making things happen, that's what we're doing here in theCUBE. Obviously the main stage's doing a great job. Let's go check out this highlight reel. If you're watching and you miss some of the action, this is, I'll see the physical event back since 2019 in February, but there's also a Hybrid event. A lot of virtual action going on. So you got theCUBE virtual, you got a lot of content on virtual sites, but in person here, we're going to go show you a highlight reel from what we did yesterday, what was happening around the show? Enjoy this quick highlight reel from yesterday. (upbeat music) (upbeat music) (upbeat music) Okay. We're back here in theCUBE. We're the main floor out here with Chloe Richardson, who is emceeing, hosting and driving the content on the Cloud City main stage. Chloe, it's been great here. I mean, so far day one, I was watching your presentations and inspire site chats you've been hosting. Awesome content. I mean, people are like jazzed up. >> Yeah, I know for sure. We had Scott Brighton on yesterday, who was our opening keynote on the live stage. And his session was all about the future of work, which is so relevant and so pertinent to now. And he talked about the way it's changing and in 10 years it's going to be a trillion dollar industry to be in the cloud at work. So really interesting. I mean, yeah, the atmosphere here is great, everyone's excited, there's new content everyday. And that's the thing, it's not stale content. It's stuff that people want to hear. People are here for the new hot trends, the new hot topics. Really exciting. >> Yeah, the next big thing. And also it's a fiscal event. So since 2019, this Mobile World Congress has been a massive event and hasn't happened since February, 2019. That's a lot of time that's elapsed in the industry cause of COVID and people are glad to be here, but a lot of stuff's changed. >> Yeah, it's a different world, right? I mean, two years in the telco industry is like a hundred years elsewhere. Everything has changed, digital transformation migration, obviously cloud, which is what we're talking about over here at Cloud City Live. I'm wondering though John, I'd like to pick your brains on something. >> Sure. >> It has changed in the last two years, we know that, but what about the future of Mobile World Congress? How do you see it changing in the next few years? >> Oh man, that's a great question. I mean, my observation, I've been coming to the show for a very long time, over a decade and a half, and it's been a nerdy show about networks and telecom, which is basically radios and wireless and then mobile. It's very global, a lot of networks, but now it's evolving and many people are saying, and we were talking on theCUBE yesterday, Dave Vellante was commenting that this show is turning into a consumer like show. So CES is the big consumer electronics show in the US, in Las Vegas every year. This show has got a vibe because what's all the technology from the cloud players and from the chips, are getting smaller, faster, cheaper, more capability, lower power. So if you look at the chips, the hardware, it's less about the speeds and feeds. It's more about the consumer experience. You got cars. I was talking to a guy yesterday, he said, "Vehicle e-commerce is coming." I'm like, "What the hell his vehicle e-commerce?" And you could be on your app, driving down the freeway and go, "Hey, I want some food." Instead of having it delivered to you, if you order it you pick it up. So that's kind of can be happening now in real time, you can do all kinds of other things. so a lot of new things are happening. >> Yeah, I think so. Do you see that as another disruption for the industry that is the fact that it's moving to be more consumer focused? Is that anything we should be worried about in that space? >> Well I think the incumbents are going to lose their position. So I think in any new shift, new brands come in out of nowhere. >> For sure. >> And it's the people that you don't think about. It's the company that's not, that you don't see. And we got DR on the main stage right here, look at this. You saw her walk out with the confidence of a pro. She just walked out there and she's not afraid. >> No. Well, as she said in her video, she is ready to wake them up and you can see as soon as she worked out. That is what she intends to do. >> I love her mojo, she's got a lot of energy. And back to the show, I mean, she's just an example of what I was saying. Like in every market shift, a new brand emerges. >> Yep. >> I mean, even when apple was tainted, they were about to shut down, they were going to run out of cash. When Steve Jobs brought back apple, he consolidated and rebooted the company. The iPad was a similar moment, then the iPhone and just the rest is history. That kind of disruption's coming. You're going to see that here. >> Yeah. Oh, it's exciting though isn't it? To be future ready rather than future proof but actually I wanted to ask you something as well, because we are seeing all these cloud players getting hot under the collar about telco. Why are they so excited? What's the buzz about why, as you're in MWS and Google Cloud? Why do they want to have a slice of the pie? >> Well, I think they're hot, hot and heavy on the fact that telco is a ripe opportunity and it used to be this boring, slow moving glacier. >> Okay. >> It's almost like global warming now. The icebergs are melting and it's going to just change and because of the edge, 5G is not a consumer wireless thing. It's not like a better phone, it's a commercial app opportunity cause it's high bandwidth. We've all been to concerts or football games or sporting events where a stadium is packed. Everyone gets bars on their wifi, but can't get out, can't upload their pictures on Instagram. Why? Because it's choking them in the network. That's where 5G solves the problem. It brings a lot of bandwidth and that's going to bring the edge to life and that's money. So when you got money and greed and power changing hands, it's every, it's on the table and the wheel's spinning, and it could be double zero, or it could be lucky seven. You don't know. >> Yeah, for sure. And that's certainly enough to get all the big players hot and bothered about getting involved. And I suppose it circles back to the fact that, DR is really leading the charge and they're probably thinking, okay, what's going on here? This is different, we want something new. You didn't know it's an open run or something that we've been talking about over the last day or so. We've had quite a few of us speakers over here constantly. I've mentioned open run. What is it all about John? Because why all the bars, if 5G is such a hot topic? Why are we getting excited about it? >> That's a great thing. 5G certainly is Google Drive the main trend for sure. OpenRent is essentially an answer to the fact that 5G is popular and they need more infrastructure. So open source, the Linux Foundation has been the driver for most of the open source software. So they're trying to bring software and open architectures to create more entrepreneurial activity around hardware and around infrastructure because we need more infrastructure. We need more antennas, we need more transceivers, we need more devices that could be open. So in order to do that, you got to open up the technology and you want to minimize the licensing and minimize a lot of these, you know, proprietary aspects. >> What if we look at, so on Wednesday, we've got a great keynote from Philippe Langlois, who is CEO and founder of P1 Security. And he's coming to talk to us about cybersecurity within the cloud and within telco. So you just mentioned that. Open mind, it's all about having open source, about having that space where we can share more efficiently and easy, more easily. What does that mean for security though? Is it a risk? >> I think that's going to increase the value of security and minimize the threats. Because open source, even though it's open, the more people that are working on it, the more secure it could be. So yes, it could be more open in sense that could be explored by hackers, but it can be open to also protect. And I think we've seen open source and cloud in particular be more secure because everyone said, "Cloud is not secure, open source is not secure." And as it turns out when the collective hive minds of developers work on things, it gets secure. >> And it is interesting, isn't it? Because we have seen that there has been an uptick in cyber security and threats. But actually I was speaking to some leaders in across various industries and particularly in tech. And they were saying, "Actually there's not been an uptick in attempted threats, there's been an uptick because with this open source environment. We are able to track them and measure them and defend more efficiently. So actually they're being battered away, but the number is probably the same as it always was. We just didn't know about them before we had this open source environment. >> There's more money in threats and there's more surface area. So as the tide rises, so do the threats. So on a net basis it's more because there's more volume, but it's pretty much the same. And look at it, there's money involved, they're organized, there's a business model on attacking and getting the cash out of your bank or ransomwares at an all time high. So this is like a big problem and it's beyond the government, it's our individual freedom. So security its huge and I think open source and cloud are going to be, I think the answer to that. >> Yeah, for sure. And it's again about collaboration, isn't it? Which we talk about all the time but without collaboration that the industries aren't going to have to work together to promote this environment. So yeah, it should be good to talk with Phillip on Wednesday. >> I just say in security, don't download that PDF if you don't know who came from. The fishing is always good. Well, we got some great stuff coming up. We're going to have a great day. We got a video here on Mobile World Live, we're going to show this next segment and we're going to toss it to a video. And this is really about to give the experience Chloe, for people who aren't here, right? >> Yeah. >> To get a feel for what's going on in Barcelona and all the actions. And if you look at the video, enjoy it. >> Hi, I'm Danielle Royston, CEO and founder of TelcoDr, but you can call me DR. Ready for some more straight talk about telco? It's go time, let's do it. Holy shit. It sure is a great time to be a tech company. I mean, if you're Amazon, Microsoft, Google, Grab, Twilio, DoorDash or Uber, life's pretty great. Just look at these stock prices over the past five years with their shareholder value going up into the right. Totally amazing. But where's telco? There I add our stocks to this awesome chart. Let's compare these fabulous tech stocks to AT&T, Vodafone, Telefonica, Tim, America Movil and Zain group. Huh, not so great, right? Yep. I'm talking directly to you senior telco execs. I'm here to wake you up. Why is it that Wall Street doesn't see you as tech? Why aren't CSPs seen as driving all the tech change? Why is it always Apple, Amazon and Google who get the big buzz? But more importantly, why isn't it you? Before I came to this industry, I always thought of carriers as tech companies. I gave more of my money to AT&T and to Apple because I really cared about the quality of the network. But I also wondered why on earth, the carriers allowed all the other tech companies to take center stage. After spending the last few years in telco, I now understand why. It's because you are network people, you are not customer people. I get it, you have the security blanket, you're a network oligopoly. It's crazy expensive to build a network and it's expensive to buy spectrum. It takes operational chops to run a killer network and it takes great skill to convince Wall Street, to finance all of it. You telco execs are amazing at all those things, but because you focus on the network, it means you don't focus on the customer. And so far you haven't had to. Every telco's KPI is to be less shitty than their next competitor. You don't have to be the best, just don't be last. Everyone else's NPS, is in the thirties too. Their mobile app ratings are just as terrible as yours. Everyone's sucks at customer sat and it's widely acknowledged and accepted. Let's talk about the cost of that. The cost is not measured on market share against other MNOs. The cost is measured in lost ARPU that the tech guys are getting. Everyone knows about the loss of texting, to WeChat, WhatsApp and the other OTT apps, but it is not just texting. The total adjustable market or term of the mobile app disruptors is huge. Instead of remaining network focused, you should be leveraging your network into a premier position. And because you're a network people, I bet you think I'm talking about coercive network leverage. That is not what I'm talking about. I'm talking about love, customer love. There is one thing the highly valued tech companies all have in common. They all crush it on customer love. They look at every interaction with the customer and say, "How do we make the customer love this?" Like Netflix has easy monthly cancellation, Amazon does no questions asked returns, Uber gives users a real time view into driver rating and availability. Compare those ideas to the standard telco customer interaction. The highly valued tech companies, don't have the network oligopoly to fall back on like you do. To survive they must make customers love them. So they focus on it in a big way and it pays off. Their NPS is close to 70 and they have app ratings of 4.5 or higher. A far cry from your thirties NPS and app ratings of 3.5. If you want to have those huge tech multiples for yourself, you have to start thinking about these guys as your new competition, not the other telcos in your market. The crazy thing is, if you give up using your network as a crutch and put all of your focus on the customer, the network becomes an asset worth more than all the super apps. Let's step back and talk about the value of super apps and becoming customer centric. Retooling around the customer is a huge change. So let's make sure it's worth it. We aren't talking about 25% improvement. I'm going to show you that if you become customer centric, you can double your ARPU, double your valuation multiples and drive big shareholder value just like the tech companies on that chart. Now let's talk about the customer focused super apps. There are hundreds of companies and a variety of categories vying for your subscriber's disposable income. Movies, food delivery, financial services, who are they? And why does Wall Street give them such high evaluations and like them so much? Well first, look at what they are telling Wall Street about their TAM. They broadcast ridiculously huge TAMs that are greater than the telco TAMs. You know, who should have a ridiculously huge TAM? You. Hello. What I'm saying is that if you got what's yours, you double in size. And if you take the TAAMs they throw around, you'll be five times as big. When I think about the opportunity to double ARPU, without having to double the CapEx, to build out the network, I say to myself, "Hell yeah, we should totally go do it and do whatever it takes to go get." For example, let's talk about Grab. Grab is a southeast Asian super app company with an expected $40 billion valuation. Grab's customer focused started in rideshare, but then leverage its customer love into wallet deliveries, hospitality, and investing. Their ARPU is now larger than a telco's ARPU in countries where they compete, and they have a higher valuation than those telcos too. Imagine if you could combine a great user experience with a valuable services that helped grow your ARPU, that would be huge. So how do you build a super app? I bet right about now, you're wishing you had a super app. Everyone wants a super app. A lot of money has been unsuccessfully spent by telcos trying to build their own. I bet you're saying to yourself, "DR, your pie in the sky sounds great but it has no chance of success." Well, I'm betting things are about to change. There is a public cloud startup called Totogi that is going to help carriers build world class super apps. To have a successful super app, there is one key metric you need to know. It is the KPI that determines if your super app will be a success or a flop. It's not about the daily active users, it's not the average order value, it's not even gross merchandise value. It's all about the frequency of use per day by the user, that's the metric that matters. How many of you use that metric in your telco apps? Do you have a team driving up user app interactions every day? Most telco apps are used for top up or to check a bill. This is a huge missed opportunity. Super app companies excel at building great experiences and driving a huge amount of interactions. They have to, their business depends on it. They have to be customer focused. They have to keep bringing the user back to the app, every day, multiple times a day. And you know what? They do a great job. Customers love their super apps. They have great user experiences like Apple credit cards, no information required, application process. They have high net promoter scores because of customer friendly policies, like how DoorDash retroactively credits fees when you move to a better plan. And they have great app store ratings because they do simple things like remember your last order, or allow you to use the app rather than force you to call customer service. Customers of successful super apps love it when new services are added. And because of the customer love, every time something is added to the app, customers adopt it immediately. New services drive frequent daily user interactions. So our problem in telco is we have an app that is only open once per month, not multiple times per day. And without frequent opens, there is no super app. What do we do we have in telco that we could use to help with this problem? I wonder, why you don't currently have a mobile app that subscribers use multiple times a day. You have something that's 10 times better. You have a network. Subscribers already interact with your network 10 times more frequently than any user with any of the super apps. But telcos don't leverage those interactions into the insanely valuable engagements they could be. Worse, even if you wanted to your crappy over customized on premise solutions, make it impossible. Thankfully, there's this new tech that's come around, you may have heard of it. The public cloud. When you bring the enabling technology of the public cloud, you can turn your network interactions into valuable super app interactions. And there's a special new startup that's going to help you do it, Totogi. Totogi will leverage all those network interactions and turn them into valuable customer interactions. Let me repeat that. Totogi will leverage all those network interactions and turn them into valuable customer interactions. Totogi allows the carrier to leverage its network and all the network interactions into customer engagement. This is something the super apps don't have but will wish they did. But this magic technology is not enough. Telcos also need to move from being network focus to being customer focused. Totogi enables telcos to chase exciting revenue growth without that annoying massive CapEx investment. Totogi is going to help you transform your sucky mobile apps with the crappy customer ratings, into something your subscribers want to open multiple times a day and become a platform for growth. I'm so excited about Totogi, I'm investing $100 million into it. You heard me right, $100 million. Is this what it feels like to be soft bank? I'm investing in Totogi because it's going to enable telcos to leverage the network interactions into super app usage. Which will lead to an improved subscriber experience and will give you a massive jump in your ARPU. And once you do that, all those Telco valuations will go from down here to up here. And so I've been talking to some folks, you know, checking in, feeling them out, getting their thoughts, and I've been asking them, what do you think about telcos building super apps? And the response has been, click, everyone says, "No way, telcos can't do it." Zero chance, total goose egg. One suggested I build a bonfire with 100 million dollars, because then at least I wouldn't waste years of my life. Well I think those people are dead wrong. I do believe that telcos can build super apps and make them super successful. The public cloud is changing all parts of telco and Totogi and super apps are fundamentally changing, the customer relationships. In one month at MWC, people will see what Totogi has to offer, and they will understand why I'm making this bold call. Because the Totogi takes the value of the network and the power of the public cloud to help telcos move from being network centric, to being customer centric. Boom! If you want to make this transformation and reap all the financial benefits, you will have to compete for customers with a whole new set of players. You will no longer compete with the network focus guys like the other telcos, instead you will be competing against the customer focused companies. These players don't have a network to fall back on like your old competitors. They know they have to make customers love them. Their customer loyalty is so off the charts, their customers are called fans. So if you want that big money, you will have to compete on their turf and make the customers want to choose you, you need Apple level loyalty. That bar is uber high. We will have to give up the security blanket of the network and change. Instead of NPS of the thirties, it needs to be in the 70s. Instead of mobile app ratings in the threes, they need to get five stars. I'm betting big that Totogi will make that possible. I'm going to help you every step of the way, starting with my keynote next month at MWC. Join me and I'll share the secrets to converting your super valuable network interactions to make your super app a massive success. We're going to have an amazing time and I can't wait to see you there. >> Okay. We're back here in theCUBE here at Mobile World Congress in Cloud City. I'm John Furrier, Chloe Richardson filling it for Dave Vellante who's out on assignment. He's out getting all the data out there and getting stories. Chloe, what a great keynote by Danielle Royston. We just heard her and while with major action, major pump me up, punch in the face, wake the heck up cloud people, cloud is here. She didn't pull any punches. >> No, I mean the thing is John, there's trillions of dollars on the table and everyone seems to be fighting for it. >> And you heard her up there, if you're not on the public cloud, you're not going to get access to that money. It's a free for all. And I think the cloud people are like, they might think they're going to walk right in and the telco industry is going to just give it up. >> No, of course. >> There's not going to be, it's going to be a fight, who will win. >> Who will win but also who will build the next big thing? >> Someone needs to die in the media conversation, it's always a fight, something's dead, something's dead but keeps the living. All that kidding aside, this is really about partnering. I think what's happened is, telco's already acknowledged that they need to change in the 5G edge conversation, the chip acceleration. Look at Apple, they've got their own processors, Nvidia, Amazon makes their own chips, Intel's pumping stuff out, you've got Qualcomm, you've got all these new things. So the chips are getting faster and the software's more open source and I'm telling you, cloud is just going to drive that bus right down clouds street and it's going to be in Cloud City everywhere. >> And it's going to be peeping on the board as it drives down. John, I'm not a stalker, but I have read some of the things that you've written. And one of the things you mentioned that was really interesting was the difference between building and operating. Break it down for me. What does that mean? >> That means basically in mature markets and growing markets things behave differently and certainly economics and the people and the makeup and the mindset. >> Okay. >> So the telco has been kind of this mature market. It's been changing and growing but not like radically. Cost optimization, make profit, you know, install a lot of cable. You got to get the rents out of that infrastructure and that's kind of gone on for too long. Cloud is a growth market, and it's about building, not just operating and you've got operators, carriers are operating networks. So you're going to see the convergence of operators and builders coming together, builders being software developers, new technology and executives that think about building. And you want people on your team that are going to be, I won't say war time, you know, lieutenants or generals, but people who can handle the pace of change. >> Okay. >> Because the change and the nature is different. And some people want slow and steady, keep the boat from rocking, but in a growth market, it's turbulent and ride might not be quiet, first class ticket to paradise, but it's bumpy, but it's thrilling. >> No, of course. Is it similar to the old sales adage of hunter versus farmer and the parallels? >> Yeah. I mean, the mindset. If you have a team of people that aren't knocking down new opportunities and building the next big thing, fixing your house, get your house in order, you know, refactor, reset, reboot, re platform with the cloud and then refactor your business. If you don't have the people thinking like that, you're probably either going to be taken over or go out of business. And that's what the telco with all these assets, they're going to get bought roll into a SPAC, special purpose acquisition company was a super hot in the United States. A lot of roll ups going on with Private equity. So a lot of these telcos, if they don't refactor or re platform, then refactor, they're going to be toast and they're going to get rolled up and eaten up by somebody else. >> Yeah, sure. It's interesting though, isn't it? Because when we think of telco in tech, we often think of, obviously we've got the triad. People process technology, and we think process and technology really take the forefront here but like you said there, people are also so important because if you don't have this right balance, you're not going to be able to drive that change. We had, obviously Scott Brighton on the stage yesterday and after his session, somebody came up to me and just said, "I'm interested to hear what that means for education." So how can we establish this new generation of tech and telco leaders from the grassroots with educational associations establishments? How can we encourage that? I wonder, is this something that you talk about often? >> Yeah. I mean, education is huge and this highlights the change that telcos now part of. Telco used to be a boring industry that ran the networks, or moving packets around and mobile was there, but once the iPhone came out in 2007, the life has changed, society has changed, education's changed, how people interact has changed. So you start to see people now aware of the value and if you look at the, during the COVID, the internet didn't crash, the telcos actually saved our asses and everyone was, survive because the network didn't break. Yeah, we had some bad zoom meetings here and there and some teleconferences that didn't go well but for the most part we survived and they really saved everybody, my goodness. So they should get kudos for that. But now they're dependent upon healthcare, education, people care about that stuff. So now you're going to start to see an elevated focus on what telecom is doing. That's why The Edge has checked trillions of dollars up for grabs. But education, there's negative unemployment in cybersecurity and in cloud. So for the people who say, oh, there's no jobs or I can't work, that's a bunch of BS because you can just get online, get on YouTube and just get a degree. You can get a degree, you can get an Amazon job, it pays a hundred thousand dollars a year, American. You can make a hundred thousand pounds and be unemployed six months and then be employed. So negative unemployment means there's more jobs than people to fill them qualify. >> Yeah, it's interesting you mentioned that because I was talking to a cyber security leader who was saying in some of the things there were now 3 million vacancies in cybersecurity and there's such a skill shortage, there is nobody around to fill it. So it's an interesting problem to have isn't it? Cause it's reversed to what we've been used to for the last few decades and obviously telco is in the same space. What can we do about it? Do you think it will actually bring people in? >> I think it's going to take leadership and I'm a big proponent of kids not going to university, they don't have to. Why spend the dough, money if you don't have to? You can get online. I mean, the data's there, but to me it's the relationships, the mentorship. You starting to see women in tech and underrepresented minorities in the tech field, where mentorship is more important than curriculum. Community is more important than just going through a linear course where nobody wants to sit online and go through linear courseware. Now, if they have to get a certificate or degree and accreditation no problem, but communities are out there. So that's a big change over, I'm a big fan of that and I think people should, you know, get some specialized skills, you can get that online. So why even go to school? So people are figuring that out. >> For sure. And also even transferring, I mean, so many skills are transferable nowadays, aren't there? So we could easily be talking to people from other industries and bringing them into telco and saying, look, bring what you know from your retail background or your healthcare background and help us at telco to again, drive forward, just like DR is saying it's all about the next big thing. >> Danielle, I was also driving a lot of change and if you think about the jobs and a pedigree of going to a university, oh, Harvard, all the big Ivy leagues, Oxford in your area. So it's like, if you go to a school like that and you get a pedigree, you instantly get a job. Now, the jobs that are available, weren't around five years ago. So there's no like pedigree or track record, there's no like, everyone's equal. >> Yeah. >> So you could, the democratization of the internet now is, from a job standpoint is, people are leveling up faster. So it's not about the Ivy league or the big degree or silver spoon in your mouth, you've got the entitlement. So you start to see people emergent and make things happen, entrepreneurship in America, immigrant entrepreneurship. People are billionaires that have no high school diplomas. >> It's interesting you mentioned that John, because we can have more than five years experience in this space, we know that but in telco there is a problem and maybe it's, again it's a flipped problem where, telco recruiters or talent acquisition leaders, are now asking for kind of 10, 20 years experience when they're sending out job descriptions. So does that mean that we are at fault for not being able to fill all these vacancies? >> Well, I mean, I think that's just, I mean, I think there's a transition of the new skill set happening one, but two, I think, you know, you've got to be like a chip engineer, you can't learn that online, but if you want to run a cloud infrastructure, you can. But I think embedded systems is an area that I was talking to an engineer, there's a huge shortage of engineers who code on the microprocessors, on the chips. So embedded systems is a big career. So there's definitely parts, you can specialize, space is another area you've seen a lot of activity on, obviously Jeff Bezos and Elon Musk is going to be here on virtual keynote, trying to go to Mars. And, you know, Danielle Royston always says, who's going to happen first, Mars, colony, or telco adopting public cloud? Some people think Mars will happen first but. >> What do you think John? >> I think telco's going to get cloud. I mean, first of all, public cloud is now hybrid cloud and the edge, this whole internet edge, 5G, is so symbolic and so important because it's an architectural beachhead. >> Yeah. >> And that's where the trillion dollar baby is. >> Of course. >> So the inside baseball and the inside money and all the investors are focusing on the edge because whoever can command the edge, wins all the dollars. So everyone kind of knows it's a public secret and it's fun to watch, everyone jockey for the positions. >> Yeah, know, it really is. But it's also quite funny, isn't it? Because the edge is almost where we were decades ago, but we're putting the control back in the hands of consumers. So it's an interesting flip and I wonder if with the edge, we can really enhance this acceleration of product development its efficiency, this frictionless system in which we live in. And also, I've heard you say hybrid a few times John. >> Yeah. >> Is hybrid going to be the future of the world no matter what industry you're in? >> Hybrid is everything now. So it's, we're the hybrid cube, we've got hybrid cloud. >> Exactly. >> You got hybrid telco, because now you've got the confluence of online and offline coming together. >> Yeah. >> That is critical dynamic, and you seeing it. Like virtual reality for instance, now you seeing things, I know you guys are doing some great work at your company around creating experiences that are virtual. >> Exactly. >> You got, like Roblox went public recently. >> Yeah. >> Metaverse is a good time to be in that business because experiential human relations are coming. So I think that's going to be powered by 5G, you know, gamers. So all good stuff, Chloe, great to be with you here in theCUBE. >> Thank you. >> And we're looking forward to seeing your main stage. >> Great. >> And then we're going to send it back to the studio, Adam and the team, we're waiting for DR to arrive here in Cloud City and this is theCUBE, from Cloud City back to you, Adam in the studio.

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by Silicon angle. Hello. We wanna welcome back to the Cuban cloud where we're talking to CEOs, C. E. O s, chief technology officers and investors. On the future of Cloud with me is Dave Humphrey, who is the managing director and co head of Private Equity North America at Bain Capital. They've welcome to the Cube. First time, I think. >>First time. Yeah, David, thanks very much for having so >>let's get right into it. As an investor, how are you thinking about the evolution of cloud? When you look back at the last decade, you know it's not gonna be the same, uh, in this coming decade, you know, Thio ironic 2020 is has thrown us into, you know, the accelerated digital transformation and cloud. But how do you look at the evolution of cloud from an investment perspective? What's your thesis? >>That's a great question, David. You know, for us, we're focused on investing in technology and really across the economy. And I'd say the cloud is the overarching trends and dynamic in the technology markets. And really, for two reasons, one is a major shift. Of course, that's going on. But the second and frankly, even more interesting one to us is all the growth that the cloud is creating in the technology marketplace. You know the ship. It has been well covered. But five years ago in 2015, by our analysis, two thirds of all computing workloads were done on premises and Onley. Five years later, that's that's flipped. So two thirds of all computing workloads now done done in the cloud. And, of course, that shift. There's a lot of ramifications as an investor. But even more interesting dust is the growth in technology and the usage of technology that the cloud is creating. So over that same period of time, the total number of computing workloads run has increased by 2.6 times just a five year period time, which is really a a dramatic thing. And it makes sense when you think about all the new software applications that could be created, all the data that could be used by new users and new segments, and the real time inside that could be gleaned from that is that growth that really were focused on investing behind a Z. Investors in technology. You >>know, it's interesting you just took share those numbers and you hear a lot of numbers. I I actually think you you know, you your even being conservative. You know, Ginny Rometty used to talk about 80% of workloads or are still on Prem. Andy Jassy it reinvent said that 96% of spending is still on premises. So that was kind of an interesting stat. And I guess the other thing that I would, I would note is it's not just a share shift. It is. It's not just, you know, the cloud eating away it on Prem. We've clearly seen that, but there's also incremental opportunity as well. If you look at snowflake, for example, and adding value on top of, you know across multiple clouds and creating new markets, so there's there's that, you know, double that 12 punch of stealing share from on Prem but also incremental growth, which is probably accelerated as a result of this, you know, compressed digital transformation. So when you look at the Big Three cloud players, I mean roughly speaking, they probably account for $80 billion in total revenue which I guess is a small portion of the overall I t. Market. So it has a a long way to go. But But what's the best way to get good returns from an investment standpoint without getting clobbered by their tendency to sometimes coop some of the best ideas and put them on their primary services? >>Yeah, absolutely. Well, you know, for us, uh, it really comes back to the same fundamental principles we look for in any investment, which is finding a business that solves a really important problem for its customers and does so in a way that's really advantaged vs competition can and do something that other competitors just can't do, whether those be the hyper scale is that you're describing or, you know, other specialized and focused competitors, and then finding a way that we can partner with those companies to help them to accelerate their growth. So surely the growth of the likes of AWS and Microsoft and Google, as you're describing, has been a profound competitive shift, along with the cloud shift that we've all talked about. And those companies, of course, can offer and do things that you past purveyors of computing couldn't. But fundamentally, they're selling and infrastructure layer, and there is room for all sorts of new competitors and new applications that can do something better than anybody else can. So any company that we're looking at, we're asking ourselves the question. Why are they the best ones to do what they're doing? How could they solve the most problem for their customers and do that in a way that's that's Brazilian and we see lots of those opportunities, >>and I wanna I wanna pick your brain about the Nutanix investment. But before we get there, I wonder if you could just talk about Bain Capital in their their history of investment in both cloud and infrastructure software and and how do those investments? How would they performed? And how do they inform your current thesis? >>Yeah, absolutely. So being Capital was started in in the mid eighties, 1984 actually has a spin out of being a company consulting, and the basic premise was that if we're good at advising and supporting businesses, we should partner with them and invest behind them, and if they do well, we'll do well. And, as I said, focusing on these businesses but do something really valuable for their customers in a riel advantaged way, with some discontinuous growth opportunity that's led us to grow a lot. You know, we started out actually in the venture business and grew into the private equity business. But now we invest across all life stages of companies and all over the world. So we're $105 billion in assets that we managed across 10 lines of business on were truly global. So I think we have about 470 investment professionals and 210 of those at this point are located outside the U. S. One of the really interesting things for us in investing in technology broadly and in infrastructure in the cloud more specifically is that we're able to do that all over the world. And we're able to do that across all the different life stages of companies. We have a thriving venture capital business that really we've been in since the origins of being capital has invested across countless cloud and security and infrastructure businesses taken successful companies public like like solar wind sold companies to strategic and grown businesses. You know, in really thriving ways we have a, um, growth mid market growth technology business that we launched last year. Called their Technology Opportunities Fund. They've made a really interesting cloud based investment in a company called the Cloud Gurus Cloud Guru Excuse me? That trains the next generation of I t professionals to be successful in the club on then, of course, in our private equity business, you know where I spend my time. We are highly focused on technology sector and the the impacts of the cloud in that sector. Broadly, we've invested in many infrastructure businesses, scale businesses like BMC software and Rockets software security businesses like blue coat systems and semantic. And of course, for those big businesses they've got both on premises solutions. They've got cloud solutions, and often we're focused on helping them continue to grow and innovate and take their solutions to the cloud. And then, uh, that's taking us to our most recent investment in Nutanix that we're very excited about it. We think it's truly a growth business in a large market that has an opportunity to capitalize on these trends we're talking about. >>I wonder if you could comment on some of the changes that have occurred. You guys have been in the private equity business for a long time. And if you look at what you know, kind of the early days of private equity, it was all you know, even, uh, suck as much cash out of the company is possible. You know, whatever's left over will figure out what to do with it. It it seems like you know, investors have realized Wow, we can actually, if we put a little investment in and do some engineering and some go to market, we can actually get better multiples. And so you've got the kind of rule of 30 35 40 where he made a plus. Growth is kind of the metric. How do you think about that? And look at that evolution. >>Yeah, you know, it's interesting because in many ways, being capital was started as the antithesis to what to what you're describing. So we started again, as as with a strategic lens and a focus on growth and a focus on if we got the long term and the lasting impact of our business is right, that the returns would would follow. And you're right that the market has evolved in that way. I mean, I think some of the some of the dynamics that we've seen has been certainly growth of the private equity business. It's It's become a much larger piece of the, you know, the capital markets than it was certainly 10 years ago in 20 years ago. Also, with that growth comes the globalization, that business all over the world and the specialization. So you certainly see technology focused firms and technology focused funds in a way that you didn't see, uh, 10 years ago, or certainly 20 years ago actually being capital. Interestingly enough, we had a technology focused fund in 1989 called called Being Information Partners. So we've been focused on the sector for a very long time. But you certainly see ah, lot more technology investors, uh, than than you did you know 10 or 20 years ago? >>How are you thinking about valuations? Thes days? I mean, that is good. It's good to be in tech. It's even better to be in the cloud. You know, Service officer, software Cloud. You know if if if you're looking at, you know some of the companies, especially the work from home pivot. But a lot of that appears to be. You know, many people believe it's going to be permanent. How are you feeling about the both public market and private market valuations in that dynamic? >>Yeah, well, you know, it's it's amazing, right? I don't think any of us in March, when the covert crisis was just emerging, would have anticipated that that come November, the markets, and certainly the technology markets would be even more robust and stronger than than they were say in January February. But I think it's a testament to the resilience of the technology on that just how intricate and intertwined technology has become with our daily lives and and how much companies depend on its use. And frankly, it's been the cove environments that an accelerant for many of the ways in which we depend on technology. So witnessed this interview, of course, through through the through the cloud, and you're seeing the way that we operate our business day to day the way cos they're accessing their data and information. It's only further accelerated the need for technology and the importance of that technology to how how businesses operate. So I think you're seeing that reflected in the market values out there. But, you know, frost work. We're focused on businesses that still have that catalytic opportunity ahead that can more than compensate for for the price of entry. >>So let's talk about this massive investment. You guys made a Nutanix 750 million, I guess, is a small piece of your 105 billion, but still a massive investment. How did that opportunity come to you? What was your thinking? You know, behind that that investment and what are you looking for in terms of the go forward plan and growth plan for 2021 really importantly, beyond. >>Yeah, absolutely. Well, we're thrilled to be partnered with and invested in Nutanix. We think is a terrific company. And, you know, our most recent technology investment and private equity business. It really came about through a proactive efforts that we had in in the spring. Um, you know, we've got a team focused on the technology sector, focused across infrastructure and applications, and, uh, internet and digital media businesses and financial technology. And, uh, you know, through those efforts, we were looking for businesses. Um, that we felt had faced some dislocation and their market values associated with the Koven environment that we're facing but that we thought were really attractive. Business is well positioned, had leading solutions and had substantial and discontinuous growth opportunities. And as we looked through that effort, we really felt that Nutanix stood out just as a core leader and in fact, really the innovator and the inventor of the market in which it competes with a substantial market share in position solving a really important problem for its customers with a big growth opportunity ahead. But, um, the stock price had had come down because the business has been undergoing ah transition, and we didn't think that that was fully understood by by the market. And so way saw an opportunity Thio partner with Nutanix to invest money into the business to help to fund its transition and its growth. Yeah, and Thio to be partners along for all the value the business will will continue to create. We think it's a terrific company, and we're excited to be to be invested >>Well, you and I have talked about this that transition, you know, from a traditional, you know, license model to one That's Anania recurring revenue model, which many companies have gone through. You know, Adobe certainly has done it. Tableau successfully did it. Splunk is kind of in the middle of that transition right now and maybe not well understood. You've got companies like like Data Dog that and snowflake again to doing consumption based pricing. So there's a lot of confusion in the marketplace, and I wonder if you could talk about that transition and why it It was attractive to you to actually, you know, place that bet now? >>Yeah, absolutely. And as you say, a number of companies at this point have been through various forms of this shift, from from selling their technology upfront to selling it over time on, we find that the model of selling the technology over time eyes one that could be powerful. It could be aligning for customers as well as for, uh, vendor of the software solutions. And in Nutanix in particular again, we saw all the ingredients that we think make this an opportunity for for the business again, market leading technology that customers love. That is solving really important problem. The technology, because Nutanix had been grown and bootstrapped under the leadership of, uh, you know of zeros when it was built and founded, had been selling its software together with an appliance, you know, often in a, um, upfront sale Andi has been undergoing under their own initiative transition from selling that software with an appliance to a software based model to one that s'more rattle over time. And, you know, we thought that there was the opportunity to continue that to continue that transition and by doing that, to be able to offer mawr growth and mawr innovation that we could bring to our customers Thio continue to fund the shift. So something that frankly was well underway before we invested. Um, you know, as a za business makes this transition from collecting upfront Thio, you know, thio more evenly. Over time, you know, we saw a potentially use for our capital to help to fund that growth. And we're just focused on being a good partner toe help the company keep investing in abating, as as it contains to do that. >>I was talking to somebody other day, David. I told him I was interviewing you, and I was mentioning the Nutanix investment. I said, I'm definitely gonna cover that as part of this. You know, Cuban Cloud program. And they said Hit Nutanix. That's not cloud. I'm like, Wait a minute, What's cloud? So we heard Andy Jassy reinvent talking a lot about hybrid Antonio Neary, right after HP made its earnings last earnings announcement he came on on, said that well, we heard the big Cloud player talk about hybrid, and so the definition is changing. But so how are you looking at the market? Uh, certainly. There's this hyper converged infrastructure, but there's also this software play. There's this cloud play. Help us squint through how you see that >>absolutely so Nutanix, as you alluded to, pioneered the market for hyper converged infrastructure for bringing computing storage networking together. Uh, you know, often in private cloud environments in a way that was really powerful for for customers. Make, of course, continue to be the leaders in that marketplace. But they've continued to innovate and invest in ways that can solve problems for customers and related problems across the hybrid cloud. So combining both the public cloud with, you know, with that private cloud and across multiple public clouds with things like clusters and lots of innovation that business is doing in partnership with the likes of, um, Amazon and Microsoft and others. And so, yeah, we think that New Chance has a powerful role to play in that hyper cloud world in a multi cloud world. And we're excited toe back on them. >>Well, I think to what maybe people don't understand is that not only is Nutanix, you know, compatible with AWS and compatible with azure and G C. P. But it's actually kind of create a nabs traction layer across those those clouds. Now there's two sides of that debate. Some some will say, Well, that that that has Leighton see issues or yes, it reduces complexity. But at the same time, it doesn't give you that fine grained access. That's kind of the A W s narrative customers, you know, want simplicity. And we're seeing, you know, the uptake across clouds. I have a multipart question for you, Dave. So obviously being very strong and strategy I'm curious is toe how how much you get involved in the operational details. I mean, obviously 750 million u got a state there, but what are the 2 to 2 or three major strategic considerations for not just even just Nutanix but cloud and software infrastructure companies. And and how much focus do you put on the operational and one of the priorities There? >>Absolutely. Well, you know, we pride ourselves in being good partners to our businesses and in helping them to grow, not just with our capital, which I think is, of course, important, but also, you know, with our sweat equity and our and our human capital in our partnership that we could do that in lots of ways is fundamentally about, um, you know, supporting our businesses, however, is needed to help them thio grow. We've been investing in the technology sector, as I described for over over 30 years. And so we've built up a set of capabilities around things like helping toe partner with the sales force of our company is helping them toe, you know, think about the you know, the ways in which they they allocate their, uh their research and development and their in their innovation raised in which they, you know, continue Thio do acquisitions toe. You know, further that pipeline, we support our businesses in lots of ways, but you know we're not engineers were not. Developers, of course, were looking for businesses that are fundamentally great. They've got great technology. They solve problems for customers in a way, you know, that we could never replicate. That's what's the amazing but a business like Nutanix and just over a 10 year period of time, it literally has customer satisfaction levels that we haven't seen from any other. Infrastructures offer company that we've had the, you know, the pleasure of diligence ing over the last several years. So what we're focused on is how can we take those great products and offerings that Nutanix has and continue to support them through the further growth and expansion in areas like, um, you know, the further salesforce investment Thio expand into these new areas like clusters that we were talking about and thinking about, you know, things that they could do toe further expand the strategic hold. Um, And so, you know, we have, ah, large team of being capital. A zai mentioned 260 investment professionals in a private equity business alone. About a third of those are just available to our companies to help support them. Uh, you know, with various initiatives and efforts after after we invest. And we'll certainly, of course, make all of those available to new taxes. Well, somebody >>was asking me the other day, You know, what's hyper converged infrastructure? How did that come about? I was explaining what, Back in the day you had. You buy some servers and some storage and you have a network and you sort of have different teams and you put applicant, You figure out all out and put the applications on top, you know, test it, make sure it all works. And then and then the guys at V. C and VM Ware and Cisco and the M. C. They got together and said, Okay, we're gonna bolt together a bunch of different components and, you know, pre tested. Here you go. Here's a Here's a skew. And then what Nutanix did was actually really transformational and saying, Okay, look, we do this through software on DSO. And now that was what, Late, late two thousands. Now we're sort of entering this new era, this next generation of cloud cross clouds. So I wonder how you think about, you know, based on what you were just talking about the whole notion of M and A versus organic. There's a lot of organic development that needs to be done. But perhaps you could you could buy in or in organically through emanate toe, actually get there faster. How do you think about that balance? >>Look, I I think that that was an articulate, by the way explanation of I think that the origins of hyper converged infrastructure. So I enjoyed that very much. But, you know, I think that with any of our businesses and with Nutanix, we're of course, looking at where we trying to get to in several years and one of the best ways to support the business to get there, you know? Of course, they'll, um you know, primarily that will be through or continued organic investment in the company and all the innovation in the product. Um, that they've been doing will the company contemplate acquisitions toe further achieve the development goals and the objectives for solving pain points for customers to get, you know, to the strategic places they're trying to get to, of course. But you know, it all is a part of the package of of What's it a good fit company and its growth object. >>I mean, with the size of your portfolio, I mean your full stack investor, I would say, Is there any part of the so called tech stack that you won't touch that you would actually, you know, not not walk, but run away from, >>uh well, you know, I wouldn't say that we're running away from, you know, anything but the questions that we're asking ourselves. Our is the technology that we're investing in durable, ISAT advantaged and does have a growing role in the world. And, you know, if if we think that those things are true are absolutely, um, thrilled toe invest behind those things. You know, if if there are things that we feel like you, that's that's not the case, um, you know, then then we would tend toe to shy away from those investments. We've certainly found opportunities and businesses that people perceived as one. But you know, we believe to be another >>Well, so let me ask you specifically about about Nutanix. I mean, clearly, they achieved escape velocity. One of the few companies actually from last decade. It was Nutanix pure, not a whole lot of others. That actually, you know, were ableto maintain independence as a as a public company. What do you see is their durability. Uh, they're they're they're in their moat. If you if you will. >>Yeah, absolutely. Well, clearly, we think that it's a very durable and very advantage business. You know, that's that's the investment. Look, we think that Nutanix has been able to offer the best hyper converged infrastructure product on the market bar None. Um, one that has got the best ease of use Eyes is the most nimble and flexible for for customers. And you just see that, you know, recently and customer feedback And also that plays across very heterogeneous architectures in a way that, you know, it's really, really powerful because of that. You know, we think that their best position to be able to leverage that technology as they have been, uh, to continue to play across both public and private hybrid cloud environments. And so we're excited toe to back them and and that journey it really starts from solving and acute customer pain point, you know, better than anybody else can. And, you know, we're looking to to back them toe continue to expand that vision. >>Yeah, well, I've talked to a lot of Nutanix customers over the years, and that is the fundamental value. Proposition is it's really simple, very high, you know, customer satisfaction. So that makes a lot of sense. Well, Dave, thanks very much for coming on the Cube and participating in the Cuban cloud. Really? Appreciate your perspectives. Wish you best of luck. And hopefully we could do this again in the future. Maybe face to face >>now, face to face, maybe something even know. Dave, I really appreciate it's been a pleasure and good luck with with the rest of your interviews. >>All right. Thank you. We keep it right. Everybody from or Cuban Cloud, this is Dave Volonte. We'll be right back.

>> Announcer: From around the globe. It's theCUBE with digital coverage of AWS re:Invent 2020, sponsored by Intel, AWS and our community partners. (upbeat music) >> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're coming to you from our Palo Alto studios today with our ongoing coverage of AWS re:Invent 2020. It's a virtual event, like all the events in 2020, but we've been going there since 2013. We're happy to be back this year and we're excited to have for the first time on theCUBE, our next guest, she's Kelly Herod the US SAP Offering Leader for Deloitte Consulting. Kelly, great to see you. >> Great to see you as well, Jeff, thanks so much for having me. >> Absolutely, so first time on, on theCUBE, you guys have a really interesting concept at Deloitte, you call it the Kinetic Enterprise. What is the Kinetic Enterprise all about? >> Yes. So if you think about the past, organizations built their technology infrastructures to be what we would call built to last, the future though is all about built to evolve. And that's exactly what the Kinetic Enterprise is. It's really how we're helping our clients create the right technology infrastructures that evolve with their business. And Kinetic Enterprise is focused on four key pillars. The first, that we're building a technology solution that's clean. That means we want to have reduced amount of custom code or things that we may have built that really rack up your technical debt. The second pillar is that it's intelligent. So we're leveraging all of the technologies, artificial intelligence, machine learning, to really automate and change the way in which an organization runs their business. The third pillar is that it's responsive, and that means it's on the cloud and this is where AWS comes in. And then the last pillar is that it's inclusive. So it uses all of the technologies and microservices available to really optimize and achieve a company's business value objectives. >> So that is a great summary, and I've got the list of the four pillars. It's just interesting you lead with clean. You know, there's a lot of conversation about digital transformation and move fast and be dynamic, you know, would be kind of an opposite to static. But clean, interesting choice of words. It runs with core... Core clean ERP with minimum technical debt. Why clean is such an important thing? I get kind of intelligent and responsive, but clean is an interesting attribute to pick. >> Absolutely, so if you take a step back and think... (Kelly hangs) when comes to ERPs, when ERPs came out, there was... (Kelly hangs) how you're going to run your entire organization on this one solution. What we've found is that as companies have put ERPs, they've gone through and created so much customization, that it's that which makes it very difficult to be able to keep up with technology changes or actually migrate to the next versions. So the concept here is if you're going to go in and put in brand new ERP, such as an SAP S/4HANA, this time around in order to achieve the promise of ERPs, let's make it clean. Let's stick to as much standard functionality as possible within the core, and then we innovate on the edges. And so that will allow us in the future to maintain that flexibility or dynamicism of a Kinetic Enterprise. >> Right. So I have to tease you Kelly 'cause SAP R/3 and ERP is not necessarily synonymous with digital transformation, speed, agility, and embracing change. So you've been involved in Deloitte's SAP practice for a long time. Why should people start to rethink about SAP in terms of being responsive, in terms of being able to change quickly and to your vocabulary, more kinetic? >> And you're right. You know, I've been doing SAP for 20 years. So I actually did start back in the R/3 days. And, you know, I would just say that things are changing, is evolving. You know, SAP themselves has been going through a transformation, a revolution. You look at the ERP landscape as a whole, all of the ERP players are moving to the cloud. The technology is the backbones are changing. Now the reality is, you know, going in and actually changing out your ERP, no matter what solution you're using, it's a big endeavor or undertaking. The goal here, and why we're partnering with SAP, partnering with AWS is really focused on how can we make this more efficient for our clients? More importantly, I like to think about it as how can we make this less of a one and done, and more of a let's keep transforming the technologies and the business as things are changing in the market, along the way. And using technologies to even change how we implement, allows us to do that. >> So, Kelly, another thing a lot of people probably don't think of is SAP and AWS, together in the same sentence. So I'm sure there's a lot of people that are much more intelligent about this, but for those that aren't as familiar, tell us a little bit about the relationship with SAP and AWS and then how you guys are leveraging that at Deloitte. >> Absolutely. So when you... There's a couple of things that I would bring up. One is SAP S/4HANA solutions, in particular, but any SAP environment that you're running on, one of the objectives most of our clients are focused on is how to move to the cloud, and that's where AWS comes in. You can absolutely run any of your SAP solutions on AWS. And what that brings you with is more flexibility, so that you can actually scale or contract your infrastructure that you're running SAP on based on your business needs. The second thing that we've been partnering with AWS to do is a little bit of what I just mentioned, which was a teaser around, how do you change the way you even go about implementing an SAP solution or start to migrate your business? So one of the things we asked ourselves was, could we radically change how you jumpstart an S/4 implementation? And what we decided to do is team up with AWS and leveraging machine learning, artificial intelligence, most importantly, standing up an environment on AWS. We actually created what we call Kinetic Finance Startup. Many of our clients are choosing to start with finance and specifically SAP central finance to begin their journey to the new S/4HANA environment. And what we've been able to do is create a touchless build solution, so over a weekend, we can actually connect to your existing ERP solution. Majority of those is starting with an ECC environment. We can extract the data, we can use harmonization rules to actually change and modify your data and optimize it for the future. And then we actually through completely touchless built-in automation, stand up a brand new AWS environment with S/4HANA on it and actually automate the configuration and testing of the basic financial transactions. So when you come in the next week and we start the conversation with the client, we're actually looking at a real life S/4HANA system on AWS with their mas... >> Oh, that's... >> So the whole concept is to change how we engage. >> Right. So again, I don't know that I were to think of finance as kind of a lead application, to start this journey. I mean, I can see on one hand, it is the system of record and it, you know, it has a lot of very important information that's got to eventually get into finance. On the other hand, it seems like there's less critical, maybe lower hanging fruit that's less risky. Is it because you can run it kind of in a parallel path for some period of time, but it strikes me that finance might not be the first place you go to look for some early wins. >> It's actually what you just said about the parallelism. So the reason we've seen that finance actually was one of the starting points is even if you look at the history of SAP's S/4HANA solution, way back before we got to that, it started with a concept called smart accounting or simple finance. And the theory here is, you could actually... If a company has, let's say multiple ERPs, as most do, you can actually grab the financial information, bring it into a new S/4 or central finance environment, and actually combine or merge the accounting information to get improved reporting, optimize a shared service organization. So it's actually a lower risk way to start the journey before going and touching the heart of the business or core operations, or manufacturing, for example, >> That's pretty interesting. So you run it in parallel for a while and then eventually does, is the plan that it takes over, from the old. So it is effectively kind of, I guess, a slightly delayed lift and shift, or maybe it's a reassemble and then a flip. I don't know how you would describe it because it's not really lift and shift. >> It's not really lift and shift actually, you have two options. You can either over time pull all of your business processes out of the underlying ERP solutions and bring them into the S/4HANA environment or multiple S/4HANA environments. Or some companies may choose to continue to... (Kelly hangs) Especially if you're in an industry where you do a lot of acquisitions or divestitures, you may not have an intention of ever combining all of your ERPs, but you may want to change each of them to S/4HANA underneath, and then have one environment in which you're pulling your data together to really consolidate your financial reporting. >> That's great. I want to follow up on something that you mentioned, which is the use of machine learning and artificial intelligence. And we talk a lot about, right? Those are hot buzzwords all over the place, but, you know, I'm pretty vehement in that, you know, general purpose AI and ML is kind of interesting, but where the real interesting stuff ends is where the rubber hits the road, is in applied. And it sounds like you've got a pretty interesting application where you're applying this technology to help make this move to cloud go a little bit smoother. >> Yes. One of the areas, you know, since we've been talking a bit about finance then I'll use it as an example. Is if you think about it, whenever we go in and we're typically working with... (Kelly hangs) especially in finance, you know, one of the topics is, how to optimize a chart of accounts? So over time we've done this hundreds of times, if we can look at different sectors, different industries, we can use benchmark chart of accounts. So instead of making this a paper-based exercise that individuals are doing, why not take that and actually use artificial intelligence machine learning to create data harmonization rules, so that technologies can actually do that same work. And so that's been one of the things we've been working on that I personally find very interesting just in my finance background. >> Right. And is this a relatively new thing, or have you guys been doing this for a while? >> Actually, it's something that over the last 12 months, we've been focused on building out in partnership with AWS. So it's fairly new. >> That's great. I want... I'd love to shift gears a little bit, and talk about COVID, and the impact of COVID on your business. Clearly in March, right? It was the light switch moment and everybody had to work from home and it was a quick rush to make sure that everybody was safe and we could support our remote workers, that said, can't help with the ba... All the bad stuff that's happening in hospitality and travel, and a whole lot of other industries. So that aside and that's bad stuff. In the tech industry, we were able to make the move, but now we know we're six, seven, eight months into this thing, and it's clear that, you know, we're going to have many elements of this going forward for a while. So I'm curious just from your business and your customer point of view, if you can share, you know, kind of the contrast of what happened in March and April to what you're seeing now and how this new reality, whatever this new reality is going to be, as we, you know, continue to evolve is impacting this digital transformation conversations? >> It is interesting. So if I pivot back to March, when this all occurred, you know, it truly did feel an instant going from in-person. And as consultants we travel and typically have a Monday through Thursday, or Monday through Friday type of travel schedule to an instant working from home overnight. And, you know, I'm really proud of our teams and how they seamlessly made that transition. Many, including myself, were actually leading clients through final cut overs in parallel to this happening. And we were able to really pivot and make those shifts, and I was reflecting with one of the executives I worked with, you know, she and I, you know, six months later, we're looking back at how we did that and how impressed we were with what the team pulled off. And since then, they've been able to do several other go lives, which is great. But I think that it was something we had to do quickly. I think many would have said it couldn't have been done that you would see the whole world move to a working from home environment, but we did. What it tells me is it gives me a lot of hope for a lot of the things that businesses can do in the future. In the past we used to constrain ourselves of, Oh, there's no way we could ever get XYZ done, or we can't make this type of change in the world, but we can. If I flash forward to now, I think we're very settled in kind of this new way of working, but I'm also hopeful for what the future is going to look like. I don't believe it will be a pivot all the way back to... Especially for consultants traveling on a regular basis of Monday through Friday. Instead, I think we're going to create models that give people and organizations the flexibility they need to really balance some of their personal responsibilities along with their work responsibilities. My hope and expectations is that also opens up options so that all organizations have access to more talent that they may not have had before. And I think that also means global talent. I think we're showing we can work as global teams, which means, you know, I could now have members from Japan joining, you know, my permanent leadership team in ways that I maybe never have thought of before. Those are just some examples of what I expect and hope for all of us that we'll see coming out of this. >> Hopefully and I know... Like you said, you've been a consultant for years and years and years, and you guys spend lots of time on airplanes, and hopefully you don't have to spend quite so much time on airplanes because you don't necessarily have to be there all the time. But you talked about an interesting thing and that's talent and opening up the opportunity to get more talent that maybe you wouldn't have ever considered. And along those same lines, right? Is the move in diversity and inclusion. And I just watched a show that you did a few months ago, called the... "A Chance for Change: Accelerating Business Recovery, Through Gender Diversity," on a Facebook interview, very cool panel, really enjoyed it. And I want to follow up on some of those things, 'cause you've made some really simple and poignant points. And one of the things that you said definitively, go back to the wide diverse talent and perspective equals winning in business, period. I love that. You know, we hear this all the time that, you know, not only is it the right thing to do, but it's also good for business. And isn't it nice when those two things can actually line up. And you just talked about, you know, in more of a generic sense, the ability to open up your talent window when there's a worldwide talent shortage, both for geography, but also the work in diversity and inclusion and to continue to hold the momentum that continues to build in this area. I wonder if you could, you know, kind of share your thoughts on that, and your position and what's going on with Deloitte. >> Absolutely. You know, I do think this is one of those key pivotal moments for all of us, and I believe we have, coming out of this an option to really move the needle on our diversity and inclusion, and equality efforts. You know, one example I think about women, women in leadership positions. You know, being in consulting, you know, one of the challenges has always been that we do travel a lot, and it can be difficult to balance all the responsibilities, professional and personally. I think with a move to more flexible work arrangements, less travel, or travel for purpose is what I would highlight for the future. I think it opens the door to many more women being able to have careers in consulting, if that's what they, you know, had desired. I also think it allows them to have... You know, spend their entire careers in consulting and in ways we never saw before. And that means you'll see as significant movement and women in leadership positions. I also think this applies to underrepresented minorities. I hope that from all of this, instead of there may be companies that focus on recruiting from, you know, schools that are local to them or within their surrounding areas. I think this gives us an opportunity to really open that aperture up and look at talent from any school or university, or geography, and being able to get the right skill sets in the door and the right talent. Therefore you can actually see movement and diversity within teams, as well as at the leadership levels for URMs. >> Right. Right. And really managing to the right things too. I think that's the other thing that's coming out of this, and we've had a lot of conversations on work from home or work from anywhere. You guys are a little bit different than the consultant 'cause your team is there, usually local at the client site for some period of time. But for a lot of people, it's the first time they are not sitting across from a desk or, you know, within close proximity. Now you too, in your teams. And so, the shift changes that now you have to judge output, (Jeff chuckles) and not activity. And you would think that that would be a great and easy thing to execute, but we're hearing more and more that it's not necessarily. And you really highlighted, I think, three leadership traits that are always important, but more important now than ever before in that other interview. And I just want to call them out 'cause I thought it was worth calling out. You know, empathy has never been more important. Resilience, and my favorite one you said at the end, calm in the storm. I just wonder again, if you could share, you know, kind of, as you've gone through it, both, you know, as somebody at Deloitte within the greater Deloitte group, but then also in managing your own teams, to maintain that calm in the storm and to maintain, you know, empathetic leadership, because I think you've said it before, right? This is a personal challenge that we're all going through. We all have different things going on at home, whether it's the spouses working, the kids are doing homeschool. People are taking care of older parents, this and that. It's a real personal thing, and so these leadership characteristics, these softer leadership characteristics have never been more important >> That's so true. And, you know, when I think about the empathy part, right now what we're going through is also about how is each of us as leaders also sharing a bit more about how we're experiencing this? I think the sharing of stories is what also helps many on the teams adapt, adjust. The reality is when you're working on camera all day and, you know, in the past, imagine that you maybe were having a tough day or you weren't feeling that great, you weren't on camera all day with every one of your coworkers. You we're actually, you know, sitting in an office, you may have to go to the conference room to do some meetings, but you didn't look... (Kelly hangs) like someone was kind of staring at you all day long. Now, when we're working from home virtually and we're on Zoom or Skype or WebEx, et cetera, all day, it does feel like you're under the lights when you're on camera. And there's a lot of pressure and people are trying to figure out how to manage their own emotions while doing that. And, you know, my message would say as an empathetic leader, it's okay for you to also share when you might be having a tough go that day. Maybe one of your children has been kind of acting out and they didn't really want to do the virtual school. It's okay to share in that because everyone's going through it, and it makes us all more human. >> Right. >> And it makes us all more connected. >> Right. Well, I will share with you a pro tip, we've done a few of these interviews and it is okay to let people turn off the camera. And I think as a manager, I think it's actually an okay thing to say, okay, everyone, let's just turn off our cameras and get a break from that camera that's got that eye on you all the time, because it is just another, you know, kind of a factor that we have to deal with. Well, go ahead. >> And I was going to ask, what do you actually, you know, I don't know what one of your techniques is, but I know mine is some of the meetings, it's actually just go back to traditional telephone calls (Jeff chuckles) and actually even just being on your cell, put on your air, you know, your earbuds, or your headphones and even walk. >> Right. >> So I think the other thing we're all missing is actually that movement, the steps to go to the coffee maker and back, or to lunch and back, we don't have them anymore. So you've got to work extra hard, actually getting those extra steps in calories and just mental breaks at times. >> Yeah, well then there's a whole another tranche on walking during meetings. And I used have a boss that I would only do one-on-ones while we took a walk. He always says, I get in there... 'Cause then there's, you know, you're not necessarily looking at each other. And if there's some sensitive things or tough conversations, sometimes it's easier if you're not just looking across the table at one another with all the silence. So there's a lot to be said for that as well. Well, Kelly, I really enjoyed this conversation and getting to meet you for the first time. It sounds like you're doing a lot of cool and exciting things and, you know, exciting speed and innovation with SAP, that's noble work and I'm sure a lot of people are really happy to have you help them out there. So thank you very much for your time and to have a great AWS re:Invent. >> Thanks, Jeff. It was great to discuss this with you. >> Absolutely. All right. She's Kelly, I'm Jeff. You're watching theCUBE's ongoing coverage of AWS re:Invent 2020. Thanks for watching. We'll see you next time. (upbeat music)

>> Narrator: From theCUBE's Studios in Palo Alto and Boston connecting with thought leaders all around the world, this is theCUBE conversation. >> Welcome to this CUBE conversation with Commvault, I'm Lisa Martin, looking forward to having a spirited conversation with my two guests, please welcome Janet Giesen, the VP of Operations and Programs for Metallic, A Commvault Venture. Janet, welcome to theCUBE. >> Yeah, it's happy to be here. >> And joining us from EMEA is Mark Jow, the EMEA VP of Technical Sales at Commvault. Hey Mark, good afternoon to you. >> Good afternoon Lisa, it's great to be here with you. >> So just about a year or so ago, theCUBE had the pleasure of being at Commvault GO 2019 and where Metallic was launched, so happy birthday to Metallic. Some evolution and some recent news. Janet, walk us through what you guys have accomplished recently. >> Absolutely, so last year we launched with three product offerings to Metallic, Office 365 Backup, Endpoint Backup and Backup of Core data like VMs and files. In that year since we started with US only, we're now in Canada and Australia, as well as now in our first set of countries in EMEA which Mark will talk about it a little bit and we've greatly expanded our product offerings. One of the things we did, we just launched the discovery, which is a big deal for folks especially looking for compliance applications and their data protection. So we've had a real journey here and just this quarter, as you see we are doubling our product offerings to Metallic and tripling our country availability. So we're doing a lot and we're a leader in the data protection as a service space. >> A lot accomplished in just a 12 month time period, give me a little bit of a preview Janet, why was metallic launched last year for North America, US expanded to Canada and then I see it was announced... It was launched in Australia, New Zealand in the late summer 2020. I know that the cloud market... Their cloud adoption is quite high but give us a little bit of an overview of the actual go to market sequence from a regional perspective. >> Absolutely, and I'll want Mark to really take this one as well. We started in US only in our initial launch, that's where our first launch event was. That's where a lot of our pilot customers were, and then we expanded to Canada, Australia now EMEA, and this is very thoughtful. You have one chance to really launch in a geography. And we wanted it to take all the steps, whether it was compliance, trademarking, cloud storage availability. We leveraged our partnership with Microsoft and Azure for these launches. And really making sure we had everything lined up to best serve our customers. Mark what would you say about this strategy as well? >> Yeah, I think certainly, I mean the strategy is the right one, it's the right one for following reasons. If you look back to 12 months ago, I think in Colorado, I had a GO user event when we launched Metallic, I was fortunate enough to be hosting a number of EMEA partners and customers, and they were clamoring for the product, they're excited by it, they wanted it. We were (indistinct) some cases pressured to think about releasing it earlier. But all those customers wanted a product that was reversed, secure and coping with specific EMEA requirements that they have for the product in particular GDPR and supporting levels of compliance and data privacy that EMEA has rigorous standards for. And I think if you look at Commvault as a company, you know we take our customer's data extremely seriously. We've got one channels to get this right as Janet said, and I expect our customers absolutely expect and deserve right first time. And so when we launch a product like Metallic with the diversity of workloads, the rigorous high performance and secure environments, we want to make sure it's tested properly, it's compliant in all the jurisdictions. And even in Europe, we think about Europe, it's not one given country, even the EU have different countries with different legal and tax nuances. We want to make sure that when our customers get Metallic, 'cause our customers thankfully first launch in EMEA now can. That purchasing, that user experience is seamless sales and frictionless, and the product stands the promises that we make to those customers. So fully behind half phased release for Metallic as are some of our initial early adopter customers in the geographies that we've launched in already. >> So let's talk about some of the massive changes that we've all experienced since last year, Mark I would stick with you, talk to us about some of the changes that you seen from EMEA customers with respect to data protection and data security 'cause we've seen a lot of things going on globally, ransomware on the rise, every 11 seconds there's a ransomware attack. What are some of the recent challenges that you're hearing from customers that you believe Metallic EMEA is going to resolve? >> Yeah, I mean certainly even before the current COVID crisis, we were seeing a huge increase in uptake of customers wanting to use SaaS applications and to protect SaaS workloads. And the growth thing adoption of Office 365 clearly has driven the need for compelling SaaS based solutions for that market. You overlay on that, the situation that COVID has created for us all. Which in reality is denying our customers with its two most valuable important assets, access to premises and access to staff. And increasingly the staff it does have access to a storing, protecting, generating and creating data, not in the data center, not in the cloud but on laptops. So really for us it's a perfect opportunity and we're seeing an increase in demand from our customers wanting rapid solutions to protecting and managing data, to have low footprint in terms of skills and staff and to reduce the need for them to buy physical infrastructure and to expand an already at capacity set premises. And in many cases they can't even get access to, so it's very much a perfect storm for the solution that Metallic provides. >> Yeah Janet, following onto that and just in terms of when Mark mentioned, you know especially when this first happened, not being able to get access to the premises, this massive pivot to work from home and suddenly millions of endpoints scattered globally. Talk to us about some of the things that you saw here in North America in terms of customer demands changing. >> Oh that's a great question, we absolutely saw changes. I mean I go back to what Satya Nadella said, the CEO of Microsoft. He even said in April and may that what we are seeing is two years of digital transformation happening in a two month period. And that's absolutely what we're seeing, so the interest in fact as Mark mentioned, and then interest in protecting endpoints, your laptops and your desktop, as you have an increasingly remote and distributed workforce has completely changed. I mean when we spoke to you last year ago, we had endpoint backup more for completeness to round out our portfolio. We didn't expect it to be a lead offering and take off the way it has. But now with the changes everyone's seeing and with what IT teams need to do with what security teams and cloud architects need to do, we're absolutely seeing that need for endpoint protection grow. >> Yeah, and just to add to that Lisa is the endpoint potentially is also seeing a change and a shift in the types of markets that are looking to Metallic as a solution, recall that we originally targeted Metallic and SMB mid market, market where people were looking for simple, predictable, low cost but yet still scalable infrastructure. The massive drive to protect endpoints and to maintain compliance and control of data there, is actually driving large enterprise customers to Commvault and Metallic as a solution for protecting not hundreds of endpoints, not thousands, not tens of thousands but hundreds of thousands of endpoints for some of the customers that we're not talking to. >> And that's probably going to be something that we see becomes permanent. You know we're seeing so many leaders, Satya Nadella you mentioned Janet, we've heard other ones, Antonio Neri from HPE saying you know I expect at least 50% of the workforce to stay remote. So this is... Was a big need, it was a big boom and a good amount of this is probably not going to change. How is Metallic positioned to help your customers not just survive this time but be able to thrive and become the winners of tomorrow? >> I think one real advantage of Metallic is the two technologies that it's built on top of, one is Metallic part of Commvault, so what we can do is evolve with the needs of our customers, take all that IP, all those patents decide what workloads are going to help our customers through this times and release those as new offerings delivered as PaaS, it allows us to be agile and to pivot as needed. And that's what you see as I said we're doubling our product offering, we're taking that feedback in real time and that's something we'll be announcing very soon, next month. In addition to that, we're also build on top of Microsoft Azure. So we're leveraging certainly their enterprise scalability, the trust and security that they have because we're really something that flexes from the one terabyte dataset to the 10,000 terabyte as you're looking to scale and protect your infrastructure. So we are poised to take on that agility, that time like these demand. >> Do you think, oh go ahead Mark. >> I think just to add to that as well is if you look at our existing customers that have been traditionally using on-prem Commvault complete software or they bought on a perpetual or subscription basis. A number of those have been looking for Metallic to protect some specific workloads, like endpoint for example, but the way we've done this is, the Metallic solution on the on-prem solution are manageable from a single Commvault interface, a command central interface. So it's not a temporary decision to move to SaaS and then that customer then has to move it back in order to control and manage it in an on-prem environment. They get the best of both worlds from two solutions fit for the purpose they are intended from a company that has a 20 year reputation in designing, building and selling scalable, secure data protection infrastructure. >> Reasonable question in terms of the management console. So for example Mark, the situation that you're talking about customers that may have been using Commvault on-prem for a long time now have had in the last year and now in EMEA the opportunity to leverage SaaS data protection for Office Microsoft 365 for example, endpoints. Talk to me a little bit about the management of that, if a customer, legacy Commvault customer has been using on-prem and now they add Metallic for SaaS, data protection for say Microsoft 365, is that managed by a single console? >> Exactly, it's managed by a command center console. So they can see, manage, control report, all of data that exists within the Metallic SaaS based solution, and that sits within that on-prem or their hybrid cloud environment, giving them that, that total flexibility. And with the recent announcement, the launch earlier in October of MCSS on Microsoft, sorry at Metallic Cloud Storage Solution, that also helps their customers that aren't yet looking to move to metallic, to make the step, to put some of their on-prem data rapidly and easily into cloud as a target, as a metallic cloud storage service. And that's a future stepping stone to a full metallic software as a service solution, should they so choose for a 365 or endpoint? So we're giving customers the ability to move from self-manage to fully managed with a SaaS solution in the middle. >> And for that target market perspective, Mark, some of the things that we've seen globally that are new targets, you mentioned ransomware on the rise, healthcare organizations, schools and governments, are there any specific industries that are going to be leading edge for Metallic in EMEA. >> What we've seen from the initial market data and the market uptake by segment from the America's names that launched is interest from every sector, but a particular interest from the sectors where technology is a key differentiator, particularly finance, banking, insurance, and the telco sector, the tech sector and the retail sector. Interestingly enough, we're also seeing in the government and public services sector from our recent Azure launch and some of the demand and interest in EMEA is validating this, customers in public sector organizations, central and local government who traditionally have been fixated on the CapEx buying model and on-prem solutions, moving and starting to look increasingly at SaaS to get solutions up running, protected and secured rapidly in the cloud. And so we're seeing an encouraging up-taking public sector organizations, which are using SaaS as a way to move from CapEx to OPEX models which is particularly reassuring. >> And Janet question for you if we look at data protection as a service, the fastest growing market segment rather in data protection market, what are some of the things that knowing Metallic's first year in the evolution, the changes that the world has seen, but also this demand for data protection as a service, what are some of the things that we can expect in Metallic's second year? >> Yeah so, first you're absolutely right. Data protection as a service is becoming increasingly popular. You know these are cloud based solutions, also known as backup as a service. And I think what we're finding as we talk to customers is everyone has a cloud based initiative, whether they're starting it or they're well on their way. So having a data protection as a service solution like Metallic can either be your first move into the cloud starting with your backup targets and leveraging MCSS as Mark explained as one way to do that, or it can just be another point in a customer's hybrid story. How they're starting to leverage data protection as a service, SaaS delivery. And there's this whole notion now of SaaS for SaaS. Now you need SaaS backup for your SaaS application to follow how the data moves, and that's what we're doing for Office 365. In the second year, we're certainly aiming to continue increasing our workload, supported the products that... And continuing our geo-expansion as we are right now with the EMEA, this is certainly critical as we continue. We'll also be looking to engage local partners, we work with resellers and distributors today, and we're also going to continue expanding our offerings in Azure marketplace. We went live in Azure marketplace last quarter and we're seeing transactions come through there and we want to continue building out our marketplace model as well. >> Last question Janet, you mentioned SaaS for SaaS and there's been a lot of talk about that recently with customers in every segment. And there was this sort of this a shared responsibility model that Microsoft has in Salesforce right in box. But it's been interesting and a lot of customers I've spoken with in the last few months in salesforce ended support for the data recovery service I think in end of July going, wait we thought it was in the cloud, we have to back it up. So is that another direction in terms of Metallics future of being able to protect more types of SaaS workloads besides Microsoft 365? >> Well that's certainly the idea and starting with Office 365, is how do we compliment what Microsoft already offers. Office 365 Salesforce, all of these tools, they are workflow tools, they're integral in organizations or they're just holding critical data. So how do we compliment that through data backup and protection that give them the controls they need. Whether it's policy customization, smart configurations to help them through this and now E discovery on top to be able to search and manage compliance needs. So we really want to be that kind of extra security blanket for all of these SaaS applications and that's really what we're aiming to do over time but Office 365 is our focus right now. >> Yeah, I think just pick out Lisa on Janet's point about the two points of scale for us about scaling out and launching in new markets and bringing new workloads into the Metallic portfolio. You know one of the things that we understand is we clearly we've seen significant demand for Office 365 and endpoint ussually as for Metallic. But let's also not lose sight of the fact that a number of organizations are coming to us to protect their VMs and their file server environments so being initially in small environments. And they're starting to ask us specifically about our plans to incorporate additional enterprise type on-prem workloads in a Metallic environment. And the fact that we've built 20 years of expertise in IOP in that space, we've been probably the quickest to launch the most innovative and wide this range of workloads in our on-prem and subscription based software makes it far easier for us to pivot and to extend over time rapidly, the workloads that Metallic supports for customers wanting to move traditionally on-prem workloads. That I'll just say 365 endpoint but VMs and other database workloads into the cloud. And that's a unique differentiator for where Metallic can take our customers, not just geographically but in terms of the diversity of workloads that we'll be able to cover. >> Great point Mark, absolutely. >> Well thank you both for explaining the evolution of Metallic, A Commvault Venture in its first year, giving us an insight into some of the recent new announcements and a peek into what's to come. Janet, Mark, we appreciate your time. >> Yeah, thank you. >> That's being a pleasure, thank you. >> For my guests, I'm Lisa Martin, you're watching theCUBE conversation. (upbeat music)

>>all right, We're five minutes after the hour. That's all aboard. Who's coming aboard? Welcome everyone to the tutorial track for our launchpad of them. So for the next couple of hours, we've got a SYRIZA videos and experts on hand to answer questions about our new product, Doctor Enterprise Container Cloud. Before we jump into the videos and the technology, I just want to introduce myself and my other emcee for the session. I'm Bill Milks. I run curriculum development for Mirant us on. And >>I'm Bruce Basil Matthews. I'm the Western regional Solutions architect for Moran Tissue esa and welcome to everyone to this lovely launchpad oven event. >>We're lucky to have you with us proof. At least somebody on the call knows something about your enterprise Computer club. Um, speaking of people that know about Dr Enterprise Container Cloud, make sure that you've got a window open to the chat for this session. We've got a number of our engineers available and on hand to answer your questions live as we go through these videos and disgusting problem. So that's us, I guess, for Dr Enterprise Container Cloud, this is Mirant asses brand new product for bootstrapping Doctor Enterprise Kubernetes clusters at scale Anything. The airport Abu's? >>No, just that I think that we're trying Thio. Uh, let's see. Hold on. I think that we're trying Teoh give you a foundation against which to give this stuff a go yourself. And that's really the key to this thing is to provide some, you know, many training and education in a very condensed period. So, >>yeah, that's exactly what you're going to see. The SYRIZA videos we have today. We're going to focus on your first steps with Dr Enterprise Container Cloud from installing it to bootstrapping your regional child clusters so that by the end of the tutorial content today, you're gonna be prepared to spin up your first documentary prize clusters using documented prize container class. So just a little bit of logistics for the session. We're going to run through these tutorials twice. We're gonna do one run through starting seven minutes ago up until I guess it will be ten fifteen Pacific time. Then we're gonna run through the whole thing again. So if you've got other colleagues that weren't able to join right at the top of the hour and would like to jump in from the beginning, ten. Fifteen Pacific time. We're gonna do the whole thing over again. So if you want to see the videos twice, you got public friends and colleagues that, you know you wanna pull in for a second chance to see this stuff, we're gonna do it all. All twice. Yeah, this session. Any any logistics I should add, Bruce that No, >>I think that's that's pretty much what we had to nail down here. But let's zoom dash into those, uh, feature films. >>Let's do Edmonds. And like I said, don't be shy. Feel free to ask questions in the chat or engineers and boosting myself are standing by to answer your questions. So let me just tee up the first video here and walk their cost. Yeah. Mhm. Yes. Sorry. And here we go. So our first video here is gonna be about installing the Doctor Enterprise Container Club Management cluster. So I like to think of the management cluster as like your mothership, right? This is what you're gonna use to deploy all those little child clusters that you're gonna use is like, Come on it as clusters downstream. So the management costs was always our first step. Let's jump in there >>now. We have to give this brief little pause >>with no good day video. Focus for this demo will be the initial bootstrap of the management cluster in the first regional clusters to support AWS deployments. The management cluster provides the core functionality, including identity management, authentication, infantry release version. The regional cluster provides the specific architecture provided in this case, eight of us and the Elsie um, components on the UCP Cluster Child cluster is the cluster or clusters being deployed and managed. The deployment is broken up into five phases. The first phase is preparing a big strap note on this dependencies on handling with download of the bridge struck tools. The second phase is obtaining America's license file. Third phase. Prepare the AWS credentials instead of the adduce environment. The fourth configuring the deployment, defining things like the machine types on the fifth phase. Run the bootstrap script and wait for the deployment to complete. Okay, so here we're sitting up the strap node, just checking that it's clean and clear and ready to go there. No credentials already set up on that particular note. Now we're just checking through AWS to make sure that the account we want to use we have the correct credentials on the correct roles set up and validating that there are no instances currently set up in easy to instance, not completely necessary, but just helps keep things clean and tidy when I am perspective. Right. So next step, we're just going to check that we can, from the bootstrap note, reach more antis, get to the repositories where the various components of the system are available. They're good. No areas here. Yeah, right now we're going to start sitting at the bootstrap note itself. So we're downloading the cars release, get get cars, script, and then next, we're going to run it. I'm in. Deploy it. Changing into that big struck folder. Just making see what's there. Right now we have no license file, so we're gonna get the license filed. Oh, okay. Get the license file through the more antis downloads site, signing up here, downloading that license file and putting it into the Carisbrook struck folder. Okay, Once we've done that, we can now go ahead with the rest of the deployment. See that the follow is there. Uh, huh? That's again checking that we can now reach E C two, which is extremely important for the deployment. Just validation steps as we move through the process. All right, The next big step is valid in all of our AWS credentials. So the first thing is, we need those route credentials which we're going to export on the command line. This is to create the necessary bootstrap user on AWS credentials for the completion off the deployment we're now running an AWS policy create. So it is part of that is creating our Food trucks script, creating the mystery policy files on top of AWS, Just generally preparing the environment using a cloud formation script you'll see in a second will give a new policy confirmations just waiting for it to complete. Yeah, and there is done. It's gonna have a look at the AWS console. You can see that we're creative completed. Now we can go and get the credentials that we created Today I am console. Go to that new user that's being created. We'll go to the section on security credentials and creating new keys. Download that information media Access key I D and the secret access key. We went, Yeah, usually then exported on the command line. Okay. Couple of things to Notre. Ensure that you're using the correct AWS region on ensure that in the conflict file you put the correct Am I in for that region? I'm sure you have it together in a second. Yes. Okay, that's the key. Secret X key. Right on. Let's kick it off. Yeah, So this process takes between thirty and forty five minutes. Handles all the AWS dependencies for you, and as we go through, the process will show you how you can track it. Andi will start to see things like the running instances being created on the west side. The first phase off this whole process happening in the background is the creation of a local kind based bootstrapped cluster on the bootstrap node that clusters then used to deploy and manage all the various instances and configurations within AWS. At the end of the process, that cluster is copied into the new cluster on AWS and then shut down that local cluster essentially moving itself over. Okay. Local clusters boat just waiting for the various objects to get ready. Standard communities objects here Okay, so we speed up this process a little bit just for demonstration purposes. Yeah. There we go. So first note is being built the best in host. Just jump box that will allow us access to the entire environment. Yeah, In a few seconds, we'll see those instances here in the US console on the right. Um, the failures that you're seeing around failed to get the I. P for Bastian is just the weight state while we wait for a W s to create the instance. Okay. Yes. Here, beauty there. Okay. Mhm. Okay. Yeah, yeah. Okay. On there. We got question. Host has been built on three instances for the management clusters have now been created. We're going through the process of preparing. Those nodes were now copying everything over. See that? The scaling up of controllers in the big Strap cluster? It's indicating that we're starting all of the controllers in the new question. Almost there. Yeah. Yeah, just waiting for key. Clark. Uh huh. Start to finish up. Yeah. No. What? Now we're shutting down control this on the local bootstrap node on preparing our I. D. C. Configuration. Fourth indication, soon as this is completed. Last phase will be to deploy stack light into the new cluster the last time Monitoring tool set way Go stack like to plan It has started. Mhm coming to the end of the deployment Mountain. Yeah, America. Final phase of the deployment. Onda, We are done. Okay, You'll see. At the end they're providing us the details of you. I log in so there's a keeper clogging. You can modify that initial default password is part of the configuration set up with one documentation way. Go Councils up way can log in. Yeah, yeah, thank you very much for watching. >>Excellent. So in that video are wonderful field CTO Shauna Vera bootstrapped up management costume for Dr Enterprise Container Cloud Bruce, where exactly does that leave us? So now we've got this management costume installed like what's next? >>So primarily the foundation for being able to deploy either regional clusters that will then allow you to support child clusters. Uh, comes into play the next piece of what we're going to show, I think with Sean O'Mara doing this is the child cluster capability, which allows you to then deploy your application services on the local cluster. That's being managed by the ah ah management cluster that we just created with the bootstrap. >>Right? So this cluster isn't yet for workloads. This is just for bootstrapping up the downstream clusters. Those or what we're gonna use for workings. >>Exactly. Yeah. And I just wanted to point out, since Sean O'Mara isn't around, toe, actually answer questions. I could listen to that guy. Read the phone book, and it would be interesting, but anyway, you can tell him I said that >>he's watching right now, Crusoe. Good. Um, cool. So and just to make sure I understood what Sean was describing their that bootstrap er knows that you, like, ran document fresh pretender Cloud from to begin with. That's actually creating a kind kubernetes deployment kubernetes and Docker deployment locally. That then hits the AWS a p i in this example that make those e c two instances, and it makes like a three manager kubernetes cluster there, and then it, like, copies itself over toe those communities managers. >>Yeah, and and that's sort of where the transition happens. You can actually see it. The output that when it says I'm pivoting, I'm pivoting from my local kind deployment of cluster AP, I toothy, uh, cluster, that's that's being created inside of AWS or, quite frankly, inside of open stack or inside of bare metal or inside of it. The targeting is, uh, abstracted. Yeah, but >>those air three environments that we're looking at right now, right? Us bare metal in open staff environments. So does that kind cluster on the bootstrap er go away afterwards. You don't need that afterwards. Yeah, that is just temporary. To get things bootstrapped, then you manage things from management cluster on aws in this example? >>Yeah. Yeah. The seed, uh, cloud that post the bootstrap is not required anymore. And there's no, uh, interplay between them after that. So that there's no dependencies on any of the clouds that get created thereafter. >>Yeah, that actually reminds me of how we bootstrapped doctor enterprise back in the day, be a temporary container that would bootstrap all the other containers. Go away. It's, uh, so sort of a similar, similar temporary transient bootstrapping model. Cool. Excellent. What will convict there? It looked like there wasn't a ton, right? It looked like you had to, like, set up some AWS parameters like credentials and region and stuff like that. But other than that, that looked like heavily script herbal like there wasn't a ton of point and click there. >>Yeah, very much so. It's pretty straightforward from a bootstrapping standpoint, The config file that that's generated the template is fairly straightforward and targeted towards of a small medium or large, um, deployment. And by editing that single file and then gathering license file and all of the things that Sean went through, um, that that it makes it fairly easy to script >>this. And if I understood correctly as well that three manager footprint for your management cluster, that's the minimum, right. We always insist on high availability for this management cluster because boy do not wanna see oh, >>right, right. And you know, there's all kinds of persistent data that needs to be available, regardless of whether one of the notes goes down or not. So we're taking care of all of that for you behind the scenes without you having toe worry about it as a developer. >>No, I think there's that's a theme that I think will come back to throughout the rest of this tutorial session today is there's a lot of there's a lot of expertise baked him to Dr Enterprise Container Cloud in terms of implementing best practices for you like the defaulter, just the best practices of how you should be managing these clusters, Miss Seymour. Examples of that is the day goes on. Any interesting questions you want to call out from the chap who's >>well, there was. Yeah, yeah, there was one that we had responded to earlier about the fact that it's a management cluster that then conduce oh, either the the regional cluster or a local child molester. The child clusters, in each case host the application services, >>right? So at this point, we've got, in some sense, like the simplest architectures for our documentary prize Container Cloud. We've got the management cluster, and we're gonna go straight with child cluster. In the next video, there's a more sophisticated architecture, which will also proper today that inserts another layer between those two regional clusters. If you need to manage regions like across a BS, reads across with these documents anything, >>yeah, that that local support for the child cluster makes it a lot easier for you to manage the individual clusters themselves and to take advantage of our observation. I'll support systems a stack light and things like that for each one of clusters locally, as opposed to having to centralize thumb >>eso. It's a couple of good questions. In the chat here, someone was asking for the instructions to do this themselves. I strongly encourage you to do so. That should be in the docks, which I think Dale helpfully thank you. Dale provided links for that's all publicly available right now. So just head on in, head on into the docks like the Dale provided here. You can follow this example yourself. All you need is a Mirante license for this and your AWS credentials. There was a question from many a hear about deploying this toe azure. Not at G. Not at this time. >>Yeah, although that is coming. That's going to be in a very near term release. >>I didn't wanna make promises for product, but I'm not too surprised that she's gonna be targeted. Very bracing. Cool. Okay. Any other thoughts on this one does. >>No, just that the fact that we're running through these individual pieces of the steps Well, I'm sure help you folks. If you go to the link that, uh, the gentleman had put into the chat, um, giving you the step by staff. Um, it makes it fairly straightforward to try this yourselves. >>E strongly encourage that, right? That's when you really start to internalize this stuff. OK, but before we move on to the next video, let's just make sure everyone has a clear picture in your mind of, like, where we are in the life cycle here creating this management cluster. Just stop me if I'm wrong. Who's creating this management cluster is like, you do that once, right? That's when your first setting up your doctor enterprise container cloud environment of system. What we're going to start seeing next is creating child clusters and this is what you're gonna be doing over and over and over again. When you need to create a cluster for this Deb team or, you know, this other team river it is that needs commodity. Doctor Enterprise clusters create these easy on half will. So this was once to set up Dr Enterprise Container Cloud Child clusters, which we're going to see next. We're gonna do over and over and over again. So let's go to that video and see just how straightforward it is to spin up a doctor enterprise cluster for work clothes as a child cluster. Undocumented brands contain >>Hello. In this demo, we will cover the deployment experience of creating a new child cluster, the scaling of the cluster and how to update the cluster. When a new version is available, we begin the process by logging onto the you I as a normal user called Mary. Let's go through the navigation of the U I so you can switch. Project Mary only has access to development. Get a list of the available projects that you have access to. What clusters have been deployed at the moment there. Nan Yes, this H Keys Associate ID for Mary into her team on the cloud credentials that allow you to create access the various clouds that you can deploy clusters to finally different releases that are available to us. We can switch from dark mode to light mode, depending on your preferences, Right? Let's now set up semester search keys for Mary so she can access the notes and machines again. Very simply, had Mississippi key give it a name, we copy and paste our public key into the upload key block. Or we can upload the key if we have the file available on our local machine. A simple process. So to create a new cluster, we define the cluster ad management nodes and add worker nodes to the cluster. Yeah, again, very simply, you go to the clusters tab. We hit the create cluster button. Give the cluster name. Yeah, Andi, select the provider. We only have access to AWS in this particular deployment, so we'll stick to AWS. What's like the region in this case? US West one release version five point seven is the current release Onda Attach. Mary's Key is necessary Key. We can then check the rest of the settings, confirming the provider Any kubernetes c r D r I p address information. We can change this. Should we wish to? We'll leave it default for now on. Then what components? A stack light I would like to deploy into my Custer. For this. I'm enabling stack light on logging on Aiken. Sit up the retention sizes Attention times on. Even at this stage, at any customer alerts for the watchdogs. E consider email alerting which I will need my smart host details and authentication details. Andi Slack Alerts. Now I'm defining the cluster. All that's happened is the cluster's been defined. I now need to add machines to that cluster. I'll begin by clicking the create machine button within the cluster definition. Oh, select manager, Select the number of machines. Three is the minimum. Select the instant size that I'd like to use from AWS and very importantly, ensure correct. Use the correct Am I for the region. I commend side on the route device size. There we go, my three machines obviously creating. I now need to add some workers to this custom. So I go through the same process this time once again, just selecting worker. I'll just add to once again, the AM is extremely important. Will fail if we don't pick the right, Am I for a boon to machine in this case and the deployment has started. We can go and check on the bold status are going back to the clusters screen on clicking on the little three dots on the right. We get the cluster info and the events, so the basic cluster info you'll see pending their listen cluster is still in the process of being built. We kick on, the events will get a list of actions that have been completed This part of the set up of the cluster. So you can see here we've created the VPC. We've created the sub nets on We've created the Internet gateway. It's unnecessary made of us and we have no warnings of the stage. Yeah, this will then run for a while. We have one minute past waken click through. We can check the status of the machine bulls as individuals so we can check the machine info, details of the machines that we've assigned, right? Mhm Onda. See any events pertaining to the machine areas like this one on normal? Yeah. Just watch asked. The community's components are waiting for the machines to start. Go back to Custer's. Okay, right. Because we're moving ahead now. We can see we have it in progress. Five minutes in new Matt Gateway on the stage. The machines have been built on assigned. I pick up the U. S. Thank you. Yeah. There we go. Machine has been created. See the event detail and the AWS. I'd for that machine. Mhm. No speeding things up a little bit. This whole process and to end takes about fifteen minutes. Run the clock forward, you'll notice is the machines continue to bold the in progress. We'll go from in progress to ready. A soon as we got ready on all three machines, the managers on both workers way could go on and we could see that now we reached the point where the cluster itself is being configured. Mhm, mhm. And then we go. Cluster has been deployed. So once the classes deployed, we can now never get around our environment. Okay, Are cooking into configure cluster We could modify their cluster. We could get the end points for alert alert manager on See here The griffon occupying and Prometheus are still building in the background but the cluster is available on you would be able to put workloads on it the stretch to download the cube conflict so that I can put workloads on it. It's again three little dots in the right for that particular cluster. If the download cube conflict give it my password, I now have the Q conflict file necessary so that I can access that cluster Mhm all right Now that the build is fully completed, we can check out cluster info on. We can see that Allow the satellite components have been built. All the storage is there, and we have access to the CPU. I So if we click into the cluster, we can access the UCP dashboard, right? Shit. Click the signing with Detroit button to use the SSO on. We give Mary's possible to use the name once again. Thing is, an unlicensed cluster way could license at this point. Or just skip it on. There. We have the UCP dashboard. You can see that has been up for a little while. We have some data on the dashboard going back to the console. We can now go to the griffon, a data just being automatically pre configured for us. We can switch and utilized a number of different dashboards that have already been instrumented within the cluster. So, for example, communities cluster information, the name spaces, deployments, nodes. Mhm. So we look at nodes. If we could get a view of the resource is utilization of Mrs Custer is very little running in it. Yeah. General dashboard of Cuba navies cluster one of this is configurable. You can modify these for your own needs, or add your own dashboards on de scoped to the cluster. So it is available to all users who have access to this specific cluster, all right to scale the cluster on to add a notice. A simple is the process of adding a mode to the cluster, assuming we've done that in the first place. So we go to the cluster, go into the details for the cluster we select, create machine. Once again, we need to be ensure that we put the correct am I in and any other functions we like. You can create different sized machines so it could be a larger node. Could be bigger disks and you'll see that worker has been added from the provisioning state on shortly. We will see the detail off that worker as a complete to remove a note from a cluster. Once again, we're going to the cluster. We select the node would like to remove. Okay, I just hit delete On that note. Worker nodes will be removed from the cluster using according and drawing method to ensure that your workouts are not affected. Updating a cluster. When an update is available in the menu for that particular cluster, the update button will become available. And it's a simple as clicking the button, validating which release you would like to update to. In this case, the next available releases five point seven point one. Here I'm kicking the update by in the background We will coordinate. Drain each node slowly go through the process of updating it. Andi update will complete depending on what the update is as quickly as possible. Girl, we go. The notes being rebuilt in this case impacted the manager node. So one of the manager nodes is in the process of being rebuilt. In fact, to in this case, one has completed already on In a few minutes we'll see that there are great has been completed. There we go. Great. Done. Yeah. If you work loads of both using proper cloud native community standards, there will be no impact. >>Excellent. So at this point, we've now got a cluster ready to start taking our communities of workloads. He started playing or APs to that costume. So watching that video, the thing that jumped out to me at first Waas like the inputs that go into defining this workload cost of it. All right, so we have to make sure we were using on appropriate am I for that kind of defines the substrate about what we're gonna be deploying our cluster on top of. But there's very little requirements. A so far as I could tell on top of that, am I? Because Docker enterprise Container Cloud is gonna bootstrap all the components that you need. That s all we have is kind of kind of really simple bunch box that we were deploying these things on top of so one thing that didn't get dug into too much in the video. But it's just sort of implied. Bruce, maybe you can comment on this is that release that Shawn had to choose for his, uh, for his cluster in creating it. And that release was also the thing we had to touch. Wanted to upgrade part cluster. So you have really sharp eyes. You could see at the end there that when you're doing the release upgrade enlisted out a stack of components docker, engine, kubernetes, calico, aled, different bits and pieces that go into, uh, go into one of these commodity clusters that deploy. And so, as far as I can tell in that case, that's what we mean by a release. In this sense, right? It's the validated stack off container ization and orchestration components that you know we've tested out and make sure it works well, introduction environments. >>Yeah, and and And that's really the focus of our effort is to ensure that any CVS in any of the stack are taken care of that there is a fixes air documented and up streamed to the open stack community source community, um, and and that, you know, then we test for the scaling ability and the reliability in high availability configuration for the clusters themselves. The hosts of your containers. Right. And I think one of the key, uh, you know, benefits that we provide is that ability to let you know, online, high. We've got an update for you, and it's fixes something that maybe you had asked us to fix. Uh, that all comes to you online as your managing your clusters, so you don't have to think about it. It just comes as part of the product. >>You just have to click on Yes. Please give me that update. Uh, not just the individual components, but again. It's that it's that validated stack, right? Not just, you know, component X, y and Z work. But they all work together effectively Scalable security, reliably cool. Um, yeah. So at that point, once we started creating that workload child cluster, of course, we bootstrapped good old universal control plane. Doctor Enterprise. On top of that, Sean had the classic comment there, you know? Yeah. Yeah. You'll see a little warnings and errors or whatever. When you're setting up, UCP don't handle, right, Just let it do its job, and it will converge all its components, you know, after just just a minute or two. But we saw in that video, we sped things up a little bit there just we didn't wait for, you know, progress fighters to complete. But really, in real life, that whole process is that anything so spend up one of those one of those fosters so quite quite quick. >>Yeah, and and I think the the thoroughness with which it goes through its process and re tries and re tries, uh, as you know, and it was evident when we went through the initial ah video of the bootstrapping as well that the processes themselves are self healing, as they are going through. So they will try and retry and wait for the event to complete properly on. And once it's completed properly, then it will go to the next step. >>Absolutely. And the worst thing you could do is panic at the first warning and start tearing things that don't don't do that. Just don't let it let it heal. Let take care of itself. And that's the beauty of these manage solutions is that they bake in a lot of subject matter expertise, right? The decisions that are getting made by those containers is they're bootstrapping themselves, reflect the expertise of the Mirant ISS crew that has been developing this content in these two is free for years and years now, over recognizing humanities. One cool thing there that I really appreciate it actually that it adds on top of Dr Enterprise is that automatic griffon a deployment as well. So, Dr Enterprises, I think everyone knows has had, like, some very high level of statistics baked into its dashboard for years and years now. But you know our customers always wanted a double click on that right to be able to go a little bit deeper. And Griffon are really addresses that it's built in dashboards. That's what's really nice to see. >>Yeah, uh, and all of the alerts and, uh, data are actually captured in a Prometheus database underlying that you have access to so that you are allowed to add new alerts that then go out to touch slack and say hi, You need to watch your disk space on this machine or those kinds of things. Um, and and this is especially helpful for folks who you know, want to manage the application service layer but don't necessarily want to manage the operations side of the house. So it gives them a tool set that they can easily say here, Can you watch these for us? And Miran tas can actually help do that with you, So >>yeah, yeah, I mean, that's just another example of baking in that expert knowledge, right? So you can leverage that without tons and tons of a long ah, long runway of learning about how to do that sort of thing. Just get out of the box right away. There was the other thing, actually, that you could sleep by really quickly if you weren't paying close attention. But Sean mentioned it on the video. And that was how When you use dark enterprise container cloud to scale your cluster, particularly pulling a worker out, it doesn't just like Territo worker down and forget about it. Right? Is using good communities best practices to cordon and drain the No. So you aren't gonna disrupt your workloads? You're going to just have a bunch of containers instantly. Excellent crash. You could really carefully manage the migration of workloads off that cluster has baked right in tow. How? How? Document? The brass container cloud is his handling cluster scale. >>Right? And And the kubernetes, uh, scaling methodology is is he adhered to with all of the proper techniques that ensure that it will tell you. Wait, you've got a container that actually needs three, uh, three, uh, instances of itself. And you don't want to take that out, because that node, it means you'll only be able to have to. And we can't do that. We can't allow that. >>Okay, Very cool. Further thoughts on this video. So should we go to the questions. >>Let's let's go to the questions >>that people have. Uh, there's one good one here, down near the bottom regarding whether an a p I is available to do this. So in all these demos were clicking through this web. You I Yes, this is all a p. I driven. You could do all of this. You know, automate all this away is part of the CSC change. Absolutely. Um, that's kind of the point, right? We want you to be ableto spin up. Come on. I keep calling them commodity clusters. What I mean by that is clusters that you can create and throw away. You know, easily and automatically. So everything you see in these demos eyes exposed to FBI? >>Yeah. In addition, through the standard Cube cuddle, Uh, cli as well. So if you're not a programmer, but you still want to do some scripting Thio, you know, set up things and deploy your applications and things. You can use this standard tool sets that are available to accomplish that. >>There is a good question on scale here. So, like, just how many clusters and what sort of scale of deployments come this kind of support our engineers report back here that we've done in practice up to a Zeman ia's like two hundred clusters. We've deployed on this with two hundred fifty nodes in a cluster. So were, you know, like like I said, hundreds, hundreds of notes, hundreds of clusters managed by documented press container fall and then those downstream clusters, of course, subject to the usual constraints for kubernetes, right? Like default constraints with something like one hundred pods for no or something like that. There's a few different limitations of how many pods you can run on a given cluster that comes to us not from Dr Enterprise Container Cloud, but just from the underlying kubernetes distribution. >>Yeah, E. I mean, I don't think that we constrain any of the capabilities that are available in the, uh, infrastructure deliveries, uh, service within the goober Netease framework. So were, you know, But we are, uh, adhering to the standards that we would want to set to make sure that we're not overloading a node or those kinds of things, >>right. Absolutely cool. Alright. So at this point, we've got kind of a two layered our protection when we are management cluster, but we deployed in the first video. Then we use that to deploy one child clustering work, classroom, uh, for more sophisticated deployments where we might want to manage child clusters across multiple regions. We're gonna add another layer into our architectural we're gonna add in regional cluster management. So this idea you're gonna have the single management cluster that we started within the first video. On the next video, we're gonna learn how to spin up a regional clusters, each one of which would manage, for example, a different AWS uh, US region. So let me just pull out the video for that bill. We'll check it out for me. Mhm. >>Hello. In this demo, we will cover the deployment of additional regional management. Cluster will include a brief architectures of you how to set up the management environment, prepare for the deployment deployment overview and then just to prove it, to play a regional child cluster. So, looking at the overall architecture, the management cluster provides all the core functionality, including identity management, authentication, inventory and release version. ING Regional Cluster provides the specific architecture provider in this case AWS on the LCN components on the D you speak Cluster for child cluster is the cluster or clusters being deployed and managed? Okay, so why do you need a regional cluster? Different platform architectures, for example aws who have been stack even bare metal to simplify connectivity across multiple regions handle complexities like VPNs or one way connectivity through firewalls, but also help clarify availability zones. Yeah. Here we have a view of the regional cluster and how it connects to the management cluster on their components, including items like the LCN cluster Manager we also Machine Manager were held. Mandel are managed as well as the actual provider logic. Mhm. Okay, we'll begin by logging on Is the default administrative user writer. Okay, once we're in there, we'll have a look at the available clusters making sure we switch to the default project which contains the administration clusters. Here we can see the cars management cluster, which is the master controller. And you see, it only has three nodes, three managers, no workers. Okay, if we look at another regional cluster similar to what we're going to deploy now, also only has three managers once again, no workers. But as a comparison, here's a child cluster This one has three managers, but also has additional workers associate it to the cluster. All right, we need to connect. Tell bootstrap note. Preferably the same note that used to create the original management plaster. It's just on AWS, but I still want to machine. All right. A few things we have to do to make sure the environment is ready. First thing we're going to see go into route. We'll go into our releases folder where we have the kozberg struck on. This was the original bootstrap used to build the original management cluster. Yeah, we're going to double check to make sure our cube con figures there once again, the one created after the original customers created just double check. That cute conflict is the correct one. Does point to the management cluster. We're just checking to make sure that we can reach the images that everything is working. A condom. No damages waken access to a swell. Yeah. Next we're gonna edit the machine definitions. What we're doing here is ensuring that for this cluster we have the right machine definitions, including items like the am I. So that's found under the templates AWS directory. We don't need to edit anything else here. But we could change items like the size of the machines attempts. We want to use that The key items to ensure where you changed the am I reference for the junta image is the one for the region in this case AWS region for utilizing this was no construct deployment. We have to make sure we're pointing in the correct open stack images. Yeah, okay. Set the correct and my save file. Now we need to get up credentials again. When we originally created the bootstrap cluster, we got credentials from eight of the U. S. If we hadn't done this, we would need to go through the u A. W s set up. So we're just exporting the AWS access key and I d. What's important is CAAs aws enabled equals. True. Now we're sitting the region for the new regional cluster. In this case, it's Frankfurt on exporting our cube conflict that we want to use for the management cluster. When we looked at earlier Yeah, now we're exporting that. Want to call the cluster region Is Frank Foods Socrates Frankfurt yet trying to use something descriptive It's easy to identify. Yeah, and then after this, we'll just run the bootstrap script, which will complete the deployment for us. Bootstrap of the regional cluster is quite a bit quicker than the initial management clusters. There are fewer components to be deployed. Um, but to make it watchable, we've spent it up. So we're preparing our bootstrap cluster on the local bootstrap node. Almost ready on. We started preparing the instances at W s and waiting for that bastard and no to get started. Please. The best you nerd Onda. We're also starting to build the actual management machines they're now provisioning on. We've reached the point where they're actually starting to deploy. Dr. Enterprise, this is probably the longest face. Yeah, seeing the second that all the nerds will go from the player deployed. Prepare, prepare. Yeah, You'll see their status changes updates. He was the first night ready. Second, just applying second already. Both my time. No waiting from home control. Let's become ready. Removing cluster the management cluster from the bootstrap instance into the new cluster running the date of the U. S. All my stay. Ah, now we're playing Stockland. Switch over is done on. Done. Now I will build a child cluster in the new region very, very quickly to find the cluster will pick. Our new credential has shown up. We'll just call it Frankfurt for simplicity a key and customs to find. That's the machine. That cluster stop with three managers. Set the correct Am I for the region? Yeah, Do the same to add workers. There we go test the building. Yeah. Total bill of time Should be about fifteen minutes. Concedes in progress. It's going to expect this up a little bit. Check the events. We've created all the dependencies, machine instances, machines, a boat shortly. We should have a working cluster in Frankfurt region. Now almost a one note is ready from management. Two in progress. Yeah, on we're done. Clusters up and running. Yeah. >>Excellent. So at this point, we've now got that three tier structure that we talked about before the video. We got that management cluster that we do strapped in the first video. Now we have in this example to different regional clustering one in Frankfurt, one of one management was two different aws regions. And sitting on that you can do Strap up all those Doctor enterprise costumes that we want for our work clothes. >>Yeah, that's the key to this is to be able to have co resident with your actual application service enabled clusters the management co resident with it so that you can, you know, quickly access that he observation Elson Surfboard services like the graph, Ana and that sort of thing for your particular region. A supposed to having to lug back into the home. What did you call it when we started >>the mothership? >>The mothership. Right. So we don't have to go back to the mother ship. We could get >>it locally. Yeah, when, like to that point of aggregating things under a single pane of glass? That's one thing that again kind of sailed by in the demo really quickly. But you'll notice all your different clusters were on that same cluster. Your pain on your doctor Enterprise Container Cloud management. Uh, court. Right. So both your child clusters for running workload and your regional clusters for bootstrapping. Those child clusters were all listed in the same place there. So it's just one pane of glass to go look for, for all of your clusters, >>right? And, uh, this is kind of an important point. I was, I was realizing, as we were going through this. All of the mechanics are actually identical between the bootstrapped cluster of the original services and the bootstrapped cluster of the regional services. It's the management layer of everything so that you only have managers, you don't have workers and that at the child cluster layer below the regional or the management cluster itself, that's where you have the worker nodes. And those are the ones that host the application services in that three tiered architecture that we've now defined >>and another, you know, detail for those that have sharp eyes. In that video, you'll notice when deploying a child clusters. There's not on Lee. A minimum of three managers for high availability management cluster. You must have at least two workers that's just required for workload failure. It's one of those down get out of work. They could potentially step in there, so your minimum foot point one of these child clusters is fine. Violence and scalable, obviously, from a >>That's right. >>Let's take a quick peek of the questions here, see if there's anything we want to call out, then we move on to our last want to my last video. There's another question here about, like where these clusters can live. So again, I know these examples are very aws heavy. Honestly, it's just easy to set up down on the other us. We could do things on bare metal and, uh, open stack departments on Prem. That's what all of this still works in exactly the same way. >>Yeah, the, uh, key to this, especially for the the, uh, child clusters, is the provision hers? Right? See you establish on AWS provision or you establish a bare metal provision or you establish a open stack provision. Or and eventually that list will include all of the other major players in the cloud arena. But you, by selecting the provision or within your management interface, that's where you decide where it's going to be hosted, where the child cluster is to be hosted. >>Speaking off all through a child clusters. Let's jump into our last video in the Siri's, where we'll see how to spin up a child cluster on bare metal. >>Hello. This demo will cover the process of defining bare metal hosts and then review the steps of defining and deploying a bare metal based doctor enterprise cluster. So why bare metal? Firstly, it eliminates hyper visor overhead with performance boost of up to thirty percent. Provides direct access to GP use, prioritize for high performance wear clothes like machine learning and AI, and supports high performance workloads like network functions, virtualization. It also provides a focus on on Prem workloads, simplifying and ensuring we don't need to create the complexity of adding another opera visor. Lay it between so continue on the theme Why Communities and bare metal again Hyper visor overhead. Well, no virtualization overhead. Direct access to hardware items like F p G A s G p us. We can be much more specific about resource is required on the nodes. No need to cater for additional overhead. Uh, we can handle utilization in the scheduling. Better Onda we increase the performances and simplicity of the entire environment as we don't need another virtualization layer. Yeah, In this section will define the BM hosts will create a new project will add the bare metal hosts, including the host name. I put my credentials I pay my address the Mac address on then provide a machine type label to determine what type of machine it is for later use. Okay, let's get started. So well again. Was the operator thing. We'll go and we'll create a project for our machines to be a member off helps with scoping for later on for security. I begin the process of adding machines to that project. Yeah. So the first thing we had to be in post, Yeah, many of the machine A name. Anything you want, que experimental zero one. Provide the IAP my user name type my password. Okay. On the Mac address for the common interface with the boot interface and then the i p m I i p address These machines will be at the time storage worker manager. He's a manager. Yeah, we're gonna add a number of other machines on will. Speed this up just so you could see what the process looks like in the future. Better discovery will be added to the product. Okay. Okay. Getting back there we have it are Six machines have been added, are busy being inspected, being added to the system. Let's have a look at the details of a single note. Yeah, you can see information on the set up of the node. Its capabilities? Yeah. As well as the inventory information about that particular machine. I see. Okay, let's go and create the cluster. Yeah, So we're going to deploy a bare metal child cluster. The process we're going to go through is pretty much the same as any other child cluster. So we'll credit custom. We'll give it a name, but if it were selecting bare metal on the region, we're going to select the version we want to apply. No way. We're going to add this search keys. If we hope we're going to give the load. Balancer host I p that we'd like to use out of dress range on update the address range that we want to use for the cluster. Check that the sea ideal blocks for the Cuban ladies and tunnels are what we want them to be. Enable disabled stack light. Yeah, and soothe stack light settings to find the cluster. And then, as for any other machine, we need to add machines to the cluster. Here. We're focused on building communities clusters, so we're gonna put the count of machines. You want managers? We're gonna pick the label type manager and create three machines is the manager for the Cuban eighties. Casting Okay thing. We're having workers to the same. It's a process. Just making sure that the worker label host level are I'm sorry. On when Wait for the machines to deploy. Let's go through the process of putting the operating system on the notes validating and operating system deploying doctor identifies Make sure that the cluster is up and running and ready to go. Okay, let's review the bold events waken See the machine info now populated with more information about the specifics of things like storage and of course, details of a cluster etcetera. Yeah, yeah, well, now watch the machines go through the various stages from prepared to deploy on what's the cluster build? And that brings us to the end of this particular demo. You can see the process is identical to that of building a normal child cluster we got our complaint is complete. >>All right, so there we have it, deploying a cluster to bare metal. Much the same is how we did for AWS. I guess maybe the biggest different stepwise there is there is that registration face first, right? So rather than just using AWS financials toe magically create PM's in the cloud. You got a point out all your bare metal servers to Dr Enterprise between the cloud and they really come in, I guess three profiles, right? You got your manager profile with a profile storage profile which has been labeled as allocate. Um, crossword cluster has appropriate, >>right? And And I think that the you know, the key differentiator here is that you have more physical control over what, uh, attributes that love your cat, by the way, uh, where you have the different attributes of a server of physical server. So you can, uh, ensure that the SSD configuration on the storage nodes is gonna be taken advantage of in the best way the GP use on the worker nodes and and that the management layer is going to have sufficient horsepower to, um, spin up to to scale up the the environments, as required. One of the things I wanted to mention, though, um, if I could get this out without the choking much better. Um, is that Ah, hey, mentioned the load balancer and I wanted to make sure in defining the load balancer and the load balancer ranges. Um, that is for the top of the the cluster itself. That's the operations of the management, uh, layer integrating with your systems internally to be able to access the the Cube Can figs. I I p address the, uh, in a centralized way. It's not the load balancer that's working within the kubernetes cluster that you are deploying. That's still cube proxy or service mesh, or however you're intending to do it. So, um, it's kind of an interesting step that your initial step in building this, um and we typically use things like metal L B or in gen X or that kind of thing is to establish that before we deploy this bear mental cluster so that it can ride on top of that for the tips and things. >>Very cool. So any other thoughts on what we've seen so far today? Bruce, we've gone through all the different layers. Doctor enterprise container clouds in these videos from our management are regional to our clusters on aws hand bear amount, Of course, with his dad is still available. Closing thoughts before we take just a very short break and run through these demos again. >>You know, I've been very exciting. Ah, doing the presentation with you. I'm really looking forward to doing it the second time, so that we because we've got a good rhythm going about this kind of thing. So I'm looking forward to doing that. But I think that the key elements of what we're trying to convey to the folks out there in the audience that I hope you've gotten out of it is that will that this is an easy enough process that if you follow the step by steps going through the documentation that's been put out in the chat, um, that you'll be able to give this a go yourself, Um, and you don't have to limit yourself toe having physical hardware on prim to try it. You could do it in a ws as we've shown you today. And if you've got some fancy use cases like, uh, you you need a Hadoop And and, uh, you know, cloud oriented ai stuff that providing a bare metal service helps you to get there very fast. So right. Thank you. It's been a pleasure. >>Yeah, thanks everyone for coming out. So, like I said we're going to take a very short, like, three minute break here. Uh, take the opportunity to let your colleagues know if they were in another session or they didn't quite make it to the beginning of this session. Or if you just want to see these demos again, we're going to kick off this demo. Siri's again in just three minutes at ten. Twenty five a. M. Pacific time where we will see all this great stuff again. Let's take a three minute break. I'll see you all back here in just two minutes now, you know. Okay, folks, that's the end of our extremely short break. We'll give people just maybe, like one more minute to trickle in if folks are interested in coming on in and jumping into our demo. Siri's again. Eso For those of you that are just joining us now I'm Bill Mills. I head up curriculum development for the training team here. Moran Tous on Joining me for this session of demos is Bruce. Don't you go ahead and introduce yourself doors, who is still on break? That's cool. We'll give Bruce a minute or two to get back while everyone else trickles back in. There he is. Hello, Bruce. >>How'd that go for you? Okay, >>Very well. So let's kick off our second session here. I e just interest will feel for you. Thio. Let it run over here. >>Alright. Hi. Bruce Matthews here. I'm the Western Regional Solutions architect for Marantz. Use A I'm the one with the gray hair and the glasses. Uh, the handsome one is Bill. So, uh, Bill, take it away. >>Excellent. So over the next hour or so, we've got a Siris of demos that's gonna walk you through your first steps with Dr Enterprise Container Cloud Doctor Enterprise Container Cloud is, of course, Miranda's brand new offering from bootstrapping kubernetes clusters in AWS bare metal open stack. And for the providers in the very near future. So we we've got, you know, just just over an hour left together on this session, uh, if you joined us at the top of the hour back at nine. A. M. Pacific, we went through these demos once already. Let's do them again for everyone else that was only able to jump in right now. Let's go. Our first video where we're gonna install Dr Enterprise container cloud for the very first time and use it to bootstrap management. Cluster Management Cluster, as I like to describe it, is our mother ship that's going to spin up all the other kubernetes clusters, Doctor Enterprise clusters that we're gonna run our workloads on. So I'm gonna do >>I'm so excited. I can hardly wait. >>Let's do it all right to share my video out here. Yeah, let's do it. >>Good day. The focus for this demo will be the initial bootstrap of the management cluster on the first regional clusters. To support AWS deployments, the management cluster provides the core functionality, including identity management, authentication, infantry release version. The regional cluster provides the specific architecture provided in this case AWS and the Elsom components on the UCP cluster Child cluster is the cluster or clusters being deployed and managed. The deployment is broken up into five phases. The first phase is preparing a bootstrap note on its dependencies on handling the download of the bridge struck tools. The second phase is obtaining America's license file. Third phase. Prepare the AWS credentials instead of the ideas environment, the fourth configuring the deployment, defining things like the machine types on the fifth phase, Run the bootstrap script and wait for the deployment to complete. Okay, so here we're sitting up the strap node. Just checking that it's clean and clear and ready to go there. No credentials already set up on that particular note. Now, we're just checking through aws to make sure that the account we want to use we have the correct credentials on the correct roles set up on validating that there are no instances currently set up in easy to instance, not completely necessary, but just helps keep things clean and tidy when I am perspective. Right. So next step, we're just gonna check that we can from the bootstrap note, reach more antis, get to the repositories where the various components of the system are available. They're good. No areas here. Yeah, right now we're going to start sitting at the bootstrap note itself. So we're downloading the cars release, get get cars, script, and then next we're going to run it. Yeah, I've been deployed changing into that big struck folder, just making see what's there right now we have no license file, so we're gonna get the license filed. Okay? Get the license file through more antis downloads site signing up here, downloading that license file and putting it into the Carisbrook struck folder. Okay, since we've done that, we can now go ahead with the rest of the deployment. Yeah, see what the follow is there? Uh huh. Once again, checking that we can now reach E C two, which is extremely important for the deployment. Just validation steps as we move through the process. Alright. Next big step is violating all of our AWS credentials. So the first thing is, we need those route credentials which we're going to export on the command line. This is to create the necessary bootstrap user on AWS credentials for the completion off the deployment we're now running in AWS policy create. So it is part of that is creating our food trucks script. Creating this through policy files onto the AWS, just generally preparing the environment using a cloud formation script, you'll see in a second, I'll give a new policy confirmations just waiting for it to complete. And there is done. It's gonna have a look at the AWS console. You can see that we're creative completed. Now we can go and get the credentials that we created. Good day. I am console. Go to the new user that's being created. We'll go to the section on security credentials and creating new keys. Download that information media access Key I. D and the secret access key, but usually then exported on the command line. Okay, Couple of things to Notre. Ensure that you're using the correct AWS region on ensure that in the conflict file you put the correct Am I in for that region? I'm sure you have it together in a second. Okay, thanks. Is key. So you could X key Right on. Let's kick it off. So this process takes between thirty and forty five minutes. Handles all the AWS dependencies for you. Um, as we go through, the process will show you how you can track it. Andi will start to see things like the running instances being created on the AWS side. The first phase off this whole process happening in the background is the creation of a local kind based bootstrapped cluster on the bootstrap node that clusters then used to deploy and manage all the various instances and configurations within AWS at the end of the process. That cluster is copied into the new cluster on AWS and then shut down that local cluster essentially moving itself over. Yeah, okay. Local clusters boat. Just waiting for the various objects to get ready. Standard communities objects here. Yeah, you mentioned Yeah. So we've speed up this process a little bit just for demonstration purposes. Okay, there we go. So first note is being built the bastion host just jump box that will allow us access to the entire environment. Yeah, In a few seconds, we'll see those instances here in the US console on the right. Um, the failures that you're seeing around failed to get the I. P for Bastian is just the weight state while we wait for AWS to create the instance. Okay. Yeah. Beauty there. Movies. Okay, sketch. Hello? Yeah, Okay. Okay. On. There we go. Question host has been built on three instances for the management clusters have now been created. Okay, We're going through the process of preparing. Those nodes were now copying everything over. See that scaling up of controllers in the big strapped cluster? It's indicating that we're starting all of the controllers in the new question. Almost there. Right? Okay. Just waiting for key. Clark. Uh huh. So finish up. Yeah. No. Now we're shutting down. Control this on the local bootstrap node on preparing our I. D. C configuration, fourth indication. So once this is completed, the last phase will be to deploy stack light into the new cluster, that glass on monitoring tool set, Then we go stack like deployment has started. Mhm. Coming to the end of the deployment mountain. Yeah, they were cut final phase of the deployment. And we are done. Yeah, you'll see. At the end, they're providing us the details of you. I log in. So there's a key Clark log in. Uh, you can modify that initial default possible is part of the configuration set up where they were in the documentation way. Go Councils up way can log in. Yeah. Yeah. Thank you very much for watching. >>All right, so at this point, what we have we got our management cluster spun up, ready to start creating work clusters. So just a couple of points to clarify there to make sure everyone caught that, uh, as advertised. That's darker. Enterprise container cloud management cluster. That's not rework loans. are gonna go right? That is the tool and you're gonna use to start spinning up downstream commodity documentary prize clusters for bootstrapping record too. >>And the seed host that were, uh, talking about the kind cluster dingy actually doesn't have to exist after the bootstrap succeeds eso It's sort of like, uh, copies head from the seed host Toothy targets in AWS spins it up it then boots the the actual clusters and then it goes away too, because it's no longer necessary >>so that bootstrapping know that there's not really any requirements, Hardly on that, right. It just has to be able to reach aws hit that Hit that a p I to spin up those easy to instances because, as you just said, it's just a kubernetes in docker cluster on that piece. Drop note is just gonna get torn down after the set up finishes on. You no longer need that. Everything you're gonna do, you're gonna drive from the single pane of glass provided to you by your management cluster Doctor enterprise Continue cloud. Another thing that I think is sort of interesting their eyes that the convict is fairly minimal. Really? You just need to provide it like aws regions. Um, am I? And that's what is going to spin up that spending that matter faster. >>Right? There is a mammal file in the bootstrap directory itself, and all of the necessary parameters that you would fill in have default set. But you have the option then of going in and defining a different Am I different for a different region, for example? Oh, are different. Size of instance from AWS. >>One thing that people often ask about is the cluster footprint. And so that example you saw they were spitting up a three manager, um, managing cluster as mandatory, right? No single manager set up at all. We want high availability for doctrine Enterprise Container Cloud management. Like so again, just to make sure everyone sort of on board with the life cycle stage that we're at right now. That's the very first thing you're going to do to set up Dr Enterprise Container Cloud. You're going to do it. Hopefully exactly once. Right now, you've got your management cluster running, and they're gonna use that to spend up all your other work clusters Day today has has needed How do we just have a quick look at the questions and then lets take a look at spinning up some of those child clusters. >>Okay, e think they've actually been answered? >>Yeah, for the most part. One thing I'll point out that came up again in the Dail, helpfully pointed out earlier in surgery, pointed out again, is that if you want to try any of the stuff yourself, it's all of the dogs. And so have a look at the chat. There's a links to instructions, so step by step instructions to do each and every thing we're doing here today yourself. I really encourage you to do that. Taking this out for a drive on your own really helps internalizing communicate these ideas after the after launch pad today, Please give this stuff try on your machines. Okay, So at this point, like I said, we've got our management cluster. We're not gonna run workloads there that we're going to start creating child clusters. That's where all of our work and we're gonna go. That's what we're gonna learn how to do in our next video. Cue that up for us. >>I so love Shawn's voice. >>Wasn't that all day? >>Yeah, I watched him read the phone book. >>All right, here we go. Let's now that we have our management cluster set up, let's create a first child work cluster. >>Hello. In this demo, we will cover the deployment experience of creating a new child cluster the scaling of the cluster on how to update the cluster. When a new version is available, we begin the process by logging onto the you I as a normal user called Mary. Let's go through the navigation of the u I. So you can switch Project Mary only has access to development. Uh huh. Get a list of the available projects that you have access to. What clusters have been deployed at the moment there. Man. Yes, this H keys, Associate ID for Mary into her team on the cloud credentials that allow you to create or access the various clouds that you can deploy clusters to finally different releases that are available to us. We can switch from dark mode to light mode, depending on your preferences. Right. Let's now set up some ssh keys for Mary so she can access the notes and machines again. Very simply, had Mississippi key give it a name. We copy and paste our public key into the upload key block. Or we can upload the key if we have the file available on our machine. A very simple process. So to create a new cluster, we define the cluster ad management nodes and add worker nodes to the cluster. Yeah, again, very simply, we got the clusters tab we had to create cluster button. Give the cluster name. Yeah, Andi, select the provider. We only have access to AWS in this particular deployment, so we'll stick to AWS. What's like the region in this case? US West one released version five point seven is the current release Onda Attach. Mary's Key is necessary key. We can then check the rest of the settings, confirming the provider any kubernetes c r D a r i p address information. We can change this. Should we wish to? We'll leave it default for now and then what components of stack light? I would like to deploy into my custom for this. I'm enabling stack light on logging, and I consider the retention sizes attention times on. Even at this stage, add any custom alerts for the watchdogs. Consider email alerting which I will need my smart host. Details and authentication details. Andi Slack Alerts. Now I'm defining the cluster. All that's happened is the cluster's been defined. I now need to add machines to that cluster. I'll begin by clicking the create machine button within the cluster definition. Oh, select manager, Select the number of machines. Three is the minimum. Select the instant size that I'd like to use from AWS and very importantly, ensure correct. Use the correct Am I for the region. I convinced side on the route. Device size. There we go. My three machines are busy creating. I now need to add some workers to this cluster. So I go through the same process this time once again, just selecting worker. I'll just add to once again the am I is extremely important. Will fail if we don't pick the right. Am I for a Clinton machine? In this case and the deployment has started, we can go and check on the bold status are going back to the clusters screen on clicking on the little three dots on the right. We get the cluster info and the events, so the basic cluster info you'll see pending their listen. Cluster is still in the process of being built. We kick on, the events will get a list of actions that have been completed This part of the set up of the cluster. So you can see here. We've created the VPC. We've created the sub nets on. We've created the Internet Gateway. It's unnecessary made of us. And we have no warnings of the stage. Okay, this will then run for a while. We have one minute past. We can click through. We can check the status of the machine balls as individuals so we can check the machine info, details of the machines that we've assigned mhm and see any events pertaining to the machine areas like this one on normal. Yeah. Just last. The community's components are waiting for the machines to start. Go back to customers. Okay, right. Because we're moving ahead now. We can see we have it in progress. Five minutes in new Matt Gateway. And at this stage, the machines have been built on assigned. I pick up the U S. Yeah, yeah, yeah. There we go. Machine has been created. See the event detail and the AWS. I'd for that machine. No speeding things up a little bit this whole process and to end takes about fifteen minutes. Run the clock forward, you'll notice is the machines continue to bold the in progress. We'll go from in progress to ready. A soon as we got ready on all three machines, the managers on both workers way could go on and we could see that now we reached the point where the cluster itself is being configured mhm and then we go. Cluster has been deployed. So once the classes deployed, we can now never get around. Our environment are looking into configure cluster. We could modify their cluster. We could get the end points for alert Alert Manager See here the griffon occupying and Prometheus are still building in the background but the cluster is available on You would be able to put workloads on it at this stage to download the cube conflict so that I can put workloads on it. It's again the three little dots in the right for that particular cluster. If the download cube conflict give it my password, I now have the Q conflict file necessary so that I can access that cluster. All right, Now that the build is fully completed, we can check out cluster info on. We can see that all the satellite components have been built. All the storage is there, and we have access to the CPU. I. So if we click into the cluster, we can access the UCP dashboard, click the signing with the clock button to use the SSO. We give Mary's possible to use the name once again. Thing is an unlicensed cluster way could license at this point. Or just skip it on. Do we have the UCP dashboard? You could see that has been up for a little while. We have some data on the dashboard going back to the console. We can now go to the griffon. A data just been automatically pre configured for us. We can switch and utilized a number of different dashboards that have already been instrumented within the cluster. So, for example, communities cluster information, the name spaces, deployments, nodes. Um, so we look at nodes. If we could get a view of the resource is utilization of Mrs Custer is very little running in it. Yeah, a general dashboard of Cuba Navies cluster. What If this is configurable, you can modify these for your own needs, or add your own dashboards on de scoped to the cluster. So it is available to all users who have access to this specific cluster. All right to scale the cluster on to add a No. This is simple. Is the process of adding a mode to the cluster, assuming we've done that in the first place. So we go to the cluster, go into the details for the cluster we select, create machine. Once again, we need to be ensure that we put the correct am I in and any other functions we like. You can create different sized machines so it could be a larger node. Could be bigger group disks and you'll see that worker has been added in the provisioning state. On shortly, we will see the detail off that worker as a complete to remove a note from a cluster. Once again, we're going to the cluster. We select the node we would like to remove. Okay, I just hit delete On that note. Worker nodes will be removed from the cluster using according and drawing method to ensure that your workloads are not affected. Updating a cluster. When an update is available in the menu for that particular cluster, the update button will become available. And it's a simple as clicking the button validating which release you would like to update to this case. This available releases five point seven point one give you I'm kicking the update back in the background. We will coordinate. Drain each node slowly, go through the process of updating it. Andi update will complete depending on what the update is as quickly as possible. Who we go. The notes being rebuilt in this case impacted the manager node. So one of the manager nodes is in the process of being rebuilt. In fact, to in this case, one has completed already. Yeah, and in a few minutes, we'll see that the upgrade has been completed. There we go. Great. Done. If you work loads of both using proper cloud native community standards, there will be no impact. >>All right, there. We haven't. We got our first workload cluster spun up and managed by Dr Enterprise Container Cloud. So I I loved Shawn's classic warning there. When you're spinning up an actual doctor enterprise deployment, you see little errors and warnings popping up. Just don't touch it. Just leave it alone and let Dr Enterprises self healing properties take care of all those very transient temporary glitches, resolve themselves and leave you with a functioning workload cluster within victims. >>And now, if you think about it that that video was not very long at all. And that's how long it would take you if someone came into you and said, Hey, can you spend up a kubernetes cluster for development development A. Over here, um, it literally would take you a few minutes to thio Accomplish that. And that was with a W s. Obviously, which is sort of, ah, transient resource in the cloud. But you could do exactly the same thing with resource is on Prem or resource is, um physical resource is and will be going through that later in the process. >>Yeah, absolutely one thing that is present in that demo, but that I like to highlight a little bit more because it just kind of glides by Is this notion of, ah, cluster release? So when Sean was creating that cluster, and also when when he was upgrading that cluster, he had to choose a release. What does that didn't really explain? What does that mean? Well, in Dr Enterprise Container Cloud, we have released numbers that capture the entire staff of container ization tools that will be deploying to that workload costume. So that's your version of kubernetes sed cor DNs calico. Doctor Engineer. All the different bits and pieces that not only work independently but are validated toe work together as a staff appropriate for production, humanities, adopted enterprise environments. >>Yep. From the bottom of the stack to the top, we actually test it for scale. Test it for CVS, test it for all of the various things that would, you know, result in issues with you running the application services. And I've got to tell you from having, you know, managed kubernetes deployments and things like that that if you're the one doing it yourself, it can get rather messy. Eso This makes it easy. >>Bruce, you were staying a second ago. They I'll take you at least fifteen minutes to install your release. Custer. Well, sure, but what would all the other bits and pieces you need toe? Not just It's not just about pressing the button to install it, right? It's making the right decision. About what components work? Well, our best tested toe be successful working together has a staff? Absolutely. We this release mechanism and Dr Enterprise Container Cloud. Let's just kind of package up that expert knowledge and make it available in a really straightforward, fashionable species. Uh, pre Confederate release numbers and Bruce is you're pointing out earlier. He's got delivered to us is updates kind of transparent period. When when? When Sean wanted toe update that cluster, he created little update. Custer Button appeared when an update was available. All you gotta do is click. It tells you what Here's your new stack of communities components. It goes ahead. And the straps those components for you? >>Yeah, it actually even displays at the top of the screen. Ah, little header That says you've got an update available. Do you want me to apply? It s o >>Absolutely. Another couple of cool things. I think that are easy to miss in that demo was I really like the on board Bafana that comes along with this stack. So we've been Prometheus Metrics and Dr Enterprise for years and years now. They're very high level. Maybe in in previous versions of Dr Enterprise having those detailed dashboards that Ravana provides, I think that's a great value out there. People always wanted to be ableto zoom in a little bit on that, uh, on those cluster metrics, you're gonna provides them out of the box for us. Yeah, >>that was Ah, really, uh, you know, the joining of the Miranda's and Dr teams together actually spawned us to be able to take the best of what Morantes had in the open stack environment for monitoring and logging and alerting and to do that integration in in a very short period of time so that now we've got it straight across the board for both the kubernetes world and the open stack world. Using the same tool sets >>warm. One other thing I wanna point out about that demo that I think there was some questions about our last go around was that demo was all about creating a managed workplace cluster. So the doctor enterprise Container Cloud managers were using those aws credentials provisioned it toe actually create new e c two instances installed Docker engine stalled. Doctor Enterprise. Remember all that stuff on top of those fresh new VM created and managed by Dr Enterprise contain the cloud. Nothing unique about that. AWS deployments do that on open staff doing on Parramatta stuff as well. Um, there's another flavor here, though in a way to do this for all of our long time doctor Enterprise customers that have been running Doctor Enterprise for years and years. Now, if you got existing UCP points existing doctor enterprise deployments, you plug those in to Dr Enterprise Container Cloud, uh, and use darker enterprise between the cloud to manage those pre existing Oh, working clusters. You don't always have to be strapping straight from Dr Enterprises. Plug in external clusters is bad. >>Yep, the the Cube config elements of the UCP environment. The bundling capability actually gives us a very straightforward methodology. And there's instructions on our website for exactly how thio, uh, bring in import and you see p cluster. Um so it it makes very convenient for our existing customers to take advantage of this new release. >>Absolutely cool. More thoughts on this wonders if we jump onto the next video. >>I think we should move press on >>time marches on here. So let's Let's carry on. So just to recap where we are right now, first video, we create a management cluster. That's what we're gonna use to create All our downstream were closed clusters, which is what we did in this video. Let's maybe the simplest architectures, because that's doing everything in one region on AWS pretty common use case because we want to be able to spin up workload clusters across many regions. And so to do that, we're gonna add a third layer in between the management and work cluster layers. That's gonna be our regional cluster managers. So this is gonna be, uh, our regional management cluster that exists per region that we're going to manage those regional managers will be than the ones responsible for spending part clusters across all these different regions. Let's see it in action in our next video. >>Hello. In this demo, we will cover the deployment of additional regional management. Cluster will include a brief architectural overview, how to set up the management environment, prepare for the deployment deployment overview, and then just to prove it, to play a regional child cluster. So looking at the overall architecture, the management cluster provides all the core functionality, including identity management, authentication, inventory and release version. ING Regional Cluster provides the specific architecture provider in this case, AWS on the L C M components on the d you speak cluster for child cluster is the cluster or clusters being deployed and managed? Okay, so why do you need original cluster? Different platform architectures, for example AWS open stack, even bare metal to simplify connectivity across multiple regions handle complexities like VPNs or one way connectivity through firewalls, but also help clarify availability zones. Yeah. Here we have a view of the regional cluster and how it connects to the management cluster on their components, including items like the LCN cluster Manager. We also machine manager. We're hell Mandel are managed as well as the actual provider logic. Okay, we'll begin by logging on Is the default administrative user writer. Okay, once we're in there, we'll have a look at the available clusters making sure we switch to the default project which contains the administration clusters. Here we can see the cars management cluster, which is the master controller. When you see it only has three nodes, three managers, no workers. Okay, if we look at another regional cluster, similar to what we're going to deploy now. Also only has three managers once again, no workers. But as a comparison is a child cluster. This one has three managers, but also has additional workers associate it to the cluster. Yeah, all right, we need to connect. Tell bootstrap note, preferably the same note that used to create the original management plaster. It's just on AWS, but I still want to machine Mhm. All right, A few things we have to do to make sure the environment is ready. First thing we're gonna pseudo into route. I mean, we'll go into our releases folder where we have the car's boot strap on. This was the original bootstrap used to build the original management cluster. We're going to double check to make sure our cube con figures there It's again. The one created after the original customers created just double check. That cute conflict is the correct one. Does point to the management cluster. We're just checking to make sure that we can reach the images that everything's working, condone, load our images waken access to a swell. Yeah, Next, we're gonna edit the machine definitions what we're doing here is ensuring that for this cluster we have the right machine definitions, including items like the am I So that's found under the templates AWS directory. We don't need to edit anything else here, but we could change items like the size of the machines attempts we want to use but the key items to ensure where changed the am I reference for the junta image is the one for the region in this case aws region of re utilizing. This was an open stack deployment. We have to make sure we're pointing in the correct open stack images. Yeah, yeah. Okay. Sit the correct Am I save the file? Yeah. We need to get up credentials again. When we originally created the bootstrap cluster, we got credentials made of the U. S. If we hadn't done this, we would need to go through the u A. W s set up. So we just exporting AWS access key and I d. What's important is Kaz aws enabled equals. True. Now we're sitting the region for the new regional cluster. In this case, it's Frankfurt on exporting our Q conflict that we want to use for the management cluster when we looked at earlier. Yeah, now we're exporting that. Want to call? The cluster region is Frankfurt's Socrates Frankfurt yet trying to use something descriptive? It's easy to identify. Yeah, and then after this, we'll just run the bootstrap script, which will complete the deployment for us. Bootstrap of the regional cluster is quite a bit quicker than the initial management clusters. There are fewer components to be deployed, but to make it watchable, we've spent it up. So we're preparing our bootstrap cluster on the local bootstrap node. Almost ready on. We started preparing the instances at us and waiting for the past, you know, to get started. Please the best your node, onda. We're also starting to build the actual management machines they're now provisioning on. We've reached the point where they're actually starting to deploy Dr Enterprise, he says. Probably the longest face we'll see in a second that all the nodes will go from the player deployed. Prepare, prepare Mhm. We'll see. Their status changes updates. It was the first word ready. Second, just applying second. Grady, both my time away from home control that's become ready. Removing cluster the management cluster from the bootstrap instance into the new cluster running a data for us? Yeah, almost a on. Now we're playing Stockland. Thanks. Whichever is done on Done. Now we'll build a child cluster in the new region very, very quickly. Find the cluster will pick our new credential have shown up. We'll just call it Frankfurt for simplicity. A key on customers to find. That's the machine. That cluster stop with three manages set the correct Am I for the region? Yeah, Same to add workers. There we go. That's the building. Yeah. Total bill of time. Should be about fifteen minutes. Concedes in progress. Can we expect this up a little bit? Check the events. We've created all the dependencies, machine instances, machines. A boat? Yeah. Shortly. We should have a working caster in the Frankfurt region. Now almost a one note is ready from management. Two in progress. On we're done. Trust us up and running. >>Excellent. There we have it. We've got our three layered doctor enterprise container cloud structure in place now with our management cluster in which we scrap everything else. Our regional clusters which manage individual aws regions and child clusters sitting over depends. >>Yeah, you can. You know you can actually see in the hierarchy the advantages that that presents for folks who have multiple locations where they'd like a geographic locations where they'd like to distribute their clusters so that you can access them or readily co resident with your development teams. Um and, uh, one of the other things I think that's really unique about it is that we provide that same operational support system capability throughout. So you've got stack light monitoring the stack light that's monitoring the stack light down to the actual child clusters that they have >>all through that single pane of glass that shows you all your different clusters, whether their workload cluster like what the child clusters or usual clusters from managing different regions. Cool. Alright, well, time marches on your folks. We've only got a few minutes left and I got one more video in our last video for the session. We're gonna walk through standing up a child cluster on bare metal. So so far, everything we've seen so far has been aws focus. Just because it's kind of easy to make that was on AWS. We don't want to leave you with the impression that that's all we do, we're covering AWS bare metal and open step deployments as well documented Craftsman Cloud. Let's see it in action with a bare metal child cluster. >>We are on the home stretch, >>right. >>Hello. This demo will cover the process of defining bare metal hosts and then review the steps of defining and deploying a bare metal based doctor enterprise cluster. Yeah, so why bare metal? Firstly, it eliminates hyper visor overhead with performance boost of up to thirty percent provides direct access to GP use, prioritize for high performance wear clothes like machine learning and AI, and support high performance workouts like network functions, virtualization. It also provides a focus on on Prem workloads, simplifying and ensuring we don't need to create the complexity of adding another hyper visor layer in between. So continuing on the theme Why communities and bare metal again Hyper visor overhead. Well, no virtualization overhead. Direct access to hardware items like F p g A s G p, us. We can be much more specific about resource is required on the nodes. No need to cater for additional overhead. We can handle utilization in the scheduling better Onda. We increase the performance and simplicity of the entire environment as we don't need another virtualization layer. Yeah, In this section will define the BM hosts will create a new project. Will add the bare metal hosts, including the host name. I put my credentials. I pay my address, Mac address on, then provide a machine type label to determine what type of machine it is. Related use. Okay, let's get started Certain Blufgan was the operator thing. We'll go and we'll create a project for our machines to be a member off. Helps with scoping for later on for security. I begin the process of adding machines to that project. Yeah. Yeah. So the first thing we had to be in post many of the machine a name. Anything you want? Yeah, in this case by mental zero one. Provide the IAP My user name. Type my password? Yeah. On the Mac address for the active, my interface with boot interface and then the i p m i P address. Yeah, these machines. We have the time storage worker manager. He's a manager. We're gonna add a number of other machines on will speed this up just so you could see what the process. Looks like in the future, better discovery will be added to the product. Okay, Okay. Getting back there. We haven't Are Six machines have been added. Are busy being inspected, being added to the system. Let's have a look at the details of a single note. Mhm. We can see information on the set up of the node. Its capabilities? Yeah. As well as the inventory information about that particular machine. Okay, it's going to create the cluster. Mhm. Okay, so we're going to deploy a bare metal child cluster. The process we're going to go through is pretty much the same as any other child cluster. So credit custom. We'll give it a name. Thank you. But he thought were selecting bare metal on the region. We're going to select the version we want to apply on. We're going to add this search keys. If we hope we're going to give the load. Balancer host I p that we'd like to use out of the dress range update the address range that we want to use for the cluster. Check that the sea idea blocks for the communities and tunnels are what we want them to be. Enable disabled stack light and said the stack light settings to find the cluster. And then, as for any other machine, we need to add machines to the cluster. Here we're focused on building communities clusters. So we're gonna put the count of machines. You want managers? We're gonna pick the label type manager on create three machines. Is a manager for the Cuban a disgusting? Yeah, they were having workers to the same. It's a process. Just making sure that the worker label host like you are so yes, on Duin wait for the machines to deploy. Let's go through the process of putting the operating system on the notes, validating that operating system. Deploying Docker enterprise on making sure that the cluster is up and running ready to go. Okay, let's review the bold events. We can see the machine info now populated with more information about the specifics of things like storage. Yeah, of course. Details of a cluster, etcetera. Yeah, Yeah. Okay. Well, now watch the machines go through the various stages from prepared to deploy on what's the cluster build, and that brings us to the end of this particular do my as you can see the process is identical to that of building a normal child cluster we got our complaint is complete. >>Here we have a child cluster on bare metal for folks that wanted to play the stuff on Prem. >>It's ah been an interesting journey taken from the mothership as we started out building ah management cluster and then populating it with a child cluster and then finally creating a regional cluster to spread the geographically the management of our clusters and finally to provide a platform for supporting, you know, ai needs and and big Data needs, uh, you know, thank goodness we're now able to put things like Hadoop on, uh, bare metal thio in containers were pretty exciting. >>Yeah, absolutely. So with this Doctor Enterprise container cloud platform. Hopefully this commoditized scooping clusters, doctor enterprise clusters that could be spun up and use quickly taking provisioning times. You know, from however many months to get new clusters spun up for our teams. Two minutes, right. We saw those clusters gets better. Just a couple of minutes. Excellent. All right, well, thank you, everyone, for joining us for our demo session for Dr Enterprise Container Cloud. Of course, there's many many more things to discuss about this and all of Miranda's products. If you'd like to learn more, if you'd like to get your hands dirty with all of this content, police see us a training don Miranda's dot com, where we can offer you workshops and a number of different formats on our entire line of products and hands on interactive fashion. Thanks, everyone. Enjoy the rest of the launchpad of that >>thank you all enjoy.

>> Announcer: From theCUBE studios (upbeat music) in Palo Alto and Boston, connecting with thought leaders all around the world, this is a CUBE Conversation. >> Everyone, welcome to this CUBE Conversation. I'm John Furrier, host of theCUBE here in Palo Alto, California during the COVID-19 current situation. We're here with a skeleton crew, getting the content out there. Wanted to bring a special remote interview to you with two great remote guests, talking about how the digital events, and how the digital interactions are evolving, and how our community's reacting. Got two great guests, John Kreisa, a senior vice president of marketing at Docker, and Jenny Burcio, who's the advocate, community and DockerCon content lead at Docker. Jenny and John, thanks for joining me today. >> Great to be here, thank you. >> Thanks, John. >> So you guys, Docker has been one of the most popular container platforms from the beginning of this cloud native movement. You have over millions and millions of developers out there. DockerCon is going virtual. It's an event that you guys had physically over the years, now it's going to go virtual, but this is not new to the developer world. I want to get into that in the conversation, but first I want to give you guys a chance to take a minute and explain, John Kreisa, if you take a minute to explain the new Docker because there were some changes over the past year. Take a quick minute to explain that. >> Sure thanks John, and hello everybody. So, we went through a change in November of last year to refocus Docker on, I'll say, what was the roots and the foundations of the company, around developers and developer teams. And so, at that time we took the action to split off the enterprise-focused component of the business, sold it to a company called Mirantis. Since that time, we've been working very diligently around refocusing Docker on developer tooling, developer chains, and really developer productivity, individuals and teams, and that's something that has really revitalized our community, I'll say. The community's been strong and has come with us, and I think is reacting very, very positively to this change. So that's something that we've been going on, we're about five months into that change, and that's been positive so far. >> So it's a startup, kind of a reset, kind of a start up again, get the startup roots, but with a huge community, millions of developers. >> Massive community, that's right. Millions of developers, more than two million Docker desktop downloads installed on developer machines. Huge community around Docker Hub, using that as their essential collaboration point for developers for developing applications as they move those applications to the web, and to the cloud infrastructure. So, really just a tremendous community. It is a refocused company, but one that really is starting with a phenomenal foundation, as you mentioned, in terms of the community that we have with us. >> And it's a second chance to ride the big wave. Certainly the waves are bigger now. I don't want to make this a real commercial about Docker, or DockerCon. We're going to do a special video promo reel on that event, which we're kind of co-producing with you guys on a new collaboration. So look for, the folks watching, look for a nice promo intro video on what's going to happen at DockerCon, which will be a whole nother track. The reason why I wanted to bring you guys here, is this highlights to me the core impact of part of this crisis and current situation around Coronavirus, COVID-19, people are working at home more, so the mainstream world is seeing what it's like to work at home. People are understanding some of the pressures and the dynamics around how people communicate and work. And we, Jenny, were talking about this from a community standpoint. Open source community, they've been working at home (laughs) for a long time. It's been one of the most biggest success stories that hasn't been written is the success of how software developers have been productive in working in these groups on big projects with people from around the world. This isn't new. I'd love to get your perspective on how, what's your reaction to everyone else's reaction of the whole work-at-home digital world? >> Yeah, so, I mean, if you look at what open source, and what engineers have done, generally. You know, innovation doesn't happen within an office from nine to five, in whatever time zone you're in. And so, there's been, with Docker, GitHub, Zoom, a number of tools in place, and not just the ones I named, that really allow anyone, anywhere in the world, to contribute their ideas, and respond real time. We're not going through a huge change, even within Docker or in tech, of having to work from home. Maybe kids in the calls is a little bit different, but for many of us, we're lucky to continue marching on during this time. >> What do you guys see as best practices of the work-at-home crisis, or some of the collaboration techniques? I mean, everyone knows the online troll. I mean, trolls just get booted out, or moderated out of groups. Is there a certain best practice that you could share with folks that aren't, that are learning this for the first time? >> Sure, so, highly recommend having a code of conduct, and living by that code of conduct. So making it very visible to whomever you're working with, both internally at the company, and in open source, externally to anyone wanting to contribute to a project. Giving grace in this time. As we all know there's stress much beyond what's happening in our day-to-day work for all the community right now. And writing things as much as possible. And I think, particularly as in the last couple of weeks, there's been a real need to keep the written record of decisions and conversations, and make it out there and open so anyone can kind of participate. And even to that end, Docker announced a public roadmap earlier this month. So now our entire community can jump on and vote for what they want to see, or provide input and ideas on what we would do next. >> John, I want to ask you around DockerCon coming up, as you guys look to this being a first virtual event, digital event we call it. It's more digital than virtual, but I guess people use the word virtual more now, but it's really digital. Content value has always been king on physical events, but as you move over to virtual events, you just can't make the same people make the same decisions around a breakout room, or what assignment on the calendar and just ship it over to digital is a whole nother roles. New rules, new roles, new dynamics. What's your view on this as a marketer, because you've been on both sides, successful on both sides of the table there? >> Yeah, it is a, in a way, whole new world. I've participated in virtual events in the past, but I think this, the kind of scenario that we're in, puts a whole new impetus on making sure that these events, as much as you can, emulate the in-person experience. I think it's important that the experience you provide to your audience allows them to interact in a number of different ways, above and beyond just simply watching and consuming content, but really allows them to interact with each other that makes it so they can interact with speakers, and other users, and the kinds of people that they want to have. One of the things that we're thinking about, for example, for DockerCon coming up is, how do we emulate that hallway experience, right? The you're walking down the hall, you see somebody, you've been wanting to talk to them, and you have a quick five, or 10, or 20-minute conversation that allows you to have a really good, rich exchange. And that's something that we're working hard, Jenny's working hard on, and that the team's really working hard to provide. So, you know, in this new world, it's how do we bring some of those things that make a great in-person event to the virtual world? And you know, there's fortunately a lot of great tools out there now that do make that possible, you just have to bring them together in the right way. >> Yeah, I know that's something that we've been working on together with you guys, and you know, everyone knows my rant. I think that the format's going to be multiple different types of formats. Chats are different. We were chatting around the different, you know, there's a streamed chat, like on YouTube and Twitch, versus threaded like Reddit. And the hallway grabs, those hallway tracks, it's all about the content of the people, and I want to get your thoughts on, as you guys look to take this asynchronous approach, try to make it synchronous with DockerCon, has it changed some of your thinking around call for papers? I mean, call for papers is almost like an editorial call for a blog post now. So is it changing how you guys are thinking? Is there any insight that you could share as you guys are preparing? Also, you still got to get sponsors. You still got to get some funding. Maybe not huge amounts 'cause the physical space, venue's not there, it's digital now. So, can you guys just share your thinking, your reaction, and any insights you can glean from those two dynamics, the format, the call for papers, and the sponsors, and things of that nature that were proven methods the old way? I mean, just like, call the papers, line up the schedule, there it is, and everyone shows up, but not anymore. What's different? >> So with virtual we really have the opportunity to take the serendipity out of the conversations and the learning that happens at an in-person event. We ran a traditional call for papers. It closed on Friday, we got a number of responses and great, great content that came in. But we're not going to set a speaker up to deliver that live in a session at DockerCon. We're going to pre-record their talks, and have the speaker there live to actually chat with anyone in the audience. So, answer questions, so you'll have, actually, a much greater opportunity to talk to that expert via this virtual event than you would in person, listening to that person speak. I think it really helps first time speakers, and speakers who aren't as confident to get up in a huge room, to have the opportunity to pre-record their talk. So it adds to kind of the diversity and inclusion of the event to bring on some new speakers, for sure. And from a location standpoint, right, now you don't have to give up a whole week to show up somewhere. You can spend that time working on your talk, or whatever else, to kind of share your knowledge. And then the conversation doesn't have to end there. You really, everyone has a way to connect with each other after the fact, which as event marketers, you're always looking for what is that way that you continue the wonderful connections and learning that happens at a live event, beyond. And by having it all happen virtually, you're setting yourself up for success in that area. >> It actually makes it more interesting, because you think about it, you give your talk, and you're there after either giving people high fives, or signing autographs, or getting tomatoes thrown at you. So it's there, right? I mean, it is what's the product, it's the content product. You can engage with the audience after to take that followup, that side bar, maybe the conversations. How about, John, sponsors? I mean, obviously, we have to include sponsors into these events. You know, I've seen some software out there that's pretty old school. It's like, "Oh, here's the digital rendering of our booth." I mean, I personally think that's horrible. I think that's the wrong direction, but the content value of a booth is an event within the event. So there is a way to weave this in. What's your vision of that? How do you see the inclusion of a sponsor, and how is it more intimate and more authentic for them? >> Yeah, I think there's multiple aspects in terms of benefits for a sponsor that we are thinking about. Certainly, as you said, you don't really get that walk into the booth kind of experience, but given that it's all digital, you actually have a much more scalable way to enable sponsors to interact. Firstly, just with how we're promoting the event going into it, and the fact that as they create an asset, it can live in perpetuity, that we can continue to push out there to viewers. And we know that people can come and look at that content afterwards, and that gives yet another opportunity for those sponsors to interact with the people who are consuming it. So everybody has to really think a little bit differently. Both the sponsors of these events, and the hosts, as Docker is doing now, to how and what kinds of interactions. So we're thinking, how do we allow them to capture an interaction? What kinds of calls to action can they include within their digital content? And so everybody's got to think a little bit more digitally and more forward than just, "Hey, let me have people walk "into my booth and pick up some swag." >> You know, it's interesting, we have this conversation that's like an angle on theCUBE all the time, if you think about the end user, the consumer of the content, if you work on the strive for the content value, everybody wins. So, it's like an upstream project in open source. If done well, everyone can reap the benefits. If the shared mission is audience satisfaction around the content, that's contextually relevant to the people at any given time, which is what digital is beautiful for, and you can really create an environment for great activation, and full-on demand, consumer experience advantage, either learning or engaging, or whatever. If you do that, if everyone shares in that mission, that's a success formula. Whether you're a sponsor, or an attendee, or a producer. Do you agree with that? >> And John, we were saying earlier today, this format makes content even more of the king, right? The way that you're going to get attention is by delivering value through that content, and you will probably have a better result of someone stopping by to learn what your offering is, or what knowledge you're bringing to the table, versus what that piece of swag was that they're getting scanned for. >> And there's a role for everybody. I remember when, back in the glory days when I used to develop code, I used to go show my peers my software, they're like, "Yeah, John, that code's just not good." "Well, no, no." But there's a role for me. I wasn't the best coder, but if you have good code, you rise right to the top of the pecking order and people recognize your software in open source, and content's kind of the same way. Everyone can produce content, and some will be better than others, but it doesn't mean that it's just about the content produced, or the curation, there's other roles. Do you guys see some parallels between content development in this kind of way, in a similar fashion as, say, software? I'm just making that metaphor up, it's just riffing out loud. It's a similar construct. Good software wins the day. Good community makes it all work. >> Sure, if your end goal is to educate others and share something that is of value, then it's going to be picked up. And of course creating content takes practice, just like becoming an excellent coder. And so, the stakes aren't as high in a virtual event, especially with pre-recording and some of the other things that you're doing. You know, blog about it. Do a video, do a session, right? Take that content, deliver it different ways, and practice. Particular to DockerCon, both at our live events, and what we will do moving forward, we have an extensive support system for all of our speakers. We assign a number of people internally to review outline, review talk tracks, review slides, and run through actual practices, so that our speakers are very attuned to what our audience is going to be expecting, and feel very comfortable delivering their session, because their success is our success, and ultimately, we're looking for delivering that value to Docker's builders. >> I love the format you mentioned earlier, pre-record, but also there's a new format emerging that's very popular in the Twitch world which is streaming your video game. I still predict that people will be streaming their coding sessions, but you guys have a Docker captain in Brett, who has his own streaming rig and he does the Docker birthday party, recently. I think that's going to be a future format, streaming to an end point, not just for gaming, but for just life, life casting as some people call it. But that's a good format. It fits perfectly into these digital events to host and emcee these sessions. So you can do the record on-demand, record in advance, but there's also a role for streaming, doing the demos, doing the tech talks. >> I mean, think about your audience. They need something both in the moment, and after the fact. And sessions are something that you can watch now, or later, but running through an event with our captain, like Brett Fisher, you want to be there to see what's going on. We did a birthday live stream on Thursday, to celebrate Docker's seventh birthday, and it was amazing because we had so many members of our community come on. They can't go to meet-ups anymore with everything that's happening, but we found a way to all connect, all chat, have a great time, and have this group experience, both fun and learning. And I think we will continue to see that, not just in the conference form, but increasingly now with COVID, people can't get together. People are Zooming with their high school friends to make up for time lost. So I think beyond our industry, the world is going to get very used to connecting virtually. >> I'm going to have a Zoom session tonight, seven o'clock on my Facebook page. It's going to be interesting to see all my high school friends come out, and who knows those words, but there's kind of no moderator button on Facebook. I got to figure out, make sure they're all there. Final question on this whole event thing, and then we can get to this last section around DockerCon. John and Jenny, we both have friends that are in digital, have done events. I'm hearing a lot of pressure is on these digital teams, because the physical events have proven a lot of great business value. Most companies know the economic value of physical event. Again, it's been standardized over decades, but now all of the sudden these new teams, digital teams, are being asked to provide the same business value that these physical events have provided, and these teams aren't equipped for it. So I'm getting a lot of phone calls, and a lot of outreach to theCUBE saying, "We need help." That's the event digital team, and the demand generation marketing teams. They're under a lot of pressure. Are you guys seeing the same thing, and if you are, what advice would you give the people out there, because they're under a massive amount of pressure to deliver? >> Yeah, it's a new world in that regard. And yeah, there are a few platforms out there, but in terms of something for demand marketers that emulates that live event, there's really not. I mean, as you know, we're innovating in multiple ways with you to bring a different kind of experience, but we're also having to think about how do we convert that into some kind of economic value? I mean, for example, DockerCon is a free event this year. A lot of the costs are lower, but it's a free event. That sort of changes that aspect of it. But the other part is, how do we make sure that we connect with that audience, so that we have an ongoing relationship? The way we're looking at it, and I think one recommendation for other companies, is it is a component in a series of engagements. It's a very big one, one that we're investing quite a bit in, in terms of resources, but it's really just a series of, one component of a series of engagements that we have digitally. And there's lot of other ways that you can do it, and fortunately, like Jenny has online meetups, or already has virtual meetups as a component of our virtual experience. This is one that we're sliding in with that, and based on how we're expecting it to go, we'll continue to invest in it in the future. >> Jenny, 365 days in the year, that's digital, it's aways on, right? It's like you got to think holistically, not just have an event, stand it up, tear it down, move to the next one. You activate and you got to keep it always on, you have to keep a pulse. Keep the community rolling. >> Yes, and whether it was a physical event, or a virtual event, that's your goal anyways, is to continue that momentum and keep the community going. We are innovating on that with you for DockerCon, but we're also very much listening to our community, and what their needs are, and trying to figure out how to support their connections with their local community. Docker has a pretty extensive meetup network all around the world, and the rise of virtual really allows us to take the physical limitations of local meetups out, and if they want to run virtual events, then great, how can we support them as well? >> That's awesome. And you know our mission from this area for the folks watching, is to create the best experience possible for audiences, and that means putting the right content in front of them that matters, or having them choose their own content, meet the right people, find if their friends are there, make it a great engaging experience. Because if that happens, everybody wins. So, we're looking forward to DockerCon. If you guys could just give a highlight, quick teaser. John, give a quick teaser on DockerCon, and then Jenny, give the community update of what do you guys expect to have happen? What are you hoping for? What are you nervous about? What's the excitement? What's going on? John, we'll start with you. >> Yeah, thanks John. So just a brief on DockerCon. It's May 28th, of this year. It is a free event that is going to run for, I think it's eight hours during the day. There's multimodal, kind of consumption models. So we're thinking in terms of different channels that people can come and consume. We talked a little bit about the live channel with our captains. There's a live channel with theCUBE, with you guys. There's also the pre-recorded track content. So, there's a way for people to come and interact, come and participate in the chats, and consume content that should be highly educational and focused, and we hope that it'll be a great experience. We're really focused on the content, making sure that it's a great experience for our users and our audience. >> Jenny, how about the community? What's your take, and what's your goal and aspirations? What are you hoping for? >> Hoping for the community to be able to connect, both with the speakers, experts, captains, get their questions answered, have conversations with people on stage, if you will, but also with each other. And just kind of strengthen the bonds of the community, and getting everybody to a better place with developing with Docker and DevOps, and kind of create those pathways beyond May 28th. >> Yeah, it's a DevOps world. We're going to do our best. Hope we put a kick ass program together. It's going to be fun, (laughs) and we hope we have good bandwidth. John went out a couple times there, one time, but we're going to have some good time, and hopefully learn a lot and iterate, and just raise the bar on it and just get it going. So really appreciate collaborating with you guys, and really thank you for your insight on this real, I think, a clear vision on how digital's going to shape how people engage and how events will go, even when they come back. I think this point in time, this current situation's going to emphasize the role of digital isn't just about marketing to people and getting them to come to an event. I think it's going to be a real productive network effect, where there's value created. And I think the silver lining in all this is, this is going to be now the new path for us. So thank you for sharing your cutting edge insights. I appreciate your time, thank you. >> Thanks so much for having us. >> Thank you, John. >> Okay, this is a CUBE Conversation. I'm John Furrier here in the CUBE studios in Palo Alto, with the remote interviews during this time of crisis, of COVID-19 current situation. I'm John Furrier, theCUBE, thanks for watching. (upbeat music)

>>live from Stanford University. It's the queue covering Stanford women in data science 2020. Brought to you by Silicon Angle Media. Yeah. >>Hi. And welcome to the Cube. I'm your host Sonia Category. And we're live at Stanford University for the fifth annual Woods Women in Data Science Conference. Joining us today is none. Ho, the director of data Science at Intuit None. Welcome to the Cube. >>Thank you for having me here, so yeah, >>so tell us a little bit about your role at Intuit. So I leave the >>applied Machine Learning teams for our QuickBooks product lines and also for our customer success organization within my team. We do applied machine learning. So what? We specialize in building machine learning products and delivering them into our products for >>our users. Great. Today. Today you're giving a talk. You talked about how organizations want to achieve greater flexibility, speed and cost efficiencies on. And you're giving it a technical vision. Talk today about data science in the cloud world. So what should data scientists know about data science in a cloud world? >>Well, I'll just give you a little bit of a preview into my talk later because I don't want to spoil anything. Yeah, but I think one of the most important things being a data scientist in a cloud world is that you have to fundamentally change the way you work a lot of a start on our laptops or a server and do our work. But when you move to the cloud, it's like all bets are off. All the limiters are off. And so how do you fully take advantage of that? How do you change your workflow? What are some of the things that are available to you that you may not know about? And in addition to that, some some things that you have to rewire in your brain to operate in this new environment. And I'm going to share some experiences that I learned firsthand and also from my team in into its cloud migration over the past six years. >>That's great. Excited to hear that on DSO you were getting into it into it has sponsored Woods for many years now. Last year we spoke with could be the San Juan from Intuit. So tell us about this Intuit's sponsorship. Yeah, >>so into it. We are a champion of gender diversity and also all sorts of diversity. And when we first learned about which we said, We need to be a champion of the women in data science conference because for me personally, often times when I'm in a room, um, going over technical details I'm often the only woman and not just I'm often the only woman executive and so part of the sponsorship is to create this community of women, very technical women in this field, to share our work together to build this community and also to show the great diversity of work that's going on across the field of data science. >>And so Intuit has always been really great for embracing diversity. Tell us a little bit about about bad experience, about being part of Intuit and also about the tech women part. Yeah, >>so one of the things that into it that I really appreciate is we have employees groups around specific interests, and one of those employees groups is tech women at Intuit and Tech women at Intuit. The goal is to create a community of women who can provide coaching, mentorship, technical development, leadership development and I think one of the unique things about it is that it's not just focused on the technical development side, but on helping women develop into leadership positions. For me, When I first started out, there were very few women in executive positions in our field and data science is a brand new field, and so it takes time to get there. Now that I'm on the other side, one of the things that I want to do is be able to give back and coach the next generation. And so the tech women at Intuit Group allows me to do that through a very strong mentorship program that matches me and early career mentees across multiple different fields so that I can provide that coaching in that leadership development >>and speaking about like diversity. In the opening address, we heard that diversity creates perspectives, and it also takes away bias. So why gender diversity is so important into it, and how does it help take away that bias? Yeah, >>so one of the important things that I think a lot of people don't realize is when you go and you build your products, you bring in a lot of biases and how you build the product and ultimately the people who use your products are the general population for us. We serve consumer, small businesses and self employed. And if you take a look at the diversity of our customers, it mirrors the general population. And so when you think about building products, you need to bring in those diverse perspectives so you could build the best products possible because of people who are using those products come from a diverse background as well, >>right? And so now at Intuit like instead of going from a desktop based application, we're at a cloud based application, which is a big part of your talk. How do you use data Teoh for a B testing and why is it important? >>Yeah, a B testing That is a personal passion of mine, actually, because as a scientist, what we like to do is run a lot of experiments and say, Okay, what is the best thing out there so that ultimately, when you ship a new product or feature, you send the best thing possible that's verified by data, and you know exactly how users are going to react to it. When we were on desktop, they made it incredibly difficult because those were back in the days. And I don't know if you remember those put back in the days when you had a floppy disk, right or even a CD ROM's. That's how we shipped our products. And so all the changes that you wanted to make had to be contained. In the end, you really only ship it once per year. So if there's any type of testing that we did, we're bringing our users and have them use our products a little bit and then say Okay, we know exactly what we need to dio ship that out. So you only get one chance now that we're in the cloud. What that allows us to do is to test continuously via a B, testing every new feature that comes out. We have a champion Challenger model, and we can say Okay, the new version that we're shipping out is this much better than the previous one. We know it performs in this way, and then we got to make the decision. Is this the best thing to do for a customer? And so you turn what was once a one time process, a one time change management process. So one that's distributed throughout the entire year and at any one time we're running hundreds of tests to make sure that we're shipping exactly the best things for our customers. >>That's awesome. Um, so, um, what advice would you give to the next generation of women who are interested in stem but maybe feel like, Oh, I might be the only woman. I don't know if I should do this. Yeah, I think that the biggest >>thing for me was finding men's ownership, and initially, when I was very early career and even when I was doing my graduate studies for me, a mentor with someone who was in my field. But when I first joined into it, an executive in another group who is a female, said, Hey, I'd like to take your side, provide you some feedback, and this is some coaching I want to give you, And that was when I realized you don't actually need to have that person be in your field to actually guide you through to the next up. And so, for women who are going through their journey and early on, I recommend finding a mentor who is at a stage where you want to go, regardless of which field there in, because everybody has diverse perspectives and things that they can teach you as you go along. >>And how do you think Woods is helping women feel like they can do data science and be a part of the community? Yeah, I think >>what you'll see in the program today is a huge diversity of our speakers, our Panelists through all different stages of their career and all different fields. And so what we get to see is not only the time baseline of women who are in their PhDs all the way to very, very well established women. The provost of Stanford University was here today, which is amazing to see someone at the very top of the career who's been around the block. But the other thing is also the diversity and fields. When you think about data science, a lot of us think about just the tech industry. But you see it in healthcare. You see it in academia and there's a scene that wide diversity of where data science and where women who are practicing data science come from. I think it's really empowering because you can see yourself in the representation does matter quite a bit. >>Absolutely. And where do you see data science going forward? >>Oh, that is a, uh, tough and interesting question, actually. And I think that in the current environment today, we could talk about where it could go wrong or where it could actually open the doors. And for me, I'm an eternal optimist on one of the things that I think is really, really exciting for the future is we're getting to a stage where we're building models, not just for the general population. We have enough data and we have enough compute where we can build a model. Taylor just for you, for all of your life's on for me. I think that that is really, really powerful because we can build exactly the right solution to help our customers and our users succeed. Specifically, me working in the personal friend, Small business finance lease. That means I can hope that cupcake shop owner actually manage her cash flow and help her succeed to me that I think that's really powerful. And that's where data science is headed. >>None. Thank you so much for being on the Cube and thank you for your insight. Thank you so much. I'm so sorry. Thanks for watching the Cube. Stay tuned for more. Yeah, Yeah, yeah, yeah, yeah, yeah.

>>from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Hey, welcome back to the Cubes. Live coverage in Las Vegas for eight of his re invent 2019 R Seventh year out of the eight years I've had it, we've seen the rise and dominance of Amazon continued to thunder away at the competition span. Their lead printing money stew minimum in my coz right here next to me. I'm John, very extracting from noise. Our next guest, steam A lady who's the presidency of Aviatrix Cube alone was on Tuesdays part of our editorial segment. Who his company or one of his employees going to term. You take the tea at a cloud native cloud naive, which has been going viral. Welcome back to the Cube. Thank you. All right, so let's get into the aviatrix value. Probably wanna get digging more, but first explain what you guys do and what market you're targeting. >>So we do. I would say cloud native, not naive. Cloud native networking that embraces and extends the basic constructs the native constructs of the public clouds, not just a W s, but all the public clouds and builds a multi cloud architecture, networking in security architecture for enterprise customers that that delivers the simplicity and the automation that people want from cloud. That's why they want a cloud native but yet brings along the functionality, the performance and the visibility and control that they had on on Prem. So that kind of taste great less filling, not one of the other. Both. I want the simplicity and automation of anything that expect from the cloud. But I need that enterprise functionality that control the security, the performance that he used to have on Prem because I wasn't doing that for my own health. I need to bring that along. That's what we do. >>What main problem you solving for customers? What's the big pain point? So what are you enabling? >>The big pain point is the center of gravity, as Andy Joshi's talked is moving from on Prem into the cloud. So it's so it's no longer. I mean, data centers aren't going away. They're going to still be there. But the investment architecture is in the cloud and you're going to see the clouds start moving out with their their announcements. You see everything that outposts and on everything else they're doing is taking the architecture moving out. The problem we solve is A W S says to every enterprise customer. We will give you anything and everything you ever need from networking and security. You don't need anybody else. And so so what ends up happening is as enterprises. So for an SNB, that's great. If you've got a few, VP sees life is good. Use all the native stuff from AWS. What happens, though, is your Qualcomm or your USA or your new name it big 50 year old 100 year old enterprise. You have complex networking and security demands. You go to the cloud. There's so many limitations of what the native constructs of all the clouds could do. You start realizing, okay, I need Maur. And so we're very complimentary to AWS. We sit on top of that. We leverage those basic constructs. We program those contracts and then we extend that functionality to deliver the functionality that they need. >>That's awesome, stupid when I want to dig into that, but I want to first get to the hard news you guys have news here at reinvent? What's the big news story that you guys were putting out there? Two >>announcements and actually goes perfectly with the way the world's going and also with the embrace and extend of a W s. So the first is we introduced what we call aviatrix Cloud win. So they announced Transit Gateway Network manager with accelerated VPN leveraging global accelerator as just a way to bring in basically embraced branch offices into the cloud. So if you think of SD win in that market, if your if your center of gravity is on Prem in a data center on pls is horrible, you needed a better way to do branch office connectivity. SC wait is fantastic, and it's a great, optimal way to get back to that data center. Well, as the center of gravity moves into the cloud, their data centers in the cloud. I just need to get better optimal access performance in late and see into a W s because that's the center of gravity. So AWS with the global accelerator allows youto get on one of their 250 pops around the world as quickly as possible. So if you're in Singapore, get on that pop VPN in, and then you go across the global backbone of AWS all the way out to that BBC in Virginia. It's beautiful, because guess what? That is the most optimal way to get there instead of vpc to vpc across the Internet right on the AWS backbone. Well, Steve, it's fascinating stuff because if you look at the traditional network, it was I knew the knobs and how I need to get everything to work. But the big challenge for most network people is most of the network that they're responsible for. They can't touch it. That's right. They can adjust it. So are we recreating some of the environment? Or how? Because clubs supposed to be simple? Well, that's easy, but it needs to meet the enterprise requirements. Help that network administrator there there, sometimes going away to the cloud administrator. You still networkings tough and therefore, how do we make that? That's part of what we do is that's the other thing that we solve is people think they go to the cloud and they think, Oh, go build. I don't want to build anything. I want to consume. It's still difficult. We come in and abstract away a lot of the details for them such that we deliver that service on the cloud win. The other thing that we do again, back to embracing and extending. What do you What? What router is out in that branch office 87% of the time. Sisko, right? I mean, course it is. So the S D wearing guys will go in and say, We'll rip that box out and put in another little box like a 20,000 branches. I'm not ripping out anything, right? That's very painful. So with our cloud win, we can orchestrate and reconfigure the Sisko. All of our engineers came from Cisco. So any Cisco IOS router out there, we can orchestrate and reconfigure to set up the VPN automatically through our orchestrator so that when you don't rip and replace out that Roger that's existing there. So now AWS loves it because that's the last piece of friction. They want no friction, and it's always in that physical to cloud transition There. All the complexity is, and by enabling their network manager and an accelerated VPN and global accelerated to use the existing Cisco. Roger, that's out there. No one else does that Cisco doesn't do that. We're the only ones. So when you embrace a native construct, what's the native construct in the branch office? B, G P. And Cisco IOS. We embrace it and then and then enhance it and make it better. >>Are you only on Cisco about June 1st? >>Wait. Now it's just go. Francisco's 87% >>of every bridge your software abstraction software across. And you you basically change the game with SD. Win a little bit, you modernize >>It s t win is great for the old way of doing networking. When you look for the next five years, you're still gonna need SD went. It's a bubble market. It's like when optimization us riverbed. If when optimization is a great market, it was for a while, just like SC win. But that's kind of the old way. But Maur Maura, what you're gonna find is what Where my branches need to connect to is in the cloud. And if you do that, you don't need esti win. You just need better connectivity. Tate of us provide. >>I gotta ask you the question about the cloud naive because there's a lot of old school I t people who still think there's food in the data center. Still, action there on box makers are all in the vendor side supplying boxes. They're still want to supply boxes, right? So as those old guys and gals do their thing, they're stuck in their ways, right? That's friction. Total gas. He talks about the transformation as new leadership. What has to change in that old world? What should those C I ose and CEOs tell their their staff? And what should the staff do themselves? >>I actually think the customers air there. I think the vendors are that the vendors are the one that aren't They're the ones who are cloud naive. They actually don't even know what they don't know. The customers are the ones they say, Oh, no, And this is the whole shift that Josh was talking about business transformation. They understand. And they are bringing along all their people and they have some people that are probably further along and experts in AWS. But they absolutely number one requirement for them is we've got to bring along the people they don't want to leave them behind and say, You get to work on the old data center and these guys are gonna work in Cloud. They're bringing them all in. >>Talk about your customers who's buying from you? What's it look like? What kind of scope do you have? A customer base? >>It's funny. It's It's It's all the old networking guys. It is not. It's not developers signing that. It's it's It's old. I t. Now they don't want to do it the old way. They want to do it the new cloud way. But these guys understand BDP. They understand networking, and they're in charge now. And so it's like because it's gotten so serious for enterprises. This the networking team, the security team it is. It is I t that is running this, so that's a big company. Small companies, we get him. All right, Steve, I want to make sure I understand this because when I hear cod Native, I really think a lot about that application. Mind shift. Yeah, Micro Service is our protector, and that's on it for sure. Networking. Unfortunately, for the most part, it's nothing. Bites are going through the pipes, and I haven't really thought about that. So you know, it's not just because it's cloud but cloud native and therefore things like your container and doctors Dr. Rise thing. This is what this world is built for that your solution is solving for yes. So I'll give you a perfect example. So So we help. We actually helped a dhobi us come out with T g. W. Last year, Cheri, I found, was on stage with Day Brown and the networking keynote launching T g w whenever Great. Of course, before that, you were just doing bpc the vpc peering It was a horrible mess. So you need a transit architecture. So they came out with T g w Fantastic. So we embrace and extend T g w. So the problem is, they come out with T g. W. But guess what a Doris doesn't do. Don't propagate routes to spoke VP sees. Okay, so how did the routes get propagated? Well, you have a person. They need manual. If there's an update on the on from you manually update the routes. Well, that might work. If you've got three. VP sees again. You're an SNB. But I'm an enterprise. I got 3000 vpc That is not gonna work. So cloud native we are We are not just sitting on top of AWS. We are in the matrix we are in. We understand natively. So our central control, it will actually like we're not. There's no b g p running at that layer, but our central control it will push routes an update, routing tables everywhere. It needs to be learned. The routes from Amman Prem push it where it needs to be, and then everything automatically works. Yeah, it reminds me, you know, we had more than a decade ago. We went from all the north south traffic to the East west, propagated by VM. Yes, is an order of magnitude 8 12 and know that this cloud environment people can't do it. There's not enough people. I don't have enough man hours because the machine learning So here's devices need to be here. Another thing that's happened in guys is there is there is 100% of people in there in the universe that that that no cloud, that number's growing, but there's a fixed set. Everybody's going after all those people. You've got the big clock. They're all hiring like crazy. The vendors are probably hiring. You've got customers they're stealing from each other. It's very difficult to keep a staff. And so they look and they say I probably could figure this out, but there's no way I'm going to be able to operationalize it. There's just zero chance I could do that And there's just so much change. And honestly, they say it's a full time job just keeping up with what Amazon is announcing their get implementing. And so that's where they look and they come to Austin. They say there's zero chance that I can deploy networking architecturally without aviatrix >>on the network and guys because you and I always say the neighboring guys have the keys to the kingdom. They always have. I mean, people have tried to move the center of power away from the networking guys, But now, as the cloud gets the center of gravity, some of the power networking guys got to step up their game. But they don't want to rip and replace anything is as you went out earlier. It's complex, even pull one or two out. So the concern that I might have put the question to you is Steve. Great, great energy. But I'm really nervous that these routes are not gonna be. There's gonna be some coherency issues around updating routes because that's my number one concern. How do you guys solve that? >>Well, the one thing I've always seen, who's the worst? When? When? When most things happen, Who's the culprit? Human, right? It's always a human. Does something wrong. And so I would much rather trust some sort of automated software because at least if you program it correctly, it's going to do the right thing so way have not had. I mean, it's so >>you know what I'm sure is no issue there. >>Yeah, no, there's no issue, I mean, and what we do see, sometimes our people say, because there's a lot of people that are that are very smart, they get into the cloud and they are do it yourselfers and they love to go build, and they love the complexity, and they want all that they feel they feel like this job security and what we sometimes have to do is say you. But think about day to think about handing off the operations. You might get hit by a bus, and then your company is screwed, and you gotta almost get them enlightened to realize that they should be working on higher level things other than low level things. I'd say that's something that we kind of educate. People, >>houses Amazon there, one cloud of many 34 maybe one or two jazz. He said to me. You know, mostly primaries will be picked, probably Amazon. But in some cases, as you will be a primary less than that eight arrests. So multi cloud is the word that it was Something about an Amazon sees me loosening up a bit what it is, so they recognize it. What is multi cloud? I mean, what is really going on? I think >>I think if you're a small company, absolutely pick one cloud like for sure, right, like that doesn't make sense to go multiple clouds in your small medium business. If you're not that, if your needs are not that complex, pick one cloud right? And if it's a Toby asses the later stay with them. If it just happens to be, well, I got a bunch of credits and azure. Okay, maybe do them. I think. To date most people are picking eight of us There, there, there, there, The killer here. But when you talk to the enterprise, the real enterprise right that are just now moving into the cloud, they're all multi cloud Just had one today. Super large chip company down L a San Diego area. Guess what. Use it. All three clouds. I asked him why. Well, because we started in AWS. We got some things there we've got. We've got a bunch of stuff that runs and an azure with offers 3 65 other things that they dio and Google for ml and that kind of stuff. It runs better their enterprises. They're gonna pick where the workload run best, and they're big. And so they're gonna look and they're gonna They're gonna They're gonna elevate up building architecture that works across all of them. I don't think multi cloud means I'm gonna move this workload from here to here. That's never gonna happen. Maybe in 20 years. But I doubt it. It's just that the workloads heir destined, they run better on that and they're gonna focus on >>different park loads for the cloud that picked the right guy for the right workload. >>Yeah, and I'm so big and I require different companies and I get acquired. And and and And you got to think of the on Prem data centers eyes another cloud that's a multi. And then I go into Europe, and I have GDP are and I need another cloud. I mean, they're gonna have 45 clouds, and I don't think it's gonna be 20% across all >>that could be a power lot. They'll be more than 13 closets. Be specialty clouds a riff on this all the time. Well, Steve, I want to thank you for coming on the Q. Appreciate it. Give a quick blood for the company. How many employees you're gonna hire, some of your objectives >>growing fast. We've got over 400 customers and you ask one of our customers we've got customers spending millions of dollars a year with us all the way down the customer spending $5 a month. Why? Because of the wonderful thing of cloud they can consume. We've got 400 customers all over the world and even know who probably 300 of them are right. Why they go on the market place they go like this, they download. Maybe they come on drift. Ask one question. They launch and they spent $5 a month. I don't even know what they're doing. And eventually we watched their Amar are it just grows and grows and grows and grows. And eventually like, Whoa, Now you're spending 50 grand a year. We should talk. So it's kind of like how some companies used open source that ends up being our funnel a low friction zero friction High velocity Landon expand model. And then we have the traditional enterprises that you'd imagine every so everything in between >>your hiring, >>we're hiring like crazy, hiring a whole bunch of sales organization around the world. We just raised $40 million Siri see a month ago and we're going for >>fresh financing. Aviatrix see Mulaney, CEO of aviatrix here on the Cuba Reinvent 2019 Stay with us for more coverage. Day three of our three days of World War coverage Two sets here, thanks to Intel for the being our headline sponsor without their supporting our mission, which is bringing you the best confident possible. We want to thank Intel on. All of our sponsors were right back with more coverage after this short break

>>Live from Denver, Colorado. It's the cube covering com vault go 2019 brought to you by Combolt. Hey, >>welcome to the cube at Lisa Martin in Colorado at convo go 19 I'm assuming a man and stew and I are pleased to welcome back to the cube and Alon my who hasn't visited us in awhile, but he's kind of a big deal is the CEO of Commonwealth's on Jay Mirchandani. Sanjay, welcome back. >>Thank you Lisa. Good to be a good too. >>So exciting. This is the fourth go. I love the name go and lots of stuff. So you have come onboard to combo in about about nine months ago and man, are you making some changes? You know the analysts said combo, you gotta, you gotta upgrade your sales force, you gotta expand your marketing, you've gotta shift gears and really expand your market share. And we've seen what Combolt is doing in all three of those areas along with some pretty big announcements in the last couple of days. Talk to us about this, this first nine months here. And really maybe even, I would start with the cultural change that you have brought to a company that's been run by the Bob hammer for 20 years >>right now. Firstly, I'm very fortunate to be here because the company is, it has incredible foundation. The bones of the company, if you would, are solid a great balance sheet, um, over 800 patents, no debt, cash on the books, profitable. It's just, you know, and great, great technology wrapped around some amazing people. So when I look at the, when I look at it and you go, this is this, this is an incredible asset. My role really when I came in when I transitioned with Bob and Al for a period of time was really about making sure we didn't break anything, making sure that we kept the momentum, understood the culture, took time to talk to customers, talk to partners, talk to our employees, shareholders and understand, um, what are the focus areas that we needed to go after. And the last nine months has been about, you know, a lot of learning on my part. >>But also a very receptive group of employees and partners saying, you know, we'll give you a chance. Let's get this done, let's see where it goes. So that's where the nine months had been around and it's been a, it's been fabulous. >> So that's actually one of the things I've heard from your team is you've come in loud and clear with the voice of the CIO. Having been a CIO yourself, that's something you want them to focus on. Everybody, we always talk about listening to the customers, but you know, the role of the CIO has changed an awful lot. You know, since you first became a CIO, clouds change everything in a Nicholas CARF said for a while, does it even matter? Right. Um, so you know, Ferguson side a little bit as to how you want to make sure you're delivering for what the CIO is need. >>Not necessarily what, you know, they were saying that they want. No, it's fair. And, and as much as the role of the CIO has evolved, I don't think it's changed fundamentally. They still, you know, the guardians of the data, the, you know, the compliance and everything else and of course more than anything else, the productivity and the competitive edge that businesses need, technology and business, regardless of which business you're in, are interested intrinsically tied. Your delivery of anything you do today is tied to technology. If you, if you want to be future proof. So if anything, the role of the CIO has only been elevated. I'm, I say this playfully, but I do say it. I said, if I wasn't running this great company that I am now, I'd love to be the CIO of a dysfunctional it organization at a large company because there's so much you can do. >>Many of the decisions that we would spend an inordinate amount of time on the infrastructure, the application, how do you bind it, what are the protocols? Which data center, how much, who runs it, which partner? I kind of dissipated if you're not going to the cloud in some form of fashion, come on, right? If you're not building cloud native applications, come on. If you're not using dev ops, come on. So you've got all this time back now where you're not hopefully having conversations that don't matter and you're really go and building new things. So I think it matters. That's great stuff. And absolutely we agree. We've talked many times on the cube. It definitely actually matters more than today. If anything. Not only did they need to be responsive to the business, but oftentimes it can be one of those drivers for innovation in change in the business. >>Um, I love something you said in your keynote, you said data is at the center of everything you do because right. Most CEO's, hopefully infrastructure is something they might have under their purview, but it's not what drives the business. It's the data, it's the application, it's their customers that matters. So to speak a little bit to the role of data has changed a lot. You know, you and I worked for that big storage company where we even didn't talk as much about storage back about data back in the day. Today it's the life blood of the company. It's everything like that. >> And you know that that is one of the reasons I'm at Convolt because for the past 30 years I've been in technology, I've done app side, I've done infrastructure side, I've done a mix of all of those. And the more I think of an dev ops, I've done that. >>The more I think about it. If I were, if I was sitting with a CEO today and having a conversation about what matters in technology, who's maybe a CEO is not a technologist, I would say data matters. I would say the asset of your company is the data. It's gone from something that you used to manage down, compress deduplicate and hope it went away and you wanted to minimize its footprint to something where you want to maximize its value. And those aren't just words. I mean that is what makes great companies, great companies today, the way they use data to their competitive advantage. So this is, this is exactly the mindset where the mindset, the Guppy do to convo because all we do, all we do is help our customers be data ready. As I was saying this morning, that's, I love that term because that kind of encapsulates it for me. So that's, that's where my head's at. >> Yeah. I mean, we've always said that the thing that defines a company that's gone through debt, that digital transformation is that data drives the business. >>It, it absolutely should, but we're, when you talk with customers that have, whether it's a big university, a research university, healthcare organization or whatever type of organization that has multiple departments, so much data that potentially has a tremendous amount of value that they actually aren't managing well or can't get visibility out of. When you say we want to help you be data ready, w what does that mean to them? >>It means a few things. You summed it up perfectly. That's the world, the customer, the chaos that customers could live in because fundamentally, Lisa, if I had over-simplified applications, we're intrinsically to date data that you use for tied intrinsically to the application to build. So if you had an SAP system, your data was very tightly tied to that. If an Oracle ERP system, it was very tight detail yet it'll supply chain system. You were tied to that. And once data side of getting released from the abstracted, from the system that was built on, you've got a little bit of chaos, then you had to figure out who had access, where, how, how are you replicating and how are you backing it up over the policies, your plan compliance. And then it became chaos. And what I say to customers being data ready, saying do you have a strategy and a capability, more importantly to protect, manage, control and use that information in the way you wish to for competitive advantage. >>Just protecting it is like a life insurance policy, controlling, managing and using it as where you get the value out of it. Right? And so as companies become more data driven, this is where we help them. So the whole concept of the show, what we're sort of bringing to market is the fact that we can help our customers be data ready. And some of the technologies we've talked about today lend themselves to exactly that. Alright. So Sanjay, one of the questions many of us had coming into the show is how exactly Hedvig your, your first acquisition was going to play out. You made a comment in your, your opening keynote this morning that we need to rethink primary and secondary storage. So some of us read the tea leaves and be like, well, you know, you're selling an SDS storage, your, you're in the primary storage market as we would've called it before. >>Yes, the lines are blurring. I don't think those there. So I want to give you the chance to let us know where we're going. Years primary and secondary storage as we classified them, we're looking grayer and grayer mean they'll always be primary storage because there's always a certain user use cases for, for high-performance scale up capabilities. But a lot of the stuff was getting murky. You know, is it really primary? Is is it lower end primary, is it secondary and it doesn't, it shouldn't really matter. And with that, would that segmentation game a set of other capabilities like Oh, you know, file block, object cloud, more, more segmentation, more silo and more fragmentation. And I'm a big believer that this is all about software. The magic is in the software. And if you, if you forget for a minute that it's software defined storage as we call it today, but a set of capability's, a universal plane that allows you to truly define how customers get that ubiquity between any infrastructure that they run. >>Okay. Which in turn gives them the abstraction from the data that they bill. Okay. We've just taken a lot of workload and pressure off the customer to figure all that stuff out, keep whole manage. So I wouldn't get, I wouldn't get wrapped up on the whole storage thing as much as I would on the SA on the universal data plane or the data brain as I called it, nicknamed it in the show, you know, earlier as the left and right side one size, the data management, the other sizes, you know, traditional storage management. Yeah. Maybe I was reading too much in this. There's two brains. I think you've, you turn them sideways. They look like clouds too. But uh, yeah. Yeah. Um, partners wonder if you could speak, you know, we're talking about obviously the channel hugely important, we're going to talk to a lot of your team, but from a technology standpoint, you've got a lot of those hardware providers as well as different software companies that are here in the expo hall. >>Does metallic and Hedvig in those, you know, how will that change the relationships? I mean there's one, I've never built a business in my life that wasn't partner centric and partnerships to me is where both sides feel like they won. They went together. And so I've been very clear with our team, our channel, our board, our ecosystem that we're not doing this alone. That's not my intent. And our goal is to work together. Now we have partners in across the spectrum, cloud partners, technology partners like NetApp, HPE, Cisco. We've got ecosystem partners, the up the, the startups that are building new capabilities that we want to be, they want to be part of our ecosystem and vice versa. Traditional channel. Okay. so we've got the whole run of those, of those partnerships and we've been very focused. But we've also being very clear that we're in this for the long haul with them. Hedvig is today sold through channel and will continue to and metallic is built to be only sold through the channel. >>And you guys also, I was looking at some of the strategic changes that you've implemented since you've been here. Leadership changes to the sales organization, but even on the marketing side go to market. You mentioned that the channel opportunities for Hedvig as well as metallic, but also you guys have a new partner programmed, really aimed at going after and cultivating those large global enterprises with your SIS. So in terms of of you know, partner first, it really seems like the strategic directions that you're moving in are really underscoring that. >>Absolutely. Everything we do, every single thing we do is, you know, the question, the reviews we do, the internal inspection we do with the business. The, the way I look at the, the, the go to market conversations as to uh, the, you know, the pipeline is always about which partners involved, who's the partner involved, you know, and on an exception where we don't have a partner involved. My um, my F it's a flag to me going why? Um, no, we're, I don't know if you're speaking with Ricardo today or at some point he'll, he'll, he'll let you know exactly what we're doing there and how we think about it. And then we've just hired Marissa Rowe, I don't know, you know, Mercer and so Mercer's just come on board as our sort of partner lead worldwide. Yup. >>We're going to be talking with him as well. >>It's a cultural shift folks and we're completely committed to it. 100% committed. >>So one of the things that, that Stu and I were chatting about earlier today that you guys talked about in the keynote is in terms of how quickly metallic was conceived, design built really fast. Does that come from kind of a nod to your days at puppet where you are used to much shorter cycles? And how did, how did internally, the Combolt folks kind of react and we're able to get that done so quick. >>They embraced it. And I'll tell you, I'm, people will tell you that I'm used to saying this, this, this thing. I say that competition and time are not our friends. So we have to, we have to get out there before somebody else does. And if you're coming out with something, it's gotta be better than anybody else has. And so we all agreed there was a need for world-class solution, but we also understood that we had to do a differently doing it the way we've always built something probably probably wasn't the best answer. We needed to go shake things up because it's a different audience, a different delivery capability. But the beauty of the whole thing was that we had core technology at vault that was truly multi-tenanted, truly secure, truly scalable, which we had. This was years of, of great IP, which we took and we built on top of. >>And so we ended up focusing on the user experience and the capabilities of a SAS solution, the modern SAS solution as opposed to putting a wrapper of SAS around substandard technology. So in full credit to the team, we do 90 day releases on our core technology today. Right. So yeah, I think, I think that refresh cycle is what customers expect of us. That you know the and, and then that's what we do today. Right. So something, I don't think it's, I'm not giving myself any credit for it. Yeah. And Sanjay actually we had a customer on earlier talking about that cadence release cycle and he said to Combolt's credit, they're hitting it and it makes my life more predictable when the channels yeah. You know, and so they know when to expect something. So we have a 90 day and Tom will talk to you about this when he, when he comes on, how we get our channel ready for it, how are we enabled them, our own support so we give, so we are completely buttoned up and taking advantage of that release cycle. >>All right. Great. Sunday, nine months, you've already made quite a few moves in the test board, making a lot of pieces there from what we hear, you know, this is just the beginning. Give us a little bit going forward though those people watching what does Sanjay's next nine to 12 months, you know, foretold and as much as you think it's a lot of moving parts that we've, we've changed, um, there we're all part of a, of a roadmap that and so that, and I've been very open and public about it. When I came in there was a lot we had to do and I wanted to be really focused about getting this company back to growth and really helping you realize the potential that it had with, with its heritage of great technology, great customer base, great ecosystem. So I laid out a very simple three point plan, simplify, innovate, execute and tell. >>People are tired of me talking about it and giving me proof points that I'm done. I'm going to keep talking about it. And so simplify is everything about how we use the product, the user experience with us and how you engage with us. OK. innovators innovate in everything we do, products, experiences, everything we have to, we have to challenge the status quo and say it's a smarter way of doing it. Metallic is a complete encapsulation of that, of that energy. Okay. And the last is execute. It's all about getting out there and getting it done. Doing what we say and saying what we do. Just get it out there, get it done. And um, and I think the team has been amazing. They've just rallied around it. And if I embraced it, this is what I think this is what they want. So the changes, sorry, just sorry, I didn't mean to cut you off but it, I'll sum it up by saying that, you know, the nine months have been very focused in the direction making. Now it's about really making sure we help the company and how customers realize its true potential because the technology is great. The people are great. We're a good company. People love our technology. They stay with us forever. Because it does what it's supposed to. We just think we have a lot more to offer. Now. >>I know we're only day one at the show. Things did kick off a little bit yesterday with partners. What's some of the feedback that you've heard from those customers? Either those that have been using vault for 10 years or those that are maybe newer to the bandwagon? >>Well, somebody asked me if I had 10 cups of coffee before I went on stage in the sporting, but I think it's a good proxy for what I feel on the show. I feel incredible energy. I think that the customers, the partners, our own people, it's just, there's a buzz and you've been to shows before and some of them are just, you know, some of them have that energy and some of them are flat. Well this one's just full of energy and uh, and it's, it feels like a lot of adrenaline here and this people are excited and um, you know, I'm excited to go walk the floor. >>Well, your competitors are taking notice. There was some interesting digital signage yesterday at the airport. I noticed that that wasn't okay. I didn't, I missed it. Invitation. Highest form of flattery. Sanjay, >>I got the notice that there's, there's a lot of investment that goes into this. Uh, this, this segment of the market. It's been really hot. Um, what, what's your take on all the startups in as well as the, the, the big companies that have been putting a lot of it that it's an important space, right? Um, it's, it's, it's in the top three to five depending on which study you look at data protections back because it's one thing to have data and nothing to know that it is the way you want it. It's also a testimony to the a, it's not an easy space to get into when you're telling your customer that you're protecting them. That's a big word. Okay. I believe that you earn your way there day on day release, on release. And we've done that. I mean the animals the same good things about as in half a years we had customers on stage, you know, and it, customers don't just come up on stage and they, they really believe it. We have a, we had a pretty decent turnout at the partner event yesterday. You know, I think we're, we're in a great space at a great time and we've got 20 years of, of great pedigree that I don't take for granted as much as people sort of go, Oh, you're an old company. I go, Oh, don't mistake pedigree for anything else. You know, we've got some incredible IP over 800 active. >>Yes. >>You were sharing some of those thoughts this morning. I was looking to see where I put them. How are you guys leveraging the data that you have under management to make combos technology even better and to help make some of those strategic, >>it's this deep learning. It gives as much, you know, we applying AI implicitly. I don't want it to be an AI washing my technology for my customers. It's in there. It just works for them and it's my job to make my product better so they get more value out of it as opposed to for them to bolt on something to make my product better. So I don't, I really don't care what other shit about it. What I care about is I'm building that right into, into the intelligence. We have all the data, we know we, our customers use it, how they back it up, what their expectations are, what the SLS are, what their protocols are. We know this stuff and you, you have to, you know, we've been around enough to know this stuff. So now we're taking all of that with technologies like deep learning and machine learning and making the product better. >>So Sunday, one of the toughest things to do out there is have people learn, learn about somebody again for the, for the second time, you know, you only get one chance to make a first impression. So maybe I'd love your insight. You've been on board for nine months, you know, everybody knows Combolt it has a strong pedigree as you said, has a lot of patents. There's the culture there, but anything you've learned in the last nine months that you didn't know from the outside, he was still a pretty good secret. And there's a lot of people that don't know us as long as even though we've been around in the enterprise and and have have achieved a ton, there's still a ton of customers that don't know us and you know in our chops to get it out there. And if you've looked at our digital presence, if you've looked at how we're engaging online, it's a different Convolt. In fact, one of my favorite hashtags that's a, that that's trending at the show is a hashtag new comm vault. Is that right? I like that one. >>As I say, I might have started it, I don't know. But it is, it's an opportunity, right as to said, you know, we all wish sometimes in certain situations we could make a first impression. Again, I think you have that opportunity is you're saying there's, you have I she was saying close to 80% of, I think I read the other day, 75 80% of Commonweal's revenue comes from the fortune 500 you have the big presence with Bleagh global enterprises. This sustainability initiative that you were doing with the U N that Chris talked about. So there's, there's a lot of momentum behind that as well to take and really kind of maybe even leverage the voice of those enterprises to share with the world the benefits that Convolt provides. Like you said, data protection is hot. Again, if you have the data and it's, and you don't have the insight and it's not protected and you can't recover it quickly, then what value >>or used, if you can't use that know, why does it have to be compartmentalized where you say, Oh, that is my archive. Why can't I, why can't I say that? Yes, it is my archive, but I can, I can leverage that data for other things in my business. Okay. And so our product orchestrate allows customers to discovery to do, sorry, activate, not orchestrate to do eDiscovery, to curate information to use it for R and D to have a policy on sensitive governance needs. There's so much we can do with that, with with the data that's just sitting there, that and from different sources that I believe that at some level, protecting and protecting, managing and controlling our almost table stakes. So I'm raising the stakes uses where the magic is. >>All right, raising the stakes. Well, Sanjay, thank you so much for joining Stu and me on the cube today. Can't wait to see where those stakes are going to be. Combo go 2020 hashtag new comm volt hashtag new comm vault. Thanks Lisa. Thanks. Thank you so much. Hashtag new cobalt for Stewman eman and Sanjay Mirchandani and Lisa Martin, you're watching the cube from Cannonball. Go.

>> Announcer: Live from San Francisco, celebrating 10 years of high tech coverage, it's theCUBE! Covering VMworld 2019. Brought to you by VMware and its ecosystem partners. >> Okay, welcome back everyone live CUBE coverage here in San Francisco at VMworld 2019 I'm Jon Furrier, my co-host this segment, Stu Miniman. 10 years Stu it's been a long run. A lot of CUBE alumnis around, we got two here. Honore LaBourdette Vice President go-to-market Telco Edge Cloud at VMware. And Lakshmi Mandyam, Vice President Product Manager, go-to-market Edge IoT at VMware. Great to see you, thanks for coming back. >> Thank you for having us. >> So, I think IoT's going to be a pretty big deal. 5G, jury's still out on 5G but it's looking good. Look, if Pat Gelsinger said it's going to be great, it's probably going to be great. What's new? Give us the update. >> Well, just a commentary on 5G, when you say you think it's going to be great, there is some skepticism in the marketplace because if you go back and look at all the different generations of cellular technologies, it's the odd numbers that have never been successful and the even numbers that have, from a monetary perspective for the telcos. Interesting thing about 5G is because it's such a system-oriented technology, that we do believe that it's going to enable a lot of the capabilities associated with IoT, right? So there's an interdependency between 5G and IoT and IoT and 5G that I think is going to make 5G more successful than any of its predecessors. >> All of us are nerds that geek out on RF and physics. I mean 5G has a lot of skeptics but they're deploying 5G, it's not like it's a vaporware. There are deployments going on in the United States, certainly outside of the United States. So it is real, it's actually happening. The question is what will be the impact to the network effect and what's it going to enable, which will certainly impact the industrial IoT and IoT markets. >> Well so one of the things that's happening with the deployments of 5G isn't just the innovation associated with the spectrum technology of five generations of mobile technology, right? There is an entire transformation happening with the core infrastructure of the telco network. And there's an interdependency there as well, right? So as the telco's software define the infrastructure on which they run all of their services, that then extends all the way through from the cloud to the core to the edge for all of the radio access and everything associated with 5G. >> And we're also seeing on the IoT side that there's a similar transformation going on, 'cause right now when you look at kind of example manufacturing, right? There's a real siloed infrastructure, siloed use cases and people are not able to scale and especially when you start to see the business impact that IoT's actually going to have, because most of the data that's being generated is actually being generated from the devices at the edge. And there's a viewpoint that a lot of the workloads that are actually being generated for the enterprise are actually going to be executed at the edge and when you take those things into consideration, it's really important to have an infrastructure that scales. And just like we've seen in other areas where a sprawl of infrastructure is really not going to be be effective in terms of delivering business value. That's the same problem that we see here. >> That brings up a good point. You mention systems view. I think this is interesting 'cause I think this business model innovation, as well as the architecture. I mean, you become what you're known for in the old infrastructure. You don't want that legacy to be dictating the new things, you mentioned backhaul. That's a topic that people talk about in the cellular business. You got the radios, you backhaul through a network, go to the core. But now you're getting at something different where if you're going to be backhauling, which implies moving packets around, moving data has become a really big problem or concern because the cost to move data, the physics involved, latency is a requirement. Processing at the edge becomes the new architecture. >> Yeah, I think the old paradigm was around moving data to the compute but the new paradigm is going to be moving compute to the data, especially on the edge and the IoT. And this is where managing that whole compute infrastructure is going to be really, really important. And that's what, you know, the VMware Telco Edge-- >> Well, we're going to ask Pat Gelsinger a question that riffs off what Dave asked years ago. Stu, I don't remember what year it was, 2012 or 2013, Dave Vellante asked Pat Gelsinger, "Is security a do-over?" You know Pat's very opinionated, he's like, "Absolutely a do-over." Really risky, bold take to say at that time, turns out he was right. The question I want to preview with you guys is, is the architecture a do-over? Because if you think about it, there's new capabilities, you mentioned the systems view. Is there an opportunity, not to throw it away, but like, just rethink it, get a second chance at deploying large scale edge, cloud, versus backhauling through the data center, maybe backhaul through the cloud. So, to me it's just kind of feels like a do-over. >> Well, there's very much an opportunity to, I'll say evolve rather than to do it over, right? 'Cause do-over kind of implies everybody's going to throw out everything that they have. But when you think about the beauty of software is that now we can have inherent security in all of the aspects of the software defined network all the way through the edge. So if you happened to hear Pat's keynote this morning, you know, he put up a slide of all the different security vendors across all of the different types of, the different areas of the clouds, the different cloud technologies and basically said that there is an opportunity now for us to do for security basically what we did for compute and networking and storage, by software defining that. And so that's the opportunity for security is to leverage all of what you can do with a software defined approach and have security be intrinsic to everything from the cloud to the core to the edge. And specifically for IoT. If you think about Lakshmi's comment about pushing the compute to the apps, and pushing the compute where the applications are going to be, or the user is going to be, I think there's going to be a greater requirement for security actually at the edge than even what we see in the cloud today. >> Lakshmi, you know, one of the comments we made is if you looked at the keynote this morning, the virtual machine is not the center of the the discussion. There's, you know, VMware, now plays a lot of places where that VM is not at the center. If you can bring us up to speed, when VMware looks at the edge architectures and how they're going to work with enterprises there, you know, what are the solutions that you're going to bring to bare out of the portfolio? >> Yeah so we have a, you know, when you think about IoT and there's all these things that are out there, oftentimes when someone installed it in the factory they didn't even update the factory settings, the threat surface of that is just expansive. And so, what we're doing with the product that I'm going to talk about, Pulse, we actually life cycle manage these devices, software updating, making sure that they're compliant with IT kind of security and other requirements. And so, what we see is the architecture, is we see kind of this managed infrastructure at the device level, that then feeds into kind of the thin edge, and you heard Pat talk about it this morning, right? Pulse and NSX and VeloCloud for the thin edge and that kind of, it's a continuum really. You can't define-- >> It's difficult to do. >> It's a continuum of compute ranging from very small footprint all the way up to our Dell EMC announcement. BMC on Dell EMC, sorry. >> We actually did some original research back when, you know, GE was putting together their industrial internet and one of the biggest stumbling blocks we saw is that huge gap between the IT and OT, they don't talk. You talk about the telco, that telco role doesn't tie in to the traditional data center world. It's at the edge and some expert comes in and does their piece but, you know, smashing these worlds together is a real challenge. >> What's interest-- >> Oh, I'm sorry. >> I was going to say 5G is the technology that I think is going to create the catalyst for those technologies to come together, right? So you have the enterprise edge, you have the industrial edge, and you have the telco edge. And over time, the more the telcos start pushing compute out to their edge, enterprise push compute out to their edge. And then you have all of these industrial IoT devices. The definition of the edge is going to begin to blur. >> I think this is, I think the IoT, industrial IoT, is probably the most important tech story this generation. It doesn't get as much play as AI, 'cause AI kind of sounds cooler, attracts young kids to be coders, but IoT is really the most important thing because think about the industrial IoT, the threats, cyber threats, cyber security. One hole, one hole and the attacker is in. Just to speak security and critical. >> I actually think it's beyond that because I don't know if you heard Pat talk about his definition of the edge, which is actually that merging of the digital and physical worlds. When you think about that, most of human problems can be solved by great technology, technology for good. And so you think about industries being pushed to produce more, 70% more food with just 5% extra land, or you know, carbon emissions, all of these problems which with good visibility control and management can be solved and that's really what we're trying to do-- >> Yeah, but good intentions, I understand where Pat's coming from. It's good, it's good marketing on the stage but the reality is, is when you roll out the tech to make that happen, if you don't have that security intrinsically pulled in, this means that you got to have the zero trust. But IoT is a different animal on a thin edge, than it is, say a data center. So like, it's just one of those things where we're watching 'cause it's just, there's so many, the service area is so large. >> Yeah, and in fact, one of the things that we're doing in terms of incorporating security in the management is looking at hardware Root of Trust right down to every device that's managed and being able to, you know, to attest whether something is legitimate or not. So we're rolling all of those things into our technologies. >> So, Pat brought up the telco. Earlier on, we were asking some of our guests about the business model on telco, because, you know, telcos have been struggling, they had owned infrastructure. So when you own infrastructure, it's hard to go out of business unless you actually run out of cash, but they had plenty of working capital, but they got to get their business model. You guys have any thoughts on as telco starts to modernize, whether they migrate and modernize or modernize and migrate with cloud, what's hopeful things that you can share that's showing business models for telco? Because 5G, someone's got to pay for it. It's not inexpensive to roll out 5G. >> So, what we're seeing with our telco customers is that they're finally beginning to realize that they can actually accelerate their time of revenue with new services, with a software defined infrastructure. So, I think when first we met, you know, we were in the early stages of developing the market for telco with software defined. But we've crossed the chasm now to where we have over a hundred discreet telcos that are in production on our platform. And so we have proof points that says, "Okay, now they can accelerate time to new revenue". What we're focused on now is helping them extend that out to the edge. And as you know, partners with Lakshmi, we see the telcos as a route to the enterprise market for our edge an IoT solutions. Right, so there's an opportunity for telcos to participate not just in the cloud economy but the edge economy. In terms of the business models, the change is driving the business model transformation. You know, the technology is driving business model transformation. But it's an excellent point. Its operating models are transforming, business models are transforming, and interestingly enough, commercial models are transforming as well. >> Lakshmi, you know the app side's going to be where the growth is now. Getting back to the good thing, once that infrastructure is stable, the apps can come out. So the application development, the microservices, that kind of to me connects that Kubernetes piece to it. That is an opportunity to telco providers, right? >> Yeah, absolutely. I mean again, it's all about deploying and managing applications right at the edge and so the infrastructure that we're building, with all of the announcements that you heard and the features that we're adding into the product profile is really about how do you deploy and manage these applications right down at the device level and that's really where I think it's going to transform. >> A lot of action. >> A study came out just yesterday that the edge market is targeted to be a $4.1 trillion market. >> Yeah, it's going to be huge. >> That's trillion with a T. >> Yeah, it's going to be huge. >> So, wondering what you can say about the ecosystem. Because, you know we've looked, VMware has always had ecosystems but it's many ecosystems, and you've got a cloud marketplace, and there's lots of different customers so will some of your existing partners go along with this, is it building out a new suite, you know, when you look at the edge and IoT? >> I think there will be a group of partners that come along, for sure, but, you know, IoT, especially when you think about industrial IoT, it is a new space of players and we're building that ecosystem and trying to figure out what customers want, right? Because, it's an ocean, you could boil it but that may not be the right approach. >> Yeah, I mean, it's like you said, there's a T on the TAM. It's a huge, huge TAM. It's going to be a huge application boom and IT culture's got to evolve from that perimeter-based security to a surface area that's out there, that's one light bulb on a factory, that IP enabled, could be a malware entry point. It could be something for a worm to get in there. >> Well, it's really like any device. What's that, any-- >> Any device, any application, any device, any Cloud. >> Any cloud, I think in IoT, it's anywhere. >> Anywhere, exactly. >> Totally, totally. >> And to your very accurate point about the security associated with that, right? In the telcos, actually owning that last mile. Right, so when we talk about $4.1 trillion of opportunity, and the need to develop an ecosystem that can support those edge and IoT solutions, the telcos really are in the cat seat to take advantage of that because they own that last mile of customer access, customer influence, they own the cell towers. Right, so as we push compute out to the radio access, telcos have an opportunity to participate. >> Honore, I want to get your thoughts while you're here and Lakshmi, if you can chime in, that's cool too. I'm doing a big editorial on industrial IoT national security. This all kind of leads into policy, potential regulation. You know, I mentioned tech for good, tech for bad is neutral how it's shaped. I'm assuming you guys are going to take a shape in some of those conversations. Any thoughts on regulatory things happening because with cyber security, cyber war that's happening on our digital turf, the telcos are in a prime position to assist and help shape that, you guys can do that. Any thoughts on how you see that, that conversation? Anything you'd like to add? >> So VMware is participating in consortiums associate with those very topics. And of course we are developing technology with an appreciation and understanding respect for the governing agencies across every country as it relates to privacy and security. And so I'm sure, you know and it varies from country to country. In terms of what data you have access to and how you deliver that data and what you do with that data, that's a really hot topic in Washington these days, right? >> And software helps too. >> Software does help, right? You have so much flexibility with software but at the same time you have so much risk that you have to prevent. What we've learned is, it's really about the individual's information. Whether that is a device or an industrial device or an end user or a potentially, a point of presence. It really does depend on what you do with that data, who touches the data, and where is that data going to be housed. And so each of the different countries, each of the different telcos, depending on their location are adhering to the governmental requirements for who does what with the data. >> Yeah, it's interesting, we just did a power panel in our studio, we had experts come in talking about called the "Cybergeddon" scenario, which is a hacker taking over not just malware and getting penetrated with worms and getting access to data, but actually taking over physical devices to harm people. So, this is kind of a nation threat thing. It's not so much a corporate thing, but you know, there is a shaping opportunity here when we're trying to identify where, you know, good governance, at least from a policy stand point, tech are coming together. More and more, it's happening. >> And of course, we participate very actively here in the U.S., right? Because we are a U.S. headquartered company. We try to participate where we can in some of the other countries for the regulatory agencies. And we're a part of the world economic forum. So through that vehicle, you know, through that consortium we're also trying to influence, for good, of course. We just recently, we announced this morning that we acquired Uhana and Uhana is an artificial intelligence machine learning and specific to telco, it will observe, analyze and report back on data all the way to the consumer level across a radio access network. And the one question we get asked from every telco that we do business with is, "What do you do with the data?" And of course, we don't do anything with the data. In that particular technology, we're observing it but we don't necessarily touch it. But you're exactly right, I think it's something that's going to be a hot topic for a time, awhile to come. >> It's an opportunity for tech for good. Guys, thanks for coming on, sharing your insights. Great to see you again, thanks for coming on. Great insights, a lot changing and certainly very relevant, the IoT Edge, telco, IoT's all happening, AI is a part of it. It's theCUBE, live coverage. I'm John Furrier with Stu Miniman. Be right back after this short break. (light techno music)

>> Voiceover: Live, from Atlanta, Georgia, it's theCUBE, covering CITRIX Synergy, Atlanta 2019. Brought to you by: CITRIX. >> Welcome back to theCUBE. Lisa Martin with Keith Townsend coming to you live from Atlanta Georgia, our first day of coverage of Citrix Synergy 2019. Keith and I are very pleased to welcome you to theCUBE. For the first time, Bob O'Donnell, the founder and president of Technalysis. Bob, it's great to have you on theCUBE. >> Thank you. Great to be here I really appreciate it. It's my first chance to do theCUBE. It's exciting. >> We're so excited because you are no stranger to TV. Bloomberg, CNN, CNBC, Squawk Box, now theCUBE! >> Bob: And the now theCUBE! >> Keith: Most importantly- >> Bob: It completes the circle. >> He's a friend of Leo Laporte, which makes him a super star. >> All: (laughing) >> Well there you go. >> We're sitting in the presence of greatness. >> Oh, I don't know about that. But anyway, no, it's a pleasure to be here and it's nice to chat with you guys. It's a very interesting time that we're in. I mean, when we think about what's happening in the world. For years we've seen this move to cloud-based computing, and SaaS, and everything else. And everybody's excited about all of this stuff, and there's all these tools. And then on top of that, we thought, we have all these devices, right? We've got this amazing range of different devices we can use. But ironically, what it is, is we're in a state of too much of a good thing. It's too much. Even though if you think about it, you'd say, "Well, objectively, there's so much that "we could potentially do here. "I mean, we've got these tools that can do "this and this and this." But all of a sudden, "Well, except I got this one and this one, and this one. "And oh, by the way, if I want to send a message, "I can send it five different ways to Sunday, "and therefore if I want to read a message, "I have to be able to read it "five different ways from Sunday." And so, the challenge that you face is, and Citrix talked about it, I thought, quite nicely in their keynote this morning, is people get overwhelmed. And they just can't get productive with what they're trying to do. And so, what you need to do it figure out ways to turn that chaos into structure and order. And that's what they're trying to do with the workspace. And it looks pretty cool. >> Yeah, one of the offline conversations I had was you get all these tools. It's like somebody took a box of 10,000 Legos and just jumped it on your desk and said, "Build a masterpiece." And what I head this morning was the equivalent of what was like a Star Wars kid of like, "This is what you can build. Here's the directions, "and now you can start to deviate and customize it "for your environment." So one of the things that I'd love to get your input on is this concept of AI ML. This ideal of taking tasks and automating them. It's nothing new. We've tried this with macros and other areas. But the thing that was missing was, these tools were pretty dumb. >> Bob: Right. So the promise of ML AI should make these tools become real. What's your impression of the state of the technology versus what was presented today. >> Well, look, we're in very early days of AI and ML. There are some fascinating things out there. There's a lot of the high profile things that we hear about. The ImageNet and the ability to recognize every kind of dog known to mankind, and all the demos we've all seen at every other trade show. It really is, the fascinating part, exactly, to your point, is that the goal with AI and machine learning is to actually makes things understand. And it's fascinating because... I'll take a bit of a sidetrack but bring it back. When devices started to be able to recognize our words, we assumed, because we're human beings, that they recognized what we meant. But, no. There's a big jump between the words that you can transcribe, and what you actually mean. >> Yeah. That context. >> Context is everything. And context is something that, again as human beings, we take it for granted. But you can't take that for granted when it comes to technology and products. So, the beauty of AI as it starts to get deployed is how do we get the context around what it is that we're trying to do, what we meant to say. Of course, we all want that in real life: "What I meant to say was..." But, "what I meant to do was this." Or, "the task I want to do is that." So, taking that back to what Citrix is talking about is there are a lot of rote procedural things that people do in most organizations. And they gave the classic examples of proving the expense reports and this and that. So, clearly, some of those things they can pre-build. The micro apps, in a lot of ways, they really are macros. It's kind of a fancy macro. And that's fine, but the question is are they smart enough to kind of deviate, "Oh, well, there's a conditional branch "that it automatically builds in a macro "that I didn't have to think about "because it realizes in the context of what I'm doing "that it means something else." Or something like that. >> At the end of the day, I want to get the account balance, however that translates. As opposed to: take this column from row A and put it in row B. No, sometimes row A won't be the correct destination. I want the account balance. >> Right, right. >> And the other truth of the matter is we're still getting used to actually talking to our devices. We do that at home to some degree for people who have Alexas, unless they've decided to stop recording everything, and then that's a whole different subject. But, at work we don't. Interestingly, I remember when I first saw Cortana, for example, on a Windows machine. I thought, in a weird way, Cortana makes more sense because I should want... But it hasn't really happened. It hasn't played out. So there's some level of discomfort of talking to our devices and recognizing these things. So, I think there are cultural issues you still have to overcome. There are physical issues in the workplace, now. Now, when you have these open office environments, which doesn't take a rocket scientist to know that that was going to be a disaster. Whoever thought that was smart, man, let's take a look at where their degree came from. But that's the reality that people are in. So, you've got the physical environment challenges. You've got the cultural "how do I work with this?" environment. And then just starting to realize what it can actually do. And then, of course, you have the problem that it didn't recognize what it actually said. That's something stupid, and the original Siri problems that we all had. But, all of these things tie together because they're all different takes on what machine learning has the potential to do and what we think it should do, and what it can actually do. The one thing I will say is as we head towards 2020, I think we're going to start to finally see some of these things do what we thought they were going to do. They're going to start to have the context. They're going to start to have the intelligence. So, in the work space, it's going to have the ability to know what I mean when I say, "I need the account balance." Or, "I need to know where in the sales pipeline "this particular project is," or whatever task it is that I've got to deal with. And so, understanding that and then building the plumbing to do that is critical. One of the interesting things, if you look at what Citrix does, they're really all about plumbing. They have this ability to pull together all these different elements. From the beginning, what we started talking about. All these different applications over different types of network speeds and connections and make them all work. And yet, they present this very simplified, beautiful, nice little, you're like, "oh, this is great!" But, man, buried beneath there is a lot of stuff. And that's, to give them credit, that's what they're really good at doing. And companies now, the challenge is, a lot of companies have really old applications that they've got to kind of modernize in some way shape or form. And some of them are doing it on their own. They're doing the containerization and all the things we hear about as well. Some of them are wrapping them. Citrix, some of their original business, XenApp, was about app virtualization. Taking an old app and giving access in a modern way. So, again, it's doing that, but the other problem you have to bear in mind, excuse me, is that every company has a different combination of apps. They said 500 apps is normal. A lot of companies have more than that. >> Keith: Mhm. (affirmative) >> The problem is, it's not the same five hundred apps. This company has this set of 500 apps. This company has this set of 500 apps. This company has this set of 500 apps, and maybe 150 of them overlap, which means the long tail of 350 per company has to be dealt with and figured out. And that's, again, those are the problems that they're trying to solve and bring in to a unified environment. >> And also manage these growing expectations that all of us that are workers have from the consumer side of our lives. You mentioned Alexa and Siri, and we have these growing experiences that whether I'm talking to a device or I'm going on Amazon, I want it to know what I want. Don't show me something I've already purchased. And we have these expectations as humans and consumers that we want the apps when we get to work to understand the context and of course, we're asking a lot. In your opinion, where is Citrix in starting to help manage, helping their customers, rather, manage those growing expectations? >> I think Citrix has done a lot in that area. Even many, many years ago they were the first to come up with the notion of an enterprise app store. In the early days of the app store, they came out with this concept of, "We want to do an enterprise equivalent of that." When I download an app that I need to install on a work PC, make it easy to get at. So, from way back when they've been building on that. And then, the examples they gave today, the notification from the airline that your flight has changed, or whatever. Those are all the experiences that we're now used to thanks to cloud-based services. And their point is like, "Hey, why shouldn't we "have that at work, as well?" And so that's exactly what they're trying to work towards, is that notion of cloud-based notifications and services, and things, but related to the specific tasks I have to do. Because at the end of the day, they want to drive productivity. Because we all waste stupid amounts of time, and truth be told, the bigger the company you're at, the more time you waste because of just keeping up. I used to work at a big research firm of 1200 people, and literally half my day, every day, was just procedural stuff. I didn't actually work on the stuff that I thought I was hired to do, except for maybe half the day. And with a lot of people, that's very common. So, anything that can be done to reduce that and allow people to get through the procedural stuff a little bit more efficiently, and then actually let them do the work that they were hired to do and that they'd like to do, and oh, by the way, gives them more satisfaction. All of these things tie together. People tend to say, "Oh well, you know, "that's nice to do, this consumerization of IT, "that's nice." It's not just nice. It's actually practical. It's actually a real productivity enhancing capability. And I think Citrix has done an excellent job of driving that message. It's hard to to do because, again, the complexity of the plumbing necessary is super difficult. But their head and their heart are in the right place in terms of trying to achieve that. >> Well, it sounds absolutely like not a "nice to have," but business-critical. One of the stats that David Henshall, their CEO, said this morning, and Keith's been mentioning a number of times, is that he said there's 7 trillion dollars wasted on output because employees are not able to get to their functions that they were hired for in a timely manner. >> Right. >> So, there's a huge addressable market there of opportunity but also the consumerization that's personalization expectation is huge to not just making me, Lisa Martin, as an employee happy, but my business's customers that I'm dealing with. I think of a sales person, or even a call center support person. If they don't have access to that information, "She already called in about this problem 'with her cable ISP," that person is going to go turn, and go find another option that's going to fulfill their needs much better. >> That's absolutely right. And that was the interesting point that they made. And that's what they're trying to do with the intelligent work space is to move beyond just providing these apps, but actually personalizing it to each individual and being able to say, "All right, each of us are going to have a workspace." Sort of, it looks kind of like a news feed kind of a thing. Each one is going to be different though, based upon, obviously, the different tasks that we do, the order with which we do them, the manner with which we do them." So it does get personalized. The notifications, you know, I may want certain notifications that you don't really care about as much. But that's fine. We can each create that level of personalization and customization. And again, what Citrix is trying to do, and it was a key point that P.J. made, is, "Look, we're not just building an application. "We're building a platform." And that's... The significance of that is big. And remember, he came from Microsoft. He worked on Windows. He worked on Office. So, he's got a long history of working on building platform based tools that have tools that you can build on. That have APIs and ways for other people to add to. So, all of those are critical parts of how they tell that story, and how they get people enthralled enough to say, "Hey, I'm going to make the commitment to do it." Because look, it's a lot of work. Let's not kid ourselves. If I'm not a Citrix shop, but I go, "Damn, that's cool!" There's a fair amount of effort to make all this stuff actually happen. So, it's a commitment. But, once they get them hooked it's a pretty sticky type of environment. Especially as they continue to deliver value and personalization and customization. That, at the end of the day, drives productivity. And that's a pretty straight forward message: "Hey, we can save your workers time "and make them happier." Well, who doesn't want that, right? >> So, let's talk about engaging your customers. Like, I can look at this, and I can easily, say I can come to a conference like this and say, "Wow, I really want the output. I don't want "any of that employee experience stuff. "That stuff just sounds hard, "but the output I definitely want." Talk to me about the evolution of your customers as you walk them through if you want the output, here's what you have to do. And talk to me about, specifically, the success stories of where they didn't get it, and then after you've engaged them, they got it. >> Well, there's so many different variations out there. But, at the end of the day, every company out there is dealing with the fact that they have workers that work in a lot of places on a lot of devices and they have to allow them to get stuff done. And so, it's about how much are they willing to do to make that happen? But there's the psychology of it. There is the whole, "how much of this am I willing to outsource?" Versus, "I really want to keep it inside." So, it depends on the industry and the level of if they are a regulated industry, and all those things have an enormous impact on how they do this. But, if you think back, Citrix's original business was, a lot of it, was again, around desktop virtualization, and actually trying to get really old school stuff, I'm taking mainframe green screen stuff, to actually run on an old Windows PC. And that was kind of a lot of what they did, initially. And then, of course, they've built on from there. So, all along the way, you see different organizations. Citrix has been thought of more as more of the old school kind of enterprise software. Along with an SAP or an Oracle so something like that. I think they've done a particularly good job of being cloud native, cloud aware, and working with these cloud-based tools. Because early on, when we think about what happened with SaaS applications, people thought that was going to dramatically change how anybody did software. And it did, but not in the way people expected. So, I'm trying to get an answer, specifically, to your question, but I think what it is is what they're doing, and what companies who deploy it find is that they can take even these completely different types of software and services, and ServiceNow, and Salesforce, and Workday, and all these kinds of things that are dramatically different, but still, again, have overlapping functionality if I use all of them, and conflict or counteract or interact, or need to interact with other tools I already have that I'm working to change. So, again, what I think that what Citrix has done a good job is they're able to look at the wide range of stuff that people have in that 500 group of apps, or whatever it is, and be able to say, "All right, ten of those are cloud-based services. "But we've got 490 other ones we've got to deal with." And they have different levels of technologies to deal with those. So, what companies can do is they can also pick and choose. They can say, "Look, we're not going to get all 500 apps in our workspace." Maybe they just decide, "But we're going to do these twelve, "five of which are SaaS-based, "and then we've got a couple other critical ones "that we have to do, and that hits 80% of our workers." And they can tackle it that way. So, the bottom line is companies who... Look, it's a big investment up front. So the process is you have to psychologically say, "I'm willing to make an investment in," not obviously, just now, but their roadmap. What they're doing. What they're talking about. That's why they talk a lot about the future because if I buy into this ecosystem, I'm committed. Right? Again, I talking about that earlier: The stickiness question. So, companies who are doing this kind of thing, companies who are trying to make sense of all these applications have to be willing to make those big investments. It used to be, it used to have a huge Citrix server farms, as well. Obviously, with the development of the Cloud and Citrix Cloud, that's all changed. But, it's still a big investment, and they have to work to figure out ways to do this. And if they do, to finally get to, you know, they do see productivity savings. I mean, Citrix is, I don't remember the numbers, but they can qualify actual time saved when their solutions are installed, and that's the benefits that these companies get. So, they have to measure how much is my employee time worth versus the cost of getting these things deployed? >> Well, and I think that's going to be a differentiator for them. I wish we had more time because we could keep talking to you for a long time, but you got to add theCUBE to your list of TV: Bloomberg, CNBC, >> Bob: It's all there. Hey, I'm excited. >> Squawk Box, Now, theCUBE. Bob, it has been such a pleasure to have you on theCUBE. >> Thank you. >> We appreciate your time. >> Thanks so much. Appreciate being here, thank you. >> Our pleasure. For Keith Townsend, I am Lisa Martin. You're watching theCUBE, live from CITRIX Synergy 2019. Thanks for watching. (upbeat techno music)

from Gillette Stadium in Foxborough Massachusetts it's the cube covering Vita winter warmer 2019 brought to you by silicon angle media hi I'm Stu minimun and this is the cube at V tug winter warmer 2019 at Gillette Stadium home of the New England Patriots the AFC Championship team going to the Super Bowl third year in a row yet again Randall right yeah paying it's my Los Angeles Rams oh so happy to welcome to the program Randall hunt who's a software engineer with AWS did a keynote this morning I believe it was a hundred AWS features in 50 minutes and felt like you we added a couple more than 100 and went a little over 50 minutes but I think we probably hit 57 minutes that was what the slide counter said but yeah I added a couple of the updates since reinvent you know reinvent is not the end of our innovation we continued releasing new stuff after that all right so our program we're not going to be showing JavaScript we're gonna take a deep breath and slow down a little bit because you know our audience absolutely knows Amazon I tell you this show remember like four years ago first time AWS presented me at Microsoft and AWS here and people heard cloud 101 and I was like come on I could have given this presentation and they were walking around like oh my god I just you know found out that you know who you know horseless carriages and I can do that do them and things like this so you know cloud we've been there for a decade but we're still I believe you know day zero day one is what Amazon always likes this is day one it's always day one so there's no way we can shove the entire reinventing keynote into this discussion so you know want to start first Tulsa rent a little bit about yourself your role what you work on and what customers you talk to sure so I studied physics and then I found out physicists don't really make any money so I became a software engineer and I worked at NASA I worked at SpaceX and worked with this company called MongoDB back then it was called Tianjin and then I am an Amazon I was my second time around in Amazon I'm a software engineer there but I'm also a Technical Evangelist and what that means is I get to travel around the world and make make all of the demos and chat with all of our customers and kind of solicit feedback from them and then kind of try to act as the voice of the customer for the service teams whenever I can get them to listen yeah so probably not going to go into open source versus software licensing of things with you because we want to make sure that we can publish I tell you space is one of those things I love it when I've interviewed people that have been in space I've talked to lots of companies that have our code in space Amazon you have I loved you know robotics and space are hard and we make it easy and I kind of laugh cuz I was an engineer as an undergrad I mean I studied a little bit of you know what it takes to break gravity and understand I always love watching you know all the shows about space and track SpaceX would you work for and things like that give me a break you haven't made space easy well I think space as a whole is getting easier this industry is becoming more approachable one of the things that we launched to reinvent this year was a ground station and this is something where if you have an S band or UHF you know satellite and leo which is low Earth orbit or mio which is medium Earth orbit you can basically down stream that data to one of these ground stations which is you know essentially attach to a region you know in this case us East 2 which is in a like Ohio area and you can go and say hey just stream this data into s3 for me or you know let me access this from my V PC which is pretty gnarly if you think about it you know you have a you have an IP address which is a satellite in space yeah I love I worked on replication technology 15 years ago and it was like okay can the application take the ping off the satellite or you know how do we do this so look we're leveraging satellites a little bit more I understand it's a great tagline to make those useful and more readily just you know it's amazing you think about when you think about my availability zones and regions it's now you know that things aren't just on the Terra Firma well I'm looking forward to the first availability zone on the on the moon or on Mars that that'll be you know when we have utopia planitia 1a that'll be the really cool AZ alright we heard the first blue origins working to Mars no well the latency you know if you have 300,000 and fit three hundred fifty thousand kilometers on average between the Earth and the moon so you know you can go around the earth it would speed of light 7.5 times every second to go to the moon is a fool I hang it's like six seven seconds or so so the latency requirements become a little bit harder there I roll more my wrong pin I have I have the Grace Hopper nanosecond which is the wit which is you know curled up and if you follow the white thing it's how long light would take to travel that and it does it in two nanoseconds so you got me I'm a physics lover and love space as does a lot of our audience so bring it down to the thing one of the things that amazon has done really well is I don't need to be a physics geek to be able to use this technology we're having arguments as to you know if I'm starting out or if I want to restart my career today do I go code or heck you know let me just use lambda and all these wonderful things that Amazon have and I might not even need to know traditional coding I mean when I learned programming you know it was you learned logic and wrote lines of code and then when you went to coding it's pulling pieces and modifying things and in the future it's it seems like serverless goes even further along that spectrum I definitely think there's opportunities for folks who have just you know I don't want to say modest coding abilities but people who were kind of you know industry adjacent scientists you know data scientists folks like that who may not necessarily be software engineers or have the they couldn't recite in Big O notation for mergesort and things like that from scratch you know but they know how to write basic code there's a lot of opportunity now for those developers and I'll call them developers to go and write a lambda function and just have it accomplishing a large portion of their business logic for their whole company I think the you know you have a spectrum of compute options you have you know ec2 on the one side and then you have containers and then as you move towards service you get this this you know spectrum between Fargate and lambda and lambda being the the chief level of abstraction but I I think in a couple cases you can you know even go further than that with things like amplify which is a service that well it's an open source project that we launched and it's also a service that we launched and it takes together a bunch of different AWS services things like app sank and kognito and lambda and it merges them all together with one CLI call you can go and say hey spin up a static site for me like a Hugo static site or something and it'll build the code pipeline build all that stuff for you without you having to you know worry about all the stuff and if developers are starting new today you know I remember when I started I really had to go deep on some of the networking stuff you know I had to learn all these different routers and like how to program them and these like the industry router so you know the million dollar ones and having to rack and stack this stuff and the knowledge is not really needed to operate of large-scale enterprise you know if you if you know a Ralph's table and you you you know V pcs you know you can run you know a multi-billion dollar company if you want yeah it's been interesting to watch too and you know I think the last five years the proliferation of services in AWS got to a point where is like oh my gosh if I wanted to kind of configure a server for my datacenter or configure an equivalent something that I wanted at AWS there was more choices in the public cloud than there was there and people like oh my gosh how do I learn it how do I do this but what we start to see is it's more don't need to do that because what do I want to do if there's an application that I can run where services that will help make it easier for me to do that because the whole it's not let me replicate what I was doing here and do it there but I have to kind of start with a clean sheet of paper and say okay well what what's the goal what data do I need what applications do I need to build and start there I'm curious what you see and how do you help companies through that so that this is a really common scenario so I this is a kind of key point here is enterprises and companies have existed since before the cloud was really around so why do we keep seeing so much uptick why do we keep seeing so many customers moving into the cloud and how do we make it easier for customers to get into the cloud with their existing workloads so along that same spectrum if you have greenfield projects if I were running my own company and I were doing everything I would absolutely start in the cloud and I would build everything as kind of cloud native and if you want to migrate these existing workloads that's part of the one of the things that we launched this year in partnership with VMware is VMware kind of interface for AWS so you can use your native vCenter and vSphere kind of control plane to access EBS to access route 53 and ec2 and all the other kind of underlying stuff that you are interested in run it you can even do RDS on VMware in my environment so that line is definitely blurring between my stuff and my stuff somewhere else and when people are talking about migrating workloads right you know you can take the lowest hanging fruit the most orthogonal piece of your infrastructure and you can say hey let me take this piece as an experimental proof of concept workload and what kind of lift and shift it into the cloud and then let me build the accoutrement the glue and all the other stuff that kind of is associated with that workload cloud native and you'll get additional agility your you know 1:1 ops person can manage this whole suite of things across 19 20 regions of AWS and you know there's kind of global availability and all this kind of good stuff that typically comes with the cloud and in addition to that as you keep moving more and more workloads over it's not like it's a static thing you know you can evolve you can adjust the application you can add new features and you can build new stuff as your move these applications over to the cloud yeah and it's interesting because just the dynamics are changing so much so there's been there's still so much movement to the cloud and then oh well some people I'm pulling stuff back and then you see you have a WS outposts so later 2019 we expect to Amazon to have you know footprint in people's environments and then you know Jeff just to make things even more complicated well the whole edge computing IOT and the like which you know everything from snowball and these pieces so the answer is it gets even more complicated but you know your your AWS I know is trying to help simplify this for use right the board I think I can say anything at all about AWS it's that if a customer is asking us to build something we are gonna do our best to make that customer happy we take customer feedback so incredibly seriously in all of our meetings all of our service team meetings you know we that voice of the customer is very strong and so if people are saying hey I want a AWS in my own datacenter you know that's kind of the genesis of outpost and it's this idea that well we have this control plane we have this hardware let's figure out how we can get it to more customers and customers are saying hey I want into my data center I want to just be able to plug in some fiber and plug in some power and I want it to work and that's the idea right we're gonna when I think of every company that I've watched there's usually something that people will gripe about and what I've been very impressed with Amazon Amazon absolutely listens and moves pretty fast to be able to address things and if you see you know if I'm a competitor of Amazon I'm like oh well you know this is the way that we get in there you know where we think we have an advantage chances are that Amazon is addressing it looking to you know move past it and you know absolutely the Amazon of 2019 is sure not the Amazon of 2018 or you know when you thought about it you know 2015 and it's big challenge for people as to because usually I think of something and you never get a second chance to make a first impression but it changes so much right everything changes that you know I need to revisit it it's like oh well this is the way I do things well Amazon has five different ways you can do that now um you know which one fits you best and I think that's important is different applications gonna have different characteristics that you want to be able to pull in and run in different ways yeah you know honestly I'm a huge fan of service I I think service is where a ton of different workloads are going to move into the future and I just see more and more companies migrating their existing you know everything from elastic Beanstalk applications so like vdq you know VMware images into the service environment and I like seeing that kind of uptick and someone recently I I can't remember who it was someone sent me a screenshot of their console with their ec2 instances in 2010 and maybe it was part of this 10-year challenge thing on Twitter where it's 2009 versus 2019 but they sent me you know they're in one large and the screenshot of the console from back then and they sent me a screenshot of 2019 and Wow things really have changed and you don't really notice it as much when you're using it every day but I can imagine you know their their Ops teams where they haven't logged into the console in three years because you know everything is done kind of in an automated fashion they set up their auto scaling group you know three years ago and then the only time they ever log in is to update to new instance types or something for the cost savings and I get messages on Twitter sometimes from people who are like whoa console got an update this is so cool and then sometimes we we get messages from people where you know we changed the EBS volume snapshotting things we had somebody who had it was like 130,000 EBS snapshots or something and they were like hey you removed my ability for me to select multiple snapshots it what it's like well you have a hundred and thirty thousand so we went in into the UI and we added a little icon that works better for large groups of snapshots you know if there's a customer pain point we will do everything we can to address it all right Randall Hunt really appreciate you sharing with us your experience what's going on with customers and absolutely that 10-year challenge we know things change fast we used to measure in decades I say now it's usually more like you know 18 to 24 months before between everything AWS in 2029 it's gonna be crazy and I can't I can't imagine what its gonna look like then all right well the cube we started broadcasting from in 2010 we appreciate you staying with us through 2019 check out the cube net for all of our programming I'm Stu minimun and thanks so much for watching the key

>> From San Francisco, it's theCUBE. Covering Girls in Tech Catalyst Conference. Brought to you by Girls in Tech. (upbeat music) >> Hey welcome back everybody, Jeff Frick here with theCUBE. We're in downtown San Francisco at the Girls in Tech Catalyst event. About 700 professionals, mainly women, a few men a busload of some kids came in to watch as well. And we're really excited to have the founder and CEO of Girls in Tech, Adriana Gascoigne. Adriana, first off congratulations on another great event. >> Thank you! Thanks so much, it's been awesome. All the energy, all the vibrancy in the room everyone's here to learn and grow and listen to these amazingly accomplished speakers from astronauts to venture capitalists to serial entrepreneurs, it's really exciting. >> They're great stories, I mean it's a really cool program just a single track program, single room. And they can have, how many sessions all together probably 30, like 15 a day? >> Lots. >> (chuckling) Lots. More than you can count. >> I think it's about 20 per day and then we also have some breakout sessions like workshops so it's a little more hands-on. We had a cocktail party last night, a lot of networking, a lot of connecting. So a lot of really productive ways of helping careers develop and also finding out about new and interesting opportunities and really connecting with other women in tech. Both in the high-tech sector as well as the start-up sector so it's really cool. >> Just some really simple advice, right? Like raise your hand, take advantage of new opportunities. Go into areas that you don't have expertise in. >> Be authentic, yeah. >> Ask questions. Be authentic, be curious. And that's what I really like. It's good, actionable, simple, straightforward things that you can do to advance your career. >> Exactly, exactly. >> You are everywhere. This organization has grown, (Adriana laughs) I keep an eye out on you on twitter and stuff obviously and you are all over the world so give us kind of an update as to where Girls in Tech is in terms of members and locations and kind of how it's grown over 11 years you've been at it. >> Yeah, over 11 years and our international or global footprint is something we're extremely proud of. We're in 60 chapters, so 60 cities around the world, in 36 countries and in six continents. And now we have over a hundred thousand active members. By the end of 2020, we're increasing that to 200,000 active members, approximately. And we're growing into 45 different cities and hopefully, knock on wood, in 100 chapters. So that's a pretty massive growth spurt that we're experiencing and there's just huge demand. Right now we have a list of over 160 people who want to start chapters in their city which is really telling about what people think about Girls in Tech, how our programs are impacting these tech communities, how we're empowering women to have a voice and really creating change within societies. So for us it's a pride thing but it's also the impact that we're making and really encouraging women to excel in their careers in tech. Whether it's become a manager at a start-up, or a high-tech executive, or start their own company. Everyone has a different path. We want people to find their passion and purpose in life and achieve that. Because if you do what you love and, you know, a lot of us do what we love, some of us don't. But if you do what you love you can be way more productive and happier. And at the end of the day, isn't that our goal? >> Exactly, and so much of the corporate participation has just skyrocketed too, since I think we first saw you a couple years ago in Phoenix. The number of corporate logos on the banner is fantastic. And really, the messages from the people we've talked to today is they not only see the value but want to get more involved and do more events with you guys. 'Cause they see, and it's altruistic a little bit, but it's also real basic business ROI. They need more good people and this is an avenue to get more good people. >> Exactly. I think diversity, inclusion is no longer a buzzword. They're really seeing the ROI in creating diverse workforces. It helps with building revenue. Right, so if you have a more diverse and innovative workforce, then you're able to create products and services that are more diverse, more comprehensive. You have more opportunities to problem solve in a creative way, so really there is a lot of different elements in addition to creating a company culture that's more conducive to creating safety and comfortable work environments for all employees. Minority groups, people of different genders, et cetera. So I think that it's something that is not just like I said, not just a buzzword. It's really important that they incorporate it into their strategy, overall business strategy. Recruiters are now flagging it as something that's extremely important 'cause they are seeing how it really impacts the company and their business. >> Right, really interesting story on the GoDaddy side. We've interviewed GoDaddy a ton of times at Grace Hopper. And I remember like GoDaddy, what are you doing at Grace Hopper? You guys were like the not as Grace Hopper of all. But they changed their culture and the interesting part of the story is it's a lot of little small steps can actually have a really, really big impact. And they've completely turned it and oh by the way, their financials are looking pretty good as well. So it definitely pays. >> Yeah, it's amazing. Yeah, GoDaddy was actually my very first sponsor. >> Really? >> Yeah. And so it's really exciting to see that. And people actually asked me, I mean they're so controversial, or they were in their Superbowl ads. Like, why would you go out on a limb and work with them? And I said, well I talked to their whole executive team. They hired this amazing CTO, happens to be a woman. We had multiple discussions about them changing their brand around and you know, everyone deserves a second chance, I believe. And so they ended up supporting not only the organization, but me as their leader, and I owe them a lot for that because we were able to produce the first Catalyst Conference as a result and many other programs. And more importantly start hiring a staff, have money to invest in operations, different resources for our chapters around the world, deploy more programs like our coding boot camps, our amplify business pitch competition, our global classroom which is our e-learning platform, our hacking for humanity series, so GoDaddy is is really, has been really a strong partner to us and we owe them a lot for our success. >> Right, well it's funny too, 'cause she said that they did the analysis and like 60% of their customers were women operating small businesses and it's like, hello, maybe there's a good thing there. >> Yeah, that is the entrepreneurial sector. That is the target, yeah. >> Well I know you're super, super busy. Give you the last word before I let you go, and again, thanks for having us. We're super excited to be back here again. And really, you put on such a great program. >> Thanks so much. Yeah, we always love working with theCUBE and we love you guys having a presence here and capturing the amazing soundbites and stories from our very accomplished speakers who happen to be amazingly passionate and amazingly altruistic. >> Yes, there's no shortage of energy in the room even though they're all a little tired, been a long week. (both laughing) All right well thanks again. >> Thank you. >> She's Adriana, I'm Jeff Frick, you're watching theCUBE from Girls in Tech Catalyst 2018. Thanks for watching. (upbeat music)