>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Hello and welcome to the Cubes coverage of VMRO 2020 Virtual this The Cube Virtual I'm John for your host, covering all the action for VM World not in person. This year it's virtual, so we're bringing you the virtual interviews remotely. We've got two great guest here. Marc Lemire, senior vice president general manager of the Cloud Services business unit at VM Ware and David Brown is the vice president for two at AWS Amazon Web services. Both Cube alumni's great to see you guys remotely Thanks. Coming on eso i first vm worlds not face to face. Usually it's great event reinvents Also gonna be virtual again. It's, you know, we're gonna get the content out there, but people still gotta know the news is gonna know what's going on. Um, I remember three years ago, I interviewed Pat Kelsey and Andy Jassy in San Francisco on the big announcement of AWS and VM Ware Uh, vm ware on a W s. Really? Since then, what a great partnership Not only has VM where have cleaned up their clarity around cloud. But the business performance mark has been phenomenal. Congratulations. All the data that we're reporting shows customers are leaning into it heavily Great adoption and super happy success. A US congratulations as well for great partnership. Mark three years, Uh, with the industry defining partnership. Ah, lot of people were skeptical. We're on the right side of history, I gotta say, we called >>it. That's right. It's an update. Yeah, No, look, we're super excited. Like you said, It's the third year anniversary of this game changing partnership and look, the relationship could not be stronger right across engineering the product teams to go to market teams really getting stronger and deeper every day. And at the end of the day, you know, of course, what it's about is innovating on behalf of our customers, delivering compelling new capabilities that allow them thio, migrate and modernize. And, you know, look, we're just really pleased with the partnership, right? And I think, as a result of that depth of joint engineering, building and delivering the service together, you know, we're proud to be able to say that it addresses are preferred public cloud partner for the Starbase workloads. >>You know, I remember at the time David talking to Terry Wise Ah, native West Side and Andy, of course on Ragu the architect for this vision of the partnership. And this changed how vm Ware has been doing partnerships on. I want to talk about that because I think that's a great use case of what I call the new cloud native reality that everyone's living in. But before we get there, Mark, there's some news tied around AWS and VM. Where could you take a minute to, uh, share the news around what's going on with VM World 10 0 You got connect. You got all kinds of enhancements. Just the update on the news. >>Yeah, sure. So you know, we continue Thio, listen closely to our customers and continue to deliver them new value, new capabilities and a few things we're gonna highlight at being world. The first is we've heard from many customers, you know, they love the ability to rapidly migrate their visa service workloads to the AWS Cloud and VMC on AWS is really a game changer. From that perspective on dso that continues to be really, really compelling use case for many customers. But what they've also said to us is, Look, it's not just about migrating to the cloud. It's also about migrating and then modernizing. And so, together with AWS, we have really brought together the richest set of tools for our customers to enable them to modernize those applications. Of course, we've talked about before. Customers have access to the full rich set of AWS services on Ben within VM or called on AWS. We're now announcing support for native kubernetes capabilities within VM Ware Cloud in eight of us taking advantage of the VM Ware Tansy Communities, good service. So we're really excited about bringing that that service in particular to our joint customers and then three other kind of key innovation that we're going to be talking about is around networking, right? And as our customer environments get larger and larger and they're looking to create a fairly sophisticated apologies between their on Prem Data Center between multiple VMC and AWS instances and between perhaps multiple native aws vpc s, we've done a lot of work together to really simplify the way that customers can connect all those environments together. Onda, maybe Dave wants toe talk a little about that. >>It did chime in. What's What's the news on your end to? What's the relationship and an update from the Amazon side for VM World? >>Yeah, absolutely. I mean, the partnership has just been incredible working with being where Right, Right? Right from four years ago, when we first started with the idea of what could be a W s and beyond where do together. I think we've seen really deep engineering engagement, but also leadership engagement on support from leadership on both sides was really set. Set us up for the partnership that we have today, which has been phenomenal. You know, Mark was just talking about the transit connect feature that beyond whereas adopting and what you really seen, there is years of innovation on the networking side of the sea to where we've really understood deeply what customers need from a network. Understood the fact that they're trying to recreate some of those large networked apologies that they're doing on premise on, then trying to support them in a cloud way of supporting them in a cloud about, like, way. And so, you know, transit gateways to service under the hood that we released about two years ago. It reinvent. And so what we've been doing with being where he's working out. What is Transit Gateway mean within the VM Ware environment? And so really bringing customers that that rich connectivity that they need? You know, whether it's between the BBC's between the VM Ware environments, even back to on Prem or between regions on DSO. That's what transit connect now on being where it's gonna be utilizing and bringing to customers we're pretty excited about. You know what that means for our customers? >>You know, one of the trends I see coming out all the announcements. David, I want to get your thoughts on it because we talked briefly a few months ago, uh, for your summit virtual. But I want you to kind of put it in context of VM Ware because you're seeing virtualization of physical things. You know, Nick's with Project Monterey and all that stuff with within video and software. You see to you guys have seen this vision not just compute, but you talk about networking. You know, you have the really the first time this convergence of physical own software virtual and This is not new to you guys. I know this is the premise of Amazon Cloud. First, you have the building blocks as three NBC too. But now a slew of other services. But this trend is gonna continue. Certainly with covert and work at home, there's mawr need firm or compute more different kinds of compute. You got the physical layer from the network of the devices. This isn't gonna go away. I mean, I would just need some interviews about Space Force, and they're talking about software to find, um, devices you can't do break fix in the space. So you know all this is gonna be done with software and this idea of the physical virtual coming together I mean, I know I love the Virtual Cube were not in person, which we were. But this virtualization trend around the hardware this is this'll is all about the sea, but the sea spinning for years. How does that relate >>to be inward customer? So, I mean, I think the VM ware customers experience which realization right long before ec2 was around as well. When being we're back in the day with being workstation, uh, it's it's kind of central to what they've been able to do, you know, being able to virtualized environments, being able to stand up environments ready very quickly on a physical machine is what the English board for the customer, Easy to started in a similar place. You know, the strength of the C two is being able to get a B m in a few minutes. Andi, you know, we've just grown the what we can support in a virtualized world. So you think about where we started with very simple machines, you know, today is supporting things like HPC and and advanced. You know, accelerators like GP use. And if p g A s and so we've already pushed the virtual world now, interestingly enough, you know, Vienna is obviously doing the same thing with their hyper visor. You know, many, many happy customers there. The really interesting thing it was through the innovation that we were doing on the easy to side to work out. How do we really get the most out of virtualization? Historically, virtualization is being played with things like jitter and just performance. You couldn't really get the network performance there with CPU would stall and those are sort of the old issues. The cloud in the innovation we've been doing is largely gotten rid of those. And so it's actually almost the the the ability to remove the virtualization from easy to. That really was the ingredient that enabled us to allow VM Ware to run on this. And so that's where it all started. Back in late 2016 we started to work with my team saying, You know, we've actually built the ability through our nitro system, um, to not require our virtualization layer. And then we could replace that virtualization with the VM Ware virtualization layer and that that set us up for what we have today, right? That that made VM ware on AWS a reality that gave the VM Ware customer you know, the full VM ware virtualization support, which is what the applications have been. Both Paul, that's what they've really come. Thio love. I don't want to change all of that when they moved to the cloud and so being able to move those workloads to the cloud for being where you know on on AWS and and get the benefit of great hardware design together with the great opera visor from being where obviously, it's a virtual the end of the day with a lot of innovation that we need to make him that >>mark. I wanna get your thoughts on this because I remember when we again years ago when we covered it again on the right side of history of the prediction, we said It's gonna be a great thing, afraid of us. And the end where some of the other commentary was at that time was Oh, my God. VM was lost at the capitulated Amazon is gonna suck all the thousands and thousands of VM where customers into the cloud and they're gonna eat him up in Vienna. Where is gonna be sitting there? Uh, you know, inside of the road. Okay. Not the case. Your business performance has been exceptional. Okay? The customers have been resonating with the offering. It's been a win win. Can you talk about the business momentum and how this continues to go? Because again, everyone got it wrong on that side. This has been exactly how you guys had heated up. I mean, a little bit here, and they're not exactly, But from a business perspective, it hit the mark. What's your thoughts? >>Yeah. No. Look, we've been incredibly pleased that the customer adoption that we've seen for the service, um, in fact, you know, the total workload count on the service has increased by over 140% versus this time last year, right? So clearly, customers are adopting the service at a large scale on growing rapidly. But I think you sort of feel that killed that back a little bit, right? It's It's really driven by three use cases and the value that we're able to deliver the customers right? And so if you're a customer, that's gotta be severe based workload in your own data center, and you want to move to the AWS Cloud. You know the fastest, lowest cost lowest Chris Way to move that workload is using VM Ware Cloud on AWS, right? And so it's that use case. It's powering a lot of that consumption. Another interesting use case that Xdrive in a lot of demand and that we continue to invest and expand is disaster recovery, right? So there's some customers that still want to run some more clothes in their own data centers, but they'd like to build leverage the public cloud as a target for disaster recovery. And you think about it you're talking about, you know, Cloud delivered as a service and the elasticity and all of those benefits. Those really playoff strongly in the d r use case where you Onley really want to spend up that capacity in the scenario where you actually need it, right in the case of a natural disaster. And so VM were recently acquired a company called Atrium and we're using that technology to enable a new service we call VM Ware. Cloud D are on top of the VMC on AWS offering, and this is a really powerful capability because it allows our customers to significantly reduce the cost of disaster recovery by taking advantage of AWS is low cost s three storage, combined with some unique capabilities in the day trip service that allows us to store the V M. D. K. Is very cost effectively on the next three storage. And then, in the case of a disaster, we can spin up those hosts. You know, they've talked about the nitro host. I've been spin up those bare metal host with the being more hyper visor on it and automatically restart those workloads without requiring any. VM conversion is because, of course, it's all all these fear based, right? So you know, it's so we're really pleased with the business performance, but you know, sort of behind that, of course, is the value that we can deliver to our joint customers together. >>You know, the integration thing is interesting again. I think the success is that there's a partnership at the highest levels and trickles down into engineering. David, talk about what's next for AWS because, you know, after cloud, you've got cloud native integrations. They're gonna be needed across more partners and more customers. Um, but they don't wanna do the heavy lifting, right? So So if I'm a customer like, hey, you know what? I just want Mawr Cloud scale. I want more cloud capabilities, but I don't want to do all this integration. How does how does Amazon view that conversation? Because again, that's one of the things that every interview, every reinvent every time I talk to Andy and the team. It's undifferentiated, heavy lifting what our customers asking for free from from you guys. VM, where customers and What's the What's your thoughts on this? What do you guys thinking about right now? >>Absolutely. I think market head on a couple of key points there as well or at the customer in this case, off. I have a workload today that I run in my data center or running a cola facility, whatever it might be. And I run it for many years, Um, in many cases working with customers in industries like healthcare and finance. You know, where they've actually had these thes applications qualified or certified? I'm to actually one on that hardware. And so, you know, requiring them to move to a different hyper visor is obviously a ready they'd lift and may slow down the ultimate migration to the cloud. Um And so having vm ware cloud on AWS and the ability to say to those customers, you know, just bring your application and you'll workload and and honestly the benefit of the entire ecosystem that VM Ware provides and come and enjoy that on AWS and burst into aws eso that's just been enormously beneficial for our in customer, For AWS is probably aware. I think that's the thing that really makes the partnership incredibly strong. And from there, you know, these customers can pivot. And so one of the things that we've been doing together with Vienna, where is ongoing innovation? Right. So we recently just launched, um, support for our I three n uh storage instance type, which offers up to 50% discount storage per gig with VM ware. And there's a lot that went into that behind the scenes to make sure that that instance type is perfectly tuned for what VM were needed for their end customer. We're very excited to get that out. There are many, many customers so excited about the benefit that that brings to them, right? So they're getting all the benefit of AWS innovation while they keep the benefits that they've been enjoying on the VM Ware side. Um, and you know, that speaks to the largest sort of approach that AWS has taken in in several industries across several industries. Right being where, I think is probably the best example of that. But if you look at many other areas like our networking products, customers will often come to us and say, you know, I love using a certain type of load balance. So I love using this firewall. Um, you know, within my environment. And we have great partnerships of all those companies to say if your customer, while joint customer, wants to use whatever appliance, whatever application, you know, we have a full market place full of thousands of applications that are all certified to run on us. We want to make sure we can meet those customers where they are and simplify the immigration story for them as much as we can. >>All right, So I gotta put you guys on the spot. Mark will start with you, but you can't get the same answer. Um, to the same question. The question is, what are the customers most happy with with the partnership from a feature perspective? What's the one? What? What would you say, Mark, um is the big Ah ha. This really is amazing. I'm so happy because of this feature capability. >>Yeah, yeah, I mean, a little bit back to the discussion we're having before, but I think you know the killer use case Really for the service today is that cloud migration use case I was talking about before. And if you think about what it might have taken them previously. Right? Uh, you know, expensive time consuming. Um, you know, it requires changes to their environment. In some cases, with with VM or cloud on AWS, we could take the cloud migration that would previously been taken them perhaps years, millions or tens of millions of dollars. And we can shrink that down toe literally months, right. We have some customers like m i t. That migrated hundreds of applications literally over a weekend. Right. And we're able to do that because it's the same core enterprise Class V, and where capabilities of the customers already optimized their application to run on in their own data centers that now we've enabled on AWS as a cloud service so that that cloud migration use case kind of combined with the fact that we're, um that were delivered to them as a service in the AWS cloud. I think is, uh, you know, one of the one of the use cases that a lot of customers find extremely attractive. >>Alright, David, your turn from an M. A w s perspective. What are people happy with you for on this partnership? What praises? Are you getting some your way When someone says, Hey, man, this partners has been great. Amazon really is awesome for this. What would you say to that? >>Eso, you know, watch book about the migration I was going to choose sort of, You know, once they're in aws, um, the benefits of the power brakes writes the ability to scale on the mind. E think one of the great things about the record in AWS that VM Ware did is already built it as a cloud native service. And so, you know, the customers are able to provision additional capacity very easily. We have that capacity available on AWS, and so they're able to meet any sort of unexpected demand of scale. Um, and then together with the breadth of services that we have on a diverse is Well, you know, you and we've we thought very carefully about how being were customer would want to consume those and to make sure that the whole system set up to allow that to happen. And so allowing them to to broaden what they're using over time, is there. Engineers and teams find other services that allow them to innovate faster and, you know, bold more interesting applications so that it integrates incredibly well between AWS and VMware and customers benefit from that. >>I wanna ask you guys, um, or in the industry side, um, to comment on cloud native, um, mainly because one we cover it into it's kind of important trend. Um, recently, snowflake went public with the largest i p on the history of the of Wall Street, and it's an enterprise company. Okay, Um, and I was using that as an example because actually being where was the second most popular, uh, Hypo happens to be another enterprise company if and I was commenting on this, and I want to get your reaction to it And that is, is that if you look at the mega trend that's going on now, of all the things people talk about, it's the cloud native That's the most interesting, because this is all the value. If you look at the modern applications all the way down to the networking, everything in between. It's all about cloud native, And it's not just about cloud public cloud. It's not about It's an operating model when we talk about that. But Cloud native is the big wave that people are on. And if you're on it, your modern. This is not just hand waving. It's legit. I mean, you're seeing benefits of it. You're seeing speed, time to value all the things that people talk about, it, the events. Could you guys comment on why Cloud native is so important today and why customers and developers should be really thinking through what that is for them. Um, David will start with you. >>Absolutely. So for us part native really means, you know, have you built your application in a way that takes advantage of the benefits of the cloud? And so are you able to scare the application horizontally? Are you able, Thio? You know, building away That's redundant Across multiple data centers. Are you able to utilize services that are provided by, you know, aws, the cloud provider Thio to not have your teams build that And so what it ultimately means is you're able to spend more time focused on on building stuff that really matters. You know, if your application So you mentioned Snowflake, you know there are a great AWS customer work very closely with them and and they're able Thio, have us around a lot of the infrastructure, all the infrastructure for them in the power. And they can really focus on building an absolutely incredible data, whereas in solution for their end customer and we innovate very closely with them. And so that's really what it means, you know. And I think organizations that have gotten themselves there ready get a lot of benefit. They're able to innovate faster. They're able Thio deliver more to the end customer. You know, we spent a lot of time with companies that you wouldn't say a cloud native today and as a cloud provider, azi exciting as it is to support the cloud native customer, it's also incredibly important that we find a way to support the company. That's on a journey towards adopting the cloud, right? They've got a long history. Maybe they've been around for many, many, many years. Andi, I've got a large application stack that they need to move. And so that's where our migration programs really support customers. You need to bring non card native applications and then we're able to work with them over time to make them, you know, more cloud native and get a lot of those benefits. And so it's a journey that I think many of companies on. Some started there, and some have a way to get their differently. Has a lot of benefit. >>Isn't Snowflake really in Just a example of value creation? I mean, it's not about that. They're on Amazon. You're happy about that. But it shows that you don't have to go a certain way. If you create value, speed, scale speaks for itself. So that's just that could be an enterprise. That could be startup. That could be the Cube. It could be anybody, right? I mean, don't you see it that way? >>Absolutely. Absolutely. I mean, they had a great use case that a customer need. It's in a really interesting area, obviously dealing with big data. And so I think you know, there's there's really no limit there, >>Mark. You guys are in the modern app. That's what you're hearing. It's one of the things that people gonna wanna come out of co vid. They're gonna wanna have a growth strategy. Cloud native. Why is it important? And what's your take on this? What's your reaction to the cloud native being the big wave? >>Yeah, I mean, I think. I think Dave said it. You know very well. I mean, when I talked to customers, you know, regardless of where they are in that journey, they all have some form of digital transformation agenda. Right? And at the end of the day, they wanna deliver better services to their end customers because they know that's what different is going to differentiate them. Or they want a better empower their employees, right? And as part of trying to deliver that value to their customers, their employees, you know, they want to focus their time and energy on the things that really differentiate them. Right? And, you know, for many of them that that means, you know, they don't wanna have to worry about, you know, upgrading some infrastructure software, right? That's not that's not delivering value to their to their customers. And so, you know, I think as they go down that journey, you know, we're really pleased to be ableto partner. What they did you ask to be able to create these, uh, you know, these powerful platforms together between VM ware and AWS that really deliver a lot of value to customers and allow them to focus on what's important their business, right? And, you know, by bringing together those enterprise class VM, or capabilities that hundreds of thousands of customers trust for their most mission critical workloads. Combining that with eyes, they have talked about the possibility of agility, the scalability of the dust cloud and then sort of, you know, not just those existing workloads, but also enabling a rich set of new services those customers can take advantage of to modernize. You know, whether it's VM Ware services like I talked about before with our native kubernetes capability built into BMC or whether it's the you know, hundreds and growing portfolio abated bus services, you know, giving them all, giving them the power of that full toolkit as a service so they can focus on building value on top. I mean, that's e think, really they want an equation. But that's why so many customers are moving down that path together with us. >>Well, congratulations. I want to say to you because David Lynch has been digging into the buyer behavior data, looking at the what the budget projections gonna be and VM ware on AWS has been strongly performing, and it's doing really well. Congratulations. And David. Great to have you back on. And you got reinvent less than 60 days away. Can you give us a little taste, teaser and taste of what you got going on? I know you can't reveal, but what kind of generally we're gonna be seeing at reinvent, uh, with E c two and your team >>absolutely reinvents a little different this year. It's It's obviously virtual on, so we're pretty excited about that. We think it will bring a new flavor. And so there's a lot of planning going on both in terms of product delivery. It was a It was a great time of year for us as we finish up a lot about big releases aimed at reinvent, then obviously working on content and presentations. And so, you know, a lot of interesting stuff for customers to think about is that >>they're not revealing anything. You just you know. Okay, you're gonna have some announcements. I'm sure you see two. That's a big announcements. Exactly. Hiding the ball, as they say. David Brown, vice president of Easy to it. Amazon Web services. AWS, Markle, Omar s v P. And GM. A cloud Service business unit at VM Ware. Um, great partnership. Congratulations. We'll be following it. Thanks for coming. I appreciate it. Thank >>you very much. >>Okay, I'm John. For with the Cube. We're here in Palo Alto. Remote for the Cube. Virtual for VM World 2020. Virtual couldn't be face to face. We're doing our best with our cube virtual to get you the content. Thanks for watching.

[Music] hello and welcome to the Palo Alto students leaky bomb John Farrar we're here for a special cube conversation and special report big news from VMware discuss the launch of the availability of vSphere 7 I'm here with Chris Prasad SVP and general manager of the vSphere business and cloud platform business unit and Paul Turner VP a VP of Product Management guys thanks for coming in and talking about the big news thank you for having us you guys announced some interesting things back in march around containers kubernetes and the vSphere Chris just about the hard news what's being announced today we are announcing the general availability of vSphere 7 John it's by far the biggest release that we have done in the last 10 years we previewed it this project Pacific a few months ago with this release we are putting kubernetes native support into the vSphere platform what that allows us to do is give customers the ability to run both modern applications based on kubernetes and containers as well as traditional VM based applications on the same platform and it also allows the IT departments to provide their developers cloud operating model using the VMware cloud foundation that is powered by this release this is a key part of our tansu portfolio of solutions and products that we announced this year and it is star gated fully at the developers of modern applications and the specific news is vSphere 7 is general available generally vSphere 7 yes ok that so let's on the trend line here the relevance is what what's the big trend line that this is riding obviously we saw the announcements at VMware last year and throughout the year there's a lot of buzz pascal sternness says there's a big wave here with kubernetes what does this announcement mean you guys with the marketplace trend yeah so what kubernetes is really about is people trying to have an agile operation they're trying to modernize their IT applications and they the best way to do that is build off your current platform expand it and make it a an innovative a agile platform for you to run kubernetes applications and VM applications together I'm not just that customers are also looking at being able to manage a hybrid cloud environment both on pram and public cloud together so they want to be able to evolve and modernize their application stack but modernize their infrastructure stack which means hybrid cloud operations with innovative applications kubernetes or container based applications on VMs what's excited about this trend increase we were talking with us at vmworld last year and we've had many conversations around cloud native but you're seeing cloud native becoming the operating model for modern business I mean this is really the move to the cloud if you look at the successful enterprises and even the suppliers the on-premises piece if not move to the cloud native marketplace technologies the on premise isn't effective so it's not so much on premises going away we know it's not but it's turning into cloud native this is the move to the cloud generally this is a big wave yeah absolutely I mean if John if you think about it on-premise we have significant market share by far the leader in the market and so what we are trying to do with this is to allow customers to use the current platform they are using but bring their application modern application development on top of the same platform today customers tend to set up stacks which are different right so you have a kubernetes stack you have a stack for the traditional applications you have operators and administrators who are specialized in kubernetes on one side and you have the traditional VM operators on the other side with this move what we are saying is that you can be on the same common platform you can have the same administrators who are used to administering the environment that you already had and at the same time offer the developers what they like which is kubernetes dial-tone that they can come and deploy their applications on the same platform that you use for traditional applications yeah Paul Paul Pat said kuba is gonna be the dial tone on the Internet most Millennials might even know what dial tone is but if what he meant is is that's the key fabric that's gonna work a straight and you know we've heard over the years skill gap skill gap not a lot of skills out there but when you look at the reality of skills gap it's really about skills gaps and shortages not enough people most CIOs and chief information security are so that we talk to you say I don't want to fork my development teams I don't want to have three separate teams so I don't have to I I want to have automation I want an operating model that's not gonna be fragmented this kind of speaks to this whole idea of you know interoperability and multi-cloud this seems to be the next big way behind ibrid I think it I think it is the next big wake the the thing that customers are looking for is a cloud operating model they like the ability for developers to be able to invoke new services on demand in a very agile way and we want to bring that cloud operating model to on-prem to Google cloud to Amazon Cloud to Microsoft cloud to any of our VC peepee partners you get the same cloud operating experience and it's all driven by a kubernetes based dial-tone it's effective and available within this platform so by bringing a single infrastructure platform that can one run in this hybrid manner and give you the cloud operating agility that developers are looking for that's what's key in version seven says Pat Kelsey near me when he says dial tone of the internet kubernetes does he mean always on or what does he mean specifically just that it's always available what's what's is what's the meaning behind that that phrase no I the first thing he means is that developers can come to the infrastructure which is the VMware cloud foundation and be able to work with a set of api's that are kubernetes api s-- so developers understand that they are looking for that they understand that dial tone right and you come to our VMware cloud foundation once across all these clouds you get the same API said that you can use to deploy that application okay so let's get into the value here of vSphere seven how does VMware vSphere seven specifically help customers isn't just bolting on kubernetes to vSphere some will say is it that's simple or used whether you're running product management no it's not that easy it's yeah some people say hey use bolton kubernetes on vSphere it's it's not that easy so so one of the things if if anybody's actually tried deploying kubernetes first it's highly complicated um so so definitely one of the things that we're bringing is you call it a Bolton but it's certainly not like that we are making it incredibly simple you talked about IT operational shortages customers want to be able to deploy kubernetes environments in a very simple way the easiest way that we can you can do that is take your existing environment that are out ninety percent of IT and just turn on turn on the kubernetes dial tone and it is as simple as that now it's much more than that in version seven as well we're bringing in a couple things that are very important you also have to be able to manage at scale just like you would in the cloud you want to be able to have infrastructure almost self manage and upgrade and lifecycle manage itself and so we're bringing in a new way of managing infrastructure so that you can manage just large scale environments both on-premise and public cloud environments and scale and then associated with that as well is you must make it secure so there's a lot of enhancements we're building into the platform around what we call intrinsic security which is how can we actually build in truly a trusted platform for your developers and IT yeah I mean I was just going to touch on your point about the shortage of IT staff and how we are addressing that here the the way we are addressing that is that the IT administrators that are used to administering vSphere can continue to administer this enhanced platform with kubernetes the same way they administered the older releases so they don't have to learn anything new they are just working the same way we are not changing any tools process technologies it was before same as it was before more capable dealer and developers can come in and they see new capabilities around kubernetes so it's best of both worlds and what was the pain point that you guys are so obviously the ease-of-use is critical Asti operationally I get that as you look at the cloud native developer Saiga's infrastructure as code means as app developers on the other side taking advantage of it what's the real pain point that you guys are solving with vSphere 7 so I think it's it's it's multiple factors so so first is we've we've talked about agility a few times right there is DevOps is a real trend inside an IT organizations they need to be able to build and deliver applications much quicker they need to be able to respond to the business and to do that what they are doing is they need infrastructure that is on demand so what what we're really doing in the core kubernetes kind of enablement is allowing that on-demand fulfillment of infrastructure so you get that agility that you need but it's it's not just tied to modern applications it's also your all of your existing business applications and your modern applications on one platform which means that you know you've got a very simple and and low-cost way of managing large-scale IT infrastructure so that's that's a huge piece as well and and then I I do want to emphasize a couple of other things it's it we're also bringing in new capabilities for AI and ML applications for sa P Hana databases where we can actually scale to some of the largest business applications out there and you have all of the capabilities like like the GPU awareness and FPGA where FPGA awareness that we built into the platform so that you can truly run this as the fastest accelerated platform for your most extreme applications so you've got the ability to run those applications as well as your kubernetes and container based applications that's the accelerate application innovation piece of the announcement right that's right yeah it's it's it's quite powerful that we've actually brought in you know basically new hardware awareness into the product and expose that to your developers whether that's through containers or through VMs which I want to get your thoughts on the ecosystem and then in the community but I want to just dig into one feature you mentioned I get the lifestyle improvement a life cycle improvement I get the application acceleration innovation but the intrinsic security is interesting could you take a minute explain what that is yeah so there's there's a few different aspects one is looking at how can we actually provide a trusted environment and that means that you need to have a way that the key management that even your administrator is not able to get keys to the kingdom as we would call it you you want to have a controlled environment that you know some of the worst security challenges inside and some of the companies has been your in choler internal IT staff so you've got to have a way that you can run a trusted environment and independent we've got these fair trust authority that we released in version 7 that actually gives you a a secure environment for actually managing your keys to the kingdom effectively your certificates so you've got this you know continuous runtime now not only that we've actually gone and taken our carbon black features and we're actually building in full support for carbon black into the platform so that you've got negative security of even your application ecosystem yeah that's been coming up a lot in conversations the carbon black in the security piece chrishelle see these fear everywhere having that operating model makes a lot of sense but you have a lot of touch points you got cloud hyper scale is that the edge you got partners so the other dominant market share and private cloud we are on Amazon as you well know as your Google IBM cloud Oracle cloud so all the major clouds there is a vSphere stack running so it allows customers if you think about it right it allows customers to have the same operating model irrespective of where their workload is residing they can set policies compliance security they said it once it applies to all their environments across this hybrid cloud and it's all fun a supported by our VMware cloud foundation which is powered by vSphere 7 yeah I think having that the cloud is API based having connection points and having that reliable easy to use is critical operating model all right guys so let's summarize the announcement what do you guys take dare take away from this vSphere 7 what is the bottom line what's what's it really mean I I think what we're if we look at it for developers we are democratizing kubernetes we already are in ninety percent of IT environments out there are running vSphere we are bringing to every one of those vSphere environments and all of the virtual infrastructure administrators they can now manage kubernetes environments you can you can manage it by simply upgrading your environment that's a really nice position rather than having independent kind of environments you need to manage so so I think that's that is one of the key things that's in here the other thing though is there is I don't think any other platform out there that other than vSphere that can run in your data center in Google's in Amazon's in Microsoft's in you know thousands of VC PP partners you have one hybrid platform that you can run with and that's got operational benefits that's got efficiency benefits that's got agility benefits yeah I just add to that and say that look we want to meet customers where they are in their journey and we want to enable them to make business decisions without technology getting in the way and I think the announcement that we made today with vSphere 7 is going to help them accelerate their digital transformation journey without making trade-offs on people process and technology and there's more to come look we're laser focused on making our platform the best in the industry for running all kinds of applications and the best platform for a hybrid and multi cloud and so you'll see more capabilities coming in the future stay tuned well one final question on this news announcement which is this awesome vSphere core product for you guys if I'm the customer tell me why it's gonna be important five years from now because of what I just said it is the only platform that is going to be running across all the public clouds right which will allow you to an operational model that is consistent across the clouds so think about it if you go to Amazon native and then you have orc Lord in Azure you're going to have different tools different processes different people trained to work with those clouds but when you come to VMware and you use our cloud foundation you have one operating model across all these environments and that's going to be game-changing great stuff great stuff thanks for unpacking that for us graduates on the insulin thank you at vSphere 7 News special report here inside the cube conversation I'm John Ferger thanks for watching [Music]

[Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] hello and welcome to the Palo Alto students leaky bomb John free we're here for a special cube conversation and special report big news from VMware to discuss the launch of the availability of vSphere seven I'm here with Chris Prasad SVP and general manager of the vSphere business and cloud platform business unit and Paul Turner VP a VP of Product Management guys thanks for coming in and talking about the big news thank you for having us you guys announced some interesting things back in march around containers kubernetes and the vSphere there's just about the hard news what's being announced today we are announcing the general availability of vSphere 7 John it's by far the biggest release that we have done in the last 10 years we previewed it this project Pacific a few months ago with this release we are putting kubernetes native support into the vSphere platform what that allows us to do is give customers the ability to run both modern applications based on kubernetes and containers as well as traditional VM based applications on the same platform and it also allows the IT departments to provide their developers cloud operating model using the VMware cloud foundation that is powered by this release this is a key part of our tansu portfolio of solutions and products that we announced this year and it is targeted fully at the developers of modern applications and the specific news is vSphere 7 is general available you know really vSphere 7 yes ok that so let's on the trend line here the relevance is what what's the big trend line that this is riding obviously we saw the announcements at VMworld last year and throughout the year there's a lot of buzz Pat Keller says there's a big wave here with kubernetes what does this announcement mean for you guys with the marketplace trend yeah so what kubernetes is really about is people trying to have an agile operation they're trying to modernize their IT applications and they the best way to do that is build off your current platform expanded and and make it a an innovative a agile platform for you to run kubernetes applications and VM applications together I'm not just that customers are also looking at being able to manage a hybrid cloud environment both on Prem and public cloud together so they want to be able to evolve and modernize their application stack but modernize their infrastructure stack which means hybrid cloud operations with innovative applications kubernetes or container based applications and VMs what's excited about this trend Chris we were talking with us at VMworld last year and we've had many conversations around cloud native but you're seeing cloud native becoming the operating model for modern business I mean this is really the move to the cloud if you look at the successful enterprises even the suppliers the on-premises piece if not move to the cloud native marketplace technologies the on premise isn't effective so it's not so much on premises going away we know it's not but it's turning into cloud native this is the move to the cloud generally this is a big wave yeah absolutely I mean if Jon if you think about it on-premise we have significant market share by far the leader in the market and so what we are trying to do with this is to allow customers to use the current platform they are using but bring their application modern application development on top of the same platform today customers tend to set up stacks which are different right so you have a kubernetes stack you have a stack for the traditional applications you have operators and administrators who are specialized in kubernetes on one side and you have the traditional VM operators on the other side with this move what we are saying is that you can be on the same common platform you can have the same administrators who are used to administering the environment that you already had and at the same time offer the developers what they like which is kubernetes dial-tone that they can come and deploy their applications on the same platform that you use for traditional applications yep all Pat said Cuba is gonna be the dial tone on the internet most Millennials might even know what dial tone is but a buddy mince is is that's the key fabric there's gonna work a straight and you know we've heard over the years skill gap skill gap not a lot of skills out there but when you look at the reality of skills gap it's really about skills gaps and shortages not enough people most CIOs and chief and major security are so that we talk to you say I don't want to fork my development teams I don't want to have three separate teams so I don't have to I want to have automation I want an operating model that's not gonna be fragmented this kind of speaks to this whole idea of you know interoperability and multi-cloud this seems to be the next big way behind ibrid I think it I think it is the next big wake the the thing that customers are looking for is a cloud operating model they like the ability for developers to be able to invoke new services on demand in a very agile way and we want to bring that cloud operating model to on-prem to Google cloud to Amazon Cloud to Microsoft cloud to any of our VC peepee partners you get the same cloud operating experience and it's all driven by a kubernetes based dial-tone it's effective and available within this platform so by bringing a single infrastructure platform that can one run in this hybrid manner and give you the cloud operating agility that developers are looking for that's what's key in version seven says Pat Kelsey near me when he says dial tone of the internet kubernetes does he mean always on or what does he mean specifically just that it's always available what's what says what's the meaning behind that that phrase the the first thing he means is that developers can come to the infrastructure which is the VMware cloud foundation and be able to work with a set of api's that are kubernetes api s-- so developers understand that they're looking for that they understand that dial tone right and you come to our VMware cloud foundation that runs across all these clouds you get the same API said that you can use to deploy their application okay so let's get into the value here of vSphere seven how does VMware vSphere 7 specifically help customers isn't just bolting on kubernetes to vSphere some will say is it that's simple or are you running product management no it's not that easy it's yeah some people say hey just Bolton kubernetes on vSphere it's it's not that easy so so one of the things if if anybody's actually tried deploying kubernetes first it's it's highly complicated um so so definitely one of the things that we're bringing is you call it a bolt on but it's certainly not like that we are making it incredibly simple you talked about IT operational shortages customers want to be able to deploy kubernetes environments in a very simple way the easiest way that we can you can do that is take your existing environment that are out ninety percent of IT and just turn on turn on the kubernetes dial tone and it is as simple as that now it's much more than that in version 7 as well we're bringing in a couple things that are very important you also have to be able to manage at scale just like you would in the cloud you want to be able to have infrastructure almost self-managed and upgrade and lifecycle manage itself and so we're bringing in a new way of managing infrastructure so that you can manage just large scale environments both on-premise and public cloud environments and scale and then associated with that as well is you must make it secure so there's a lot of enhancements we're building into the platform around what we call intrinsic security which is how can we actually build in truly a trusted platform for your developers and IIT yeah I mean I I was just going to touch on your point about the shortage of IT staff and how we are addressing that here the the way we are addressing that is that the IT administrators that are used to administering vSphere can continue to administer this enhanced platform with kubernetes the same way administered the older laces so they don't have to learn anything new they're just working the same way we are not changing any tools process technologies so same as it was before same as it was before more capable dealer and developers can come in and they see new capabilities around kubernetes so it's best of both worlds and what was the pain point that you guys are so obviously the ease-of-use is critical Asti operationally I get that as you look at the cloud native developer Saiga's infrastructure as code means as app developers on the other side taking advantage of it what's the real pain point that you guys are solving with vSphere 7 so I think it's it's it's multiple factors so so first is we've we've talked about agility a few times right there is DevOps as a real trend inside an IT organizations they need to be able to build and deliver applications much quicker they need to be able to respond to the business and to do that what they are doing is is they need infrastructure that is on demand so what what we're really doing in the core kubernetes kind of enablement is allowing that on-demand fulfillment of infrastructure so you get that agility that you need but it's it's not just tied to modern applications it's also your all of your existing business applications and your monitoring applications on one platform which means that you know you've got a very simple and and low-cost way of managing large-scale IT infrastructure so that's a that's a huge piece as well and and then I I do want to emphasize a couple of other things it's we're also bringing in new capabilities for AI and m/l applications for sa P Hana databases where we can actually scale to some of the largest business applications out there and you have all of the capabilities like like the GPU awareness and FPGA were FPGA awareness that we built into the platform so that you can truly run this as the fastest accelerated platform for your most extreme applications so you've got the ability to run those applications as well as your kubernetes and container based applications that's the accelerated application innovation piece of the announcement right that's right yeah it's it's it's quite powerful that we've actually brought in you know basically new hardware awareness into the product and expose that to your developers whether that's through containers or through VMs Chris I want to get your thoughts on the ecosystem and then the community but I want to just dig into one feature you mentioned I get the lifestyle improvement a life cycle improvement I get the application acceleration innovation but the intrinsic security is interesting could you take a minute explain what that is yeah so there's there's a few different aspects one is looking at how can we actually provide a trusted environment and that means that you need to have a way that the the key management that even your administrator is not able to get keys to the kingdom as we would call it you you want to have a controlled environment that you know some of the worst security challenges inside and some of the companies has been your Intel or internal IT staff so you've got to have a way that you can run a trusted environment in independent we've got these fair trust Authority that we released in version 7 that actually gives you a a secure environment for actually managing your keys to the kingdom effectively your certificates so you've got this you know continuous runtime now not only that we've actually gone and taken our carbon black features and we're actually building in full support for carbon black into the platform so that you've got negative security of even your application ecosystem yeah that's been coming up a lot conversations the carbon black in the security piece Chris obviously have vsphere everywhere having that operating model makes a lot of sense but you have a lot of touch points you got cloud hyper scale is got the edge you got partners so the other dominant market share and private cloud we are on Amazon as you well know as your Google IBM cloud Oracle cloud so all the major clouds there is a vSphere stack running so it allows customers if you think about it right it allows customers to have the same operating model irrespective where their workload is residing they can set policies compliance security they said it once it applies to all their environments across this hybrid cloud and it's all for a supported by our VMware cloud foundation which is powered by vSphere 7 yeah I think having that the cloud is API based having connection points and having that reliable easy to use is critical operating model all right guys so let's summarize the announcement what do you guys take Derek take away from this vSphere 7 what is the bottom line what's what's it really mean I think what we're if we look at it for developers we are democratizing kubernetes we already are in 90% of IT environments out there are running vSphere we are bringing to every one of those be sphere environments and all of the virtual infrastructure administrators they can now manage kubernetes environments you can you can manage it by simply upgrading your environment that's a really nice position rather than having independent kind of environments you need to manage so so I think that's that is one of the key things that's in here the other thing though is there is I don't think any other platform out there that other than vSphere that can run in your data center in Google's in Amazon's in Microsoft's in you know thousands of VC PP partners you have one hybrid platform that you can run with and that's got operational benefits that's got efficiency benefits that's got agility benefits yeah I just add to that and say that look we want to meet customers where they are in their journey and we want to enable them to make business decisions without technology getting in the way and I think the announcement that we made today with vSphere 7 is going to help them accelerate their digital transformation journey without making trade-offs on people process and technology and there's more to come that we're laser focused on making our platform the best in the industry for running all kinds of applications and the best platform for a hybrid and multi cloud and so you'll see more capabilities coming in the future stay tuned oh one final question on this news announcement which is this awesome vSphere core product for you guys if I'm the customer tell me why it's gonna be important five years from now because of what I just said it is the only platform that is going to be running across all the public clouds right which will allow you to have an operational model that is consistent across the clouds so think about it if you go to Amazon native and then you have orc Lord and as your you're going to have different tools different processes different people trained to work with those clouds but when you come to VMware and you use our cloud foundation you have one operating model across all these environments and that's going to be game-changing great stuff great stuff thanks for unpacking that for us graduates on the insulin Thank You Vera bees fear 7 News special report here inside the cube conversation I'm John Farrar your thanks for watch [Music] and welcome back everybody Jeff Rick here with the cube we are having a very special Q conversation and kind of the the ongoing unveil if you will of the new VMware vSphere 7 dot gonna get a little bit more of a technical deep dive here today we're excited to have a longtime cube alumni kit Kolbert here is the vp and CTO cloud platform at being work it great to see you yeah and and new to the cube jared rose off he's a senior director of product management at VMware and I'm guessin had a whole lot to do with this build so Jared first off congratulations for birthing this new release and great to have you on board alright so let's just jump into it from kind of a technical aspect what is so different about vSphere seven yeah great so vSphere seven baek's kubernetes right into the virtualization platform and so this means that as a developer I can now use kubernetes to actually provision and control workloads inside of my vSphere environment and it means as an IT admin I'm actually able to deliver kubernetes and containers to my developers really easily right on top of the platform I already run so I think we had kind of a sneaking suspicion that that might be coming when the with the acquisition of the hefty Oh team so really exciting news and I think it you tease it out quite a bit at VMware last year about really enabling customers to deploy workloads across environments regardless of whether that's on Prem public cloud this public cloud that public cloud so this really is the the realization of that vision yes yeah so we talked at VMworld about project Pacific right this technology preview and as Jared mentioned of what that was was how do we take kubernetes and really build it into vSphere as you know we had a hybrid cloud vision for quite a while now how do we proliferate vSphere to as many different locations as possible now part of the broader VMware cloud foundation portfolio and you know as we've gotten more and more of these instances in the cloud on-premises at the edge with service providers there's a secondary question how do we actually evolve that platform so it can support not just the existing workloads but also modern work clothes as well right all right so I think you brought some pictures for us a little demo so why don't ya well into there and let's see what it looks like you guys can cube the demo yes we're gonna start off looking at a developer actually working with the new VMware cloud foundation for an vSphere 7 so what you're seeing here is the developers actually using kubernetes to deploy kubernetes the self eating watermelon right so the developer uses this kubernetes declarative syntax where they can describe a whole kubernetes cluster and the whole developer experience now is driven by kubernetes they can use the coop control tool and all of the ecosystem of kubernetes api is and tool chains to provision workloads right into vSphere and so you know that's not just provisioning workloads though this is also key to the developer being able to explore the things they've already deployed so go look at hey what's the IP address that got allocated to that or what's the CPU load on this you know workload I just deployed on top of kubernetes we've integrated a container registry into vSphere so here we see a developer pushing and pulling container images and you know one of the amazing things about this is from an infrastructure as code standpoint now the developers infrastructure as well as their software is all unified in source control I can check in not just my code but also the description of the kubernetes environment and storage and networking and all the things that are required to run that app so now we're looking at a sort of a side-by-side view where on the right hand side is the developer continuing to deploy some pieces of their application and on the left-hand side we see V Center and what's key here is that as the developer deploys new things through kubernetes those are showing up right inside of the V center console and so the developer and IT are seeing exactly the same things with the same names and so this means what a developer calls their IT department says hey I got a problem with my database we don't spend the next hour trying to figure out which VM they're talking about they got the same name they say they see the same information so what we're gonna do is that you know we're gonna push the the developer screen aside and start digging into the vSphere experience and you know what you'll see here is that V Center is the V Center you've already known and loved but what's different is that now it's much more application focused so here we see a new screen inside of V Center vSphere namespaces and so these vSphere namespaces represent whole logical applications like a whole distributed system now as a single object inside a V Center and when I click into one of these apps this is a managed object inside of e spear I can click on permissions and I can decide which developers have the permission to deploy or read the configuration of one of these namespaces I can hook this into my Active Directory infrastructure so I can use the same you know corporate credentials to access the system I tap into all my existing storage so you know this platform works with all of the existing vSphere storage providers can use storage policy based management to provide storage for kubernetes and it's hooked in with things like DRS right so I can define quotas and limits for CPU and memory and all that's going to be enforced by Drs inside the cluster and again as an as an admin I'm just using vSphere but to the developer they're getting a whole kubernetes experience out of this platform now vSphere also now sucks in all this information from the kubernetes environment so besides you know seeing the VMS and and things that developers have deployed I can see all of the desired state specifications all the different kubernetes objects that the developers have created the compute network and storage objects they're all integrated right inside the the vCenter console and so once again from a diagnostics and troubleshooting perspective this data is invaluable it often saves hours just in trying to figure out what what we're even talking about when we're trying to resolve an issue so the you know as you can see this is all baked right into V Center the V Center experience isn't transformed a lot we get a lot of VI admins who look at this and say where's the kubernetes and they're surprised that like they've been managing kubernetes all this time it just looks it looks like the vSphere experience they've already got but all those kubernetes objects the pods and containers kubernetes clusters load balancer stores they're all represented right there natively in the V Center UI and so we're able to take all of that and make it work for your existing VI admins well that's a it's pretty it's pretty wild you know it really builds off the vision that again I think you kind of outlined kid teased out it at VMworld which was you know the IT still sees vSphere which is what they want to see when they're used to seeing but devs siku Nettie's and really bringing those together in a unified environment so that depending on what your job is and what you're working on that's what you're gonna see in this kind of unified environment yeah yeah as the demo showed it is still vSphere at the center but now there's two different experiences that you can have interacting with vSphere the kubernetes base one which is of course great for developers and DevOps type folks as well as the traditional vSphere interface API is which is great for VI admins and IT operations right and then and really it was interesting to you tease that a lot that was a good little preview of people knew they're watching but you talked about really cloud journey and and kind of this bifurcation of kind of classical school apps that are that are running in their classic memes and then kind of the modern you know county cloud native applications built on kubernetes and youyou outlined a really interesting thing that people often talk about the two ends of the spectrum and getting from one to the other but not really about kind of the messy middle if you will and this is really enabling people to pick where along that spectrum they can move their workloads or move their apps ya know I think we think a lot about it like that that we look at we talk to customers and all of them have very clear visions on where they want to go their future state architecture and that involves embracing cloud it involves modernizing applications and you know as you mentioned that it's it's challenging for them because I think what a lot of customers see is this kind of these two extremes either you're here where you are kind of the old current world and you got the bright Nirvana future on the far end there and they believe it's the only way to get there is to kind of make a leap from one side to the other that you have to kind of change everything out from underneath you and that's obviously very expensive very time-consuming and very error-prone as well there's a lot of things that can go wrong there and so I think what we're doing differently at VMware is really to your point as you call it the the messy middle I would say it's more like how do we offer stepping stones along that journey rather than making this one giant leap we had to invest all this time and resources how come you able people to make smaller incremental steps each of which have a lot of business value but don't have a huge amount of cost right and its really enabling kind of this next gen application where there's a lot of things that are different about about one of the fundamental things is we're now the application defines a reach sources that it needs to operate versus the resources defining kind of the capabilities of what the what the application can't do and that's where everybody is moving as quickly as as makes sense you said not all applications need to make that move but most of them should and most of them are and most of them are at least making that journey you see that yeah definitely I mean I think that you know certainly this is one of the big evolutions we're making in vSphere from you know looking historically at how we managed infrastructure one of things we enable in VCR 7 is how we manage applications right so a lot of the things you would do in infrastructure management of setting up security rules or encryption settings or you know your your resource allocation you would do this in terms of your physical and virtual infrastructure you talk about it in terms of this VM is going to be encrypted or this VM is gonna have this firewall rule and what we do in vSphere 7 is elevate all of that to application centric management so you actually look at an application and say I want this application to be constrained to this much CPU or I want this application to be have these security rules on it and so that shifts the focus of management really up to the application level right yeah and like I kind of even zoom back a little bit there and say you know if you look back one thing we did was something like V San before that people had to put policies on a LUN you know an actual storage LUN and a storage array and then by virtue of a workload being placed on that array it inherited certain policies right and so these have turned that around allows you to put the policy on the VM but what jerez talking about now is that for a modern workload a modern were close not a single VM it's it's a collection of different things you've got some containers in there some VMs probably distributed maybe even some on-prem some in the cloud and so how do you start managing that more holistically and this notion of really having an application as a first-class entity that you can now manage inside of vSphere it's really powerful and very simplifying one right and why this is important is because it's this application centric point of view which enables the digital transformation that people are talking about all the time that's it's a nice big word but the rubber hits the road is how do you execute and deliver applications and more importantly how do you continue to evolve them and change them you know based on either customer demands or competitive demands or just changes in the marketplace yeah well you look at something like a modern app that maybe has a hundred VMs that are part of it and you take something like compliance right so today if I want to check of this app is compliant I got to go look at every individual VM and make sure it's locked down and hardened and secured the right way but now instead what I can do is I can just look at that one application object inside of each Center set the right security settings on that and I can be assured that all the different objects inside of it are gonna inherit that stuff so it really simplifies that it also makes it so that that admin can handle much larger applications you know if you think about vCenter today you might log in and see a thousand VMs in your inventory when you log in with vSphere seven what you see is a few dozen applications so a single admin can manage a much larger pool of infrastructure many more applications and they could before because we automate so much of that operation and it's not just the scale part which is obviously really important but it's also the rate of change and this notion of how do we enable developers to get what they want to get done done ie building applications well at the same time enabling the IT operations teams to put the right sort of guardrails in place around compliance and security performance concerns these sorts of elements and so being by being able to have the IT operations team really manage that logical application at that more abstract level and then have the developer be able to push in new containers or new VMs or whatever they need inside of that abstraction it actually allows those two teams to work actually together and work together better they're not stepping over each other but in fact now they can both get what they need to get done done and do so as quickly as possible but while also being safe and in compliance is ready fourth so there's a lot more to this is a very significant release right again a lot of foreshadowing if you go out and read the tea leaves that's a pretty significant you know kind of RER context or many many parts of ease of beer so beyond the kubernetes you know kind of what are some of the other things that are coming out and there's a very significant release yeah it's a great question because we tend to talk a lot about kubernetes what was project Pacific but is now just part of vSphere and certainly that is a very large aspect of it but to your point you know vSphere 7 is a massive release with all sorts of other features and so instead of a demo here let's pull up with some slides right look at what's there so outside of kubernetes there's kind of three main categories that we think about when we look at vSphere seven so the first first one is simplified lifecycle management and then really focus on security it's a second one and then applications as well out both including you know the cloud native apps that don't fit in the kubernetes bucket as well as others and so we go on the first one the first column there there's a ton of stuff that we're doing around simplifying life cycle so let's go to the next slide here where we can dive in a little bit more to the specifics so we have this new technology vSphere lifecycle management VL cm and the idea here is how do we dramatically simplify upgrades lifecycle management of the ESX clusters and ESX hosts how do we make them more declarative with a single image you can now specify for an entire cluster we find that a lot of our vSphere admins especially at larger scales have a really tough time doing this there's a lot of in and out today it's somewhat tricky to do and so we want to make it really really simple and really easy to automate as well so if you're doing kubernetes on kubernetes I suppose you're gonna have automation on automation right because they're upgrading to the sevens is probably not any consequent inconsequential tasks mm-hm and yeah and going forward and allowing you know as we start moving to deliver a lot of this great VCR functionality at a more rapid clip how do we enable our customers to take advantage of all those great things we're putting out there as well right next big thing you talk about is security yep we just got back from RSA thank goodness we got that that show in before all the badness started yeah but everyone always talked about security's got to be baked in from the bottom to the top yeah talk about kind of the the changes in the security so done a lot of things around security things around identity Federation things around simplifying certificate management you know dramatic simplifications there across the board one I want to focus on here on the next slide is actually what we call vSphere trust Authority and so with that one what we're looking at here is how do we reduce the potential attack surfaces and really ensure there's a trusted computing base when we talk to customers what we find is that they're nervous about a lot of different threats including even internal ones right how do they know all the folks that work for them can be fully trusted and obviously if you're hiring someone you somewhat trust them but you know what what's how do you implement that the concept of least privilege right or zero trust right yeah topic exactly so the idea with trust authorities that we can specify a small number of physical ESX hosts that you can really lock down and sure fully secure those can be managed by a special vCenter server which is in turn very lockdown only a few people have access to it and then those hosts and that vCenter can then manage other hosts that are untrusted and can use attestation to actually prove that okay these untrusted hosts haven't been modified we know they're okay so they're okay to actually run workloads on they're okay to put data on and that sort of thing so is this kind of like building block approach to ensure that businesses can have a very small trust base off of which they can build to include their entire vSphere environment right and then the third kind of leg of the stool is you know just better leveraging you know kind of a more complex asset ecosystem if you know what things like FPGAs and GPUs and you know kind of all of the various components that power these different applications which now the application could draw the appropriate resources as needed so you've done a lot of work here as well yeah there's a ton of innovation happening in the hardware space as you mentioned all sort of accelerators coming out we all know about GPUs and obviously what they can do for machine learning and AI type use cases not to mention 3d rendering but you know FPGAs and all sorts of other things coming down the pike as well there and so what we found is that as customers try to roll these out they have a lot of the same problems that we saw in the very early days of virtualization ie silos of specialized hardware that different teams were using and you know what you find is all things we found before you found we find very low utilization rates inability to automate that inability to manage that well putting security and compliance and so forth and so this is really the reality that we see at most customers and it's funny because and some ones you think well well shouldn't we be past this as an industry shouldn't we have solved this already you know we did this with virtualization but as it turns out the virtualization we did was for compute and then storage and network but now we really needed to virtualize all these accelerators and so that's where this bit fusion technology that we're including now with vSphere it really comes to the forefront so if you see in the current slide we're showing here the challenge is that just these separate pools of infrastructure how do you manage all that and so if you go to the we go to the next slide what we see is that with bit fusion you can do the same thing that we saw with compute virtualization you can now pool all these different silos infrastructure together so they become one big pool of GPUs of infrastructure that anyone in an organization can use we can you know have multiple people sharing a GPU we can do it very dynamically and the great part of it is is that it's really easy for these folks to use they don't even need to think about it in fact integrates seamlessly with their existing workflows so it's pretty it's pretty trick is because the classifications of the assets now are much much larger much varied and much more workload specific right that's really the opportunities flash they are they're good guys are diverse yeah and so like you know a couple other things just I don't have a slide on it but just things we're doing to our base capabilities things around DRS and vmotion really massive evolutions there as well to support a lot of these bigger workloads right so you look at some of the massive sa P Hana or Oracle databases and how do we ensure that the emotion can scale to handle those without impacting their performance or anything else they're making DRS smarter about how it does load balancing and so forth right now a lot of this stuff not just kind of brand new cool new accelerator stuff but it's also how do we ensure the core ass people have already been running for many years we continue to keep up with the innovation and scale there as well right all right so do I give you the last word you've been working on this for a while there's a whole bunch of admins that have to sit and punch keys what do you what do you tell them what should they be excited about what are you excited for them in this new release I think what I'm excited about is how you know IT can really be an enabler of the transformation of modern apps right I think today you look at a lot of these organizations and what ends up happening is the app team ends up sort of building their own infrastructure on top of IT infrastructure right and so now I think we can shift that story around I think that there's you know there's an interesting conversation that a lot of IT departments and appdev teams are gonna be having over the next couple years about how do we really offload some of these infrastructure tasks from the dev team make you more productive give you better performance availability disaster recovery and these kinds of capabilities awesome well Jared congratulations that get both of you for forgetting to release out I'm sure it was a heavy lift and it's always good to get it out in the world and let people play with it and thanks for for sharing a little bit more of a technical deep dive I'm sure there's ton more resources from people I even want to go down into the weeds so thanks for stopping by thank you thank you all right ease Jared he's kid I'm Jeff you're watching the cube we're in the Palo Alto studios thanks for watching we'll see you next time [Music] hi and welcome to a special cube conversation I'm Stu min a minute and we're digging into VMware vSphere seven announcement we've had conversations with some of the executives some of the technical people but we know that there's no better way to really understand a technology than to talk to some of the practitioners that are using it so really happy to have joined me for the program I have Bill Buckley Miller who is in infrastructure designer with British Telecom joining me digitally from across the pond bill thanks so much for joining us nice - all right so Phil let's start of course British Telecom I think most people know you know what BT is and it's a you know a really sprawling company tell us a little bit about you know your group your role and what's your mandate okay so my group it's called service platforms it's the bit of BT that services all of our multi millions of our customers so they we have broadband we have TV we have mobile we have DNS and email systems and one and it's all about our customers it's not a B to be part of BT you with me we we specifically focus on those kind of multi million customers that we've got in those various services I'm in particular my group is for we do infrastructure so we really do from data center all the way up to really about boot time or so we'll just past boot time and the application developers look after that stage and above okay great we definitely gonna want to dig in and talk about that that boundary between the infrastructure teams and the application teams but let's talk a little bit first you know we're talking about VMware so you know how long's your organization been doing VMware and tell us you know what you see with the announcement that VMware's making work BC or seven sure well I mean we've had a really great relationship with VMware for about twelve thirteen years something like that and it's a absolutely key part of our of our infrastructure it's written throughout BT really in every part of our operations design development and the whole ethos of the company is based around a lot of VMware products and so one of the challenges that we've got right now is application architectures are changing quite significantly at the moment and as you know in particular with serving us and with containers and a whole bunch of other things like that we're very comfortable with our ability to manage VMs and have been for a while we currently use extensively we use vSphere NSX t.v raps log insight network insight and a whole bunch of other VMware constellation applications and our operations teams know how to use that they know how to optimize they know how to capacity plan and troubleshoot so that's that's great and that's been like that for a half a decade at least we've been really really confident with our ability to still with Yemen where environments and Along Came containers and like I say multi cloud as well and what we were struggling with was the inability to have a cell pane a glass really on all of that and to use the same people and the same same processes to manage a different kind of technology so we we'd be working pretty closely with VMware on a number of different containerization products for several years now I would really closely with the b-string integrated containers guys in particular and now with the Pacific guys with really the idea that when we we bring in version 7 and the containerization aspects of version 7 we'll be in a position to have that single pane of glass to allow our operations team to really barely differentiate between what's a VM and what's a container that's really the holy grail right so we'll be able to allow our developers to develop our operations team to deploy and to operate and our designers to see the same infrastructure whether that's on premises cloud or off premises and be able to manage the whole piece in that was bad ok so Phil really interesting things you walked through here you've been using containers in a virtualized environment for a number of years want to understand in the organizational piece just a little bit because it sounds I manage all the environment but you know containers are a little bit different than VMs you know if I think back you know from an application standpoint it was you know let's stick it in a vm I don't need to change it and once I spin up a VM often that's gonna sit there for you know months if not years as opposed to you know I think about a containerization environment it's you know I really want a pool of resources I'm gonna create and destroy things all the time so you know bring us inside that organizational piece you know how much will there need to be interaction and more interaction or change in policies between your infrastructure team and your app dev team well yes making absolutely right that's the nature and that the time scales that were talking about between VMs and containers oh he's wildly different as you say we we probably oughta certainly have VMs in place now that were in place in 2000 and 2018 certainly but I imagine I haven't haven't really been touched whereas as you say VMs and a lot of people talk about spinning them all up all the time there are parts of our architecture that require that in particular the very client facing bursty stuff it you know does require spinning up spinning down pretty quickly but some of our smaller the containers do sit around for weeks if not if not months I really just depend on the development cycle aspects of that but the heartbeat that we've we've really had was just the visualizing it and there are a number different products out there that allow you to see the behavior of your containers and understand the resource requirements that they are having at any given moment allows troubleshoot and so on but they are not they need their new products their new things that we we would have to get used to and also it seems that there's an awful lot of competing products quite a Venn diagram if in terms of functionality and user abilities to do that so through again again coming back to being able to manage through vSphere to be able to have a list of VMs and alongside it is a list of containers and to be able to use policies to define how the behave in terms of their networking to be able to essentially put our deployments on Rails by using in particular tag based policies means that we can take the onus of security we can take the onus of performance management and capacity management away from the developers you don't really care about a lot of time and they can just get on with their job which is to develop new functionality and help our customers so that then means that then we have to be really responsible about defining those policies and making sure that they're adhered to but again we know how to do that with VMs new visa so the fact that we can actually apply that straightaway just to add slightly different completely unit which is really what we're talking about here is ideal and then to be able to extend that into multiple clouds as well because we do use multiple cards where AWS and as your customers and were between them is an opportunity that we can't do anything of them be you know excited about take oh yeah still I really like how you described it really the changing roles that are happening there in your organization need to understand right there's things that developers care about you know they want to move fast they want to be able to build new things and there's things that they shouldn't have to worry about and you know we talked about some of the new world and it's like oh can the platform underneath this take care of it well there there's some things platforms take care of there's some things that the software or you know your theme is going to need to understand so maybe if you could dig in a little bit some of those what are the drivers from your application portfolio what is the business asking of your organization that that's driving this change and you know being one of those you know tailwind pushing you towards you know kubernetes and the the vSphere 7 technologies well it all comes down with the customers right our customers want new functionality they want new integrations they want new content and they want better stability and better performance and our ability to extend or contracting capacity as needed as well so they're the real ultimate we want to give our customers the best possible experience of our products and services so we have to address that really from a development perspective it's our developers that have the responsibility to design them to deploy those so we have to in infrastructure we have to act as a firm foundation really underneath all of that that allows them to know that what they spend their time and develop and want to push out to our customers is something that can be trusted as performant we understand where their capacity requirements are coming from in in the short term and in the long term for that and it's secure as well obviously is a big aspect to it so really we're just providing our developers with the best possible chance of giving our customers what will hopefully make them delighted great Phil you've mentioned a couple of times that you're using public clouds as well as you know your your your your VMware farm one of make sure I if you can explain a little bit a couple of things number one is when it comes to your team especially your infrastructure team how much are they involved with setting up some of the the basic pieces or managing things like performance in the public cloud and secondly when you look at your applications are some of your clouds some of your applications hybrid going between the data center and the public cloud and I haven't talked to too many customers that are doing applications that just live in any cloud and move things around but you know maybe if you could clarify those pieces as to you know what cloud really means to your organization and your applications sure well I mean to us climate allows us to accelerate development she's nice because it means we don't have to do on-premises capacity lifts for new pieces of functionality or so we can initially build in the cloud and test in the cloud but very often applications really make better sense especially in the TV environment where people watch TV all the time I mean yes there are peak hours and lighter hours of TV watching same goes for broadband really but we generally we're well more than an eight-hour application profile so what that allows us to do then is to have well it makes sense we run them inside our organization where we have to run them in our organization for you know data protection reasons or whatever then we can do that as well but where we say for instance we have a boxing match on and we're going to be seen enormous spike in the amount of customers that want to sign up into our order journey for to allow them to view that and to gain access to that well why would you spend a lot of money on servers just for that level of additional capacity so we do absolutely have hybrid applications not sorry hybrid blocks we have blocks of suburb locations you know dozens of them really to support oil platform and what you would see is that if you were to look at our full application structure for one of the platform as I mentioned that some of the smoothers application blocks I have to run inside some can run outside and what we want to be able to do is to allow our operations team to define that again by policy as to where they run and to you know have a system that allows us to transparently see where they're running how they're running and the implications of those decisions so that we can tune those maybe in the future as well and that way we best serve our customers we you know we get to get our customers yeah what they need all right great Phil final question I have for you you've been through a few iterations of looking at VMS containers public cloud what what advice would you give your peers with the announcement of vSphere 7 and how they can look at things today in 2020 versus what they might have looked at say a year or two ago well I'll be honest I was a little bit surprised by vSphere so we knew that VMware we're working on trying to make containers on the same level both from a management deployment perspective as we MS I mean they're called VMware after all we knew that they were looking it's no surprise by just quite how quickly they've managed to almost completely reinvent their application really it's you know if you look at the whole tansy stuff from the Mission Control stuff I think a lot of people were blown away by just quite how happy VMware were to reinvent themselves and from an application perspective you know and to really leap forward and this is the very between version six and seven I've been following these since version three at least and it's an absolutely revolutionary change in terms of the overall architecture the aims to - what they want to achieve with the application and you know luckily the nice thing is is that if you're used to version six is not that big a deal it's really not that big a deal to move forward at all it's not such a big change to process and training and things like that but my word there's no awful lot of work underneath that underneath the covers and I'm really excited and I think other people in my position should really just take it as an opportunity to really revisit what they can achieve with them in particular with vSphere and with in combination with and SXT it's it's but you know it's quite hard to put into place unless you've seen the slide or slides about it and useless you've seen the products just how revolutionary the the version 7 is compared to previous revisions which have kind of evolved for a couple of years so yeah I think I'm really excited to run it and know a lot of my peers other companies that I speak with quite often are very excited about seven as well so yeah I'm really excited about the whole ball base well Phil thank you so much absolutely no doubt this is a huge move for VMware the entire company and their ecosystem rallying around helped move to the next phase of where application developers and infrastructure need to go Phil Buckley joining us from British Telecom I'm Stu minimun thank you so much for watching the queue

[Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] you [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] hello and welcome to the Palo Alto students of the cube um John free we're here for a special cube conversation and special report big news from VMware discuss the launch of the availability of vSphere 7 I'm here with Chris Prasad SVP and general manager of the vSphere business and cloud platform business unit and Paul Turner VP a VP of Product Management guys thanks for coming in and talking about the big news thank you for having us you guys announced some interesting things back in march around containers kubernetes and vSphere Chris just about the hard news what's being announced today we are announcing the general availability of vSphere 7 John it's by far the biggest release that we have done in the last 10 years we previewed it this project Pacific a few months ago with this release we are putting kubernetes native support into the vSphere platform what that allows us to do is give customers the ability to run both modern applications based on kubernetes and containers as well as traditional VM based applications on the same platform and it also allows the IT departments to provide their developers cloud operating model using the VMware cloud foundation that is powered by this release this is a key part of our tansu portfolio of solutions and products that we announced this year and it is star gated fully at the developers of modern applications and the specific news is vSphere 7 is general available generally vSphere 7 yes ok that so let's on the trend line here the relevance is what what's the big trend line that this is riding obviously we saw the announcements at VMworld last year and throughout the year there's a lot of buzz pascal Cerner says there's a big wave here with kubernetes what does this announcement mean for you guys with the marketplace trend yeah so what kubernetes is really about is people trying to have an agile operation they're trying to modernize their IT applications and they the best way to do that is build off your current platform expanded and and make it a an innovative a agile platform for you to run kubernetes applications and VM applications together I'm not just that customers are also looking at being able to manage a hybrid cloud environment both on Prem and public cloud together so they want to be able to evolve and modernize their application stack but modernize their infrastructure stack which means hybrid cloud operations with innovative applications kubernetes or container based applications and VMs was excited about this trend Chris we were talking with us at vmworld last year and we've had many conversations around cloud native but you're seeing cloud native becoming the operating model for modern business I mean this is really the move to the cloud if you look at the successful enterprises and even the suppliers the on-premises piece if not move to the cloud native marketplace technologies the on premise isn't effective so it's not so much on premises going away we know it's not but it's turning into cloud native this is the move to the cloud generally this is a big wave yeah absolutely I mean if John if you think about it on-premise we have significant market share by far the leader in the market and so what we are trying to do with this is to allow customers to use the current platform they are using but bring their application modern application development on top of the same platform today customers tend to set up stacks which are different right so you have a kubernetes stack you have a stack for the traditional applications you have operators and administrators who are specialized in kubernetes on one side and you have the traditional VM operators on the other side with this move what we are saying is that you can be on the same common platform you can have the same administrators who are used to administering the environment that you already had and at the same time offer the developers what they like which is kubernetes dial tone that they can come and deploy their applications on the same platform that you use for traditional applications yeah Paul Paul Pat said Cuba is gonna be the dial tone on the internet most Millennials might even know what dial tone is but what he meant is is that's the key fabric there's gonna work a straight and you know we've heard over the years skill gap skill gap not a lot of skills out there but when you look at the reality of skills gap it's really about skills gaps and shortages not enough people most CIOs and chief and major securitizers as we talk to you say I don't want to fork my development teams I don't want to have three separate teams so I don't have to I I want to have automation I want an operating model that's not gonna be fragmented this kind of speaks to this whole idea of you know interoperability and multi clout this seems to be the next big way behind ibrid I think it I think it is the next big wake the the thing that customers are looking for is a cloud operating model they like the ability for developers to be able to invoke new services on demand in a very agile way and we want to bring that cloud operating model to on-prem to Google cloud to Amazon Cloud to Microsoft cloud to any of our VC PP partners you get the same cloud operating experience and it's all driven by kubernetes based dial tone it's effective and available within this platform so by bringing a single infrastructure platform that can one run in this hybrid manner and give you the cloud operating agility that developers are looking for that's what's key in version seven says Pat Kelsey near me when he says dial tone of the Internet kubernetes does he mean always on or what does he mean specifically just that it's always available what's what says what's the meaning behind that that phrase no I the the first thing he means is that developers can come to the infrastructure which is the VMware cloud foundation and be able to work with a set of api's that are kubernetes api s-- so developers understand that they are looking for that they understand that dial tone right and you come to our VMware cloud foundation that one across all these clouds you get the same API said that you can use to deploy that application okay so let's get into the value here of vSphere seven how does vmware vsphere 7 specifically help customers isn't just bolting on kubernetes to vSphere some will say is it that's simple or user you running product management no it's not that easy it's yeah some people say hey use bolton kubernetes on vSphere it's it's not that easy so so one of the things if if anybody has actually tried deploying kubernetes first its highly complicated and so so definitely one of the things that we're bringing is you call it a bolt-on but it's certainly not like that we are making it incredibly simple and you talked about IT operational shortages customers want to be able to deploy kubernetes environments in a very simple way the easiest way that we can you can do that is take your existing environment that are out 90% of IT and just turn on turn on the kubernetes dial tone and it is as simple as that now it's much more than that in version 7 as well we're bringing in a couple things that are very important you also have to be able to manage at scale just like you would in the cloud you want to be able to have infrastructure almost self manage and upgrade and lifecycle manage itself and so we're bringing in a new way of managing infrastructure so that you can manage just large-scale environments both on-premise and public cloud environments and scale and then associated with that as well is you must make it secure so there's a lot of enhancements we're building into the platform around what we call intrinsic security which is how can we actually build in truly a trusted platform for your developers and IT yeah I mean I I was just going to touch on your point about the shortage of IT staff and how we are addressing that here the the way we are addressing that is that the IT administrators that are used to administering vSphere can continue to administer this enhanced platform with kubernetes the same way they administered the older releases so they don't have to learn anything new they are just working the same way we are not changing any tools process technologies so same as it was before same as Italy before more capable they are and developers can come in and they see new capabilities around kubernetes so it's best of both worlds and what was the pain point that you guys are so obviously the ease-of-use is critical Asti operationally I get that as you look at the cloud native developer Saiga's infrastructure as code means as app developers on the other side taking advantage of it what's the real pain point that you guys are solving with vSphere 7 so I think it's it's it's multiple factors so so first is we've we've talked about agility a few times right there is DevOps is a real trend inside an IT organizations they need to be able to build and deliver applications much quicker they need to be able to respond to the business and to do that what they are doing is is they need infrastructure that is on demand so what what we're really doing in the core kubernetes kind of enablement is allowing that on-demand fulfillment of infrastructure so you get that agility that you need but it's it's not just tied to modern applications it's also your all of your existing business applications and your modern applications on one platform which means that you know you've got a very simple and and low-cost way of managing large-scale IT infrastructure so that's a that's a huge piece as well and and then I I do want to emphasize a couple of other things it's we're also bringing in new capabilities for AI and ML applications for sa P Hana databases where we can actually scale to some of the largest business applications out there and you have all of the capabilities like like the GPU awareness and FPGA our FPGA awareness that we built into the platform so that you can truly run this as the fastest accelerated platform for your most extreme applications so you've got the ability to run those applications as well as your kubernetes and container based applications that's the accelerated application innovation piece of the announcement right that's right yeah it's it's it's quite powerful that we've actually brought in you know basically new hardware awareness into the product and expose that to your developers whether that's through containers or through VMs Chris I want to get your thoughts on the ecosystem and then in the community but I want to just dig into one feature you mentioned I get the lifestyle improvement a life cycle improvement I get the application acceleration innovation but the intrinsic security is interesting could you take a minute explain what that is yeah so there's there's a few different aspects one is looking at how can we actually provide a trusted environment and that means that you need to have a way that the the key management that even your administrator is not able to get keys to the kingdom as we would call it you you want to have a controlled environment that you know some of the worst security challenges inside and some of the companies has been your in choler internal IT staff so you've got to have a way that you can run a trusted environment and independent we've got these fair trust authority that we released in version 7 that actually gives you a a secure environment for actually managing your keys to the kingdom effectively your certificates so you've got this you know continuous runtime now not only that we've actually gone and taken our carbon black features and we're actually building in full support for carbon black into the platform so that you've got negative security of even your application ecosystem yeah that's been coming up a lot in conversations the carbon black on the security piece chrishelle see these fear everywhere having that operating model makes a lot of sense but you have a lot of touch points you got cloud hyper scale is that the edge you got partners so the other dominant market share and private cloud we are on Amazon as you well know as your Google IBM cloud Oracle cloud so all the major clouds there is a vSphere stack running so it allows customers if you think about it right it allows customers to have the same operating model irrespective of where their workload is residing they can set policies compliance security they said it wants it applies to all their environments across this hybrid cloud and it's all fun a supported by our VMware cloud foundation which is powered by vSphere 7 yeah I think having that the cloud is API based having connection points and having that reliable easy to use is critical operating model all right guys so let's summarize the announcement what do you guys take dare take away from this vSphere 7 what is the bottom line what's what's it really mean I I think what we're if we look at it for developers we are democratizing kubernetes we already are in 90% of IT environments out there are running vSphere we are bringing to every one of those vSphere environments and all of the virtual infrastructure administrators they can now manage kubernetes environments you can you can manage it by simply upgrading your environment that's a really nice position rather than having independent kind of environments you need to manage so so I think that's that is one of the key things that's in here the other thing though is there is I don't think any other platform out there that other than vSphere that can run in your data center in Google's in Amazon's in Microsoft's in you know thousands of VC PP partners you have one hybrid platform that you can run with and that's got operational benefits that's got efficiency benefits that's got agility benefits yeah I just add to that and say that look we want to meet customers where they are in their journey and we want to enable them to make business decisions without technology getting in the way and I think the announcement that we made today with vSphere 7 is going to help them accelerate their digital transformation journey without making trade-offs on people process and technology and there's more to come that we're laser focused on making our platform the best in the industry for running all kinds of applications and the best platform for a hybrid and multi cloud and so you'll see more capabilities coming in the future stay tuned oh one final question on this news announcement which is this awesome we spear core product for you guys if I'm the customer tell me why it's gonna be important five years from now because of what I just said it is the only platform that is going to be running across all the public clouds right which will allow you to have an operational model that is consistent across the clouds so think about it if you go the Amazon native and then yeah warlord and agile you're going to have different tools different processes different people trained to work with those clouds but when you come to VMware and you use our cloud foundation you have one operating model across all these environments and that's going to be game-changing great stuff great stuff thanks for unpacking that for us graduates on the announcement thank you at vSphere 7 News special report here inside the cube conversation I'm John Fergus thanks for watching [Music] and welcome back everybody Jeff Rick here with the cube we are having a very special cube conversation and kind of the the ongoing unveil if you will of the new a VMware vSphere seven dot gonna get a little bit more of a technical deep dive here today we're excited to have a longtime cube alumni kit Kolbert here is the vp and CTO cloud platform at being work it great to see you yeah and and new to the cube jared rose off he's a senior director of product management at VMware and I'm guessin had a whole lot to do with this build so Jared first off congratulations for birthing this new release and great to have you on board alright so let's just jump into it from kind of a technical aspect what is so different about vSphere seven yeah great so vSphere seven baek's kubernetes right into the virtualization platform and so this means that as a developer I can now use kubernetes to actually provision and control workloads inside of my vSphere environment and it means as an IT admin I'm actually able to deliver kubernetes and containers to my developers really easily right on top of the platform I already run so I think we had kind of a sneaking suspicion that that might be coming when the with the acquisition of the hefty Oh team so really exciting news and I think it you tease it out quite a bit at VMware last year about really enabling customers to deploy workloads across environments regardless of whether that's on Prem public cloud this public cloud that public cloud so this really is the realization of that vision yes yeah so we talked at VMworld about project Pacific all right this technology preview and as Jared mentioned of what that was was how do we take kubernetes and really build it into vSphere as you know we had a hybrid cloud vision for quite a while now how do we proliferate vSphere to as many different locations as possible now part of the broader VMware cloud foundation portfolio and you know as we've gotten more and more of these instances in the cloud on-premises at the edge with service providers there's a secondary question how do we actually evolve that platform so it can support not just the existing workloads but also modern workflows as well right all right so I think you brought some pictures for us a little demo so I don't know yeah why was dive into there and let's see what it looks like you guys can cube the demo yes we're gonna start off looking at a developer actually working with the new VMware cloud foundation for an vSphere 7 so what you're seeing here is the developers actually using kubernetes to deploy kubernetes the self eating watermelon right so the developer uses this kubernetes declarative syntax where they can describe a whole kubernetes cluster and the whole developer experience now is driven by kubernetes they can use the coop control tool and all of the ecosystem of kubernetes api is and tool chains to provision workloads right into vSphere and so you know that's not just provisioning workloads though this is also key to the developer being able to explore the things they've already deployed so go look at hey what's the IP address that got allocated to that or what's the CPU load on this you know workload I just deployed on top of kubernetes we've integrated a container registry into vSphere so here we see a developer pushing and pulling container images and you know one of the amazing things about this is from an infrastructure as code standpoint now the developers infrastructure as well as their software is all unified in source control I can check in not just my code but also the description of the kubernetes environment and storage and networking and all the things that are required to run that app so now we're looking at a sort of a side-by-side view where on the right hand side is the developer continuing to deploy some pieces of their application and on the left-hand side we see V Center and what's key here is that as the developer deploys new things through kubernetes those are showing up right inside of the V center console and so the developer and IT are seeing exactly the same things with the same names and so this means what a developer calls their IT department says hey I got a problem with my database we don't spend the next hour trying to figure out which VM they're talking about they got the same name they say they see the same information so what we're gonna do is that you know we're gonna push the the developer screen aside and start digging into the vSphere experience and you know what you'll see here is that V Center is the V Center you've already known and loved but what's different is that now it's much more application focused so here we see a new screen inside of V Center vSphere namespaces and so these vSphere namespaces represent logical applications like a whole distributed system now as a single object inside a V Center and when I click into one of these apps this is a managed object inside of East fear I can click on permissions and I can decide which developers have the permission to deploy or read the configuration of one of these namespaces I can hook this into my active directory infrastructure so I can use the same you know corporate credentials to access the system I tap into all my existing storage so you know this platform works with all of the existing vSphere storage providers I can use storage policy based management to provide storage for kubernetes and it's hooked in with things like DRS right so I can define quotas and limits for CPU and memory and all that's going to be enforced by DRS inside the cluster and again as an as an admin I'm just using vSphere but to the developer they're getting a whole kubernetes experience out of this platform now vSphere also now sucks in all this information from the kubernetes environment so besides you know seeing the VMS and and things that developers have deployed i can see all of the desired state specifications all the different kubernetes objects that the developers have created the compute network and storage objects they're all integrated right inside the the vCenter console and so once again from a diagnostics and troubleshooting perspective this data is invaluable it often saves hours just in trying to figure out what what we're even talking about when we're trying to resolve an issue so the you know as you can see this is all baked right into V Center the V Center experience isn't transformed a lot we get a lot of VI admins who look at this and say where's the kubernetes and they're surprised that like they've been managing kubernetes all this time it just looks it looks like the vSphere experience they've already got but all those kubernetes objects the pods and containers kubernetes clusters load balancer stores they're all represented right there natively in the V Center UI and so we're able to take all that and make it work for your existing VI admins well that's a it's pretty it's pretty wild you know it really builds off the vision that again I think you kind of outlined kit teased out it at VMworld which was you know the IT still sees vSphere which is what they want to see when they're used to seeing but devs siku Nettie's and really bringing those together in a unified environment so that depending on what your job is and what you're working on that's what you're gonna see in this kind of unified environment yeah yeah as the demo showed it is still vSphere at the center but now there's two different experiences that you can have interacting with vSphere the kubernetes base one which is of course great for developers and DevOps type folks as well as a traditional vSphere interface API is which is great for VI admins and IT operations right and then and really it was interesting to you tease that a lot that was a good little preview of people knew they're watching but you talked about really cloud journey and and kind of this bifurcation of kind of classic old-school apps that are that are running in their classic themes and then kind of the modern you know counting cloud native applications built on kubernetes and youyou outlined a really interesting thing that people often talk about the two ends of the spectrum and getting from one to the other but not really about kind of the messy middle if you will and this is really enabling people to pick where along that spectrum they can move their workloads or move their apps ya know I think we think a lot about it like that that we look at we talk to customers and all of them have very clear visions on where they want to go their future state architecture and that involves embracing cloud it involves modernizing applications and you know as you mentioned that it's it's challenging for them because I think what a lot of customers see is this kind of these two extremes either you're here where you are kind of the old current world and you got the bright Nirvana future on the far end there and they believe it's the only way to get there is to kind of make a leap from one side to the other that you have to kind of change everything out from underneath you and that's obviously very expensive very time-consuming and very error-prone as well there's a lot of things that can go wrong there and so I think what we're doing differently at VMware is really to your point as you call it the messy middle I would say it's more like how do we offer stepping stones along that journey rather than making this one giant leap we had to invest all this time and resources how come you able people to make smaller incremental steps each of which have a lot of business value but don't have a huge amount of cost right and its really enabling kind of this next gen application where there's a lot of things that are different about it but one of the fundamental things is we're now the application defines a sources that it needs to operate versus the resources defining kind of the capabilities of what the what the application can do and that's where everybody is moving as quickly as as makes sense you said not all applications need to make that move but most of them should and most of them are and most of them are at least making that journey did you see that yeah definitely I mean I think that you know certainly this is one of the big evolutions we're making in vSphere from you know looking historically at how we managed infrastructure one of things we enable in VCR 7 is how we manage applications right so a lot of the things you would do in infrastructure management of setting up security rules or encryption settings or you know your resource allocation you would do this in terms of your physical and virtual infrastructure you talked about it in terms of this VM is going to be encrypted or this VM is gonna have this firewall rule and what we do in vSphere 7 is elevate all of that to application centric management so you actually look at an application and say I want this application to be constrained to this much CPU or I want this application to be have these security rules on it and so that shifts the focus of management really up to the application level right yeah and like kind of even zoom back a little bit there and say you know if you look back one thing we did was something like V San before that people had to put policies on a LUN you know an actual storage LUN and a storage array and then by virtue of a workload being placed on that array it inherited certain policies right and so these hammer turned that around allows you to put the policy on the VM but what jerez talking about now is that for a modern workload amount and we're closed not a single VM it's it's a collection of different things you've got some containers in there some VMs probably distributed maybe even some on-premise I'm in the cloud and so how do you start managing that more holistically and this notion of really having an application as a first-class entity that you can now manage inside a vSphere it's really powerful and very simplifying one right and why this is important is because it's this application centric point of view which enables the digital transformation that people are talking about all the time that's it's a nice big word but the rubber hits the road is how do you execute and deliver applications and more importantly how do you continue to evolve them and change them you know based on either customer demands or competitive demands or just changes in the marketplace yeah well you look at something like a modern app that maybe has a hundred VMs that are part of it and you take something like compliance right so today if I want to check of this app is compliant I got to go look at every individual VM and make sure it's locked down and hardened and secured the right way but now instead what I can do is I can just look at that one application object inside of each Center set the right security settings on that and I can be assured that all the different objects inside of it are going to inherit that stuff so it really simplifies that it also makes it so that that admin can handle much larger applications you know if you think about vCenter today you might log in and see a thousand VMs in your inventory when you log in with vSphere seven what you see is a few dozen applications so a single admin can manage a much larger pool of infrastructure many more applications than they could before because we automate so much of that operation and it's not just the scale part which is obviously really important but it's also the rate of change and this notion of how do we enable developers to get what they want to get done done ie building applications well at the same time enabling the IT operations teams to put the right sort of guardrails in place around compliance and security performance concerns these sorts of elements and so being by being able to have the IT operations team really manage that logical application at that more abstract level and then have the developer they'll to push in new containers or new VMs or whatever they need inside of that abstraction it actually allows those two teams to work actually together and work together better they're not stepping over each other but in fact now they can both get what they need to get done done and do so as quickly as possible but while also being safe and in compliance is a fourth so there's a lot more just this is a very significant release right again a lot of foreshadowing if you go out and read the tea leaves that's a pretty significant you know kind of RER contexture of many many parts of ease of beer so beyond the kubernetes you know kind of what are some of the other things that are coming out and there's a very significant release yeah it's a great question because we tend to talk a lot about kubernetes what was project Pacific but is now just part of vSphere and certainly that is a very large aspect of it but to your point you know VCR 7 is a massive release with all sorts of other features and so instead of a demo here let's pull up with some slides I'm ready look at what's there so outside of kubernetes there's kind of three main categories that we think about when we look at vSphere seven so the first first one is simplified lifecycle management and then really focus on security it's a second one and then applications as well out both including you know the cloud native apps that don't fit in the kubernetes bucket as well as others and so we go on that first one the first column there there's a ton of stuff that we're doing around simplifying life cycle so let's go to the next slide here where we can dive in a little bit more to the specifics so we have this new technology vSphere lifecycle management VL cm and the idea here is how do we dramatically simplify upgrades lifecycle management of the ESX clusters and ESX hosts how do we make them more declarative with a single image you can now specify for an entire cluster we find that a lot of our vSphere admins especially at larger scales have a really tough time doing this there's a lot of in and out today it's somewhat tricky to do and so we want to make it really really simple and really easy to automate as well so if you're doing kubernetes on kubernetes I suppose you're gonna have automation on automation right because upgrading to the sevens is probably not any consequence in consequential tasks mm-hmm and yeah and going forward and allowing you as we start moving to deliver a lot of this great VCR functionality at a more rapid clip how do we enable our customers to take advantage of all those great things we're putting out there as well right next big thing you talk about is security yep we just got back from RSA thank goodness yeah we got that that show in before all the badness started yeah but everyone always talked about security's got to be baked in from the bottom to the top yeah talk about kind of the the changes and the security so done a lot of things around security things around identity Federation things around simplifying certificate management you know dramatic simplification is there across the board a one I want to focus on here on the next slide is actually what we call vSphere trust Authority and so with that one what we're looking at here is how do we reduce the potential attack surfaces and really ensure there's a trusted computing base when we talk to customers what we find is that they're nervous about a lot of different threats including even internal ones right how do they know all the folks that work for them can be fully trusted and obviously if you're hiring someone you somewhat trust them but you know what's how do you implement that the concept of least privilege right or zero trust me yeah topic exactly so they deal with trust authorities that we can specify a small number of physical ESX hosts that you can really lock down and sure fully secure those can be managed by a special vCenter server which is in turn very lockdown only a few people have access to it and then those hosts and that vCenter can then manage other hosts that are untrusted and can use attestation to actually prove that okay these untrusted hosts haven't been modified we know they're okay so they're okay to actually run workloads on they're okay to put data on and that sort of thing so is this kind of like building block approach to ensure that businesses can have a very small trust base off of which they can build to include their entire vSphere environment right and then the third kind of leg of the stool is you know just better leveraging you know kind of a more complex asset ecosystem if you know with things like FPGAs and GPUs and you know kind of all of the various components that power these different applications which now the application could draw the appropriate resources as needed so you've done a lot of work there as well yeah there's a ton of innovation happening in the hardware space as you mention all sort of accelerators coming out we all know about GPUs and obviously what they can do for machine learning and AI type use cases not to mention 3d rendering but you know FPGA is and all sorts of other things coming down the pike as well there and so what we found is that as customers try to roll these out they have a lot of the same problems that we saw in the very early days of virtualization ie silos of specialized hardware that different teams were using and you know what you find is all things we found before you found we find very low utilization rates inability to automate that inability to manage that well putting security and compliance and so forth and so this is really the reality that we see at most customers and it's funny because and some ones you think well well shouldn't we be past this as an industry should we have solved this already you know we did this with virtualization but as it turns out the virtualization we did was for compute and then storage and network now we really need to virtualize all these accelerators and so that's where this bit fusion technology that we're including now with vSphere it really comes to the forefront so if you see and the current slide we're showing here the challenge is that just these separate pools of infrastructure how do you manage all that and so if you go to the we go to the next slide what we see is that with bit fusion you can do the same thing that we saw with compute virtualization you can now pool all these different silos infrastructure together so they become one big pool of GPUs of infrastructure that anyone in an organization can use we can you know have multiple people sharing a GPU we can do it very dynamically and the great part of it is is that it's really easy for these folks to use they don't even need to think about it in fact integrates seamlessly with their existing workflows so it's pretty it's pretty trick is because the classifications of the assets now are much much larger much varied and much more workload specific right that's really the the the opportunities flash challenge they are they're good guys are diverse yeah and so like you know a couple other things just I don't have a slide on it but just things we're doing to our base capabilities things around DRS and V motion really massive evolutions there as well to support a lot of these bigger workloads right so you look at some of the massive sa P HANA or Oracle databases and how do we ensure that V motion can scale to handle those without impacting their performance or anything else they're making DRS smarter about how it does load balancing and so forth right now a lot of this stuff is not just kind of brand-new cool new accelerated stuff but it's also how do we ensure the core ass people have already been running for many years we continue to keep up with the innovation and scale there as well right alright so Joe I give you the last word you've been working on this for a while there's a whole bunch of admins that have to sit and punch keys what do you what do you tell them what should they be excited about what are you excited for them in this new release I think what I'm excited about is how you know IT can really be an enabler of the transformation of modern apps right I think today you look at a lot of these organizations and what ends up happening is the app team ends up sort of building their own infrastructure on top of IT infrastructure right and so now I think we can shift that story around I think that there's you know there's an interesting conversation that a lot of IT departments and appdev teams are gonna be having over the next couple years about how do we really offload some of these infrastructure tasks from the dev team making more productive give you better performance availability disaster recovery and these kinds of capabilities awesome well Jared congratulations that get both of you for for getting a release out I'm sure it was a heavy lift and it's always good to get it out in the world and let people play with it and thanks for for sharing a little bit more of a technical deep dive I'm sure there's ton more resources from people I even want to go down into the wheat so thanks for stopping by thank you thank you all right he's Jared he's kid I'm Jeff you're watching the cube we're in the Palo Alto studios thanks for watching we'll see you next time [Music] hi and welcome to a special cube conversation I'm Stu min a minute and we're digging into VMware vSphere seven announcement we've had conversations with some of the executives some of the technical people but we know that there's no better way to really understand a technology than to talk to some of the practitioners that are using it so really happy to have joined me for the program I have Bill Buckley Miller who is an infrastructure designer with British Telecom joining me digitally from across the pond bill thanks so much for joining us hi Stu all right so Phil let's start of course British Telecom I think most people know you know what BT is and it's a you know a really sprawling company tell us a little bit about you know your group your role and what's your mandate okay so my group is called service platforms it's the bit of BT that services all of our multi-millions of our customers so they we have broadband we have TV we have mobile we have DNS and email systems and one and it's all about our customers it's not a beat to be part of beating you with me we we specifically focus on those kind of multi million customers that we've got in those various services I mean in particular my group is four we were um structure so we really do from data center all the way up to really about boot time or so we'll just past the boot time and the application developers look after that stage and above okay great we definitely gonna want to dig in and talk about that that boundary between the infrastructure teams and the application teams on but let's talk a little bit first you know we're talking about VMware so you know how long's your organization been doing VMware and tell us you know you what you see with the announcement that VMware's making work be cr7 sure well I mean we've had a really great relationship with VMware for about 1213 years some weather and it's a absolutely key part of our of our infrastructure it's written throughout BT really in every part of our of our operations design development and the whole ethos of the company is based around a lot of VMware products and so one of the challenges that we've got right now is application architectures are changing quite significantly at the moment and as you know in particular with the server less bandwidth containers and a whole bunch of other things like that we're very comfortable with our ability to manage VMs and have been for a while we currently use extensively we use vSphere NSX T V ROPS login site network insight and a whole bunch of other VMware constellation applications and our operations teams know how to use that they know how to optimize they know how to capacity plan and troubleshoot so that's that's great and that's been like that for a half a decade at least we've been really really confident with our ability to till we p.m. where environments and Along Came containers and like say multi cloud as well and what we were struggling with was the inability to have a cell pane a glass really on all of that and to use the same people and the same same processes to manage a different kind of technology so we we'd be working pretty closely with VMware on a number of different containerization products for several years now I would really closely with the b-string integrated containers guys in particular and now with the Pacific guys with really the idea that when we we bring in version 7 and the containerization aspects of version 7 we'll be in a position to have that single pane of glass to allow our operations team to really barely differentiate between what's a VM and what's a container that's really the Holy Grail right so we'll be able to allow our developers to develop our operations team to deploy and to operate and our designers to see the same infrastructure whether that's on premises cloud or off premises I'm be able to manage the whole piece in that was bad ok so Phil really interesting things you walk through here you've been using containers in a virtualized environment for a number of years want to understand in the organizational piece just a little bit because it sounds great I manage all the environment but you know containers are a little bit different than VMs you know if I think back you know from an application standpoint it was you know let's stick it in a vm I don't need to change it and once I spin up a VM often that's gonna sit there for you know months if not years as opposed to you know I think about a containerization environment it's you know I really want a pool of resources I'm gonna create and destroy things all the time so you know bring us inside that organizational piece you know how much will there need to be interaction and more in a rack or change in policies between your infrastructure team and your app dev team well yes make absolutely right that's the nature and that the time scales that we're talking about between VMs and containers oh he's wildly different as you say we probably all certainly have VMs in place now that were in place in 2000 and 2018 certainly I imagine I haven't haven't really been touched whereas as you say VMs and a lot of people talk about spinning them all up all the time and there are parts of our architecture that require that in particular the very client facing bursty stuff you know just require spinning up spinning down pretty quickly but some of our smaller the containers do sit around for weeks if not if not months I mean they just depend on the development cycle aspects of that but the Harpeth that we've we've really had was just the visualizing it and there are a number different products out there that allow you to see the behavior of your containers and understand the resource requirements that they are having at any given moment allows Troubleshooters and so on but they are not they need their new products their new things that we we would have to get used to and also it seems that there's an awful lot of competing products quite a Venn diagram if in terms of functionality and user abilities to do that so through again again coming back to to being able to manage through vSphere to be able to have a list of VMs and alongside it is a list of containers and to be able to use policies to define how they behave in terms of their networking to be able to essentially put our deployments on Rails by using in particular tag based policies means that we can take the onus of security we can take the onus of performance management capacity management away from the developers you don't really care about a lot of time and they can just get on with their job which is to develop new functionality and help our customers so that then means that then we have to be really responsible about defining those policies making sure that they're adhered to but again we know how to do that with VMs new vSphere so the fact that we can actually apply that straightaway just towards slightly different completely unit which is really all are talking about here is ideal and then to be able to extend that into multiple clouds as well because we do use multiple cards where AWS and those your customers and were between them is an opportunity that we can't do anything of them be you know excited about take home yeah bill I really like how you described it really the changing roles that are happening there in your organization need to understand right there's things that developers care about you know they want to move fast they want to be able to build new things and there's things that they shouldn't have to worry about and you know we talked about some of the new world and it's like oh can the platform underneath this take care of it well there's some things platforms take care of there's some things that the software or you know your team is going to need to understand so maybe if you could dig in a little bit some of those what are the drivers from your application portfolio what is the business asking of your organization that that's driving this change and you know being one of those you know tailwinds pushing you towards you know urban Eddie's and the the vSphere 7 technologies well it all comes down to the customers right our customers want new functionality they want new integrations they want new content and they want better stability and better performance and our ability to extend or contracting capacity as needed as well so they're the real ultimate challenges that we want to give our customers the best possible experience of our products and services so we have to address that really from a development perspective it's our developers that have the responsibility to design and deploy those so we have to in infrastructure we have to act as a a firm foundation really underneath all of that that them to know that what they spend their time and develop and want to push out to our customers is something that can be trusted is performant we understand where their capacity requirements are coming from in the in the short term and in the long term for that and it's secure as well obviously is a big aspect to it and so really we're just providing our developers with the best possible chance of giving our customers what will hopefully make them delighted great Phil you've mentioned a couple of times that you're using public clouds as well as you know your your your your VMware farm what a minute make sure I if you can explain a little bit a couple of things number one is when it comes to your team especially your infrastructure team how much are they involved with setting up some of the the basic pieces or managing things like performance in the public cloud and secondly when you look at your applications are some of your clouds some of your applications hybrid going between the data center and the public cloud and I haven't talked to too many customers that are doing applications that just live in any cloud and move things around but you know maybe if you could clarify those pieces as to you know what cloud really means to your organization and your applications sure well I mean to us cloud allows us to accelerate development she's nice because it means we don't have to do on-premises capacity lifts for new pieces of functionality or so we can initially build in the cloud and test in the cloud but very often applications really make better sense especially in the TV environment where people watch TV all the time and I mean yes there are peak hours and lighter hours of TV watching same goes for broadband really but we generally we're well more than an eight-hour application profile so what that allows us to do then is to have applications that will it make sense we run them inside our organization where we have to run them in our organization for you know data protection reasons or whatever then we can do that as well but where we say for instance we have a boxing match on and we're going to be seen enormous spike in the amount of customers that want to sign up into an order journey for to allow them to view that and to gain access to that well why would you spend a lot of money on servers just for that level of additional capacity so we do absolutely have hybrid applications not sorry hybrid blocks we have blocks of suburb locations you know dozens of them really to support oil platform and what you would see is that if you were to look at our full application structure for one of the platforms I mentioned that some of the smothers application blocks I have to run inside some can run outside and what we want to be able to do is to allow our operations team to define that again by policy as to where they run and to you know have a system that allows us to transparently see where they're running how they're running and the implications of those decisions so that we can tune those maybe in the future as well and that way we best serve our customers we you know we get to get our customers yeah what they need all right great Phil final question I have for you you've been through a few iterations of looking at VMs containers public cloud what what advice would you give your peers with the announcement of vSphere 7 and how they can look at things today in 2020 versus what they might have looked at say a year or two ago well I'll be honest I was a little bit surprised by base rate so we knew that VMware we're working on trying to make containers on the same level both from a management deployment perspective as we Eames I mean they're called VMware after all right we knew that they were looking at at that no surprise by just quite how quickly they've managed to almost completely reinvent their application really it's you know if you look at the whole town zoo stuff in the Mission Control stuff and I think a lot of people were blown away by just quite how happy VMware were to reinvent themselves and from Asian perspective you know and to really leap forward and this is the vote between version six and seven I've been following these since version three at least and it's an absolutely revolutionary change in terms of the overall architecture the aims to - what they would want to achieve with the application and you know luckily the nice thing is is that if you're used to version six is not that big a deal it's really not that big a deal to move forward at all it's not such a big change to process and training and things like that but my word there's an awful lot of work underneath that underneath the covers and I'm really excited and I think all the people in my position should really just take it as opportunity to greevey will revisit what they can achieve with them in particular with vSphere and with in combination with and SXT it's it's but you know it's quite hard to put into place unless you've seen the slide or slides about it and he's lost you've seen the products just have a revolutionary the the version seven is compared to previous revisions which have kind of evolved for a couple of years so yeah I think I'm really excited to run it and I know a lot of my peers or the companies that I speak with quite often are very excited about seven as well so yeah I I'm really excited about the whole whole base well Phil thank you so much absolutely no doubt this is a huge move for VMware the entire company and their ecosystem rallying around help move to the next phase of where application developers and infrastructure need to go Phil Buckley joining us from British Telecom I'm Stu minimun thank you so much for watching the queue [Music]

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen, brought to you by Del Technologies and its ecosystem partners. >> Okay, welcome back. Everyone's cubes. Live coverage. Day three wrap up of Del Technologies World twenty nineteen Java is Dave a lot. There's too many men on set one. We get set to over there blue set, White said. We got a lot of content. It's been a cube can, in guise of a canon of content firing into the digital sphere. Great gas. We had all the senior executive players Tech athletes. Adele Technology World. Michael Dell, Tom Sweet, Marius Haas, Howard Ally As we've had Pat Kelsey, rco v M were on the key partner in the family. They're of del technology world and we had the clients guys on who do alien where, as well as the laptops and the power machines. Um, we've had the power edge guys on. We talked about Hollywood. It's been a great run, but Dave, it's been ten years Stew. Remember, the first cube event we ever went to was DMC World in Boston. The chowder there he had and that was it wasn't slogan of of the show turning to the private cloud. Yeah, I think that was this Logan cheering to the private cloud that was twenty ten. >> Well, in twenty ten, it was Cloud Cloud Cloud Cloud Cloud twenty nineteen. It's all cloud now. That difference is back then it was like fake cloud and made up cloud and really was no substance to it. We really started to see stew, especially something that we've been talking about for years, which is substantially mimicking the public cloud on Prem. Now I know there are those who would say No, no, no, no, no. And Jessie. Probably in one of those that's not cloud. So there's still that dichotomy is a cloud. >> Well, Dave, if I could jump in on that one of the things that's really interesting is when Veum, where made that partnership with a ws It was the ripple through this ecosystem. Oh, what's that mean for Del you know Veum, wherein Del not working together Well, they set the model and they started rolling out bm where, and they took the learnings that they had. And they're bringing that data center as a service down to the Dell environment. So it's funny I always we always here, you know, eight of us, They're learning from their partners in there listening and everything like that. Well, you know, Dylan Veum where they've been listening, they've been learning to in this, and it brings into a little bit of equilibrium for me, that partnership and right, David, you said, you know that you could be that cloud washing discussion. And today it's, you know, we're talking about stacks that live in eight of us and Google and Microsoft. And now, in, you know, my hosted or service lighter or, you know, my own data center. If that makes sense, >> I mean, if you want to just simplify the high order bit, Dave Cloud. It's simply this Amazon's trying to be enterprised everyone, the enterprise, trying to claw Amazon, right? And so what? The what that basically means is it's all cloud. It's all a distributed computer system. OK, Scott McNealy had it right. The network is the computer. If you look at what's going on here, the traditional enterprise of vendors over decades of business model and technology, you know, had full stack solutions from mainframe many computers to PC the local area networking all cobble together wires it up creates applications, services. All that is completely being decimated by a new way to roll out storage, computing and networking is the same stuff. It's just being configured differently. Throw on massive computer power with Cloud and Moore's Law and Data and A. I U have a changing of the the architecture. But the end of the day the cloud is operating model of distributed computing. If you look at all the theories and pieces of computer science do and networking, all those paradigms are actually playing out in in the clouds. Everything from a IIE. In the eighties and nineties you got distributed networking and computing, but it's all one big computer. And Michael Dell, who was the master of the computer industry building PCs, looks at this. Probably leg. It's one big computer. You got a processor and subsystems. So you know this is what's interesting. Amazon has done that, and if they try to be like the enterprise, like the old way, they could fall into that trap. So if the enterprise stays in the enterprise, they know they're not going out. So I think it's interesting that I see the enterprise trying to like Amazon Amazon trying to get a price. So at the end of the day, whoever could build that system that's scalable the way I think Dell's doing, it's great. I was only scaleable using data for special. So it's a distributed computer. That's all that's going on in the world right now, and it's changing everything. Open source software is there. All that makes it completely different, and it's a huge opportunity. Whoever can crack the code on this, it's in the trillions and trillions of dollars. Total adjustable market >> well, in twenty ten we said that way, noted the gap. There's still a gap between what Amazon could do and what the on Prem guys Khun Dio, we'd argue, is a five years is seven years, maybe ten years, whatever it is. But at the time we said, if you recall, lookit, they got to close the gap. It's got to be good enough for I t to buy into it like we're starting to see that. But my view, it's still not cloud. It doesn't have to scale a cloud, doesn't have the economics cloud. When you peel the onion, it doesn't certainly doesn't have the SAS model and the consumption model of cloud nowhere close yet. Well, and you know, >> here's the drumbeat of innovation that we see from the public cloud. You know where we hit the shot to show this week, the public have allowed providers how many announcements that they probably had. Sure, there was a mega launch of announcements here, but the public lives just that regular cadence of their, you know, Public Cloud. See a CD. We're not quite there yet in this kind of environment, it's still what Amazon would say is. You put this in an environment and it's kind of frozen. Well, it's thought some, and it's now we can get data set. A service consumption model is something we can go. We're shifting in that model. It's easier to update things, but you know, how do I get access to the new features? But we're seeing that blurring of the line. I could start moving services that hybrid nature of the environment. We've talked a few times. We've been digging into that hybrid cloud taxonomy and some of the services to span because it's not public or private. It's now truly that hybrid and multi environment and customers are going to live in. And all of >> the questions Jonah's is good enough to hold serve >> well. I think the reality is is that you go back to twenty ten, the jury in the private cloud and it's enterprises almost ten years to figure out that it's real. And I think in that time frame Amazon is absolutely leveled. Everybody, we call that the tsunami. Microsoft quickly figures out that they got to get Cloud. They come in there, got a fast followers. Second, Google's trying to retool Oracle. I think Mr Bo completely get Ali Baba and IBM in there, so you got the whole cloud game happening. The problem of the enterprises is that there's no growth in terms of old school enterprise other than re consolidate in position for Cloud. My question to you guys is, Is there going to be true? True growth in the classic enterprise business or, well, all this SAS run on clouds. So, yes, if it's multi cloud or even hybrid for the reasons they talk about, that's not a lot of growth compared to what the cloud can offer. So again, I still haven't seen Dave the visibility in my mind that on premises growth is going to be massive compared to cloud. I mean, I think cloud is where Sassen lives. I think that's where the scale lives we have. How much scale can you do with consolidation? We >> are in a prolonged bull market that that started in twenty ten, and it's kind of hunger. In the tenth year of a of a decade of bull market, the enterprise market is cyclical, and it's, you know, at some point you're going to start to see a slowdown cloud. I mean, it's just a tiny little portion of the market is going to continue to gain share cloud can grow in a downturn. The no >> tell Motel pointed out on this, Michael Dell pointed out on the Cubans, as as those lieutenants, the is the consolidation of it is just that is a retooling to be cloud ready operationally. That's where hybrid comes in. So I think that realization has kicked in. But as enterprises aren't like, they're not like Google and Facebook. They're not really that fast, so So they've got to kind of get their act together on premises. That's why I think In the short term, this consolidation and new revitalisation is happening because they're retooling to be cloud ready. That is absolutely happen. But to say that's the massive growth studio >> now looked. It is. Dave pointed out that the way that there is more than the market growth is by gaining market share Share share are areas where Dell and Emcee didn't have large environment. You know, I spent ten years of DMC. I was a networking. I was mostly storage networking, some land connectivity for replication like srd Evan, like today at this show, I talked a lot of the telco people talk to the service of idle talk where the sd whan deny sirrah some of these pieces, they're really starting to do networking. That's the area where that software defined not s the end, but the only in partnership with cos like Big Switch. They're getting into that market, and they have such small market share their that there's huge up uplift to be able to dig into the giant. >> Okay, couple questions. What percent of Dell's ninety one billion today is multi cloud revenue. Great question. Okay, one percent. I mean, very small. Okay. Very small hero. Okay? And is that multi cloud revenue all incremental growth isat going to cannibalize the existing base? These? Well, these are the fundamentals weighs six local market that I'm talking to >> get into this. You led the defense of conversations. We had Tom Speed on the CFO and he nailed us. He said There's multiple levers to shareholder growth. Pay down the debt check. He's got to do that. You love that conversation. Margin expansion. Get the margins up. Use the client business to cover costs. As you said, increased go to market efficiency and leverage. The supply chain that's like their core >> fetrow of cash. And that all >> these. The one thing he said that was mind blowing to me is that no one gets the valuation of how valuable Del Technologies is. They're throwing off close to seven billion dollars in free cash flow free cash flow. Okay, so you can talk margin expansion all you want. That's great, but there got this huge cash flow coming in. You can't go out of business worth winning if you don't run out of cash >> in the market. When the market is good, these guys are it is good a position is anybody, and I would argue better position than anybody. The question on the table that I'm asking is, how long can it last? And if and when the market turns down and markets always cyclical we like again. We're in the tenth year of a bull market. I mean, it's someone >> unprecedented gel can use the war chest of the free cash flow check on these levers that they're talking about here, they're gonna have the leverage to go in during the downturn and then be the cost optimizer for great for customers. So right now, they're gonna be taking their medicine, creating this one common operating environment, which they have an advantage because they have all the puzzle pieces. You A Packer Enterprises doesn't have the gaping holes in the end to end. They can't address us, >> So that is a really good point that you're making now. So then the next question is okay. If and when the downturn turn comes, who's going to take advantage of it, who's going to come out stronger? >> I think Amazon is going to be continued to dominate, and as long as they don't fall into the enterprise trap of trying to be too enterprising, continue to operate their way for enterprises. I think jazz. He's got that covered. I think DEL Technologies is perfectly positioned toe leverage, the cash flow and the thing to do that. I think Cisco's got a great opportunity, and I think that's something that you know. You don't hear a lot of talk about the M where Cisco war happening. But Cisco has a network. They have a developer ecosystem just starting to get revitalized. That's an opportunity. So >> I got thoughts on Cisco, too. But one of things I want to say about Del being able to come out of that stronger. I keep saying I've said this a number of times and asked a lot of questions this week is the PC business is vital for Del. It's almost half the company's revenue. Maybe not quite, but it it's where the company started it. It sucks up a lot of corporate overhead. >> If Hewlett Packard did not spin out HP HP, they would be in the game. I think spinning that out was a huge mistake. I wrote about a publicly took a lot of heat for it, but you know I try to go along with the HPD focus. Del has proven bigger is better. HP has proven that smaller is not as leverage. And if it had the PC that bee have the mojo in gaming had the mojo in the edge, and Dale's got all the leverage to cross pollinate the front end and edge into the back and common cloud operate environment that is going to be an advantage. And that's going to something that will see Well, let me let me >> let me counter what you just said. I agree. You know this this minute. But the autonomy was the big mistake. Once hp autonomy, you know what Meg did was almost a fatal complete. They never should've bought autonomy >> makers. Levi Protector he was. So he was there. >> But she inherited that bag of rocks. And then what you gonna do with it? Okay, so that's why they had to spend out and did create shareholder value. If they had not purchased autonomy, then he would return much better shape, not to split it up. And they would be a much stronger competitor. >> And I share holder Pop. They had a pop on value. People made some cash with long game. I think that >> going toe peon base actually done pretty well for a first year holding a standalone PC company. So, but again, I think Del. With that leverage, assuming pieces, it's going to be really interesting. I don't know much about that market. You were loving that PC conversation, but the whole, you know, the new game or markets and and the new wayto work throwing an edge in there, I don't know is ej PC and edges that >> so the peanut butter. And so the big thing that Michael get the big thing, Michael Dell said on the Cube was We're not a conglomerate were an integrated company. And when you have an integrated company like this, with the tech the tech landscape shifting to their advantage, you have the ability to cross subsidize. So strategy game. Matt Baker was here we'd be talking about OK, I can cross subsidize margin. You've brought it up on the client side. Smaller margins, but it pays a lot of the corporate overhead. Absolutely. Then you got higher margin GMC business was, you know, those margins that's contributing. And so when you have this new configuration. You can cross, subsidize and move and shift, so I think that's a great advantage. I think that's undervalued in the market place. And I think, you know, I think Del stock price is, well, undervalue. Point out the numbers they got VM wear and their question is, What what point is? VM where blink and go All in on del technology stew. Orcas Remember that Gus was gonna partner. You don't think the phone was ringing off the hook in Palo Alto from their parties? What? What's this as your deal? So Vienna. There's gotta be the neutral party. Big problem. The opportunity. >> Well, look, if I'm a traditional historical partner of'Em are, it's not the Azure announcement that has me a little bit concerned because all of them partner with Microsoft to it is how tightly combined. Del and Veum, where are the emcee, always kept them in arms like now they're in the same. It's like Dave. They're blending it. It's like, you know Del, from a market cap standpoint, gets fifty cents on the dollar. VM wears a software company, and they get their multiples. Del is not a software company, but VM where well, people are. Well, if we can win that a little bit, maybe we could get that. >> Marty still Isn't it splendid? No, no, I think the strategy is absolutely right on. You have to go hard with VM wear and use it as a competitive weapon. But, Stuart, your point fifty cents and all, it's actually much worse than that. I mean the numbers. If you take out of'Em, wears the VM wear ownership, you take out the core debt and you look at the market value you're left with, like a billion dollars. Cordell is undervalued. Cordell is worth more than a billion or two billion dollars. Okay, so it's a really cheap way to buy Veum. Where Right that the Tom Sweet nailed this, he said. You know, basically, these company those the streets not used to tech companies having such big debt. But to your point, John, they're throwing off cash. So this company is undervalued, in my view. Now there's some risks associated with that, and that's why the investors of penalizing them for that debt there, penalizing him from Michael's ownership structure. You know, that's what this is, but >> a lack of understanding in my opinion. I think I think you're right. I just think they don't understand. Look at Dale and they think G You don't look a day Ellen Think distributed computing system with software, fill in those gaps and all that extra ten expansion. It's legit. I think they could go after new market opportunities as as a twos to us as the client business. I mean mere trade ins and just that's massive trillions of dollars. It's, I think I think that is huge. But I'm >> a bull. I'm a bull on the value of the company. I know >> guys most important developments. Del technology world. What's the big story that you think is coming out of the show here? >> Well, it's definitely, you know, the VM wear on del I mean, that is the big story, and it's to your point. It's Del basically saying we're going to integrate this. We're going to hard, we're going to go hard and you know Veum wear on Dell is a preferred solution. No doubt that is top for Dell and PacBell Singer said it. Veum wearing eight of us is the first and preferred solution. Those are the two primary vectors. They're going to drive hard and then Oh, yeah, we'Ll listen to customers Whatever else you want Google as you're fine, we're there. But those two vectors, they're going to Dr David >> build on that because we saw the, um we're building out of multi cloud strategy and what we have today is Del is now putting themselves in there as a first class citizen. Before it was like, Oh, we're doing VX rail and Anna sex and, you know, we'LL integrate all these pieces there, but infrastructure, infrastructure, infrastructure now it is. It is multi cloud. We want to see that the big table, >> right, Jeff, Jeff Clarke said, Why are you doing both? Let's just one strategy, one company. It's all one Cash registers that >> saying those heard that before. I think the biggest story to me is something that we've been seeing in the Cuban laud, you know, been Mom. This rant horizontally scaleable operating environment is the land grab and then vertically integrate with data into applications that allow each vertical industry leverage data for the kind of intimate, personalized experiences for user experiences in each industry. With oil and gas public sector, each one has got their own experiences that are unique. Data drives that, but the horizontal and tow an operating model when it's on premises hybrid or multi cloud is a huge land grab. And I think that is a major strategic win for Dell, and I think, as if no one challenges them on this. Dave, if HP doesn't go on, emanate change. If H h p e does not do it em in a complete changeover from strategy and pulling, filling their end to end, I think that going to be really hurting I think there's gonna be a tell sign and we'LL see, See who reacts and challenges Del on this in ten. And I think if they can pull it off without being contested, >> the only thing I would say that the only thing I would say that Jonah's you know, HP, you know very well I mean, they got a lot of loyal customers and is a huge market out there. So it's >> Steve. Look at economic. The economics are shifting in the new world. New use cases, new step function of user experiences. This is this is going to be new user experiences at new economic price points that's a business model. Innovation, loyal customers that's hard to sustain. They'Ll keep some clutching and grabbing, but everyone will move to the better mousetrap in the scenario. So the combination of that stability with software it's just this as a big market. >> So John twenty ten Little Table Back Corner, you know of'em See Dylan Blogger World double set. Beautiful says theatre of present lot of exchange and industry. But the partnership in support of this ecosystem. It's something that helped us along the way. >> You know, when we started doing this, Jeff came on board. The team has been amazing. We have been growing up and getting better every show. Small, incremental improvements here and there has been an amazing production, Amazing team all around us. But the support of the communities do this is has been a co creation project from day one. We love having this conversation's with smart people. Tech athletes make it unique. Make it organic, let the page stuff on on the other literature pieces go well. But here it's about conversations for four and with the community, and I think the community sponsorship has been part of funding mohr of it. You're seeing more cubes soon will be four sets of eight of US four sets of V M World four sets here. Global Partners sets I'm used to What have we missed? >> Yeah, it's phenomenal. You know, we're at a unique time in the industry and honored to be able to help documented with the two of you in the whole team. >> Dave, How it Elias sitting there giving him some kind of a victory lap because we've been doing this for ten years. He's been the one of the co captains of the integration. He says. There's a lot of credit. >> Yeah, Howard has had an amazing career. I I met him like literally decades ago, and he has always taken on the really hard jobs. I mean, that's I think, part of his secret success, because it's like he took on the integration he took on the services business at at AMC U members to when Joe did you say we're a product company? No services company. I was like, Give me services. Take it. >> It's been on the Cube ten years. Dave. He was. He was John away. He was on fire this week. I thought bad. Kelsey was phenomenal. >> Yeah, he's an amazing guest. Tom Tom Suite, You know, very strong moments. >> What's your favorite Cuban? I'LL never forget. Joe Tucci had my little camera out film and Joe Tucci, Anna. One of the sessions is some commentary in the hallway. >> Well, that was twenty ten, one of twenty eleven, I think one of my favorite twenty ten moments I go back to the first time we did. The cue was when you asked Joe Tucci, you know why a storage sexy. Remember that? >> A He never came on >> again. Ah, but that was a mean. If you're right, that was a cube mean all for the next couple of years. Remember, Tom Georges, we have because I'm not touching. That was >> so remember when we were critical of hybrid clouds like twenty, twelve, twenty, thirteen I go, Pat is a hybrid cloud, a halfway house to the final destination of public loud. He goes to a halfway house, three interviews. This was like the whole crowd was like, what just happened? Still favorite moment. >> Oh, gosh is a mean so money here, John. As you said, just such a community, love. You know, the people that we've had on for ten years and then, you know, took us, you know, three or four years to before we had Michael Dell on. Now he's a regular on our program with luminaries we've had on, you know, but yeah, I mean, twenty ten, you know, it's actually my last week working for him. See? So, Dave, thanks for popping me out. It's been a fun ride, and yeah, I mean, it's amazing to be able to talk to this whole community. >> Favorite moment was when we were at eighty bucks our first show. We're like, We still like hell on this. James Hamilton, Andy Jazzy Come on up, Very small show. Now it's a monster, David The Cube has had some good luck. Well, we've been on the right waves, and a lot of a lot of companies have sold their companies. Been part of Q comes when public Unicorns New Channel came on early on. No one understood that company. >> What I'm thrilled about to Jonah's were now a decade, and we're documenting a lot of the big waves. One of one of the most memorable moments for me was when you called me up. That said, Hey, we're doing a dupe world in New York. I got on a plane and went out. I landed in, like, two. Thirty in the morning. You met me. We did to dupe World. Nobody knew what to do was back then it became, like, the hottest thing going. Now nobody talks about her dupe. So we're seeing these waves and the Cube was able to document them. It's really >> a pleasure. The Cube can and we got the Cube studios sooner with cubes Stories with Cube Network too. Cue all the time, guys. Thanks. It's been a pleasure doing business with you here. Del Technologies shot out the letter. Chuck on the team. Sonia. Gabe. Everyone else, Guys. Great job. Excellent set. Good show. Closing down. Del Technologies rose two cubes coverage. Thanks for watching

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Deal Technologies, World twenty nineteen. I'm stupid and my co host Dave Volante. Two sets, three days wall to wall coverage. Everything going on in Del Technologies really happen? A. Welcome back to the program. Same grow Cotton. Who's the senior vice president of product marketing at Delhi Emcee Sam so much that >> I am psyched to be here. I'm so excited. >> So you know you know, David, I will talk. You know, we come to these shows and back in the M C World days. It was like, Okay, let's walk through this massive portfolio and all the different areas. Last year we talked. There's a lot of simplification going on on DH Boy. This year it felt like, you know, massive infusion of cloud and talked to a lot of your team about how what's really happening now. It's not cloud walking. We're well past that. You know, Emcee and Dell both, you know, road through a lot of that today. But, you know, take us inside the keynote, putting these things together, and it's still quite a massive portfolio. >> It is, it is, and I get the honor of being the kind of the marketing front for the entire Delhi in C portfolio. So whether it's stored server networking, data protection and now hyper convert conversion now cloud our newest member of kind of the family, so to speak, Um, I get the opportunity kind of represent that which the earlier point creates a challenge as well, because it's such a broad portfolio of technology. So any time we get the opportunity to come. Teo Adult Technologies World of'em world rather a big event. We want to make sure we we shined the brightest light on the products that air >> both >> new and innovative, as walls continue to grow at a high rate. >> Alright, So Sam challenge. I wonder if I'm seeing a little bit of trend in there. So year ago, power Max was unveiled. We talk to the data protection team. It's power. Protect the the networking stuff got re branded with power and they've got the shirt with the lift switch power switch on there. So, you know, am I sensing a trend? Here is the When we simplify the portfolio. Power is the brand that lives up there. Are you the father of power? >> I am. To some degree. Yes, it was. It was kind of the genesis of an idea that we built on the original power edge brand which predate predated my arrival here. But we do. Look, we look, we look at the portfolio from a strategic lens and we're looking at the various different solutions we have across all the storage high end, mid range on structured as to the server product lines. Now, we powered up the data protection with power. Protect your point. Power switch is now on. So we turned. That went on, and we will continue to power up the rest of portfolio. So you're definitely on to something. There is a trend here, multiple points on that trend line. And I think you should be excited to know there's a lot more to come there too. >> So what? People talk about large portfolios. There was talk about integration and sort of threads across the architecture that maybe brings them together from a marketing standpoint and messaging standpoint. What are some of those threads that you're weaving through the portfolio, >> right? So one of the unique opportunities we have with such a broad portfolios, we want to make sure we have very strong, hard hitting product messaging. So of course, you've got the typical storage and data protection server messaging that talk about the he customer dynamics and trends that are going on at the individual product level. Now, what's what's newer this year and what you'LL start to see? More of us. We go for it is right now taking that product approach now, going vertical with that, talking about solutions and workloads and applications. So the big opportunity we have. And you saw that with the introduction of Del Technology Cloud as well as the Del Technologies Unified workspace, because we're now telling a broader solution story that includes, frankly, many products within delancy and many products across the broader del technology family that provide more of a business outcome solution, outcome discussion for our customers, complimenting the strong kind of individual piece part discussions which we have >> you and Sam, you know, we've looked at some of those solutions for a number of years, you know, VM wear and pivotal, and the storage products have been put together for a lot. Something I saw more than ever is you know, they're they're baked together. If you know VCF on top of it, the whole SPDC snack, you know, big day. One key note was a lot about the talk of, you know the better. Together as the pieces gives a little bit of insight, as you know how closely you know Del and the other logo's on the banner are working together. >> Yeah, if you think about over the last few years, Better together has been a big focus of ours is, especially as we've come together as one large company. But I would say we lived in the same neighborhood, you know. Now we live in the same house and and it's it's about how do we have the best integration between one product line or one room of the house with our neighboring room of the house for another product line? And you've seen that most recently with VX rail with the V C and technology and the delicacy of a structure. But now you're seeing it even broader than that. Del Technology Cloud is my favorite one to talk about, of course, and that is that bringing together the VM where Cloud Foundation suite of software This amazing set of software combined with this market leading segment leading delicacy infrastructure to provide that end and Turkey on premise Hybrid cloud which now could goto azure or Amazon >> Dave gives a whole another meaning to the noisy neighbor problem like >> All right, I'm gonna ask you So when you were >> living, it's a fun house. It's a very fun house. >> So when you were with Isil on, you had a relationship obviously with GM, where you got the S d. K. And you would do it then because you get acquired by CMC. VM wears sort of a sister company. Um law. Oftentimes the emcee would argue, Well, our integration is better than net APS or whoever else is. And, you know, maybe it was. Maybe it wasn't fine compete. But today there seems to be a conscious effort to really drive integration across the portfolio using VM. Where is the linchpin? I wonder if you could talk about that in terms of the strategy and what it means in terms of product marketing. >> Yeah, so it really depends on the case or work loader solution. Certainly in the cloud, I think, Dave, you're dead. On the VM are Virtual Cloud Foundation suite is the linchpin is the operating hub for our hybrid crowd saggy sitting on top of our infrastructure? So So that is absolutely the case. But if you look at other solutions there, maybe there's another member of this extended family that should be the point, or should be the lead of of kind of charge into a specific work. Hillary's case. We'LL evaluate those on a case by case basis. I think the important thing, though, is the strategy stops start from the top with Patton Jeff really working with both of'Em were and l N c teams. It is super clear the prioritization, the focus in the alignment to go build these combined solutions Together, we may not have had that alignment in the past, So if you look back historically, way probably didn't execute a CZ well or as fast as we wanted were now operating in absolute alignment and synchronization on the strategy, which makes it really easy for the teams to operate. Whether it's a marketing team, an engineering team, a services team, we're absolutely in locks >> up fascinated by this. Why? What's changed? What is it that Dell has brought to this culture that has enabled that catalyzed that? >> I think, you know, starting at the top with Michael, but certainly patent. Jeff spent the time, I think, Jeff, over a year and a half ago, they sat down and said, Here are key strategic tenants. Here's what we need to go do as better Together, we think we can move faster in the market. We aligned on those priorities, and we execute on those every single day. So I think that day one alignment has really helped to make the change >> very, very quick. Sounds >> so simple. But if if the assumptions that they make it the top don't pan out, then you have to pivot and you see it all the time in the tech business. All right, We're going to take that hill. Okay, Right. Way took that hill, but nobody's buying that hill. So now we got to go over here and we gotta Is Johnston shifting? Yeah. So is that the secret sauce? At least part of it is that they got it right early on. Fast course correction. >> Yeah, So I think the hero example that we've had the most run time with is the VX rail, which I definitely think we've hit a grand slam right with that one. Now we're trying to replicate that. Any more complex solution is something that's not just in an appliance. It's more broader. It's more strategic. You're now extending into, uh, partners like public cloud players, so it's much more. It's very, very important to have a plan have a strategy aligned to that execute. But by no means are we heads down and just going to take the hill if if the environment changes if the facts change. Jeff Pat the extended teams we constantly reevaluate and way were nimble and agile. We'LL shift if we have to. >> So, Sam, we've spent a lot of time digging in with the storage team here. I went through three Expo Hall, lots of gear you can touch, let two demos you can do. There's some people you know, went to the keynote, and they're like, Oh my gosh, this is not M c world. There's not that much storage. It kind of got glossed over when you talk about cloud and converged in all these things, they're talking about how you balance that internally and from out from a messaging standpoint, you know, Where is the message in the state of storage? You know, today in twenty nineteen? >> Yes. Oh, So yesterday we really focused on the Del technology solutions. Don't that cloud they'LL take unified workspace. Today's Kino we really pivoted back to the infrastructure conversation. This is where you saw the new enhancements with the unity x t. The ice salon continued to advance data protection with the new power protect announcements. So I would say day to probably felt more familiar for the traditional end SeaWorld teams. We had great demos showcasing The new capabilities were able tio have great customer examples how they're taking advantage of these capabilities. But with a portfolio so broad at Delta at the Del technologies level, never mind the deli in sea level, you have to pick and choose. And how you message to your customers, your partners to all of you. Of course. Well, so what? We're trying to kind of a line a solution story that's then complimented by great best of breed individual piece parts. And I think he saw that balance over day one and Day two today. How >> do >> you measure your success from A from a marketing standpoint? I mean, is it just revenue? I mean that, obviously one, but it's removed. But I mean, what other metrics do you use to sort of inform your strategy? >> Yes. Oh, again, I I had the pleasure of working both for Jeff Clark and Ellison do so. I actually have two bosses, which is a lot of fun, at times, literally. Seriously. Report dual report to both them. And what's great about that is there is no air gap between the marketing accountability, the marketing goals and objectives with the business within De Liam Si eso look, the ultimate factor that we look at in additional revenue, its market share. Are we competing in the markets that we select to compete in? And are we taking share? We've had a great last day, uh, great run over last year and a half on that front. So that goal is the same goal that we drive within marketing. Yes, there's things like share, voice and pipeline. You know, traditional marketing factors that we count within marketing to evaluate how things are working but were absolutely focused on the on ly goal. No legal that matters is hitting the plan hidden in the revenue growth and taking chair from our >> competitive. And so the cheese market share, I presume. Use I d see data as least in part. Maybe, maybe garden data. It's a combination of Yes. Okay, how's the market data? Because markets so huge we heard today with Pat Kelsey was talking today about two trillion dollar market, you know, And I say to myself, Well, how do you even measure? You know, the various segments in such a big market where there's been such consolidation, But what have you found in terms of the consistency and the accuracy, the data in terms of how it's translated to mean? Ultimately you can you can tell by your revenue growth, comparing it to others, revenue growth. So there's that measure, but is it pretty much stable and you're able tto? Is >> it reasonably predictable? You know, I won't get into the specifics, but we have a very detailed process on how we measure our success or not way Do use various resource is in terms of I. D. C and others to kind of measure in judge how the market's going. I would say it's an input. It's not the exact science that we would certainly certainly follow, but to your earlier discussion on Do things change? Obviously, market predictions, if I ever tell you three years from now with the market, is you know I would be a genius and Nostra Thomas and I would be predicting a lot of other things. It changes constantly. What we do know is the overall market is growing very quickly. It's in an unpredictable state of growth because of the amount of data that is growing. We think from a deli in C infrastructure standpoint, there is going to require a lot more infrastructure. So we feel very good about where the market is going in our role within this data era that we talked about today. But whether it's us or the market predictors, everybody is constantly adjusting because you just don't know >> what you have. Other sources you have obviously the channel you have. You you talk to customers. I mean, okay, Tom suite was selling us. That, I think is I. D. C. Was saying that it is going to grow it spendings and go to ex uh GDP, which I'm intrigued by on I believe it. I just Historically, it's such a big market. It's been aligned with GDP, but it does feel like it's it's accelerating faster. >> Look at the gross. I mean, look at that. The tech trends five g The emergence of the eye ot Internet of things at the edge Thie advancements within the modernizing of infrastructure. The move Teo hyper converge these new cloud solutions as we look to provide a non Prem cloud. You look at the public, Claude vendors are now have taken notice and said, Hey, you know what? It's not all one way or the other way. We've got to get into that game as well. So you're seeing a tremendous amount of growth, a tremendous amount of opportunity. At the end of the day, how are we helping our customers digitally transform is our goal in our mission, and I think we've got a great track record doing that in the >> world. Nothing in your size, a little bit of growth. There's a lot of >> cash, Sam, I don't want to give you the final word. You talk about the digital transformation. Give us a little bit of insight to the customers you're talking about. Where they are in their journeys has come the biggest challenges and opportunities that they're facing today. >> Look, we've been talking about digital digital transformation for a few years now. I would say we're still in the early innings. You certainly have a lot more customers that are taking advantage of digital transformation in typically lines of business, but not necessarily wholesale transformation. So I would say we're seeing a lot more customers seeing a lot more success in line of business conversion to digitally transform. But the next wave a transformation is hold hold, wholesale business transformation. You got a few highlights here and there. But for companies that are not born in this world that are more of a traditional business, it's the early early innings. So I think it's crazy, tremendous opportunity for everyone. Alright, >> well, Sam, first off, congratulations. We know it's not just the event, but all the different pieces that come through take more than a year for all these pieces together. So congratulations so >> much that they love the partnership. Looking forward to seeing you guys at the next big event. >> All right, for David, Dante, I'm Stew Minutemen. Be back with more coverage here from Del Technologies, World twenty nineteen in Las Vegas. Thank you for watching the cue.

>> Live from Los Vegas. It's theCUBE covering Dell Technologies World 2019. Brought to you by Dell Technologies and it's ecosystem partners. >> Welcome back to Los Vegas everybody. You're watching theCUBE, the leader in live tech coverage. This is our wall-to-wall coverage. We're wrapping up day one. I'm Dave Alonte, my cohost here at this segment is Stu Miniman. Jon Siegal is here as the vice president of product marketing, cubulum from Dehli MC. Good to see you again Jon. >> Great to be back as always guys! >> And I love that you brought a customer, Suzan Pickett is here. >> That's what I do, by the way. You realize that, that's my new thing. >> Suzan is the VP and director of Converged Infrastructure at US Bank. >> Thank you for having me. >> Welcome, one of my banks. I got a lease with US Bank. You guys are great. >> Thank you. >> Great to have you guys. >> Let's start with a customer, if that's okay? >> Absolutely. >> Tell us about your role, you got CI in your title that's interesting. >> I do. >> That's a relatively new trend, explain that. >> Yeah absolutely, so I've been at the bank a couple years now and my teams focus on Converged and Hyperconverged Infrastructure, delivering solutions and infrastructure as a service for our business. >> You guys have been working together for a while if I understand it Jon, right? Talk a little bit about what's happening here at the show maybe give us a quick overview of what's happening in CI and HCI in your world. >> Absolutely, so a lot going on as you saw today in Dell Tech cloud announcement. HCI was a key pillar there. Really VxRail, in particular, was featured as the simple and fast foundation for the Dell Tech cloud both as the on-prem manage version as well as, as you heard, the Data Center as a service. So really exciting to see how HCI continues to evolve and it's use cases around cloud and infrastructure as a service, as well as platform as a service as well. So a lot of exciting announcements there. In addition to that, just this past week, by the way, we also, since you mentioned CI, Converged Infrastructure, we just announced that we re-upped our agreement with Cisco, a new multiyear agreement extension to continue to innovate with Cisco on the VxBlock, which, as you know, was the pioneer in this, Converged Infrastructure space and with all the recent integrations we've done now with VMware, VxBlock as well as HCI, is really built to be a on-prem foundation for the cloud. >> Yeah so, this goes back to 2009, when Cisco and VMware and EMC got together and created this concept of Converged Infrastructure. There were other competitors in the market, but you guys kind of lead that trend, and so when you go back to that years ago, that's our storage and networking and compute, they were different parts of the organization. I presume you guys went through a similar journey. You had to put all that together. Herd some calves. And what did that do for your business? What was your journey like to CI? >> I think we're still on that journey, but I think it's also evolving as we go more Agile and more DevOps, more software-defined, we're seeing a lot more blending of the teams as well so we're creating a lot of virtual teams that encompass not just infrastructure but security, developers, networking as well and really being able to deliver that infrastructure's service, platform as a service, end-to-end provisioning for our business lines. >> Suzan, I love that story because I remember talking to, when this started, you talk to the storage group and they'd say, "Oh my gosh, you're going to take away my job." I'm like, "You know that security thing that they've been yelling at you to fix for a while? You talk about the new business apps that we need to do. These are the types of jobs that we want you to do." I heard you talk about Agile and DevOps and all these things. Talk a little bit about, what are the pressures you're facing from the business and the relationship between your group that help you to meet those now. >> Sure, well the first thing we did was we created an infrastructure automation services team and people looked at us like we're a little crazy to do that and we pull those highly, highly motivated potentials from within the organization that we already had to focus on automation and get the foundation for infrastructure as a service and get that part right. Something as basic as provisioning a virtual machine would take 12 weeks or longer and through our journey with Kubernetes today, containers, vRealize Automation Suite, on both Converge and Hyperconverge, VxFlex. We're now reducing that down to about three days and we anticipate, with a lot of our sprints and iterations, that we're going to be getting that down to less than a day within the next quarter. >> So John Furry says that automation is the killer app for infrastructure, so are you guys, are you building essentially out on infrastructure as a service platform, where people used to call it private cloud. I don't know if you use that term still. I think it's still valid. >> We do, yeah. >> How's that going? What's been the business impact of that so-called private cloud? >> We had a Business Critical Application that would often take year release cycles, more than 12 weeks to get a server, primarily focusing on physical servers, and now what we're doing is we're partnering with them with not only the business, the application folks, the developers, the middleware teams, networks, security, but also all of the infrastructure teams to deliver that faster speed to market, and so now they're down to days now to provision. They actually gave us a stat the other day that said, "By using our automation with Kubernetes on Hyperconverge VxFlex, that they were able to have cost avoidance of hiring a bunch of people to build physical servers. So that in and of itself was a huge win, but the fact that we can repurpose and releverage that automation, those workflows, the orchestration models, means that we can continue this conversation with the next business line and the next business line and keep telling that story and it's a good one. >> Jon I'd live to hear from what Suzan was saying and there's so many of the modern things that they're doing. When you look at your customer base, how are they doing on that journey? We used to always ask, in the earlier days, it was like, alright how much was I just eliminating sub-silos but pretty much doing the same apps and same processes before or have I really gone through some transformation? >> I tell you what, we've seen quite a bit of transformation in our customer base because they had to. You look at now, as you see with US Banks, they're now transforming their organization to support DevOps, right? That's an entirely new realm for them to focus on. That means they need to make infrastructure easier and simpler so we're finding that is really, I think, that's the catalyst and that they're realizing that the way to do this is let's make infrastructure as simple as possible. Infrastructure service. Make that platform as a service available so our customers can spend less, wait, our IT department can spend less time on the speeds and fees, if you will, of maintaining infrastructure, more time innovating up the stack versus down the stack, right? >> Alright Suzan, I got to ask a question Jon probably doesn't want me to ask you. You're trying to simplify, 'cause you're doing all this stuff that's not really adding value to your business, you want to do stuff that's going to make you more competitive. Well why don't you just throw all this stuff in the cloud? >> Good question and I think that eventually we will have a multicloud strategy, but it is a bank and we don't want to be in the news for a data breach and that's the real answer but also because we want to, again, lay that foundation for an on-premise, solid infrastructure as a service with service catalogs at the business. We can then drive that product taxonomy and they know that they get a good, solid product from IT and then we extend that into the cloud so as much as we can do that, and maybe there will be some cloud native apps down the road that go 100% in the public cloud. I don't have a crystal ball. I suspect there will be, but again we want to do it right and we think this is the right foundation to lay for that. >> You want to have total control over, certainly, your mission critical apps, I'm presuming, right? Maybe put some stuff up. I'm sure you have plenty of stuff in the cloud. Well why Dell EMC? >> I think it goes back to our strategic partnership. It's always been that strong partnership, that enablement, and that continuous feedback loop. We need something, we go talk to our product teams. We get that back, we get it back from our product teams, so it's not always perfect, and there are competitors out there, but at the end of the day, when we look at the Dell Technologies family and that ecosystem and our ability to integrate, iterate, automate within that family, it just helps us stream like that and standardize. >> We've heard this morning from a lot of folks. Michael Dell talked about it. Jeff Clark talked about it. Companies want to consolidate the number of suppliers, certainly infrastructure suppliers, throwing sass forget it, so many apps now. Are you seeing that? Is there pressure to consolidate the number of suppliers, or do you still have, in certain cases, where you really want to go best of breed, so-called best of breed, for some niche app, or do you want to consolidate suppliers? >> So I always want to standardize because that's going to help our automation story, but I still want best of breed, and so that's one of the primary reasons that we're standardized on Dell Technologies today. VxFlex being one of them and Converged Infrastructure being another. There are use cases for multi-vendor strategy, but again, you would look at the right solution for the right job at the right time. >> Okay Jon, that was a totally loaded question, so can you be both a portfolio company like yours and still be best of breed and if so, how so? >> Well I think what we are, we certainly are a portfolio company in the way that, but I think we have leading infrastructure, leading solutions in each case. You take things like Hyperconverge and Converge, great example of that, and I think what we see at the US Bank is that that porfolio of solutions is what's actually enabling US Bank to essentially address all other challenges, right? Whether it's the IS, whether it's the crown jewel applications that Suzan's trying to support, whether it's the DevOps that they're trying to actually build out right now. We've got best of breed solutions for each of those as well within our portfolio. And also, I would say that we're really focused on, ultimately, a portfolio with a purpose meaning that we're taking our networking, for example, portfolio, you just talk to Drew Shulkin. Together with out HCI portfolio, and we're ensuring that they work really seamlessly together so that in the case of, for example, working with, say VxRail or VxRack, we're able to automate all the networking for a HCI environment or at least 98% of it. That's really, again, taking but that's because we're best of breed and porfolio at the same time. >> Yeah so, I'm throwing all kinds of loaded questions out here, and I want to understand this because as independent observers you get Company A says this, Company B says that, but the customer's ultimately the arbiter. How do you, maybe not define, but how do you look at best of breed, what is best of breed to you? >> I look at the technology that's going to make me look good and that's going to make my teams look good and that's not just day one, that's day two and I think that's where the differentiator is as well. We've always found that Dell Technologies is there to support us. Stuff breaks, right? Your car needs oil, your tires need rotating, and it's the same with equipment in the Data Center. How those companies react and they support and they have your back when that happens, I think is the key differentiator and we always found Dell Technologies to be there for us. >> So I'm hearing the breadth, the porfolio. We haven't talked about services but I know that's a key part of it. >> Well, Suzan I hear you talking about day two. CI helped simplify that day one and then, as it matured, it worked more on the day two, and HCI even more. When you talk about the cloud solutions from Dell EMC, that cloud operating model. When you think about public cloud, I don't think about what version I'm on, it takes care of that. When I hear some of the solutions from Dell, it's getting to that model. How are they doing along that that spectrum, I guess, from the, "Okay I need to do the RCM and manage when I do the updates" to "I don't even think about it anymore." >> Sure, I think it is still something that we all care about as much as we're told we shouldn't care about it, I care. I want to make sure that we're doing the right things at the right time. I think it's a journey. I think we've come a long way in the last few years and I think that every year it gets better and as we start extending to that multicloud, obviously that's going to drive some of that solutioning as well. I think we'll continue to see improvement in that area. >> What is something that you'd like to see Jon do to make your life better? (laughs) Besides cut prices, you can't say cut prices. >> Alright, cut prices. >> Every year you cut prices. >> Let's talk about that deal. I think just continuing to be there, continuing to represent, bringing forth the products, the products team, helping us be strategic and also be very tactical. While I have this one last opportunity 'cause I don't know where we are timewise. I just want to shout out to my team. Right, so it's not just the Dell Technologies team that's bringing all this to the table, it's my team and the organization and my peer teams as well. We just keep sharing, we keep collaborating, and we keep iterating. >> Yeah Jon, one of the things, talk about collaboration, my understanding is Suzan's part of one of the user groups here. You know, big community. >> Yes. >> We always talk about at these shows. Maybe you can share that. >> Yeah so Suzan is actually a new board member for our Converge user group which has been around for several years now and she just joined a few months ago. >> I did. >> And I think that we talk about collaboration and feedback. Suzan is representing not just her own team, she's representing teams around IT around the world. And I think she's a great example of providing feedback, not just at Dell EMC directly, but to other users as well, and best practices and tips and tricks. We have a user group tomorrow at three o'clock. I think couple big executives might be there as well, so it's going to be a lot of fun. So tomorrow at three o'clock. I think it's, at least, our sixth annual that we've had here. But the user group itself, I think exemplifies as much as you've been talking about 'cause that's evolved from being what used to just be about a user group just about blocks, VxBlocks, now it's about CI, it's about HCI, it's about VxBlock, it's about Dell Tech cloud. We have VMware on the panel as well as Dell EMC so I think you see the user group has evolved with our customers and with our portfolio. >> It's a community, it's a mechanism for people to say, "How did you do that" or "How should I do this" or "How do I get my team motivated" or "How do I collaborate with security?" These are tough questions and so I think just having that network of people that can come together and ask those questions and be transparent and be authentic, that's what it's about. >> Appearance, problem-solving, sharing ideas. >> Yeah. >> You've been a Converged Infrastructure client, customer for a number of years. >> I have. >> So you've seen pre-acquisition, how has the Dell EMC merger affected your perception of the company and your relationship with them? >> I think in the last year, or the previous year, we were all waiting to see where things fell and what was going to happen, and I think now it's found it's feet, right? We're starting to see some announcements in both the Converged and the VxFlex space, and it's really starting to come together and I think that story, the Dell Technologies family story is really starting to come together where maybe in the last 12, 18 months, there was a little bit of unknown there and so, we just kind of sitting back and waiting and curious but keep doing what we're doing using that best of breed, the best practices that we have on the floor. >> Alright awesome. Suzan, Jon, thanks so much for coming on theCUBE. It was a great segment. >> Thank you. >> I appreciate it. Alright, that's a wrap for day one. Dave Alonte, Stu Miniman, John Furry's over there. Lisa Martin, Rebecca Knight is here. This is day one, we got wall-to-wall coverage. Tomorrow, day two and day three. Check out siliconangle.com for all the news. Michael Dell's coming on tomorrow. We got Pat Kelsey going to be on tomorrow. Tom Sweet's coming on later on in the week. Awesome coverage, check out thecube.net. This is Dave Alonte, Stu Miniman. We'll see you tomorrow, thanks for watching.

>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Hello and welcome to Del >> Technologies with Cubes Coverage Our tenth year covering DMC World del World Here >> Pat Kelsey who test Not your time yet, but you're going to be coming on later. >> Great key note. Thanks for coming by. >> I appreciate it. Explored back tomorrow. You later. All right. >> Not Kelson. You're kicking off the cube coverage. Three days. The wall, the wall colors. Got two sets. Shotgun of content. We got to cube cannons blowing out the content. I'm John Force to minimum David. Want a key note? Uh, really kind of the tectonic plates in the industry. Kind of coming together you had on stage is something. The Tele CEO of Microsoft, Michael Dell, CEO of Down, founder of Del Technology and Pat Gayle Sr. Legends in the industry Captains of the industry. Really a critical juncture for Del technology worlds and a slew of other announcements. But the Del Cloud unified workspace but showing Microsoft on stage. This is a game changing move for Del technology world sure del del Technologies. But also of'Em. Where. Bm where in bed with eight of us. We know that cover that relationship now, going multi cloud all the way with Azure and seeing the CEO on stage Pretty incredible days. >> I think you nailed it. It's a V m wear story, John, and the numbers tell it. VM wears market value's eighty three billion Del owns eighty percent of it. That's sixty >> six billion. What's left. Dell's market value is forty seven billion. That says, the Del Cores worth negative nineteen billion. If it weren't for VM, where Satya Nadella wouldn't be here and you're seeing Michael Dell really drive the integration? He said that several times on stage today. How much collaboration? I love the collaboration across the divisions. You saw Jeff Clarke with Pack yell Sigur talking about new desktop management, talking about VM wear Cloud on del. It's of'Em were story You're right on >> and pack. Kelsey is to really key message up their simplicity, simplifying I t. The Common operate. I felt like we were in a Cube interview four years ago because that's was the basis of hybrid cloud now kind of coming to fruition. Clear visibility, at least on the tech stack side on the operating side, this is an operator world in a developer world, and simplicity and ease of operations is going to be the critical differentiated for the winners. >> Yeah, so So, John. First of all, I think we're getting some clarity on this multi cloud world. Look, one of the things that Veum where did so? Well, not just that wave, A virtual ization, but V Centre was the centre of I t management. And the question is, can they extend that into multi cloud world? When Veum where made the partnership with a W s. It's like, Oh my gosh, what does that mean to Del We got the answer today. What? That means Adele Veum were cloud on Del AMC hardware for me personally. That relationship between VM Rendell I think it's closer from the top executive all the way on down to the field go to market than it ever was. I was one of the first people working with VM where a DMC I watched that relationship emcee always kept them is kind of the way own you, But you're gonna be independent work across the board across the board. You hear. You know V s right. V X, Ray Allen and XX and P. K s and all these wonderful products Dell and VM work developing together, going to market together. It has ripples, but Amazon likes it. Microsoft like that big deal to see Veum wear and Microsoft partnered together. There are some challenges with some other partners Visa vi, Cisco And you know, some of some of the others, like IBM and HB that, if historically partner a lot with the anywhere but a lot of exciting news and definitely on >> and cha gi ve m were knocked down Google last month. >> So, guys, this is the theme we're seeing. We see Zoom went public. That was a videoconferencing disrupting an existing industry people thought would never be disrupted. You heard something and tell a stay on stage. Say on stage here that the new generation of new APS need new infrastructure. So a re vamp, a reset revitalisation of infrastructure to power APS via cloud. It's kind. The same game computing resource is software APS but with a whole new distributor architecture. A boom is coming. We see the stock market is up huge. You see the tech earnings last week across the board. Solid results. This is now a game change. This is not a bad business to be in. You know what was once could be. A declining business sees more remote workers, people working from multiple locations, mobile unification with cloud computing, a complete renaissance across the board game. I mean, this is a big revenue opportunity. >> Well, Mike Michael Dell's Kino wasn't just about products. It was about innovation. He talked about solving world problems, a big picture stuff on. Then he let Pat and Jeff get down a little bit more into the product. Weeds and you'LL hear more of that. But Michael is laying out a huge vision. What a juxtaposition between that's what, four, five years ago, you had sort of Joe Tucci, the chairman, up on stage. Michael was there. You had. You had John Chambers there. Now Michael owns the whole kit and caboodle. He's calling the shots, and people want to do business with them. Veum, where again, As you pointed >> out to me and Lucia question, you've been following the emcee for a long time. When we interviewed Michael Dell years ago, when he was in private that he bought AMC one of things. He said a lot. People were pooh poohing the whole deal. Why they want to buy that boat anchor. He said, scale matters. So are we seeing a new generations do elected to weigh in on this too, of competitive strategy where scale matters because you look at what Del Technologies has done and is doing there essentially rolled up the global I t business and are competing at scale with synergies not even looked at before early on when we talked about it. But we started see from fruit off that scale Amazon prove scale cloud Uh, Microsoft moves of the clouds scale up now the earnings air up Thoughts >> Well, what strikes me, John, is that, you know, they always talk about end end cos talk about synergy. Synergy is a code word for cutting what you heard today. You had be ave up there, you know, talking about a video and talking about the end end capabilities that Del technology brings Del by acquiring the emcee. And of course, VM. Where is a much way more strategic partner for corporations way more than many of these startups? Khun B. so that is their linchpin. You could maybe criticize him on innovation and, oh, maybe they don't have the hottest product, but and end throw in financial services and other services. People want to do business with this company because they trust >> to scale clouds scale, delle scale, scale. >> So we heard Tom suite this morning. Talk about that, Del. Maybe I missed a couple of turns in the marketplace and they needed to go private to kind of rearrange things When they bought emcee. We knew that there are a couple of tail winds that they could arrive hyper converge infrastructure. Absolutely one. We've been watching that trend since day one that their outpacing the industry there. The leader. If you talk from a software standpoint, VM wears their. If you talk from a hardware standpoint, Dell's there who's number two in the space nutanix, which also is a complicated relationship. But Del sells that in Vienna, where still is the primary hyper visor on that environment, so they're still beating the market growth. But they're doing that by gaining market share on DH taking it. Michael always loves to talk about when he's taking market from the business So the question is the overall macro, you know, how long can they keep that double digit growth going? And Dave, I know you're looking to begin with Tom Sweet. A >> ninety billion dollar business grew fourteen percent last year. So this company, in order to grow it has to gain share because the market is not. You're not going that fast. You can't rely on repatriation. I'm sorry that people are going to just disappear from the cloud and come back. So you've got to gain share the other thing, I think, to their favours. Let's face it, they really did have their act together in storage. They were kind of missing the boat there and took their eye off the ball. PC stayed strong. They got their act together in storage, which helped with the product. Mitch mixed higher margins. So last year was a very, very strong year. Twenty twenties going to be a tougher compare, but it seems like they still have some knobs to turn >> just about competition. But, um, Nutanix, what do they do? VM where relationship with a W s. I'm sure. Andy Jackson looking distant, healing words like chaotic, complex, the bane of our existence. Kind of talking about cloud in general and you deal with multiple clouds were packed. Nelson, you say that, um kind of public cloud losing babe flavor here means to you got the public cloud dominating. Now, all this talk about on premise and you got nutanix out there. What? What happens in Nutanix here? >> Yes. Oh, look, Nutanix astute. Doing well on Dell is a very important O am. But way just on nutanix made a big partnership with Hewlett Packard Enterprise. Which, of course, I'm sure Michael doesn't like that happening. You know, Nutanix needs to keep growing their rice software company. It's interesting to talk about the other competitors I mentioned Cisco. Cisco is transforming themselves into a software company. Del Del Technology is the core business wants to be the leading infrastructure company they have VM wear. Bumi and Pivotal are their software branch with the core. Business is really around that scale that that that whole you know, infrastructure piece and it's a different chuck it the Mark >> Chuck Robbins that Cisco CEO Cisco's not yet made a big, bold move like a red at move. Well, could nutanix be that move game? >> Well, I don't know. I don't know. I think I play is an I o T. But But But to your point about your question about the cloud Cloud is not attenuating Amazons, with thirty billion dollar company growing forty one percent a year throwing off twenty five thirty percent operating margins. I mean, that's where the innovation is. That's where the scale is. Everybody wants to do multi cloud because they don't have a cloud. It's your only path if you don't have a cloud. So So I think Cloud's got a long walk >> look and they talk to you know, I tell you, you know, my community got all excited when Michael got up on stage and said, We're all in on Corin eh? Teas and what we're doing with multi cloud you're going to hear under the covers here. Everything is going from VM wear V M as that unit down to container ization, you know, talking about at that application modernization. That's where they're going to lean on VM wear modernizing some what they're doing. And you know, of course, pivotal in Bhumi are the ones that are the tip of the spear in that area. >> I don't think David, it's a suit point there. The Amazon growth will continue because if you look at what Del Technologies has rolled out today, certainly that Microsoft thing is well shot across the bow. Multi cloud, Nice checkbox. Great to see the committee of the CEO there. But everything benefits with sass in the clouds. SAS is a cloud game And if scale on the clouds gonna be there, I only see the public cloud getting stronger because the scales they're the economics cannot be ignored. Certainly the data equation will be interesting, but anon a premise infrastructure that's set up operating like a cloud. I think we'LL ultimately benefit because Amazons weak link, if there is one, is that they really don't have a sass business, right? So they have a series of customers that deuce ***. But that's going to be an opportunity for all those workloads to run on the clouds. And the question is >> going to be >> how how >> cloud like is what we here today. And I I'm a skeptic. I want to see it first, you know, Show me. >> Yeah. No, I mean, what do we hear? What are you know Veum works, you know, services on Azure. It's the STD sea stack. So we understand what that is. It is more than just virtualization. But we used to say Private Cloud just can't be virtual ization plus plus. So Veum wears, you know, expanding and changing that model. But, you know, is it cloud enough? I mean the David, you know? Oh, you want to finance it with an effects we could totally have That affects affects the two. It's great. But, you know, >> at the end of the day, innovation and economics winds and the cloud guys have the scale. I mean, look at the amount of money we heard from Google last month. They spent what, twelve billion dollars in Cap Ex through April. It would take Oracle six years to spend that much in Cap Exit would take IBM three and a half four years to spend that much in CAF X. They're cost structure is going to be so much lower. And ultimately, I believe that's going to win. >> Talk about the winners and losers because we heard at the Bank of America you mentioned also what you just said. They're the future has redefined not how you got here, how you move forward. What's the competitive positioning posture for a winning supplier in the modern era of Iranian Cloud? >> I think it's really smart that Adele is forcing these integrations and getting out ahead of this multi cloud thing, I guess said before. If you don't have a public cloud, you've gotto get into that multi cloud management business. VM wears their their their obvious linchpin. They're early in the game. This is Guest is going to play over the next five to seven years. But VM wear has knocked down eight of us. Google, now Azure. They've got a relationship with Alibaba. It's just a matter of time before you see that one happening. So they are in the pole position. The other one is IBM Red Hat. I mean, those are the two favorites in my >> and by the way, red hats here. And if you want to run, you know the latest greatest red hat solution on the Del Ready notes. You know, of course you can do that. So you know, we'd love to talk about competition, but at the end of the day, it's what's good for customers and can they pick and choose the option of their choice. How much do I get? A full stack. That's the same. And how much is their choice? And I didn't hear the word choice. Ah, lot because, you know, they were focusing on certain announcement day. But absolutely, Adele has done a good job in the space in the cloud space of laying out the top choices that customers want. >> The choice wasn't used because the choices del they'LL ship you VX rails. I'm not sure they'll be shipping other things in there. Maybe they will, too. Thanks for the analysis. Degraded. Al says, man, It's gonna be a great show. Three days of wall to wall comes to cube sets two cannons of content coming your way here A Dell Technology world. The Cube cannons stay with us for three days. I'm jumpers Do Minimum day Volonte Lisa Martin, Rebecca Knight All here in Las Vegas for Delta No stay with us We'LL be right back

>> fly from San Francisco. It's the Cube covering Google Cloud next nineteen Tio by Google Cloud and its ecosystem partners. >> Run. Welcome to the Cube here, live in San Francisco on Mosconi South were on the floor at Google. Next twenty nineteen. Hashtag Google Next nineteen. I'm John for my co host this week for three days and wall to wall coverage of Google's cloud conference is with Dave. Alonso Has too many men. Guys day one of three days of wall to wall coverage. We got Thomas Curry in the new CEO on the job for ten weeks. Took the realm from Diane Green. Thirty five thousand attendees. It's packed. It's definitely a developer crowd. It feels a lot like a WS, not a corporate show like Microsoft or IBM or others or Oracle. It's really more about developers. We just heard the Kino. Google's making some moves. The new CEO is gonna put on a show. He saw two customers you see in the positioning. Soon DARPA Kai, the CEO of Google, came out really kind of. Ah, interesting keynote Feels like Thomas's that's gonna shake that Oracle off, but he's guns blaring. Some new announcements. Guys, let's do a round upon the keynote. >> Yeah. So, John, as you said, a great energy here that this place is bustling sitting here where we are, we could see everybody is going through the Expo Hall. As you said. Is Google serious about this? This whole cloud activity? Absolutely. There's no better way than to have your CEO up. There we go, The Amazon show. You don't see Jeff Bezos there into the Microsoft shows? You know, you don't usually see you know their CEO. There you have the Cloud Group does the cloud thing, but absolutely. Cloud is a critical piece of what Google is doing. And it's interesting because I actually didn't feel as geeky and his developer focused as I would expect to see at a Google show. Maybe they've heard that feedback for years that, you know, Google makes great stuff, but they're too smart in there, too geeky When you go to the Amazon show, they're announcing all of the different, you know, puting storage pieces and everybody's hooting and hollering. Here it was a little bit more business. It was high level. They had all these partners out on stage and customers out on stage. Many of them, you know, you talk about retail and health care and all these other ones where you say, Okay, Amazons, a major competitor there. So, you know, can Google stake their claim as to how they're going to move up from the number three position and gain more market share? You know, as they fit into the multi cloud, which we know we're going to spend a lot of time on, wears their position in this cloud space today. >> What your thoughts. >> Well, first of all, there's a big show. I mean, it's we're here at IBM thick in February. This feels like a much, much larger event, Number one Stew said. It's really much more developer heavy, I think. John, there's no question people don't question Googles Global Cloud Presence. Soon Dar talked about two hundred countries, ninety cloud regions fifty eight plus two new data centers. So no question there. But there are questions as to whether or not Google could move beyond search and maps and Gmail and really be a big cloud player for Enterprise Cloud that really is to the elephant in the room. Can Google innovate and attractive CEOs? They showed a number of customers, not nearly, of course, as many as what Amazon or even Microsoft would show. They're talking about ecosystem. To me, that ecosystem slide. It's got a cord truthful this year to really show some progress. But you've got new leadership as we talked about last year, John and love to get your thoughts on this. Google's playing the long game. They've got the best tech and you know they've got great data. Great. Aye, aye. I want to take >> into the new rebranding of the Google Cloud platform, which is now called Antos, which is a Greek word for flour. We kind of had visibility into This would kind of start coming. But before we get into that, I want to just kind of point out something that we've reported on looking angle, some that we've been saying on Twitter on DH about Diane Greene. It's been reported that she was fired from Google for missing on red hat. All these rumors, but interesting Thomas Koreans first words, a CEO on stage. It was a direct shout out to Diane Greene. I think this validates our reporting and our analysis that Diane Green absolutely helped hire curry and work with the boy workers Sundar And essentially, because she was the architect of rebuilding Google Clouds Enterprise chops the team there that she recruited we've been following and covering. Diane Green built that foundation. She passed the torch. Thomas Curry. This was not a Diane Green firing, so I think I think Thomas Carrion nice gesture on Diane Green kind of sets the table and validates and preserves her legacy as the rebuilder re architect of Google Cloud. >> Pretty interesting. Yeah. I mean, you know, I think this where there's some smoke, there's fire that don't think Diana Corning court fired. I think you know that she was under a lot of pressure. She was here for seven years. I think they probably felt like Okay, now it's time to really bring somebody in. Who wants to take this to the next level? And I'll die unnecessarily had the stomach for that >> John Really great points there. But it does talk about you know what is the culture of Google? You know, the elephant The room is what is Google? Google makes you know most of their money on advertising. That's not what Google Cloud is. It doesn't fit into the additional model. You know, Google's culture is not geared for the enterprise. As you know that the critique on Google for years has been We make really great stuff and you need to be Google E. And you need to do things the way we do Thomas Koreans out there. We need to meet customers where they are today. That's very much what we hear in the Enterprise. That that's what you hear. You know when you talk about Amazon or Microsoft, they're listening to their customers. They're meeting them at their business applications there, helping them build new environment. So, you know, will Google be a little less googly on DH? Therefore, you know, meet customers and help work them, and that leads to the multi clouding the anthros discussed. >> We heard a lot about that today. I mean, John, you've pointed out many, many times that Cooper Netease is the linchpin to Google strategy. It's really you know, that was the kind of like a Hail Mary relative Tae Ws and that's what we heard today. Multi cloud, multi cloud, multi cloud, where is with a W s. And certainly to a lesser extent, Oracle. It's Unit Cloud Multi Cloud is more expensive is what they tell us. Multi cloud is less secure. A multi cloud is more complex. Google's messaging is exactly the opposite of >> that. So, Dave, just to poke it that a little bit, is great to see Sanjay *** Inn up on stage with VM wear. But where we last cvm were to cloud show. It's an Amazon. They've got a deep partnership here. Cooper Netease is not a differentiator for Google. Everybody's doing it. Even Amazon is being, you know, forced to be involved in it. Cisco was up on stage. This guy's got a deep partnership with Amazon and a ks. So you know, Cooper Netease is not a magic layers. Good job, Ada said on the Cube. Q. Khan. It is something that you know Google, that management layer and how I live in a multi cloud environment. Yes, Google might be further along with multi cloud messaging, then say Amazon is, But you know, Amazons, the leader in this space and everybody that has multiple clouds, Amazons, one of them, even the keynote >> This morning aboard Air Force right eight, I was forced into Cooper days you're not CNW s run demos that show, you know, a target of the Google clouded the Microsoft. You saw that today from Google >> while we see how the Amazon demos with our oracle. But that's the result. Let's let's hold off on the partisan saying, Let's go through the Kino So the Diane Green comment also AOL came out. Who runs VP of Engineer. He's the architect. One. This Antos product. Last year, they announced on G. C. P s basically a hybrid solution G a general availability of Antos, which has security built in out of the box. Multi cloud security integrated for continues integration, confused development, CCD pipeline ing very key news and that was really interesting. This is such a their new platform that they've rebranded called Antos. This is a way for them to essentially start posturing from just hybrid to multi cloud. This is the shift of of Google. They want to be the on premise cloud solution and on any cloud, your thoughts. >> You know, the demo said it all. The ability to take V m movement two containers and move them anywhere right once and move anywhere and that, I think, is is the key differentiator right now. Relative to certainly eight of us. Lesser extent Microsoft, IBM right there with red hat. That's to me The interesting angle >> Here. Look, Google has a strong history with Ken Containers. If you if you scroll back to the early days of doctor twenty fourteen, twenty, fifty, Google's out there as to how many you know, it just so many containers that they're building up and tearing down. However you go to the Microsoft. So you go to the Amazon show. We're starting to talk a lot more about server list. We're gonna have the product lead for surveillance on today. I'm excited to dig into that because on a little bit concerned that Google is so deep in the containers and how you Burnett eases, they're looking for, like a native to connect the pieces, but that they are a little bit behind in some of the next generation architectures built on journalists for death. >> I want to make a point here if you're not the leader in cloud which, you know in Enterprise Cloud, which Google is not, you know, IBM is not or, you know, Oracle is not okay, fine, but if you don't have a cloud like Cisco or Dell or VM, where you have to go after multi cloud. Amazon's not in a rush to go after multi cloud. There's no reason down the road. Amazon can't go after that opportunity. To the extent that it's a real tam, it's There's a long way to go. Talk about early innings were like having started the game of Outpost >> hasn't even been spect out. Yes, sir, there has not been relieved. So we're seeing what Amazon's got knowing they are the clouds. So they're the incumbent. Interesting enough on Jennifer Lin. You mention the demo. Jennifer Lin Cube alumni. We gonna interview her later. She introduced on those migrate Kind of reminds me of some of the best shows we have the migration tools and that migrates work clothes from PM wears into containers running in containers. As you mentioned. A. This is an end and no modified co changes. That's a big deal, >> John. Exactly on Twitter, people are going. Is this the next emotion? You know, those of us who've been in the industry while remember how powerful that was able to seamlessly migrate? You know, the EMS and containers at, You know, I shouldn't have to think about Colin building it where it lives. That was the promise of has for all those years and absolutely things like uber Netease what Google's doing, chipping away at that. They're partnering with Cisco, there partner with pivotal parting with lots of companies so that that portability of code isa lot of >> Master Jack is a cloud of emotion. I mean, we know what the motion did in the Enterprise. >> To me, that's the star. The keynote is actually the rebranding associate positioning thing. But the star of the show is the Jennifer Lin demo, because if anthems migrate actually works, that's going to tell. Sign to me on how fast Google can take territory now. What's interesting also with the announcements, was, I want to get you guys thoughts on this because we cover ecosystems, we cover how Cloud and Enterprise have been pardoning over the years. Enterprise is not that easy. Google has found out the hard way Microsoft is done really well. They've installed base. Google had stand this up from the beginning again. Diane Greene did a great job, but now it's hard. It's a hard nut to crack. So you see Cisco on stage. Cisco has huge enterprise. Cloud the em Where comes on stage? David Gettler Gettler, the VP of engineering of Cisco, one of their top executives on stage. And he has Sanjay *** and keep alumni came on. Sanjay had more time. Francisco. So you have two companies who kind of compete? NSX. We have suffered a fine Cisco both on stage. Cisco, absolutely integrating into We covered on silicon angle dot com just posted it live where Cisco is actually laying down their container platform and integrating directly into Google's container platform to offer a program ability End to end. I think that's something that didn't get teased out on the keynotes doing, because this allows for Google to quickly move into the enterprise and offer true program ability of infrastructure. This is the nirvana of infrastructure is code. This is what Dev Ops has been waiting for. Still your thoughts on this because this could be a game changer. Hydro, what's an A C I. This could put pressure on VM, where with the containers running in platform and the Cisco relationship your thoughts. >> So John Cisco has a broad portfolio. When you talk about multi cloud, it's not just the networking components, it's the eyes, absolutely apiece. But that multi cloud management, uh, is a layer that Cisco has, you know, been adding two and working on for a lot of years, and they've got very key partnerships. So making sure, you know, seeing right seeing David vehicular onstage here. Proof, Cisco, lot of enterprise customers him where, Of course, six hundred thousand customers. They're So Google wants to get into these accounts. You look at, you know, Microsoft strength of their enterprise agreements that they have. So how will Google get into some of these big accounts? Get into the procurement, get into the environment? And there's lots of different methods and partnerships We said our credit >> David vehicular undersold the opportunity here. I mean, when it comes to he did at working Inter Cloud. Sisko is in the poll possession position to basically say we got the best network, the highest performance networks, the most secure networks, and we're in a position to connect all these clouds. And to me, that didn't come out today. So when you think about multi cloud, each of these companies is coming at it from a position of strength. Cisco. Very clearly dominant networking VM wear in virtual ization and I think that came through. And Sanjay *** ins, you know, keynote. I think again Gettler undersold it, but it's a great opportunity for Cisco and Google. >> Well, I think Google has a huge opportunity. It Cisco because if they have a go to market joint sales together, that could really catapult Google sails again. If I get really was kind of copy, we're we're Cisco. But Cisco look, a bm was on stage with them. I thought that was going to be a Hail Mary for for Sisko to kind of have bring that back. But then watching Sanjay Putin come on saying, Hey, we're okay, it's going to be a V m World And Pat Kelsey has been on the record saying, Coo Burnett eases the dial tone of the Internet stew. This is an interesting matchup between Cisco and BM, where your thoughts >> Yeah, so so right. There's so many pieces here, a cz to where their play way. No, there's competitive competition and, you know, partnerships. In a lot of these environments, Google actually has a long history of partnering. You know, I can't even think how many years ago, the Google and GM or Partnership and Cisco. If I can't actually, Dave, there's There's something I know you've got a strong viewpoint on. You know, Thomas Kurian left Oracle and it was before he had this job. Every he says, you know, is T. K going to come in here and bring, you know, oracles, you know, sales methodology into Google. You know, What does he bring? What's his skill set on? You know >> what exact community? I think it's the opposite, right? I think that's why you left Oracle because he didn't want every database to run in the Oracle, Cloudy realised is a huge opportunity out there. I think the messaging that I heard today is again it's completely I saw something on Twitter like, Oh, this is just like organ. It's nothing like Oracle. It's the It's the polar opposite opposite of what Oracle is doing. >> I think I think curry and can really define his career. This could be a nice swan song for him. As he takes Google with Diane Greene did builds it out, does the right deals if he can build on ecosystem and bring the tech chops in with a clear go to market. He's not going to hire the salespeople and the SCS fast enough. In my opinion, that's gonna be a really slow boat. Teo promised land. He's got to do some deals. He's gotta put Some Corp Devin Place has gotta make some acquisitions will be very in the sin. DARPA Kai, the CEO, said. We are investing heavily in cloud. If I'm Amazon, I'm worried about Google. I think they are dark horse. They have a lot of they have a clean sheet of paper. Microsoft, although has legacy install base. Google's got, I think, a lot more powder, if you will. Dave, >> what One little sign? I agree without John, I think you're absolutely right. The clean sheet of paper and deep pockets, you know, and the long game in the great tech. Uh, you have a son should be worried about Google. One little side note, it's still you. And I talked about this. Did you hear? Uh uh, Thomas asked Sanjay Putin about Dell, Dell Technologies, and Sunday is an executive. Dell was talking about the whole Del Technologies portfolio. I thought it was a very interesting nuance that we had previously seen from VM wear when they were owned by himself. >> Dave, you know, we see Delon Veum where are almost the same company these days that they're working together? But John, as you said, I actually like that. You know, we didn't have some big announcement today on an acquisition. Thomas Kurian says. He's got a big pocket book. He's going to be inquisitive, and it'LL be interesting to see, do they? By some company that has a big enterprise sales force. It can't just be old legacy sales trying to go into the cloud market. That won't work, but absolutely the lot of opportunities for them to go out. They didn't get get, huh? They didn't get red hat. So who will? Google Page? You >> guys are right on man. Sales Force is still a big question mark, And how can they hire that fast? That's a >> And again, he's only been on the job for ten weeks. I think is going to get his sea legs. I think it's him. He's going to come in. He's gonna ingratiating with culture. It'Ll be a quick decision. I think Google culture will accept or reject Thomas Curry and based upon his first year in operations, he's going to get into the team, and I think the Wall Street Journal kind of comment on that. Will he bring that Oracle? I thought that was kind of not a fair assessment, but I think he's got the engineering chops toe hang with Google. He kind of gets the enterprise mark one hundred percent been there, done that. So I think he's got a good shot. I think you could make the right moves. Of course we're here making the moves on the Cube here live for day, one of three days of wall to wall coverage. I'm sorry, David. Lock These two minute men here in Google, next in Mosconi in San Francisco Live will be back with more coverage after this short break.

why from the mandalay bay convention center in las vegas it's the kue covering vmworld 2016 brought to you by vmware and its ecosystem sponsors now here's your host John furrier hey welcome back everyone we are here live in Las Vegas at the mandalay bay convention center in the hang space at vmworld 2016 i'm john fervid SiliconANGLE is our flagship program the cube where we go out to the events and extract the signal it annoys this is our seventh year covering vmworld and every year it gets bigger and better the cube and the guests on the content and I'm here with the person who's made it happen from day one Robyn Matlock was the CMO of VMware first of all congratulations on a great event and thank you for supporting the cube for seven years it's been fantastic and it gets better every year you well I'm thrilled to be here and you know a huge fan of the cube you're an integral part of the program so here we go again John we're ingesting all the day that we're analyzing and we're providing great great videos a lot of volume but what an interesting thing I want to get your take on because you have written the vmworld bus for a very long time don't remind me it's changed and grown and one of the conversations we've had all week is what I've been calling ecosystem two point oh what is the ecosystem going to evolve into for vmware and vm world and it's been interesting and so on to get your take on and one of the things that it was striking was what pat kelsey has said to me yesterday on the cube interview was VMware's not only if not a prop one product company anymore it has grown to be a multiple set of products on technologies which has created a diverse and growing community absolutely can you add some color to that because this has been it's always been the community is very strong in VMware vmworld and VMware so but it's evolving that's honestly shifting and changing it in bad way it's just growing and morphing can you comment on there I think it's a really interesting topic it's in it's a rich topic because it as VMware's business is changing first of all our value about the community has never changed I mean we really value an ecosystem our customers wanted expect that we work and play really well with the variety of technologies that are in their but of course is our business in portfolio has grown and expanded the nature of the types of companies that are engaged in and around as shifts and changes to and if it doesn't then we're probably all going to have some issues down the road so I think it's a lot like driven from customers what do they want all of us vendors to do to work together so their life is easier yeah and the other thing David's lawyer is the CTO Wikibon is very technical comment that it's the best vmworld ever from a statement of direction standpoints very clear that the data center role that vmware has and this intercloud in which we call Pat calls it cross cloud is a real rich area for innovation and growth oh I think we're just on the cusp of the potential of that so you heard us talk about the cross cloud architecture and we broke that down into a few things like the VMware cloud foundation that's recension the software-defined data center stack all with lifecycle management that you can consume on-premise and off premises the IBM partnership the opportunity for the V clutter network partners I mean there's just so many the size O's are involved in this it's just really it's almost like a whole economy that can integrate into this broader you know offering I guess with all that in mind how are you managing the logistics because you know it's pretty obvious at vmworld is back in Vegas Moscone is pretty much under construction for the next few years you're going to be here for a couple more years yes here for a couple more you learn and it's just growth in this community what's how do you do that what's the key keys to that you know I think first of all it's about really making sure you're connecting with your customers and your partners and it's about experiences right it's making sure that you're getting them the rich content this is a technical conference so we're going to be measured by did we showcase and engage our audience with the right kind of technical information give them hands-on access to the things that they want to learn and further their careers and you know I always use that it's like we've got to stay close to our customers so any feedback that you've heard positive areas to work on what are your thoughts and as you look back now it's day three looking out over the past few days and we can I say one of the things I'm most proud of and I am seeing it in the Twittersphere is the fact that we had a lot of customers do the talking customers do the showing there were over a hundred summer's here this week on panels in labs in keynotes on videos all talking about their experiences and this group of people they want to hear from their colleagues in their peers so I think customers really helped us this time tell our story and help people understand what does this mean for their business so customers coming on today on the cube so you continue to watch if you're out there I got to ask you the question because one of the things I every every cube event I always have my little puzzle pieces I want to try to figure out how know where the puzzle corners are and I've been asking all the VMware executives kind of hidden question but it's basically this what does VMware scan for and I've been kind of getting a couple different answers so you're obviously CMO so you're going to be right on message I want to get your thoughts on that but before your answer the best answer came from a former VMware employee Steve arid who is the CTO now he's a venture capitalist and just off the cuff II just said VMware likes to make complexity go away they want to simplify complexity create abstraction layers and that's essentially the theme of the show here so it's that how do you guys talk about that because the customers want to see the direction of VMware what is the official messaging what is is that is he on targeting me sees that you kind of made it comment like it's in the DNA of VMware I would agree that you know simplifying complexity is in our DNA I think it's a little bit hard to say that today's IT world though is simple III think we all have a long journey to really make IT simple I think we're about unleashing the innovation from IT and in order to do that you have to simplify the complicated so they can focus on the strategic right but I would say and our core what we're really about is how do we unleash that potential and remove obstacles simplify complexity to ensure they can contribute to their businesses with the most impact at the accelerated pace as possible that's why i think pats across cloud is interesting because that is certainly probably one of the most complex things to do absolutely to the cross cloud and only getting more complicated i think that's what we're seeing now you know fast for the cloud era is maturing but what we're finding now is businesses have many clouds they have SAS applications they have their private cloud they have multiple public clouds they have managed cloud services and we know we've been down this route before in the old compute server world managing these silos can become extremely complicated so I think right now we're already thinking about how do we drive this and simplify this other comment from our analyst kick off this morning and breaking down kind of the vmworld ecosystem and VMware and I like to get your thoughts on kind of the internal VMware conversation because I know and obviously the dell transaction with emc is going to be on the 7th so that's public now so but VMware it seems that David floyer said is unleashed and Michael Dell's making a commitment to VMware that's pretty sincere about being independent and partnering well I'm kind of seemed like EMC kind of had that invisible hand is invited to this David Floria said this but share some of the VMware because this is in the DNA is to be independent right you're right it is definitely in our culture and i think michael has been extremely consistent I've been with him in many meetings both public private and he is never wavered from his commitment to support VMware's independence to support our ecosystem and to really open up opportunities for us to grow at our full potential and I we are partnered with dell for a decade right this is not new to us and we have a great relationship with them regardless of this acquisition I think the opportunities and the doors are going to open even further there's a lot more we can do together but I really feel we've got a really good balance he knows that our ecosystem is the core success factor for us so ecosystem is a big big part of the success so in your definition what is the ecosystem two point oh I think the ecosystem involves a variety of things first of all there's emerging technologies their service providers their sizes there's the telcos there's ISVs there's the SAS providers there's the two-tier distribution the channel partners the people who touch the customers there's a consultants I mean I think it's just all evolving with us kind of in one big tornado you know I think it's all those things to get a lot of growth it's not a moving parts no and how about containers that so that you know a whole nother dimension right do and I was saying the container buzz was talking to Jerry Chen last night and say last year's all about containers only one session the cloud native session yesterday they did talk about it but it didn't dominate the show like it did last year the cross cloud really kinda was great and I'll see the end user computing stuff seems really compelling yeah I think things kind of ebb and flow it depends what's really new and so you know there's kind of different focuses each year I so give us the internal or our marketing philosophy now that you have stuff clicking together now with the product side you see the NSX with vsphere playing nicely it's a lot of stuff d-san is exploding the product the products are clicking absolutely oh there's a great chair that pad announced okay with it we'll do that later but how does that get marketed no product teams going to do it yes because it's interesting there's standalone products but also work well integrated yeah you know we're at this very interesting chasm and i would say we're kind of in our teenage years right now in my analogy and that when these products let's take virtual San or NSX when they're first coming out the door they need to be incubated and they need almost like startup attention and as marketers we wanted to give them that really dedicated focus but it's time for us now to grow into our 20s and what we need to do is to be more solution oriented and we need to be more industry oriented look at verticals and help our customers associate what's the impact in my world whether it's retail or its government or its healthcare so you'll see marketing at VMware shit more vertical solutions and verticals yes and by line of business kind of thing going on more mature more businesses I think it's really thing of the day our customers don't think about our line of businesses they think about what business problems are they trying to solve and they you know whatever business units we have is irrelevant to them I've taught in some of the VCS last night at that light speed party and a lot of Silicon Valley DC's were there and I said you know there's no Gartner Magic Quadrant for this horizontal solution set so you know usually have the magic quadrant you know the leadership's by categories but now you have this new kind of disruptive solution set which could be a vsphere here there and kind of stuff kind of cobble together integrated there's no magic quadrant for that so it's really hard for customers to find out the playbook right and we have to make that really simple for customers i also think that's the potential that vmware has which maybe is unique to a point product startup that they have one product we can put these things together for even more impact more value and a more seamless experience because i think that's key it's got to come together as an experience I no question Robin what are you going to take away from vmworld this year we're gonna take back to the ranch what are going to digest what are you going to share with your with your team and your colleagues that you've learned from this show you know I think we're really we're executing I think we've created a great experience I think we've attracted the right kinds of attendees you know this is just the first of many because we roll this program into barcelona in six weeks then we roll the following week all over asia i'm off to mumbai vented beijing we're just going to roll through Asia through December so the key is we're onto this right the content is right the cross cloud architecture is really resonating the cloud foundation it makes sense workspace one we just got to stay the course help make this stuff really simple and clear for our customers and partners that's great stuff it does make a lot of sense in and it's got clarity and you can see the 20 mile stare the straight and narrow and congratulations on a great vmworld John thank you so much appreciate it Robin Matlock CMO here inside the cube live at the Hang space the mandalay bay convention for vmworld 2016 you watching the cube