>> From the SiliconANGLE Media Office in Boston, Massachusetts, it's theCUBE. Now, here's your host, Dave Vellante. >> Hello everyone and welcome to this week's episode of theCUBE Insights, powered by ETR. In this Breaking Analysis I want to lay out my 2020 predictions using insights gleaned from theCUBE blended with ETR spending data. You know, 2019 marked our 10th year of doing theCUBE. Over that time we've had the pleasure of covering nearly 1000 events and milestones, including the exit from the great softness of 2008 and 2009. You know theCUBE has extensively tracked a 10 year bull market. We've covered the era of data. We saw the rise and profitless prosperity of the big data and opensource Hadoop movement, where we predicted the practitioners, not vendors, would benefit the most from big data. We've covered many dozens of acquisitions including the 60 billion dollar chess move made by Michael Dell acquiring EMC, and a launch of hundreds of startups in flash, hyper-converged, big data, AI, blockchain, crypto, security and SaaS. There'll be other days to talk about theCUBE and review that, today's all about predicting the future, using spending data and insights from the thousands of interviews we've done on theCUBE. So let's get right into the ETR data and start with the high-level spending. Remember in October, ETR released its survey results and stated that we're coming out of a multiyear investment cycle in digital transformation. Enterprise IT buyers have learned what works, and on which technologies they're going to double down. They're now narrowing their investments on emerging technologies, picking those winners for the next gen tech, and at the same time, they're cutting redundancies from legacy players that they were keeping on as a hedge. Buyers are picking bundled suites from a handful of mega vendors, and solidifying their investments. We're seeing a multi-generational dynamic repeat itself, where buyers are creating a balance between the convenience of packaged offerings, i.e. bundles, and leveraging best of breed technologies to drive innovation. So on balance, the ETR data shows that a contraction in spending and tepid CIO sentiment is impacting both emerging vendors as well as traditional players, and these trends are most pronounced in the very largest organizations, which have always been the best bellwether in ETR's data sets. Let me share with you what one IT executive said recently that I think really sums up the situation quite well. He said, "ETR's findings mirror what we're doing today, "in that we spend most of 2018 bringing in "a lot of the new, core technology. "I believe what you're seeing now is not a lull in spend, "but an operationalization of what we've already purchased. "We're not spending on what's next yet, "because we're still rolling out what we just bought." This is from a VP of global IT at a large public manufacturing company, I said he, it could be a she as well. I think that she's summing it up correctly, and it reflects many of what customers on theCUBE tell us. Now, let's take a look at the macroeconomy. GDP growth is going to come in at about 2.3% this year, give or take. It's not going to hit the Trump administration's goal of 3% plus, but consumers are clearly powering steady growth. At least for now. IT spending should grow at about a point or two above GDP, so let's put that at, say, 4%. We're right in the middle of a Santa Claus rally, and the S&P is above 3200 today. Tech has been a powerful tailwind for stocks, and I think stocks, tech stock's going to take a breath in early 2020, but I expect continued strong growth in the economy and tech spending after a Q1 pause. I could see the S&P flirting with 3700 or even higher in 2020, and I think the tech sector will be a benefactor of that momentum, providing an impetus for continued growth. Here's my thinking on that. So much of 2020 is going to be about the election, and to me the election is going to be really about the economy. And I predict the economy is going to remain steady. And as the IT leader I quoted earlier said, customers will be operationalizing what's been previously purchased. Here's what's different in 2020. Tech projects have historically been very risky investments, and have required higher internal rates of return, IRRs, to get approved by CFOs. But the cloud has altered two factors. One, is that it's allowed more experimentation for way less money. The second is cloud, by shifting CAPEX to OPEX, allows for much more incremental, lower risk investments. So I think you'll see continued steady growth, powered by the cloud, which allows experimentation, and importantly higher hit rates of success. These successful projects will throw off cash for companies, and CFOs are getting on board because they realize it's driving innovation. They also realize that IT does matter, maybe not in the form that Nick Carr envisioned, but a new generation of IT that creates competitive advantage. This brings me to my first main prediction, which is the growth of cloud computing is going to moderate, but the cloud will continue to steal significant share from on-prem spending. Now the narrative that the pendulum is swinging back in my view, is a false narrative. Rather, the pendulum has swung, and the cloud is the underpinning of innovation. Now having said that, I do think we're seeing a bit of an equilibrium in spending, where buyers have identified those workloads that are going to remain on-prem, which is why you see, for example, AWS, Azure, and Google making moves in hybrid. Hybrid slash on-prem offerings. What this chart here shows from ETR, so from 2010 through October '19 survey on cloud spending, I had to block out the 2020 survey as it's currently in the field, I'm not allowed to show that data. The yellow line is market share, which in ETR parlance, as you remember, is pervasiveness, or mentions in their survey. The blue line is spending momentum, measured as net score, which essentially subtracts the percent of customers spending less from those spending more. The long, steady march of cloud, as you can see, continues, and there's no indication that it's going to abate. That said, the penetration of cloud has become much more meaningful, so share gains will be more hard-fought for the cloud guys. Now, you may see this as a non-prediction, or a hedge. It's not, let me be clear. Cloud will continue to steal share from on-prem, but share gains for the cloud vendors will be more difficult. Which brings me to part B of this prediction. What I'm showing in this chart is market share from ETR's January 2016 survey through October '19. And I'm showing spending for three on-prem vendors within AWS, Azure, and Google Cloud accounts. And I'm picking on Oracle, IBM, and Dell EMC as three prominent on-prem proxies, and you can see the steady decline in market share for these companies. And even though there's a bit of an uptick in October, I don't see this as a reversal. What's going to happen is that traditional on-prem vendors are going to step up their cloud strategies. Specifically with multicloud management. This is going to be the case with Dell, who's going to leverage VMware, and in the case of IBM, they'll try to take advantage of Red Hat in that multicloud game. Now both IBM and Oracle, who each have public clouds are going to dig their heels in, they're going to get customers in a headlock, and provide big financial incentives for them to use their captive clouds. All right, so with the high-level spending comments that I made earlier, and that cloud discussion that we just had as a backdrop, the question is, which companies will do well in the coming year? I'm going to call out five companies, that I want to highlight where the ETR data intersects what we're seeing on theCUBE. The prediction is these five players will do well in 2020, they're going to power through any downturn in spending, and they're going to thrive in the face of the cloud share shift. So the chart here shows data from the ETR October 2019 survey, and it lays out net score or spending momentum for these companies, that I am predicting will be winners in 2020 and beyond. And the five companies are UIPath, Snowflake, Databricks, HashiCorp, and Rubrik. Let me start with UIPath. They are the leader in robotic process automation. I think RPA is going to do well even in a downturn, because more companies will be looking to automate and save money, even in a softer climate. Automation Anywhere is another player in this space, they're doing pretty well, and I predict that UIPath will come out on top of this space, but both UIPath and Automation Anywhere can thrive. Next company is Snowflake, they are changing the analytic database market, and I've covered them before in previous Breaking Analysis segments. They are going to continue to grow nicely in my view. They are 100% cloud-based, and they participate in all popular cloud platforms. Now ironically, they compete with AWS RedShift, who continues to copy some of the innovations that Snowflake has popularized. But AWS and Snowflake are strong partners, so there's room for both companies to thrive. Snowflake especially, as they play in clouds other than just AWS. Which brings me to Databricks. We're seeing a new type of workload emerge in the cloud for modern analytic databases, where organizations are taking all this data that they have, lots of it in the cloud, and they're structuring it within a Snowflake database, or RedShift, and they're bringing Databricks tooling to the equation to be able to query and visualize the data in near real time. Now of course, as I say, AWS plays here with RedShift, and they're selling a lot of EC2, so they love Snowflake. All major cloud players are seeing this type of workload enter the mix, and it's going to be a strong area of growth in 2020 and beyond. Next thing I want to talk about is HashiCorp. HashiCorp is capitalizing on this trend toward cloud-native computing. The company provides opensource tooling for developers, and is all about simplifying application deployment independent of the underlying platform, whether it's virtual, container, or cloud. Five years ago, the players in the space that got all the attention on theCUBE were Chef, Puppet, Ansible and Salt, and today, especially again on theCUBE, you hear the most about Hashi and Ansible, and in fact we were at AnsibleFest with theCUBE, and we heard lots about HashiCorp, so they both complement and compete with the older players. To me, this reminds me of Spark within the Hadoop ecosystem. Hashi has raised about 174 million in VC, and as you can see they have very strong spending momentum in the ETR dataset, with a net score, as shown, of 63%. Now finally, I want to talk about Rubrik, which has been a consistent performer in the ETR dataset. They're trying to transform backup into data management as a discipline. They compete with established players in the data protection space, guys like Veritas, Dell EMC, IBM and CommVault. Now Rubrik is not the only new or newish player here, that's doing very well, Cohesity, who's relatively new, Veeam, which has been around for a decade, both doing very well and showing up strong in ETR surveys, especially Veeam, but Rubrik has been a consistently strong performer and has been outpacing the others, so I want to call them out. Look for these five to do very well in 2020, and into the next decade. So that brings me to my next prediction, I want to talk about Kubernetes. This prediction is twofold. Kubernetes is going to continue its strong showing as this data from ETR shows. This is Kubernetes' market share in the October 2019 survey, so Kubernetes spend had a 76% net score. So very very strong. But the other part of the prediction is that Kubernetes will become embedded into virtually every platform, and people will stop thinking about it as a separate market. Already today, there's little discussion of the idea of a Kubernetes distro, I mean Anthos is an example of a Kubernetes stack, but it can be run in the cloud, it can be run on-prem, anywhere. VMware Tanzu, Microsoft Azure Arc are other examples, they're really not stacks, but they're management platforms that can manage anyone's Kubernetes instances. I like to think of this as kind of like flash. You remember when everyone looked at flash storage as a separate market, well today it's just embedded everywhere. And that's kind of what's happening with Kubernetes. So spending momentum is going to continue to be strong, but by 2023, Kubernetes will be ubiquitous, and not really thought of as a separate entity. All right, for my next prediction, I want to talk about cybersecurity. I did a Breaking Analysis earlier this year on security, and I showed this slide. And as you can see, I've added a little something in the red stars for my prediction. So what this chart shows is two views of net score, the left-hand side shows the ranking by net score, and you can see CrowdStrike, Okta, Shape Security, which was just, by the way, bought by F5, that was an announcement. Twistlock, which is now Palo Alto Networks, and you can see the others down that list. On the right-hand side is net score, but it's ranked by shared N, which is a measure of pervasiveness in the ETR dataset. What I've added is the four star companies, that is those companies that have both spending momentum and are pervasive in the ETR survey. So the prediction is 2020 we'll see the four star companies maintain their position and gain strength in 2020. These include established players with portfolios where they can bundle like Microsoft, Cisco, Palo Alto Networks, Splunk, Proofpoint, Fortinet, and CyberArk Software. And then the newer companies like Okta and CrowdStrike are going to continue to gain share faster than the larger players. Now you also may see companies like SailPoint, Illumio, and SentinelOne emerge as four star companies over the next 24 months. Now the one company that's not on this list that is a major player in security is AWS. AWS is the cloud security leader, and is in a category all by itself in many ways. As I said in my security segment earlier this year, the market is incredibly fragmented, and it's going to stay that way. Each year we look back and say "Did we spend more on security?" and "Are we more safe?" And every year the answer is yes, and no. And 2020 will be no different. Now if you look at the various data sources, we spend approximately 120 billion dollars annually on cybersecurity. The worldwide economy is about 85 trillion in dollar terms, so on balance, we spend about .14% on securing our economy, so we're barely scratching the surface. The market is going to remain highly fragmented, the rich will get richer if they have four stars, new players will continue to enter the space, and M&A will continue to be robust. Now if you exclude my long shot that the S&P will break through 3700 next year, that makes nine predictions. For my 10th and final prediction, I don't have hard data from ETR, but I have a strong opinion on this, and that is that the edge will be won by developers, you've heard me talk about this before. Specifically, platforms like Outposts, which are essentially programmable infrastructure which bring a cloud development platform to the edge, is how that space will evolve. It won't be won by shoving traditional servers and storage boxes out to the edge. Rather, it will grow by coders being able to build new applications and workloads on top of infrastructure as code. Okay, that wraps up my 2020 predictions. I'd very much like to hear your opinion, so you can leave your thoughts or your own predictions in the comments sections of this video, or go to my LinkedIn posts. You can reach me @DVellante on Twitter, love to hear your thoughts. And don't forget, this series is available on iTunes, Spotify, and other podcast platforms for your listening pleasure. I'd like to wish everyone a safe and restful holiday season and a prosperous, healthy 2020. Enjoy your families, enjoy this time, this is Dave Vellante, signing out from the latest episode of theCUBE Insights powered by ETR, thanks for watching, everybody. We'll see you next time. (techno music)

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hi everybody welcome to this cute conversation sponsored by Dell EMC today we're gonna cover deli MCS next-generation data protection announcement but before we get into it I want to talk a little bit about data is data an asset or a liability you know many years ago people used to look at data because it was growing so fast it was so expensive to manage they looked at it really is a liability that had to be managed but that's changed data today is viewed as an asset why is that I would say it's because a digital business what's the difference between a business in a digital business we think it's how they use data digital businesses put data at the core it's their most important asset they're trying to figure out how data contributes to the moneth estate monetization or the mission of the business the problem is the data is plentiful but insights really aren't people want insights that drive business impact in a digital world protecting that data has never been more critical but it's complicated you've got data on prem you've got data in the cloud you've got data at the edge so what we've seen post acquisition of emc by dell is the company has dramatically accelerated the cadence of announcements and they're further enhancing their portfolio today and we're gonna talk about that we've got really three segments today I'm gonna talk to a real Barret about the announcement in the hard news we're gonna look at a short video and then Beth Phelan the president of the Dell UMC Data Protection Division is gonna come in and talk about the vision so let's get right into it Rhea Barret great to see you again thanks for coming on thank you so much Dave it's always a pleasure being here yeah well you've been here a few times this year haven't you a few times yeah quake coming here to opening presents on a holiday because it's the professional equivalent and I think we've been here four times already this year yeah that's right we had you here early in the winter and then of course pre Dell technologies world and we talked about those the survey that you guys did and here we are again so okay so you've got this market momentum I talked about that a little bit the space is is growing what's the news today we have some exciting before I talk about the news though I do want to talk about when we were here in April if you remember we introduced some exciting new products into our portfolio it was protocol power protect Data Manager our brand new next-generation software for data management we introduced an integrated appliance power protect x-series the multi-dimensional appliances basically as well as an IDP a a terabyte IDP a again these are all important because they're proof points of our commitment to our customers in terms of delivering industry-leading appliances as well as software-defined solutions to meet their ever-growing ever more complicated data protection environments from the core to the edge to the cloud so as I said I mean you guys are accelerating the cadence of announcements so how does all that fit in to what you're announcing today what are you introducing I'm actually really this is an exciting present for me because as you know in February when we talked about data domain we were celebrating a very important milestone data domain has been the bedrock and the foundation of our portfolio and since its inception it not only defined a brand new market and disrupted an existing market but it also led the market for over a decade as the as the lead product and the lead solution that customers chose that makes us announcement and this president even sweeter because I'm really here to introduce the next generation data domain power protect dd the ultimate data protection appliance so power protect that's that's kind of the new brand that you guys are using yeah and and so that's that's exactly the Cadell using it across its entire portfolio yeah we're powering up the portfolio and data protection is no exception we're introducing three new models under the new power protect DD umbrella its power protect sixty nine hundred ninety four hundred and ninety nine hundred that's replacing actually four four models and we're also what you'll notice is the power protect the DD 3300 as well as the power protect virtual edition will be parts of the solution for our customers so how how should we think about the value from a customer perspective that you're delivering yeah that's great at the end of the day it's all about customer value and when we think about data domain and what it meant to our customers in terms of proven solutions it's all about the next generation really taking that and and even even raising the bar further so for customers what are they looking for a cloud is everywhere so multi cloud is one of those facets the other is really around performance efficiency and security because those issues are never going away if not only getting exasperated and multi-dimensional appliance portfolio it's part of a bigger portfolio which is important from giving our customers choice so what about the business impact I mean sharing metrics or data I mean how do we you know quantify this sure absolutely it's we're all about measurement and data it's very important and customers really want to understand the value so you look at let's go one by one let's look at fast customers what are they trying to do what's the urgency it's all about restore speeds and what we're seeing with the power protect DD series is SL O's where customers have up to 38 percent faster backups and 36 percent faster restores so again really critical for our customers let's talk about efficiency next that's been a bedrock customers want efficiency because number one it really impacts their cost of ownership and with the new power protect DD series we're seeing 25 percent more usable capacity in half the rack space and and that's the case for the DD 9900 which means that one DD 9900 can replace 2 DD 9800 racks in the same footprint lower TCO is critical again we're doing the efficiency really matters because we're trying to make sure as the data growth is there as customers are looking for performance their cost of protection isn't going linearly up with that and with our new systems we're seeing up to 65 to 1 data reduction and that's really allowing us to be able to have up to 81 petabytes of logical data stored in the 9900 s so again up to sixty two point five percent more logical capacity per rack which is unheard of as well as the ability to grow in place grow in in in place capacity so customers can license have shelves and and you know seamlessly scale up within the family well it because people you know they want to keep investing in data centers that's a big part of you know the cloud value proposition so you know being able to more efficiently use the existing spaces keep what about you know ransomware is a hot topic how you guys how does this announcement fit into what you're doing you know with your ransomware solutions thank you Dave actually secure is one of our our pillars so it's fast efficient secure and Security's all about really customers being able to recover under any stringent circumstance and the security our cyber recovery solution is basically completely integrated into the power protect DD where customers can recover in in the event of a ransomware attack so it's that air-gap ability to be able to make sure that even in the you know most taxing recovery scenario that you have a solution and what about what about the cloud cloud is a target I mean that's a big topic of conversation there's a lot of use cases dr and many others where does the cloud fit into yeah you can't have a data protection solution if you can't address a multitude of cloud use cases protection use cases so that's in terms of being able to protect information to the cloud protect information from the cloud and protect information in the cloud and with our cloud long-term retention with our cloud tearing capabilities built in on day one customers will be able to get a slew of capabilities that is a page basically built into the products so i said you've been accelerating the pace of announcements can you paint a picture of the portfolio how should we think about it now oh yeah absolutely again i think one of the most important elements that the dull emc data protection portfolio brings to bear for our customers regardless of their you know size and scope is flexibility in terms of their needs whether it's our purpose-built appliances our integrated appliances or a software-defined solutions and the power protect DD Series is part of this now multi-dimensional portfolio so being able to scale up with the power protect DD series appliances as well as scale out with the power protect x-series appliances whether it's integrated or hybrid whether it's all I mean integrated or Target whether it's all flash or hybrid whether it's really an appliance or software define that's the amount of flexibility that our customers have to be able to make sure any workload no matter where it resides will get protected and meet their solos in the lowest cost of ownership possible well space used to be pretty straightforward really you know you backup an on-prem you know system and that was kind of it now you got the cloud you got the edge you got there you know ransomware all kinds of complicated stuff going on so congratulations on the announcement and it was great to have you again always a pleasure thank you Dave you're welcome all right keep it right here we're gonna watch a short video and then we'll come back with Beth Phelan bright back we're not ready to say job well done we keep working building comprehensive technology that protects and manages your data from the edge to the core to the cloud we won't rest at being your number one we evolved creating technology that's fast secure and even more efficient that reduces the risk of data loss we are forging the future by building on the past Dell EMC power protect DD series the next generation of data domain protection storage appliances the power protect DD series provides up to one point two five petabytes of capacity in a single rack using 30 percent higher data compression to lower costs but there's more to this appliance than a beautiful form it's also the preferred protection storage for data that's backed up and managed by power protect software power protects DD series appliances help you simplify your multi cloud environments and gain more efficient operations and because data protection capacity is challenging to predict we engineered our multi-dimensional power protect appliance portfolio with flexibility and agility at its core you can easily scale up and scale out to future-proof your environment Dell EMC power protect DD series the ultimate protection storage appliance we're back with Beth Phelan who's the president of the Dell MC data protection division that's good to see you it's great to be here you've been busy we have been so what's on your mind these days you know just adding to what we are said before this is a huge announcement in the history of data domain which by itself changed the data protection industry and now as we introduce power protect dd we're bringing that proven technology into the future couldn't be more excited what are some of the highlights that you're really into that you know get you excited for customers yeah I mean we recovered much of it but one thing that I'm particularly convinced it's going to be a game-changer is enabling data reuse customers don't want their backup data to be locked away more and more customers want to take advantage of it either for a quick recovery or for analytics tests and of and so with the improvements that we've made with instant access and instant recovery now up to 60 concurrent VMs can be available from your power protect DD 60,000 a ops we're really changing the way data domain can be used power tech dd makes it something that they can use not only for their backup for also a whole set of data reuse cases so under your leadership your division has really accelerated the the announcement cadence how about the software side of things I mean how does that relate if people want you know they think cloud that thinks SAS how is that effect your business I mean I hope people remember that just back here in July we announced power protect data manager which is our next generation software it includes power protect central which is a SAS based capability starting out with monitoring but over time we'll be filling that out Palpa Tech Data Manager is finely tuned to work with power track dd so while you know the prevalence of data domain historically has really been you know built on the fact that we let customers choose right if they want to use Dell EMC software wonderful but if they've already made a choice we also have always supported that broad ecosystem we will continue that with power protect dd but the best choice in our view is going to continue to be to use Dell EMC software and now with power protect Data Manager you're going to get absolute best capabilities combined with power protect DD so make sure I understand so you say Dell EMC on Dell EMC you're gonna get you know the best experience but if for whatever reason I choose some other product I can integrate in absolutely great how about disaster recovery it's a key topic it's a painful topic it's expensive you know that historically you've seen the three site dr it's usually bespoke separate tools what are you doing for customers around deal yeah so the nice thing is that in this world of multi-cloud configurations it's easier and easier for more companies to actually have a full dr strategy by doing cloud disaster recovery you can set up your environment without those sort of old-school approach of having a separate on-prem facility that was just for disasters doesn't seem viable as we go forward I expect fewer and fewer companies will choose that so with poverty' DD on day one combined with power protect data manager they'll be able to use our cloud disaster recovery capabilities that include orchestration just three steps to failover two steps to fail back and you get all the benefits of disaster recovery but at a lower cost the ability agility by leveraging the cloud provider of your choice we the market has really changed a lot since the days when he had data replacing tape yeah it was pretty straightforward and now you've got the you know the cloud you got the edge you have hybrid you've got heightened security concerns so you have to be kind of a trend spotter in your role what are you seeing as sort of where you're taking this what's the vision for the division and the organization yeah our strategy has been very consistent we're recognizing that data is first that we have to align closely with the application managers to make it easy for those customers to protect their data seamlessly but at the same time we have to protect that data no matter where it is on-premise on the edge in the cloud and no matter how customers are deploying their applications so we're continuing to execute on our multi-dimensional appliance and software-defined data protection strategy but we're now augmenting that with a concept of global scale and I think that that global scale concept is going to really bring us into the future so I've said many times that you know we've moved beyond the innovation of stemming from Moore's Law that's not the heart of it anymore it's data it's machine intelligence and artificial intelligence and it's cloud because of scale so explain further global scale and what you mean by that so what we found is you know obviously customers enjoy the benefits of scale out we have that with the X 400 where they need those benefits of easy expansion of capacity easy movement of backup data sets across location to meet that capacity intelligent placement of that backup data sets we need that capability beyond a single appliance and so as we think about the concept of global scale we're looking at how do we enable all of our multi-dimensional appliances to participate in those use cases and bring those benefits across the ecosystem so breaking some of those physical barriers and being able to view my data in its in its form which is also just distributed right all right good exciting congratulations we'll see you next month probably well thanks again for for coming on and sharing this this announcement and we'll be watching thank you for watching everybody you can get more information I'm sure at deli mc.com right you guys got your data protection side of the site so go there check it out and thanks for watching everybody we'll see you next time

>> From San Francisco, it's theCUBE, covering Girls in Tech Catalyst Conference, brought to you by Girls in Tech. >> Hey, welcome back, everybody. Jeff Frick here at theCUBE. We're in downtown San Francisco at the Girls in Tech Catalyst Conference, about 700 professionals. It's a really cool conference. It's a single track, two days. All the presentations are about 15, 20 minutes of people telling their stories, vast majority of women, a couple of men. I think they brought in some younger kids to get inspired. So we're excited to be here. Been coming for a couple years. And our next guest, many time CUBE alum, I just know her as Sandy Carter. She does have a title, VP of Enterprise Workloads at AWS, but I dunno, Sandy, how long have you been coming on the CUBE, how many years? >> Oh, wow, I don't know. >> Too many to count, and we don't want to admit to it. >> Yeah, it's true, but thank you guys for supporting events like this, Jeff, because I know that you guys have been supporting Women in Tech, and Girls in Tech for so long, and we really appreciate that very much. Thank you. >> And it's so important, and we love to do it, and we especially love when it's right in our backyard. It makes it really easy just to grab some crew and run up here. >> (laughing) That's right. >> So give us an update. You are chairman of the board now, and I think we've probably talked to probably three or four board members today. It's a really impressive group of people, and Adriana has done amazing things with this organization in the last 11 years. And you're sittin' watching it grow internationally, the number of events, the types of events. Give us your perspective. >> Yeah, so I think Girls in Tech is an amazing organization. That's why I decided to join the board and then to take on the chairman of the board position. And the reason I think it's so powerful is that it's really focused on young women, millennial women who are looking to become business owners, leaders, entrepreneurs and who want to apply technology to make themselves more competitive. You know, I know Adriana came up with this in 2007, but even today, the mission and the values are still really relevant. These are the top things that women need to know about today, and this is really about filling up the pipeline, sharing experiences. The conference today, I don't know if you got to hear any of the sessions, but they're really not about, you know, let me do technical skills. It's really about how do you break through the next level, how do you grow your business, how do you scale. And so it's really those type of topics that we can share experiences as experienced businesswomen with others so that they can learn and grow from that. >> Right, and just really simple stuff, like raise your hand, take the new assignment, take a risk. >> You got it, the crooked path. >> The crooked path, that was the one I was looking for. And do something that you don't necessarily have experience in, whether it's finance or accounting or HR or product management, sales. You know, take a risk, and chances are you're going to get paid off for it, and I think those simple lessons are so, so important. And then, of course, which comes up time and time again is just to have role models, senior role models who've been successful, who have an interesting story, they have a crooked path, it wasn't easy it wasn't even defined, but here they are as successful so that the younger women can look up to them. >> Yeah, absolutely, and I think that it's, you know the big message today, I think, for women was have the confidence. Basically that sums up what you just said, right? Be confident, and even if you don't feel confident, show confidence. >> Right, right. >> Which I think is so important.. >> Fake it 'til you make it, right >> That's right. You got it, you got it. >> 'Cause everybody else is, you just don't know it. >> That's right. >> You think they know what they're doing. They're doing the same thing. >> That's right. Well, it's interesting, one of the stats today said that men will apply for a job if they have 60% of the qualifications. Women will only apply if they have between 90 or 95%. So I think being able to know that you're confident and that you're going to make it, that you're going to do things and going ahead and taking that risk is really important. >> So the other big shift that we've seen in this conference is really the corporate sponsorship. So AWS is here obviously. You're here. You're on the board. But the amount of logos, the size of the companies on the logos has really grown a lot since I think we were first at this one in Phoenix in 2016. >> Phoenix, yeah, yeah, yeah, yeah. >> So not only, again, is that the right thing to do, but it's also really good business to get involved, and you great ROI for being involved in these types of organizations. >> That's right. You know, innovation is really about having diversity of thought, and so having women, having different colleges, having different sexual orientation, just diversity really helps you to innovate. >> Right. >> 93% of CEOs said that innovation is their number one competitive advantage. So we're seeing a lot of companies now pick up on that and know that they've got to come and they've got to be attractive, not only as a company that people would want to work at, an employer, but also just as a company that you might want to do business with. So today, I love the story of GoDaddy. She was saying GoDaddy was targeting small businesses. Well, most of those are run by women, but they weren't doing the right targeting. So I think it's a phenomenal change that we're seeing with companies like this doing the support. AWS, Amazon Web Services is proud to be one of the major sponsors. We had Charlie, one of our SVPs on stage today, chatting about lessons he've learned, but we've also don't things like understanding how women are buying, and we're doing focus groups, and we're doing different things like that to really help us gain insight. >> Right, so final question, from the board point of view as you look forward in the expansion opportunities, they seem almost unlimited between the countries, the participants and the variation in types of events that you guys are undertaking. It's really quite a bit to bite off. >> Well, you know, we have kind of a two prong mission. One is for entrepreneurs, and so you're seeing us really emphasize classes and things like our Amplify event where we have women come and pitch ideas that really grow that side of the business. In fact, I was just in Cuba last week, on behalf of Girls in Tech, talking to female entrepreneurs there and how we could help them because they really want us to set up some classes there to teach these entrepreneurs how to grow. And the second prong of our mission is around technology and coding. So we've got classes. We've got things with AWS like We Power Tech, so that women can learn technology and use it for their competitive advantage. So while it seems like we're doing a lot of things, it's really around that two prong mission, entrepreneurship and that coding technology focus. >> Alright, well, Sandy, thanks again for stopping by, and really congratulations to you, not only in what you do at AWS, but really just some very, very important work with Girls in Tech. >> Great, thank you, and thank you for being so supportive. We appreciate it very much. >> Our pleasure. Alright, She's Sandy Carter. I'm Jeff Frick. You're watching theCUBE from Girls in Tech Catalyst in downtown San Francisco. Thanks for watchin'. (upbeat electronic music)

>> From San Francisco, it's theCUBE, covering Girls in Tech Catalyst Conference, brought to you by Girls in Tech. >> Hey, welcome back, everybody. Jeff Frick here at theCUBE. We're in downtown San Francisco at the Girls in Tech Catalyst Conference, about 700 professionals. It's a really cool conference. It's a single track, two days. All the presentations are about 15, 20 minutes of people telling their stories, vast majority of women, a couple of men. I think they brought in some younger kids to get inspired. So we're excited to be here. Been coming for a couple years. And our next guest, many time CUBE alum, I just know her as Sandy Carter. She does have a title, VP of Enterprise Workloads at AWS, but I dunno, Sandy, how long have you been coming on the CUBE, how many years? >> Oh, wow, I don't know. >> Too many to count, and we don't want to admit to it. >> Yeah, it's true, but thank you guys for supporting events like this, Jeff, because I know that you guys have been supporting Women in Tech, and Girls in Tech for so long, and we really appreciate that very much. Thank you. >> And it's so important, and we love to do it, and we especially love when it's right in our backyard. It makes it really easy just to grab some crew and run up here. >> (laughing) That's right. >> So give us an update. You are chairman of the board now, and I think we've probably talked to probably three or four board members today. It's a really impressive group of people, and Adriana has done amazing things with this organization in the last 11 years. And you're sittin' watching it grow internationally, the number of events, the types of events. Give us your perspective. >> Yeah, so I think Girls in Tech is an amazing organization. That's why I decided to join the board and then to take on the chairman of the board position. And the reason I think it's so powerful is that it's really focused on young women, millennial women who are looking to become business owners, leaders, entrepreneurs and who want to apply technology to make themselves more competitive. You know, I know Adriana came up with this in 2007, but even today, the mission and the values are still really relevant. These are the top things that women need to know about today, and this is really about filling up the pipeline, sharing experiences. The conference today, I don't know if you got to hear any of the sessions, but they're really not about, you know, let me do technical skills. It's really about how do you break through the next level, how do you grow your business, how do you scale. And so it's really those type of topics that we can share experiences as experienced businesswomen with others so that they can learn and grow from that. >> Right, and just really simple stuff, like raise your hand, take the new assignment, take a risk. >> You got it, the crooked path. >> The crooked path, that was the one I was looking for. And do something that you don't necessarily have experience in, whether it's finance or accounting or HR or product management, sales. You know, take a risk, and chances are you're going to get paid off for it, and I think those simple lessons are so, so important. And then, of course, which comes up time and time again is just to have role models, senior role models who've been successful, who have an interesting story, they have a crooked path, it wasn't easy it wasn't even defined, but here they are as successful so that the younger women can look up to them. >> Yeah, absolutely, and I think that it's, you know the big message today, I think, for women was have the confidence. Basically that sums up what you just said, right? Be confident, and even if you don't feel confident, show confidence. >> Right, right. >> Which I think is so important.. >> Fake it 'til you make it, right >> That's right. You got it, you got it. >> 'Cause everybody else is, you just don't know it. >> That's right. >> You think they know what they're doing. They're doing the same thing. >> That's right. Well, it's interesting, one of the stats today said that men will apply for a job if they have 60% of the qualifications. Women will only apply if they have between 90 or 95%. So I think being able to know that you're confident and that you're going to make it, that you're going to do things and going ahead and taking that risk is really important. >> So the other big shift that we've seen in this conference is really the corporate sponsorship. So AWS is here obviously. You're here. You're on the board. But the amount of logos, the size of the companies on the logos has really grown a lot since I think we were first at this one in Phoenix in 2016. >> Phoenix, yeah, yeah, yeah, yeah. >> So not only, again, is that the right thing to do, but it's also really good business to get involved, and you great ROI for being involved in these types of organizations. >> That's right. You know, innovation is really about having diversity of thought, and so having women, having different colleges, having different sexual orientation, just diversity really helps you to innovate. >> Right. >> 93% of CEOs said that innovation is their number one competitive advantage. So we're seeing a lot of companies now pick up on that and know that they've got to come and they've got to be attractive, not only as a company that people would want to work at, an employer, but also just as a company that you might want to do business with. So today, I love the story of GoDaddy. She was saying GoDaddy was targeting small businesses. Well, most of those are run by women, but they weren't doing the right targeting. So I think it's a phenomenal change that we're seeing with companies like this doing the support. AWS, Amazon Web Services is proud to be one of the major sponsors. We had Charlie, one of our SVPs on stage today, chatting about lessons he've learned, but we've also don't things like understanding how women are buying, and we're doing focus groups, and we're doing different things like that to really help us gain insight. >> Right, so final question, from the board point of view as you look forward in the expansion opportunities, they seem almost unlimited between the countries, the participants and the variation in types of events that you guys are undertaking. It's really quite a bit to bite off. >> Well, you know, we have kind of a two prong mission. One is for entrepreneurs, and so you're seeing us really emphasize classes and things like our Amplify event where we have women come and pitch ideas that really grow that side of the business. In fact, I was just in Cuba last week, on behalf of Girls in Tech, talking to female entrepreneurs there and how we could help them because they really want us to set up some classes there to teach these entrepreneurs how to grow. And the second prong of our mission is around technology and coding. So we've got classes. We've got things with AWS like We Power Tech, so that women can learn technology and use it for their competitive advantage. So while it seems like we're doing a lot of things, it's really around that two prong mission, entrepreneurship and that coding technology focus. >> Alright, well, Sandy, thanks again for stopping by, and really congratulations to you, not only in what you do at AWS, but really just some very, very important work with Girls in Tech. >> Great, thank you, and thank you for being so supportive. We appreciate it very much. >> Our pleasure. Alright, She's Sandy Carter. I'm Jeff Frick. You're watching theCUBE from Girls in Tech Catalyst in downtown San Francisco. Thanks for watchin'. (upbeat electronic music)

(techno music) >> (Narrator) Live from Washington, DC. It's Cube conversations with John Furrier. (techno music) >> Hello and welcome to the special exclusive Cube Conversations here in Washington, DC. I'm John Furrier host of the Cube. Here at Amazon Web Services Headquarter World Headquarters for Public Sector Summit in Arlington, Virginia. Our special guest is Tricia Davis-Muffett, who is the Director of Marketing for Worldwide Amazon Web Services. Thanks for joining me. >> Yep. >> So we see each other and reinvent Public Sector Summit, but you're always running around. You got so many things going on. >> I am. >> Big responsibility here. (Tricia laughs) >> You guys are running hard and you have great culture, Teresa's team. Competitive, like to have fun. Don't like to lose. (Tricia laughs) >> What's it like being a marketer for the fastest growing hottest product in Washington, DC and around the world? >> Yeah. I mean it's really been amazing. When I came here, I kind of took a leap of faith on the company because it's four and a half years ago that I came. I literally accepted the job before we had even gotten our first fed ramp approval. So it wasn't entirely sure that this was going be the place to go to for technology for the government, but I really loved the way that we were helping the government innovate and save money of course. I think most of us who are in Public Sector have a passion for citizens, and for making government better and so that's really what I saw in Teresa and her team that they had such a passion to do that and that the technology was going to help the government really improve the lives of citizens. It's been great. One of the things that's been amazing is the passion that our customers have for our technology. I think they get a little taste of it and they go "Wow, I can't believe what I can do "that I thought was impossible before." And so I love seeing what our customers do with the technology. >> It's something people would think might be easy to be a marketer for Amazon, but if you think about it, you have so much speed in your business. You have a cult of personality in the Cloud addiction, or Cloud value. In addition to the outcomes that are happening. >> Uh huh. >> We're a customer and one kind of knows that's pretty biased on it. We've seen the success ourselves, but you guys have a community. Everywhere you go, you're seeing Amazon as they take more territory down. Public Cloud originally, and now Enterprise, and Public Cloud, Public Sector Enterprise, Public Cloud. Each kind of wave of territory that Amazon goes in to Amazon Web Services, is a huge community. >> Yeah. >> And so that's another element. I mean Public Sector Summit last year it felt like Reinvent. So this years going to be bigger. >> Yeah. We had 65 hundred plus people attend last year, just in the Washington DC area and we've also expanded that program now and we are taking our Public Sector Summit specifically for government education non-profit around the world. So this year we will be in Brussels, and Camber, Australia. We have great adoption in Australia as well with the government there. In Singapore, Ottawa. So we're really expanding quite a bit and helping governments around the world to adopt. >> So if that's a challenge, how are you going to handle that because you guys have always been kind of with Summits. Do you coattail Summits? Do you go separate? >> No. We go separate. We actually have the Public Sector Summits we take the experience of our technology to government towns that wouldn't typically get a Summit. So for instance here in the United States of course, San Francisco and New York there's a lot of commercial businesses. We have our big Summits there, but there's not as much commercial business here in Washington DC, so really Public Sector takes the lead here. And then we focus on some of the things that really are most important to our Public Sector customers. Things like, procurement and acquisition. Things like the security and compliance that's so critical in the government sector. And then also, we do a really careful job of curating our customers, because we know that our government customers want to hear from each other. They want to hear from people who are blazing a trail within the Public Sector. They don't necessarily want to hear about what we want to say. They want to hear what their peers are doing with the technology. So last year, we had over a hundred of our Public Sector customers speaking to each other about what they were doing with the Cloud. >> And I find that's impressive. I actually commented on the Cube that week that it's interesting you let the customers do the talking. I mean, that's the best ultimate sign of success and traction. >> Yeah. And the great thing is, you know I've worked in other places in the Public Sector and government customers can be kind of shy about talking about what they're doing. You know, there are very motivated to just keep things going calmly, quietly, you know get their jobs done. But I think... >> Well, it doesn't hurt when you have the top guy at the CIA say, "Best decision we've ever made." "It's the most innovative thing we've ever done." I mean talk about being shy. >> Yeah. >> That's the CIA, by the way. That's the CIA. And we've also had, people like NASA JPL who've been very outspoken. Tom Soderstrom said that it was conservatively 1/100th of the cost of what it would have been if he had built out the infrastructure himself to build the infrastructure for his Mars landing. I mean that kind of... >> It just keeps giving. You lower prices. Okay I got to change gears, because a couple things that I've observed to every Reinvent, as being a customer and I think I've used Amazon I first came out as an entrepreneur. (inaudible) had no URL support, but that's showing my age. (Tricia laughs) But, here's the thing, you guys have enabled customers to solve problems that they couldn't solve in the past. >> (Tricia) Right. >> You mentioned NASA and then a variety of other (inaudible). But you guys are also in Public Sectors specifically are doing new things. New problems that no ones ever seen before. And society, entrepreneurship, diversity inclusion, education, non-profits. You don't think of Gov Cloud and Public Sector; you think non-profits, education. So it's kind of these sectors that are coming together. This is a new phenomenon. Can you talk and explain the dynamic behind that and the opportunity? >> Sure. I love to hear the stories of what our customers are doing when they really are tackling a problem that no one had thought of before. So for instance, at Reinvent this year, one of our Public Sector customers who spoke was Thorne. And they are using AI to crawl the dark web and help find people who are trafficking children in human trafficking, and that's a great use of AI and that's the kind of thing. It also helps our public servants because it helps to make police officers' jobs more effective. So of course we know that police officers, there are never enough police officers to go around. There's never enough detectives to look into everything that they need to and this makes them so much more effective to make the world a safer, better place. I also love some of the things about educational outcomes. Ivy Tech Community College is one of our great community college customers. And their using big data analysis to put together all of the different data sets that they have about their students and identify who might be at risk of failing a class 10 days into the semester so that they can help intervene with those students. >> Where was that class when I needed it? >> I know. >> Popup and say, "Hey homework time." >> I mean it really is looking at what kind of issues that they're having very early on with attendance, with different behavioral things. >> A great example at Reinvent with the California Community College system. That was a very interesting way. He was up there bragging like it was nobody's business. >> Yeah, and I think the community colleges that really goes into this idea of we're trying to expand opportunity for a wide-range of people. You might think of computer scientists as that's going to be all the Carnegie Mellon and Stanford and MIT people. And of course those are great contributors to computer science, but the fact is that computer science is so critical in so many aspects of life and in so many different kinds of careers. We know that one of the limiters to our own growth is going to be the talent that we have available to take advantage of the technology. We've been really working hard to expand opportunity for a wide-range of people, so that any smart person with an idea, can be using our technology, that's part of what's behind building the AWS Educate Program, which is a program to offer free computer science training to any university student or college student anywhere in the world. >> So it's a program you guys are doing? >> (Tricia) This is a program we are doing, >> What's it called again? >> AWS Educate. And it's a program that offers free credits to use AWS to any student who is enrolled in any kind of university or college anywhere around the world. >> That's a gateway drug to Cloud computing. >> Absolutely. >> Free resources. >> Yeah, and we're giving them a training path so that they can... >> So they want to write some code, or whatever they want to do. >> Yeah, and they can take different paths and learn. Okay, I want to learn a data science pathway, so I'm going to go that way. I want to learn a websites pathway. And they can go through things and build a portfolio of projects that they've actually built. >> So can they tap into some of the AWS AI tools too? >> They can tap into a wide range of tools and they have different levels of tiers of credits that they get, so it's a really great program to really open up Cloud computing. >> Now is there any limitations on that? What grade levels, is it college and above? >> Actually at Reinvent we just opened it up to students 14 and above. >> (John) Beautiful. That's awesome. >> And we also have a program called... >> How do they prove they're a student? >> Having a school, an EDU email address, or their school being registered through the program. >> (John) Okay, that's awesome. >> And then we also have another program called We Power Tech, and that really is a program to help open up the talent pool again to women to underserved communities, to people of different ethnic backgrounds who might not see themselves in technology because they don't see themselves as computer programmers on TV or whatever. >> Or they don't see their peer group in there, or some sort of might be an inclusion issue. >> Right and we're looking at if you take educate and We Power Tech, we're looking at that full pipeline of talent all the way from kids who are deciding should I pursue computer science or not, all the way through to professionals and getting them to try to stay in technology. >> So you guys are legit on this. You're not going to just check the box and focus on narrow things. A lot of companies do that, where they go oh we're targeting young girls or women. You guys are looking at the spectrum broader. >> Yep. And we're really looking at different communities and helping people to find their community in technology so that they can find supportive networks and also find people to mentor them or find people to mentor who are elsewhere. >> How big of a problem is it right now in today's culture and in the online culture to find peers and friends to do work like this? Because it just doesn't seem to me like there's been any innovation in online message groups. Seems like so 30 years ago. (Tricia laughs) >> Yeah. I think it is tough and I think there are somethings that we're trying to break through. For instance, a lot of the role models out there are the same people over and over again. We're trying to find new role models. And we find that through our customers. We find customers who are doing interesting work and we're trying to cultivate their voice and help put them on stage. >> New voices because it's new things. Machine learning, these are new disciplines. Data science across the board. >> Yeah, and one of the things that I love about the technology is it really is has democratizing affect. If you have an idea, you can make that idea happen for very little money, with just your ingenuity and your ability to stick to it. >> I got to ask you the hard question. Shouldn't be hard for you, but Amazon is gritty. It's been called gritty by me, hustling, but they're very good with their money. They don't really waste a lot in marketing. >> Yeah we're frugal. >> Very frugal, but you're very efficient, so I got to ask your favorite gorilla marketing technique. Cause you guys do more with less. >> (Tricia) We do. >> Once been criticized in Wired magazine. I remember reading years ago about they were comparing the Schwag bag to Reinvent. (Tricia laughs) Google almost gave out phones. It's kind of like typical reporter, but my point is you guys spend your money on education to engineers. You don't skip on that, but you might not put the flair onto an event, but now you guys are doing it. >> I think there are two things. So one of them is the aesthetic of our events. We typically do have a very stripped down aesthetic and we've made frugal look cool. I think that's one of the things I learned when I came here was go ahead and have the concrete floor and put quotes from customers there instead of paying to carpet it. So don't waste money on things that don't add value that's one of the core tenants of what we do in marketing. >> Get a better band instead of the rug. You guys have always had great music. >> We do always have great music. >> Tricia, tell me about your favorite program or project you've done a lot over the years. Pick your favorite child. What's your favorite? You have a lot of great stuff going on. Do you have a favorite? >> I think that my favorite is probably the City on a Cloud Innovation Challenge which is something we've done every year for the last four years. And we really went and asked cities, "Tell us what you're doing with our technology." Because we weren't sure what they were doing cause it's not very expensive for cities to run on us. We found that they were doing incredible things. They were doing water monitoring in their cities to help improve the quality of life of their citizens. They were delivering education more effectively. They were helping their transportation run in a more effective way. New York City Department of Transportation was doing really cool citizen facing apps to help them manage their transportation challenges and also cities all around the world. We've had people put in things about garbage management in Jerusalem and about lighting management in a Japanese city. We've had all kinds of really interesting stories come out and I just love hearing what the customers are doing and this year we added a Dream Big category where we said, "If you had the money, what would "you do with technology in your city?" and we've been really thrilled to be able to offer grants and fund some of those things to help cities get started. >> That's awesome. Not only is it engaging for them to engage with you through the program, it's inspirational. The use cases are everything from IOT to every computer. >> Yeah and we've also had partners submit as well, and we've learned about things like parking applications that cities are putting in place to help their citizens find better parking or all kinds of really interesting. How to keep track of the tree and do a tree census in their cities. Things like that. >> Maybe I'll borrow that and give you credit for it as a Cube question. What would you do if you had unlimited money? >> Exactly. (John laughs) Well the great part is that most of the cities find out that they can do what they want to do with very little money. They think it's going to be millions of dollars and then they realize, "Oh my gosh, it's going to be hard "for me to spend this 50 thousand dollar grant "because it doesn't cost that much." >> That's awesome and you got a big event coming up in June. Public Sector Summit again. Any preview on that? Any thing you can share? I'm sure it's a lot of things up in the air. >> A lot of really cool things. We are very excited to have some of our great customers on stage again. We're also this year going to have a pre day where we're going to feature Air and Space workloads on AWS. So that's going to be really interesting. I think we're going to have Blue Origin there and we're going to talk about what it's going to take to get to the next planet. >> And certainly that's beautiful for Cloud and also a huge robotics trend. People love to geek out on space related stuff. >> Yep. >> Awesome. Well the Cube will be there. Any numbers? Is it going to be the same location? >> It's going to be the same location at the Convention Center June 20th and 21st. We're going to have boot camps and certification labs and all that kind of stuff. I expect we'll grow again, so definitely more than seven thousand people. >> How big was the first one? >> Oh my gosh, the first one was in a little hotel conference room. I think there were a hundred and 50 people there. (Tricia laughs) >> Sounds like Reinvent happening all over again. We've seen this movie before. >> (Tricia) Yep. >> Tricia, thanks so much for coming on the Cube here. In the headquarters of Amazon Web Services Public Sector Summit in Washington DC. We're in Arlington, Virginia, right next to the nation's capital. I'm John Furrier. Thanks for watching. (techno music)