Andy Jassy Becoming the new CEO of Amazon: theCUBE Analysis
>> Narrator: From theCUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world. This is a CUBE conversation. >> As you know by now, Jeff Bezos, CEO of Amazon, is stepping aside from his CEO role and AWS CEO, Andy Jassy, is being promoted to head all of Amazon. Bezos, of course, is going to remain executive chairman. Now, 15 years ago, next month, Amazon launched it's simple storage service, which was the first modern cloud offering. And the man who wrote the business plan for AWS, was Andy Jassy, and he's navigated the meteoric rise and disruption that has seen AWS grow into a $45 billion company that draws off the vast majority of Amazon's operating profits. No one in the media has covered Jassy more intimately and closely than John Furrier, the founder of SiliconANGLE. And John joins us today to help us understand on theCUBE this move and what we can expect from Jassy in his new role, and importantly what it means for AWS. John, thanks for taking the time to speak with us. >> Hey, great day. Great to see you as always, we've done a lot of interviews together over the years and we're on our 11th year with theCUBE and SiliconANGLE. But I got to be excited too, that we're simulcasters on Clubhouse, which is kind of cool. Love Clubhouse but not since the, in December. It's awesome. It's like Cube radio. It's like, so this is a Cube talk. So we opened up a Clubhouse room while we're filming this. We'll do more live hits in studio and syndicate the Clubhouse and then take questions after. This is a huge digital transformation moment. I'm part of the digital transformation club on Clubhouse which has almost 5,000 followers at the moment and also has like 500 members. So if you're not on Clubhouse, yet, if you have an iPhone go check it out and join the digital transformation club. Android users you'll have to wait until that app is done but it's really a great club. And Jeremiah Owyang is also doing a lot of stuff on digital transformation. >> Or you can just buy an iPhone and get in. >> Yeah, that's what people are doing. I can see all the influences are on there but to me, the digital transformation, it's always been kind of a cliche, the consumerization of IT, information technology. This has been the boring world of the enterprise over the past, 20 years ago. Enterprise right now is super hot because there's no distinction between enterprise and society. And that's clearly the, because of the rise of cloud computing and the rise of Amazon Web Services which was a side project at AWS, at Amazon that Andy Jassy did. And it wasn't really pleasant at the beginning. It was failed. It failed a lot and it wasn't as successful as people thought in the early days. And I have a lot of stories with Andy that he told me a lot of the inside baseball and we'll share that here today. But we started covering Amazon since the beginning. I was as an entrepreneur. I used it when it came out and a huge fan of them as a company because they just got a superior product and they have always had been but it was very misunderstood from the beginning. And now everyone's calling it the most important thing. And Andy now is becoming Andy Jassy, the most important executive in the world. >> So let's get it to the, I mean, look at, you said to me over holidays, you thought this might have something like this could happen. And you said, Jassy is probably in line to get this. So, tell us, what can you tell us about Jassy? Why is he qualified for this job? What do you think he brings to the table? >> Well, the thing that I know about Amazon everyone's been following the Amazon news is, Jeff Bezos has a lot of personal turmoil. They had his marriage fail. They had some issues with the smear campaigns and all this stuff going on, the run-ins with Donald Trump, he bought the Washington post. He's got a lot of other endeavors outside of Amazon cause he's the second richest man in the world competing with Elon Musk at Space X versus Blue Origin. So the guy's a billionaire. So Amazon is his baby and he's been running it as best he could. He's got an executive team committee they called the S team. He's been grooming people in the company and that's just been his mode. And the rise of AWS and the business performance that we've been documenting on SiliconANGLE and theCUBE, it's just been absolutely changing the game on Amazon as a company. So clearly Amazon Web Services become a driving force of the new Amazon that's emerging. And obviously they've got all their retail business and they got the gaming challenges and they got the studios and the other diversified stuff. So Jassy is just, he's just one of those guys. He's just been an Amazonian from day one. He came out of Harvard business school, drove across the country, very similar story to Jeff Bezos. He did that in 1997 and him and Jeff had been collaborating and Jeff tapped him to be his shadow, they call it, which is basically technical assistance and an heir apparent and groomed him. And then that's how it is. Jassy is not a climber as they call it in corporate America. He's not a person who is looking for a political gain. He's not a territory taker, but he's a micromanager. He loves details and he likes to create customer value. And that's his focus. So he's not a grandstander. In fact, he's been very low profile. Early days when we started meeting with him, he wouldn't meet with press regularly because they weren't writing the right stories. And everyone is, he didn't know he was misunderstood. So that's classic Amazon. >> So, he gave us the time, I think it was 2014 or 15 and he told us a story back then, John, you might want to share it as to how AWS got started. Why, what was the main spring Amazon's tech wasn't working that great? And Bezos said to Jassy, going to go figure out why and maybe explain how AWS was born. >> Yeah, we had, in fact, we were the first ones to get access to do his first public profile. If you go to the Google and search Andy Jassy, the trillion dollar baby, we had a post, we put out the story of AWS, Andy Jassy's trillion dollar baby. This was in early, this was January 2015, six years ago. And, we back then, we posited that this would be a trillion dollar total addressable market. Okay, people thought we were crazy but we wrote a story and he gave us a very intimate access. We did a full drill down on him and the person, the story of Amazon and that laid out essentially the beginning of the rise of AWS and Andy Jassy. So that's a good story to check out but really the key here is, is that he's always been relentless and competitive on creating value in what they call raising the bar outside Amazon. That's a term that they use. They also have another leadership principle called working backwards, which is like, go to the customer and work backwards from the customer in a very Steve Job's kind of way. And that's been kind of Jobs mentality as well at Apple that made them successful work backwards from the customer and make things easier. And that was Apple. Amazon, their philosophy was work backwards from the customer and Jassy specifically would say it many times and eliminate the undifferentiated heavy lifting. That was a key principle of what they were doing. So that was a key thesis of their entire business model. And that's the Amazonian way. Faster, cheaper, ship it faster, make it less expensive and higher value. While when you apply the Amazon shipping concept to cloud computing, it was completely disrupted. They were shipping code and services faster and that became their innovation strategy. More announcements every year, they out announced their competition by huge margin. They introduced new services faster and they're less expensive some say, but in the aggregate, they make more money but that's kind of a key thing. >> Well, when you, I was been listening to the TV today and there was a debate on whether or not, this support tends that they'll actually split the company into two. To me, I think it's just the opposite. I think it's less likely. I mean, if you think about Amazon getting into grocery or healthcare, eventually financial services or other industries and the IOT opportunity to me, what they do, John, is they bring in together the cloud, data and AI and they go attack these new industries. I would think Jassy of all people would want to keep this thing together now whether or not the government allows them to do that. But what are your thoughts? I mean, you've asked Andy this before in your personal interviews about splitting the company. What are your thoughts? >> Well, Jon Fortt at CNBC always asked the same question every year. It's almost like the standard question. I kind of laugh and I ask it now too because I liked Jon Fortt. I think he's an awesome dude. And I'll, it's just a tongue in cheek, Jassy. He won't answer the question. Amazon, Bezos and Jassy have one thing in common. They're really good at not answering questions. So if you ask the same question. They'll just say, nothing's ever, never say never, that's his classic answer to everything. Never say never. And he's always said that to you. (chuckles) Some say, he's, flip-flopped on things but he's really customer driven. For example, he said at one point, no one should ever build a data center. Okay, that was a principle. And then they come out and they have now a hybrid strategy. And I called them out on that and said, hey, what, are you flip-flopping? You said at some point, no one should have a data center. He's like, well, we looked at it differently and what we meant was is that, it should all be cloud native. Okay. So that's kind of revision, but he's cool with that. He says, hey, we'll revise based on what customers are doing. VMware working with Amazon that no one ever thought that would happen. Okay. So, VMware has some techies, Raghu, for instance, over there, super top notch. He worked with Jassy, directly in his team Sanjay Poonen when they went to business school together, they cut a deal. And now Amazon essentially saved VMware, in my opinion. And Pat Gelsinger drove that deal. Now, Pat Gelsinger, CEO, Intel, and Pat told me that directly in candid conversation off theCUBE, he said, hey, we have to make a decision either we're going to be in cloud or we're not going to be in cloud, we will partner. And I'll see, he was Intel. He understood the Intel inside mentality. So that's good for VMware. So Jassy does these kinds of deals. He's not afraid he's got a good stomach for business and a relentless competitor. >> So, how do you think as you mentioned Jassy is a micromanager. He gets deep into the technology. Anybody who's seen his two hour, three hour keynotes. No, he has a really fine grasp of the technology across the entire stack. How do you think John, he will approach things like antitrust, the big tech lash of the unionization of the workforce at Amazon? How do you think Jassy will approach that? >> Well, I think one of the things that emerges Jassy, first of all, he's a huge sports fan. And many people don't know that but he's also progressive person. He's very progressive politically. He's been on the record and off the record saying things like, obviously, literacy has been big on, he's been on basically unrepresented minorities, pushing for that, and certainly cloud computing in tech, women in tech, he's been a big proponent. He's been a big supporter of Teresa Carlson. Who's been rising star at Amazon. People don't know who Teresa Carlson is and they should check out her. She's become one of the biggest leaders inside Amazon she's turned around public sector from the beginning. She ran that business, she's a global star. He's been a great leader and he's been getting, forget he's a micromanager, he's on top of the details. I mean, the word is, and nothing gets approved without Andy, Andy seeing it. But he's been progressive. He's been an Amazon original as they call it internally. He's progressive, he's got the business acumen but he's perfect for this pragmatic conversation that needs to happen. And again, because he's so technically strong having a CEO that's that proficient is going to give Amazon an advantage when they have to go in and change how DC works, for instance, or how the government geopolitical landscape works, because Amazon is now a global company with regions all over the place. So, I think he's pragmatic, he's open to listening and changing. I think that's a huge quality >> Well, when you think of this, just to set the context here for those who may not know, I mean, Amazon started as I said back in 2006 in March with simple storage service that later that year they announced EC2 which is their compute platform. And that was the majority of their business, is still a very large portion of their business but Amazon, our estimates are that in 2020, Amazon did 45 billion, 45.4 billion in revenue. That's actually an Amazon reported number. And just to give you a context, Azure about 26 billion GCP, Google about 6 billion. So you're talking about an industry that Amazon created. That's now $78 billion and Amazon at 45 billion. John they're growing at 30% annually. So it's just a massive growth engine. And then another story Jassy told us, is they, he and Jeff and the team talked early on about whether or not they should just sort of do an experiment, do a little POC, dip their toe in and they decided to go for it. Let's go big or go home as Michael Dell has said to us many times, I mean, pretty astounding. >> Yeah. One of the things about Jassy that people should know about, I think there's some compelling relative to the newest ascension to the CEO of Amazon, is that he's not afraid to do new things. For instance, I'll give you an example. The Amazon Web Services re-invent their annual conference grew to being thousands and thousands of people. And they would have a traditional after party. They called a replay, they'd have a band like every tech conference and their conference became so big that essentially, it was like setting up a live concert. So they were spending millions of dollars to set up basically a one night concert and they'd bring in great, great artists. So he said, hey, what's been all this cash? Why don't we just have a festival? So they did a thing called Intersect. They got LA involved from creatives and they basically built a weekend festival in the back end of re-invent. This was when real life was, before COVID and they turned into an opportunity because that's the way they think. They like to look at the resources, hey, we're already all in on this, why don't we just keep it for the weekend and charge some tickets and have a good time. He's not afraid to take chances on the product side. He'll go in and take a chance on a new market. That comes from directly from Bezos. They try stuff. They don't mind failing but they put a tight leash on measurement. They work backwards from the customer and they are not afraid to take chances. So, that's going to board well for him as he tries to figure out how Amazon navigates the contention on the political side when they get challenged for their dominance. And I think he's going to have to apply that pragmatic experimentation to new business models. >> So John I want you to take on AWS. I mean, despite the large numbers, I talked about 30% growth, Azure is growing at over 50% a year, GCP at 83%. So despite the large numbers and big growth the growth rates are slowing. Everybody knows that, we've reported it extensively. So the incoming CEO of Amazon Web Services has a TAM expansion challenge. And at some point they've got to decide, okay, how do we keep this growth engine? So, do you have any thoughts as to who might be the next CEO and what are some of their challenges as you see it? >> Well, Amazon is a real product centric company. So it's going to be very interesting to see who they go with here. Obviously they've been grooming a lot of people. There's been some turnover. You had some really strong executives recently leave, Jeff Wilkes, who was the CEO of the retail business. He retired a couple of months ago, formerly announced I think recently, he was probably in line. You had Mike Clayville, is now the chief revenue officer of Stripe. He ran all commercial business, Teresa Carlson stepped up to his role as well as running public sector. Again, she got more power. You have Matt Garman who ran the EC2 business, Stanford grad, great guy, super strong on the product side. He's now running all commercial sales and marketing. And he's also on the, was on Bezos' S team, that's the executive kind of team. Peter DeSantis is also on that S team. He runs all infrastructure. He took over for James Hamilton, who was the genius behind all the data center work that they've done and all the chip design stuff that they've innovated on. So there's so much technical innovation going on. I think you still going to see a leadership probably come from, I would say Matt Garman, in my opinion is the lead dog at this point, he's the lead horse. You could have an outside person come in depending upon how, who might be available. And that would probably come from an Andy Jassy network because he's a real fierce competitor but he's also a loyalist and he likes trust. So if someone comes in from the outside, it's going to be someone maybe he trusts. And then the other wildcards are like Teresa Carlson. Like I said, she is a great woman in tech who's done amazing work. I've profiled her many times. We've interviewed her many times. She took that public sector business with Amazon and changed the game completely. Outside the Jedi contract, she was in competitive for, had the big Trump showdown with the Jedi, with the department of defense. Had the CIA cloud. Amazon set the standard on public sector and that's directly the result of Teresa Carlson. But she's in the field, she's not a product person, she's kind of running that group. So Amazon has that product field kind of structure. So we'll see how they handle that. But those are the top three I think are going to be in line. >> So the obvious question that people always ask and it is a big change like this is, okay, in this case, what is Jassy going to bring in? And what's going to change? Maybe the flip side question is somewhat more interesting. What's not going to change in your view? Jassy has been there since nearly the beginning. What are some of the fundamental tenets that he's, that are fossilized, that won't change, do you think? >> I think he's, I think what's not going to change is Amazon, is going to continue to grow and develop their platform business and enable more SaaS players. That's a little bit different than what Microsoft's doing. They're more SaaS oriented, Office 365 is becoming their biggest application in terms of revenue on Microsoft side. So Amazon is going to still have to compete and enable more ecosystem partners. I think what's not going to change is that Bezos is still going to be in charge because executive chairman is just a code word for "not an active CEO." So in the corporate governance world when you have an executive chairman, that's essentially the person still in charge. And so he'll be in charge, will still be the boss of Andy Jassy and Jassy will be running all of Amazon. So I think that's going to be a little bit the same, but Jassy is going to be more in charge. I think you'll see a team change over, whether you're going to see some new management come in, Andy's management team will expand, I think Amazon will stay the same, Amazon Web Services. >> So John, last night, I was just making some notes about notable transitions in the history of the tech business, Gerstner to Palmisano, Gates to Ballmer, and then Ballmer to Nadella. One that you were close to, David Packard to John Young and then John Young to Lew Platt at the old company. Ellison to Safra and Mark, Jobs to Cook. We talked about Larry Page to Sundar Pichai. So how do you see this? And you've talked to, I remember when you interviewed John Chambers, he said, there is no rite of passage, East coast mini-computer companies, Edson de Castro, Ken Olsen, An Wang. These were executives who wouldn't let go. So it's of interesting to juxtapose that with the modern day executive. How do you see this fitting in to some of those epic transitions that I just mentioned? >> I think a lot of people are surprised at Jeff Bezos', even stepping down. I think he's just been such the face of Amazon. I think some of the poll numbers that people are doing on Twitter, people don't think it's going to make a big difference because he's kind of been that, leader hand on the wheel, but it's been its own ship now, kind of. And so depending on who's at the helm, it will be different. I think the Amazon choice of Andy wasn't obvious. And I think a lot of people were asking the question who was Andy Jassy and that's why we're doing this. And we're going to be doing more features on the Andy Jassy. We got a tons, tons of content that we've we've had shipped, original content with them. We'll share more of those key soundbites and who he is. I think a lot of people scratching their head like, why Andy Jassy? It's not obvious to the outsiders who don't know cloud computing. If you're in the competing business, in the digital transformation side, everyone knows about Amazon Web Services. Has been the most successful company, in my opinion, since I could remember at many levels just the way they've completely dominated the business and how they change others to be dominant. So, I mean, they've made Microsoft change, it made Google change and even then he's a leader that accepts conversations. Other companies, their CEOs hide behind their PR wall and they don't talk to people. They won't come on Clubhouse. They won't talk to the press. They hide behind their PR and they feed them, the media. Jassy is not afraid to talk to reporters. He's not afraid to talk to people, but he doesn't like people who don't know what they're talking about. So he doesn't suffer fools. So, you got to have your shit together to talk to Jassy. That's really the way it is. And that's, and he'll give you mind share, like he'll answer any question except for the ones that are too tough for him to answer. Like, are you, is facial recognition bad or good? Are you going to spin out AWS? I mean these are the hard questions and he's got a great team. He's got Jay Carney, former Obama press secretary working for him. He's been a great leader. So I'm really bullish on, is a good choice. >> We're going to jump into the Clubhouse here and open it up shortly. John, the last question for you is competition. Amazon as a company and even Jassy specifically I always talk about how they don't really focus on the competition, they focus on the customer but we know that just observing these folks Bezos is very competitive individual. Jassy, I mean, you know him better than I, very competitive individual. So, and he's, Jassy has been known to call out Oracle. Of course it was in response to Larry Ellison's jabs at Amazon regarding database. But, but how do you see that? Do you see that changing at all? I mean, will Amazon get more publicly competitive or they stick to their knitting, you think? >> You know this is going to sound kind of a weird analogy. And I know there's a lot of hero worshiping on Elon Musk but Elon Musk and Andy Jassy have a lot of similarities in the sense of their brilliance. They got both a brilliant people, different kinds of backgrounds. Obviously, they're running different things. They both are builders, right? If you were listening to Elon Musk on Clubhouse the other night, what was really striking was not only the magic of how it was all orchestrated and what he did and how he interviewed Robin Hood. He basically is about building stuff. And he was asked questions like, what advice do you give startups? He's like, if you need advice you shouldn't be doing startups. That's the kind of mentality that Jassy has, which is, it's not easy. It's not for the faint of heart, but Elon Musk is a builder. Jassy builds, he likes to build stuff, right? And so you look at all the things that he's done with AWS, it's been about enabling people to be successful with the tools that they need, adding more services, creating things that are lower price point. If you're an entrepreneur and you're over the age of 30, you know about AWS because you know what, it's cheaper to start a business on Amazon Web Services than buying servers and everyone knows that. If you're under the age of 25, you might not know 50 grand to a hundred thousand just to start something. Today you get your credit card down, you're up and running and you can get Clubhouses up and running all day long. So the next Clubhouse will be on Amazon or a cloud technology. And that's because of Andy Jassy right? So this is a significant executive and he continue, will bring that mindset of building. So, I think the digital transformation, we're in the digital engine club, we're going to see a complete revolution of a new generation. And I think having a new leader like Andy Jassy will enable in my opinion next generation talent, whether that's media and technology convergence, media technology and art convergence and the fact that he digs music, he digs sports, he digs tech, he digs media, it's going to be very interesting to see, I think he's well-poised to be, and he's soft-spoken, he doesn't want the glamorous press. He doesn't want the puff pieces. He just wants to do what he does and he puts his game do the talking. >> Talking about advice at startups. Just a quick aside. I remember, John, you and I when we were interviewing Scott McNealy former CEO of Sun Microsystems. And you asked him advice for startups. He said, move out of California. It's kind of tongue in cheek. I heard this morning that there's a proposal to tax the multi-billionaires of 1% annually not just the one-time tax. And so Jeff Bezos of course, has a ranch in Texas, no tax there, but places all over. >> You see I don't know. >> But I don't see Amazon leaving Seattle anytime soon, nor Jassy. >> Jeremiah Owyang did a Clubhouse on California. And the basic sentiment is that, it's California is not going away. I mean, come on. People got to just get real. I think it's a fad. Yeah. This has benefits with remote working, no doubt, but people will stay here in California, the network affects beautiful. I think Silicon Valley is going to continue to be relevant. It's just going to syndicate differently. And I think other hubs like Seattle and around the world will be integrated through remote work and I think it's going to be much more of a democratizing effect, not a win lose. So that to me is a huge shift. And look at Amazon, look at Amazon and Microsoft. It's the cloud cities, so people call Seattle. You've got Google down here and they're making waves but still, all good stuff. >> Well John, thanks so much. Let's let's wrap and let's jump into the Clubhouse and hear from others. Thanks so much for coming on, back on theCUBE. And many times we, you and I've done this really. It was a pleasure having you. Thanks for your perspectives. And thank you for watching everybody, this is Dave Vellante for theCUBE. We'll see you next time. (soft ambient music)
SUMMARY :
leaders all around the world. the time to speak with us. and syndicate the Clubhouse Or you can just buy I can see all the influences are on there So let's get it to and the other diversified stuff. And Bezos said to Jassy, And that's the Amazonian way. and the IOT opportunity And he's always said that to you. of the technology across the entire stack. I mean, the word is, And just to give you a context, and they are not afraid to take chances. I mean, despite the large numbers, and that's directly the So the obvious question So in the corporate governance world So it's of interesting to juxtapose that and how they change others to be dominant. on the competition, over the age of 30, you know about AWS not just the one-time tax. But I don't see Amazon leaving and I think it's going to be much more into the Clubhouse and hear from others.
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Day 2 Kickoff | AWS Public Sector Summit 2019
>> live from Washington, D. C. It's the Cube covering a ws public sector summit by Amazon Web services. >> Welcome back, everyone. You are watching the Cuban. We're kicking off our day two of our live coverage a ws public sector summit here in our nation's capital. I'm Rebecca Knight co hosting with John Fer Yer John. It's great to be here. 18,000 people having important conversations around around governments and cloud computing. Let's extract the signal from the noise. Let's do with the Cube. Does best, >> Yeah, I mean, this is to me a really exciting event because it's got the confluence of what we love tech and cloud computing and all the awesomeness of that and that enables. But even in Washington, D. C. With the backdrop against tech clash on this, you know, narrative run tech for illah tech for bad, bad check whatever you want to call it. Anti trust is a lot of narratives around that there's a huge story around check for good. So I think there's an interesting balance there around the conversations, but this is world of heavy hitters are this week You've got senior people at the government level here, you have senior tech people hear all kind of meddling and trying to figure out howto let the tail winds of cloud computing Dr Change within government against this backdrop of tech for ill as Jay Carney, whose the global marketing policy guy for Amazon on reports to Jeff Bezos, former Obama press secretary. He's super savvy on policy, super savvy on tech. But this is a really big point in time where the future's gonna be determined by some key people and some key decisions around the role of technology for society, for the citizens, United States, for nation states as people start to figure out the role of data and all the impact of this so super exciting at that level, but also dangerous and people are telling a little bit. But I also want to run hard. That's pretty much the big story. >> So let's let's let's get into this tech backlash because you're absolutely right. Through the public, sentiment about technology and the tech behemoths has really soured. The regulators are sharpening their blades and really paying much more attention, uh, particularly because so many people say, Hey, wait a minute, why? How does Google and Facebook know all this stuff about me, but what do you think? What are we hearing on the ground in terms of where regulation is going? Before, before the cameras were rolling, you were talking about this idea of regulators working closely with the innovators, observing but not meddling. I mean, do you think that that's that's That's these dollars underwears We're going in? >> Well, not really. I think that that's where people wanted to go in. I think right now the the surprise attack of tech taking over, if you will in the minds of people and or without Israel or not, it's happened, right? So I was talking yesterday around how the Internet, when Bill Clinton was president, really grew a little bit slower than the pace of this today. But they did a good job of managing that they had private sectors take over the domain name system. We saw that grow that created in the open Web and the Web was open. Today it's different. It's faster in terms of technology innovation, and it's not as open. You have Facebook, LinkedIn and these companies that have silos of data, and they're not sharing it with cyber security General Keith Alexander, former head of the NSA and the first commander of cyber command in the U. S. The United States under Obama. He pointed out that visibility into the cyber attacks aren't there because there's no sharing of data. We heard about open data and knishes from a think tank. The role of data and information is going to be a critical conversation, and I don't think the government officials are smart enough and educated enough yet to understand that So regulatory groups want to regulate they don't know how to. They're reaching out the Amazons, Google's and the Facebook to try to figure out what's going on. And then from there they might get a path. But they're still in the early stages. Amazon feels like they're not harming anyone there. Lower prices, fast delivery, more options. They're creating an enablement environment for tons of startups, so they feel like they're not harming anyone. You're the antitrust, but if they're going to being monopolizing the market place, that's another issue. But I still think Amazon still an enabling mode, and I think you know, they're just running so hard. It's going so fast, I think there's gonna be a big challenge. And if industry doesn't step up and partner with government, it's going to be a real mess. And I think it's just moving too fast. It's very complicated. Digital is nuanced. Now. You get the role of data all this place into into into effect there. >> Well, you're absolutely right that it's going fast. Teresa Carlson on the other day talking about eight of US growth, UH, 41% year over year and she said, Cloud is the new normal. The cloud cloud is here more and more governments on state and local, really recognizing and obviously international countries to recognize that this, this is they're adopting these cloud first approach is, >> yeah, I mean, I think the first approach is validated 100%. There's no debate. I think it's not an ah ha moment. Cloud Israel. Amazon has absolutely proven since the CIA deal in 2013 that this is a viable strategy for government to get to value fast, and that is the whole speed of cloud game. It's all about time to value with agility. Eccentric center. We've been talking about that with Dev Ops for a long, long time. The real thing that I think's happening that's going on. That's kind of, you know, to read the tea leaves and we'll hear from Corey Quinn. Our host at large will go on later. This is a new generation of talent coming on board and this new generation. It feels like a counterculture mindset. These are Dev ops, mindset, people not necessarily Dev ops like in the Cloud Computing Way. They're younger, they're thinking differently, and they think like Amazon not because they love Amazon, because that's their nature. Their got their getting content in a digital way, their digital natives. They're born into that kind of cultural mindset. Of what is all this nonsense red tape? What's the bottlenecked in solving these problems? There's really not a good answer anymore, because with cloud computing and machine learning an A I, you can solve things faster. So if you expose the data, smart people go well. That's a problem that could be song. Let's solve it. So I think there's going to be a resurgence is going to be a renaissance of of younger people, kind of in a counter culture way that's going to move fast and an impact society and I think it's gonna happen pretty quickly over the next 10 years. >> Well, that's one of the things that's so inspiring about being at a conference like this one a ws public sector summit, Because we are hearing getting back to what you just said. We're solving problems and these air problems about not just selling more widgets. This's actually about saving lives, helping people, delivery of healthcare, finding Mr Missing Persons and POWs who are missing in action. >> I mean, the problems could be solved with technology now for goodwill, I think will outweigh the technology for Ayla's Jay Carney calls it. So right now, unfortunately, was talking about Facebook and all this nonsense that happened with the elections. I think that's pretty visible. That's painful for people to kind of deal with. But in the reality that never should have happened, I think you're going to see a resurgence of people that's going to solve problems. And if you look at the software developer persona over the past 10 to 15 years, it went from hire. Some developers build a product ship it market. It makes some money to developers being the frontlines. Power players in software companies there on the front lines. They're making changes. They're moving fast, creating value. I see that kind of paradigm hitting normal people where they can impact change like a developer would foran application in society. I think you're gonna have younger people solving all kinds of crisis around. Whether it's open opioid crisis, healthcare, these problems will be solved. I think cloud computing with a I and machine learning and the role of data will be a big catalyst. >> But money, the money, the money is the thing we're going to have Cory Quinn on later talking about this this talent gap because there are people who are, As you said, they're young people who are motivated to solve these problems, and they want to work for mission driving institutions. What better mission, then helping the United States government >> just heard in the hallway? This has been the I've heard this multiple times here. This show I just heard someone saying Yeah, but that person's great. I can't keep them. What's happening is with the talent is the people that they need for cloud computing. Khun, get a job that pays three times Mohr orm or at the private sector. So, you know, Governor doesn't have stock options, >> right? All right, all right. If >> you're, ah, machine learning, >> people call girls in the lounge. >> Eso all kinds of different diners. But I think this mission driven culture of working for society for good might be that currency. That will be the equivalent stock option that I think is something that we were watching. Not haven't seen anything yet, But maybe that will happen. >> Paid in good feelings way. We've got a lot of great guests. Wave already teed up. We've got your E. Quinn. Bill Britain from Cal Poly to talk more about ground station. We have alien Gemma Smith of YSL Itics, uh, and Jameel Jaffer. >> Think ground station. But the biggest surprise for me and the show so far has been ground station that that product has got so much traction. That's ridiculous. I thought it would be kind of cool. Spacey. I like it, but it's turning into a critical need for a I ot I mean, I was just talking with you. Came on about the airplane having WiFi on the plane. We all like Wow, we expected now, but you go back years ago is like, Oh, my God. I got WiFi on the plane. That's a ground station, like dynamic people going. Oh, my God. I can provision satellite and get data back, all for io ti anywhere in the world. So that is pretty killer. >> Excellently. I'm looking forward to digging in with you with many guests today. >> Good. >> I'm Rebecca Knight. For John. For your stay tuned, you are watching the Cube.
SUMMARY :
live from Washington, D. C. It's the Cube covering Let's extract the signal from the noise. D. C. With the backdrop against tech clash on this, you know, narrative run tech for illah Before, before the cameras were rolling, you were talking about this idea of regulators But I still think Amazon still an enabling mode, and I think you know, Teresa Carlson on the other day talking about eight of US growth, fast, and that is the whole speed of cloud game. Well, that's one of the things that's so inspiring about being at a conference like this one a ws public sector I and machine learning and the role of data will be a big catalyst. But money, the money, the money is the thing we're going to have Cory Quinn on later talking about this this talent This has been the I've heard this multiple times here. right? But I think this mission driven culture of working Bill Britain from Cal Poly to talk more about ground station. I got WiFi on the plane. I'm looking forward to digging in with you with many guests today. For your stay tuned, you are watching the Cube.
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