Sanjay Poonen, CEO & President, Cohesity | VMware Explore 2022
>>Good afternoon, everyone. And welcome back to the VMware Explorer. 2022 live from San Francisco. Lisa Martin, here with Dave. Valante good to be sitting next to you, sir. >>Yeah. Yeah. The big set >>And we're very excited to be welcoming buck. One of our esteemed alumni Sanja poin joins us, the CEO and president of cohesive. Nice to see >>You. Thank you, Lisa. Thank you, Dave. It's great to meet with you all the time and the new sort of setting here, but first >>Time, first time we've been in west, is that right? We've been in north. We've been in south. We've been in Las Vegas, right. But west, >>I mean, it's also good to be back with live shows with absolutely, you know, after sort of the two or three or hiatus. And it was a hard time for the whole world, but I'm kind of driving a little bit of adrenaline just being here with people. So >>You've also got some adrenaline, sorry, Dave. Yeah, you're good because you are new in the role at cohesive. You wrote a great blog that you are identified. The four reasons I came to cohesive. Tell the audience, just give 'em a little bit of a teaser about that. >>Yeah, I think you should all read it. You can Google and, and Google find that article. I talked about the people Mohi is a fantastic founder. You know, he was the, you know, the architect of the Google file system. And you know, one of the senior Google executives was on my board. Bill Corrin said one of the smartest engineers. He was the true father of hyperconverge infrastructure. A lot of the code of Nutanix. He wrote, I consider him really the father of that technology, which brought computer storage. And when he took that same idea of bringing compute to secondary storage, which is really what made the scale out architect unique. And we were at your super cloud event talking about that, Dave. Yeah. Right. So it's a people I really got to respect his smarts, his integrity and the genius, what he is done. I think the customer base, I called a couple of customers. One of them, a fortune 100 customer. I, I can't tell you who it was, but a very important customer. I've known him. He said, I haven't seen tech like this since VMware, 20 years ago, Amazon 10 years ago and now Ko. So that's special league. We're winning very much in the enterprise and that type of segment, the partners, you know, we have HPE, Cisco as investors. Amazon's an investors. So, you know, and then finally the opportunity, I think this whole area of data management and data security now with threats, like ransomware big opportunity. >>Okay. So when you were number two at VMware, you would come on and say, we'd love all our partners and of course, okay. So you know, a little bit about how to work with, with VMware. So, so when you now think about the partnership between cohesive and VMware, what are the things that you're gonna stress to your constituents on the VMware side to convince them that Hey, partnering with cohesive is gonna gonna drive more value for customers, you know, put your thumb on the scale a little bit. You know, you gotta, you gotta unfair advantage somewhat, but you should use it. So what's the narrative gonna be like? >>Yeah, I think listen with VMware and Amazon, that probably their top two partners, Dave, you know, like one of the first calls I made was to Raghu and he knew about this decision before. That's the level of trust I have in him. I even called Michael Dell, you know, before I made the decision, there's a little bit of overlap with Dell, but it's really small compared to the overlap, the potential with Dell hardware that we could compliment. And then I called four CEOs. I was, as I was making this decision, Andy Jassey at Amazon, he was formerly AWS CEO sat Nadela at Microsoft Thomas cor at Google and Arvin Christian, IBM to say, I'm thinking about this making decision. They are many of the mentors and friends to me. So I believe in an ecosystem. And you know, even Chuck Robbins, who the CEO of Cisco is an investor, I texted him and said, Hey, finally, we can be friends. >>It was harder to us to be friends with Cisco, given the overlap of NSX. So I have a big tent towards everybody in our ecosystem with VMware. I think the simple answer is there's no overlap okay. With, with the kind of the primary storage capabilities with VSAN. And by the same thing with Nutanix, we will be friends and, and extend that to be the best data protection solution. But given also what we could do with security, I think this is gonna go a lot further. And then it's all about meet the field. We have common partners. I think, you know, sort of the narrative I talked about in that blog is just like snowflake was replacing Terada and ServiceNow replace remedy and CrowdStrike, replacing Symantec, we're replacing legacy vendors. We are viewed as the modern solution cloud optimized for private and public cloud. We can help you and make VMware and vs a and VCF very relevant to that part of the data management and data security continuum, which I think could end VMware. And by the way, the same thing into the public cloud. So most of the places where we're being successful is clearly withs, but increasingly there's this discussion also about playing into the cloud. So I think both with VMware and Amazon, and of course the other partners in the hyperscaler service, storage, networking place and security, we have some big plans. >>How, how much do you see this? How do you see this multi-cloud narrative that we're hearing here from, from VMware evolving? How much of an opportunity is it? How are customers, you know, we heard about cloud chaos yesterday at the keynote, are customers, do they, do they admit that there's cloud chaos? Some probably do some probably don't how much of an opportunity is that for cohesive, >>It's tremendous opportunity. And I think that's why you need a Switzerland type player in this space to be successful. And you know, and you can't explicitly rule out the fact that the big guys get into this space, but I think it's, if you're gonna back up office 365 or what they call now, Microsoft 365 into AWS or Google workspace into Azure or Salesforce into one of those clouds, you need a Switzerland player. It's gonna be hard. And in many cases, if you're gonna back up data or you protect that data into AWS banks need a second copy of that either on premise or Azure. So it's very hard, even if they have their own native data protection for them to be dual cloud. So I think a multi-cloud story and the fact that there's at least three big vendors of cloud in, in the us, you know, one in China, if include Alibaba creates a Switzerland opportunity for us, that could be fairly big. >>And I think, you know, what we have to do is make sure while we'll be optimized, our preferred cloud is AWS. Our control plane runs there. We can't take an all in AWS stack with the control plane and the data planes at AWS to Walmart. So what I've explained to both Microsoft and AWS is that data plane will need to be multi-cloud. So I can go to an, a Walmart and say, I can back up your data into Azure if you choose to, but the control plane's still gonna be an AWS, same thing with Google. Maybe they have another account. That's very Google centric. So that's how we're gonna believe the, the control plane will be in AWS. We'll optimize it there, but the data plane will be multicloud. >>Yeah. And that's what Mo had explained at Supercloud. You know, and I talked to him, he really helped me hone in on the deployment models. Yes. Where, where, where the cohesive deployment model is instantiating that technology stack into each cloud region and each cloud, which gives you latency advantages and other advantages >>And single code based same platform. >>And then bringing it, tying it together with a unified, you know, interface. That was he, he was, he was key. In fact, I, I wrote about it recently and, and gave him and the other 29 >>Quite a bit in that session, he went deep with you. I >>Mean, with Mohi, when you get a guy who developed a Google file system, you know, who can technically say, okay, this is technically correct or no, Dave, your way off be. So I that's why I had to >>Go. I, I thought you did a great job in that interview because you probed him pretty deep. And I'm glad we could do that together with him next time. Well, maybe do that together here too, but it was really helpful. He's the, he's the, he's the key reason I'm here. >>So you say data management is ripe for disrupt disruption. Talk about that. You talked about this Switzerland effect. That sounds to me like a massive differentiator for cohesive. Why is data management right for disruption and why is cohesive the right partner to do it? >>Yeah, I think, listen, everyone in this sort of data protection backup from years ago have been saying the S Switzerland argument 18 years ago, I was a at Veras an executive there. We used the Switzerland argument, but what's changed is the cloud. And what's changed as a threat vector in security. That's, what's changed. And in that the proposition of a, a Switzerland player has just become more magnified because you didn't have a sales force or Workday service now then, but now you do, you didn't have multi-cloud. You had hardware vendors, you know, Dell, HPE sun at the time. IBM, it's now Lenovo. So that heterogeneity of, of on-premise service, storage, networking, HyperCloud, and, and the apps world has gotten more and more diverse. And I think you really need scale out architectures. Every one of the legacy players were not built with scale out architectures. >>If you take that fundamental notion of bringing compute to storage, you could almost paralyze. Imagine you could paralyze backup recovery and bring so much scale and speed that, and that's what Mo invented. So he took that idea of how he had invented and built Nutanix and applied that to secondary storage. So now everything gets faster and cheaper at scale. And that's a disruptive technology ally. What snowflake did to ator? I mean, the advantage of snowflake is when you took that same concept data, warehousing is not a new concept it's existed from since Ralph Kimball and bill Inman and the people who are fathers of data warehousing, they took that to Webscale. And in that came a disruptive force toter data, right on snowflake. And then of course now data bricks and big query, similar things. So we're doing the same thing. We just have to showcase the customers, which we do. And when large customers see that they're replacing the legacy solutions, I have a lot of respect for legacy solutions, but at some point in time of a solution was invented in 1995 or 2000, 2005. It's right. For change. >>So you use snowflake as an example, Frank SL doesn't like when I say playbook, cuz I says, Dave, I'm a situational CEO, no playbook, but there are patterns here. And one of the things he did is to your point go after, you know, Terra data with a better data warehouse, simplify scale, et cetera. And now he's, he's a constructing a Tam expansion strategy, same way he did at ServiceNow. And I see you guys following a similar pattern. Okay. You get your foot in the door. Let's face it. I mean, a lot of this started with, you know, just straight back. Okay, great. Now it's extending into data management now extending to multi-cloud that's like concentric circles in a Tam expansion strategy. How, how do you, as, as a CEO, that's part of your job is Tam expansion. >>So yeah, I think the way to think about the Tam is, I mean, people say it's 20, 30 billion, but let me tell you how you can piece it apart in size, Dave and Lisa number one, I estimate there's probably about 10 to 20 exabytes of data managed by these legacy players of on-prem stores that they back up to. Okay. So you add them all up in the market shares that they respectively are. And by the way, at the peak, the biggest of these companies got to 2 billion and then shrunk. That was Verto when I was there in 2004, 2 billion, every one of them is small and they stopped growing. You look at the IDC charts. Many of them are shrinking. We are the fastest growing in the last two years, but I estimate there's about 20 exabytes of data that collectively among the legacy players, that's either gonna stay on prem or move to the cloud. Okay. So the opportunity as they replace one of those legacy tools with us is first off to manage that 20 X by cheaper, faster with the Webscale glass offer the cloud guys, we could tip that into the cloud. Okay. >>But you can't stop there. >>Okay. No, we are not doing just backup recovery. We have a platform that can do files. We can do test dev analytics and now security. Okay. That data is potentially at a risk, not so much in the past, but for ransomware, right? How do we classify that? How do we govern that data? How do we run potential? You know, the same way you did antivirus some kind of XDR algorithms on the data to potentially not just catch the recovery process, which is after fact, but maybe the predictive act of before to know, Hey, there's somebody loitering around this data. So if I'm basically managing in the exabytes of data and I can proactively tell you what, this is, one CIO described this very simply to me a few weeks ago that I, and she said, I have 3000 applications, okay. I wanna be prepared for a black Swan event, except it's not a nine 11 planes getting the, the buildings. >>It is an extortion event. And I want to know when that happens, which of my 3000 apps I recover within one hour within one day within one week, no later than one month. Okay. And I don't wanna pay the bad guys at penny. That's what we do. So that's security discussions. We didn't have that discussion in 2004 when I was at another company, because we were talking about flood floods and earthquakes as a disaster recovery. Now you have a lot more security opportunity to be able to describe that. And that's a boardroom discussion. She needs to have that >>Digital risk. O O okay, go ahead please. I >>Was just gonna say, ransomware attack happens every what? One, every 11, 9, 11 seconds. >>And the dollar amount are going up, you know, dollar are going up. Yep. >>And, and when you pay the ransom, you don't always get your data back. So you that's not. >>And listen, there's always an ethical component. Should you do it or not do it? If you, if you don't do it and you're threatened, they may have left an Easter egg there. Listen, I, I feel very fortunate that I've been doing a lot in security, right? I mean, I built the business at, at, at VMware. We got it to over a billion I'm on the board of sneak. I've been doing security and then at SAP ran. So I know a lot about security. So what we do in security and the ecosystem that supports us in security, we will have a very carefully crafted stay tuned. Next three weeks months, you'll see us really rolling out a very kind of disciplined aspect, but we're not gonna pivot this company and become a cyber security company. Some others in our space have done that. I think that's not who we are. We are a data management and a data security company. We're not just a pure security company. We're doing both. And we do it well, intelligently, thoughtfully security is gonna be built into our platform, not voted on. Okay. And there'll be certain security things that we do organically. There's gonna be a lot that we do through partnerships, this >>Security market that's coming to you. You don't have to go claim that you're now a security vendor, right? The market very naturally saying, wow, a comprehensive security strategy has to incorporate a data protection strategy and a recovery, you know, and the things that we've talking about Mount ransomware, I want to ask you, you I've been around a long time, longer than you actually Sanjay. So, but you you've, you've seen a lot. You look, >>Thank you. That's all good. Oh, >>Shucks. So the market, I've never seen a market like this, right? I okay. After the.com crash, we said, and I know you can't talk about IPO. That's not what I'm talking about, but everything was bad after that. Right. 2008, 2000, everything was bad. I've never seen a market. That's half full, half empty, you know, snowflake beats and raises the stock, goes through the roof. Dev if it, if the area announced today, Mongo, DB, beat and Ray, that things getting crushed and, and after market never seen anything like this. It's so fed, driven and, and hard to protect. And, and of course, I know it's a marathon, you know, it's not a sprint, but have you ever seen anything like this? >>Listen, I walk worked through 18 quarters as COO of VMware. You've seen where I've seen public quarters there and you know, was very fortunate. Thanks to the team. I don't think I missed my numbers in 18 quarters except maybe once close. But we, it was, it's tough. Being a public company of the company is tough. I did that also at SAP. So the journey from 10 to 20 billion at SAP, the journey from six to 12 at VMware, that I was able to be fortunate. It's humbling because you, you really, you know, we used to have this, we do the earnings call and then we kind of ask ourselves, what, what do you think the stock price was gonna be a day and a half later? And we'd all take bets as to where this, I think you just basically, as a, as a sea level executive, you try to build a culture of beaten, raise, beaten, raise, beaten, raise, and you wanna set expectations in a way that you're not setting them up for failure. >>And you know, it's you, there's, Dave's a wonderful CEO as is Frank Salman. So it's hard for me to dissect. And sometimes the market are fickle on some small piece of it. But I think also the, when I, I encourage people say, take the long term view. When you take the long term view, you're not bothered about the ups and downs. If you're building a great company over the length of time, now it will be very clear over the arc of many, many quarters that you're business is trouble. If you're starting to see a decay in growth. And like, for example, when you start to see a growth, start to decay significantly by five, 10 percentage points, okay, there's something macro going on at this company. And that's what you won't avoid. But these, you know, ups and downs, my view is like, if you've got both Mongo D and snowflake are fantastic companies, they're CEOs of people I respect. They've actually kind of an, a, you know, advisor to us as a company, you knows moat very well. So we respect him, respect Frank, and you, there have been other quarters where Frank's, you know, the Snowflake's had a down result after that. So you build a long term and they are on the right side of history, snowflake, and both of them in terms of being a modern cloud relevant in the case of MongoDB, open source, two data technology, that's, you know, winning, I, I, we would like to be like them one day >>As, as the new CEO of cohesive, what are you most ask? What are you most anxious about and what are you most excited about? >>I think, listen, you know, you know, everything starts with the employee. You, I always believe I wrote my first memo to all employees. There was an article in Harvard business review called service profit chains that had a seminal impact on my leadership, which is when they studied companies who had been consistently profitable over a long period of time. They found that not just did those companies serve their customers well, but behind happy engaged customers were happy, engaged employees. So I always believe you start with the employee and you ensure that they're engaged, not just recruiting new employees. You know, I put on a tweet today, we're hiring reps and engineers. That's okay. But retaining. So I wanna start with ensuring that everybody, sometimes we have to make some unfortunate decisions with employees. We've, we've got a part company with, but if we can keep the best and brightest retained first, then of course, you know, recruiting machine, I'm trying to recruit the best and brightest to this company, people all over the place. >>I want to get them here. It's been, so I mean, heartwarming to come Tom world and just see people from all walks, kind of giving me hugs. I feel incredibly blessed. And then, you know, after employees, it's customers and partners, I feel like the tech is in really good hands. I don't have to worry about that. Cuz Mo it's in charge. He's got this thing. I can go to bed knowing that he's gonna keep innovating the future. Maybe in some of the companies I've worried about the tech innovation piece, but most doing a great job there. I can kind of leave that in his cap of hands, but employees, customers, partners, that's kind of what I'm focused on. None of them are for me, like a keep up at night, but there are are opportunities, right? And sometimes there's somebody you're trying to salvage to make sure or somebody you're trying to convince to join. >>But you know, customers, I love pursuing customers. I love the win. I hate to lose. So fortune 1000 global, 2000 companies, small companies, big companies, I wanna win every one of them. And it's not, it's not like, I mean, I know all these CEOs in my competitors. I texted him the day I joined and said, listen, I'll compete, honorably, whatever have you, but it's like Kobe and LeBron Kobe's passed away now. So maybe it's Steph Curry. LeBron, whoever your favorite athlete is you put your best on the court and you win. And that's how I am. That's nothing I've known no other gear than to put my best on the court and win, but do it honorably. It should not be the one that you're doing it. Unethically. You're doing it personally. You're not calling people's names. You're competing honorably. And when you win the team celebrates, it's not a victory for me. It's a victory for the team. >>I always think I'm glad that you brought up the employee experience and we're almost out of time, but I always think the employee experience and the customer experience are inextricably linked. This employees have to be empowered. They have to have the data that they need to do their job so that they can deliver to the customer. You can't do one without the other. >>That's so true. I mean, I, it's my belief. And I've talked also on this show and others about servant leadership. You know, one of my favorite poems is Brenda Naor. I went to bed in life. I dreamt that life was joy. I woke up and realized life was service. I acted in service was joy. So when you have a leadership model, which is it's about, I mean, there's lots of layers between me and the individual contributor, but I really care about that sales rep and the engineer. That's the leaf level of the organization. What can I get obstacle outta their way? I love skipping levels of going right. That sales rep let's go and crack this deal. You know? So you have that mindset. Yeah. I mean, you, you empower, you invert the pyramid and you realize the power is at the leaf level of an organization. >>So that's what I'm trying to do. It's a little easier to do it with 2000 people than I dunno, either 20, 20, 2000 people or 35,000 reported me at VMware. And I mean a similar number at SAP, which was even bigger, but you can shape this. Now we are, we're not a startup anymore. We're a midsize company. We'll see. Maybe along the way, there's an IP on the path. We'll wait for that. When it comes, it's a milestone. It's not the destination. So we do that and we are, we, I told people we are gonna build this green company. Cohesive is gonna be a great company like VMware one day, like Amazon. And there's always a day of early beginnings, but we have to work harder. This is kind of like the, you know, eight year old version of your kid, as opposed to the 18 year old version of the kid. And you gotta work a little harder. So I love it. Yeah. >>Good luck. Awesome. Thank you. Best of luck. Congratulations. On the role, it sounds like there's a tremendous amount of adrenaline, a momentum carrying you forward Sanjay. We always appreciate having you. Thank >>You for having in your show. >>Thank you. Our pleasure, Lisa. Thank you for Sanja poin and Dave ante. I'm Lisa Martin. You're watching the cube live from VMware Explorer, 2022, stick around our next guest. Join us momentarily.
SUMMARY :
Valante good to be sitting next to you, sir. And we're very excited to be welcoming buck. It's great to meet with you all the time and the new sort of setting here, We've been in north. I mean, it's also good to be back with live shows with absolutely, you know, after sort of the two or three or hiatus. You wrote a great blog that you are identified. And you know, one of the senior Google executives was on my board. So you know, a little bit about how to work with, with VMware. And you know, even Chuck Robbins, who the CEO of I think, you know, sort of the narrative I talked about in that blog is And I think that's why you need a Switzerland type player in this space to And I think, you know, what we have to do is make sure while we'll be optimized, our preferred cloud is AWS. stack into each cloud region and each cloud, which gives you latency advantages and other advantages And then bringing it, tying it together with a unified, you know, interface. Quite a bit in that session, he went deep with you. Mean, with Mohi, when you get a guy who developed a Google file system, you know, who can technically Go. I, I thought you did a great job in that interview because you probed him pretty deep. So you say data management is ripe for disrupt disruption. And I think you really need scale out architectures. the advantage of snowflake is when you took that same concept data, warehousing is not a new concept it's existed from since And I see you guys following a similar pattern. So yeah, I think the way to think about the Tam is, I mean, people say it's 20, 30 billion, but let me tell you how you can piece it apart You know, the same way you did antivirus some kind of XDR And I want to know when that happens, which of my 3000 apps I I Was just gonna say, ransomware attack happens every what? And the dollar amount are going up, you know, dollar are going up. And, and when you pay the ransom, you don't always get your data back. I mean, I built the business at, at, at VMware. protection strategy and a recovery, you know, and the things that we've talking about Mount ransomware, Thank you. And, and of course, I know it's a marathon, you know, it's not a sprint, I think you just basically, as a, as a sea level executive, you try to build a culture of And you know, it's you, there's, Dave's a wonderful CEO as is Frank Salman. I think, listen, you know, you know, everything starts with the employee. And then, you know, And when you win the team celebrates, I always think I'm glad that you brought up the employee experience and we're almost out of time, but I always think the employee experience and the customer So when you have a leadership model, which is it's about, I mean, This is kind of like the, you know, eight year old version of your kid, as opposed to the 18 year old version of a momentum carrying you forward Sanjay. Thank you.
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Aaron T. Myers Cloudera Software Engineer Talking Cloudera & Hadooop
>>so erin you're a technique for a Cloudera, you're a whiz kid from Brown, you have, how many Brown people are engineers here at Cloudera >>as of monday, we have five full timers and two interns at the moment and we're trying to hire more all the time. >>Mhm. So how many interns? >>Uh two interns from Brown this this summer? A few more from other schools? Cool, >>I'm john furry with silicon angle dot com. Silicon angle dot tv. We're here in the cloud era office in my little mini studio hasn't been built out yet, It was studio, we had to break it down for a doctor, ralph kimball, not richard Kimble from uh I called him on twitter but coupon um but uh the data warehouse guru was in here um and you guys are attracting a lot of talent erin so tell us a little bit about, you know, how Claudia is making it happen and what's the big deal here, people smart here, it's mature, it's not the first time around this company, this company has some some senior execs and there's been a lot, a lot of people uh in the market who have been talking about uh you know, a lot of first time entrepreneurs doing their startups and I've been hearing for some folks in in the, in the trenches that there's been a frustration and start ups out there, that there's a lot of first time entrepreneurs and everyone wants to be the next twitter and there's some kind of companies that are straddling failure out there? And and I was having that conversation with someone just today and I said, they said, what's it like Cloudera and I said, uh, this is not the first time crew here in Cloudera. So, uh, share with the folks out there, what you're seeing for Cloudera and the management team. >>Sure. Well, one of the most attractive parts about working Cloudera for me, one of the reasons I, I really came here was have been incredibly experienced management team, Mike Charles, they've all there at the top of this Oregon, they have all done this before they founded startups, Growing startups, old startups and uh, especially in contrast with my, the place where I worked previously. Uh, the amount of experience here is just tremendous. You see them not making mistakes where I'm sure others would. >>And I mean, Mike Olson is veteran. I mean he's been, he's an adviser to start ups. I know he's been in some investors. Amer was obviously PhD candidates bolted out the startup, sold it to yahoo, worked at, yahoo, came back finish his PhD at stanford under Mendel over there in the PhD program over this, we banged in a speech. He came back entrepreneur residents, Excel partners. Now it does Cloudera. Um, when did you join the company and just take us through who you are and when you join Cloudera, I want your background. >>Sure. So I, I joined a little over a year ago is about 30 people at the time. Uh, I came from a small start up of the music online music store in new york city um uh, which doesn't really exist all that much anymore. Um but you know, I I sort of followed my other colleagues from Brown who worked here um was really sold by the management team and also by the tremendous market opportunity that that Hadoop has right now. Uh Cloudera was very much the first commercial player there um which is really a unique experience and I think you've covered this pretty well before. I think we all around here believe that uh the markets only growing. Um and we're going to see the market and the big data market in general get bigger and bigger in the next few years. >>So, so obviously computer science is all the rage and and I'm particularly proud of hangout, we've had conversations in the hallway while you're tweeting about this and that. Um, but you know, silicon angles home is here, we've had, I've had a chance to watch you and the other guys here grow from, you know, from your other office was a san mateo or san Bruno somewhere in there. Like >>uh it was originally in burlingame, then we relocate the headquarters Palo Alto and now we have a satellite up in san Francisco. >>So you guys bolted out. You know, you have a full on blow in san Francisco office. So um there was a big busting at the seams here in Palo Alto people commuting down uh even building their burning man. Uh >>Oh yeah sure >>skits here and they're constructing their their homes here, but burning man, so we're doing that in san Francisco, what's the vibe like in san Francisco, tell us what's going on >>in san Francisco, san Francisco is great. It's, I'm I live in san Francisco as do a lot of us. About half the engineering team works up there now. Um you know we're running out of space there certainly. Um and you're already, oh yeah, oh yeah, we're hiring as fast as we absolutely can. Um so definitely not space to build the burning man huts there like like there is down, down in Palo Alto but it's great up there. >>What are you working on right now for project insurance? The computer science is one of the hot topics we've been covering on silicon angle, taking more of a social angle, social media has uh you know, moves from this pr kind of, you know, check in facebook fan page to hype to kind of a real deal social marketplace where you know data, social data, gestural data, mobile data geo data data is the center of the value proposition. So you live that every day. So talk about your view on the computer science landscape around data and why it's such a big deal. >>Oh sure. Uh I think data is sort of one of those uh fundamental uh things that can be uh mind for value across every industry, there's there's no industry out there that can't benefit from better understanding what their customers are doing, what their competitors are doing etcetera. And that's sort of the the unique value proposition of, you know, stuff like Hadoop. Um truly we we see interest from every sector that exists, which is great as for what the project that I'm specifically working on right now, I primarily work on H. D. F. S, which is the Hadoop distributed file system underlies pretty much all the other um projects in the Hadoop ecosystem. Uh and I'm particularly working with uh other colleagues at Cloudera and at other companies, yahoo and facebook on high availability for H. D. F. S, which has been um in some deployments is a serious concern. Hadoop is primarily a batch processing system, so it's less of a concern than in others. Um but when you start talking about running H base, which needs to be up all the time serving live traffic than having highly available H DFS is uh necessity and we're looking forward to delivering that >>talk about the criticism that H. D. F. S has been having. Um Well, I wouldn't say criticism. I mean, it's been a great, great product that produced the HDs, a core parts of how do you guys been contributing to the standard of Apache, that's no secret to the folks out there, that cloud area leads that effort. Um but there's new companies out there kind of trying a new approach and they're saying they're doing it better, what are they saying in terms and what's really happening? So, you know, there's some argument like, oh, we can do it better. And what's the what, why are they doing it, that was just to make money do a new venture, or is that, what's your opinion on that? Yeah, >>sure. I mean, I think it's natural to to want to go after uh parts of the core Hadoop system and say, you know, Hadoop is a great ecosystem, but what if we just swapped out this part or swapped out that part, couldn't couldn't we get some some really easy gains. Um and you know, sometimes that will be true. I have confidence that that that just will not simply not be true in in the very near future. One of the great benefits about Apache, Hadoop being open source is that we have a huge worldwide network of developers working at some of the best engineering organizations in the world who are all collaborating on this stuff. Um and, you know, I firmly believe that the collaborative open source process produces the best software and that's that's what Hadoop is at its very core. >>What about the arguments are saying that, oh, I need to commercialize it differently for my installed base bolt on a little proprietary extensions? Um That's legitimate argument. TMC might take that approach or um you know, map are I was trying to trying to rewrite uh H. T. F. >>S. To me, is >>it legitimate? I mean is there fighting going on in the standards? Maybe that's a political question you might want to answer. But give me a shot. >>I mean the Hadoop uh isn't there's no open standard for Hadoop. You can't say like this is uh this is like do compatible or anything like that. But you know what you can say is like this is Apache Hadoop. Uh And so in that sense there's no there's no fighting to be had there. Um Yeah, >>so yeah. Who um struggling as a company. But you know, there's a strong head Duke D. N. A. At yahoo, certainly, I talked with the the founder of the startup. Horton works just announced today that they have a new board member. He's the guy who's the Ceo of Horton works and now on bluster, I'm sorry, cluster announced they have um rob from benchmark on the board. Uh He's the Ceo of Horton works and and one of my not criticisms but points about Horton was this guy's an engineer, never run a company before. He's no Mike Olson. Okay, so you know, Michaelson has a long experience. So this guy comes into running and he's obviously in in open source, is that good for Yahoo and open sources. He they say they're going to continue to invest in Hadoop? They clearly are are still using a lot of Hadoop certainly. Um how is that changing Apache, is that causing more um consolidation, is that causing more energy? What's your view on the whole Horton works? Think >>um you know, yahoo is uh has been and will continue to be a huge contributor. Hadoop, they uh I can't say for sure, but I feel pretty confident that they have more data under management under Hadoop than anyone else in the world and there's no question in my mind that they'll continue to invest huge amounts of both key way effort and engineering effort and uh all of the things that Hadoop needs to to advance. Um I'm sure that Horton works will continue to work very closely with with yahoo. Um And you know, we're excited to see um more and more contributors to to Hadoop um both from Horton works and from yahoo proper. >>Cool, Well, I just want to clarify for the folks out there who don't understand what this whole yahoo thing is, It was not a spin out, these were key Hadoop core guys who left the company to form a startup of which yahoo financed with benchmark capital. So, yahoo is clearly and told me and reaffirm that with me that they are clearly investing more in Hadoop internally as well. So there's more people inside, yahoo that work on Hadoop than they are in the entire Horton's work company. So that's very clear. So just to clear that up out there. Um erin. so you're you're a young gun, right? You're a young whiz like Todd madam on here, explain to the folks out there um a little bit older maybe guys in their thirties or C IOS a lot of people are doing, you know, they're kicking the tires on big data, they're hearing about real time analytics, they're hearing about benefits have never heard before. Uh Dave a lot and I on the cube talk about, you know, the transformations that are going on, you're seeing AMC getting into big data, everyone's transforming at the enterprise level and service provider. What explains the folks why Hadoop is so important. Why is that? Do if not the fastest or one of the fastest growing projects in Apache ever? Sure. Even faster than the web server project, which is one of the better, >>better bigger ones. >>Why is the dupes and explain to them what it is? Well, you know, >>it's been it's pretty well covered that there's been an explosion of data that more data is produced every every year over and over. We talk about exabytes which is a quantity of data that is so large that pretty much no one can really theoretically comprehend it. Um and more and more uh organizations want to store and process and learn from, you know, get insights from that data um in addition to just the explosion of data um you know that there is simply more data, organizations are less willing to discard data. One of the beauties of Hadoop is truly that it's so very inexpensive per terabyte to store data that you don't have to think up front about what you want to store, what you want to discard, store it all and figure out later what is the most useful bits we call that sort of schema on read. Um as opposed to, you know, figuring out the schema a priority. Um and that is a very powerful shift in dynamics of data storage in general. And I think that's very attractive to all sorts of organizations. >>Your, I'll see a Brown graduate and you have some interns from Brown to Brown um, Premier computer science program almost as good as when I went to school at Northeastern University. >>Um >>you know, the unsung heroes of computer science only kidding Brown's great program, but you know, cutting edge computer science areas known as obviously leading in a lot of the computer science areas do in general is known that you gotta be pretty savvy to be either masters level PhD to kind of play in this area? Not a lot of adoption, what I call the grassroots developers. What's your vision and how do you see the computer science, younger generation, even younger than you kind of growing up into this because those tools aren't yet developed. You still got to be, you're pretty strong from a computer science perspective and also explained to the folks who aren't necessarily at the browns of the world or getting into computer science, what about, what is that this revolution about and where is it going? What are some of the things you see happening around the corner that that might not be obvious. >>Sure there's a few questions there. Um part of it is how do people coming out of college get into this thing, It's not uh taught all that much in school, How do how do you sort of make the leap from uh the standard computer science curriculum into this sort of thing? And um you know, part of it is that really we're seeing more and more schools offering distributed computing classes or they have grids available um to to do this stuff there there is some research coming out of Brown actually and lots of other schools about Hadoop proper in the behavior of Hadoop under failure scenarios, that sort of stuff, which is very interesting. Google uh actually has classes that they teach, I believe in conjunction with the University of Washington um where they teach undergraduates and your master's level, graduate students about mass produced and distributed computing and they actually use Hadoop to do it because it is the architecture of Hadoop is modeled after um >>uh >>google's internal infrastructure. Um So you know that that's that's one way we're seeing more and more people who are just coming out of college who have distributed systems uh knowledge like this? Um Another question? the other part of the question you asked is how does um how does the ordinary developer get into this stuff? And the answer is we're working hard, you know, we and others in the hindu community are working hard on making it, making her do just much easier to consume. We released, you cover this fair bit, the ECM Express project that lets you install Hadoop with just minimal effort as close to 11 click as possible. Um and there's lots of um sort of layers built on top of Hadoop to make it more easily consumed by developers Hive uh sort of sequel like interface on top of mass produce. And Pig has its own DSL for programming against mass produce. Um so you don't have to write heart, you don't have to write straight map produced code, anything like that. Uh and it's getting easier for operators every day. >>Well, I mean, evolution was, I mean, you guys actually working on that cloud era. Um what about what about some of the abstractions? You're seeing those big the Rage is, you know, look back a year ago VM World coming up and uh little plugs looking angle dot tv will be broadcasting live and at VM World. Um you know, he has been on the Q XV m where um Spring Source was a big announcement that they made. Um, Haruka brought by Salesforce Cloud Software frameworks are big, what does that look like and how does it relate to do and the ecosystem around Hadoop where, you know, the rage is the software frameworks and networks kind of collide and you got the you got the kind of the intersection of, you know, software frameworks and networks obviously, you know, in the big players, we talk about E M C. And these guys, it's clear that they realize that software is going to be their key differentiator. So it's got to get to a framework stand, what is Hadoop and Apache talking about this kind of uh, evolution for for Hadoop. >>Sure. Well, you know, I think we're seeing very much the commoditization of hardware. Um, you just can't buy bigger and bigger computers anymore. They just don't exist. So you're going to need something that can take a lot of little computers and make it look like one big computer. And that's what Hadoop is especially good at. Um we talk about scaling out instead of scaling up, you can just buy more relatively inexpensive computers. Uh and that's great. And sort of the beauty of Hadoop, um, is that it will grow linearly as your data set as your um, your your scale, your traffic, whatever grows. Um and you don't have to have this exponential price increase of buying bigger and bigger computers, You can just buy more. Um and that that's sort of the beauty of it is a software framework that if you write against it. Um you don't have to think about the scaling anymore. It will do that for you. >>Okay. The question for you, it's gonna kind of a weird question but try to tackle it. You're at a party having a few cocktails, having a few beers with your buddies and your buddies who works at a big enterprise says man we've got all this legacy structured data systems, I need to implement some big data strategy, all this stuff. What do I do? >>Sure, sure. Um Not the question I thought you were going to ask me that you >>were a g rated program here. >>Okay. I thought you were gonna ask me, how do I explain what I do to you know people that we'll get to that next. Okay. Um Yeah, I mean I would say that the first thing to do is to implement a start, start small, implement a proof of concept, get a subset of the data that you would like to analyze, put it, put Hadoop on a few machines, four or five, something like that and start writing some hive queries, start writing some some pig scripts and I think you'll you know pretty quickly and easily see the value that you can get out of it and you can do so with the knowledge that when you do want to operate over your entire data set, you will absolutely be able to trivially scale to that size. >>Okay. So now the question that I want to ask is that you're at a party and I want to say, what do you >>do? You usually tell people in my hedge fund manager? No but seriously um I I tell people I work on distributed supercomputers. Software for distributed supercomputers and that people have some idea what distributed means and supercomputers and they figure that out. >>So final question for I know you gotta go get back to programming uh some code here. Um what's the future of Hadoop in the sense of from a developer standpoint? I was having a conversation with a developer who's a big data jockey and talking about Miss kelly gets anything and get his hands on G. O. Data, text data because the data data junkie and he says I just don't know what to build. Um What are some of the enabling apps that you may see out there and or you have just conceiving just brainstorming out there, what's possible with with data, can you envision the next five years, what are you gonna see evolve and what some of the coolest things you've seen that might that are happening right now. >>Sure. Sure. I mean I think you're going to see uh just the front ends to these things getting just easier and easier and easier to interact with and at some point you won't even know that you're interacting with a Hadoop cluster that will be the engine underneath the hood but you know, you'll you'll be uh from your perspective you'll be driving a Ferrari and by that I mean you know, standard B. I tool, standard sequel query language. Um we'll all be implemented on top of this stuff and you know from that perspective you could implement, you know, really anything you want. Um We're seeing a lot of great work coming out of just identifying trends amongst masses of data that you know, if you tried to analyze it with any other tool, you'd either have to distill it down so far that you would you would question your results or that you could only run the very simplest sort of queries over um and not really get those like powerful deep insights, those sort of correlative insights um that we're seeing people do. So I think you'll see, you'll continue to see uh great recommendations systems coming out of this stuff. You'll see um root cause analysis, you'll see great work coming out of the advertising industry um to you know to really say which ad was responsible for this purchase. Was it really the last ad they clicked on or was it the ad they saw five weeks ago they put the thought in mind that sort of correlative analysis is being empowered by big data systems like a dupe. >>Well I'm bullish on big data, I think people I think it's gonna be even bigger than I think you're gonna have some kids come out of college and say I could use big data to create a differentiation and build an airline based on one differentiation. These are cool new ways and, and uh, data we've never seen before. So Aaron, uh, thanks for coming >>on the issue >>um, your inside Palo Alto Studio and we're going to.
SUMMARY :
the market who have been talking about uh you know, a lot of first time entrepreneurs doing their startups and I've been Uh, the amount of experience take us through who you are and when you join Cloudera, I want your background. Um but you know, I I sort of followed my other colleagues you know, from your other office was a san mateo or san Bruno somewhere in there. So you guys bolted out. Um you know we're running out of space there certainly. on silicon angle, taking more of a social angle, social media has uh you know, Um but when you start talking about running H base, which needs to be up all the time serving live traffic So, you know, there's some argument like, oh, we can do it better. Um and you know, sometimes that will be true. TMC might take that approach or um you know, map are I was trying to trying to rewrite Maybe that's a political question you might want to answer. But you know what you can say is like this is Apache Hadoop. so you know, Michaelson has a long experience. Um And you know, we're excited to see um more and more contributors to Uh Dave a lot and I on the cube talk about, you know, per terabyte to store data that you don't have to think up front about what Your, I'll see a Brown graduate and you have some interns from Brown to Brown What are some of the things you see happening around the corner that And um you know, part of it is that really we're seeing more and more schools offering And the answer is we're working hard, you know, we and others in the hindu community are working do and the ecosystem around Hadoop where, you know, the rage is the software frameworks and Um and that that's sort of the beauty of it is a software framework I need to implement some big data strategy, all this stuff. Um Not the question I thought you were going to ask me that you the value that you can get out of it and you can do so with the knowledge that when you do and that people have some idea what distributed means and supercomputers and they figure that out. apps that you may see out there and or you have just conceiving just brainstorming out out of just identifying trends amongst masses of data that you know, if you tried Well I'm bullish on big data, I think people I think it's gonna be even bigger than I think you're gonna have some kids come out of college
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