>>Welcome back to VMO 2022. We're in the home stretch. Now, Dave ante for Dave Nicholson, and we're excited to have drew Schlissel on he's the director of product marketing at wasabi, and he is joined by Dustin Albertson, the manager of cloud and application alliances, product, product management at Veeam software. Dustin, did I get that right? You got it right. All right. You're gonna explain all those little titles in a moment. So wasabi is a company cool name, but you may not know much about them drew. What does wasabi do? >>We do cloud storage, plain and simple. It is the one thing we do extremely well. It's S3 compatible, and it covers a broad range of use cases, right? Primarily we work with Veeam on backup and recovery, and >>We're gonna get into that. But when we, what there's a lot of people do cloud storage, a lot of people do object store. What makes you wasabi unique >>Simplicity, predictability performance security, right? Predictability. Let's talk about price, right? That's the thing that gets people's attention, right? Oh, sure. Okay. You can look at it. One of two ways. It's either one fit the price of all the hyperscalers, significant difference there, or right. For fundamentally the same price. You get five times more storage, which makes a huge difference, especially in the backup space. When you want to have a lot of backups, right. Folks would prefer to have months of backups as opposed to days or weeks. Right? >>How do you, how do you do that? Because, because there's, you know, maybe >>It sounds like magic, doesn't >>It? Yeah. Yeah. I mean, you know, look at us, we've all been around the block quite a few times and we know that the bits and the bites and the bolts are all basically the same. What are you doing to get that level of? >>I can't tell you >>Secret's secret. It's secret. >>Look, it, it doesn't have to be that expensive. Okay. Now granted, there's some things obviously we do that are proprietary and different from, >>Well, like stealing electricity from your neighbor or something. I mean, what, >>You just run a cord over a >>Absolutely that's one way to cut down on price. But because we are so focused on just the storage, right. And our founders, you know, the gentleman who founded Carbonite, no a thing or two about storage. Sure. Right. We have a very highly optimized stack, very efficient. You know, you guys know what raw to usable story is. Right? You've gone through that TCO analysis before, and we're highly efficient in how we use the raw storage. And we pass that price on to our customers. Right. We believe that a low price cloud storage, right? One tier always hot, always available. It gives our customers the ability to spend their money in other places. Right. >>Well, and, and there's a price umbrella that the public cloud guys have is kind of a gift that they've given you. Hey, look at Amazon's operating profits last quarter. It was 35%. Those are like Oracle operating margins. Not that I, we don't know what your operating margins are, but I I've followed David friend's career for a long, long time. He's got good nose for business. But so Dustin, when you, when you hear drew talk about the ability to retain that much data, what does that mean for Veeam customers? >>So the primary thing for Veeam customers is the ease of use. I would say, you know, the, the performance and things like that are all nice, right? They're, they're important. But primarily what I see is people say how easy it is to use and how easy it is to price. Now, the objective, you know, the alternative is you go to another cloud provider and you say, well, how much will this cost me per month? You really have to underst yes, you really have to understand object storage, how Veeam works, how we're moving data, all the API calls, all of that to really kind of correlate out a guesstimate of what your price would be per month. You know, with LASA it's, it's a flat fee it's per terabyte. You know what it is gonna be? That's it? There's no API charges. There's no egres. So the customers really love that. Ease of use this become one of the most popular endpoints for object storage for our customers. >>Imagine this, right? You go to best buy and you buy a refrigerator and you bring it home and you stock it with all your favorite drinks and snacks. Okay. You on game day, you go and you open the fridge and you hear a sound Bing. And it's your phone and it's your credit card company telling you that you've been charged a door opening fee. Okay. And then you grab a beer out of that fridge, Bing, Bing, and you hear another ring and now you're getting a beer extraction fee. Okay. Now I want to be fair to, you know, all the sponsors here, but okay. With wasabi, you can open that door. You could stand there. You can air condition, the whole house. You can take a beer out and put a beer back or whatever your favorite beverage is. And you're not gonna hear that noise. Okay. Very straightforward. Like in, in geometry class, right? The slope of a line Y equals MX plus B B equals zero. Okay. Well, >>Whoa. Well, you had me at free beer. You didn't, >>You don't, but you understand why? >>Why would you, you don't need to go see >>To open your fridge and take out a beverage, take out a snack. Okay. That's the predictable part of wasabi. That's what's resonating so strongly with folks where everything else is in this world. Unpredictable. >>So ease, simplicity. Maybe the answer to that is, well, there's all this other stuff in the cloud. I can just, it's convenient for me. It's right there. So how do you address that convenience factor? All these other services, you know, that I can get streaming and machine learning and all that other great stuff. How do you address that? >>Sometimes all you need is storage. Okay. That no, it that's yet put, okay. That's beauty of wasabi. We're not trying to be everything to everyone. We're trying to be one thing executed very well for a, a specific set of users and use cases. >>I may be a little objective here, but I, I, you know, I've grown up with you guys, right? You, you, you were one of the first partners that I started working with and, and, you know, I've seen you kind of grow, but one of the things I think that you've done a real good job at is, is like you say, sticking to your, your lanes, you know, just going after use cases that just need data. Right. I don't need to get into the AI or the analytics or all of this. We just do this and do it well. And, and people have resonated with that. Right? Yeah. >>So big topic here of course is ransomware. Yeah. 3, 2 11, 0. What is that? What are the threes? The twos, the ones >>That's you, you gotta explain that one. Okay. >>So forever we had the 3, 2, 1 rule, right? Like three copies of data, two different, two different copies, two different media types. Yeah. One offsite. And then one is, is testing. And then zero now is, is validation. BA basically reuse that data. Make sure that you're testing it because if you're not, if you're following through two one, and you're not actually testing your data, is it really good? You don't know. You're just, you may have bad copies spread out all over the place. So one of the things where wasabi shines is is that they don't have these E risk charges. They don't have these API charges. So you can test that data. You can, after you send a backup up there, restore it somewhere else and validate that it works and then get rid of it. And it's still sitting up there in BAA. >>So you're not trying to balance your activities and your operational requirements with your, with your bill. Correct. You're not getting yelled at, by the, the controller at the end of the month. >>You're unconstrained. Yeah. Right. And I think also imutability comes into play. Correct. As well. >>Talk about >>That. Right. So, you know, we heard this morning in the keynote, right? That backup data sets are, you know, one of the main attack vectors, right. For cyber criminals. And it makes sense, right. They take down your primary systems and they control your backup systems. They've got you. You have no choice, but to pay that ransom. Okay. So mutability, that means that your backups are untouchable, your root user, your admins, the folks at wasabi, the folks at Veeam, nobody can alter that data period. End of story. Okay. That saves you from yourself that saves you from the hackers, right? I mean the most disturbing story I've read about cyber warfare right now is that people are getting bribe offers from these cyber gangs. And they're just, you know, for a couple of Bitcoin handing over the keys to the kingdom with imutability, you're actually safe from that scenario. >>So that's a service, correct? >>No, it's a feature. >>Okay. So can I turn it off? >>Yeah. You don't have to use it. >>No. Can I, after I've, after I've turned it on, can I turn it off? >>Oh, it's up to you. I mean, why don't you talk about >>That? Yeah. Yeah. So it's, it's an API. So if let's say you send some backups up there today and you set it for two weeks and you decide today. Oh, I made a mistake. I wanna turn it off. You can't turn it off. Yeah. >>Okay. So as long as you set that policy, it's, it's a big warning, right? You can't undo this. Correct. Okay. So even if I come, come to jump to the admin with a bunch of Bitcoin yep. He or she can't undo, right? >>Nope. That's right. And you can set it for two weeks, two months, two years. Right. You can use it to secure your backups. Yep. Right. You can also use that same feature in compliance situations. Right. Regulatory environments, where you've gotta retain customer data for, you know, 5, 7, 10 years. Right. By using that imutability feature, you guarantee the integrity of that data for whatever period you set. >>And it's a feature it's not a paid for service. Is that right? >>It is included as part of the service. >>Okay. So I don't >>Free beer and free meat. >>I think I'm correct that some, some competitors you're paying for that service. So if you turn it off, there's a, if you don't stop paying, there's a, there's a theory. They could turn it off on you. They will warn you. >>Sure. But >>That says to me that somebody could be tempted by a few Bitcoin. >>That's not a mutable. Well's >>Notable. I agree. Yeah. Yeah. Yeah. >>Well, and, and there is a charge to use it in other places because it's an API request. Right. It's an action. It's opening the fridge. >>It's like texting. Yes. Maybe a charge. >>Yeah. I remember. I remember those days. Was it 10 cents? A 10 cents a message or something Telegraph. >>Yeah. >>Yeah. >>Yeah. You still get those messages. Right? Text, text fees may apply. I'm like really? Okay. So tell me more about, so you got me. I'm sold. Okay. I've I've David friends got good job. Got cred, got credibility. Okay. But I have some other questions. Like where's my data. You guys running your own data centers. What's your global footprint. How do you deal with data sovereignty? All that stuff. >>So right now, oh boy. Now I'm on the spot. I wanna say 11 locations around the world. It's our gear. We're running it in concert with folks who are helping us host that system. Right. But we have complete control of course, over our systems. We're everywhere. Right? Just open, let's see. Toronto Frankfurt, Paris, London, Sydney just spun up in the last week. We've got Singapore coming online. I think in the next two weeks. Two >>In Japan. >>Yep. Two in Japan, multiple locations in the United States. So in terms of sovereignty, right, as long as folks are keeping it within, you know, their, their physical boundaries, not a problem. And if folks want to use, you know, other locations in other countries, great. We can support that as well. >>So you got momentum as a business. I mean, that's pretty clear. Yeah. Just from the discussions I've had with, with folks like David, and obviously you you're excited about this, where's it coming from? Is it really that, that price factor that's driving people to you? Is it Dustin said simplicity. I mean, where are you seeing the momentum geographies? Where is it? Where's the action. >>I I'll say, you know, from my point of view, it's, it's been a combination of all that, right? It, it's simple. It's easy to use a, like a user can, any user who's not cloud friendly, right. Can log in and create one. It's a simple portal to create a bucket and then start sending stuff off site. But also they've, they've kind of, they reminded me of a younger Veeam, like when they first started, because they went after the channel and they went and started these partner programs and, and MSP programs and things like that that have been really successful as far as one of the key markets is MSPs. Right? Because they, you know, want a cheap place to put this data. They don't wanna have to buy appliances. They don't wanna have to go to AWS and things like that. So this has been really appealing to >>Them. You know, it's interesting. So I have a, we have a partnership with a data company down in New York called enterprise technology research. We write a breaking analysis every week and we use a lot of their data. One of the things that popped up recently, maybe a year ago, OpenStack I'm like OpenStack. So we dug in like where's OpenStack and what it was was MSPs didn't want pay the VTax. Right. So they were rolling their own with, with open source and open stack. It was red hat services, blah, blah, blah. But it sounds like a similar dynamic, especially with the MSPs. >>I, so I think we've, I, I hate to use the, the metaphor, but I will. Right. There's a perfect storm happening, right. Especially in the last, what, two years. All right. The cloud has been gaining traction, but we've been around long enough to see the pendulum swinging. Right. Some folks went crazy for the cloud and then they got their bill and then they went crazy to get back out of the cloud. But now, you know, with distributed workforces, with the, you know, the, the constant attacks on their, their on-prem systems, right. The growth in cloud across the board has been phenomenal. I know you're a market watcher. Right. I know you guys are keeping close eyes. I saw your recent analysis on the cybersecurity firms. Right. It continues to grow. There's no question about it. We're we're on that wave. Right. And I think we've, you know, we're not, we're, we're, I don't know if it's the long board or the short little snappy board. Yes. We actually identify and, and, and went after the opportunity to partner with Veeam very early on, because it's the perfect work case work, work load. >>How long can you sustain that? And still resist the temptation to come out with some new shiny object to distract people? >>I >>Mean, what, what, what does that, what does that look like in terms of, as you look out in this laser focused yeah. Addressable market that you're going after now. >>So, you know, the best part about being here this week is having great conversations and, and talking to folks about what they're seeing in the marketplace and the different verticals. I don't think we've even scratched the surface of any of the verticals that we are working in today. Right. First and foremost, when it comes to backup and recovery, there's so much more opportunity with Veeam, right? Whether it's healthcare, manufacturing, logistics, analytics, backup of IML, you know, analysis, I think it's almost limitless, right. Data's growing what, 40, 80% year, over year, depending on who you ask. Right. Then the other things that we do, which maybe folks don't even know about, we have a burgeoning business in video surveillance, right. We're working with all the top partners in that sector. And the takeup is phenomenal because they are tweaking their technology to maintain a relatively small cash, right. OnPrem or in the central office. And then they're just kind of, you know, tearing that off to the cloud to have essentially a bottomless backup or archive of that footage. And they can do it at 4k. Here's the best part, right. When AK comes out, guess what, you know, that data set doubles in size. >>Right. But that's right in your zone. That's not stepping out that that's not stepping after that's that's classic leveraging. Good >>Answer. In other words. Yeah. Yeah. Thank you. >>I mean, if >>You're, if you're, if you're hitting singles and doubles all day long, right. Do you have to switch to be a power hitter and go for the fences and drop your batting average down, but hope that your slugging percentage goes up. I think you keep hitting singles doubles, you know, in triples, >>A lot of people on Sandhill road or, you know, at the bar at the Rosewood would disagree with you. Wow. And so I, I appreciate the discipline. >>Yeah. And it's true. And, and as we know, the industry is littered with a lot of those names that just didn't didn't make it >>Let's stay positive, you know? >>Okay. No he's saying yeah, no, no. A lot of guys at sand hill road would say, no, you gotta go for it. Yeah. You gotta, you gotta forget these singles. We want, >>Yeah. We need home runs gotta be >>Shiny. Well, I mean, look at Vema as a, as a, as an example right. Of a disciplined approach. Right. Exactly. To, to a space that they have steadily grown. I mean, congratulations. Right. You guys have been identified by IDC, right. Is essentially, you know, co number ones. And I expect that to be the number one in the market. Right. I think, you know, David friend clearly has provided excellent guidance, right. To steer the company that way. And I'm just really happy >>To be about that. Oh. And the Tam is data. Right. And you're, you're just another node on the data universe. Right. Which is, that's what you want. You want, you don't necessarily wanna move it around. Yeah. If you don't have to. >>It is interesting though. I mean, we, we are seeing more and more analysts identifying with Sabi as like the fourth player. Yeah. Which is pretty cool. Right. And I also heard it from some good sources this week that let's say one of the hyperscalers has, you know, started to yeah. Have conversations about us. Let's just >>Leave it. That's good. It means you're bothering people. Yeah. Said, all right, guys, we gotta go. Thanks so much for coming on the queue. Thank you. Great to have you. That was easy. Thank you. Appreciate it. Very welcome. All right. Keep it right there. We'll be back to wrap up day one from VMO in 2022, right back.

>> From our studios in the heart of Silicon Valley. Holloway Alto, California. It is a cube conversation. >> He will come back and ready Geoffrey here with the Cuban Interpol about those details for acute conversation. We've got a really great guess. He's been on many, many times. We're always excited. Have them on to a bunch of different companies a lot of years and really a great perspective. So we're excited. Guy. Church word. The CEO of Da Terra. Back >> in the politest. EEO guy. Great to see you. >> Thank you, Jeff. Appreciate it. >> Absolutely. So I think last time you were here, I was looking it up. Actually, Was November of twenty eighteen. You were >> kind of just getting started on your day. Terror of the adventure. Give us kind of the update. >> Yeah, I was gonna say last time we had Mark in whose CEO when found a cofounder of Data and I was edging in. So I was executive chairman at the time, you know? And obviously I found the technology. I was looking for an organization that had some forward thinking on storage. Andi, we started to get very close with a large strategic and actually We re announced it on the go to market, I think in February with HP, and I thought that myself and Mark kind of sat down, did a pinky swear and said, OK, maybe it's time for me to step in and take the CEO role just to make sure that we had that sort of marriage of innovation and then some of the operations stuff they could bring inside the business. >> So you've been at this for a >> while, but in the industry for a long time. What was it that you saw? Um, that really wanted you to get deeper in with date. Eriks. Obviously, I'm sure you have tons of opportunities coming your way. You know, to kind of move from the board seat into the CEO position. >> Yeah. Yeah, a bad bet. Maybe stupidity or being drunk. It, to be honest, it was. You know, the first thing is, I was looking for this technology that basically spanned forward, and I had this gut hunch that organizations were looking for data freedom. There's why did the Data Analytics job before that? I did security analytics, and, you know, we were looking at that when we were you know, back when we talk to things like I'm seeing Del and so from appear technology standpoint, I wanted to be in that space, but in the last few months, because you know, jobs are all about learning and then adjusting and learning and adjusting and learning. Adjusting on what I saw is a great bunch of guys, good technology. But we were sort of flapping around on DH had an idea that we were an Advanced data services platform. It's to do with multi, you know, multi cloud. And in essence, I've kind of come to this fundamental kind of understanding because I've been on both sides, which is date era is a bunch of cloud people trying to solve storage needs for what the cloud needs. But they have the experience. They walked that mile. You know, when people say you've gotta learn by walking in their shoes, right? Right on DH there, Done that versus where? Bean. In the past, where we were a ray specialists pushing towards the future that we didn't quite understand, you know, and and there is a fundamental philosopher philosophical difference between the two. Andi weirdly, my analogy or my R har moment came with the Tessler piece. And I know that, you know, you've pinned me a few times on Twitter over this, right? I'm not a tesler. Bigger to the extent of, you know, and probably am now, I should have a test a T shirt on, But I always thought it was an electric car and all they've done is electrified a car and there was on DH, You know, I've resisted it for years and bean know exactly an advocate, but I ended up buying one because I just I felt from a technology standpoint, their platform that they were the right thing. And once I started to really understand what they were about, I saw these severe differences. And, you know, we've chatted a little bit about this Onda again. It's part of the analogy of what's happening in the storage industry, but what's happening in the industry in in a global position. But if you compare contrast something like Tesler, too, maybe Volkswagon and it might be a bad example. But you know, Audi there first trance into electric vehicles was the Audi A three, and I could imagine that they were traditional car people pushing their car forward sort is a combustion engine will if I change that and put some salt powertrain in place, which is the equivalent of a you know, a system to basically drive the wheels and then a bunch of batteries Job done or good, right? Right. And I assume the test it was the same. But I had a weird experience, which is, once you get it into autopilot, you can actually set the navigation direction, and then it will indicate it'll it'Ll hint to you went to change lanes. And so, for instance, I'm driving to the office and I'm going along eight eighty and I want to go toe Wanna one? It says, You know you need to pull across. They hit the indicator will change lanes and they'LL do some of the stuff and that's all well and good. But I was up going to a board meeting on two eighty, going off for the Rosewood. You know, Sandra El Santo and I was listening to a book one of these, you know, audiobooks, and I wasn't really paying much attention. I'm in the outside lane, obviously hitting the speed limit gnome or but I wasn't paying attention. And all of a sudden the car basically indicates form A changes lanes, slows down, change lane again and then takes a junction, slows down, comes up to a junction, and you start to realize that actually Tesla's know about electrified vehicles. It's actually about the telemetry and the analytics and then feeding that back into the system. And I always thought Tesler might be collecting how faster cars going when they break. You know the usual thing. Everybody has this conversation. It's always over worked. But if you've sort of look at it and he said no, maybe they collect everything and then maybe what they're doing is they're collecting, hitting the indicator stalk. So when I'm coming out to a junction and I indicate, How long do I stay? Indicating before I break? And then I changed lanes and then I basically slow down and I go into the junction. And then what they do is they take that live information and crowdsource it, pull it back into the system, and then when they're absolutely bulletproof, that junction, then is exactly as a human would normally do this. They then let the car take over So the difference between the two junctions is one they totally understood, the other one there still learning from right when you look at it and you go done. So they're basically an edge telemetry at a micro level organization, you know, And that is a massive difference between what Tesla's doing and a lot of the other car manufacturers are doing. They're catching up, which is really why I believe that they're going to be a head for a long time. >> It's really interesting. I was >> Elektronik wholesale for ten years before come back to school. Can't got in the tech industry. And so really distribution was king from the manufacturer point of view. Always. They just like ship their products for ages, right? These distribution to break bulk thes distribution, educate the customer these distribution just to get this stuff out. But they never knew how people actually operate their products. Whether that be a car, a washing machine. Ah, cassette player, whatever. So what? What What fascinates me about thes connected devices is what, what a fundamentally different set of data. Now manufacturers have people have in how people actually use the product. But even more importantly, that as you said, they could take that data and make adjustments on the fly because since so much of its software now, we talked again before we turned on some of your software upgrades that you've gotten in the Tesla over the last six months, which we're all driven by customers. But they had a platform in place that enabled them to update functionality and to basically repurpose hardware elements for a new function, which is which is, you know, so in sync with Dev ops and kind of this dev up culture in this continuous this continuous upgrade, this continuous innovation with actual data from real people operating the products that they should come to the market. >> Andi, think once you step back. And that was really why was keen to sit down and talk. And it's not specifically around software defined storage, which is the data. A piece in our example is yes, I am the Tessler because we can do all of the analytics and all of the telemetry versus of standard array. If you scratch that away and you say let's have a look at our whole lives are macro lives. Another example was my wife and I. We've got friends of ours always banging on about these sleep by number beds and and so we went past the store wandered in, and the sales rep got us lying on a bed and he was doing there, you know, pumping the bed up to a size. It's just Well, you are sixty five, a US seventy or seventy five, and I kind of got bored of that. And I went here, Okay, I'm that and he goes, Okay, your wife's of fifty and you're a seventy five, Andi said. But let's kind of daft. And he goes, Well, here's and he shows them a map and it shows a thermal image of me lying on the bed. I'm a side sleeper back sleeper, and then what they do is they feed the information so that comes back off their edge, which is now Abed. And then what they do is they then analyzing continuously prove it to try and increase my bed sleeping patterns. So you look at it and you say what they're not doing is just manufacturing of mattress and throwing it out. What they've done is they said, we're going to treat each individual that lies on the mattress differently on, we're going to take feedback and we're going to make that experience even better. So that the same thing, which is this asset telemetry my crisis telemetry happens to be on the edge is identical to what they have, you know. And then I look at it and I go, Why don't I like the array systems? Will, because the majority of stuff is I'm a far system. My brain is inherently looking at the Dr types underneath and saying, As long as that works fine, everything that sits inside that OK, it'LL do its thing right, and that was built around the whole process and premise of an application has a single function. But now applications create data. That data has multiple functions, and as people start to use it in different ways, you need to feed that data on the way in which is processed differently. And so it all has the intelligence houses in home automation. I'm a junkie on anything that has a plug on it, and I've now got to a point where I have light switches or light fittings would have multiple bulbs on every bulb now is actually Khun B has telemetry around it, which I can adjust it dynamically based on the environment. Right? Right. And I wish it got wine. You know, I got the wine. Fridge is that's my biggest beef right now is you gotta wine, fridge. You can have Jules, you know, you have jewels climates, which means that you don't fan to one side of it and they overheat the bottom right. But it'LL break the grapes down. Would it be really cool if the cork actually had some way of figuring out what it needs to be fed? And then each of them could be individual, right? But our entire being, you know, if you think about it's not just technology or technologies driving it, but it's not the IT industry, but our entire lives. And now driven around exactly what you just described, which is manufacturers dropping something out into the wild to the edge and then having enough telemetry to be able to enhance that experience and then provide over the air, you know, enhancements, >> right? And the other thing, I think it's fascinating as it's looking up. We interviewed Derek Curtain >> from the architect council on. That's a group locally that just try work, too, along with municipalities and car manufacturers, tech companies. But >> he made a really interesting >> comment because there's the individual adjustment to you to know that you want to get off it at Page Milan or sandhill on DH. You've got a counter on your point of this is meeting the Rosewood. But >> then the other thing is, when you aggregate >> that now back up. You know, not that you're going to be sharing other people's data, but when he start to get usage patterns from a large population that you can again incorporate best practices into upgrades of the product and used a really good example of this was right after the one pedestrian got killed by the test of the lady with the bike that ran across the front of the street and it it it literally happened a week before. I think the conference so very hot topic at an autonomous vehicle conference and >> what he said, which is really important. You know, if if I get >> in an automobile accident and I'm going to learn something, the person I hits pride gonna learn something. The insurance adjusters going to take some notes and we're going to learn it's a bad intersection. I made a mistake, whatever, but when an autonomous vehicle gets in a Brack when it's connected, all that telemetry goes back up into the system to feed the system, to make improvements for the whole system. So every car learns every time one car has a problem every time one car gets into a sticky situation. So again, kind of this crowd sourced. Learning an optimization opportunity is fundamentally different than I'm just shipping stuff out, and I don't know what's going to happen to it, and maybe a couple pieces come back. So I think people that are not into this into the direct connection are so missing out on those you said this whole different level of data, this whole different level of engagement, a whole different level of product improvement and road map that's not a PR D. It's not an M R G. It's all about Get it out there, you know, get feedback from the usage and make those improvements on this >> guy finish improvements and micro analytics. I mean, even, you know, we talk back when you were adjusting how you deliver content for the Cube, you know, rather than a big blob, You really want to say, Well, I need more value for that. My clients need more value for that. So you've almost done that Mike segmentation by taking the information and then met attacking every single word in every single interview right to enrich the customer's experience, you know, And it kind of Then you Matt back and you say, We've got to the age now where the staff, the execs that we talked to over the other side, the table there, us they're living our lives. They've got the same kids as we've got the same ages we've got. They do the same person's we've got. They understand the same things and they get frustrated when things naturally don't work the way they should. Like I've got a home theater system and I've still got three remote controls. I can't get down. I've got a universal remote control, but it won't work because the components don't think so. What's happened is we've got to a world where everything's kind of interconnected and everything kind of learns and everything gets enriched when something doesn't it now stands out like a sore thumb and goes, That doesn't That is not the right way to do business on DH. Then you look that you say, translate that then into it and then into data centers. And there's these natural big red flag that says That's an old way of doing things. That's the old economy that doesn't enable me to go forward. I need to go forward. I need more agility. You know, I've got to get data freedom and then how do I solve that issue? And then what? Cos they're going to take me there because they're thinking the same ways as we are. This is why Tesler screamingly successful. This is why something like these beds are there. This is why things like Philips Hue systems are good and the list just goes on. And right now we're naturally inclined to work with products that enable us to enrich our lives and actually give feedback and then benefit us over the air. We don't like things that are too static now, and actually, there is this whole philosophy of cloud, which I think from an economic standpoint, is superb, you know? I mean, our product is Tier one enterprise storage in an SD s fashion for public private hybrid clouds. But we're seeing a lot of people doing bring backs. You know, out of the cloud is a whole thread of it right now, but I would actually say maybe it's not because the cloud philosophy is right, but it's the business model of the cloud guise of God. Because a lot of people have looked at cloud as they're setting. Forget, dump my stuff in the cloud. I get good economics. But what we're talking about now is data gets poked and prodded and moved and adjusted constantly. But the movement of the data is such that if you put in, the cloud is going to impinge you based on the business model. So that whole thing is going to mature as well, right? >> You're such a good position to because >> the, you know the growth of date is going. Bananas were just at at Arcee a couple weeks ago. In one of the conversation was about smart smart buildings, another zip zip devices on shades that tie back to the HBC, and if anybody's in the room or not, should be open should be closed. Where's the sun? But >> there was really interesting comment about >> you know, if you look at things from a software to find way you take what was an independent system that ran the elevator and independent system that ran the HBC and independent system that ran the locks? One that ran the fire alarm. But guess what? If the fire alarm goes off, baby, it would be convenient to unlock all the doors and baby. It would convenient automatically throw the elevator control system into fire mode, which is don't move. Maybe, you know so in reconnecting these things in new and imaginative ways, and then you tie it back to the I T side of the house. You know, it's it's it's it's getting a one plus one makes three effect. With all these previously silent systems that now can be, you know, connected. They can be software defined, you know, they can kind of take the operation till I would have never thought of that one hundred years. I thought that just again this fascinating twist of the Linz and how to get more value out of the existing systems by adding some intelligence and adding this back and forth telemetry. >> Yeah, and and and again, part of May is being the CEO of date era. I want advocates the right platform for people to use. But part of this is my visceral obsession of this market is moving through this software defined pattern. So it's going from being hardware resilient to software resilient to allow youto have flexibility across it. But things have to kind of interconnecting work, as you just described on SDF software to find storage as an example comes in different forms. HD is an example of it and clouds an example. I mean, everything is utterly software defined in Amazon. It so is the term gets misused, could be suffered to find you could say data centric data to find or you could say software resilient. But the whole point is what you've just described, which is open it up, allow data freedom, allow access to it and then make sure that your business is agile and whatever you do, Khun, take the feedback in a continuous loop on at lashing. Move forward as opposed to I've just got this sentence forget or lock mentality that allows me just to sort of look down the stack and say, I've got the silo. I'm owning that customer of owning the data and by the way, that's the job. It's going to doe, right? So this is just the whole concept of kind of people opening their eyes on DH. My encouragement on DI we can encourage anybody, whether customers or basically vendors, is to look around your life and figure out what enriches it from a technology standpoint. On odds on it will be something in the arena that we've just described, right? >> Do you think it's It's because I think software defined, maybe in its early days was >> just kind of an alternative thought to somebody doing it to flipping switches. But as you said in the early example, with the car, propulsion wasn't kind of a fundamentally different way to attack the problem. It was just applying a different way to execute action. What we're talking about now is a is a totally higher order of magnitude because now you've got analytics. You actually want to enable action based on the analytics based on the data for your card. Actually take action, not just a guy. Maybe you should you know, give given alert and notice that pops up on your phone. So, you know, >> maybe we need something different because it's not just redoing >> what we did a different way. It's actually elevating the whole interaction on a whole different kind of love. >> And this is this is kind of thank you for that. It was the profound kind of high got wasn't joining data and watching it. It was I got a demo off the cloud. You I the callback piece of what cloud? What data has. And I was watching a dashboard off a live data stream. You know of information that we were getting back from multiple customers and in each of the customers, it would make recommendations of, you know, how many gets on, how many times it would hear cash on DH. So it was actually coming back dynamically and recommending moving workloads across onto or flash systems. You, Khun, do things where once you've got this freedom on application, a data set isn't unknown. It's now basically in a template, and you say this is what priority has. And so you say it's got high priority. So whatever the best legacy you could give me. Give me right, You drop it onto a disk. And at the moment I've got hybrid. That's all I've got, but I decide to addle flash. So I put some all flash into the into the system. Now it becomes part of this fabric and its spots it and goes well on our second. That will disservice me better and then migrates the workload across onto it without you touching it, right? So, in other words, complete lights out so that the whole thing of this is what Mark and the team have done is looked at and said the only way forward is running this massively agile data center based on a swarm of servers that will basically be plugged together into something that would look like a fabric array. But but you can't. Then you've got to assume that you can now handle application life cycles across onto it. It'LL make recommendations like the bed thing. You know what I was saying? I was lying there and what I liked about it. So So I set my thing to fifty nine, and then it realizes I'm not sleeping very well. It's not suggested. Sixty sixty one sixty. Sleeping well, OK, that's it. And then that's good. We'LL do the same thing where an application will actually say, Here's my template. This is what it looks like. The top priority, by the way. I need the most expensive drives you've got, drops it onto it, and then it look at it and go. Actually, we could do just as good a job if there's on hybrid and then migrated across and optimize the workload, right? And so it's not again. Part of it is not. Data is the best STDs, and it is for Tier one for enterprise storage. It's the fact that the entire industry, no matter where you look at it, not just our industry but everybody is providing tech is doing is exactly the same thing, which is, and you kind of look it and you go. It's kind of edge asset micro telemetry, and then that feedback loop and then continuous adjustment allows you to be successful. That's what products are basically getting underpants. >> Just, you know, it's when he's traveling. Just No, we're almost out of time, but I just can't help it but >> say it, you know, because we used to make decisions >> based on samples of old data with samples. And it was old. And now, because of where we are on the technology lifecycle of drives and networks and CPS and GPS, we can now make decisions based on all the data now. And what a fundamentally different, different decision that's going to drive this too. And then to your point, it's like, What do you optimizing for? And you don't necessarily optimize for the same thing all the time that maybe low priority work, load optimized for cost and maybe a super high value workload optimized for speeding late in sea. And that might change >> over time when Anu workload comes in. So it's such a different way to look at the world >> and it is temporal, right? I mean, again, I know you're going kick me off now, but think about it right the old days and writing a car building a car is you thought, well, what's going to need to be in the car in three years time, put it in now, build manufacture, coming out and then with a Tesler i by the current December. Since December, I've now got pinned based authentication I've got century mode. I've got Dash Cam, They've got all free. I've got a pet mode into it now. My car's got more range. It's got high performance. This guy highest top speed, and I haven't even taken the current or it's all over the air And this is all about, continues optimization. They've done around the platform and you just go. That's the way this linked in. Recently, someone posted something said, You know, keep the eyes are dead. Well, the reason there saying that isn't because there's a stupid thing to do Q. B. Ours is because if you're not measuring your business and adjusting on a continuous basis, you're gonna be dead anyway. So our whole economy is moving this way. So you need an infrastructure architecture to support that. But where everybody's the same, we're all thinking the same. And it doesn't matter what industry or, you know, proclivity have this. This adjustment and this speed of adjustment is what you need. And like I said, I'm That's why I wanted to get to date era. That's what I'm excited about it and that is the are hard I had I kinda looked. It went Oh my God, I'm now working with cloud people who understand what they've walked in the shoes And I kind of got this way of sense of can Imagine what it had been like if you were ill on the first time You saw a hundred thousand cars worth of life data spilling in of what power you have right to adjust and to basically help your client base. And you can't do that if you are in fixed things, right? And so that's That's the world moving forward >> just in time for twenty twenty one will all have great insight in a few short months. We'LL all know >> everything Well, guy great Teo Great to >> sit down Love to keep keeping tabs on you on Twitter and social And thanks for stopping by. I >> appreciate it. All >> right. He's guy. I'm Jeff. You're watching the cube within a cube conversation Or Paulo? What? The studio's thanks for watching >> we'LL see you next time