Breaking Analysis: Why Apple Could be the Key to Intel's Future
>> From theCUBE studios in Palo Alto, in Boston bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante >> The latest Arm Neoverse announcement further cements our opinion that it's architecture business model and ecosystem execution are defining a new era of computing and leaving Intel in it's dust. We believe the company and its partners have at least a two year lead on Intel and are currently in a far better position to capitalize on a major waves that are driving the technology industry and its innovation. To compete our view is that Intel needs a new strategy. Now, Pat Gelsinger is bringing that but they also need financial support from the US and the EU governments. Pat Gelsinger was just noted as asking or requesting from the EU government $9 billion, sorry, 8 billion euros in financial support. And very importantly, Intel needs a volume for its new Foundry business. And that is where Apple could be a key. Hello, everyone. And welcome to this week's weekly bond Cube insights powered by ETR. In this breaking analysis will explain why Apple could be the key to saving Intel and America's semiconductor industry leadership. We'll also further explore our scenario of the evolution of computing and what will happen to Intel if it can't catch up. Here's a hint it's not pretty. Let's start by looking at some of the key assumptions that we've made that are informing our scenarios. We've pointed out many times that we believe Arm wafer volumes are approaching 10 times those of x86 wafers. This means that manufacturers of Arm chips have a significant cost advantage over Intel. We've covered that extensively, but we repeat it because when we see news reports and analysis and print it's not a factor that anybody's highlighting. And this is probably the most important issue that Intel faces. And it's why we feel that Apple could be Intel's savior. We'll come back to that. We've projected that the chip shortage will last no less than three years, perhaps even longer. As we reported in a recent breaking analysis. Well, Moore's law is waning. The result of Moore's law, I.e the doubling of processor performance every 18 to 24 months is actually accelerating. We've observed and continue to project a quadrupling of performance every two years, breaking historical norms. Arm is attacking the enterprise and the data center. We see hyperscalers as the tip of their entry spear. AWS's graviton chip is the best example. Amazon and other cloud vendors that have engineering and software capabilities are making Arm-based chips capable of running general purpose applications. This is a huge threat to x86. And if Intel doesn't quickly we believe Arm will gain a 50% share of an enterprise semiconductor spend by 2030. We see the definition of Cloud expanding. Cloud is no longer a remote set of services, in the cloud, rather it's expanding to the edge where the edge could be a data center, a data closet, or a true edge device or system. And Arm is by far in our view in the best position to support the new workloads and computing models that are emerging as a result. Finally geopolitical forces are at play here. We believe the U S government will do, or at least should do everything possible to ensure that Intel and the U S chip industry regain its leadership position in the semiconductor business. If they don't the U S and Intel could fade to irrelevance. Let's look at this last point and make some comments on that. Here's a map of the South China sea in a way off in the Pacific we've superimposed a little pie chart. And we asked ourselves if you had a hundred points of strategic value to allocate, how much would you put in the semiconductor manufacturing bucket and how much would go to design? And our conclusion was 50, 50. Now it used to be because of Intel's dominance with x86 and its volume that the United States was number one in both strategic areas. But today that orange slice of the pie is dominated by TSMC. Thanks to Arm volumes. Now we've reported extensively on this and we don't want to dwell on it for too long but on all accounts cost, technology, volume. TSMC is the clear leader here. China's president Xi has a stated goal of unifying Taiwan by China's Centennial in 2049, will this tiny Island nation which dominates a critical part of the strategic semiconductor pie, go the way of Hong Kong and be subsumed into China. Well, military experts say it was very hard for China to take Taiwan by force, without heavy losses and some serious international repercussions. The US's military presence in the Philippines and Okinawa and Guam combined with support from Japan and South Korea would make it even more difficult. And certainly the Taiwanese people you would think would prefer their independence. But Taiwanese leadership, it ebbs and flows between those hardliners who really want to separate and want independence and those that are more sympathetic to China. Could China for example, use cyber warfare to over time control the narrative in Taiwan. Remember if you control the narrative you can control the meme. If you can crawl the meme you control the idea. If you control the idea, you control the belief system. And if you control the belief system you control the population without firing a shot. So is it possible that over the next 25 years China could weaponize propaganda and social media to reach its objectives with Taiwan? Maybe it's a long shot but if you're a senior strategist in the U S government would you want to leave that to chance? We don't think so. Let's park that for now and double click on one of our key findings. And that is the pace of semiconductor performance gains. As we first reported a few weeks ago. Well, Moore's law is moderating the outlook for cheap dense and efficient processing power has never been better. This slideshows two simple log lines. One is the traditional Moore's law curve. That's the one at the bottom. And the other is the current pace of system performance improvement that we're seeing measured in trillions of operations per second. Now, if you calculate the historical annual rate of processor performance improvement that we saw with x86, the math comes out to around 40% improvement per year. Now that rate is slowing. It's now down to around 30% annually. So we're not quite doubling every 24 months anymore with x86 and that's why people say Moore's law is dead. But if you look at the (indistinct) effects of packaging CPU's, GPU's, NPUs accelerators, DSPs and all the alternative processing power you can find in SOC system on chip and eventually system on package it's growing at more than a hundred percent per annum. And this means that the processing power is now quadrupling every 24 months. That's impressive. And the reason we're here is Arm. Arm has redefined the core process of model for a new era of computing. Arm made an announcement last week which really recycle some old content from last September, but it also put forth new proof points on adoption and performance. Arm laid out three components and its announcement. The first was Neoverse version one which is all about extending vector performance. This is critical for high performance computing HPC which at one point you thought that was a niche but it is the AI platform. AI workloads are not a niche. Second Arm announced the Neoverse and two platform based on the recently introduced Arm V9. We talked about that a lot in one of our earlier Breaking Analysis. This is going to performance boost of around 40%. Now the third was, it was called CMN-700 Arm maybe needs to work on some of its names, but Arm said this is the industry's most advanced mesh interconnect. This is the glue for the V1 and the N2 platforms. The importance is it allows for more efficient use and sharing of memory resources across components of the system package. We talked about this extensively in previous episodes the importance of that capability. Now let's share with you this wheel diagram underscores the completeness of the Arm platform. Arms approach is to enable flexibility across an open ecosystem, allowing for value add at many levels. Arm has built the architecture in design and allows an open ecosystem to provide the value added software. Now, very importantly, Arm has created the standards and specifications by which they can with certainty, certify that the Foundry can make the chips to a high quality standard, and importantly that all the applications are going to run properly. In other words, if you design an application, it will work across the ecosystem and maintain backwards compatibility with previous generations, like Intel has done for years but Arm as we'll see next is positioning not only for existing workloads but also the emerging high growth applications. To (indistinct) here's the Arm total available market as we see it, we think the end market spending value of just the chips going into these areas is $600 billion today. And it's going to grow to 1 trillion by 2030. In other words, we're allocating the value of the end market spend in these sectors to the marked up value of the Silicon as a percentage of the total spend. It's enormous. So the big areas are Hyperscale Clouds which we think is around 20% of this TAM and the HPC and AI workloads, which account for about 35% and the Edge will ultimately be the largest of all probably capturing 45%. And these are rough estimates and they'll ebb and flow and there's obviously some overlap but the bottom line is the market is huge and growing very rapidly. And you see that little red highlighted area that's enterprise IT. Traditional IT and that's the x86 market in context. So it's relatively small. What's happening is we're seeing a number of traditional IT vendors, packaging x86 boxes throwing them over the fence and saying, we're going after the Edge. And what they're doing is saying, okay the edge is this aggregation point for all these end point devices. We think the real opportunity at the Edge is for AI inferencing. That, that is where most of the activity and most of the spending is going to be. And we think Arm is going to dominate that market. And this brings up another challenge for Intel. So we've made the point a zillion times that PC volumes peaked in 2011. And we saw that as problematic for Intel for the cost reasons that we've beat into your head. And lo and behold PC volumes, they actually grew last year thanks to COVID and we'll continue to grow it seems for a year or so. Here's some ETR data that underscores that fact. This chart shows the net score. Remember that's spending momentum it's the breakdown for Dell's laptop business. The green means spending is accelerating and the red is decelerating. And the blue line is net score that spending momentum. And the trend is up and to the right now, as we've said this is great news for Dell and HP and Lenovo and Apple for its laptops, all the laptops sellers but it's not necessarily great news for Intel. Why? I mean, it's okay. But what it does is it shifts Intel's product mix toward lower margin, PC chips and it squeezes Intel's gross margins. So the CFO has to explain that margin contraction to wall street. Imagine that the business that got Intel to its monopoly status is growing faster than the high margin server business. And that's pulling margins down. So as we said, Intel is fighting a war on multiple fronts. It's battling AMD in the core x86 business both PCs and servers. It's watching Arm mop up in mobile. It's trying to figure out how to reinvent itself and change its culture to allow more flexibility into its designs. And it's spinning up a Foundry business to compete with TSMC. So it's got to fund all this while at the same time propping up at stock with buybacks Intel last summer announced that it was accelerating it's $10 billion stock buyback program, $10 billion. Buy stock back, or build a Foundry which do you think is more important for the future of Intel and the us semiconductor industry? So Intel, it's got to protect its past while building his future and placating wall street all at the same time. And here's where it gets even more dicey. Intel's got to protect its high-end x86 business. It is the cash cow and funds their operation. Who's Intel's biggest customer Dell, HP, Facebook, Google Amazon? Well, let's just say Amazon is a big customer. Can we agree on that? And we know AWS is biggest revenue generator is EC2. And EC2 was powered by microprocessors made from Intel and others. We found this slide in the Arm Neoverse deck and it caught our attention. The data comes from a data platform called lifter insights. The charts show, the rapid growth of AWS is graviton chips which are they're custom designed chips based on Arm of course. The blue is that graviton and the black vendor A presumably is Intel and the gray is assumed to be AMD. The eye popper is the 2020 pie chart. The instant deployments, nearly 50% are graviton. So if you're Pat Gelsinger, you better be all over AWS. You don't want to lose this customer and you're going to do everything in your power to keep them. But the trend is not your friend in this account. Now the story gets even gnarlier and here's the killer chart. It shows the ISV ecosystem platforms that run on graviton too, because AWS has such good engineering and controls its own stack. It can build Arm-based chips that run software designed to run on general purpose x86 systems. Yes, it's true. The ISV, they got to do some work, but large ISV they have a huge incentives because they want to ride the AWS wave. Certainly the user doesn't know or care but AWS cares because it's driving costs and energy consumption down and performance up. Lower cost, higher performance. Sounds like something Amazon wants to consistently deliver, right? And the ISV portfolio that runs on our base graviton and it's just going to continue to grow. And by the way, it's not just Amazon. It's Alibaba, it's Oracle, it's Marvell. It's 10 cents. The list keeps growing Arm, trotted out a number of names. And I would expect over time it's going to be Facebook and Google and Microsoft. If they're not, are you there? Now the last piece of the Arm architecture story that we want to share is the progress that they're making and compare that to x86. This chart shows how Arm is innovating and let's start with the first line under platform capabilities. Number of cores supported per die or, or system. Now die is what ends up as a chip on a small piece of Silicon. Think of the die as circuit diagram of the chip if you will, and these circuits they're fabricated on wafers using photo lithography. The wafers then cut up into many pieces each one, having a chip. Each of these pieces is the chip. And two chips make up a system. The key here is that Arm is quadrupling the number of cores instead of increasing thread counts. It's giving you cores. Cores are better than threads because threads are shared and cores are independent and much easier to virtualize. This is particularly important in situations where you want to be as efficient as possible sharing massive resources like the Cloud. Now, as you can see in the right hand side of the chart under the orange Arm is dramatically increasing the amount of capabilities compared to previous generations. And one of the other highlights to us is that last line that CCIX and CXL support again Arm maybe needs to name these better. These refer to Arms and memory sharing capabilities within and between processors. This allows CPU's GPU's NPS, et cetera to share resources very often efficiently especially compared to the way x86 works where everything is currently controlled by the x86 processor. CCIX and CXL support on the other hand will allow designers to program the system and share memory wherever they want within the system directly and not have to go through the overhead of a central processor, which owns the memory. So for example, if there's a CPU, GPU, NPU the CPU can say to the GPU, give me your results at a specified location and signal me when you're done. So when the GPU is finished calculating and sending the results, the GPU just signals the operation is complete. Versus having to ping the CPU constantly, which is overhead intensive. Now composability in that chart means the system it's a fixed. Rather you can programmatically change the characteristics of the system on the fly. For example, if the NPU is idle you can allocate more resources to other parts of the system. Now, Intel is doing this too in the future but we think Arm is way ahead. At least by two years this is also huge for Nvidia, which today relies on x86. A major problem for Nvidia has been coherent memory management because the utilization of its GPU is appallingly low and it can't be easily optimized. Last week, Nvidia announced it's intent to provide an AI capability for the data center without x86 I.e using Arm-based processors. So Nvidia another big Intel customer is also moving to Arm. And if it's successful acquiring Arm which is still a long shot this trend is only going to accelerate. But the bottom line is if Intel can't move fast enough to stem the momentum of Arm we believe Arm will capture 50% of the enterprise semiconductor spending by 2030. So how does Intel continue to lead? Well, it's not going to be easy. Remember we said, Intel, can't go it alone. And we posited that the company would have to initiate a joint venture structure. We propose a triumvirate of Intel, IBM with its power of 10 and memory aggregation and memory architecture And Samsung with its volume manufacturing expertise on the premise that it coveted in on US soil presence. Now upon further review we're not sure the Samsung is willing to give up and contribute its IP to this venture. It's put a lot of money and a lot of emphasis on infrastructure in South Korea. And furthermore, we're not convinced that Arvind Krishna who we believe ultimately made the call to Jettisons. Jettison IBM's micro electronics business wants to put his efforts back into manufacturing semi-conductors. So we have this conundrum. Intel is fighting AMD, which is already at seven nanometer. Intel has a fall behind in process manufacturing which is strategically important to the United States it's military and the nation's competitiveness. Intel's behind the curve on cost and architecture and is losing key customers in the most important market segments. And it's way behind on volume. The critical piece of the pie that nobody ever talks about. Intel must become more price and performance competitive with x86 and bring in new composable designs that maintain x86 competitive. And give the ability to allow customers and designers to add and customize GPU's, NPUs, accelerators et cetera. All while launching a successful Foundry business. So we think there's another possibility to this thought exercise. Apple is currently reliant on TSMC and is pushing them hard toward five nanometer, in fact sucking up a lot of that volume and TSMC is maybe not servicing some other customers as well as it's servicing Apple because it's a bit destructive, it is distracted and you have this chip shortage. So Apple because of its size gets the lion's share of the attention but Apple needs a trusted onshore supplier. Sure TSMC is adding manufacturing capacity in the US and Arizona. But back to our precarious scenario in the South China sea. Will the U S government and Apple sit back and hope for the best or will they hope for the best and plan for the worst? Let's face it. If China gains control of TSMC, it could block access to the latest and greatest process technology. Apple just announced that it's investing billions of dollars in semiconductor technology across the US. The US government is pressuring big tech. What about an Apple Intel joint venture? Apple brings the volume, it's Cloud, it's Cloud, sorry. It's money it's design leadership, all that to the table. And they could partner with Intel. It gives Intel the Foundry business and a guaranteed volume stream. And maybe the U S government gives Apple a little bit of breathing room and the whole big up big breakup, big tech narrative. And even though it's not necessarily specifically targeting Apple but maybe the US government needs to think twice before it attacks big tech and thinks about the long-term strategic ramifications. Wouldn't that be ironic? Apple dumps Intel in favor of Arm for the M1 and then incubates, and essentially saves Intel with a pipeline of Foundry business. Now back to IBM in this scenario, we've put a question mark on the slide because maybe IBM just gets in the way and why not? A nice clean partnership between Intel and Apple? Who knows? Maybe Gelsinger can even negotiate this without giving up any equity to Apple, but Apple could be a key ingredient to a cocktail of a new strategy under Pat Gelsinger leadership. Gobs of cash from the US and EU governments and volume from Apple. Wow, still a long shot, but one worth pursuing because as we've written, Intel is too strategic to fail. Okay, well, what do you think? You can DM me @dvellante or email me at david.vellante@siliconangle.com or comment on my LinkedIn post. Remember, these episodes are all available as podcasts so please subscribe wherever you listen. I publish weekly on wikibon.com and siliconangle.com. And don't forget to check out etr.plus for all the survey analysis. And I want to thank my colleague, David Floyer for his collaboration on this and other related episodes. This is Dave Vellante for theCUBE insights powered by ETR. Thanks for watching, be well, and we'll see you next time. (upbeat music)
SUMMARY :
This is Breaking Analysis and most of the spending is going to be.
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John F Thompson V1 FOR REVIEW
>> Narrator: From around the globe. It's theCUBE covering space in cybersecurity symposium 2020 hosted by Cal Poly. >> Hello, everyone. Welcome to the space and cybersecurity symposium, 2020 hosted by Cal Poly where the intersection of space and security are coming together. I'm John Furrier, your host with theCUBE here in California. I want to welcome our featured guest, Lieutenant General, John F. Thompson with the United States Space Force approach to cybersecurity. That's the topic of this session. And of course he's the commander of the space and missile system center in Los Angeles Air Force Base. Also heading up Space Force. General, thank you for coming on. I really appreciate to you kicking this off. Welcome to the symposium. >> Hey, so thank you very much, John, for that very kind introduction. Also very much thank you to Cal Poly for this opportunity to speak to this audience today. Also a special shout out to one of the organizers, Dustin Debrun, for all of his work, helping get us to this point. Ladies and gentlemen as a John mentioned, I'm JT Thompson. I lead the 6,000 men and women of the United States Space Force's Space and Missile System Center, which is headquartered here at Los Angeles Air Force Base and El Segundo. If you're not quite sure where that's at, it's about a mile and a half from LAX. This is our main operating location, but we do have a number of other operating locations around the country. We're about 500 people at Kirtland Air Force Base in Albuquerque, New Mexico, and an about another 500 people on the front range of the Rockies between Colorado Springs and Denver plus a smattering of other much smaller operating locations nationwide. We're responsible for acquiring, developing and sustaining the United States Space Force's, critical space assets. That includes the satellites in the space layer and also on the ground layer our ground segments to operate those satellites. And we also are in charge of procuring launch services for the US Space Force and a number of our critical mission partners across the Department of Defense and the intelligence community. Just as a couple of examples of some of the things we do, if you're unfamiliar with our work we developed and currently sustain the 31 satellite GPS constellation that satellite constellation, while originally intended to help with global navigation, those GPS signals have provided trillions of dollars in unanticipated value to the global economy over the past three decades. GPS is everywhere. I think everybody realizes that. Agriculture, banking, the stock market, the airline industry, separate and distinct navigation systems. It's really pervasive across both capabilities for our Department of Defense and capabilities for our economy and individuals, billions of individuals across our country and the planet. Some of the other work we do for instance, in the communications sector, secure communications satellites that we designed and build that link America's sons and daughters serving in the military around the world and really enable real time support and comms for our deployed forces. And those of our allies. We also acquire infrared missile warning satellites that monitor the planet for missile launches that provide advanced warning to the US Homeland and to our allies in case some of those missile launches are nefarious. On a note, that's probably a lot closer to home, maybe a lot closer to home than many of us want to think about here in the state of California. In 2018, SMC jumped through a bunch of red tape and bureaucracy to partner with the US Forest Service during two of the largest wildfires in the state's history, the Camp and Woolsey fires in Northern California. As those fires spread out of control, we created processes on the fly to share data from our missile warning satellites. Those are satellites that are systems that are purpose built to see heat sources from thousands of miles above the planet. And we collaborated with the US Forest Service so that firefighters on the ground could track those fires more in real time and better forecast fires and where they were spreading, thereby saving lives and property by identifying hotspots and flareups for firefighters. That data that we were able to working with our contractors pass to the US Forest Service and authorities here in California, was passed in less than an hour as it was collected to get it into the hands of the emergency responders, the first responders as quickly as possible and doing that in an hour greatly surpassed what was available from some of the other assets in the airborne and ground-based fire spotters. It was really instrumental in fighting those fires and stopping their spread. We've continued that involvement in recent years, using multiple systems to support firefighters across the Western US this fall, as they battled numerous wildfires that unfortunately continue. Working together with the US Forest Service and with other partners we'd like to think that we've made a difference here, but there's still a lot more work to go. And I think that we should always be asking ourselves what else can space data be used for and how can we more rapidly get that space data to stakeholders so that they can use it for purposes of good, if you will. How else can we protect our nation? How else can we protect our friends and allies? I think a major component of the discussion that we will have throughout this conference is that the space landscape has changed rapidly and continues to change rapidly. Just over the past few years, John and I were talking before we went live here and 80 nations now have space programs. Nearly 80 space faring nations on the planet. If you just look at one mission area that the Department of Defense is interested in, and that's small launch, there are currently over 100 different small launch companies within the US industrial base vying for commercial DoD and civil payload capabilities, mostly to lower earth orbit. It's truly a remarkable time. If you factor in those things like artificial intelligence and machine learning, where we're revolutionizing really, the ways that we generate process and use data. It's really remarkable. In 2016, so if you think about this four years ago, NASA estimated that there were 28 terabytes of information transiting their space network each day. And that was four years ago. Obviously we've got a lot of desire to work with a lot of the people in the audience in this conference, we need to work with big thinkers, like many of you to answer questions on how best we apply data analytics to extract value and meaning from that data. We need new generations of thinkers to help apply cutting edge theories of data mining, cyber behaviorism, and Internet of Things 2.0, it's just truly a remarkable time to be in the space business and the cyber aspects of the space business are truly, truly daunting and important to all of us. Integrating cyber security into our space systems, both commercial and government is a mandate. it's no longer just a nice to have as the US Space Force and Department of the Air Force leadership has said many times over the past couple of years, space is becoming congested and contested. And that contested aspect means that we've got to focus on cyber security in the same way that the banking industry and cyber commerce focus on cybersecurity day in and day out. The value of the data and services provided is really directly tied to the integrity and availability of that data and services from the space layer, from the ground control segments associated with it. And this value is not just military, it's also economic and it's not just American, it's also a value for the entire world, particularly our allies, as we all depend upon space and space systems. Your neighbors and friends here in California that are employed at the space and missile system center work with network defenders. We work with our commercial contractors and our systems developers, our international allies and partners to try and build as secure and resilient systems as we can from the ground up that keep the global comments of space free and open for exploration and for commerce as John and I were talking earlier, before we came online, there's an aspect of cybersecurity for space systems, especially for some of our legacy systems, that's more, how do we bolt this on? Cause we fielded those space systems a number of years ago, and the challenges of cybersecurity in the space domain have grown. So we have a part that we have to worry about, bolting it on, but then we have to worry about building it in as we field new systems and build in a flexibility that realizes that the cyber threat or the cybersecurity landscape will evolve over time. It's not just going to be stagnant. There will always be new vulnerabilities and new threat vectors that we all have to look at. Look, as Secretary Barrett, who is our secretary of the air force likes to say most Americans use space before they have their first cup of coffee in the morning. The American way of life really depends on space. And as part of the United States Space Force, we work with defense leaders, our Congress joint, and international military teammates and industry to ensure American leadership in space. I really thank you for this opportunity to address the audience today, John, and thanks so much to Cal Poly for letting me be one of the speakers at this event. I've really looked forward to this for several months. And so with that, I look forward to your questions as we kind of move along here. >> General, thank you very much for those awesome introductory statement. For the folks watching on the stream, Brigadier General Carthan's going to be in the chat, answering any questions, feel free to chat away. He's the vice commander of Space and Missile System Center, he'll be available. A couple of comments from your keynote before I get to my questions. Cause it just jumped into my head. You mentioned the benefits of say space with the fires in California. We're living that here. That's really realtime. That's a benefit. You also mentioned the ability for more people launching payloads into space. I'm only imagined Moore's law smaller, faster, cheaper applies to rockets too. So I'm imagining you have the benefits of space and you have now more potential objects flying out sanctioned and maybe unsanctioned. So is it going to be more rules around that? This is an interesting question cause it's exciting Space Force, but for all the good there is potentially bad out there. >> Yeah. So John, I think the basics of your question is as space becomes more congested and contested, is there a need for more international norms of how satellites fly in space? What kind of basic features satellites have to perhaps de orbit themselves? What kind of basic protections should all satellites be afforded as part of a peaceful global commons of space? I think those are all fantastic questions. And I know that US and many allied policy makers are looking very, very hard at those kinds of questions in terms of what are the norms of behavior and how we field, and field as the military term. But how we populate using civil or commercial terms that space layer at different altitudes, lower earth orbit, mid earth orbit, geosynchronous earth orbit, different kinds of orbits, what the kind of mission areas we accomplished from space. That's all things that need to be definitely taken into account as the place gets a little bit, not a little bit as the place gets increasingly more popular day in and day out. >> I'm super excited for Space Force. I know that a new generation of young folks are really interested in it's an emerging, changing great space. The focus here at this conference is space and cybersecurity, the intersection. I'd like to get your thoughts on the approach that a space force is taking to cybersecurity and how it impacts our national goals here in the United States. >> Yeah. So that's a great question John, let me talk about it in two basic ways. At number one is an and I know some people in the audience, this might make them a little bit uncomfortable, but I have to talk about the threat. And then relative to that threat, I really have to talk about the importance of cyber and specifically cyber security, as it relates to that threat. The threats that we face really represented a new era of warfare and that new era of warfare involves both space and cyber. We've seen a lot of action in recent months from certain countries, notably China and Russia that have threatened what I referred to earlier as the peaceful global commons of space. For example, it threw many unclassified sources and media sources. Everybody should understand that the Russians have been testing on orbit anti-satellite capabilities. It's been very clear if you were following just the week before last, the Department of Defense released its 2020 military and security developments involving the People's Republic of China. And it was very clear that China is developing ASATs, electronic jammers, directed energy weapons, and most relevant to today's discussion, offensive cyber capabilities. There are kinetic threats that are very, very easy to see, but a cyber attack against a critical command and control site or against a particular spacecraft could be just as devastating to the system and our war fighters in the case of GPS and important to note that that GPS system also impacts many civilians who are dependent on those systems from a first response perspective and emergency services, a cyber attack against a ground control site could cause operators to lose control of a spacecraft or an attacker could feed spoofed data to assist them to mislead operators so that they sent emergency services personnel to the wrong address. Attacks on spacecraft on orbit, whether directly via a network intrusion or enabled through malware introduced during the system's production while we're building the satellite can cripple or corrupt the data. Denial-of-service type attacks on our global networks obviously would disrupt our data flow and interfere with ongoing operations and satellite control. If GPS went down, I hesitate to say it this way, cause we might elicit some screams from the audience. But if GPS went down a Starbucks, wouldn't be able to handle your mobile order, Uber drivers wouldn't be able to find you. And Domino's certainly wouldn't be able to get there in 30 minutes or less. So with a little bit of tongue in cheek there from a military operations perspective, it's dead serious. We have become accustomed in the commercial world to threats like ransomware and malware. And those things have unfortunately become commonplace in commercial terrestrial networks and computer systems. However, what we're seeing is that our adversaries with the increased competition in space these same techniques are being retooled, if you will, to use against our national security space systems day in and day out. As I said, during my opening remarks on the importance of cyber, the value of these systems is directly tied to their integrity. If commanders in the field, firefighters in California or baristas in Starbucks, can't trust the data they're receiving, then that really harms their decision making capabilities. One of the big trends we've recently seen is the move towards proliferated LEO constellations, obviously Space X's Starlink on the commercial side and on the military side, the work that DARPA and my organization SMC are doing on Blackjack and Casino, as well as some space transport layer constellation work that the space development agency is designing are all really, really important types of mesh network systems that will revolutionaries how we plan and field war fighting systems and commercial communications and internet providing systems. But they're also heavily reliant on cybersecurity. We've got to make sure that they are secured to avoid an accident or international damage. Loss of control of these constellations really could be catastrophic from both a mission perspective or from a satellites tumbling out of low earth orbit perspective. Another trend is introductions in artificial intelligence and machine learning, onboard spacecraft are at the edge. Our satellites are really not so much hardware systems with a little software anymore in the commercial sector and in the defense sector, they're basically flying boxes full of software. And we need to ensure that data that we're getting out of those flying boxes full of software are helping us base our decisions on accurate data and algorithms, governing the right actions and that those systems are impervious to the extent possible to nefarious modifications. So in summation, cybersecurity is a vital element of everything in our national security space goals. And I would argue for our national goals, writ large, including economic and information dimensions, the Space Force leadership at all levels from some of the brand new second lieutenants that general Raymond swore in to the space force this morning, ceremonially from the air force associations, airspace and cyberspace conference to the various highest levels, General Raymond, General DT Thompson, myself, and a number of other senior leaders in this enterprise. We've got to make sure that we're all working together to keep cyber security at the forefront of our space systems cause they absolutely depend on it. >> You mentioned hardware, software threats, opportunities, challenges. I want to ask you because you got me thinking of the minute they're around infrastructure. We've heard critical infrastructure, grids here on earth. You're talking about critical infrastructure, a redefinition of what critical infrastructure is, an extension of what we have. So I'd love to get your thoughts about Space Force's view of that critical infrastructure vis-a-vis the threat vectors, because the term threat vectors has been kicked around in the cyberspace. Oh you have threat vectors. They're always increasing the surface area. If the surface area is from space, it's an unlimited service area. So you got different vectors. So you've got new critical infrastructure developing real time, really fast. And you got an expanded threat vector landscape. Putting that in perspective for the folks that aren't really inside the ropes on these critical issues. How would you explain this and how would you talk about those two things? >> So I tell you, just like, I'm sure people in the security side or the cybersecurity side of the business in the banking industry feel, they feel like it's all possible threat vectors represent a dramatic and protect potentially existential threat to all of the dollars that they have in the banking system, to the financial sector. On the Department of Defense side, we've got to have sort of the same mindset. That threat vector from, to, and through space against critical space systems, ground segments, the launch enterprise, or transportation to orbit and the various different domains within space itself. Like I mentioned before, LEO, MEO and GEO based satellites with different orbits, all of the different mission areas that are accomplished from space that I mentioned earlier, some that I did mention like a weather tactical or wide band communications, various new features of space control. All of those are things that we have to worry about from a cyber security threat perspective. And it's a daunting challenge right now. >> Yeah, that's awesome. And one of the things we've been falling on the hardware side on the ground is the supply chain. We've seen, malware being, really put in a really obscure hardware. Who manufactures it? Is it being outsourced? Obviously government has restrictions, but with the private sector, you mentioned China and the US kind of working together across these peaceful areas. But you got to look at the supply chain. How does the supply chain in the security aspect impact the mission of the US space Force? >> Yeah. Yeah. So how about another, just in terms of an example, another kind of California based historical example. The very first US Satellite, Explorer 1, was built by the jet propulsion laboratory folks, not far from here in El Segundo, up in Pasadena, that satellite, when it was first built in the late 50s weighing a little bit, over 30 pounds. And I'm sure that each and every part was custom made and definitely made by US companies. Fast forward to today. The global supply chain is so tightly coupled, and frankly many industries are so specialized, almost specialized regionally around the planet. We focus every day to guarantee the integrity of every component that we put in our space systems is absolutely critical to the operations of those satellites and we're dependent upon them, but it becomes more difficult and more difficult to understand the heritage, if you will, of some of the parts that are used, the thousands of parts that are used in some of our satellites that are literally school bus sized. The space industry, especially national security space sector is relatively small compared to other commercial industries. And we're moving towards using more and more parts from non US companies. Cybersecurity and cyber awareness have to be baked in from the beginning if we're going to be using parts that maybe we don't necessarily understand 100% like an Explorer one, the lineage of that particular part. The environmental difficulties in space are well known. The radiation environment, the temperature extremes, the vacuum, those require specialized component. And the US military is not the only customer in that space. In fact, we're definitely not the dominant customer in space anymore. All those factors require us along with our other government partners and many different commercial space organizations to keep a very close eye on our supply chains, from a quality perspective, a security perspective and availability. There's open source reporting on supply training intrusions from many different breaches of commercial retailers to the infectious spread of compromised patches, if you will. And our adversaries are aware of these techniques. As I mentioned earlier, with other forms of attack, considering our supply chains and development networks really becomes fair game for our adversaries. So we have to take that threat seriously. Between the government and industry sectors here in the US. We're also working with our industry partners to enact stronger defenses and assess our own vulnerabilities. Last fall, we completed an extensive review of all of our major contracts here at Space and Missile System Center to determine the levels of cyber security requirements we've implemented across our portfolio. And it sounds really kind of businessy geeky, if you will. Hey, we looked at our contracts to make sure that we had the right clauses in our contracts to address cybersecurity as dynamically as we possibly could. And so we found ourselves having to add new language to our contracts, to require system developers, to implement some more advanced protective measures in this evolving cyber security environment. So that data handling and supply chain protections from contract inception to launch and operations were taken into account. Cyber security really is a key performance parameter for us now. Performance of the system, It's as important as cost, it's as important as schedule, because if we deliver the perfect system on time and on cost, it can perform that missile warning or that communications mission perfectly, but it's not cyber secure. If it's doesn't have cyber protections built into it, or the ability to implement mitigations against cyber threats, then we've essentially fielded a shoe box in space that doesn't do the CA the war fighter or the nation any good. Supply chain risk management is a major challenge for us. We're doing a lot to coordinate with our industry partners. We're all facing it head on to try and build secure and trusted components that keep our confidence as leaders, firefighters, and baristas as the case may be. But it is a challenge. And we're trying to rise to that challenge. >> This is so exciting this new area, because it really touches everything. Talk about geeking out on the tech, the hardware, the systems but also you put your kind of MBA hat on you go, what's the ROI of extra development and how things get built. Because the always the exciting thing for space geeks is like, if you're building cool stuff, it's exciting, but you still have to build. And cybersecurity has proven that security has to be baked in from the beginning and be thought as a system architecture. So you're still building things, which means you got to acquire things, you got to acquire parts, you got acquire build software and sustain it. How is security impacting the acquisition and the sustainment of these systems for space? >> Yeah. From initial development, through planning for the acquisition, design, development, our production fielding and sustainment, it impacts all aspects of the life cycle, John. We simply, especially from the concept of baking in cybersecurity, we can't wait until something is built and then try and figure out how to make it cyber secure. So we've moved way further towards working side by side with our system developers to strengthen cybersecurity from the very beginning of a systems development, cyber security, and the resilience associated with it really have to be treated as a key system attribute. As I mentioned earlier, equivalent with data rates or other metrics of performance. We like to talk in the space world about mission assurance and mission assurance has always sort of taken us as we technically geek out. Mission assurance has always taken us to the will this system work in space. Can it work in a vacuum? Can it work in as it transfers through the Van Allen radiation belt or through the Southern hemisphere's electromagnetic anomaly? Will it work out in space? And now from a resiliency perspective, yeah, it has to work in space. It's got to be functional in space, but it's also got to be resistant to these cybersecurity threats. It's not just, I think a General D.T Thompson quoted this term. It's not just widget assurance anymore. It's mission assurance. How does that satellite operator that ground control segment operate while under attack? So let me break your question a little bit, just for purposes of discussion into really two parts, cybersecurity, for systems that are new and cybersecurity for systems that are in sustainment are kind of old and legacy. Obviously there's cyber vulnerabilities that threatened both, and we really have to employ different strategies for defensive of each one. For new systems. We're desperately trying to implement across the Department of Defense and particularly in the space world, a kind of a dev sec ops methodology and practice to delivering software faster and with greater security for our space systems. Here at SMC, we have a program called enterprise ground services, which is a toolkit, basically a collection of tools for common command and control of different satellite systems, EGS as we call it has an integrated suite for defensive cyber capabilities. Network operators can use these tools to gain unprecedented insight to data flows and to monitor space network traffic for anomalies or other potential indicators of a bad behavior, malicious behavior, if you will, it's rudimentary at this point, but because we're using DevSecOps and that incremental development approach, as we scale it, it just becomes more and more capable. Every product increment that we feel. Here at LA Air Force Base, we have the United Space Force's West Coast Software Factory, which we've dubbed the Kobayashi Maru. They're using those agile DevOps software development practices to deliver a space awareness software to the combined space operations center. Affectionately called the CSpock that CSpock is just on the road from Cal Poly there in San Luis Obispo at Vandenberg Air Force Base. They've so securely linked the sea Spock with other space operation centers around the planet, our allies, Australia, Canada, and the UK. We're partnering with all of them to enable secure and enhanced combined space operations. So lots of new stuff going on as we bake in new development capabilities for our space systems. But as I mentioned earlier, we've got large constellations of satellites on orbit right now. Some of them are well in excess of a decade or more or old on orbit. And so the design aspects of those satellites are several decades old. But we still have to worry about them cause they're critical to our space capabilities. We've been working with an air force material command organization called CROWS, which stands for the Cyber Resiliency Office for Weapon Systems to assess all of those legacy platforms from a cyber security perspective and develop defensive strategies and potential hardware and software upgrades to those systems to better enable them to live through this increasingly cybersecurity concerned era that we currently live in. Our industry partners have been critical to both of those different avenues. Both new systems and legacy systems. We're working closely with them to defend and upgrade national assets and develop the capabilities to do similar with new national assets coming online. The vulnerabilities of our space systems really kind of threatened the way we've done business in the past, both militarily and in the case of GPS economically. The impacts of that cybersecurity risk are clear in our acquisition and sustainment processes, but I've got to tell you, as the threat vectors change, as the vulnerabilities change, we've got to be nimble enough, agile enough, to be able to bounce back and forth. We can't just say, many people in the audience are probably familiar with the RMF or the Risk Management Framework approach to reviewing the cyber security of a system. We can't have program managers and engineers just accomplish an RMF on a system. And then, hey, high five, we're all good. It's a journey, not a destination, that's cybersecurity. And it's a constant battle rhythm through our weapon systems lifecycle, not just a single event. >> I want to get to this commercial business needs and your needs on the next question. But before I go there, you mentioned agile. And I see that clearly because when you have accelerated innovation cycles, you've got to be faster. And we saw this in the computer industry, mainframes, mini computers, and then we started getting beyond maybe when the internet hit and PCs came out, you saw the big enterprises, the banks and government start to work with startups. And it used to be a joke in the entrepreneurial circles is that, there's no way if you are a startup you're ever going to get a contract with a big business enterprise. Now that used to be for public sector and certainly for you guys. So as you see startups out there and there's acquisition involved, I'm sure would love to have a contract with Space Force. There's an ROI calculation where if it's in space and you have a sustainment view and it's software, you might have a new kind of business model that could be attractive to startups. Could you share your thoughts on the folks who want to be a supplier to you, whether they're a startup or an existing business that wants to be agile, but they might not be that big company. >> John, that's a fantastic question. We're desperately trying to reach out to those new space advocates, to those startups, to those what we sometimes refer to, within the Department of Defense, those non traditional defense contractors. A couple of things just for thinking purposes on some of the things that we're trying to highlight. Three years ago, we created here at Space and Missile System Center, the Space Enterprise Consortium to provide a platform, a contractual vehicle, really to enable us to rapidly prototype, development of space systems and to collaborate between the US Space Force, traditional defense contractors, non traditional vendors like startups, and even some academic institutions. SPEC, as we call it, Space Enterprise Consortium uses a specialized contracting tool to get contracts awarded quickly. Many in the audience may be familiar with other transaction agreements. And that's what SPEC is based on. And so far in just three years, SPEC has awarded 75 different prototyping contracts worth over $800 million with a 36% reduction in time to award. And because it's a consortium based competition for these kinds of prototyping efforts, the barrier to entry for small and nontraditional, for startups, even for academic institutions to be able to compete for these kinds of prototyping has really lowered. These types of partnerships that we've been working through on spec have really helped us work with smaller companies who might not have the background or expertise in dealing with the government or in working with cyber security for their systems, both our developmental systems and the systems that they're designing and trying to build. We want to provide ways for companies large and small to partner together in support kind of mutually beneficial relationships between all. Recently at the Annual Air Force Association conference that I mentioned earlier, I moderated a panel with several space industry leaders, all from big traditional defense contractors, by the way. And they all stressed the importance of building bridges and partnerships between major contractors in the defense industry and new entrance. And that helps us capture the benefits of speed and agility that come with small companies and startups, as well as the expertise and specialized skill sets of some of those larger contractors that we rely on day in and day out. Advanced cyber security protections and utilization of secure facilities are just a couple of things that I think we could be prioritizing more so in those collaborations. As I mentioned earlier, the SPEC has been very successful in awarding a number of different prototyping contracts and large dollar values. And it's just going to get better. There's over 400 members of the space enterprise consortium, 80% of them are non traditional kinds of vendors. And we just love working with them. Another thing that many people in the audience may be familiar with in terms of our outreach to innovators, if you will, and innovators that include cyber security experts is our space pitch day events. So we held our first event last November in San Francisco, where we awarded over a two day period about $46 million to 30 different companies that had potentially game changing ideas. These were phase two small business innovative research efforts that we awarded with cash on the spot. We're planning on holding our second space pitch day in the spring of 2021. We're planning on doing it right here in Los Angeles, COVID-19 environment permitting. And we think that these are fantastic venues for identifying and working with high-speed startups, and small businesses who are interested in really, truly partnering with the US Air Force. It's, as I said before, it's a really exciting time to be a part of this business. And working with the innovation economy is something that the Department of Defense really needs to do in that the innovation that we used to think was ours. That 80% of the industrial base innovation that came from the Department of Defense, the script has been flipped there. And so now more than 70%, particularly in space innovation comes from the commercial sector, not from the defense business itself. And so that's a tsunami of investment and a tsunami of a capability. And I need to figure out how to get my surfboard out and ride it, you know what I mean? >> Yeah, It's one of those things where the script has been flipped, but it's exciting because it's impacting everything. When you're talking about systems architecture? You're talking about software, you're talking about a business model. You're talking about dev sec opsx from a technical perspective, but now you have a business model innovation. All the theaters are exploding in innovation, technical, business, personnel. This brings up the workforce challenge. You've got the cyber needs for the US Space Force, It's probably great ROI model for new kinds of software development that could be priced into contracts. That's a entrepreneurial innovation, you've got the business model theater, you've got the personnel. How does the industry adopt and change? You guys are clearly driving this. How does the industry adjust to you? >> Yeah. So I think a great way to answer that question is to just talk about the kind of people that we're trying to prioritize in the US Space Force from an acquisition perspective, and in this particular case from a cybersecurity perspective. As I mentioned earlier, it's the most exciting time to be in space programs, really since the days of Apollo. Just to put it in terms that maybe have an impact with the audience. From 1957 until today, approximately 9,000 satellites have been launched from the various space varying countries around the planet. Less than 2000 of those 9,000 are still up on orbit and operational. And yet in the new space regime players like Space X have plans to launch, 12,000 satellites for some of their constellations alone. It really is a remarkable time in terms of innovation and fielding of space capabilities and all of those space capabilities, whether they're commercial, civil, or defense are going to require appropriate cybersecurity protections. It's just a really exciting time to be working in stuff like this. And so folks like the folks in this audience who have a passion about space and a passion about cybersecurity are just the kind of people that we want to work with. Cause we need to make sure our systems are secure and resilient. We need folks that have technical and computing expertise, engineering skills to be able to design cyber secure systems that can detect and mitigate attacks. But we also, as you alluded to, we need people that have that business and business acumen, human networking background, so that we can launch the startups and work with the non traditional businesses. Help to bring them on board help, to secure both their data and our data and make sure our processes and systems are free as much as possible from attack. For preparation, for audience members who are young and maybe thinking about getting into this trade space, you got to be smart on digital networking. You got to understand basic internet protocols, concepts, programming languages, database design. Learn what you can for penetration or vulnerability testing and a risk assessment. I will tell you this, and I don't think he will, I know he will not mind me telling you this, but you got to be a lifelong learner and so two years ago, I'm at home evening and I get a phone call on my cell phone and it's my boss, the commander of Air Force Space command, General, J. Raymond, who is now currently the Chief of Space Operations. And he is on temporary duty, flying overseas. He lands where he's going and first thing he does when he lands is he calls me and he goes JT, while I was traveling, I noticed that there were eBooks available on the commercial airliner I was traveling on and there was an ebook on something called scrumming and agile DevSecOps. And I read it, have you read it? And I said, no, sir. But if you tell me what the title of the book is, I will read it. And so I got to go to my staff meeting, the very next week, the next time we had a staff meeting and tell everybody in the staff meeting, hey, if the four star and the three star can read the book about scrumming, then I'm pretty sure all of you around this table and all our lieutenants and our captains our GS13s, All of our government employees can get smart on the scrumming development process. And interestingly as another side, I had a telephone call with him last year during the holidays, where he was trying to take some leave. And I said, sir, what are you up to today? Are you making eggnog for the event tonight or whatever. And the Chief of Space Operations told me no, I'm trying to teach myself Python. I'm at lesson two, and it's not going so well, but I'm going to figure this out. And so that kind of thing, if the chief of staff or the Chief of Space Operations can prioritize scrumming and Python language and innovation in his daily schedule, then we're definitely looking for other people who can do that. And we'll just say, lower levels of rank throughout our entire space force enterprise. Look, we don't need people that can code a satellite from scratch, but we need to know, we need to have people that have a basic grasp of the programming basics and cybersecurity requirements. And that can turn those things into meaningful actions, obviously in the space domain, things like basic physics and orbital mechanics are also important spaces, not an intuitive domain. So under understanding how things survive on orbit is really critical to making the right design and operational decisions. And I know there's probably a lot, because of this conference. I know there's probably a whole lot of high speed cybersecurity experts out in the audience. And I need those people in the US Space Force. The country is counting on it, but I wouldn't discount having people that are just cyber aware or cyber savvy. I have contracting officers and logisticians and program managers, and they don't have to be high end cybersecurity experts, but they have to be aware enough about it to be able to implement cyber security protections into our space systems. So the skill set is really, really broad. Our adversaries are pouring billions of dollars into designing and fielding offensive and destructive space, cybersecurity weapons. They repeatedly shown really a blatant disregard of safety and international norms for good behavior on orbit. And the cyber security aspects of our space systems is really a key battleground going forward so that we can maintain that. As I mentioned before, peaceful global comments of space, we really need all hands on deck. If you're interested in helping in uniform, if you're interested in helping, not in uniform, but as a government employee, a commercial or civil employee to help us make cyber security more important or more able to be developed for our space systems. And we'd really love to work with you or have you on the team to build that safe and secure future for our space systems. >> Lieutenant General John Thompson, great insight. Thank you for sharing all that awesome stories too, and motivation for the young next generation. The United States Space Force approach to cybersecurity. Really amazing talk, thank you for your time. Final parting question is, as you look out and you have your magic wand, what's your view for the next few years in terms of things that we could accomplish? It's a super exciting time. What do you hope for? >> So first of all, John, thanks to you and thanks to Cal Poly for the invitation and thanks to everybody for their interest in cybersecurity, especially as it relates to space systems, that's here at the conference. There's a quote, and I'll read it here from Bernard Schriever, who was the founder, if you will, a legend in a DoD space, the founder of the Western development division, which was a predecessor organization to Space and Missile System Center, General Schriever, I think captures the essence of how we see the next couple of years. "The world has an ample supply of people "who can always come up with a dozen good reasons "why new ideas will not work and should not be tried, "but the people who produce progress are breed apart. "They have the imagination, "the courage and the persistence to find solutions." And so I think if you're hoping that the next few years of space innovation and cybersecurity innovation are going to be upon a pony ride at the County fair, then perhaps you should look for another line of work, because I think the next few years in space and cybersecurity innovation are going to be more like a rodeo and a very dynamic rodeo as it goes. It is an awesome privilege to be part of this ecosystem. It's really an honor for me to be able to play some small role in the space ecosystem and trying to improve it while I'm trying to improve the chances of the United States of America in a space war fighting environment. And so I thank all of you for participating today and for this little bit of time that you've allowed me to share with you. Thank you. >> Sir, thank you for your leadership and thank you for the time for this awesome event, Space and Cyber Cybersecurity Symposium 2020, I'm John Furrier on behalf of Cal Poly, thanks for watching. (mellow music)
SUMMARY :
Narrator: From around the globe. And of course he's the and Department of the Air Force leadership but for all the good there and field as the military term. and cybersecurity, the intersection. in the case of GPS and important to note of the minute they're and the various different of the US space Force? or the ability to implement mitigations and the sustainment of and in the case of GPS economically. on the folks who want the barrier to entry How does the industry adjust to you? and they don't have to be high and motivation for the hoping that the next few years for the time for this awesome event,
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SEAGATE AI FINAL
>>C G technology is focused on data where we have long believed that data is in our DNA. We help maximize humanity's potential by delivering world class, precision engineered data solutions developed through sustainable and profitable partnerships. Included in our offerings are hard disk drives. As I'm sure many of you know, ah, hard drive consists of a slider also known as a drive head or transducer attached to a head gimbal assembly. I had stack assembly made up of multiple head gimbal assemblies and a drive enclosure with one or more platters, or just that the head stacked assembles into. And while the concept hasn't changed, hard drive technology has progressed well beyond the initial five megabytes, 500 quarter inch drives that Seagate first produced. And, I think 1983. We have just announced in 18 terabytes 3.5 inch drive with nine flatters on a single head stack assembly with dual head stack assemblies this calendar year, the complexity of these drives further than need to incorporate Edge analytics at operation sites, so G Edward stemming established the concept of continual improvement and everything that we do, especially in product development and operations and at the end of World War Two, he embarked on a mission with support from the US government to help Japan recover from its four time losses. He established the concept of continual improvement and statistical process control to the leaders of prominent organizations within Japan. And because of this, he was honored by the Japanese emperor with the second order of the sacred treasure for his teachings, the only non Japanese to receive this honor in hundreds of years. Japan's quality control is now world famous, as many of you may know, and based on my own experience and product development, it is clear that they made a major impact on Japan's recovery after the war at Sea Gate. The work that we've been doing and adopting new technologies has been our mantra at continual improvement. As part of this effort, we embarked on the adoption of new technologies in our global operations, which includes establishing machine learning and artificial intelligence at the edge and in doing so, continue to adopt our technical capabilities within data science and data engineering. >>So I'm a principal engineer and member of the Operations and Technology Advanced Analytics Group. We are a service organization for those organizations who need to make sense of the data that they have and in doing so, perhaps introduce a different way to create an analyzed new data. Making sense of the data that organizations have is a key aspect of the work that data scientist and engineers do. So I'm a project manager for an initiative adopting artificial intelligence methodologies for C Gate manufacturing, which is the reason why I'm talking to you today. I thought I'd start by first talking about what we do at Sea Gate and follow that with a brief on artificial intelligence and its role in manufacturing. And I'd like them to discuss how AI and machine Learning is being used at Sea Gate in developing Edge analytics, where Dr Enterprise and Cooper Netease automates deployment, scaling and management of container raised applications. So finally, I like to discuss where we are headed with this initiative and where Mirant is has a major role in case some of you are not conversant in machine learning, artificial intelligence and difference outside some definitions. To cite one source, machine learning is the scientific study of algorithms and statistical bottles without computer systems use to effectively perform a specific task without using explicit instructions, relying on patterns and inference Instead, thus, being seen as a subset of narrow artificial intelligence were analytics and decision making take place. The intent of machine learning is to use basic algorithms to perform different functions, such as classify images to type classified emails into spam and not spam, and predict weather. The idea and this is where the concept of narrow artificial intelligence comes in, is to make decisions of a preset type basically let a machine learn from itself. These types of machine learning includes supervised learning, unsupervised learning and reinforcement learning and in supervised learning. The system learns from previous examples that are provided, such as images of dogs that are labeled by type in unsupervised learning. The algorithms are left to themselves to find answers. For example, a Siris of images of dogs can be used to group them into categories by association that's color, length of coat, length of snout and so on. So in the last slide, I mentioned narrow a I a few times, and to explain it is common to describe in terms of two categories general and narrow or weak. So Many of us were first exposed to General Ai in popular science fiction movies like 2000 and One, A Space Odyssey and Terminator General Ai is a I that can successfully perform any intellectual task that a human can. And if you ask you Lawn Musk or Stephen Hawking, this is how they view the future with General Ai. If we're not careful on how it is implemented, so most of us hope that is more like this is friendly and helpful. Um, like Wally. The reality is that machines today are not only capable of weak or narrow, a I AI that is focused on a narrow, specific task like understanding, speech or finding objects and images. Alexa and Google Home are becoming very popular, and they can be found in many homes. Their narrow task is to recognize human speech and answer limited questions or perform simple tasks like raising the temperature in your home or ordering a pizza as long as you have already defined the order. Narrow. AI is also very useful for recognizing objects in images and even counting people as they go in and out of stores. As you can see in this example, so artificial intelligence supplies, machine learning analytics inference and other techniques which can be used to solve actual problems. The two examples here particle detection, an image anomaly detection have the potential to adopt edge analytics during the manufacturing process. Ah, common problem in clean rooms is spikes in particle count from particle detectors. With this application, we can provide context to particle events by monitoring the area around the machine and detecting when foreign objects like gloves enter areas where they should not. Image Anomaly detection historically has been accomplished at sea gate by operators in clean rooms, viewing each image one at a time for anomalies, creating models of various anomalies through machine learning. Methodologies can be used to run comparative analyses in a production environment where outliers can be detected through influence in an automated real Time analytics scenario. So anomaly detection is also frequently used in machine learning to find patterns or unusual events in our data. How do you know what you don't know? It's really what you ask, and the first step in anomaly detection is to use an algorithm to find patterns or relationships in your data. In this case, we're looking at hundreds of variables and finding relationships between them. We can then look at a subset of variables and determine how they are behaving in relation to each other. We use this baseline to define normal behavior and generate a model of it. In this case, we're building a model with three variables. We can then run this model against new data. Observations that do not fit in the model are defined as anomalies, and anomalies can be good or bad. It takes a subject matter expert to determine how to classify the anomalies on classify classification could be scrapped or okay to use. For example, the subject matter expert is assisting the machine to learn the rules. We then update the model with the classifications anomalies and start running again, and we can see that there are few that generate these models. Now. Secret factories generate hundreds of thousands of images every day. Many of these require human toe, look at them and make a decision. This is dull and steak prone work that is ideal for artificial intelligence. The initiative that I am project managing is intended to offer a solution that matches the continual increased complexity of the products we manufacture and that minimizes the need for manual inspection. The Edge Rx Smart manufacturing reference architecture er, is the initiative both how meat and I are working on and sorry to say that Hamid isn't here today. But as I said, you may have guessed. Our goal is to introduce early defect detection in every stage of our manufacturing process through a machine learning and real time analytics through inference. And in doing so, we will improve overall product quality, enjoy higher yields with lesser defects and produce higher Ma Jin's. Because this was entirely new. We established partnerships with H B within video and with Docker and Amaranthus two years ago to develop the capability that we now have as we deploy edge Rx to our operation sites in four continents from a hardware. Since H P. E. And in video has been an able partner in helping us develop an architecture that we have standardized on and on the software stack side doctor has been instrumental in helping us manage a very complex project with a steep learning curve for all concerned. To further clarify efforts to enable more a i N M l in factories. Theobald active was to determine an economical edge Compute that would access the latest AI NML technology using a standardized platform across all factories. This objective included providing an upgrade path that scales while minimizing disruption to existing factory systems and burden on factory information systems. Resource is the two parts to the compute solution are shown in the diagram, and the gateway device connects to see gates, existing factory information systems, architecture ER and does inference calculations. The second part is a training device for creating and updating models. All factories will need the Gateway device and the Compute Cluster on site, and to this day it remains to be seen if the training devices needed in other locations. But we do know that one devices capable of supporting multiple factories simultaneously there are also options for training on cloud based Resource is the stream storing appliance consists of a kubernetes cluster with GPU and CPU worker notes, as well as master notes and docker trusted registries. The GPU nodes are hardware based using H B E l 4000 edge lines, the balance our virtual machines and for machine learning. We've standardized on both the H B E. Apollo 6500 and the NVIDIA G X one, each with eight in video V 100 GP use. And, incidentally, the same technology enables augmented and virtual reality. Hardware is only one part of the equation. Our software stack consists of Docker Enterprise and Cooper Netease. As I mentioned previously, we've deployed these clusters at all of our operations sites with specific use. Case is planned for each site. Moran Tous has had a major impact on our ability to develop this capability by offering a stable platform in universal control plane that provides us, with the necessary metrics to determine the health of the Kubernetes cluster and the use of Dr Trusted Registry to maintain a secure repository for containers. And they have been an exceptional partner in our efforts to deploy clusters at multiple sites. At this point in our deployment efforts, we are on prem, but we are exploring cloud service options that include Miranda's next generation Docker enterprise offering that includes stack light in conjunction with multi cluster management. And to me, the concept of federation of multi cluster management is a requirement in our case because of the global nature of our business where our operation sites are on four continents. So Stack Light provides the hook of each cluster that banks multi cluster management and effective solution. Open source has been a major part of Project Athena, and there has been a debate about using Dr CE versus Dr Enterprise. And that decision was actually easy, given the advantages that Dr Enterprise would offer, especially during a nearly phase of development. Cooper Netease was a natural addition to the software stack and has been widely accepted. But we have also been a work to adopt such open source as rabbit and to messaging tensorflow and tensor rt, to name three good lab for developments and a number of others. As you see here, is well, and most of our programming programming has been in python. The results of our efforts so far have been excellent. We are seeing a six month return on investment from just one of seven clusters where the hardware and software cost approached close to $1 million. The performance on this cluster is now over three million images processed per day for their adoption has been growing, but the biggest challenge we've seen has been handling a steep learning curve. Installing and maintaining complex Cooper needs clusters in data centers that are not used to managing the unique aspect of clusters like this. And because of this, we have been considering adopting a control plane in the cloud with Kubernetes as the service supported by Miranda's. Even without considering, Kubernetes is a service. The concept of federation or multi cluster management has to be on her road map, especially considering the global nature of our company. Thank you.
SUMMARY :
at the end of World War Two, he embarked on a mission with support from the US government to help and the first step in anomaly detection is to use an algorithm to find patterns
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Sumedh Thakar, Qualys & Nayaki Nayyar, Ivanti | CUBE Conversation, July 2020
>> From the CUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is a CUBE conversation. Welcome to this CUBE conversation. I'm Lisa Martin, and today I'm talking with Ivanti again, Nayaki Nayyar, their Chief Product Officer EVP is back with us, as is another Cube alumni, Sumedh Thakar, the President and Chief Product Officer of Qualys. Nayaki, sweet, great to have you guys both back on the program. >> Great to be back here, Lisa. I think it's becoming a habit for me to be here, talking to you almost... >> I like it. >> every week. >> Good to be here, thank you for inviting me. >> So, let's go right into some exciting news here, so Ivanti has had a lot of momentum in the last week or so, Nayaki with launch announcements, talk to us about what you're announcing today in terms of an expansion with the Ivanti-Qualys partnership. >> So Lisa, as you remember, this week we had a great week this week with the launch of our Ivanti neurons platform, that really helps our customers address end-to-end management of their endpoints and security of those endpoints. How we can help them, would be called self fuel, self secure and self service the endpoints. And one of the key strengths Ivanti has, in our portfolio, is our ability to manage all the patches. Today, with our Ivanti patch management solution, we patch approximately 1.2 billion patches on an annual basis. So that's a pretty big volume, and we are extremely excited as a part of this launch announcement, to also share the partnership we have with Qualys and how we are extending and helping Qualys with their overall vision for VMDR. >> So Sumedh, let's go right into that, talk to us about the VMDR, vulnerability management has been around for a while, what is VMDR and Qualys perspective? And what are you looking to do with your partnership with Ivanti? >> I should know about vulnerability management being around for a while, I've been 18 years at Qualys, so we've been doing for a long time, and, what's happened is with the hybrid infrastructure exploding and a lot more devices being added and focus shifting from just servers to endpoint, I think that is just a need to be able to do vulnerability management, in addition, also have the ability to do assessment of your devices in terms of inventory, etcetera, so, discovering your devices, being able to do vulnerability assessment, configuration assessment, but also be able to prioritize those vulnerabilities on which one do you really need to patch because you just have way too many vulnerabilities. And then at the end, all of this vulnerability management is not useful if we can't do something about it, and that's where, you need the ability to patch and fix those issues, and this is where VMDR really brings that workflow in a single platform end-to-end, So instead of just throwing a big report of CVEs, we provide the ability to go from detection of the device, to the patching, and this is where Ivanti partnership has been something that has really helped our customers because they bring in that patching piece, and this is one of the most complicated things you do, and because taking a vulnerability and mapping it to a particular patch is very complex to do and that's where the Ivanti partnership is helping us. >> And so, this is an expansion Sumedh, you guys have been doing this for Windows and Linux, and now this is adding Mac support and others. Tell me a little bit more about the additional capabilities that you're enabling. >> What's interesting is that, when we started working on this, this was before the pandemic hit, and COVID has certainly added a very interesting twist to the patching challenge, and the ability for the system admins to suddenly patch 100,000 to 200,000 devices, which are not in your office with a high speed internet anymore, they are sitting in little apartments all over the world with low bandwidth, WiFi connections, etcetera, how do you patch those endpoints? And so when, while the focus of the beginning was a lot more on Windows and Linux, which are more on the server side, with the pandemic hitting, there is a big need now for people also to be able to do their Macs and other endpoints that are now remote and at people's homes, and so obviously, with the success of the patch management capabilities on Windows that we got with Ivanti, they are a natural partner for us to also expand that into being able to do it for the Macs as well, and so, now we're working together to get this done for the Macs. >> So Nayaki, in terms of the announcements from Ivanti that they've been coming out the last week or so, we talked with Jeff Abbott last week about the partnerships and the GTM, talk to me about from a strategic perspective, how does the expansion of the Qualys partnership dial up Ivanti's vision? >> Lisa, when you take a look at what's really happening across every enterprise, every large company, especially during COVID, and post COVID, is what we call this explosive growth of remote workers, as everyone is trying to manage what the transformation to remote working means, the explosive growth of devices that now have to be managed by every IT organization, not to mention how to secure those devices, which is where this partnership with Qualys becomes extremely strategic for us. Now we can extend that overall vision that we have with our Ivanti neurons to discover every device we have, the customers' have, sense any security vulnerabilities, anomalies that are on those devices, prioritize those based on risk-based priority of it and going through priority as we embed more and more AI Amal into it, and get into what we call this auto remediation, remediating all those vulnerabilities, which nicely fits into Qualys's, or our VMDR vision and strategy. So, this truly helps our customers, go beyond just managing the endpoints to now what we call sub securing those endpoints, being able to automatically detect all security vulnerabilities and issues and get closer and closer to the self remediation of those vulnerabilities, and that's why this partnership makes, a great strategic benefit for all of our customers and large enterprise. >> So Sumedh, talk to us about the VMDR lifecycle, give us a picture of where your customers are and that how does this really going to help them deal with the new normal of even more devices going to be remote for a long period of time? >> what's happening now is that, this is being extended to home devices, customers in the past were only looking at enterprise devices that were owned by the organization, and we continuously now see, we can't get a new laptop to the user, or they're using their home device, home desktop, because it's bigger screen, more powerful, whatever it is, so people are starting to do that, and you can't really stop them from doing that if you want to get work done, and so, essentially VMDR is four things, which is, continuous asset inventory discovery, Second is, detection of all security issues, including vulnerabilities and misconfigurations. Third is the prioritization based on the knowledge of the device, and what's running on the device just because you have a severity, five vulnerability or highly exploitable vulnerability does not mean that you need to prioritize that as the first one to patch, and then you need to be able to patch it, and so that's the four elements that make up the VMDR lifecycle, and as customers have no good way to detect what devices are there, what is connecting to the VPN, because now they don't actually, physically see the devices, the traditional network devices that were... office firewalls that are sitting in the office, that were detecting devices are now not useful because everybody's outside the firewall. And so that entire life cycle, is something that customers want to do, because at the end, you want to reduce your risk quickly. And having a single platform that does all of that, is the key benefit that we get from there. >> Talk to me a little about the go-to market, in terms of how are your customers, joint customers buying the solution? >> I think what we've really worked on is typically what happens today is the customers'... different vendors are providing individual pieces, you have to go buy a different inventory solution, a different vulnerability solution, a different prioritization, a different patch solution, so, working with Ivanti, we've really worked on creating a single platform, and this took us a quite a bit of time to really make that engineering integration work, to be able to have Ivanti patch management directly embedded into the Qualys' agent. So that way, customers don't have to deploy another agent, and they don't have to buy different solutions for different consoles, so, from a go-to market perspective, we keep it very simple for our customers, they essentially have a one price for the entire asset and then if they choose to do the patch management, this is something that we sell as a capability that is directly available through Qualys and Ivanti has done a huge amount of work to integrate seamlessly in the back end to help the customer so that they don't have to, buy from one, buy from another and try to integrate it themselves. >> And Lisa if you look at it, it's really a way for customers to handle heterogeneous landscape, patching of heterogeneous landscape that they have, in their environment all the way from the data centers to those endpoints, the Windows devices, Mac devices, Linux devices, and in future, we'll also be supporting multiple other devices and platforms through Qualys VMDR, absolutely. >> Let's talk about the target audience and really understanding, from a security perspective, it's top of mind for the C-suite all the way up to the board, now with COVID and the increase in ransomware, and some of the things, the device spread, that's probably only going to spread even more, Nayaki, starting with you, how are you seeing the customer conversations change? Are you now not just talking to ITs elevated up the stack? Is this a CEO, board level concern that you're helping them to remediate? >> Absolutely, Lisa, this conversation about cyber security challenges, especially as organizations are trying to figure out what this transformation to remote working means, this is really not just limited to an IT organization or a CIO level conversation, this is a C-suite conversation at the CEO level, and in most cases, I'm also seeing this becoming a board conversation and I'm on a couple of boards myself, and this is truly a board conversation where discussing how we help enterprises transform to remote working and cyber security challenges as more and more workers are working from home, securing those devices is top of mind, for pretty much CEOs and the boards, and helping them through the transition is a number one priority. So, this is between the partnership with Qualys and Ivanti, for us to offer this joint solution, and really make it available where they can address the security concerns that they have, in their environment. >> And Sumedh, in terms of target market, we talked with Nayaki and Jeff last week about, from a vertical perspective, they've got a lot of strengths in healthcare and retail, for example, are you looking at any leading edge markets right now, verticals that really are at most risk? Or are you attacking us from a GTM perspective, or in a horizontal way? >> It's not even our choice anymore, because what's happened with remote working in no matter what industry you are in, everybody's workers are working from home essentially, and using laptops and the number of attacks have significantly multiplied because now that this endpoint is outside of your traditional defenses that you have in an office environment, these endpoints are a lot more vulnerable, and they are in a home network, I have devices in my home network for my kids that are running all kinds of fortnight and things like that, that now actually could have access to my work laptop, so that is becoming a big concern and the other realization that you cannot really use enterprise solutions as you have in the past, for patching and securing your endpoint that's not inside the enterprise, because if a single SMB goes vulnerability patches 350 Megs for one device, if you have that patch 1000 devices trying to download that over VPN, it's just not going to work, and it kills the VPN, so that is this big push towards moving into a cloud based method of deploying these patches, So you going to actually get these patches deployed without hitting your VPN environments, and this is really the big thing, and the other day I read something that that asked like, what is accelerating the digital transformation to the cloud for your enterprise? And, there was a CEO and the Sea So and then COVID, so unfortunately, the pandemic has been bad in many ways, but in other ways, it has really helped organizations move more quickly, to get approvals from the board and the management because the other option is just not a choice anymore, which is trying to use on-prem solution so that resistance to cloud based solutions is significantly decreasing because, today, we're all sitting in different locations and meeting every day on video, etcetera and that's really powered by that cloud-based platforms that we have today. >> I call it the COVID catalysts, there are a lot of interesting things that are positive, that are being catalyzed as a result of this massive change. One more question Sumedh for you, in terms of, this enabling VMDR to become a category, a target market for endpoint security, how does this help? >> I think, the more we can provide the customer ability to reduce the number of different steps that they have to go through and the different tools that they have to purchase and multiple agents and multiple consoles that they have to put together, then it just becomes a category in itself because you kind of have that ability to do detection, prioritization and response in a single solution, which is something that nobody else offers today because everybody is focused on just one aspect of it, and so, today the response from our customers has been absolutely tremendous, they are extremely happy to have this ability to very quickly figure out what's wrong, one of the things we didn't talk a lot about, but I would say in patch management process, the biggest challenge and where most time is spent is mapping a CVE to a specific patch that needs to be deployed on a specific machine, because of 64-bit architecture, 32-bit architecture, so, the Ivanti catalog helps us tremendously to help bring the knowledge that we have on the CVEs to that catalog, and then give our customers a way to be able to get those patches deployed in a very, very quick way, and so that essentially is just created this new category, when you have this end-to-end ability on a single platform. So whether it comes from Qualys or somebody else, I think the need is there to say, when I'm looking at patch management, I want the discovery of vulnerability and patching all of that to be done together. >> And that speed is absolutely critical. So in terms of the general availability, Sumedh, is this available now, when do customers get access? >> So with the partnership with Ivanti, VMDR in general has been available now for our customers for a couple of months, but now with the enhanced partnership, it was available for Windows or is currently available for Windows and now we are working with Ivanti for the next few months to get the Mac version out, so, we would think about in the next couple of quarters, we will have that available through Qualys VMDR, the ability to patch the Macs as well. >> Excellent. Nayaki let's go ahead and take this home with you, in terms of give me kind of an overall, round this out, the expansion of the partnership, the importance of helping customers in these disparate environments, and the momentum that this gives Ivanti for the rest of the year and going into 2021? >> This really rounds our entire Ivanti's vision and strategy, reservoir, our ability to discover every asset customers have on their endpoints and point assets as devices, being able to manage those devices holistically and to secure those devices, and also do service management of those devices and I had mentioned this, we are the only vendor in the market, that can do all of this end-to-end all the way from discovery, to security, to service managing the devices which... and the partnership with Qualys really helps as round it off across the board is full lifecycle of endpoint management, device management, and also enables us to extend to the natural adjacencies of IoT with Ivanti neurons, vision and strategy and truly get into a world of what we call self healing and self securing, the autonomous edge that we really strive to in the longer term. >> Congratulations both of you on this expansion of the partnership, we thank you for taking the time to explain to us the value in it, the challenges that this going to solve for your customers, Nayaki it's always great to have you on the program, thank you for joining me. >> Thank you, thank you Lisa and Sumedh, absolutely a great pleasure talking to all of you. >> Thank you for inviting me and good seeing both of you and I look forward to seeing you guys again. Have a good day >> Yeah, Sumedh. Great to meet you as well. For my guests, I'm Lisa Martin, you're watching this CUBE conversation. (upbeat music)
SUMMARY :
on the program. talking to you almost... Good to be here, thank talk to us about what and self service the endpoints. need the ability to patch and now this is adding and the ability for the system that now have to be managed that as the first one to patch, and they don't have to and in future, we'll also be supporting and the boards, and the number of attacks this enabling VMDR to become a category, and the different tools So in terms of the general availability, for the next few months to and the momentum that this gives Ivanti and the partnership with Qualys the time to explain to us talking to all of you. and I look forward to Great to meet you as well.
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Brian Reagan & Ashok Ramu, Actifio | CUBEConversation January 2020
>>from the Silicon Angle Media Office in Boston, Massachusetts. It's the cue. Here's your host Still, Minutemen >>Hi and welcome to the Boston area studio. Happy to welcome back two of our Cube alumni, both from Active e o Brian Regan, the C M O of the company. And it took Rommel. Who's the vice president and general manager of Cloud? Gentlemen, thanks so much for joining us. >>Happy New Year's too great to be here. >>Yeah, 2020 way we're talking about. We don't all have flying cars and some of these things, but there are a lot of exciting things and ever changing in the tech world. We're gonna talk a lot about N. C. Which, of course, is active use announcement. If I heard the sea, it's about clouds, about containers and about copy data management. With course, you know we know act as always quite well, Brian. Let's start with a company update first. Of course, you know, copy data management is where activity really created a category, but all of these new waves of technology that activity is fitting into Well, 2000 >>19 was an incredible year for us, you know, continued accelerating our growth in the market in the enterprise particularly, You know that the secular trends around hybrid and multi cloud really played well to our existing strengths. And 10 c really builds on those strengths will talk more about that. I know in a moment we also saw continued, you know, as digital transformation as as application modernization initiatives to cold. In just about every enterprise, our database capabilities really played again a cz a strength that we could capitalize on to land significant enterprise accounts, get started with them and then really start to expand overall data platform data management platform in those accounts >>s Oh, sure, before we get into the 10 see stuff specifically. But Brian, Brian teed up some of those cloud trends and how I think about data protection. Data management absolutely has changed. You know, I remember a couple years ago we said, Oh, well, you know, people are adopting all these clouds. All of these concerns still exist. You know. It doesn't go away. It's not magically Oh, I did office 3 65 I don't need to think about all the things that I thought about without. Look, when I do public cloud and build new applications. Oh, wait. You know, somebody needs to take care of that data. So bring us inside your customers. The team that's building these products and some of those big trends should >>happen. You're still so happy to be back in the Cube. So 2019 really defined. There were a lot of for enterprises really started moving. Production will look to the cloud multi cloud become a reality for active field way. We're running production workloads on seven o'clock platforms. So the key elements off being infrastructure agnostic wherein active you can do everything in all clark platforms. Basically, infrastructure neutral was a key element. On the other element was a single pane of glass. You could have an Oracle worker running on prime with the logic application running in azure and not know the difference. S o. The seamless mobility of data was the key element. That lot of our enterprises took advantage from elective standpoint on a lot of the 10 see capabilities adds onto those capabilities and you see more of these adoptions happening in 2020. So I think 10 seat eases up absolutely perfectly for that market. >>Yeah, let's talk a little bit about activities, place in the market, that differentiation there, that direct connection with the application and the partner's eyes. Real big piece of it. >>It's a huge piece and something we really not just double triple down on in 2019. Certainly for us our database capabilities, which we believe are really second to none in the industry, we continue to expand and enrich the capabilities, including ASAP Hana obviously already Oracle and sequel server D B two, as well as the linen space databases, the new and no sequel databases. We also understood, and as our customers were talking to us about their application modernization, they were moving Maur of their front and capabilities two containers, and they wanted that the data to come with it a t east temporarily on. So that was a big focus for us as well was making sure that we could bring the data whether it was into a V M, into a container into a physical server into any number of clouds in order to support that application. At that time, it was a critical part of our differentiation. For two dozen 1 19 >>I'd love just a little more on the database piece because you go to Amazon, reinvent and you know, the migrations of databases to the cloud, of course, is a major conversation. You look at Amazon, they have a whole number of their offerings as well, as if you want to use any database out there, they'll let you use it. Course Oracle might charge him or if you're doing it on the Amazon, the Amazon partner. The azure partnership with Oracle was big news in the back and 1/2 of 2019. So when you're working with their customers, you know, databases still central to you know how they run their business and one of the bigger expenses on the books, they're So you know what we look at 2020. You know, what is the landscape specifically from a database? Well, we continue >>to see and in most of our large enterprise accounts that Oracle and sequel servers continue to dominate the majority of the payload of databases. We don't see that changing, although we do see net new applications being built on new database platforms. Thio complement the oracle and sequel server back end. So we are seeing a rise of the bongos and the new and no Sequels out there. We're also seeing Maur consideration of building in the cloud, as opposed to starting on Prem and then potentially leveraging the cloud sort of post facto and in terms of the application architecture's. So our ability to support both the the legacy big iron database platforms as well as the new generation platforms, regardless of application architectural, regardless of the geometry of the application, is a big part of our differentiation >>going forward. >>All right, so let let's Wave hinted about it. But 10 c major announcement. Let's get into how that extends what we've been talking about. >>Absolutely so you know, we've made a lot of the new databases, particularly the no sequel databases, the Mongols and Hannah's first class citizens intensity, which means we understand not just the database. He also he also the ecosystem that the database lives. We all know Hannah's a fairly big database in terms of the number of machines that consumes number off, you know, applications that you use it and toe capture and actually provide value for Hannah. You need to understand where the Honda database lifts and so some of the capabilities we've added in 10 C's to kind of figure out this ecosystem, and when you migrate, you might need the ecosystem, not just the holiday. The peace because you know that is that is a key element. On the second aspect is the containers that that Brian touched on. Now we're seeing legacy data being presented into containers, and there's a bridge too quiet for that. Now. How do you present that bridge containers could be brought up, but they're lifeless unless you give them data. So the actors of bridge ready and you bring up the container using communities of whatever framework you have and be married the data into the container framework. So most organizations, you know, as they evolved from yesterday's architecture to today's architect. And they need this bridge, which helps them navigate that that my creation process and an active field being the data normalization platform is helping them live on both segments, Right? Nobody does us turn the switch off of the old one and move to the new That'll be co exist. That is the key element >>way spent a lot of time over the last couple of years hearing about cloud native architectures and that discussion of data, it is kind of something you need to kind of dig in to understand. I'm glad to hear you talking about, You know, when you talk about storage and container ization, you know where that fits today? Because originally it was only stateless. But now we know we could do state full environment here. But while container ization is, you know, growing at huge leaps and bounds, customers aren't taking their Oracle database and shoving Brian A lot of discussion about the partnerships. I think it was seven. You know, major cloud providers. That activity is there talk a little bit about the common native. The relationships with some >>of those partners? Absolutely. I mean, way made great strides from a go to market standpoint with our cloud partners this past year. Google Cloud is probably our most significant go to market partner. From a cloud standpoint, we've done a lot of joint engineering works in order to support both our existing, uh, software platform as well as our SAS control plane in the Google Cloud. We have landed many significant deals with with Google this past year on dhe. They have been as they continue to really increase their focus on enterprise accounts and both hybrid as well as public cloud sort of architectures. We are hand in glove with them as their backup in D R partner for those club >>workloads. >>Great eso We talked quite a bit about the database peace, but in general, back into the cloud archive in the cloud. What is 10 see specifically an active you, in general, enhance in those environments >>so tense he bring It brings in you know, the key elements of the recovery orchestration. So if I have to bring up, let's say, 500 machines in any club platform, how did I do it? Well, I can go and bring up one machine at a time and take two days to bring it up or with active fuels. Resiliency. Director. You can create a recovery plan and a push pardon Recovery happens, so we've seen a lot of customers adopt that, particularly customers that want to leverage the Google platform for its infrastructure capabilities. Wants an orchestration, that is, that is, that understands the applications that are coming up, so there is a significant benefit from a PR standpoint of the recovery orchestrations will be invested a lot of time and tuning the performance and understanding Google and Amazon and Azure to make sure this was built, right. The other big push we're seeing for the clock platforms ASAP, ASAP, as an enterprise has taken a mission to say, there's no more data centers. Everything is going to the cloud. So an escapee workloads are not the easiest were close to manage. And so they did the the intersection point of S A P and the cloud is very active. Field becomes really valuable because, though, did this data sets by definition or large, their complex and there were distributed. And the D artists of paramount importance because these air crown jewels So so those segments of the R orchestration forward with, you know ASAP and Hannah, which is to get our strength of databases. It's kind of their tense. He really hits, hits, hits a home run >>when we're talking to users in the discussion of multi Cloud in general, one of the challenges is Yoon hee. Different skill sets across. One of those powerful things I've heard from active use really is a normalization across any cloud or even in a cloud. Oh, wait. I was gonna stuck six up again in an archive. That means I'm never going to touch it again. Ingress and egress fees. You know, I have to figure these out or I need toe dedicated engineer to those kind of environments. So it seems that just fundamentally the architecture that you built it active eo is toe help customers really get their arms around those multi cloud >>environments? Absolutely. And I think there are two additional components that really one of which has lived with activity from the very beginning of the company, which is a p a p I. First, the cloud is very much an AP I centric type of operating model on with active fio We don't change the management system were operating model. But in fact we incorporate in eso all of this orchestration that it shook talked about can be actuated via a P I. The second piece, which we really started in 2017 with our eight Dato platform release, is the the consumption and the intelligent consumption of object with 10 see, we've continued to advance our object capabilities. In fact, we published a paper with the SG in late 2019 that talked about mounting 50 terabyte Oracle databases directly out of object with actually increased performance versus the production block >>storage behind it. >>So we have really with 10 C, actually added cashing to even further performance optimized object workloads, which speaks to both the flexibility but also the economic flexibility of being able. Thio contemplate running workloads in the cloud out of object at a lower cost platform without necessarily the compromise of performance that you would normally expect >>absolutely. And like you said, the skill set required. Do I need to put it in object to any reported in block? We can eliminate that right. Be neutralized that to say you want to leverage the cloud, give us your cost point and you can dial the cost up or down, depending on what you see for performance, and we will be the day that back and forth, so that flexibility is enormous for customers. >>That's greater if you talk to anybody that's been in the storage industry for a while, and you want to make them squirm, say the word migration s O. We know how painful it has been if you go talk to any of the triple vendors, they have so many tools and so many service is to help do that in a cloud era. It should be a little bit easier, but it sounds like that's another key piece. Intensity? >>Absolutely, absolutely. I mean, 10 See, you know, hits the home. I think with the A P. I integration. So the other element 2019 Saul, was the scale of deployment effective. You know, when you have to manage hundreds of thousands of machines across different geo's, that is a scale that comes to the data protection that you know, people. Really? You have a seat to actually build for it and and work with it and be sorry in 2019 and 10 See, incorporates a lot of that capabilities as well, making it ask Cloud needed as possible. So basically, around these applications globally. All >>right, uh, I was wondering if you might have a customer example toe really highlight the impact that NBC's having understand if you can't name them specifically, but, uh, yeah, >>well, actually, shook has already talked about 11 customer slash partner. Who is I think still the world's largest software company in the world based out of Germany. And they are powering their enterprise cloud on the data management data protection. Beneath that enterprise cloud across four different hyper scale er's using, active you on. I think they're on record in a weapon. Our earlier in December, talking about their evaluation of pretty much every technology out there on the one that could really deliver on performance at scale across clouds was activity >>on. The key element was they wanted a single platform with a single pane of glass across all platforms, and an active feel was the solution to each other. So >>and certainly I think we credit them and are the rest of our enterprise customers for pushing us to make 10 see more powerful and more a capable across any clout, you know, Ultimately, an inter enterprise is going to make a decision that they've probably already made the decision to incorporate cloud into their enterprise architecture. What we give them is the freedom and the flexibility to choose any cloud. And, by the way, any cloud today that might change tomorrow and having the ability to seamlessly migrate and or convert from cloud eight o'clock be. Is something that active powers as well? >>Yeah, just make sure we're clear as to what's happening there. It's great that you've got flexibility there when we're talking about data and data gravity. Of course, we're not talking about just lifting an entire database land, you know, ignoring the laws of physics there. But it's the flexibility of using a ll These various things, any way Talk about A S, A P, of course, needs to live across all these clouds. But when you talk about an enterprise, you know what is kind of that? That killer use case? Because we said we're not at a point where cloud is not a utility. I don't wake up in the morning and look at the sheet and say, Oh, I'm gonna, you know, use Cloud a versus cloud be s o. You know what is? You know the importance of that flexibility for us >>today. The majority of our business starts with company saying I need to deliver my data faster to my developers or my tester's, or even increasingly, my data scientists and analysts and my data sets have become so large that it's becoming increasingly difficult for me to do that with regularity. So the currency of the data is starting to suffer. That is the first use case for us and that that powering that enterprise transformational initiative around a new application or an updated application based on a historical app using those enterprise databases delivering that seamlessly quickly, regardless of how big the data is still remains our first use case. And then, increasingly, those customers air realizing that they can start to achieve the other benefits of active eo, including I can start to back that up to the cloud. Aiken actually orchestrate recoveries in the cloud. Not just bulk sort of transfer, but actually the entire application stack. And bring that up in the cloud. I can start Thio, take those those data sets and actually amount them into containers for my next generation application. So that starting point of give me my data as quickly as possible, regardless of how big it is, starts to become universal in terms of its applicability for all use cases. >>Yeah, I guess I shook. The last thing I wanna understand from you is in 2019. We saw a lot of large providers putting out their vision for how I manage in this multi cloud environment. You were at the Google Cloud event where Anthros was unveiled. I was at Microsoft ignite when as your ark was unveiled. VM wear has things like tans you out there. So this moldy cloud environment how do I manage across these disperse environments? What? What What are all those move mean to active you on how you look at things. >>And I think you know, the Tennessee release and with the core architecture that if you had in place, which was multiple already and a P I ready. So those are the two elements that are kind of building blocks that you can tie into any one of those construct you talked about. All right, so we've had we have customers, innovated us with Antos. If customers get up service now we have customers doing Vieira with us, right? So there are many, many integration platforms. The latest I saw was an Alexa app, but we were mounting an oracle database on a voice command. So So you know, there's endless possibilities as thes equal systems evolve because active feel stays behind the cowards powering the data delivering the data available if needed on the target. So that is the key element in the neighbor that we see that helps all these other platforms become super successful. >>So, Brian, it sounds very much a hell wind. The big trends that we're seeing here keep partnerships and, you know, meeting your customers where they need to >>pay. Absolutely. We continue Thio play in the enterprise market, where these thes are absolutely top of mind of every CEO and top of their agenda. Onda, we are working hand in glove with them to make sure that our platform not only anticipates their needs but delivers on their current state of needs as well. >>Brian, thank you so much. Congratulations on the 10 sea launch Cloud containers. Copy data management. Look forward to watching your customers and your continued Thanks. As always, Very much. All right, I'm still Minutemen. Lots more coverage here in 2020. Check out the cube dot net for all of it. And thank you for watching the Cube
SUMMARY :
It's the cue. both from Active e o Brian Regan, the C M O of the company. Of course, you know, 19 was an incredible year for us, you know, continued accelerating Oh, well, you know, people are adopting all these clouds. So the Yeah, let's talk a little bit about activities, place in the market, that differentiation there, the data to come with it a t east temporarily on. the bigger expenses on the books, they're So you know what we look at 2020. consideration of building in the cloud, as opposed to starting on Prem and then potentially leveraging Let's get into how that extends what we've been talking about. So the actors of bridge ready and you bring up the container using communities of whatever framework you have I'm glad to hear you talking about, You know, when you talk about storage They have been as they continue to back into the cloud archive in the cloud. so tense he bring It brings in you know, the key elements of the recovery orchestration. So it seems that just fundamentally the architecture that First, the cloud is very much an AP I centric type of operating model on of performance that you would normally expect Be neutralized that to say you want to leverage the cloud, say the word migration s O. We know how painful it has been if you go talk across different geo's, that is a scale that comes to the data protection that you on the data management data protection. on. The key element was they wanted a single platform with a single pane of glass across you know, Ultimately, an inter enterprise is going to make a decision that they've probably already made the decision You know the importance of that flexibility for us So the currency of the data is starting to suffer. What What are all those move mean to active you on how you look at things. So that is the key element in the neighbor partnerships and, you know, meeting your customers where they need to of their agenda. Check out the cube dot net for all of it.
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Jen Doyle, 1Strategy & Ricardo Madan, TEKsystems | AWS re:Invent 2019
>>law from Las Vegas. It's the Q covering A ws re invent 2019. Brought to you by Amazon Web service is and in along with its ecosystem partners. >>Welcome back to Vegas. It's the Cube, live from AWS reinvent 19. Lisa Martin here with John Walls and John. We've been hanging out with about 65,000 folks, or so >>just are best friends. But Wade talked about this just a little bit ago, but I really have impressed again with kind of discontinued energy and focus, and you know it's gonna go well beyond the show. But three days of back to back to back Great presentations, Great programming obviously show for still jam packed a really good show. Hats off Day W s >>absolutely right. The energy has not wavered one bit. And oftentimes, by day three, that challenge. There's so much excitement >>not out here, >>not in Vegas. Don and I are pleased to welcome a couple of guests to the Cube. To my left, we've got Jen Doyle, the VP of operations from one strategy, and Ricardo Madan, VP of technology products and service is from Texas is I got all right, give me carte Blanche on how to pronounce that, By the way. So guys, one strategy and Techsystems general store with you give her audience and understanding of one strategy. What you guys are way you deliver. Yeah, so we >>are a eight of us. Born in the cloud, dedicated partner of our Amazon Web service is we're premier consulting partner who focuses exclusively on delivering to our customers high quality. Eight of US expertise across industries. Yeah, so because we're exclusively in aid of us, it's a cost industries and pretty agnostics for customer size scale. So we have that unique capability to really dive deep on being the experts on the eight of us when our customers are the experts of their own business >>and tech systems. >>So tech systems Global Service is we are a full stack technology consulting professional service is GS I global system integrator on. We really pay attention to that term full stack because we cover every facet of the software systems operation have life cycle. But increasingly, in the last couple of years, what has been the heart and soul of our ecosystem of confidences and practices and capabilities has been cloud and even more so has been a W s, which is one of the reasons that we're super excited about coming together with one strategy. >>Cloud. Obviously, it's not. It's not a thing. It's the thing, right? So So we kind of moved that passed that when people come to your clients come to you and they will understand that this cloud experience, especially if they're if they're native cloud right there. Not not a legacy, not bringing stuff over. But they're gonna want to launch what's kind of the checklist that the preliminary of that elementary looked at you do to assess what their needs are, what they're like. It's what their opportunities are and kind of how you get them to start faking about exactly what they want to get done, because I assume it's It's a big shoulder hunch and a lot of questions about where do we go from here? So how do you get them to, I guess, oriented toward that conversation in that discussion, >>Yeah, so a lot of the way good place to start is just a really understand their business right now. It's no longer just a IittIe side of the house kind of discussion it's a whole business. So our first step is really to dive deep and understand their business schools, their culture and what their actual end goal is going to be. And so we have a really great part program that we partner with eight of us called the eight of US Well-architected Review program, which we were really fortunate to be one of the top initial partners selected for the beta program a few years ago and then a launch partner for them when they went public last year to really dive deep in, be able to figure out exactly what are they doing? What do they want to be doing and how to get there both on scale, vertically and horizontally, howto costs save and how to really make sure when they're doing it they're doing in a year fashion. >>And where are those conversations happening? Are they happening at the White Sea level, or is it really up, as Andy Jassy was talking about Tuesday? These types of transformations have to come from the executive senior level. Are you having these conversations with the heads of business? We've really been >>seeing that kind of transformation, and it's been phenomenal. Where that change in culture is no longer just the I t side of the house, it is senior leadership. Like Andy, Jassy said. It's now a holistic business approach where you need that alignment in the senior leadership down and that inclusivity in that kind of far and a lot of our conversations, you're getting everybody really buying into the eight of us cloud initiatives that are going on and keep me honest. I know on your side as well. Tech is experiencing a lot of that same thing >>indeed, in the wayto kind of, I guess, divide and conquer the vectors from where we lean in tow, handle those conversations and prioritize the needs and even deal with the different audiences Lisa, like you're talking about because, like Enterprise, I T owners and business owners, ultimately they care about making the business better, but they're approaching it from different lenses and a W s language. There is a methodology in a mindset called working backwards, and it really is the process of beginning with those goals those business goals that Jen talked about in framing them up just super tight. Before we talk about how many lines of code or how many servers are gonna be preventing. We don't want to even get into that. So we've got that really good flowing understanding of the quantified needs and howto really kind of celebrate what that is and then work backwards from there. That the conference Because it's such an all encompassing conversation, especially with enterprises that air nascent to the cloud, they've only dip their toe in the water. Kind of like what What Andy was talking about during his keynote a couple days ago uh, are specific methodology. Under working backwards, we break it up into two pieces. One is called Think big and one is called Act Now and act Now. Starting from there is usually for the folks, and that's like the technology solution there. Fluent enough, they're lucid enough and what their business is going to get out of cloud and out of a migration and out of native development. All that good stuff so we can kind of go right surgically in tow. Hey, how did we just make you better? Based on our combined expertise and our experience? Think big is a little bit more involved, kind where the question was going because you're thinking about O C M. Organizational change management. And how does that culture really In Stan? She ate itself to move fast and be agile and think in a lean way. And, oh, repurpose lots of skills and lots of roles that kind of go extinct after a while. So how do we take in all this? Great talents unorganised ation and UPS killed him. And next gen them to really operate inside of this new cloud ecosystem. >>So you're talking about really organizationally this leadership holster change or shift, if you will, Taking ownership of it from the very top. How do you characterized maybe what that mindset looks like today, as opposed to maybe 45 years ago? It's so easy to put it over. You know, just throw it over the I t guys and developers, and we're gonna focus on our marketing and our sales that we're going to know that you know that the C suite is there, right? Much more president, These kind of discussions. Yeah, you have to have that. Do you know >>how >>to drive that kind of fundamental change? >>For sure. I think a lot of it has to do with the accessibility that AWS Cloud is really bringing to the industry where it's now in such a easily integrating way and your entire business. It's sea level. As you say, down to the interns can have that same accessibility using that tool box. The eight of us allows for them to really jump in hands first and start making things right away. You could be spinning up instances within seconds. It's so simple for people at all levels of knowledge. It's not just the 20 years of I t. That could be the only ones to understand what's going on anymore. >>What are some of the barriers that AWS and Cloud are have removed that 5 10 years ago, customers were concerned with ABC that now those barriers have been mitigated, not be new barriers. But what about the evolution that you've seen A W s really sort of fuel, >>so that way could even think back to some of what What John you were talking about? The kind of erstwhile mindset was a very big iron one. You didn't really look ATT technology and I t as anything more than a utility. Now it's a competitive advantage. Not now you have. That's why you know, you have this whole concept of being a digital native and digital transformation. All these big words. They get so much air time. But that's really been an acceptance in an adoption that technology has gotten to the point where we're moving quicker, better faster is a function of celebrating CX customer experience and enhancing it and using technology to really make organizations move quicker, move faster, adopt new features into whatever their products that is, whether it's online or whether it's packaged whatever. And it's so I think those barriers that AWS has really kind of bubbled up to the surface and then sifted off has been that integration into the business. And that, that is, that's been a transformation that no other company has really enabled outside of AWS for years. Think about like Gartner and forced or an I. D. C. They would talk about the number one objective right is to be aligned with the business, but always in like a subservient role that was more of a foot forward in a leadership role that you see inside of these organizations >>used to be all those of the I t guys. >>Yeah, that's >>what the I t. Guys. Right? I mean, home on the whole thing. Saved. Go. If you look forward, then when you sit down with whomever and you're trying to walk them through their process and get evaluated, What their needs aren't so on so forth. What's the biggest hurdle you gotta get over with down somebody to say, You've got to be You've got to be totally present. This is your your i t offering should be. You should be cloud or your hybrid multi whatever you might be. But you got to be cloud What's the big challenge there? You think you really get somebody jumping in the deep end? >>Honestly, I would really say it's the culture change right now. It's been such a huge digital transformation. You can't deny that. But the culture transformation that's going along with that has really been phenomenal. And that's a lot of people who are at that point of starting their cloud journey, are starting to realize they have to change the way that they look at everything it, as you mentioned several times. It's not just the technical side anymore. It is the business side, and that's the big culture shift of getting over that. There's a lot of technical debt in there, with all the on creme in different areas that people have invested in. And honestly, right now, the day of lift and shift is gonna is kind of going away. It's all of the new cloud. Benefits, like surveillance and containers is really going to be revolutionary, but that education and enabling it really needs to be more prevalent in everybody's vocabulary. And not just the I t. Guy who could tell you about it. It needs to be the sea level, the enablers, the stakeholders in the middle that really understand what's going on. >>So could you talk to us about one strategy and tech systems coming together tell us a little bit about that, what you're doing together and how you might be an eight, an enabler of that cultural transformation that is absolutely linchpin. >>So there's that that enabler on that accelerator t kind of that that change and not to overuse the word accelerator. But that's just kind of one vector that we can talk about a little bit, and it's really what we're encouraging our customers to look at because they've got a broad choice of size of system integrators like us. But if you're not coming to the table with really depth of expertise, depth of expertise, that can help mute a lot of the complexity that were alluding to. Because even even though we've got so many benefits and so much growth happening inside the Ws world, there's 175 service is today. There have been 2500 feature updates releases across that portfolio Just this year alone, there's 5 to 10 new announcement today and then outside of the Ws stack, you've got hundreds and hundreds of other members of the Dev Ops Tool chain. They get bolted into that so that you know the way that we're kind of getting customers to overcome. Some of that reticence is by muting a lot of that, simplifying it and coming to the table with real accelerators, where we've invested collectively hundreds of thousands of lines of code that we've built and put together for AWS proprietary tools for better adoption, whether it's database freedom and getting like kick started off of your legacy oppressed database environments and into the the purpose built platforms inside of a W s, whether it's micro service's libraries and frameworks that we built for customers to help them start to decompose. Some of those those big, expensive, you know, high technical debt applications that General was talking about into micro service is to containerized to make him run faster in the cloud. So that's, you know, that's where we're leaning in from, Uh, not just with the expertise and the combined resume of hundreds of awesome engagements that we've moved customers to the cloud in and hundreds and hundreds of terabytes that we've moved. But it's it's doing it in a way where the customer knows that they've got a real leader here with them, side by side in the journey. And it doesn't happen in one or two conversations. I mean, this is going on across many different settings and demos and think big sessions like like we were talking about. It takes, it takes some time. >>Yeah, I mean that I think the combined family of Texas one strategy will really be phenomenal for our customers. 48% of the market right now is using AWS cloud and to keep up with that scale of innovation and growth. Just to be able to do that, businesses need eight of US experts and that's who we are. It's in our name our. We have one focus, one strategy and that's eight of us. We are developed based on the same agile, lean leadership principles the eight of us has and with the several competencies that we have. Such a Czar Data and Analytics Machine Learning Dev. Ops Migration Way have a proven track record of not only being the AWS experts but being able to be agile and grow with that same speed that eight of us ours to keep up with the training our teams on that expertise. And I think with tech systems, global footprint and ability to find these amazing talent combined with our skill set, we will be able to create a larger geographical footprint to deliver to our customers in a way that they will not only see our ability to deliver what they're doing but exceed their expectations. >>I imagine the amount of engagement that you're gonna have after an event like this three days you mentioned there after 175 service is that AWS is delivery the volume of announcements. It's incredibly challenging to keep up with that. Plus, there's 2500 sessions. You know, customers can't go to that many. So imagine there's gonna be a lot of leaning on one started Genentech systems to say, Help us deconstruct, deconstruct this digest all the opportunities here. So you guys air. I'm sure going to be very busy after this event. But we thank you for joining John and me today and telling us what you guys were doing individually and collectively together. We appreciate it. Thank you so much for our pleasure. For John. Walls were out. Vegas, baby, this has been the Cube. This is the end of our third day of continuous coverage of lots of stuff going on aws reinvent John. It's been a blast hosting a few segments with you >>as always. >>Nice job. See you next time. >>Thanks for having >>All right. I will see you next time. Thanks for watching
SUMMARY :
Brought to you by Amazon Web service It's the Cube, live from AWS reinvent 19. and you know it's gonna go well beyond the show. that challenge. general store with you give her audience and understanding of one strategy. Born in the cloud, dedicated partner of our Amazon Web service We really pay attention to that term full stack because we cover every facet of the that the preliminary of that elementary looked at you do to assess what their needs are, a really great part program that we partner with eight of us called the eight of US Well-architected Review program, Are you having these conversations with the heads of business? It's now a holistic business approach where you need that alignment in the senior and it really is the process of beginning with those goals those business goals that Jen talked about in framing know that the C suite is there, right? I think a lot of it has to do with the accessibility that AWS Cloud is really bringing What are some of the barriers that AWS and Cloud are have removed so that way could even think back to some of what What John you were talking about? What's the biggest hurdle you gotta get over with down somebody to say, And not just the I t. Guy who could tell you about it. So could you talk to us about one strategy and tech systems coming together tell us a little bit about of that, simplifying it and coming to the table with real accelerators, of not only being the AWS experts but being able to be agile and grow with that same It's been a blast hosting a few segments with you See you next time. I will see you next time.
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Tom Barton, Diamanti | CUBEConversations, August 2019
>> from our studios in the heart of Silicon Valley, Palo Alto, California It is a cute conversation. >> Welcome to this Cube conversation here in Palo Alto, California. At the Cube Studios. I'm John for a host of the Cube. We're here for a company profile coming called De Monte. Here. Tom Barton, CEO. As V M World approaches a lot of stuff is going to be talked about kubernetes applications. Micro Service's will be the top conversation, Certainly in the underlying infrastructure to power that Tom Barton is the CEO of De Monte, which is in that business. Tom, we've known each other for a few years. You've done a lot of great successful ventures. Thehe Monty's new one. Your got on your plate here right now? >> Yes, sir. And I'm happy to be here, so I've been with the Amante GIs for about a year or so. Um, I found out about the company through a head turner. Andi, I have to admit I had not heard of the company before. Um, but I was a huge believer in containers and kubernetes. So has already sold on that. And so I had a friend of mine. His name is Brian Walden. He had done some massive kubernetes cloud based deployments for us at Planet Labs, a company that I was out for a little over three years. So I had him do technical due diligence. Brian was also the number three guy, a core OS, um, and so deeply steeped in all of the core technologies around kubernetes, including things like that CD and other elements of the technology. So he looked at it, came back and gave me two thumbs up. Um, he liked it so much that I then hired him. So he is now our VP of product management. And the the cool thing about the Amanti is essentially were a purpose built solution for running container based workloads in kubernetes on premises and then hooking that in with the cloud. So we believe that's very much gonna be a hybrid cloud world where for the major corporations that we serve Fortune 500 companies like banks like energy and utilities and so forth Ah, lot of their workload will maintain and be maintained on premises. They still want to be cloud compatible. So you need a purpose built platform to sort of manage both environments >> Yeah, we certainly you guys have compelling on radar, but I was really curious to see when you came in and took over at the helm of the CEO. Because your entrepreneurial career really has been unique. You're unique. Executive. Both lost their lands. And as an operator you have an open source and software background. And also you have to come very successful companies and exits there as well as in the hardware side with trackable you took. That company went public. So you got me. It's a unique and open source software, open source and large hardware. Large data center departments at scale, which is essentially the hybrid cloud market right now. So you kind of got the unique. You have seen the view from all the different sides, and I think now more than ever, with Public Cloud certainly being validated. Everyone knows Amazon of your greenfield. You started the cloud, but the reality is hybrid. Cloud is the operating model of the genesis. Next generation of companies drive for the next 20 to 30 years, and this is the biggest conversation. The most important story in tech. You're in the middle of it with a hot start up with a name that probably no one's ever heard of, >> right? We hope to change that. >> Wassily. Why did you join this company? What got your attention? What was the key thing once you dug in there? What was the secret sauce was what Got your attention? Yes. So to >> me again, the market environment. I'm a huge believer that if you look at the history of the last 15 years, we went from an environment that was 0% virtualized too. 95% virtualized with, you know, Vienna based technologies from VM Wear and others. I think that fundamentally, containers in kubernetes are equally as important. They're going to be equally as transformative going forward and how people manage their workloads both on premises and in the clouds. Right? And the fact that all three public cloud providers have anointed kubernetes as the way of the future and the doctor image format and run time as the wave of the future means, you know, good things were gonna happen there. What I thought was unique about the company was for the first time, you know, surprisingly, none of the exit is sick. Senders, um, in companies like Nutanix that have hyper converse solutions. They really didn't have anything that was purpose built for native container support. And so the founders all came from Cisco UCS. They had a lot of familiarity with the underpinnings of hyper converged architectures in the X 86 server landscape and networking, subsistence and storage subsystems. But they wanted to build it using the latest technologies, things like envy and me based Flash. Um, and they wanted to do it with a software stack that was native containers in Kubernetes. And today we support two flavors of that one that's fully open source around upstream kubernetes in another that supports our partner Red hat with open shift. >> I think you're really onto something pretty big here because one of things that day Volonte and Mine's too many men and our team had been looking at is we're calling a cloud to point over the lack of a better word kind of riff on the Web to point out concept. But cloud one daughter was Amazon. Okay, Dev ops agile, Great. Check the box. They move on with life. It's always a great resource, is never gonna stop. But cloud 2.0, is about networking. It's about securities but data. And if you look at all the innovation startups, we'll have one characteristic. They're all playing in this hyper converged hardware meat software stack with data and agility, kind of to make the original Dev ops monocle better. The one daughter which was storage and compute, which were virtualization planes. So So you're seeing that pattern and it's wide ranging at security is data everything else So So that's kind of what we call the Cloud two point game. So if you look at V m World, you look at what's going on the conversations around micro service red. It's an application centric conversation in an infrastructure show. So do you see that same vision? And if so, how do you guys see you enabling the customer at this saying, Hey, you know what? I have all this legacy. I got full scale data centers. I need to go full scale cloud and I need zero and disruption to my developer. Yeah, so >> this is the beauty of containers and kubernetes, which is they know it'll run on the premises they know will run in the cloud, right? Um and it's it is all about micro service is so whether they're trying to adopt them on our database, something like manga TB or Maria de B or Crunchy Post Grey's, whether it's on the operational side to enable sort of more frequent and incremental change, or whether it's on a developer side to take advantage of new ways of developing and delivering APS with C I. C. D. Tools and so forth. It's pretty much what people want to do because it's future proofing your software development effort, right? So there's sort of two streams of demand. One is re factoring legacy applications that are insufficiently kind of granule, arised on, behave and fail in a monolithic way. Um, as well as trying to adopt modern, modern, cloud based native, you know, solutions for things like databases, right? And so that the good news is that customers don't have to re factor everything. There are logical break points in their applications stack where they can say, Okay, maybe I don't have the time and energy and resource is too totally re factor a legacy consumer banking application. But at least I can re factor the data based here and serve up you know container in Kubernetes based service is, as Micro Service's database is, a service to be consumed by. >> They don't need to show the old to bring in the new right. It's used containers in our orchestration, Layla Kubernetes, and still be positioned for whether it's service measures or other things. Floor That piece of the shirt and everything else could run, as is >> right, and there are multiple deployments scenarios. Four containers. You can run containers, bare metal. Most of our customers choose to do that. You can also run containers on top of virtual machines, and you can actually run virtual machines on top of containers. So one of our major media customers actually run Splunk on top of K B M on top of containers. So there's a lot of different deployment scenarios. And really, a lot of the genius of our architecture was to make it easy for people that are coming from traditional virtualized environments to remap system. Resource is from the bm toe to a container at a native level or through Vienna. >> You mentioned the history lesson there around virtualization. How 15 years ago there was no virtualization now, but everything's virtualized we agree with you that containers and compares what is gonna change that game for the next 15 years? But what's it about VM? Where would made them successful was they could add virtualization without requiring code modification, right? And they did it kind of under the covers. And that's a concern Customs have. I have developers out there. They're building stacks. The building code. I got preexisting legacy. They don't really want to change their code, right? Do you guys fit into that narrative? >> We d'oh, right, So every customer makes their own choice about something like that. At the end of the day, I mentioned Splunk. So at the time that we supported this media customer on Splunk, Splunk had not yet provided a container based version for their application. Now they do have that, but at the time they supported K B M, but not native containers and so unmodified Splunk unmodified application. We took them from a batch job that ran for 23 hours down the one hour based on accelerating and on our perfect converged appliance and running unmodified code on unmodified K B m on our gear. Right, So some customers will choose to do that. But there are also other customers, particularly at scale for transaction the intensive applications like databases and messaging and analytics, where they say, You know, we could we could preserve our legacy virtualized infrastructure. But let's try it as a pair a metal container approach. And they they discovered that there's actually some savings from both a business standpoint and a technology tax standpoint or an overhead standpoint. And so, as I mentioned most of our customers, actually really. Deficiencies >> in the match is a great example sticking to the product technology differentiate. What's the big secret sauce describe the product? Why are you winning in accounts? What's the lift in your business right now? You guys were getting some traction from what I'm hearing. Yeah, >> sure. So look at the at the highest level of value Proposition is simplicity. There is no other purpose built, you know, complete hardware software stack that delivers coup bernetti coproduction kubernetes environment up and running in 15 minutes. Right. The X 86 server guys don't really have it. Nutanix doesn't really have it. The software companies that are active in this space don't really have it. So everything that you need that? The hardware platform, the storage infrastructure, the actual distribution of the operating system sent the West, for example. We distribute we actually distributed kubernetes distribution upstream and unmodified. And then, very importantly, in the combinations landscape, you have to have a storage subsystem in a networking subsystem using something called C s I container storage interface in C N I. Container networking interface. So we've got that full stack solution. No one else has that. The second thing is the performance. So we do a certain amount of hardware offload. Um, and I would say, Amazons purchase of Annapurna so Amazon about a company called Annapurna its basis of their nitro technology and its little known. But the reality is more than 50% of all new instances at E. C to our hardware assisted with the technology that they thought were offloaded. Yeah, exactly. So we actually offload storage and network processing via to P C I. D cards that can go into any industry server. Right? So today we ship on until whites, >> your hyper converge containers >> were African verge containers. Yeah, exactly. >> So you're selling a box. We sell a box with software that's the >> with software. But increasingly, our customers are asking us to unbundle it. So not dissimilar from the sort of journey that Nutanix went through. If a customer wants to buy and l will support Del customer wants to buy a Lenovo will support Lenovo and we'll just sell >> it. Or have you unbundled? Yetta, you're on bundling. >> We are actively taking orders for on bundling at the present time in this quarter, we have validated Del and Lenovo as alternate platforms, toothy intel >> and subscription revenue. On that, we >> do not yet. But that's the golden mask >> Titanic struggle with. So, yeah, and then they had to take their medicine. >> They did. But, you know, they had to do that as a public company. We're still a private company, so we can do that outside the limelight of the public >> markets. So, um, I'm expecting that you guys gonna get pretty much, um I won't say picked off, but certainly I think your doors are gonna be knocked on by the big guys. Certainly. Delic Deli and see, for instance, I think it's dirty. And you said yes. You're doing business with del name. See, >> um, we are doing as a channel partner and as an OM partner with them at the present time there, I wouldn't call them a customer. >> How do you look at V M were actually there in the V M, where business impact Gelsinger's on the record. It'll be on the Cube, he said. You know Cu Bernays the dial tone of the Internet, they're investing their doubling down on it. They bought Hep D O for half a billion dollars. They're big and cloud native. We expect to see a V M World tons of cloud Native conversation. Yes, good, bad for you. What's the take? The way >> legitimizes what we're doing right? And so obviously, VM, where is a large and successful company? That kind of, you know, legacy and presence in the data center isn't gonna go anywhere overnight. There's a huge set of tooling an infrastructure that bm where has developed in offers to their customers. But that said, I think they've recognized in their acquisition of Hep Theo is is indicative of the fact that they know that the world's moving this way. I think that at the end of the day, it's gonna be up to the customer right. The customer is going to say, Do I want to run containers inside? Of'em? Do I want to run on bare metal? Um, but importantly, I think because of, you know, the impact of the cloud providers in particular. If you think of the lingua franca of cloud Native, it's gonna be around Dr Image format. It's gonna be around kubernetes. It's not necessarily gonna be around V M, d K and BMX and E s X right. So these are all very good technologies, but I think increasingly, you know, the open standard and open source community >> people kubernetes on switches directly is no. No need, Right. Have anything else there? So I gotta ask you on the customer equation. You mentioned you, you get so you're taking orders. How you guys doing business today? Where you guys winning, given example of of why people while you're winning And then for anyone watching, how would they know if they should be a customer of yours? What's is there like? Is there any smoke signs and signals? Inside the enterprise? They mentioned batch to one hour. That's just music. Just a lot of financial service is used, for instance, you know they have timetables, and whether they're pulling back ups back are doing all the kinds of things. Timing's critical. What's the profile customer? Why would someone call you? What's the situation? The >> profile is heavy duty production requirements to run in both the developer context and an operating contact container in kubernetes based workloads on premises. They're compatible with the cloud right so increasingly are controlled. Plane makes it easy to manage workloads not just on premises but also back and forth to the public cloud. So I would argue that essentially all Fortune 500 companies Global 1000 companies are all wrestling with what's the right way to implement industry standard X 86 based hardware on site that supports containers and kubernetes in his cloud compatible Right? So that that is the number one question then, >> so I can buy a box and or software put it on my data center. Yes, and then have that operate with Amazon? Absolutely. Or Google, >> which is the beauty of the kubernetes standards, right? As long as you are kubernetes certified, which we are, you can develop and run any workload on our gear on the cloud on anyone else that's carbonated certified, etcetera. So you know that there isn't >> given example the workload that would be indicative. >> So Well, I'll cite one customer, Right. So, um, the reason that I feel confident actually saying the name is that they actually sort of went public with us at the recent Gardner conference a week or so ago when the customer is Duke Energy. So very typical trajectory of journey for a customer like this, which is? A couple years ago, they decided that they wanted re factor some legacy applications to make them more resilient to things like hurricanes and weather events and spikes in demand that are associated with that. And so they said, What's the right thing to do? And immediately they pick containers and kubernetes. And then he went out and they looked at five different vendors, and we were the only vendor that got their POC up and running in the required time frame and hit all five use case scenarios that they wanted to do right. So they ended up a re factoring core applications for how they manage power outages using containers and kubernetes, >> a real production were real. Production were developing standout, absolutely in a sandbox, pushing into production, working Absolutely. So you sounds like you guys were positioned to handle any workload. >> We can handle any workload, but I would say that where we shine is things that transaction the intensive because we have the hardware assist in the I o off load for the storage and the networking. You know, the most demanding applications, things like databases, things like analytics, things like messaging, Kafka and so forth are where we're really gonna >> large flow data, absolutely transactional data. >> We have customers that are doing simpler things like C I. C D. Which at the end of the day involves compiling things right and in managing code bases. But so we certainly have customers in less performance intensive applications, but where nobody can really touch us in morning. What I mean is literally sort of 10 to 30 times faster than something that Nutanix could do, for example, is just So >> you're saying you're 30 times faster Nutanix >> absolutely in trans actually intensive applications >> just when you sell a prescription not to dig into this small little bit. But does the customer get the hardware assist on that as well >> it is. To date, we've always bundled everything together. So the customers have automatically got in the heart >> of the finest on the hard on box. Yes. If I buy the software, I got a loaded on a machine. That's right. But that machine Give me the hardware. >> You will not unless you have R two p C I. D. Cards. Right? And so this is how you know we're just in the very early stages of negotiating with companies like Dell to make it easy for them to integrate her to P. C. I. D cards into their server platform. >> So the preferred flagship is the is the device. It's a think if they want the hardware sit, that they still need to software meeting at that intensive. It's right. If they don't need to have 30 times faster than Nutanix, they can just get the software >> right, right. And that will involve RCS. I plug in RCN I plug in our OS distribution are kubernetes distribution, and the control plane that manages kubernetes clusters >> has been great to get the feature on new company, um, give a quick plug for the company. What's your objectives? Were you trying to do. I'll see. Probably hiring. Get some financing, Any news, Any kind of Yeah, we share >> will be. And we will be announcing some news about financing. I'm not prepared to announce that today, but we're in very good shape with respected being funded for our growth. Um, and consequently, so we're now in growth mode. So today we're 55 people. I want to double back over the course of the next 4/4 and increasingly just sort of build out our sales force. Right? We didn't have a big enough sales force in North America. We've gotta establish a beachhead in India. We do have one large commercial banking customer in Europe right now. Um, we also have a large automotive manufacturer in a pack. But, um, you know, the total sales and marketing reach has been too low. And so a huge focus of what I'm doing now is building out our go to market model and, um, sort of 10 Xing the >> standing up, a lot of field going, going to market. How about on the biz, Dev side? I might imagine that you mentioned delicate. Imagine that there's a a large appetite for the hardware offload >> absolution? Absolutely. So something is. Deb boils down to striking partnerships with the cloud providers really on two fronts, both with respect the hardware offload and assist, but also supporting their on premises strategy. So Google, for example, is announced. Antos. This is their approach to supporting, you know, on premises, kubernetes workloads and how they interact with cool cloud. Right. As you can imagine, Microsoft and Amazon also have on premises aspirations and strategies, and we want to support those as well. This goes well beyond something like Amazon Outpost, which is really a narrow use case in point solution for certain markets. So cloud provider partnerships are very important. Exit E six server vendor partnership. They're very important. And then major, I s V. So we've announced some things with red hat. We were at the Red Hat Open summit in Boston a few months ago and announced our open ship project and product. Um, that is now G a. Also working with eyes, he's like Maria de be Mondo di B Splunk and others to >> the solid texting product team. You guys are solid. You feel good on the product. I feel very good about the product. What aboutthe skeptics are out there? Just to put the hard question to use? Man, it's crowded field. How do you gonna compete? What do you chances? How do you like your chances known? That's a very crowded field. You're going to rely on your fastballs, they say. And on the speed, what's the what's What's your thinking? Well, it's unique. >> And so part of the way or approve point that I would cite There is the channel, right? So when you go to the channel and channel is afraid that you're gonna piss off Del or E M. C or Net app or Nutanix or somebody you know, then they're not gonna promote you. But our channel partners air promoting us and talking about companies like Life Boat at the distribution level. Talking about companies like CD W S H. I, um, you know, W W t these these major North American distributors and resellers have basically said, Look, we have to put you in our line car because you're unique. There is no other purpose built >> and why that, like they get more service is around that they wrap service's around it. >> They want to kill the murder where they want to. Wrap service's around it, absolutely, and they want to do migrations from legacy environments towards Micro Service's etcetera. >> Great to have you on share the company update. Just don't get personal. If you don't mind personal perspective. You've been on the hardware side. You've seen the large scale data centers from racquetball and that experience you'll spit on the software side. Open source. What's your take on the industry right now? Because you're seeing, um, I talked a lot of sea cells around the security space and, you know, they all say, Oh, multi clouds a bunch of B s because I'm not going to split my development team between four clouds. I need to have my people building software stacks for my AP eyes, and then I go to the vendors. They support my AP eyes where you can't be a supplier. Now that's on the sea suicide. But the big mega trend is there's software stacks being built inside the premise of the enterprise. Yes, that not mean they had developers before building. You know, Kobol, lapse in the old days, mainframes to client server wraps. But now you're seeing a Renaissance of developers building a stack for the domain specific applications that they need. I think that requires that they have to run on premise hyper scale like environment. What's your take on it >> might take is it's absolutely right. There is more software based innovation going on, so customers are deciding to write their own software in areas where they could differentiate right. They're not gonna do it in areas that they could get commodities solutions from a sass standpoint or from other kinds of on Prem standpoint. But increasingly they are doing software development, but they're all 99% of the time now. They're choosing doctor and containers and kubernetes as the way in which they're going to do that, because it will run either on Prem or in the Cloud. I do think that multi cloud management or a multi multi cloud is not a reality. Are our primary modality that we see our customers chooses tons of on premises? Resource is, that's gonna continue for the foreseeable future one preferred cloud provider, because it's simply too difficult to to do more than one. But at the same time they want an environment that will not allow themselves to be locked into that cloud bender. Right? So they want a potentially experiment with the second public cloud provider, or just make sure that they adhere to standards like kubernetes that are universally shared so that they can't be held hostage. But in practice, people don't. >> Or if they do have a militant side, it might be applications. Like if you're running office 3 65 right, That's Microsoft. It >> could be Yes, exactly. On one >> particular domain specific cloud, but not core cloud. Have a backup use kubernetes as the bridge. Right that you see that. Do you see that? I mean, I would agree with by the way we agreed to you on that. But the question we always ask is, we think you Bernays is gonna be that interoperability layer the way T c p I. P was with an I p Networks where you had this interoperability model. We think that there will be a future state of some point us where I could connect to Google and use that Microsoft and use Amazon. That's right together, but not >> this right. And so nobody's really doing that today, But I believe and we believe that there is, ah, a future world where a vendor neutral vendor, neutral with respect to public cloud providers, can can offer a hybrid cloud control plane that manages and brokers workloads for both production, as well as data protection and disaster recovery across any arbitrary cloud vendor that you want to use. Um, and so it's got to be an independent third party. So you know you're never going to trust Amazon to broker a workload to Google. You're never going to trust Google to broker a workload of Microsoft. So it's not gonna be one of the big three. And if you look at who could it be? It could be VM where pivotal. Now it's getting interesting. Appertaining. Cisco's got an interesting opportunity. Red hats got an interesting opportunity, but there is actually, you know, it's less than the number of companies could be counted on one hand that have the technical capability to develop hybrid cloud abstraction that that spans both on premises and all three. And >> it's super early. Had to peg the inning on this one first inning, obviously first inning really early. >> Yeah, we like our odds, though, because the disruption, the fundamental disruption here is containers and kubernetes and the interest that they're generating and the desire on the part of customers to go to micro service is so a ton of application re factoring in a ton of cloud native application development is going on. And so, you know, with that kind of disruption, you could say >> you're targeting opening application re factoring that needs to run on a cloud operating >> model on premise in public. That's correct. In a sense, dont really brings the cloud to theon premises environment, right? So, for example, we're the only company that has the concept of on premises availability zones. We have synchronous replication where you can have multiple clusters that air synchronously replicated. So if one fails the other one, you have no service disruption or loss of data, even for a state full application, right? So it's cloud like service is that we're bringing on Prem and then providing the links, you know, for both d. R and D P and production workloads to the public Cloud >> block locked Unpack with you guys. You might want to keep track of humaneness. Stateville date. It's a whole nother topic, as stateless data is easy to manage with AP Eyes and Service's wouldn't GET state. That's when it gets interesting. Com Part in the CEO. The new chief executive officer. Demonte Day How long you guys been around before you took over? >> About five years. Four years before me about been on board about a year. >> I'm looking forward to tracking your progress. We'll see ya next week and seven of'em Real Tom Barton, Sea of de Amante Here inside the Cube Hot startup. I'm John Ferrier. >> Thanks for watching.
SUMMARY :
from our studios in the heart of Silicon Valley, Palo Alto, power that Tom Barton is the CEO of De Monte, which is in that business. And the the cool thing about the Amanti is essentially Next generation of companies drive for the next 20 to 30 years, and this is the biggest conversation. We hope to change that. What was the key thing once you dug I'm a huge believer that if you look at the history of the last 15 years, So if you look at V m World, But at least I can re factor the data based here and serve up you know Floor That piece of the shirt and everything else could run, as is And really, a lot of the genius of our architecture was to make it easy now, but everything's virtualized we agree with you that containers and compares what is gonna So at the time that we supported this media customer on Splunk, in the match is a great example sticking to the product technology differentiate. So everything that you need Yeah, exactly. So you're selling a box. from the sort of journey that Nutanix went through. it. Or have you unbundled? On that, we But that's the golden mask So, yeah, and then they had to take their medicine. But, you know, they had to do that as a public company. And you said yes. um, we are doing as a channel partner and as an OM partner with them at the present time there, How do you look at V M were actually there in the V M, where business impact Gelsinger's on the record. Um, but importantly, I think because of, you know, the impact of the cloud providers in particular. So I gotta ask you on the customer equation. So that that is the number one question Yes, and then have that operate with Amazon? So you know that there isn't saying the name is that they actually sort of went public with us at the recent Gardner conference a So you sounds like you guys were positioned to handle any workload. the most demanding applications, things like databases, things like analytics, We have customers that are doing simpler things like C I. C D. Which at the end of the day involves compiling But does the customer get the hardware assist So the customers have automatically got in the heart But that machine Give me the hardware. And so this is how you know we're just in the very early So the preferred flagship is the is the device. are kubernetes distribution, and the control plane that manages kubernetes clusters give a quick plug for the company. But, um, you know, the total sales and marketing reach has been too low. I might imagine that you mentioned delicate. This is their approach to supporting, you know, on premises, kubernetes workloads And on the speed, what's the what's What's your thinking? And so part of the way or approve point that I would cite There is the channel, right? They want to kill the murder where they want to. Great to have you on share the company update. But at the same time they want an environment that will not allow themselves to be locked into that cloud Or if they do have a militant side, it might be applications. On one But the question we always ask is, we think you Bernays is gonna be that interoperability layer the of companies could be counted on one hand that have the technical capability to develop hybrid Had to peg the inning on this one first inning, obviously first inning really And so, you know, with that kind of disruption, So if one fails the other one, you have no service disruption or loss of data, block locked Unpack with you guys. Four years before me about been on board about a year. Sea of de Amante Here inside the Cube Hot startup.
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Mark Ryland, AWS | AWS:Inforce 20190
>> live from Boston, Massachusetts. It's the Cube covering A W s reinforce 2019 brought to you by Amazon Web service is and its ecosystem partners. >> Okay, welcome back. Everyone's two cubes Live coverage here in Boston, Massachusetts, for AWS reinforce. This is Amazon Web services Inaugural conference around Cloud security There first of what? Looks like we'll be more focused events around deep dive security to reinvent for security. But not no one's actually saying that. But it's not a summit. It's ah, branded event Reinforce. We're hearing Mark Ryland off director Office of the Sea. So at eight of us, thanks for coming back. Good to see you keep alumni. Yeah, I'm staying here before It's fun. Wait A great Shadow 80 Bucks summit in New York City Last year we talked about some of the same issues, but now you have a dedicated conference here on the feedback from the sea. So as we've talked to and the partners in the ecosystem is, it's great to have an event where they go deep dives on some of the key things that are really, really important to security. Absolutely. This is really kind of a vibe that how reinvents started, right? So reinventing was a similar thing for commercial. You're deep, not easy to us. Three here, deeper on Amazon. But with security. Yeah, security lens on some of the same issues. One thing that happened >> and kind of signal to us that we needed an event like this over the years with reinvent was consistently over the years, the security and compliance track became one of the most important tracks that was oversubscribed in overflow rooms and like, Hey, there's a signal here, right? And so, but at the same time, we wanted to be able to reach on audience. Maybe they wouldn't go to reinvent because they thought I'd say It's all the crazy Dale Ops guys were doing this cloud thing. But now, of course, they're getting the strong message in their security organizations like, Hey, we're doing cloud. Or maybe as a professional, I need to really get smart about this stuff. So it's been a nice transition from still a lot of the same people, but definitely the different crowd that's coming here and was a cross pollination between multiple and I was >> just at Public sector summit. They about cyber security from a national defense and intelligence standpoint. Obviously, threesome Carlson leads That team you got on the commercial side comes like Splunk who our data and they get into cyber. So you started to see kind of the intersection of all the kind of Amazon ecosystems kind of coming around security, where it's now part of its horizontal. It's not just these are the security vendors and partners writes pretty much everyone's kind of becoming native into thinking about security and the benefits that you guys have talk about that what Amazon has to have a framework, a posture. Yeah, they call it shared responsibility. But I get that you're sharing this with the ecosystem. Makes sense. Yeah, talk about the Amazon Web service is posture for this new security >> world. Well, the new security world is if you look at like a typical security framework like Mist 853 120 50 controls all these different things you need to worry about if you're a security professional. And so what eight obvious able to do is say, look, there's a whole bunch of these that we can take care of on your behalf. There's some that we'll do some things and you got to do some things and there's some There's still your responsibility, but we'll try to make it easy for you to do those parts. So right off the bat we can get a lot of wins from just hey, there's a lot of things will just take care of. And you could essentially delegate to us. And for the what remain, You'll take your expertise and you'll re focus it on more like applications security. There still may be some operating systems or whatever. If using virtual machine service, you still have to think about that. But even there, we'll use we have systems Manager will make it easy to do patch management, updating, et cetera. And if you're willing to go all the way to is like a lambda or some kind of a platform capability, make it super easy because all you gotta do is make sure your code is good and we'll take care of all the infrastructure automatically on your behalf so that share responsibility remains. There's a lot of things you still need to be careful about and do well, but your experts can refocus. They could be very you know like it's just a lot less to worry about it. So it's really a message for howto raise the bar for the whole community, but yet still have >> that stays online with the baby value properties, which is, you know, build stuff, ship fast, lower prices. I mazon ethos in general. But when you think about the core A. W. S what made it so great Waas you can reduce the provisioning of resource is to get something up and running. And I think that's what I'm taking away from the security peace you could say. We know Amazon Web service is really well, and we're gonna do these things. You could do that so us on them and then parts to innovate. So I get that. That's good. The other trend I want to get your reaction to is comments we've had on the Cube with si SOS and customers is a trend towards building in house coding security. Your point about Lambda some cool things air being enabled through a B s. There's a real trend of big large companies with security teams just saying, Hey, you know what? I wanna optimize my talent to code and be security focused on use cases that they care about. So you know, Andy Jazz talks about builders. You guys are about builders you got cos your customers building absolutely. Yet they don't want Tonto, but they are becoming security. So you have a builder mindset going on in the big enterprises. >> Yes, talk about that dynamic. That's a That's a really important trend. And we see that even in security organizations which historically were full of experts but not full of engineers and people that could write code. And what we're seeing now is people say, Look, I have all this expertise, but I also see that with a software defined the infrastructure and everything's in a P I. If I pair up in engineering team with a security professional team, then well, how good things will happen because the security specials will say, Gosh, I do this repetitive task all the time. Can you write code to do that like, Yeah, we can write code to do that. So now I can focus on things that require judgment instead of just more rep repetitive. So So there's a really nice synergy there, and our security customers are becoming builders as well, and they're codifying if you moment expression in code, a policy that used to be in a document. And now they write code this as well. If that policy is whatever password length or how often we rode a credentials, whatever the policy is where Icho to ensure that that actually happening. So it's a real nice confluence of security expertise with the engineering, and they're not building the full stack >> themselves. This becomes again Aki Agility piece I had one customer on was an SMS business. They imported to eight of US Cloud with three engineers, and they wrote all the Kuban aged code themselves. They could have used, you know, other things, but they wanted to make sure it's stable so they could bring in some suppliers that could add value. So, again, this is new. Used to be this way back in the old days, in House developers build the abs on the mainframe, build the APS on the mini computers and then on I went to outsourcing, so we're kind of back. The insourcing is the big trend now, >> right in with the smaller engineering team, I can do a lot that used to require so many more people with a big waterfall method and long term projects. And now I take all these powerful building blocks and put an engineering team five people or what we would call it to pizza team five or six people off to the side, given 34 weeks, and they can generate a really cool system that would have required months and not years before. So that's a big trend, and it applies across the board, including two security. >> I think there's a sea change, and I think it's clear what I like about this show is this cloud security. But it's also they have the on premises conversation, Mrs Legacy applications that have been secured and or need to be secured as they evolve. And then you got cloud native and all these things together where security has to be built in. Yeah, this is a key theme, so I want to get your thoughts on this notion of built in security from Day one. What's your what's your view on this? And how should customers start thinking >> about it? And >> what did you guys bringing to the table? Well, I think that's just a general say maturation that goes on in the industry, >> whether it's cloud or on Prem is that people realize that the old methods we used to use like, Hey, I'm gonna build a nap And then I'm gonna hand it to the security team and they're gonna put firewalls around it That's not really gonna have a good result. So security by design, having security is equal co aspect of If I'm getting doing an architecture, I look a performance. I look, it cost. I look at security. It's just part of my system designed. I don't think of it as like a bolt on afterwards, so that leads to things like, you know, Secure Dev ops and kind of integration teams through. This could be happening on premises to it's just part of I T. Modernization. But Cloud is clearly a driver as well, and cloud makes it easier because it's all programmable. So things that are still manual on premises, you can do in a more automated getting into a lot of conversations here under the covers, A lot of under the hood conversations here around >> security BC to one of the most popular service is you guys have obviously compute a big part of the mission Land, another of the feature VPC traffic flows, where mirroring was a big announcement. Like we talked about that a lot of talking about the E c two nitro. You gave a talk on that. Did you just unpacked it a little bit because this has been nuanced out there. It's out there people are interested in. What's that talk about inscription is, is in a popular conversation taking minutes? Explain your talk. Sure, So we've talked for now a year and 1/2 >> about how we've essentially rien. Imagine reinvented our virtual machine architecture, too. Go from a primarily soft defined system where you have a mainboard with memory and intel processor and all that kind of a coup treatments of a standard server. And then your virtual ization layer would run a full copy of an operating system, which we call a Dom zero privileged OS that would mediate access between the guest OS is in this and the outside world because it would maintain the device model like how do I talk to a network card? How I talked to a storage device. I talked through the hyper visor, but through also a dom zero Ah, copy of Lennox. A copy of Windows to do all that I owe. So what we just did over the past few years, we begin to take all the things we're running inside that privileged OS and move that into dedicated hardware software, harbor combination where we now have components we call nitro components their actual separate little computers that do dbs processing. They do vpc processing they do instance, storage. So at this point now, we've taken all of the components of that damn zero. We've moved it out into these You could call Cho processors. I almost think of them is like the Nitro controllers. The main processor and the Intel motherboard is a co processor where customer workloads run because the trust now is in these external all systems. And when you go to talk to the outside world from easy to now you're talking through these very trusted, very powerful co processors that do encryption. They do identity management for you. They do a lot of work that's off the main processor, but we can accelerate it. We could be more assured that it's trustworthy. It can it can protect itself from potential types of hacks that might have been exposed if that, say, an encryption key was in the and the main motherboard. Now it's not so it's a long story until one hour version and doing three minutes now. But overall we feel that we built a trustworthy system for virtual. What was the title of talk so people can find it online? So I was just called the night to architecture security implications of the night to architecture. So it's taking information that we had out there. But we're like highlighting the fact that if you're a security professional, you're gonna really like the fact that this system has it has no damn zero. It has no shell. You can't log into the system as a human being. It's impossible to log in. It's all software to find suffer driven, and all the encryption features air in these co processors so we can do like full line made encryption of 100 gigabits of network traffic. It's all encrypted like that's never been done before. Really, in the history of computing, what's the benefit of nitro architectural? Simply not shelter. More trust built into it a trusted root. That's not the main board encryption, off load and more isolation. Because even if I somehow we're toe managed to the impossible combination of facts to get sort of like ownership of that main board, I still don't have access to the outside world. From there, I have to go through a whole another layer of very secure software that mediates between the inner world of where customer were close run and the outside world where the actual cloud is. So it's just a bunch of layers that make things more secure, >> and I'm sure Outpost will have that as well. Can you waste on that? Seem to me to hear about that. Okay, Encryption, encrypt everything. Is it philosophy we heard in the keynote? You also talked about that as well. Um, encrypting traffic on the hour. I didn't talk about what that means. What was talked to you? What's the big conversation around? Encryption within a. W s just inside and outside. What's the main story there? >> There's a lot of pieces to the pie, but a big one that we were talking about this week is a pretty long term project we call Project lever. It was actually named after a ah female cryptographer. Eventually Park team that was help. You know, one of the major factors, including World War Two, are these mathematicians and cryptographers. So we we wanted to do a big scale encryption project. We had a very large scale network and we had, you know, all the features you normally have, but we wanted to make it so that we really encrypted everything when it was outside of our physical control. So we done that took a long time. Huge investment, really exciting now going forward, everything we build. So any time data that customers give to us or have traffic between regions between instances within the same region outside reaches, whenever that traffic leaves our physical control so kind of our building boundaries or gates and guards and going down the street on a fiber optic to another data center, maybe not far away or going inter continent intercontinental links are going sub oceanic links all those links. Now we encrypt all the traffic all the time. >> And what's the benefit of that? So the benefit of that is there. Still, you know, it's it's obscure, >> but there is a threat model where, you know, governments have special submarines that are known to exist that go in, sniff those transoceanic links. And potentially a bad guy could somehow get into one of those network junction points or whatever. Inspect traffic. It's not, I would say, a high risk, but it's possible now. That's a whole nother level of phishing attacks. Phishing attack, submarine You're highly motivated to sniff that line couldn't resist U. S. O. So that's now so people could feel comfortable that that protection exists and even things like here's a kind of a little bit of scare example. But we have customers that say, Look, I'm a European customer and I have a very strong sense of regional reality. I wanna be inside the European community with all my data, etcetera, and you know, what about Brexit? So now I've got all this traffic going through. A very large Internet peering point in London in London won't be part of Europe anymore according to kind of legal norms. So what are you doing in that case? Unless they Well, how about this? How about if yes, the packets are moving through London, but they're always encrypted all the time. Does that make you feel good? Yeah, that makes me feel good. I mean, I so my my notion of work as extra territorial extra additional congee modified to accept the fact that hey, if it's just cipher text, it's not quite the same as unscripted. >> People don't really like. The idea of encrypted traffic. I mean, just makes a lot of sense. Why would absolutely Why wouldn't you want to do that right now? Final question At this event, a lot of attendee high, high, high caliber people on the spectrum is from biz dab People building out the ecosystem Thio Hardcore check. He's looking under the hood to see SOS, who oversee the regime's within companies, either with the C i O or whatever had that was formed and every couple is different. But there's a lot of si SOS here to information security officers. You are in the office of the Chief Security Information officer. So what is the conversations they're having? Because we're hearing a lot of Dev ops like conversations in the security bat with a pretty backdrop about not just chest undead, but hack a phone's getting new stuff built and then moving into production operations. Little Deb's sec up So these kinds of things, we're all kind of coming together. What are you hearing from those customers inside Amazon? Because I know you guys a customer driven in the customers in the sea SOS as your customer. What are they saying? What are they asking for? So see, so's our first getting their own minds around >> this big technical transformations that are happening on dhe. They're thinking about risk management and compliance and things that they're responsible for. They've got a report to a board or a board committee say, Hey, we're doing things according to the norms of our industry or the regulated industries that we sit in. So they're building the knowledge base and the expertise and the teams that can translate from this sort of modern dev ops e thing to these more traditional frameworks like, Hey, I've got this oversight by the Securities Exchange Commission or by the banking regulators, or what have you and we have to be able to explain to them why our security posture not only is maintained, it in some ways improved in these in this new world. So they're they're challenge now is both developing their own understanding, which I think they're doing a good job at, but also kind of building this the muscle of the strength. The terminology translate between these new technologies, new worlds and more traditional frameworks that they sit within and people who give oversight over them. So you gotta risk. So there's risk committees on boards of these large publics organizations, and the risk committees don't know a lot about cloud computing. So s O they're part of what they do now is they do that translation function and they can say, Look, I've I've got assurance is based on my work that I do in the technology and my compliance frameworks that I could meet the risk profiles that we've traditionally met in other ways with this new technology. So it's it's a pretty interesting >> had translations with the C I A. Certainly in public sector, those security oriented companies, a cz well, as the other trend, they're gonna educate the boards and they're secure and not get hacked the obsolete. And then there's the innovation side of it. Yeah, we actually gotta build out. Yes. This is what we just talked about a big change for our C says. That we talk to and work with all the time is that hey, we're in engineering community now. We didn't used to write a lot of code, and now we do. We're getting strong in that way. Or else we're parting very closely with an engineering team who has dedicated teams that support our security requirements and build the tools. We need to know that things are going well from our perspective. So that's a really cool, I think, changing that. I think that is probably one >> of my favorite trends that I see because he really shows the criticality of security was pretty much all critically, only act. But having that code coding focus really shows that they're building in house use case that they care about and the fact that I can now get native network traffic. Yeah, and you guys are exposing new sets of service is with land and other things >> over the top. >> It just makes for a good environment to do these clouds. Security things. That seems to be the show >> in a nutshell. Yeah, I think that's one of the nice thing about this show. Is It's a very positive energy here. It's not like the fear and scary stuff sometimes hear it. Security conference is like a the sky's falling by my product kind of thing Here. It's much more of a collaborative like, Hey, we got some serious challenges. There's some bad guys out there. They're gonna come after us. But as a community using new tooling, new techniques, modern approaches, modernization generally like let's get rid of a lot of these crusty old systems we've never updated for 10 or 20 years. It's a positive energy, which is really exciting. Good Mark, get your insights out. So this is your wheelhouse Show. Congratulations. >> You got to ask you the question. Just take your see. So Amazon had off just as an industry participant riding this way, being involved in it. What is the most important story that needs to be told in the press? In the media that should be told what's as important. Either it's being told it, then should be amplified or not being told and be written out. What's the What's the top story? I don't think that even after all this time that you know when people >> hear public cloud computing. They still have this kind of instinctive reaction like, Oh, that sounds kind of scary or a little bit risky and, you know, way need to get to the point where those words don't elicit some sense of risk in people's minds, but rather elicit like, Oh, cool, that's gonna help me be secure instead of being a challenge. Now that's a journey, and people have to get there, and our customers who go deep, very consistently, say, And I'm sure you've had them say to you, Hey, I feel more confident in my cloud based security. Then I do my own premises security. But that's still not the kind of the initial reaction. And so were we still have a ways, a fear based mentality. Too much more >> of a >> Yeah. Modernization base like this is the modern way to get the results in the outcomes I want, and cloud is a part of that, and it doesn't not only doesn't scare me, I want to go there because it's gonna take a community as well. Yeah, Mark, thanks so much for coming back on the greatest. Be hearing great Mark Mark Riley, direct of the office of the chief information security at Amazon Web services here, sharing his inside, extracting the signal. But the top stories and most important things >> being being >> said and discussed and executed here, it reinforced on the Cube. Thanks for watching. We'll be right back with more after this short break.
SUMMARY :
A W s reinforce 2019 brought to you by Amazon Web service is Good to see you keep alumni. and kind of signal to us that we needed an event like this over the years with reinvent was consistently So you started to see kind of the intersection of all the kind of Amazon So right off the bat we can get a lot of wins from just hey, there's a lot of things will just take care And I think that's what I'm taking away from the security peace you could say. and our security customers are becoming builders as well, and they're codifying if you They could have used, you know, other things, but they wanted to make sure it's stable so they could bring the side, given 34 weeks, and they can generate a really cool system that would have required months and not years And then you got cloud native and all these things together where security has to be built in. I don't think of it as like a bolt on afterwards, so that leads to things like, security BC to one of the most popular service is you guys have obviously compute a So it's just a bunch of layers that make things more secure, What's the main story there? There's a lot of pieces to the pie, but a big one that we were talking about this week is a pretty long So the benefit of that is there. So what are you doing in that case? Because I know you guys a customer driven in the customers in the sea SOS as your customer. So you gotta risk. that support our security requirements and build the tools. Yeah, and you guys are exposing new sets of service is with land That seems to be the show So this is your wheelhouse Show. What is the most important story that needs to be Oh, that sounds kind of scary or a little bit risky and, you know, way need to get to the point Be hearing great Mark Mark Riley, direct of the office of the chief information security at said and discussed and executed here, it reinforced on the Cube.
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Sudhir Srinivasan, Dell EMC | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering Del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to Del Technologies, World twenty nineteen here in Las Vegas. I'm Stew Minutemen with my co host, Dave Volonte, talking multi cloud talking about Del Technologies and all the pieces of the environment. And we're gonna drill in some to some of the storage environment. Happy to welcome back to the program. Ah, Sudhir Vossen, Who's the senior vice president and CEO of the storage division of Delhi? Emcee, Sit here. Thanks so much for joining us. >> Thanks. Thanks for having me, Stew. >> All right, So, as I said, day one lot of the vision Digital transformation multi cloud with such an Adele up on stage. Got a little bit about today. Got back into the products, everything, you know, such a broad portfolio, everything from the latter tattooed, you know, business devices through Of course, many updates on the storage world Been digging in with the number your team gives little flavor as Teo, You know what you've been working on? You know, I know. As a CEO, you can't have a favorite family but in the family. But some of the things you and the team were really proud of to unveil >> Absolutely thanks. It's been a big day as well, and I would say a big year for us. So we, uh, we've shown incredible growth in our business in the last four quarters, taking share every four for every one of those four quarters. Just a phenomenal year. A lot of that has to do with just the strength of the portfolio. Have been investing a lot in innovation in the portfolio. So, uh, I think the biggest one today that I'm really proud of is the unity launch. Think it's, uh, it's a long time coming. We've been working on it for quite a while. The the amount of performance that is going to deliver while also delivering incredible storage efficiency data reduction. That's a huge, a huge boost. But what way haven't spent a whole lot of time talking about from a technology point of view as a Ziggy. What's cool about unity? X TV that you may not have heard a lot about is that it actually is using machine >> learning inside. So last year we lost the power Max that had machine learning inside for making all these real time decisions were taking that across the family and unity >> x t uses. Was she learning in order to actually do deliver that data reduction that we just talked about? The five to one data reduction. And what's why that school is Because, you know, we've had products that do data reduction with brute force where they use a lot of memory. You can't do that in a mid range part because that kicks you out of the cost profile. So we use machine learning, tio take advantage of a little amount of memory, but they still not compromise on the data reduction. >> Yeah, actually, I had to cover they should day talking about power, Max. We made a big deal about what was happening internally as well as what does that mean for the customers and the decisions that they don't have to make you know, in our industry, we've talked about intelligence and, you know, automation in storage for decades. So yeah, and then the mid range. What does that mean? What? What will be different from customers for as they roll out thie X t product line. So >> I think it's simplicity. It's just he's a fuse. We talk about zero touch in this case, this this fewer knobs and dials. You actually don't have to do a lot of tuning at all out of the box. It'LL will serve the majority of the use cases and the requirements. You still have the option if you want to go in. If you're sort of the black, no type and you want to do, uh, customize it to your own needs. You could do that. But that sort of this journey we're on is way. Call this the autonomous or self driving story, so a lot of people are talking about it. We're actually doing it across the portfolio, and it's actually coupled with two parts are coupled with another part. There's intelligence in Unity, Eckstine and Power Max. But there's also intelligence and cloud I. Q, which is our global Blake brain in the Cloud way, saw that on stage today as well, where it's doing long term analytics deeper, learning across longer time rises to help you manage the system without really much effort. >> So couple follow ups, if I may, on the on the data reduction front. Sounds like that's a new innovation. You guys develop come from scratch. Yeah. Um, you bringing it across the portfolio, or is it sort of obviously unity extra? Today it is. The technology apply to other potentially >> absolutely does. And in fact, that's Ah, that's something we're doing across the board from last year to this year. You you've seen with become one storage team, and there's a lot of technology views going on now inside the inside the portfolio. Things that we're doing in unstructured, for example, are we're looking at applying it into other parts of the portfolio. Data reduction is obviously one of the key ones. It's it's the first example that people think off, so we're definitely looking at that. But I'LL also say is from a technology point of view, we're changing the way software is built. We're not building it as monolithic within micro code anymore. It's containerized assets that we can embed in different products >> and then, in terms of the autonomous storage piece, you know, go roll back five, ten years ago, cheering, you know you had and you had a lot of knobs to turn and and that was always featured as an advantage because people wanted to play with it. What you're talking about today is a Zen environment that's much more complex and talk about Maur. What autonomous storages is it? Hands off on great >> questions. So we have this, this internal Carter almost of most. Joke, we call it. You know, we're talking my self driving cars. Surely we can build a self driving storage >> system. Why now, Right? It's it's It's kind of a shame that we're not doing that, but I would say it's four steps just like you have four levels of autonomy and self driving cars. If you follow that level five, I think, is the is the ultimate polio zero fully autonomous way. We'LL never get there, but similarly in storage, I break it up into four parts. One is it's got to be application aware you're not dealing with lungs and file systems and raid groups anymore you're dealing with. This is my application. That's how the human or the user interacts with it. That's easy. Relatively easy. Second element >> really took fifty years. Okay, good >> second, second element is is sort of self awareness are actually actually before. That is policy based. So if you're driving a car, you're not telling the car which which route you want to take. You want to say, I want to take the fastest route or I want to take the scenic route. That's it. And the car needs to figure out what that is. So that's policy based. I want to optimize for Leighton. See performance level. Third element is self awareness, which is story. System needs to know where it's operating in its comfort zone is that close to the edge is going to drive off the cliff. Is it gonna exit the lane to use the car analogies, right? He's You know how far away it is from the car ahead. That's also that's the stuff that we're now releasing with Bara Max and what we're doing. Immunity. That's where we using learning to figure out how close to the operating edge system itself. It's once you have that, then you can start optimizing self healing. >> That's a level four, and that self awareness. So you've got you've got decades of data. Were you able to leverage that data? Or is that is that not a cz much you. So you have >> absolutely the case. Okay, that's that's the key differentiator. Actually, thanks for bringing it up because there's a lot of washing going on. Right is everybody says that about you, but the eyes, one thing you can't just deliver develop over way have used all of the decades of dial home data we've been working on with she learning technologies for the last five years. I would say, at least so were those models are being trained with the dial home data and cloud, like you is doing that on a daily basis. Now, >> why now in two thousand nineteen? Severe is that we at the point where this has become reality is a compute power. Is that the amount of data? Just better algorithms. It's Do you >> think you nailed it? Those two things, it's It's first and foremost compute power. But also I think, uh, algorithms they they're they're much more sophisticated now. And they were well understood what algorithms to use for what types of problems. I think there was initial thirty years ago. There was like, uber intelligence. That was a very ambitious goal, I would say, even today, that's not reality. while we're succeeding is we're applying it to very focused problems, just like in the rest of the industry. Were playing through focus problems that we can't solve and then broadening our effort >> had to be clear. This is this is meta data. It's not customer data utilizing obviously across the portfolio. >> No way. We're looking at things like how much CPU it's using. How much memories? Using what? How's the Leighton Sea varying over time, how far it is away, this from its service level. Things like >> you're still just another advantage of being old. Yeah, so you talked >> about that's metadata. But what one of things we talk about is when you talk about digital transformation, it's customers become data driven, right? So wave covered this year, this the tenth year we've been at this show. In the early days it was storage and oh, my gosh, my growth of data and I can't take care of it. Big data was the bit flip of turned that from a challenge to I should be able to turn that into an opportunity city. And the next wave of a I is I should be able to monetize that run my business and the data is one of the most valuable things we have bring us inside. You know how that shift in thinking in data is impacting storage architectures and how you work with customers. >> That's awesome. Great questions. O Data Capital is the big thing around. You've heard that today as well. Wear definitely sort of growing. Going beyond thinking of ourselves as a storage division to a data division. And I'm locking the data capital. I'd say there's several elements wonders building the best storage fore fore data applications, especially I and M L. So I think our unstructured products clearly are leading the charge of this. We've got the machine learning solution with Isil on. It's a perfect fit for that kind of application that's here and now already using a GPU Technologies in conjunction with our scale, our architectures critical. But going beyond we're looking at doesn't make sense for some of these data crunching applications to be closer to the storage layer, you know, thinking meet similar to what hyper converse is done for general computer. Is that a thing that would that would really unlock the data capital? We think that's a lot of potentials. So >> and I'm glad you brought that up because you know, when the storage geeks, you know, talk about envy me, envy me over fabric and storage class memory. Explain how that fits into what you were talking about, and not just the next, you know, major wave of, you know, a tool inside the infrastructure >> train. So I think so. Storage. Envy me. Envy me over fabric was part one off a two part story, as is your You know that that allowed us to get that super Lolita C high speed connection from application to storage with the data. But the data devices themselves were still very flash is great prepared TV, but they're talking single microsecond type of sub microsecond applications that need that kind of leniency. And that's where storage last memory comes in. Right? So we're finally getting to that point where the storage devices are in operating in that ten microsecond range, which will start to really get us to back if we can get those things go located close by unlocks a lot of things. And the beauty of envy me over fabric is that it can give you the sense of being closed by without actually physically being close by. So you could still be disaggregated, and that opens up a whole lot of architectural options >> can fall. Question on storage class memory The skeptics would say. It's just way too expensive and you're not going to get the volume of flash that you get with these. Uh, what do you What do you think? >> That's what they said about Flash dude in there, >> last one in tow. Consumer devices, not you're on this scale. Bring the price down. >> Maybe maybe before iPhones. They said that, but iPhone was the catalyst. Eyes. They're a consumer analog for storage, club consumer >> and long. I think that's fair, but I think there will be volume to drive it down. However, I will say it's a fair point. I think that with actual magic lies and combining superfast, perhaps expensive storage last memory with cheaper flash storage, and so you almost have a hybrid solution again. So the old hybrid becomes you hybrids back in such >> fashion, even with solid state, >> the storage pyramid lives Exactly way. >> Think that's going to be the killer combination? >> All right, so sit here. Can't let you go without. Give us a little bit of a look, for we talked about where we are. Talk about some of the journeys that were there. So it's our tenth year here at the show. Come back for your eleven, you know, How do you foresee the industry maturing and moving forward? >> I think for your eleven, the big things we're going to see is Cloud Two things I would say one is CL Cloud and the other is software to find. I think those are the two that are going to be big news next year. >> We're seeing some sneak previews of that this year with the cloud announcements we made you'LL see a lot more of that next year from from the storage side, both in be part of the Delta Clock Technologies Cloud Platform but also cloud enabling our storage arrays across all the all public clouds. And then the second part is software defined. I think that's really the next way. So, as I said, we are a long journey internally. We've already been on it where were transforming our internal storage assets to be more software centric, and you'LL start to see some of that All right, well, >> sit here. Really appreciate you helping us geek out on, dig into, You know, a lot of the pieces here at Del Technology World twenty nineteen. Thank you. Alright. For David Dante, I'm stew minimum, and this is the end of two days of water wall coverage. We're coming back for one more. And as always, check out the cute dot net for all the videos. Silicon angle dot com For all the articles. Wiki bond dot com For all of the in depth analysis Hit up, Dave myself, John furry in the whole team were available on social media channels and, as always, thank you for watching the cue.
SUMMARY :
Brought to you by Del Technologies and CEO of the storage division of Delhi? Thanks for having me, Stew. But some of the things you and the team were really proud of to unveil A lot of that has to do with just the strength of the portfolio. So last year we lost the power Max that had machine learning inside for You can't do that in a mid range part because that kicks you out of the cost don't have to make you know, in our industry, we've talked about intelligence and, You still have the option if you want to go in. you bringing it across the portfolio, or is it sort of obviously unity extra? It's it's the first example that people think off, so we're definitely looking at that. and then, in terms of the autonomous storage piece, you know, go roll back five, So we have this, this internal Carter almost of most. how the human or the user interacts with it. really took fifty years. And the car needs to figure out what that is. So you have Okay, that's that's the key differentiator. Is that the amount of data? just like in the rest of the industry. obviously across the portfolio. How's the Leighton Sea varying over time, how far it is away, Yeah, so you talked And the next wave of a I is I should be able We've got the machine learning solution with Isil on. and I'm glad you brought that up because you know, when the storage geeks, you know, talk about envy me, that it can give you the sense of being closed by without actually physically being close by. Uh, what do you What do you think? Bring the price down. They're a consumer analog for storage, club consumer So the old hybrid becomes Talk about some of the journeys that were there. Cloud and the other is software to find. the cloud announcements we made you'LL see a lot more of that next year from from the storage side, And as always, check out the cute dot net for all the videos.
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Varun Chhabra, Dell EMC & Muneyb Minhazuddin, VMware | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Welcome back to the cubes Live coverage of Del World Technologies Here in Las Vegas. I'm your host, Rebecca Night, along with my co host Stew Minutemen. We have two guests on the seven, both both Cube veterans. So we have Varun Cabra. He is the VP product Marketing Cloud Delhi Emcee and Moeneeb unit. Minute Soudan VP Solutions Product marketing at VM. Where. Thank you so much for coming on the show. >> Thanks for having >> thanks for having us. So we just had the keynote address we heard from Michael Dell Satya Nadella Pack Girl Singer It's a real who's who of this of this ecosystem. Break it down for us. What? What did we hear? What is what is sort of the most exciting thing from your perspective? >> So, Rebecca, what? What we hear from customers again and again is it's a multi cloud world, right? Everybody has multiple cloud deployments, but we saw that mentioned five on average cloud architectures in customer environments and what we keep hearing from them is they There are operational silos that developed as part of the to set the fellas that are different. The machine formats. All of these things just lied a lot of lead to a lot of operational silos in complexity, and the customers are overwhelming or willingly asking William C. As well as being Where is that? How do we reduce this complexity? How do we we'll be able to move, were close together? How do we manage all of this in a common framework and reduce some of the complexity? So there's really they could take advantage off the promise of Monte Club. >> Yeah, so many. The Cube goes to all the big industry shows. I feel like everywhere I go used to be, you know, it's like intel and in video, up on stage for the next generation. Well, for the last year, it felt like, you know, patent Sanjay, or, you know, somebody like that, you know, up on stage with Google Cloud of a couple of years ago, there was Sanjay up on St Come here. They're searching Adela up on stage. So let's talk about that public cloud piece China. We know you know the relationship with a wsbn were clad in a ws sent ripples through the industry on you know, the guru cloud piece. So tell us what's new and different peace when it comes to come up to public clouded. How does that fit with in relation to all the other clouds? >> Sure, no, I'll amplify. You know what Aaron said, Right? We think about customer choice first. Andrea Lee, customer choice. As you know, you got multiple cloud providers. We've seen customers make this choice off. I need to make this, you know, a multi cloud world. Why're they going towards the multi clothing world? It's because applications air going there on really well, where strategy has bean to say, How do we empower customers without choice? Are you know, eight of us partnership is as strong as ever, but we continue to eat away there, and that was their first going to choice a platform. And Patty alluded to this on the stage. We have four thousand cloud provider partners right on the four thousand block provider partners we've built over the years, and that includes, you know, not small names. They include IBM. They, like, you know, they've got in Iraq space. Some of the biggest cloud providers. So our strategy is always being. How do we take our stack and and lighted and as many public laws? It's possible. So we took the first step off IBM. Then you know, about four thousand. You know, other plot providers being Rackspace, Fujitsu, it's Archie. Then came Amazon. I'm is on being the choice of destination for a lot of public clouds. Today we kind of further extend that with Microsoft and, you know, a few weeks ago with Google, right? So there's really about customer choice and customers when they want the hybrid multi Claude fees his abdomen right. You got two worlds, you couldn't existing application and you're looking Just get some scale out of that existing application and you're building a lot of, you know, native cloud native applications. They want this, you know, in multiple places. >> All right, so if I could just drilled down one level deep, you know? So if I'm in as your customer today, my understanding it's Veum or STD. Sea Stack. What does that mean? You know what I use, You know? How is that? You can feel compare? Do I use the Microsoft? You know System Center. Am I using V Center? You know, >> shark now, and this is really again in an abdomen. Calm conversation, right where they were multiple announcements in here just to unpack them there. It's like, Hey, we had the Del Technologies Cloud platform. The Del Technologies clock platform is powered by, you know, Delhi emcee infrastructure and be aware Cloud Foundation on top, where slicing your full computer network storage with the sphere of visa and a sex and management. Right. And the second part was really We've got being where cloud on a deli emcee. The system brings a lot of the workloads which stood in public clouds. We're seeing this repatriation off workloads back on. You know, on the data center are the edge. This is really driven by a lot of customers and who have built native I pee in the public cloud beyond Amazon beat ashore who want to now bring some of those workloads closer to the, you know, data center or the edge. Now this comes to how do I take my azure workloads and bring it closer to the edge or my data center? Why's that? I need you know, we have large customers, you know. You know, large customers multinational. They have, you know, five hundred thousand employees, ninety locations will wide. Who built to I p or when I say I p applications natively in cloud suddenly for five thousand employees and ninety locations, they're going ingress egress. Traffic to the cloud public cloud is huge. How do I bring it closer to my data centers? Right. And this is where taking us your workloads. Bringing them, you know, on prime closer salts. That big problem for them. Now, how do I take that workloads and bring them closer? Is that where we landed in the Veum wear on Del, you know AMC Infrastructure? Because this big sea closer to the data center gives me either Lowell agency data governance and you know, control as well as flexibility to bring these work clothes back on. Right? So the two tangent that you're driving both your cloud growth and back to the edge The second tangent of growth or explosion is cloud native workloads. We're able to bring them closer. Your data center is freely though the value proposition, right? >> Well, we heard so much about that on the main stage this morning about just how differently with modern workforce works in terms of the number of devices that used the different locations they are when they are doing the tasks of their job. >> You talk a little bit about the >> specifics in terms of customers you're working with. You don't need a name names. But just how you are enabling the >> way get feedback from customers in all industries, right? So you don't even share a few as well Way have large banks that are, you know, they're standardized their workloads on VM where today, right as as have many Morgan is ations, and they're looking for the flexibility to be able to move stuff to the cloud or moving back on premises and not have to reformat, not have to change that machine formats and just make it a little easy. They want the flexibility to be able to run applications in their bank branches right in the cloud, right? But then they don't they don't necessarily want adopt a new machine format for a new standardized platform. That's really what Thie azure announcement helps them do, Just like with eight of us, can now move workloads seamlessly to azure USVI center. Use your other you know, tools that you're familiar with today. Already to be ableto provision in your work clothes. All >> right, so for and what? Wonder if we could drill into the stack a little bit here? You know, I went to the Microsoft show last year, and it was like, Oh, WSSD is very different than Azure Stack even if you look at the box and it's very much the same underneath the covers, there was a lot of discussion of the ex rail. We know how fast that's been growing. Can you believe there's two pieces? This there's the VCF on Vieques rail and then, you know, just help. Help explain >> s o for the Del Technologies Cloud Platform announcement, which is, as you said, VX rail in first hcea infrastructure with Mia McLeod foundations tightly integrated, right, so that the storage compute and networking capabilities of off the immortal foundation are all incorporated and taken advantage off it. In the end structure. This is all about making things easier to consume, right, producing the complexity for customers. When they get the X trail, they overwhelmingly tell us they want to use the metal foundations to be able to manage and automate those workloads. So we're packaging this up out of the box. So when customers get it, they have That's cloud experience on premises without the complexity of having to deploy it because it's already integrated, cited the engineering teams have actually worked together. And then you can then, as we mentioned, extend those workloads to public loud, using the same tools, the same, the MSR foundation tools. >> And, you know, uh, we built on Cloud Foundation for a while, and I'm sure you followed us on the Cloud Foundation. And that has bean when you know yes, we talk about consistent infrastructure, consistent operations, this hybrid cloud world and what we really mean. Is that really where? Cloud foundation stack, right? So when we talk about the emcee on eight of us, is that Cloud foundation stack running inside of Amazon? When we talk about you know, our partnership with the shore, he's not being where Cloud Foundation stack running on a shore. We talk about this four thousand partners. Cloud certified IBM. It is the Cloud Foundation stack and the key components being pulled. Stack the Sphere v. Santana Sex and there's a critical part in Cloud Foundation called lifecycle management. It's, you know, it's missed quite easily, right? The benefit of running a public cloud. The key through the attributes you get is you know, you get everything as a service, you get all your infrastructure of software. And the third part is you don't spend any time maintaining the interoperability between you compete network storage. And that is a huge deal for customers. They spent a lot of time just maintaining this interrupt and, you know, view Marie Claude Foundation has this life cycle manager which solves that problem. Not not just Kee. >> Thank you for bringing it up because, right, one of the big differences you talk about Public Cloud, go talk to your customer and say, Hey, what version of Microsoft Azure are you running and the laughter you and say like, Well, Microsoft takes care of that. Well, when I differentiate and I say Okay, well, I want to run the the same stack in my environment. How do I keep that up today? We know the VM where you know customers like there's lots of incentives to get them there, but oftentimes they're n minus one two or something like that. So how do we manage and make sure that it's more cloud like enough today? >> Yeah, absolutely. So. So there's two ways to do that to one of them is because the V m. A and L E M C team during working on engineering closely together, we're going to have the latest word in supported right right out the gate. So you have an update, you know that it's gonna work on your your hardware or vice versa. So that's one level and then with via MacLeod and L E M C. We're also providing the ability to basically have hands off management and have that infrastructure running your data center or your eyes locations, but at the same time not have to manage it. You leave that management to tell technologies into somewhere. To be able to manage that solution for you is really, as Moody said, bringing that public loud experience to your own premise. Locations is long, >> and I think that's one of the big, different trainers that's going to come right. People want to get that consumption model, and they're trying to say, Hey, how do I build my own data center, maintain it, but the same time I want to rely on, you know, dull and beyond Where to come and help us build it together. Right? And the second part of announcement was really heavy and wear dull on the d l E M C. Is that Manager's offered the demo you saw from June. Yang was being able to have a consumption interface where you could connect click of a button, roll it back into a data center as well. It's an edge because you have real Italy. Very little skill sets where night in the edge environment and as EJ Compute needs become more prolific with five g i ot devices, you need that same kind of data governance model and data center model. There is well and not really the beauty off, you know, coming to be aware. And Delta, you know Del DMC del. Technology's power is to maintain that everywhere, right? I >> won't ask you about >> innovation. One of the things that's really striking during American executive, Even though I obviously have my own customers, >> I think it really comes down to listening to customers. Write as as Del Technologies is Liam, where we have the advantage of working with so many customers, hundreds of thousand customers around the world we get to hear and listen and understand what are the cutting edge things that customers are looking for? And then we can not take that back to customers like Bank of America who may have taught about certain scenarios right that we will learn from. But they may not have thought about other industries where things could be applicable to their street, so that drives a lot of our innovation. Very. We are very proud about the fact that we're customer focused. Our invasion is really driven by listening to customers on. And, you know, having smart people just work on this one to work on this problems. And, >> you know, customer wise is a big deal customer choice. That's why we're doing what we're doing with multiple cloud providers, right? And I think this is really a key, too. If you just look at being where's innovation were already talking about this multi claude world where it was like, Hey, you've got workloads natively. So we How do you manage? Those were already ahead and thinking about, you know come in eighties with acquisition of Hip Tio and you if you think about it, you know, we've done this innovation in the cloud space established this hybrid credibility on we've launched with Del Technology. Now we're already ahead in this multi cloud operational model. We're already ahead in this coop in eighties. Evolution will bring it back with the family and listen to the customers for choice. Because of the end of the day, we're here to South customer problems. I >> think that's another dimension of choice that we offer, which is both traditional applications as well as applications of the future that will increasingly, because container based, >> yeah, I just wonder if you could spend on a little bit. You know what? One of the things I said via Moore is great. It really simplified and by environment, I go back. Fifteen years ago, one of things that did is let me take my old application that was probably long in the tooth. Begin with my heart was out of date, my operating system at eight, sticking in of'em and leave it for another five years, and the users that are like, Oh my gosh, I'd need an update. How do we get beyond that and allow this joint solution to be an accelerant for applications? >> Yeah, and I think you know the application is probably the crux of the business, right? >> We'Ll call in the tent from >> change applications of Evolve. This is actually the evolution journey of itself is where they used to be, like support systems. Now they become actually translate to business dollars because, you know, the first thing that your customer awful customer touches is an application and you can drive business value from it. And customers are thinking about this old applications and new applications. And they have to start thinking about where do I take my applications? Where do they need to line and then make a choice off? What infrastructures? The best black mom for it. So really can't flip the thing on. Don't think infrastructure first and then retrospect APS to it. I think at first and then make a charge on infrastructure based on the application need and and really look like you said being where kind of took the abstraction layer away from infrastructure and make sure that you'll be EMS could run everywhere. We're taking the same for applications to say. Doesn't matter if it's of'Em based. It's a cloud native will give you the same, you know, inconsistent infrastructure in operations. >> Okay, we're in that last thing. Could you just tell us of the announcements that were made? What's available today? What's coming later this year? >> Absolutely So Del Technologies Cloud Platform that's based on the X Trail and via MacLeod Foundation is available now as an integrated solution via MacLeod and Daddy and see the fully managed offer is available in >> the second half of this >> year. It's invader right now. And as you saw, we have really good feedback >> from our customers. And then I think >> the, uh, the Azure BMR Solutions offer will be available soon as well. >> All right, well, Varun and many Congratulations on the progress. We look forward to talking to the customers as they roll this out, and Rebecca and I will be back with lots more coverage here. Del Technologies World twenty nineteen. Little coverage to sets three days, tenth year, The Cube at M. C and L World. I'm still many men. And thanks so much for watching
SUMMARY :
Brought to you by Del Technologies Thank you so much for coming on the show. So we just had the keynote address we heard from Michael Dell Satya Nadella Pack Girl Singer are operational silos that developed as part of the to set the fellas Well, for the last year, it felt like, you know, patent Sanjay, or, you know, and that includes, you know, not small names. All right, so if I could just drilled down one level deep, you know? closer to the, you know, data center or the edge. Well, we heard so much about that on the main stage this morning about just how differently with But just how you are enabling the banks that are, you know, they're standardized their workloads on VM where today, right as as have many This there's the VCF on Vieques rail and then, you know, just help. s o for the Del Technologies Cloud Platform announcement, which is, as you said, VX rail in first hcea When we talk about you know, our partnership with the shore, he's not being where Cloud Foundation stack running We know the VM where you So you have an update, you know that it's gonna work on your your hardware or vice versa. really the beauty off, you know, coming to be aware. One of the things that's really striking during American executive, And, you know, having smart people just So we How do you manage? yeah, I just wonder if you could spend on a little bit. you know, the first thing that your customer awful customer touches is an application and you can drive Could you just tell us of the announcements that were made? And as you saw, we have really good feedback And then I think the, uh, the Azure BMR Solutions offer will be available soon We look forward to talking to the customers as they
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Prashanth Shenoy, Cisco | DevNet Create 2019
(techno music) >> Live from Mountain View California, it's the Cube covering DEVNET CREATE 2019, brought to you by CISCO. >> Hey, welcome back to the Cube. Lisa Martin with John Furrier covering, day two covering I should say, CISCO DEVNET CREATE 2019, at the Computer History Museum in Mountain View California. We're please to welcome Prashanth Shenoy, the VP of Product Marketing, Enterprise Networks and DEVNET at CISCO. Prashanth it's great to have you join John and me this afternoon. >> Great to be here. >> So, this event is growing year after year. John and I have been talking about this very strong sense of collaboration and community with the attendees that are here in person. One of the big things yesterday that Susie was talking about was this, What's coming in Wi-Fi? Talk to us about this next-gen Wi-Fi and how it's going to be so impactful to everyone. >> Yeah it's, it's a phenomenal technology inflection point this year, I feel. We can't believe it, but you know, when was the first Wi-Fi that got started? >> 2001. >> Pretty close, 1999. So this is the 20th Anniversary of Wi-Fi. It's come to be life, right? so it's now in its fourteenth. >> I'm off by two years. >> Right, so yeah, I know. (laughter) But, 802.11A was the first Wi-Fi technology, and the speeds were ... promised speeds were 54-megabits, okay? Ah, but the real speeds were, like, 6-mega or something, right? And now, this is the sixth generation of Wi-Fi, so we've come a long way and we take it for granted in our daily life. >> Absolutely, we do. >> I don't think I can think a day without having Wi-Fi. >> Everyone talks about Wi-Fi. The kids, What's the Wi-Fi password? (laughter) I change it all the time, kids, this ... parents, pro tip. Change the password. >> Yes. You got to listen. They'll call you, your kids will call you back. It's an important tip. >> Full-on security, yeah. >> But distance is been an issue, distance, and >> Yeah. >> Radio Frequency has certain >> Yeah propagation technique so, >> Yeah. >> Are you close to the router? That room doesn't have, this doesn't have it. So there's always been distance. And throughput. >> latency, throughput, capacity. >> Most people say who's streaming Netflix, Wi-Fi is down, so again people know this they experience it everyday. >> Exactly. >> What's the big hubbub about Wi-Fi 6? What's different? I got a little preview from Todd so I'll let you explain it but >> Yeah. >> What is the notable bullet points of why it's different? >> Yeah. >> And, Why it's a game changer? >> So it's, as with every technology, three things that it always brings up, better experiences, better capacity, increase capacity, and better battery savings, which I think is very important for users but more importantly useful for IOT applications, which is ... I'm very very excited on what its going to unleash when it comes to IOT. It's been in the fringe side of IOT, like oil and gas mining utilities is what we think when we think of IOT. And now we're going to think IOT in corporate space like this, right? Each one these devices are IOT devices now, like your HVAC systems, your lighting system, air conditioning systems, physical surveillance cameras. Everything with the Wi-Fi is IOT. And because of this increased capacity, an increase density, high density environment where this capacity becomes really critical, imagine 20 devices simultaneously using Wi-Fi to communicate high Bandwidth intensive application. That's when Wi-Fi 6 becomes really critical and powerful and that opens up a huge - >> So more coverage area. >> Yeah. >> With the Antenna. It's MIMO Antenna. >> Yeah. >> And Bandwidth, right? >> Capacity and Bandwidth, like compare to .11A, and even .11AX, right it's up to 4X better capacity, 4X better battery savings and the promised throughput of like six gigabits, right, so, But the key part here is simultaneously talking to multiple devices at the same time. And that is very very crucial because of technologies ... I don't want to geek out here, like OFDMA and all this etc. >> Well let's all ... architectural because one thing Susie brought up was, architectural shifts are going to be the big game, One of the game changes you brought up and you know Wi-Fi ... and I have seen it grow from the beginning, I remember when they first came out was a revelation and you know the battery power was an issue but it always was viewed as a peripheral to the network. >> Yeah. >> You bolt on Wi-Fi and just basically extend your land - >> Yeah. >> To use network parlance and now you're seeing people working on making it much more Core 1 Network. >> Absolutely. And Meraki kind of shows the benefit of having wireless and wired - >> Yeah. work together as one. >> Yeah, absolutely >> This seems to be the thesis behind Wi-Fi six. One core thing. >> Yeah. >> Not a bolt-on extension. >> No, absolutely. I think there's a saying which is the reality, behind every wireless there are tons of wires, right. So, 'cause everything that's connected to the wire infrastructure, and with the Wi-Fi 6 now having increased capacity and increased density, it's causing a cascading effect into the rest of the network infrastructure so it becomes highly, highly crucial when you architect your network infrastructure not just to think about wireless but what happens to the access switch, to the core, to the distribution, to the aggregation. And that has a compounding effect, like multi gig speeds in the access to 10 gig to 40 gig in the core going all the way to 100 gig, right, so, the whole performance and reliability to have that immersive experience that Wi-Fi six needs to bring in, needs to be there. >> so for developers and entrepreneurs out there who always look for the white space, CISCO is a big Multi-Billion dollar company. You guys got big market share, whenever there's big moves like this it causes a new change in the order, the pecking order - >> Yeah >> of companies, it changes the landscape. This is going to be a game changer because it's going to create the new opportunities to create new things. >> Yeah, absolutely. >> What are some of the things that you see out there you could share for people watching who are you know hacking around creating things who say, I want to create something big. What's the enablement? What are some of the things that you see happening that are going to be emerging out of this? >> Yeah, a lot of Fringe technologies that are fringe right now are going to be mainstream, like imagine 2006, When iPhone came in, right so and we were just having the discussion, like, that came in at the heels of major shift in connectivity, that's when 3G came in, right, at that point and multi-megabit capacity, and you saw new applications come in. Now Uber, Lyft, all these kind of applications were possible because of the connectivity. And now, Wi-Fi 6 along with 5G will unleash the next wave of applications. So, first thing is immersive applications, things that are VR, AR, it's used for gaming right now, and kids use this, you're going to see that come in hospitals, where surgeons can do remote surgeries, they can have high-density imagery of your brain, for example, as you're operating, being sent to a remote expert and on the fly, make decisions, right? Like, that is going to be pretty normal and standard, in fact, quite a few of our customers are testing this out, right? VR learning, for students, like, if I were to go ... Like, imagine if you are at the Lincoln Memorial in Washington, August 1963, right, listening to MLK "I Have A Dream" speech, and you're in the crowd, immersed in the VR, like, which student wouldn't have more recollection and really connect with that, right? >> I'm sorry, wait - >> You're going to see more and more of these, so it's a better way of learning, and really getting that learning sticking in your brain, you're going to see more of that happening. And the same goes with retail experience, you're shopping, it's going to completely change the way, because of all these immersive experiences. And then, because of the higher density, you're going to see entertainment venues like stadiums where everybody now wants to share their experience to the outside world, and livestream it, right? And I was talking to Carnival Cruise Line, who's one of our customers, and they call themselves City On The Sea, which means, a cruise ship is nothing but it has entertainment, casinos, hotels - >> Lots of food. (laughs) >> Lots of food, swimming pools Concerts happening, and when people took vacation they just wanted to disconnect from everything in the world, right? Now, it's completely reversed. They want to connect full-on, and share their experience in the land, right? And they want to stream it live, 4K. And, these cruise ships are transforming themselves to provide this always-on, fully-on immersive digital experience, and they're creating things like a mobile app to order pizza no matter where you are on the ship. Within five minutes they're going to find the exact location of where you are on the ship and deliver pizza to you, right? These kind of experiences will happen! >> And you know, the perfect storm in all this too, is that the Cloud earnings are coming out, we saw Microsoft's earnings yesterday, Amazon Web Series' earning >> Yeah. do proud of Amazon today, the Cloud stocks are up, the Clouds are growing at a massive scale, they're a power source for these application developers. >> Yeah. >> As well as the on-premise business. So you have, you now have the perfect developer environment - >> A hundred percent. >> To create these new wacky ideas that will be standard. I mean, what was once ... what we take as standard as you mentioned, was a wacky idea in 2006. >> Yeah. >> Location services, checking into a hotel with my phone and having - >> Yeah. >> Cars being delivered to me, what? Who does that? >> And this, this becomes a reality, and Cloud really increased the pace of innovation, right? Now it's kind of cheaper, you don't need to get your own server, you can kind of swipe your credit card, get a bunch of VM, start building applications, and now you have the required bandwidth capacity and density in your infrastructure, and you have the right devices right now to bring that experiences to you, right? So, now it's this trifecta of things, awesome devices, the network ready to deliver those experiences, and Cloud being able to scale out to build those experiences. >> Prashanth, I know you've got a big announcement coming up on the 29th, it's a virtual event, I think Cisco.com, they can probably find out with the URL where the event is, without revealing all the secret sauce, I know you guys had Wi-Fi 6 inside Cisco, >> Yeah. >> testing it out, I heard people in the hallway here, >> Yeah. >> Talking about it, um, and they're pretty animated in their commentary. Can you share the vibe and what's it like when the engineers look at the data, when they say, we just deployed the Wi-Fi 6, what was the reactions, um - >> Yeah. >> Were they blown away, was it mediocre, was it - >> Yeah. >> What were some of the things that they were saying, what was the feedback? >> We were piloting that, and the best way to look at it is, if you go to the wireless dev center on DevNet, you're going to see that we compared a 4K video running with Wi-Fi 6 and without Wi-Fi 6. I think the results speak for themselves. Like, the kind of experience that you're going to see, it's going to be beautiful, and when employees look at those things, and I talked about a few experiences, last week we had a thing called Cisco Beat which is internal employees that we rally around and talk about technology, but more importantly, what it means to us as human beings in a personal way, and what it means to our customers, and they were blown away with some of the applications that are going to be mainstream in all of the industries that I talked about, right? Like Healthcare, hospitality, education, entertainment venues, et cetera. >> What's the low-hanging fruit use cases? What's the things that are going to be right obvious, right out of the gate for companies to implement, in terms of deploying Wi-Fi 6 and seeing immediate benefits? >> Immediate benefits is high-density environment, period. Like student lecture halls, convention centers, areas like this, where everybody wants, like, understand what's going on, but be digitally and visually connected, right? It's not only about email checking anymore, That happens automatically. But if you're here and you want to watch Susie's keynote livestream right now, with high density, and 20 other people want to watch with you, on their devices, it's possible, without a hitch. So that seamless, always-on experience becomes a reality that people can easily test out in small environments, right? Not in their entire environment, where there are high-density of people, accessing multi-media applications or high-bandwidth applications, so I feel that's a low-hanging fruit. And then it's going to go more and more towards IOT applications where sensors are getting connected, like some of our customers are brewers, have hundreds and thousands of sensors in their farms, in brewing machines, and they want all of their data to come and look at that simultaneously for quality control, right? Beer, no matter where it's made, should taste consistent, right? So you can see that coming to life, because now all of these can be connected, and because of better density and better capacity and better battery savings for these IOT devices that Wi-Fi 6 provides, you make these applications possible. So you're going to see very vertical-specific applications coming more and more with Wi-Fi 6. >> Vertical-specific, because you mentioned a number of different customer examples, you know, ranging from retailer, to - >> Yeah. >> Carnival Cruise Line, it's now this connected city - >> Yeah. >> Are there any verticals you see where, when you're talking with customers they're not quite there yet? >> Yeah, that's an interesting thing, it's ... for a change, you always have these early adopters but there is a lot of laggers who are just watching, waiting on the sidelines saying, mm, that's not for me. With Wi-Fi 6, there's been a lot of industry excitement, I would say, like manufacturing full-on, right, just coming on board. Retail, higher education, are always in the early-adopter phase, because for them, and there has been studies shown to say this directly impacts their brand - >> Yes. >> like customer experience defines brand. >> Oh, absolutely. >> And Wi-Fi, equals customer experience these days, right? So, you're going to see all of these industries really, I think I haven't seen much in maybe financial services, if you will, I think that's the only thing that I can remember, transportation, big on, like, machine to machine communication, autonomous driving is possible now because of 5G and Wi-Fi 6, right? So, and you are seeing more and more of this industry - >> This is right in your wheelhouse, and you guys have been pushing the edge for a long time, SD Wind, campus networking This is not new to Cisco. >> Yeah. >> But now with Wi-Fi 6, it literally lights that up. >> Yeah. Yup. >> Pun intended. >> I mean, you can now enable those environments to be completely robust, fully addressable, data-driven - >> Yeah. I think data that you mentioned becomes very, very crucial in this, because, especially now when you have so many more users, so many more devices, so many more applications getting on the network, people are really trying to figure out, what do I do with this? How do I get visibility into ... am I delivering the right experience? Am I providing the right security, et cetera, right? So, data becomes extremely crucial, and you'll see emergence of ML and AI technology because it's going to be humanly impossible to look at all of the data and make sense. So you've got to do machines, do their job, figure out patterns, air on dwell time, foot traffic, predictive ways of saying things may break, the experience may change, and predicting that even before they happen, and giving the right insight to the IT in the line of business, so Wi-Fi 6 is going to open up a whole new slew of ML and AI-driven operations and management capability too, so that's pretty exciting. >> When are they going to pull up a GPU on the Wi-Fi 6 devices? >> (laughs) Oh, it's happening. >> It's ready? >> It is going to happen, because you can run Edge computing applications right on Wi-Fi 6 devices, so you're going to see all of that, so, application hosting capabilities with GPU powered applications are going to be there. >> Just a network connection, right? >> Yeah. So you are going to see that, and frankly even I don't know what some of the Edge computing applications with Wi-Fi 6 will be, but we are seeing more and more of these coming ... DevNet buying tech, yeah. >> Well we did some research, we keep on a part of our SiliconANGLES team, where we prove that it's easier and more cost-effective, rather than moving data around, you move compute to the Edge - >> Edge. >> And then you use the backhaul, 'cause it costs money to send data around the network. It's costly. >> Yeah, absolutely. Yeah, and the autonomous cars was one great example, right? Like, it's a life-and-death situation when you are letting the car drive itself, right? So, you can't send all the data to the Cloud and say, analyze it for me. There are instantaneous decisions to be made, in milli-micro- nanoseconds, that need to be done on the Edge. So I think autonomous cars are a great example of Edge computing that needs to happen right on the Edge. The learning can then start happening in the Cloud, right? As in when these things get more and more smarter, you send all this data, you correlate all the intelligence there, you send it back to the machines. So you're going to see these kind of Edge computing applications. >> So you're excited by Wi-Fi 6? >> Nah. >> (laughter) >> Wi-Fi 6, so that's an even number, is that to be odd numbers, or lucky, I mean, the naming convention? >> No! >> Is there a - >> We want to be better than 5G. (laughter) So 5G is fifth generation of cellular, >> Okay. >> Wi-Fi 6 is sixth generation of Wi-Fi, right? I mean it's - >> So you're going to trump the 5G with the 6, >> Yeah. >> Kind of get ahead of it. >> Because it is truly the sixth generation of Wi-Fi. >> Okay, that's what it is. >> If we were to go back in time we would call 802.11ac, Wi-Fi 5. Right? It's kind of not that easy to say, but yeah, so Wi-Fi 5 happened like three or four years back, and now it's Wi-Fi sixth gen, so. >> We'll have to do a deep dive in the studio sometime, >> Oh, absolutely. >> on getting into all the spectrum issues, you know, the channels - >> Yeah. >> And the antennas and chains and all that good stuff. >> Yeah. There's a lot to geek out on that. (laughs) >> Yeah, it's going to be fun. >> So you talked about, kind of before we wrap up here, you talked about, you know, everything really kind of being related to, or how this can help companies with brand, and brand is everything to any type of company - >> Yeah. >> We talk at every event we go to about how it's all about customer experience. >> Yeah. >> So my last question for you is, how is Wi-Fi 6 and some of these new technologies that clearly you're excited about, how do you think that's going to change the experience for your internal customers, and from being able to get things out faster, to your external Cisco customers? >> Yeah, when you say internal, our own employees - >> Yes. >> Our R and D? >> Yes, exactly. >> Absolutely. So I think, and one of the examples was shown right here, right, so, and I'm connecting the two answers that you had, like, there's a lot of technology details behind what we do, right, we spend tons of money doing R and D, but we wanted to expose that to our own customers, to our channel partners, and to our developers, right? So, this is something that Wi-Fi 6 brings a lot to our customers. So, all the goodness, the intelligence that we have hidden in our network, now gets exposed, through these APIs, to our developers, and to our own customers. So the internal customers of ours, which are engineers, Cisco IT, are tremendously excited to see what that unveils to us, right? And DevNet provides that platform where you can expose this through APIs, whether it's for security, whether it's for application experience, whether it's for better operations, and have new co-creation of applications that we haven't envisioned, new ways of ecosystem partners coming up and building new applications that we haven't envisioned. So, for our own R and D teams, it's pretty exciting. Because - >> Big catalyst. >> Yeah, just, exactly. You're just providing the platform, it's the catalyst for innovations, and that's what the internet was when we created that, right? We didn't know the internet of 20 years back is going to be the internet of today, and we didn't envision that, but here we are. >> Well the ETI's going to open up your market, because you're going to create an enablement to pass that forward, the opportunities to other developers to come up with the ideas. >> Yeah, absolutely. And that's the whole idea, is to provide them a platform to come up with innovations and ideas, and help share these ideas to other folks, right, because when the minds meld, it gets better and better. >> Build some good apps, make ... get it distributed on Wi-Fi 6, make some money, build a business, create a great app - >> Runs on your feet. It's step by step. >> It's a big inflection point. >> That's a pretty good motto. >> It's an inflection point. >> It is. It is truly, I believe, an inflection point. Mainly because, frankly, Wi-Fi 6 and 5G coming together, truly, because me and you as a user really don't care whether I'm on Wi-Fi or cellular, and we shouldn't, right, all I expect is no matter what I do, where I go, and I use my device, I should get the same consistent seamless experience. >> It works. >> Well I don't have the unlimited plan, so I'd love to have it - >> You would with that. on the Wi-Fi. (laughter) >> So you've got this virtual event next week on the 29th - >> Yeah. >> Is that going to tee up anything, any exciting things we're going to hear at Cisco Live a few weeks later? >> Oh yeah. Big time. Big time. (laughs) >> Any teasers you can give us? >> Without getting fired? Yeah, it's going to be tough. (laughter) No, yeah, I think things that we talked today are what we're going to explain more, and we're going to give more flavor on what Cisco's actually is actually doing from our products perspective, solutions, partnership perspective, to bring it to life, right? So, that's really exciting, so I highly encourage the folks that are watching this to register for this on Cisco.com Go Wired For Wireless event, so it's fun, because we've got a lot of industry experts, customers because that's where rubber meets the road - >> Absolutely. >> And that's where the top good applications, how far along they are, what are they testing, what are they trying out, and then we can geek out on all the technology, right? But it always starts with why, and why does it matter. So ... and that's why I'm excited, yeah. >> It sounds exciting. My cheeks are hurting from smiling. Prashanth, thank you so much ... right? ... for sharing your enthusiasm, your energy and expertise, it's been fun. We look forward to, uh, the virtual event next week, and hearing more about what's going on at Cisco Live. >> Thanks Lisa, thanks John. >> Well, our pleasure. For John Furrier, I'm Lisa Martin, you're watching The Cube live from day two of our coverage, of Cisco DevNet Create 2019. Thanks for watching. (techno music)
SUMMARY :
brought to you by CISCO. Prashanth it's great to have you join and how it's going to be so impactful to everyone. but you know, when was the first Wi-Fi It's come to be life, right? and the speeds were ... promised speeds were (laughter) I change it all the time, You got to listen. Are you close to the router? so again people know this they experience it everyday. It's been in the fringe side of IOT, like oil and gas But the key part here is simultaneously talking to multiple One of the game changes you brought up and now you're seeing people working on making it much And Meraki kind of shows the benefit of having Yeah. This seems to be the thesis behind Wi-Fi six. like multi gig speeds in the access to 10 gig it causes a new change in the order, the new opportunities to create new things. What are some of the things that you see out and on the fly, make decisions, right? And the same goes with retail experience, you're shopping, Lots of food. like a mobile app to order pizza no matter where you are on the Clouds are growing at a massive scale, they're a power So you have, I mean, what was once ... what we take as standard as you that experiences to you, right? is, without revealing all the secret sauce, I know you guys the vibe and what's it like when the engineers look at the are going to be mainstream in all of the industries that to watch Susie's keynote livestream right now, with high because for them, and there has been studies shown to say This is not new to Cisco. of ML and AI technology because it's going to be humanly It is going to happen, because you can run Edge computing of these coming ... to send data around the network. nanoseconds, that need to be done on the Edge. (laughter) So 5G is fifth generation It's kind of not that easy to say, but yeah, (laughs) go to about how it's all about customer experience. so, and I'm connecting the two answers that you had, like, it's the catalyst for innovations, and that's what the the opportunities to other developers to come up with the and help share these ideas to other folks, right, because Wi-Fi 6, make some money, build a business, Runs on your feet. my device, I should get the same consistent seamless on the Wi-Fi. Big time. Yeah, it's going to be tough. So ... and that's why I'm excited, yeah. Prashanth, thank you so much ... right? of Cisco DevNet Create 2019.
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John Hennessy, Knight-Hennessy Scholars | ACG SV Grow! Awards 2019
(upbeat techno music) >> From Mountain View California, it's the Cube covering the 15th Annual Grow Awards. Brought to you by ACG SV. >> Hi, Lisa Martin with the Cube on the ground at the Computer History Museum for the 15th annual ACG SV Awards. And in Mountain View California excited to welcome to the Cube for the first time, John Hennessy, the chairman of Alphabet and the co-founder of the Knight-Hennessy Scholars Program at Stanford. JOHN, it's truly a pleasure to have you on the Cube today. >> Well delighted to be here, Lisa. >> So I was doing some research on you. And I see Marc Andreessen has called you the godfather of Silicon Valley. >> Marc very generous (loughs) >> so I thought I was pretty cool I'm going to sit down with the godfather tonight. (loughs) >> I have not done that yet. So you are keynoting the 15th Annual ACG SV Awards tonight. Talk to us a little bit about the takeaways that the audience is going to hear from you tonight. >> Well, they're going to hear some things about leadership the importance of leadership, obviously the importance of innovation. We're in the middle of Silicon Valley innovation is a big thing. And the role that technology plays in our lives and how we should be thinking about that, and how do we ensure the technology is something that serves the public good. >> Definitely. So there's about I think over 230 attendees expected tonight over 100 sea levels, the ACG SV Is has been it's it's much more than a networking organization. there's a lot of opportunities for collaboration for community. Tell me a little bit about your experience with that from a collaboration standpoint? >> Well, I think collaboration is a critical ingredient. I mean, for so many years, you look at the collaboration is gone. Just take between between the universities, my own Stanford and Silicon Valley and how that collaboration has developed over time and lead the founding of great companies, but also collaboration within the valley. This is the place to be a technology person in the whole world it's the best place partly because of this collaboration, and this innovative spirit that really is a core part of what we are as a place. >> I agree. The innovative spirit is one of the things that I enjoy, about not only being in technology, but also living in Silicon Valley. You can't go to a Starbucks without hearing a conversation or many conversations about new startups or cloud technology. So the innovative spirit is pervasive here. And it's also one that I find in an in an environment like ASG SV. You just hear a lot of inspiring stories and I was doing some research on them in the last 18 months. Five CEO positions have been seated and materialized through ACG SV. Number of venture deals initiated several board positions. So a lot of opportunity in this group here tonight. >> Right, well I think that's important because so much of the leadership has got to come by recruiting new young people. And with the increase in concerned about diversity and our leadership core and our boards, I think building that network out and trying to stretch it a little bit from the from perhaps the old boys network of an earlier time in the Valley is absolutely crucial. >> Couldn't agree more. So let's now talk a little bit about the Knight-Hennessy Scholars Program at Stanford. Tell us a little bit about it. When was it founded? >> So we are we are in our very first year, actually, this year, our first year of scholars, we founded it in 2016. The motivation was, I think, an increasing gap we perceived in terms of the need for great leadership and what was available. And it was in government. It was in the nonprofit world, it was in the for profit world. So I being a lifelong educator said, What can we do about this? Let's try to recruit and develop a core of younger people who show that they're committed to the greater good and who are excellent, who are innovative, who are creative, and prepare them for leadership roles in the future. >> So you're looking for are these undergraduate students? >> They are graduate students, so they've completed their undergraduate, it's a little hard to tell when somebody's coming out of high school, what their civic commitment is, what their ability to lead is. But coming out of coming out of undergraduate experience, and often a few years of work experience, we can tell a lot more about whether somebody has the potential to be a future leader. >> So you said, found it just in 2016. And one of the things I saw that was very interesting is projecting in the next 50 years, there's going to be 5000 Knight-Hennessy scholars at various stages of their careers and government organizations, NGOs, as you mentioned, so looking out 50 years you have a strong vision there, but really expect this organization to be able to make a lasting impact. >> That's what our goal is lasting impact over decades, because people who go into leadership positions often take a decade or two to rise to that position. But that's what our investment is our investment is in the in the future. And when I went to Phil Knight who's my co-founder and donor, might lead donor to the program, he was enthusiastic. His view was that we had a we had a major gap in leadership. And we needed to begin training, we need to do multiple things. We need to do things like we're doing tonight. But we also need to think about that next younger generation is up and coming. >> Some terms of inspiring the next generation of innovative diversity thinkers. Talk to me about some of the things that this program is aimed at, in addition to just, you know, some of the knowledge about leadership, but really helping them understand this diverse nature in which we now all find ourselves living. >> So one of the things we do is we try to bring in leaders from all different walks of life to meet and have a conversation with our scholars. This morning, we had the UN High Commissioner for Human Rights in town, Michelle Bachelet, and she sat down and talked about how she thought about her role as addressing human rights, how to move things forward in very complex situations we face around the world with collapse of many governments and many human rights violations. And how do you how do you make that forward progress with a difficult problem? So that kind of exposure to leaders who are grappling with really difficult problems is a critical part of our program. >> And they're really seeing and experiencing real world situations? >> Absolutely. They're seeing them up close as they're really occurring. They see the challenges we had, we had Governor Brown and just before he went out of office here in California, to talk about criminal justice reform a major issue in California and around the country. And how do we make progress on that on that particular challenge? >> So you mentioned a couple of other leaders who the students I've had the opportunity to learn from and engage with, but you yourself are quite the established leader. You went to Stanford as a professor in 1977. You are a President Emeritus you were president of Stanford from 2000 to 2016. So these students also get the opportunity to learn from all that you have experienced as it as a professor of Computer Science, as well as in one of your current roles as chairman of Alphabet. Talk to us a little bit about just the massive changes that you have seen, not just in Silicon Valley, but in technology and innovation over the last 40 plus years. >> Well, it is simply amazing. When I arrived at Stanford, there was no internet. The ARPANET was in its young days, email was something that a bunch of engineers and scientists use to communicate, nobody else did. I still remember going and seeing the first demonstration of what would become Yahoo. Well, while David Filo and Jerry Yang had it set up in their office. And the thing that immediately convinced me Lisa was they showed me that their favorite Pizza Parlor would now allow orders to go online. And when I saw that I said, the World Wide Web is not just about a bunch of scientists and engineers exchanging information. It's going to change our lives and it did. And we've seen wave after wave that with Google and Facebook, social media rise. And now the rise of AI I mean this this is a transformative technology as big as anything I think we've ever seen. In terms of its potential impact. >> It is AI is so transformative. I was I was in Hawaii recently on vacation and Barracuda Networks was actually advertising about AI in Hawaii and I thought that's interesting that the people that are coming to to Hawaii on vacation, presumably, people have you know, many generations who now have AI as a common household word may not understand the massive implications and opportunities that it provides. But it is becoming pervasive at every event we're at at the Cube and there's a lot of opportunity there. It's it's a very exciting subject. Last question for you. You mentioned that this that the Knight-Hennessy Scholars Program is really aimed towards graduate students. What is your advice to those BB stem kids in high school right now who are watching this saying, oh, John, what, what? How do you advise me to be able to eventually get into a program like this? >> Well, I think it begins by really finding your passion, finding something you're really dedicated to pushing yourself challenging yourself, showing that you can do great things with it. And then thinking about the bigger role you want to have with technology. In the after all, technology is not an end in itself. It's a tool to make human lives better and that's the sort of person we're looking for in the knight-Hennessy Scholars Program, >> Best advice you've ever gotten. >> Best advice ever gotten is remember that leadership is about service to the people in the institution you lead. >> It's fantastic not about about yourself but really about service to those. >> About service to others >> JOHN, it's been a pleasure having you on the Cube tonight we wish you the best of luck in your keynote at the 15th annual ACG SV Awards and we thank you for your time. >> Thank you, Lisa. I've enjoyed it. Lisa Martin, you're watching the Cube on the ground. Thanks for watching. (upbeat tech music)
SUMMARY :
Brought to you by ACG SV. and the co-founder of the So I was doing some research on you. so I thought I was pretty cool I'm going to sit down that the audience is going to hear from you tonight. And the role that technology plays in our lives the ACG SV Is has been This is the place to be a technology person is one of the things that I enjoy, because so much of the leadership the Knight-Hennessy Scholars Program at Stanford. the need for great leadership it's a little hard to tell And one of the things I saw and donor, might lead donor to the program, in addition to just, you know, So one of the things we do They see the challenges we had, we had Governor Brown just the massive changes that you have seen, And the thing that immediately convinced me Lisa was that the people that are coming and that's the sort of person we're looking for service to the people in the institution you lead. but really about service to those. and we thank you for your time. the Cube on the ground.
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Adam Casella & Glenn Sullivan, SnapRoute | CUBEConversation 1, February 2019
>> So welcome to the special. Keep conversation here in Palo Alto, California John, for a host of the Cube. We're here with two co founders. Adam Casella was the CTO and Glenn Sullivan's cofounder. Snap Route Hot Start up, guys. Welcome to this Cube conversation. Thank you. Thank you. So left on the founders in because you get the down and dirty, but you guys are launching. Interesting product is for Cloud Cloud Native Super sighting. But first, take a man to explain what is snap brought. What do you guys do? What's the main core goal of the company? >> Right? So your your audience and you familiar with white Box now working disaggregated networking, where you're buying your hardware and your software from different companies. There's a lot of different Network OS is out there, but there's nobody doing what we're doing for the now ergo es, which is a cloud native approach to that where it's a fully containerized, fully micro serviced network OS running on these white box, which is >> test your background. How did you guys start this company? Where'd you come from? What was the epiphany? Was the motivation? >> Sure. So our heritage is from operations running at some of the largest Edison is in the world. We came from Apple. Ah, and running the networks there. And the issues and problems that we saw doing that is what led us to found stabbed. >> And what are some of the things that apples you guys notice on a huge scale? Yep. I mean, Apple. You know, a huge market share most probable company. I think it's now the largest cat. Microsoft was there for a while, but and apples, the gold standard, get from privacy to scale. What were some of the things that you saw, that what was the authority? >> So, I mean, there was a couple of things going on there, one we were driving driving too, doing white box for more control. So we wanted to have a better sense of what we could do with the network operating system on those devices. And we found very quickly that the operating systems that were out there, whether they be from a traditional manufacturer Ah, we and the planes or from someone from a disaggregated marketplace were basically using the same architecture. And this was this old, monolithic single binary item that goes in the pleasant device, and you know that worked in, you know, back in the day when you know applications didn't move, they were static there, One particular location. But as we were seeing, and one things that we were really pushing on is being able to dynamically have move workloads from one location to another quickly to meet demand. The network was not able to keep up with that, and we believe that it really came down to the architecture that was there. Not being flexible enough and not allowing our control to be able to put in the principles would actually allow us to allow that that application time to service be faster. >> You know, one of these on personally fascinated, you know, seeing startups out there and living in this cloud error and watching those like Facebook and Apple, literally build the new kind of scale in real time. It's like you have, you know, changing the airplane engine out of thirty five thousand feet. As the expression goes, you have to be modern. I mean, there's money on the line that's so much scale, and when you see an inefficiency, you've got to move on it Yeah, this is like, what, you guys did it. Apple. What were some of the things that yet you observed was that the box is Was it the software? A CZ? You wanted to be more agile. What was the the problem that you saw? >> So it it's really in fragility, right? It's it's basically, this Network OS is as they were, our design in a way so that you don't touch him right. If you look at the code releases and how often they, you know, fixed security vulnerabilities or you know they have patches or even knew regular versions right there. The cycle isn't weekly. It's not daily like you see in some C I C. Environments, right? You might have a six month or a twelve month or an eighteen month cycle for doing this sort of a new release for for, you know, whatever issue new features or or fixes, right. And the problem that we would see is we would be we would be trying to test a version in the lab, right? We would be qualifying code and say there's a security vulnerability. You know, something like heart bleed, right? That comes out the guys on the server side, they push a new patch using, you know, answerable Scheffer puppet and, you know, two days later, everything's good, even two hours later in some environments. But we had to wait for the new release to come from one of the traditional vendors we had to put in our lab, and we get this sort of kitchen sink of every other fix. There'd be enhancements to be GP that we didn't ask for. There'd be enhancements to, you know, Spanish or that we didn't ask for. Even if they patched it, you'd still get this sort of all in one update. And by the time you're done qualifying, there might be another security vulnerability. So you got to start over. So you'd be in this constant cycle of months of qualified, you know, qualifying the image because you you'd be testing everything that's in the image. And not just that. The update. And that's really the key difference between what we're >> going to work involves shapes you eventually chasing your tail. Exactly. One thing comes in and opens up a lot of consequences, but that's what systems over >> all about this consequences, right? This is right systems are challenging. And what it does is it is it creates this culture and no from the network folks, right? Because the network folks are basically, like, not in my backyard. You want to add this new thing? No. Because they're judged by up time. They're judged by how long the network is up and how long the applications available. They're not judged by how quickly they can put a new feature out or how how quickly they can roll an update. Their They're literally judged in most organizations by up time. How many nines are they giving? So if I'm judged by up time and somebody wants to add something new, my first answer as a network person has anybody really is gonna be No, no, no, don't touch anything. It's it's fragile >> because they're jerks or anything. They just know the risk associate with what could come from the consequence exactly touching something. So, yes, it's hard right now to yes, Okay, so I gotta ask you guys a question. How come the networking industry hasn't solved this problem? >> Well, there's a There's a few different reasons I feel it is, and that's because we've had very tightly coupled, very tightly controlled systems that have been deployed his appliances without allowing operators to go ahead and add their innovations onto those items. So if you look at the way thie compute world is kind of moved along in the past fifteen, you know, fifty, thirty years, you mean, really a revolution started to athletics, right? From their particular perspective, you have Lennox. You can open up the system, you get people constructing open source items everyone knows just end. A story that makes the most is the most successful, monolithic, you know, piece of code base that's ever existed, right? It took fifteen years later for anyone in the network industry to even run the linens on a switch. I mean, that's that's pretty, you know, huge in my mind, right? That's that's that's called like Yeah, and so and even when they've got it on the particular switch to running older versions of Colonel, they're running different things. They don't you know, back Porter versions of code that don't work with the most modern applications that are out there, and they really have it in their tight, little walled garden that you can't adjust things with and >> that was their operational mode at the time. I mean, networks were still stable. They weren't that complicated. And hence the lag and many felt had been left >> behind. Theocracy. Inefficiencies that may have function when you have dozens of devices doesn't function when you have hundreds and thousands of devices. And so when you look at, like even from the way they they presented their operating system from a config standpoint, it is a flat config file that's loaded from filing booted. That's the same paradigm people of file for forty years. Why do we still think that hotel today compute has left that behind? They're going the programmatic AP diversions with you know whether it be you know, Cooper netease war with Doctor, where they have everything built into one ephemeral container that gets deployed. Why it hasn't been working in the same thing. And I really believe it's for that close ecosystem that hasn't allowed. People look to put their innovations onto their Yeah, it's >> almost as a demarcation point in time. You think about history and him and how we got here, where it's like, Okay, we got perimeters. We got firewalls and switches top Iraq stuff. So you got scale. It's bolted down, it's secure. And incomes Cloud comes I ot So there's almost a point, You know, it almost picked. The year was a two thousand eight doesn't through two thousand twelve. You started to see that philosophy. So the question I've asked for you is that what was the tipping point? So because, you know, the fire being lit under the butts of networking guys finally hit and someone saying, Well, they don't evolve to be like the mainframe guys. I was like, not really, because mainframes is just different from client server. Networks aren't going away there around. What's the tip was the tipping point. What made the network industry stand up? >> So yeah, what it is, is it's it's being able to buy infrastructure with a credit card, Right? Because as soon as I've got a problem as an application owner was a developer, I say, Hey, I've got this thing that I've got a release, right and I go to the network came and said, I've got this new thing and I get any sort of pushback. Now you look a cloud, right? Eight of us is our Google, like all the different options out there. Fine. I don't need these guys anymore. When the grab credit card slide it, boom. Now I can buy my infrastructure. That's that's really the shift. That's what's pushing folks away from using those kind of classic network infrastructure is because they could do something else, right? >> So cloud clearly driving it, think >> I would. I would say so. Yeah, absolutely. All >> right, So the path of solve these problems, you guys have an interesting solution. What's the path? What's the solution that you guys are bringing to market? Sure. >> So the way I had kind of view, the way the landscape is set up is really if you look at you know where this innovation has happened in the compute side in the last little bit Weatherby Cloud, whether it be, you know, some of the club native items would come out there. They've all come for the operators. I haven't been a vendor to sitting there and going to play. They've kind of mirth, morph himself into vendors. But they didn't originate as vendors, right to go and supply these systems. And so what I see from the solution to that is sort of enabling operators and people who are running networks to be ableto controller their own destiny to manage how their networks are deployed right. And this boils down from our perspective to a micro services containerized network operating system that is not be spoke, not proprietary, but is using the ecosystem has been built from this P people on the computes side specifically the cloud native universe in a cloud native world and applying those perimeters and shims onto network >> learned, learned from the cloud, Right? Like don't try to make something better. Look at the reasons why folks are going to the cloud Look at the AP structures looking. He's of launching instances. Look, att the infrastructure you build with a few clicks and say, What can I learn from that environment to Moto? Mimic that in my private environment? >> Yeah, and this is why we kinda looked at cu burnett. He's is a really big piece of our infrastructure and using the company as a p I as the main interface in tor device. So that you, Khun, you know multi different reasons, is expandable. You could do, you know, a bunch of different custom options to expand that a P i But it allows people who are either in. Deva loves to look at that and go. I understand how this works. I know how these shims function and started getting in the realization that networking is not that much different than what the computer world is. >> So you guys embraced integration, his deployment, CCD pipeline, all that good stuff. And Cooper netease even saw Apple at sea Ncf conference that they have a booth there. No one would talk, but certainly communities is getting part that cloud native. What's the important solution that you guys are building to solve to solve from the problems that you're going after with now the cloud needed because Dev ops ethos is trickling down, helping down the stack. Certainly we know what cloud is, so it's So what is specifically the problem that you solved >> So a couple things that air So obviously you have your, you know, application time of service. The faster you can double your application, the faster you can get up and running the factory. People using out it is, you know, you get more money, you save money, right? Um, you have security. No one wants to be in that that, you know, that box of having a security voluntarily happened on there, but they >> were non compliance, >> Yes, or non compliance with particular thing with a P i. P. I C P C high socks and all in all things that come along with that. And finally it's the operational efficiency of day two operations. We've gotten pretty good as industry as deploying Day one operations and walking away. We don't do anything. No, no, no. We can't change the network anymore. It's really that next day when you have to to things like apply those applications or have a new application, it gets moved. Containers are ephemeral. The average container last two to three days. Viens last twenty three days. Monolithic caps last for years. That air that are not in those things that are just compute bare metal piece. So when we start moving to a location or a journey of having a two to three day ephemeral app that can be removed or moved, replace different location. The network needs to be able to react to that, and it needs to be able to take that and ensure that that not only up time but availability is there for that, >> and it's not management tools that are going to fix it, right? This is this is sort of our core argument is that you look at all of the different solutions that have come out for the last seven, eight, nine years in the networking in the open networking space. This trying to solve this from management perspective with, you know, different esti n profiling different, different solutions for solving this management. Day two operations issues, right. And our core argument is that the management layers on top aren't what needs to change. That can change. If you adopt communities, you get that kind of along with it. But you need to change the way the network OS itself is built so that it's not so brittle so that it's not so fragile breaking into micro services, breaking the containers so that you can put it into a CCD pipeline. You try to take a monolithic network OS and put it in your C. C I. C D Pipeline. You're going to be pushing a rock up. Help. >> It's funny. We've had Scott McNealy on the Cube founder Sun Microsystems and we said, You know, he has from one time. Hey, you know what about the cloud he goes? I should I had network is the computer was his philosophies. I should should we call the cloud? So if the network is the computer kind of concept thie operating environment management's not aki sub system of the network. It's a component, but the operating system has subsystems. So I like this idea of a network, operates system talk about what you guys do with your work operating system and what is day to mean. What is actually that means >> sure. So when you take your services and you divide them up into containers and, you know, call the micro services, basically taking a single service, putting container and having a bunch of dependency that might be associate with that, what you end up doing is having your ability to, uh, you know, replace or update that particular container independently of the other components on the system. If an issue happens, or if you want to get a new feature functionally for that, the other thing you could do is you, Khun Slim, down what you're running. So you don't have to run these two hundred plus features, which is the average amount you see and just a top Iraq device. And you only use maybe ten to twenty percent of those. Why do I have all these extra features that I have to qualify that may introduce a bug into my particular environment. I want to run the very specific items that I know I need to give my application, uh, up and running and the ability to go ahead and pull in the cloud native environment and tools to do that allows you to get the efficiencies that they've learned from not only the cloud way, but also even doing some on Prem communities. You know, private cloud items to get those efficiencies on their forwarding, your network running your applications. >> It's learning from the hyper sailors to write like this. This is Well, I mean, we had this when we were running networks, right? You put every protocol on the board on a white board, and then you'd start crossing them off and you start arguing in a room full of people saying, Why do I need this feature? Why do I need this other feature and it's like you have to justify it. And we know this is happening up the road at, you know, places like Facebook because, like Google, right, we know that they're that they're saying, Hey, the fewer features I have running the simple or my environment is the easier it is to troubleshoot, the less that can go wrong and the less security vulnerabilities. I have these air all. It's all goodness to run less right. So if you give people the ability to actually do that, they have a substantially better network. Yeah, >> what's unique about what you guys doing? How would you describe the difference between what you're doing and what people mean she might be looking at? >> So if you look at what you know other folks, that you know that we're going to see that look at collaborative Riku Burnett ys everything they do is a bolt on until his old architecture that's been around for twenty five years. So it's like a marriage between these two items. It's how you go ahead and have this plug in that interacts with that. Forget all that you're going to get up in the same spot with another thing you're adding on to another thing you're adding on to another thing. Hearing onto it seized these abstraction layers on top of distraction layers were taking the approach where it is native to the non core operating system. You know, Cooper, Daddy's Docker, Micro Services and containers. They're native to the system. We're not anything on. We're not bolting anything on there. That's how it is. Architect designed to be run. >> And that's key, right? The thing that we were really walking away from from our operational experience, we know that the decisions being made at that, you know, CEO Seo level and even in the you know, director of infrastructure level are going to be We're looking to build an on Prem solution, Mr Customers saying I need it to be orchestrated by an open, nonproprietary platform that gets rid of all of the platforms that are currently out there by the traditional network. Oh, yeah, Bs right. If you start out saying my orchestration platform has to be shared from compute storage network and it has to be open and has to be not proprietary, that pretty much leaves communities is you're really only choice and combinations important. It's hugely important to us, right? We knew that when we broke everything into, you know, containerized Micro Services. You need something to orchestrate those. So what we've done is we said, Hey, we're going to use this Cuban eighties tool. We're going to embed it on the device itself, and we're going to run it natively so that it can be the control point for all the different containers that are running on the system. >> That's awesome, guys. Great Chef will go forward to chatting more final question. What words of wisdom you have for other folks out there, Because there are a lot of worlds colliding as we look at the convergence of a cloud architect, which, by the way, is not a well defined position >> where you >> have infrastructure, folks who have gone through machinations of roles. Network engineer this that the other thing programmable networks air out there. You seeing this thing really time data? I oh, ti's. Also, you're all coming together yet. So what, you gotta re evaluating? What's your advice to folks out there? Who who are either evaluating running POC is rethinking their architecture. >> So the first thing that you know I think this is pretty common from folks that to hear is that evolve, or you're not going to be relevant anymore. You need to actually embrace these other items you can't ignore. Cloud. You can't pretend like I have a network. These applications will never move because eventually they will and you're going to be out of a job. And so we need you to start looking at some of the items that are out there from the cloud native universe to couldn't see Cooper nineties universe and realizing that networking is not a special Silent is completely different from, you know, dev ops every items they need to be working together. And we need to get these two groups and to communicate to each other, to actually move the ball forward for getting applications out there faster for customers. >> Don't let the thing I would say to infrastructure, folks, especially those that are going to cloud strategy is don't let the Ivy and the Moss grow on your own prime solution yesterday. Right? Go into your multi cloud strategy with I'm gonna have some stuff in eight of us and have some stuff deserve. I'm not stuff some stuff and Google. I might have some stuff overseas because the data sovereignty. But I'm also gonna have things that are on prep. Look at your on from environment and make it better to reflect what you could do in the cloud. Because once you're developers get using the AP structures in the cloud. They're going to want something very similar on Prem. And if they don't have it than your own, Prem is going to rot. And and you're going to have some part of your business that has to be on Prem and you're going to give it a level of service that isn't as good as the cloud, and nobody wants to be in that situation. >> Glenn, Adam Thanks so much for sharing. Congratulations on the launch of Snap Out every year and thanks for coming and sharing conversation. >> Thanks. Great. >> I'm John for here in Palo Alto. The Cube Studios for Cube Conversation with Snapper Out. Launching. I'm shot for you. Thanks for watching
SUMMARY :
So left on the founders in because you get the down and dirty, So your your audience and you familiar with white Box now working disaggregated networking, How did you guys start this company? And the issues and problems that we saw doing that And what are some of the things that apples you guys notice on a huge scale? monolithic single binary item that goes in the pleasant device, and you know that worked in, As the expression goes, you have to be modern. and how often they, you know, fixed security vulnerabilities or you know they have patches or even going to work involves shapes you eventually chasing your tail. They're judged by how long the network is up and how long the applications available. So, yes, it's hard right now to yes, Okay, so I gotta ask you guys a question. is kind of moved along in the past fifteen, you know, fifty, thirty years, you mean, really a revolution started to athletics, And hence the lag and many felt had been left They're going the programmatic AP diversions with you know whether it be you know, Cooper netease war with Doctor, So the question I've asked for you is that what was the tipping point? Now you look a cloud, I would say so. What's the solution that you guys are bringing to market? So the way I had kind of view, the way the landscape is set up is really if you look at you Look, att the infrastructure you build with a few clicks and say, What can I learn from that You could do, you know, a bunch of different custom options to expand that a P i But it allows What's the important solution that you guys are building to solve to solve from the problems So a couple things that air So obviously you have your, you know, application time of service. It's really that next day when you have to to things like apply those applications or so that it's not so fragile breaking into micro services, breaking the containers so that you can put it into a CCD a network, operates system talk about what you guys do with your work operating system and So when you take your services and you divide them up into containers And we know this is happening up the road at, you know, places like Facebook because, So if you look at what you know other folks, that you know that we're going to see that look at collaborative Riku Burnett ys everything they do we know that the decisions being made at that, you know, CEO Seo level and even in the you know, What words of wisdom you have for other So what, you gotta re evaluating? So the first thing that you know I think this is pretty common from folks that to hear is that evolve, to reflect what you could do in the cloud. Congratulations on the launch of Snap Out every year and thanks for coming and sharing The Cube Studios for Cube Conversation with Snapper Out.
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Judy Estrin, JLabs | Mayfield People First Network
>> Over and welcome to this special cube conversation here in the Palo Alto Studios of Cube. Part of our People. First project with Mayfield Fund and Co creation with Cuban John Very your host. Very special guest. Judy Estrin. She's the CEO of J Labs and author of the book Closing the Innovation Gap. She's also well known for being an Internet entrepreneur. Pioneer worked on the initial TCP IP protocol with Vin Cerf from When the A Stanford Great History Computer Science. You have computer systems in your blood, and now you're mentoring a lot of companies. Author you a lot of work, and you're lending your voice to some cutting edge issues here in Silicon Valley and around the world. Thanks for joining me today for the conversation. >> Thank you. It's fun to be here, >> So I love the fact that you're here. You're a celebrity in the commute computer industry circles. You were there at the beginning, when the computer systems or the Internet were being connected as they built out of stone of the whole system's revolution in the eighties, and the rest is history. Now we have cloud computing, and now we're seeing a whole nother level step function of scale. And so you've kind of seen it all. You've seen all all the waves. Actually, something like make is they have seen some of the ways, but you've seen all of them. The most compelling thing I think that's happening now is the convergence of social science and computer science. Kind of our motto. Silicon Angle. You recently wrote to Post on Medium that that has been kind of trending and going viral. I want to get your perspective on that. And they're They're interesting because they they bring a little bit of computer science called the authoritative Authority Terrian Technology Reclaiming Control far too attention, part one. We go into great detail to lay out some big picture computer industry discussions. What's it all about? What's what's the What's the idea behind these stories? >> So let me back up a little bit in that, a Sze Yu said. And we can go into this if you want. I was very involved in a lot of thie, ah, innovation that happened in the Village Valley in terms of microprocessors, the Internet, networking, everything that laid the foundation for a lot of the things we see today incredible opportunities for my career for problems we solved over the last ten years. Ten, twelve years. Um, I began to see a shift and a shift in the culture and a shift in the way technology was impacting us. And it's not all good or bad. It's that it felt like we were out of balance and that we were becoming shorter and shorter, term focused and actually my book in two thousand eight closing the innovation gap. The main message there is let's not forget about the seeds you plant that all of this comes from because we're reaping the benefit of those seeds. We're not planning new seats and that we were becoming in the Valley in the nation the way we thought about things more and more short term focused and technology was causing some of that and benefitting and not been and at a disadvantage because of that. So that started with my book in two thousand eight and then in twenty fourteen, I think it was I did a Ted talk a Ted X talk called Balancing our Digital Diets, and I was even Mohr concerned that we were out of whack in terms of the consequences of innovation, and I drew an analogy to our food's systems, where so much innovation and creating cheap calories and energy and things like high fructose corn syrup that it took years to realize that, Oh, there's some negative consequences of that innovation. And so that was kind of a warning that, um, we weren't thinking enough about the consequences of at that point. Social media. That was before fake news, and I talked about tweets and how truth that lies went faster than truth, not knowing how bad that situation was going to be and then leading up to the election and after the election. We all know and have all learned now about the impacts of these technologies on our democracy, and I believe on our society and humanity. And I don't think it's just about our election system. I think it's about our psyches and how the technology's air impacting the way we think our fear and anxiety level of our kids and us is adults. So I been talking to people about it and advising, and I finally decided as, uh, I was collaborating with people that I felt that a lot of the awareness was in pockets that we talked about data privacy or we talked about addiction. But these air things were all interrelated, and so I wanted to one ad. My voices is technologists because I think a lot of the people who are writing the building, the awareness and talking about it if you are in government or a journalist's or even a social scientist people, it's really easy to say, Yeah, you say that, but you don't understand. It's more complicated than that. You don't understand the technology. So one, I do understand that technology. So I felt adding my voice as a technologist. But I'm also, uh, just increasingly concerned about what we do about it and that we take a more holistic view. So that's what, what what the pieces are about. And the reason I broke it into two pieces is because they're too long for most people, even the way they are. But the first is to build awareness of the problems which we can dig into it a high level if you want. And then the second is to throw out ideas as we move towards discussing solutions. So let me take a breath because you were goingto jump in, and then I can. >> No, it's just because you're connecting the foundational of technology foundation technology, identifying impact, looking at pockets of awareness and then looking at how it's all kind of coming together when you talk like that The first time I saw O subsystem interrupt us connection so someone could get like a operating system. And I think the society that you're pointing out in the article, the first one intention was there only to relate. And I think that's the key part. I think that's interesting because we run into people all the time when we do our cue broadcasts that have awareness here and don't know what's going on this. So this context that's highly cohesive. But there's no connection, right? So the decoupled right but highly cohesive, That's kind of systems. Architecture concept. So how do we create a robust technology's society system where technology and I think that's a threat that we're seeing this? What I cleaned out of the articles was your kind of raising the flag a little bit to the notion of big picture right system, kind of a foundational, but let's look at consequences and inter relationships, and how can we kind of orchestrate and figure out solutions? So what was the reaction to expand on that concept? Because this is where I was. It was provocative to me, >> right? So I think there are two thought trains that I just went down. One is that one of the problems we have that has been created by technology and technology is suffering from again. It's causing both cause and effect is not enough seats, system thinking and so one issue, which is not just this is not just about social media and not just about a I, but over the last twenty years we've increasingly trained, I think, are, Ah, engineers and computer scientists in Mohr transactional thinking. And as we move quicker and quicker to solve problems, we are not training our leaders or training our technologist to think in terms of systems. And so what I mean by systems is two things that you can break, that any problems have pieces. But those pieces air inter connected. We are interconnected, and that you, if you don't keep those things in mind, then you will not design things in a way, I believe that have the longevity and make the right type decisions. The second is the law of consequences when you have a system, if you do something here, it's going to impact something here. And so that whole notion of taking was thinking through consequences. I'm afraid that we're training people as we are focusing on being more and more agile, moving more and more quickly that it's in technology and in society that we're losing some of that system, thinking >> that they kind of think that's the trade off is always around. Whenever he had systems conversations in the past, but my old systems had on trade offs, we have overhead, so we have more memory. How do we handle things? So this is kind of That's just what happens. You tell about consequence, but >> we don't have all those we I'm older than you. But we started at a time when that we were limited. We were limited by memory. We were limited by processing. We were limited by band with and a different times. As thie industry emerged, the constraints were in different areas. Today, you don't have any of those constraints. And so, if you don't have any of those constraints. You don't get trained in thinking about trade offs and thinking about consequences. So when when we come into just what drove me to write, this one set of things are foundational issues and what I mean by foundational it's it's our relationship to technology. And the fact of the matter is, as a society, um, we put technology on a pedestal, and we have, uh, this is not to be taken out of Cut is not to be taken the extreme of talking about people, but overall, our relationship with technology is a bullying, controlling relationship. That's why I called it authoritarianism. >> Upgrade your iPhone to the new version. >> Well, whether it's as a user that you're giving up your your your authority to all these notifications and to your addiction, whether it is the fact that it is the control with the data, whether it is predictive ai ai algorithms that are reading your unconscious behaviors and telling you what you think, because if it's suggesting what you by putting things in front of you. So there are all of these behaviors that our relationship with technology is not a balanced relationship and you could one. You have a culture where the companies that are that have that power are driving towards. It's a culture of moving fast growth only don't think about the consequences. It's not just the unintended consequences, but it's the consequences of intended use. So the business models and at which we don't need to go into, because I think a lot of other people talk about that all end up with a situation which is unhealthy for us as people and humanity and for us as a society. So you take that part and it is. There's a parallel here, and we should learn from what happened with industrial Ah, the industrial revolution. We want progress. But if we don't pay attention to the harm, the harmful byproducts and trade offs of progress, it's why we have issues with climate. It's why we have plastic in our oceans. It's because you, you judge everything by progresses just growth and industrialization without thinking about well being or the consequences. Well, I believe we now face a similar challenge of digitization, so it's not industrialization. But it's digitalization that has byproducts in a whole number of areas. And so what the the article does is get into those specifics, whether it's data or anxiety, how we think our cognitive abilities, our ability to solve problems, All of those things are byproducts of progress. And so we should debate um, where we what we're willing to give up one last thing. And then I'll have to come in, which is one of the problems with both of these is is humans value convenience. We get addicted to convenience, and if somebody gives us something that is going to make things more convenient, it sure is held to go backward. And that's one of the reasons the combination of measuring our goodness as a country or a CZ. Globalization by economic growth and measuring our personal wellness by convenience, if something is more convenient, were happier. Take those two together, and it makes a dangerous cop combination because then our need for community convenience gets manipulated for continued economic growth. And it doesn't necessarily end up in, Ah, progress from, ah, well being perspective. >> It's interesting point about the digitization, because the digital industrial revolution, when the digital revolution is happening, has consequences. We're seeing them and you point them out in your post Facebook and fake news. There's also the global landscape is the political overlay. There's societal impact. There's not enough scholars that I've been trained in the art of understanding into relationships of technology, and Peg used to be a nerd thing. And now my kids are growing up. Digital natives. Technology is mainstreams, and there it is. Politics. You know, the first hack collection, Some of the control, The first president actually trolled his way. That president, I said that I'm the kid. That was my position. He actually was a successful troll and got everyone he trolled the media and you got the attention. These air new dynamics, This is reality. So is you look forward and bring these ideas, and I want to get your thoughts on ideas on how to bring people together. You've been on a CTO Cisco Systems. I know you've been sleeping on a board. This is a cross pollination opportunity. Bring people together to think about this. How do you do You look at that? How do you view how to take the next steps as a as an industry, as a society and as a global nations? It eventually, because cyber security privacy is becoming polarized. Also on a geography bases in China they have. GPR is hard core there. In Europe, he got Asia. With Chinese. You got America being American. It's kind of complicated as a system architecture thinking. How do you look at this? What is the playing field where the guard rails? What's your thoughts on this? Because it's a hard one, >> right? So it is a hard one and it isn't. It isn't easy to pave out a path that says it's solvable. Um, nor does Climate right now. But you have to believe we're going to figure it out because we have to figure it out. So I think there are a lot of pieces that we need to start with, and then we need to adjust along the way. And, um, one piece is and let me back up. I am not. I don't believe we can leave this up to the industry to solve the incentives and the value systems and the understanding of the issues. The industry is coming from an industry perspective, and you can't also. You also can't leave it just two technologists because technologists have a technology person perspective. I don't believe that you just can have government solve it for a variety of reasons. One is, if it takes a spectrum of things to legislation, tends to be retroactive, not forward looking. And you need to be really careful not to come up with regulation that actually reinforces the status quo as opposed to making something better. But I think we need to. We do need to figure out how to govern in a way that includes all of these things. So once >> it's running, it's clear that watching the Facebook hearing and watching soon dark sky in front of the house. Our current elected officials actually don't even know how the Internet works, so that's one challenge. So you have a shift in its every beat >> and it and it's actually, if you think about the way legislation often gets made one of the problems with our democracy right now, I'm not going to put it in quotes. But I want to put it >> out. >> Is that the influence of money on our democracy means that so often the input toe legislation comes from industry. So whether it's again big tech, big pharma, big Oil, big. That's the way this cycle works in places where we have had successful legislation that industry input, what you need industry input. You just don't want industry to be the on ly input that is balanced with other input. And so we need infrastructure in the world. In the country that has policy ideas, technology. This needs to come from civil society, from the academy from non profits. So you need the same way we have environmental sciences. We need to fund from government, not just industry funded that science. That's number one. And then we need ways to have conversations about influencing companies to do the right thing. Some of it is going to be through legislation some of it is going to be for through pressure. This, in some ways is like tobacco in some ways, like it's like food. In some ways, it's like climate on DH. It's so and an underlying any of this to happen. We need people to understand and to speak up because awareness amongst whether it's individuals, parents, teachers, we need to give people the information to protect themselves and to push back on companies and to rally pushback on government. Because if if there's not an awareness of people are walking around saying, Don't take away my service, don't make this less convenient don't tax my soda. Don't tell me my text messages. That's right, so and I'm not saying taxes of the way. But if there isn't what what I'm focused on is, how do we build awareness? How do we get information out? How do we get companies like yours and others that this becomes part of >> our >> messaging of understanding so we can be talking about I >> think it's, you know back, Teo, The glory days of the TCP epi Internet revolution. He sent a package from here to there. It's a step. Take a first step. I personally listening to you talk feel and I said, It's on The Cuban people know that. You know, my my rap know that I've been pounding this. There's a counter culture in there somewhere. Counter culture's is where action happens, and I think you know, tax regulation and, you know, the current generations inherited. It is what it is we have. You're laying out essentially the current situation. John Markoff wrote a great book, What the door Mail said, talking about how the sixties counterculture influence the computer industry from breaking in for getting computer time for time sharing, too hippy revolution question I have for you put you on the spot. Is Is there a counterculture in your mind? Coming a digital hippie quotes is because I feel it. I feel that that let the air out of the balloon before it pops. Something has to happen and I think has to be a counterculture. I yet yet can't put my finger on it. Maybe it's a digital kind of a revolution, something compelling that says Whoa time out. >> All right? I think we need a couple of counter culture's in that in layers of it, because, um, I think there is going to be or is starting to be a counterculture amongst technologist and the technology industry and entrepreneurs who are some it's still small who are saying, You know what? This chasing unicorns and fastest growth and scale, you know, move faxed and break things. But, um, we want to move fast, but we want to think about whether we're breaking what we're breaking is really dangerous, you know, move fast and break things is fine, but if it's oops, we broke democracy. That isn't something that, uh that is I'm sorry you have to think about and adapt more quickly. So I think there is Are people who are talking about let's talk openly about the harm. Let's not just be tech optimists. Let's understand that it's small, but it's beginning and you're seeing it in a I for instance, the people who are saying Look, were technologists, we want to be responsible. This is a powerful weapon or tool. And let's make sure we think about how we use it. Let me just say one thing, which is, I think we needed another kind of counterculture, which I'm hoping is happing in a number of areas, which is societally saying, You know, we have a slow food movement. Maybe we just need a slow down, a little bit movement. So if you look at mindfulness, if you look at kids who are starting to say, You know what? I want to talk to someone in person, I don't. So we we need some of that counter movement where I'm hoping the pedestal starts to come back. In terms of people looking for real connectivity and not just numbers of connections, >> it's interesting, You know, everything has a symmetrical, responsible thing about it. For every fake news payload and network effect is potentially an opposite reaction of quality network effect. It's interesting, and I don't know where it is, but I think that's got it could be filled, certainly on the economic side, by new entrepreneurial thinking, like one observation I'm making is you know this. Remember, they'll bad boys of tech and he's smiling. Now It's bad gals, too, which is growing still lower numbers. So I think there's gonna be a shift to the good, the good folks right moment. But she's a she's a good entrepreneur. She's not just out there to make a quick buck or hey, mission driven za signal we're seeing. So you start to see a little bit more of a swing to Whoa, hey, let's recognize that it's not about, you know, could Buck or >> so, yes, but between you and I, it's teeny compared to the other forces. So that's what those of us who believe that needs to happen need to continue to >> one of those forces money making. >> I think it's a combination of, Ah, money and how much money, Dr. Celebrity culture, um, the forces, the power that's in place is so strong that it's hard to break through, um, short term thinking, not even being trained. So like so many things in our culture, where you have entrenched power and then you see uprising and you get hope and that's where you need the hope. But, um, we've seen it so often in so many movements, from race to gender, where you think, Oh, that's solved, it's not solved and then you come back in and come back at it. So I just I would argue that there is little bits of it, but it needs fuel. It needs continuity. It it. And the reason I think we need some government regulation is it needs help because it's not gonna >> happen. You should question, you know, some successes that I point out Amazon Web services, Google even having a long game kind of narrative they're always kind of were misunderstood at first. Remember, Google was loud by search is not doing too well. Then the rest is history. Amazon was laughed. Amazon Web services was laughed at. So people who have the long game seemed to be winning in these transitions. And that's kind of what you're getting at. You think long term, the long game. If you think in terms of the long term vision, you then going look at consequences differently. How many people do you run in? The valleys actually think like that. Okay, >> so we're talking about two different things. One is long term thinking, and I do think that apple, Google, Amazon have taken long term thinking's. So there are a good example. But if you look at them, if we look at the big companies in terms of the way they approached the market and competition and their potential negative impacts on overall society, they're part of the power. They're not doing anything to change the systems, to not >> have good and continue to benefit. The rich get richer. >> So there this This is why it's complicated. There are not good guys and bad guys there are. These people are doing this and that. So do I think overall dough? I see more long term thinking. Um, not really. I think that the incentives in the investment community, the incentives in the stock market. The incentives culturally are still very much around shorter term thinking. Not that there aren't any, but >> yeah, I would agree. I mean, it tends to be, you know, Hey, we're crushing it. We're winning, you know? Look at us. Growth hack. I mean, just the languages. Semantics. You look at that. I think it's changed. I think Facebook is, I think, the poster child of short term thinking growth hacks move fast, break stuff and look where they are, you know, they can't actually sustaining and brand outside of Facebook, they have to buy Instagram and these other companies to actually get the kind of growth. But certainly Facebook is dominate on the financial performance, but they're kind of sitting in their situation. I think you know the bro Grammer movement, I think is kind of moving through the white common ear culture of Okay, let's get some entrepreneurship going. Great. Rod. I think that's stabilising. I think we're seeing with cloud really science and thinking for good. That's a positive sign. >> Well, I'm I'm glad to hear that from you, you know, and all >> you're probably going with. >> No, no, no, I'll take that and take that into feeding my hope because I hope, >> well, the movement is classic. Look, we're not gonna tolerate this anymore. I think transparency in my final question to you before you get to some of the more entrepreneur Question says, If you look at the role of community on data, science and connectedness, one of the things about being connected is you got potential potential for collective intelligence. So if you look at data, as I said, networks, what if there was a way to kind of hone that network to get to the truth fast? Esther, something we've been working on here, and I think that's something that, you know changes media. It changes the game. But collective intelligent, the role of the community now becomes a stakeholder and potentially laying out. So his problems and you're part of the Mayfield community was co created this video with roll community, super important people. The rule of the of the person your thoughts on >> so I community is a word that is has takes on a lot of meetings, and the problem is when you mean it one way and use it the other way, the same as data driven. So I think there's at one level which is community and conductivity that has to do with collecting input from lots of sources. And when you talk about investigative journalism or they're in environmental situations or all sorts of areas where the ability to collect information from lots of sources that air interested and analyze that information that is one level of community and connectivity and networking because of people you know which is great, there's another type. When people talk about community, they mean a sense of community in terms of what humans need and what that connectivity is. And most online networks don't give you that level. The online needs to be augmented by, Ah, inter personal understanding. And one of the problems. I think with today's technology is we're fitting humans into bits that technology Khun Support, as opposed to recognizing what are our human needs that we want to hold on to and saying There are some things that are not going to fit into somebody's data set. So in that first type of community than absolutely, I think there's lots of benefits of the cloud and wisdom of the crowd. But if you're talking about humans connecting in people. You don't have the same type of, uh, that that really community online tools can help. But we should never confuse what happens in our online world >> with your final question for, you know, we got We're pushing the time here. Thank you for spending time. First of all, it's great conversation. You've seen the movie with venture capital from the beginning. You know, all the original players seeing what is now just where's that come from? Where are we? What's the state of VC? Then? He hope to the future, they all adding value. How do you see that evolving and where are we with? >> You know, I would. I think venture capital has gone through a lot of different phases. And like so many things, especially those of us who want computers, we liketo lump them all together. They're not altogether. There are some small, Yes, like they field. And the I do think, though, that something shifted in the lead up to the dot com. Ah, and later the burst. And what shifted is venture capitalists. Before that time were company builders. They were the financiers, but they saw themselves with the entrepreneur building companies because of the expansion leading up to two thousand, and the funds grew and the people coming into the field were, they became more bankers and they took more financial supposed to balancing financing and entrepreneurship. It felt like it moved. Maurin toe. This is a private equity play, Um, and I think the dynamic with entrepreneurs and the methodology overall shifted, and I don't know that that's changed Now again, not across the board. I think there are some, uh, those firms that have identified our partners within firms who still very much want Teo filled companies and partner with entrepreneurs. But I think the dynamic shifted, and if you view them as that's what they are, is private equity investors. And don't expect something else. If people need money, that's a good pick. Ones that are the best partner >> is your partner. If you want a banker, go here. If you want Builder, go their key distinction. Judy. Thanks for sharing that insight. We're Judy Estrin. Sea of Jail as author of Closing Innovation. Gabbas Wellman's well known entrepreneur advisor board member formally CTO of Cisco. And again, Great gas. Thanks for coming on I'm John for Herewith. Cube conversation. Part ofmy Mayfield. People first with the Cube. Thanks for watching.
SUMMARY :
She's the CEO of J Labs and author of the book Closing the It's fun to be here, So I love the fact that you're here. that I felt that a lot of the awareness was in pockets that we talked about how it's all kind of coming together when you talk like that The first time I saw O subsystem interrupt One is that one of the problems we have that has been created that they kind of think that's the trade off is always around. And the fact of the matter And then I'll have to come in, which is one of the problems with both of these is is So is you look forward and bring these ideas, and I want to get your thoughts on ideas I don't believe that you just can So you have a shift in its every beat and it and it's actually, if you think about the way legislation Is that the influence of money on our democracy means that so I feel that that let the air out of the balloon before it pops. So if you look at mindfulness, if you look at kids who are starting to say, So you start to see a little bit more of a swing to Whoa, hey, let's recognize that it's it's teeny compared to the other forces. And the reason I think we need some government regulation is it You should question, you know, some successes that I point out Amazon Web services, of the way they approached the market and competition and have good and continue to benefit. community, the incentives in the stock market. I mean, it tends to be, you know, Hey, we're crushing it. data, science and connectedness, one of the things about being connected is you got potential potential has takes on a lot of meetings, and the problem is when you mean it one You know, all the original players seeing what is now just where's that come from? But I think the dynamic shifted, and if you view them as that's what they are, is private equity investors. If you want a banker, go here.
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Jagane Sundar, WANdisco | AWS re:Invent 2017
>> Announcer: Live from Las Vegas It's theCube covering AWS re:Invent 2017 presented by AWS, Intel, and our ecosystem of partners. >> Welcome back to our live coverage. theCube here at AWS re:Invent 2017 Our fifth year covering Amazon Web Services and their massive growth. I'm John Furrier, my co-host Lisa Martin. Here our next guest is CTO of WANdisco, Jugane Sundar. Welcome back to theCube. >> Thank you John. >> You guys are everywhere. WANdisco around the table and all these deals so you guys have been doing extremely well with (indistinct talking) property. What's new? You got some news? >> Yes we do, we recently announced integration with Amazon's AWS Snowball device which gives you the ability to do migration of on-premises workload into the Cloud without down time, and then the end result is a hybrid cloud environment that you can have an active for right environment on both sides. That's a unique capability, nobody else can do that today. >> What does it mean for AWS and their customers 'cause they're very customer focused. What are you guys bringing to the table? >> We bring a whole lot of big data workloads, analytics workloads, IoT workloads into their Cloud. And the beauty of the cloud is that you may have a 20 node cluster on-premises but you can run analytics with a 1000 nodes up in the Cloud on demand and pay just for that use. We think it's a very powerful value proposition. >> Where are you seeing the most traction? We've talking about the massive growth at 18 billion dollar annual runway that fit AWS and Andy's conversation with you John the other day said we haven't gotten that big on startups alone. So even some of the things like the advertising that AWS is now starting to do suggests they're going up the stack to the Enterprise and to the Sea Suites. Where are you guys seeing the most traction with AWS? Is it in the Enterprise space, is it in the start up space, both? >> So somewhat because of our route, what we're finding is that the large majority of Big Data customers and analytics customers from the last two, three years are all considering some form of addition of a cloud to their environment. If it's not a wholesale migration, it's a hybrid environment. It's bursting out into the cloud type of use case and what you're finding is that growth of on-premise Big Data and analytics systems is slowing down because once you get to the Cloud, the plethora of tools you have, the facilities that the scale brings to you is just unmatched. That's the trend we really see in the market. >> We've seen a lot of people go and use it in the marketplace. Juniper Networks for instance, are seeing some activity at the network. Who would have thought a network player is gonna to pick it in the Cloud, but this is what industrial-strength cloud looks like. You guys have the active active. Where does that fit in for the customers who wanna leverage the apps, and don't wanna worry about the networks? >> Exactly, the traditional model of thinking was use the Cloud for back up. You have your on-premise stuff. The cheapest way to back it up is into the Cloud. But that's really just scratching the tip of the iceberg. Once you put your data up in the Cloud, you have the ability to have it strongly consistently replicated then you can do amazing things from the Cloud. You can do a whole new analytics system. Perhaps you want to experiment with Spark in the Cloud and have it on on high on-premise that works very well. Now that both sides are actively writeable, you can create partitions of your data that are dynamically generated written to both sides. These are things that people did not consider. Once they stumble upon it, it just opens their mind to a whole new way of operating. >> Business Park, I've heard some rumors and rumblings in the developer community here that they're running Spark on Lando. People always hacking with new stuff. So Lando server list I think is coming down. How does that relate to some of things that are driving WANdisco's, how do you relate to that? Does that help you? Does that hurt you guys? >> It helps us, the way we look at it. We're all about strong replication of storage. Lando is no storage, you talk to the underlying storage of some kind. It's S3, it's EBS volumes whatever. So long as the storage comes through our system. Any growth, any simple easy way for applications to be written is hugely positive for us. >> What are the start ups out there? We've seen a lot of start ups really missed the mark. They misfired on the Cloud and you seen some stars that have played it well. They've got in the tornadoes as we say. In fact, Geoffrey Moore, I think is rewriting his book Inside the Tornado, which is a management paradigm. But there really seems to be a new business model. You guys are like ever green at WANdisco because you're unique (indistinct talking) property. How are you guys working with that business model and what are some of the things you're seeing with start ups and companies who are trying to play the cloud but are misfiring? >> Right so WANdisco as you know stands for Wide Area Network Distributed Computing, and the Cloud is like a huge bonus to it. It's all about the Wide Area Network. We are now consolidating a bunch of work in the cloud, but guess what? It's gonna go back to going to go into the edge in some way 'cause the edges are getting smarter. You need replication between those. We see a lot of that coming up in the next two, three, five years. IoT workloads and use cases all involve somewhat of edge smart computing. We replicate between those really well. >> Lisa, we always talk about the trend is your friend. In your case, Cloud is your friend. >> Indeed, it is. The Cloud is all about wide area network computing and we are the ones who can really replicate-- >> How does a customer know what to do when it comes down to getting involved with WANdisco? It's not obvious. Spell it out, why do they need you guys? When do you get involved? What specific things should be red flags to a potential customer or a customer who says I'm gonna go in on the Cloud. Unpack that. >> Let me give you a simple example. We look at Amazon S3, it's a Cloud service storage. But do you know that it's actually on a per region basis. When you create a bucket to put objects into the bucket, it's located in one region. If you want it replicated elsewhere, they have cross-region replication which is an eventually consistent replication system that doesn't give you the consistent results that you want. If you have such a situation employing our technology immediately gives you consistent replication. Be it Cloud regions, Cloud to Cloud or on-premise to Cloud. The end result is the minute you step into replication across the land, every solution out there doesn't do it consistently and that's our core-- >> And that's your unique IP. >> Indeed, it is. >> Okay so I'm seeing Amazon racing their roll out regions. They got one coming in China, one in the Middle East. That's a big part of the strategy. Does that help you or what does that do? >> Absolutely it helps us a great deal, partly because customers now do not look at their applications as a single region applications. That doesn't fly anymore. The the notion that my banking app cannot work because a data center went down is just not acceptable in the modern world anymore. The fact that we depend so much on the services means they need to be up all the time. More regions, more data replication. That's why we step in. >> So that sounds like a lot of symbiosis here. You talk about S3 and replication challenges. So tell us how WANdisco is actually helping AWS. That's one example but help you us understand the symbiosis with your relationship with AWS. >> The best example I can give you is a large travel service company in the internet. They had to Adobe infrastructure that was growing out of control. They wanted to manage costs by moving some workloads to Amazon but didn't really know where to start, because you can't do such a thing as take a copy of the data, ship it off on a Snowball into the Cloud and tell the users of that data, stop writing to it now. It's gonna be available in the Cloud, a week, 10 days from now. Then you can start writing again. That's just not acceptable. This is live data problem. The problem here is that you need to be able to ship out your data on Snowballs, continue to write the on-premise storage. When it shows up in the Cloud, start writing that. Both are consistently replicated, you have a proper hybrid Cloud environment. So this was a great bonus to them. As for AWS, they watched this and they look at it as a easy way to move vast majority of data from on-premise big Data analytics systems. >> Have they been a fuel to your fire, in a sense that they've been on this incredible acceleration of their innovation and as Andy Joci said many times to you John. It's speed and customer focus. So how has their accelerated pace of innovation helped fuel WANdisco's so that like you were saying the unique value. How have they really ignited that? >> So they started off with just plain Snowball two years ago. Last year they announced Snowball Edge which is a pretty improved device. Now they have in the works, capability to do some compute on those boxes. That's very interesting to us. Now our services can decide on the Snowball, It arrives at a customer site. He plugs it in, turns it on instant replication capabilities Those are fueled both by Amazon's drive and extreme speed and our own capabilities. So Amazon is a wonderful partner for us partly because their charge to us innovation is quite amazing. >> Snowball, snow mobile, it's gonna be a white Christmas for you guys. Business is good. >> Business is great. >> Okay, final question. What's the conversations you're having here this year, share with us some of the quick conversations you're having in the hallways, meetings, Amazon got execs, partners. >> So most of the conversation are about moving workloads from on-premise into the Cloud. I personally am very interested in IoT use cases because I see the volume of data and the ability for us to do some interesting replications at being critical. That's where our focus is right now. >> Jugane Sundar, CTO of WANdisco. Big announcement, partnership with Amazon Web Services and Snowball replication active active. Great solution for replication. You got regions across regions. Check out WANdisco. Thanks for coming by, great to see you again. Congratulations on all your success. This is theCube, live coverage day one. It's coming down to an end. The halls open, we got two more days of packed two Cubes. Stay tuned for more, we got some great guest coming up, stay with us. (uptempo techno music)
SUMMARY :
It's theCube covering AWS re:Invent 2017 Welcome back to our live coverage. so you guys have been doing extremely well a hybrid cloud environment that you can have an active What are you guys bringing to the table? that you may have a 20 node cluster on-premises that fit AWS and Andy's conversation with you John the plethora of tools you have, Where does that fit in for the customers you have the ability to have it strongly consistently Does that hurt you guys? you talk to the underlying storage of some kind. and you seen some stars that have played it well. and the Cloud is like a huge bonus to it. Lisa, we always talk about the trend is your friend. and we are the ones who can really replicate-- Spell it out, why do they need you guys? The end result is the minute you step Does that help you or what does that do? The the notion that my banking app cannot work the symbiosis with your relationship with AWS. The problem here is that you need to be able to ship out many times to you John. Now our services can decide on the Snowball, it's gonna be a white Christmas for you guys. What's the conversations you're having here So most of the conversation are about moving workloads Thanks for coming by, great to see you again.
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Lenovo Transform 2017 Wrap Up with Rebecca & Stu - Lenovo Transform 2017
>> Announcer: Live from New York City, it's the Cube. Covering Lenovo Transform 2017. Brought to you by Lenovo. >> We are wrapping up a day of coverage, the Cube's coverage, of Lenovo Transform. I'm your host, Rebecca Kinight, along with Stu Miniman. We have been here, we've interviewed all the great guests, heard a lot of great content, we were there at the keynote. Stu, what have we learned? Yeah, so Rebecca, they talk a lot about, think differently, and we're transforming, and we know that there's so much change happening in the industry. On the one hand, I step back and I say, okay, it's a new generation of Intel Chipset. That's great. Said great a few times already. They've got some people that have been with the company a long time. YY, the CEO's been there for many years, steady at the helm. But there's a lot of new leaders in the group. Kirk Skaugen, who we've now interviewed a couple times, Kim Stevenson, who we've known, a great Cube alum, talked about why she joined a company like Lenovo. Said, they're an underdog, and she feels that they have a great position without that legacy baggage. You know, legacy is one of those terms that gets thrown around. One of our guests today said, you know, oh, in five years from now, we'll be calling software defined legacy because, I was at a conference, they said legacy is what you installed yesterday. (laughs) >> Good point, yeah. >> So, you know, that being said, Lenovo understands, you know, fanatical devotion to that, you know, customer-centricity, is the term they put out there a few times. They want to be reliable, they want to be trusted, and they've got metrics and stats to prove that they are meeting what they're doing. They're not just, you know. John Farrier texted me, he said, "There's meat on the bone at this event, Stu." Absolutely. So, interesting to look at, kind of where they are, where they're going forward. The server industry as a whole is a bit challenged. >> Mm-hmm. >> Storage has been going through radical transformation. Networking is driving more to software defined. And all of that means that there's opportunity for new players to rise through the ranks. And Lenovo feels that they're got the pieces to put together both with themselves, and with their channel and technology partners to be able to drive forward. >> So, one of the things that we're hearing a lot about is that they are number one in customer satisfaction. Because they are so reliable, and because they have great service. In terms of what they were hearing from their customers, we heard this a lot, is that the customers want simple, they are overwhelmed sometimes by too much choice. They want nothing too complicated. And they want things future-proofed. I mean, is that possible? >> Yeah, it's really tough. I did an article a few years ago looking at Amazon. And people would say, oh the hyperscale companies, they use commodity off the shelf hardware. I mean, Intel chips everywhere, what's the difference? Well, I wrote, Amazon actually hyper-optimizes. They have to build for one data center; it's their own. So if they built an application, it's 10,000 or 50,000 servers that they can build for that exact environment. Now, Lenovo leads with data centers around the globe. So, where can they simplify and standardize, and where do they need to fit around the world? So, it's great that they can have a common form factor for a power supply, but you know, we've got different power usage in various places around the world. But they do need to be, customers want help to be a little bit more opinionated, and to simplify what they're doing. I talked to a CIO a couple of years ago, and he said, we were really good at, you know, give us a big chunk of money and 18 months and we could build a temple to our application. Today I need to be faster. I need to be able to build, be more modular, and a lot of that means that I need to have architectures that are more software driven. I still need redundancy, and availability in the hardware, but I'm not going to build, you know, that monolithic infrastructure for a specific application. I just need something that's more flexible. And Lenovo understands that, and they've taken the assets that they had internally, added the pieces that they've gotten from IBM, and are driving these pieces forward, and with a lot of partners, as we've said. Interesting stuff coming from Microsoft. Azure Stack was one of my favorite interviews, talking about that mixture of I need standardization but, I also need some flexibility >> Right. >> in what I'm doing. >> Do you think that the product launches that we heard a lot about today, at the keynote, and also in our interviews today. Do you think that they will, how much do they move the needle forward is what I want to ask? >> Yeah, great question because Kim Stevenson told us, I mean, the last year, if you look revenue and units, Lenovo didn't do great. So, they've got the pieces together, the new generation. They've talked to their customer base. I think they understand what they're going to do when they hyperscale, what they're going to do in the enterprise market, and what they're doing partnering on converged, hyper converged, offering to put those together. Some of these things are really easy for us to track. We come back a year from now and we'll say, okay, the quarterly trackers done by someone like Piers in the analyst industry, you know, the numbers don't lie. You know, customers will vote with their wallets, and we will be able to say whether or not they move the needle. It's great to say, number one in customer support, but if, you know, your competition is growing, and you're shrinking, there's only so far that'll go. >> Well, that's just what I was going to ask you. I mean, is it enough? And what do you predict? I mean, can you look into your crystal ball a little bit, and say, where you think we will be one year, five years from now. Will Lenovo be the underdog? >> Yeah, so Lenovo's in a really interesting place because they do have that global footprint. They, doing, when we talk to Kirk, it's where are they in the hyperscale? It's companies like Baidu and Tencent?. Massive, massive growth. They can ride that wave. When the sky like architecture is available, you know, pretty soon from Intel, they know that they're going to get an influx of business to be able to drive that. They're also getting into some of the west coast hyperscales as they've said. The enterprise is a little bit slower to uptick on that adoption, so, you know, I'm sure Lenovo will be able to give us by segment, how they're doing, and how they're growing. They should be reaching the point that we should see the ship be turning around. We saw this story when Lenovo had purchased the PC business from IBM over a decade ago. And, you know, they sunk for a while before they eventually started to rise, and now they're number one in the world. So, they're trying to repeat history, which is challenging to do, even if they know the playbook. Lenovo, if you look at the margins that they run on, they talk about how they can live on slim margins, they understand that consumer side of the business, they've got a lot of good pieces. And, competing against the ones ahead of them in market share, primarily US based companies, and they're fighting it out. You were at Dell in Sea World. Dell and HP, they are fighting it out, it's going to be a death match. You're going to see them just trying to beat the heck out of each other. Reminds me of, can Lenovo be the Abe Lincoln on the side, saying that, you know, I might not have been the first choice, but at the end I could end up a winner because everybody else kind of beats themselves apart. >> And then all of its partners is a team of rivals. We can do this. We can... >> There you go. We started this morning talking Hamilton, and now we're going in >> We're learning (mumbles) >> New York City used to be our capital here, so, we're bringing it full circle. >> Exactly. So, let's talk also about what we've been hearing from Lenovo employees and executives about the culture here, and we hear time and time again, how it's very flat, and how decisions are made, it's collaborative, there's a lot of teamwork, there's a lot of listening that goes on, not only to colleagues but also to customers. Do you buy it? I mean, what do you think? >> Yeah, so right. So one of the things, you know, I've spent a lot of time on the converged and hyper converged infrastructure solutions. And, one of the things you can spot really easily is if the server and the storage teams aren't working together. That CI solution didn't do well. >> It shows. >> Number of companies that didn't do there. Lenovo, primarily they have some IP, but a lot of what they're driving is really through partnerships. So, at the center of it, it's the server team. Storage is coming to look more and more like, you know, x86 servers, and they're running on top of that. Networking is tied closer to the server. So, they actually don't have, you know, this big structure that they have to overcome, unlike some of their competitors. They have, you know, a sizable team, with a good position in the market share. So, I do buy a lot of it. I've been in analyst meetings with Lenovo for the last couple of years. Their messages are all in sync. It's not, oh wait, I heard one group, and I heard this group, and you know, which way is the future? So, they are making some progress. Of course, I'm really interested to see who they might pick up from an M and A standpoint. There's been rumors for the last couple of years as to some moves they'd make. Their competition has, you know, not been sitting still. We've seen, you know, Dell obviously made a lot of big acquisitions, including the really big EMC piece. HP has bought another number of companies. Cisco actually, their server business, which is the UCS, really seems to have plateaued out. So, they had been the driver of change in the storage, in the server industry for the last, gosh, you know, over five years. So, there's that opportunity for the next horse to try to take the lead. Once again, Lenovo feels they're there. I think they have, you know, they've got the resources, they have a reason to be on the track, and to drive that forward. Whether or not they can execute on, remains to be seen. And, you know, they've got, they're looked at their channel, they've looked at their sales team, and they know what they need to do now they can go do it. >> And they've made the changes. Exactly. >> Yeah, so cultural wise, I mean something you study real closely, you had a lot of businesses. Rebecca, what did you hear today? What did you like? What did you want to hear more about? >> Well, I was really fascinated by what Kim Stevenson was saying, talking about the greater numbers of women in senior leadership roles. And also, the greater numbers of people of color. And how important that is in terms of how Lenovo goes about making its decisions, thinking about the customer, empathizing with the customer, and really understanding where to go from there. And then also, then how it comes back in terms of making decisions to go to market with which products. So, that was really fascinating and I think that she's right. I mean, particularly at a time where all you see are the headlines about this machismo culture that is so pervasive in Silicon Valley and in the technology industry. And so to see, you know, YY on one hand, and Travis Kalanick on another, and you just can see these very different models and, so, I'm hoping Lenovo is the one that really prevails in the end here because this is, I think, the future, the future of work, the future of the workforce. And so, I would like to see this model of leadership and of teamwork prevail. >> Yeah, it's a different type of event here. It's nice. It's very intimate. >> Yeah. Yeah. >> You know, Lenovo obviously knows how to do some cool things. The layout here, it's a beautiful facility here >> It is. Yes. >> In New York City. The keynote had some, you know, funny yet, you know, good videos. >> Yeah. That was (mumbles). >> You know, sometimes they fall a little flat, when you go to some of those keynotes. >> Yeah. >> But, you know, Lenovo needs to continue to build their brand, outside of the consumer space. >> Right, right. >> And be known more in the enterprise, and you know, they have a chance to ride some of those waves. >> Yeah, yeah. Well this has been a great show. It's always so much fun to co-host with you on The Cube. I love it. >> All right. >> It's really fun. Great crew. >> Rebecca, thank you so much, and, yeah, actually Kirk Skaugen's going to be back on The Cube next week. I will be with Dave Vellante at the Nutanix .NEXT event in Washington, DC. We have done so many events with the Cube. Of course, as it says on the sign behind us, theCUBE.net, where all the videos are. I'm sure will be record-breaking for us yet again, as to how many shows, how many interviews we do. >> Exciting stuff. >> Rebecca, it's a pleasure to be with you again, and thanks so much for joining with me, you know, the quick train ride down from Boston. >> Yes, exactly. >> Yeah. >> Well, thank you so much, Stu. That wraps it up for us at the Cube. This has been the Lenovo Transform Conference. I'm Rebecca Knight for Stu Miniman. Thank you so much for tuning in. (funky music)
SUMMARY :
Brought to you by Lenovo. One of our guests today said, you know, So, you know, that being said, Lenovo understands, to be able to drive forward. So, one of the things that we're hearing a lot about but I'm not going to build, you know, Do you think that the product launches in the analyst industry, you know, the numbers don't lie. And what do you predict? on that adoption, so, you know, I'm sure Lenovo And then all of its partners There you go. we're bringing it full circle. that goes on, not only to colleagues but also So one of the things, you know, I've spent a lot of time in the server industry for the last, gosh, you know, the changes. I mean something you study real closely, you had And so to see, you know, YY on one hand, Yeah, it's a different type of event here. You know, Lenovo obviously knows how to do It is. The keynote had some, you know, funny yet, you know, That was (mumbles). they fall a little flat, when you go to some of But, you know, Lenovo needs to continue And be known more in the enterprise, and you know, It's always so much fun to co-host with you on The Cube. It's really fun. Rebecca, thank you so much, to be with you again, and thanks so much Well, thank you so much, Stu.
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Tripp Partain, HPE and Anthony Rokis, GE Digital - HPE Discover 2017
>> Narrator: Live from Las Vegas, it's theCUBE covering HPE Discover 2017 brought to you by Hewlett Packard Enterprise. >> Welcome back, everyone. We are here live in Las Vegas for HPE Discover 2017 exclusives look at angle cube coverage, our seventh year. I'm John Furrier with my co-host Dave Vellante. Our next guest is Tripp Partain, HPE CTO for GE General Electric and Anthony Rokis, VP of Software Engineering at Predix with GE Digital. Guys, welcome back to theCUBE. Good to see you. >> Thanks guys. >> Thanks for coming on. Obviously, GE has really been on the front end of IOT. You guys have been doing extremely well and changing over, bringing digital to analog, kind of connecting those worlds. What's your take on this intelligent Edge? You got to love the messaging. You got to love the messaging with HP. >> God, it's great. I think this is really starting to take off. If you look at our positioning, we really are going after the Edge, right. And with Predix being our forefront in the Predix system, we really believe in the opportunity here. I think, as you heard Meg speak yesterday, the engagement between GE Digital and HPE is getting stronger, we're finding more and more synergies over time. And both our strategy and their strategy are really starting to line up very nicely, both Edge and computing in general. >> I had a chance a couple years ago to host a panel with your CEO Jeff Amels, and United Airlines, Hospital in Chicago and at that time it was really hardcore, tangible dollars on the line. I mean, we're talking highly instrumented devices and machinery that you guys are in and there were some significant dollars involved. Just getting the data is a very low-hanging fruit, but big numbers, this is now going mainstream where everyone's kind of having this awakening moment, Tripp, where it's kind of like, "Hey, we're just going mainstream." So what's next for you guys, as the world starts getting up to speed on IOT, what's next for GE? What are you guys doing now to go onto the next level? What's that next tier of digital IOT for you guys? >> Yeah, honestly in my view and GE's view if you look at what we've done in the past, it's really the foundations getting in place. It's censor-enabled devices getting assets. The censor is more progressive, and that's kind of been the first sort of step, right. Then we get into how do we collect that data? Where you think GE is headed now, are the smart analytics. It's the outcomes that are going to drive those big dollars in productivity. It's really getting into the digital industrial revolution area. To date, it's been a lot of the foundation getting in place, and I think that's where you're going to see tremendous growth over time is. When you unleash data scientists on wealth of information, the outcomes in the productivity, the world and the economy is going to see is going to be great. >> I love that quote, with Jeff Immelt. We refer to it all the time. I went to bed an industrial giant, and woke up, you know a software company. And so it clearly underscores the transformation. We were talking off-camera about the study that we did many, many years ago. I mean, the numbers are staggering. It's in the trillions. But one of the things that we found was this notion of, and we talk about it all the time and I'd love to get your take on it is the IT and OT. They're not talking to each other. Typically, they're not birds of a feather. What are you seeing, Tripp, in your experience with customers in terms of those organizational, let's start with the IT side and we can talk about the OT side. >> Yeah, and as we've had our partners show up with GE continue to develop, the one thing we've found is we have a lot of similar customers. And in these same customers are extremely large customers, but what's interesting we don't talk to any of the same people. Right, on the HPE side we tended to talk to the IT teams and data center and GE would be out in the factory floor or out in the field and more industrial. But in order to really fulfill the IOT promise, the two groups are really having to come together and I think it's taking time for messaging to really sort out there. And one of the things that we're really doing, taking advantage of our partnership to help solve the problem is when we have IT teams come to visit HPE, we bring along GE operational experts to actually talk about the business side of the outcome so it's not just an IT conversation. And really intentionally crossing those paths and leveraging our partner in GE to bring that capability to us so we can have a holistic conversation to the customer. >> So who's in charge here, who's driving the bus? Is it the OT guys, or the IT guys, or somebody above? >> It's both, there's two drivers. >> Uh oh. >> Two hands, four hands on the wheel almost. If you look at the OT side, there's a lot of challenges we're facing where HPE and the IT community is coming to help. For instance, data sovereign team, right. So one of the challenges we have is a lot of our companies, our customers, want data sovereignty and this is where IT has solved that problem for us and on the OT side, we need to figure out how do we store, maintain, analyze that data within a country. And again, that's why we're bringing the IT companies with us and partner to help us. >> So when a plane flies from Spain, crosses France, Germany, and ends up in Ireland, where is the data? (laughs) >> Very good question. >> Well it infringes the data, because there's sort of a data love triangle going on. You've obviously got devices installed, HPE brings equipment, and the customer. So, talk about the conversations that you're having with your customers. I mean, who owns the data. The factory says, "Hey, wait a minute it's a system. That's my data." GE obviously has to do predictive maintenance and same with HPE. There's all this data flowing. What about data, I don't know, ownership or IP, what are those conversations like? >> Yeah, I can say certainly from the GE side it's always been our stance that the customer owns their data, right. We are running a multi-tenency environment and a platform. And they own that data. How that data is stored, we can help facilitate, right. We offer Cloud store and a couple other technologies that allow that. But at the end of the day in a multi-tenent environment, the customer owns that data. And we will facilitate with HPE where that data needs to reside based on the customer's need. >> So you're not trying in any way to monetize that data? I mean, I'm astounded, why not? >> I think the monetization really comes in with how you empower the customer to get the value out of the data. And in a former life, I worked through the data monetization world and there is certain amounts of value in the data itself. There's also value in helping the customer determine what their data can offer to them and the business cases that we're able to jointly present to the customer and the value that that generates still allows for us to monetize the process by which we help enable the customer to really bring these data assets together. Really understand areas that they may have seen silos of the data before, but they weren't looking holistically at it and being able to, in a very timely fashion correlate between that and then actually see a different answer to a problem where yes, this meter may be reading 80 and it should be 60, but if I throttle it to 70 and I get 10% more output, it's worth running at 70 because of the benefit on the revenue. So you actually can make trade offs across certain areas where you weren't able to do that. >> But Predix is informing models, is it not, I mean. >> Yeah, I mean at the end of the day, we're taking that data and for the customer created an outcome. Right, the analytic, the information that we can derive out of it to make a more productive or a more efficient outcome of running operation, that's where we get the monetization from. >> If data's a new oil then you need to refine it, was your point about the monetization question. That's interesting because we see the same thing where if you make the data freely available or you treat it as an asset to the customer, it's how it's monetized in its effect. Or there's a tacticle, let's monetize our data. So depending on how you look at it, there's different approaches, right? I mean this is kind of the key thing. >> Right, and even though this is not the way now, if you follow the history of how other industries have dealt with the data. So I came out of credit services long ago, and it's very common now, in the credit services industry for data to be monetized and leveraged like for credit reports and for that whole banking financial process to take place, but it didn't start that way. So my guess is, as we continue to show value to the customer of their own data as they then start to think about, "Wow but if I could do comparables between my data and industry data that would help me even more." I expect that the customers that today that are worried about who owns the data, will eventually start asking players like HPE and GE Digital to help them solve that problem. And they'll evolve to that sort of data monetization like a lot of the other industries have. >> A whole new digital just creates a whole new way to look at things, it's not a linear supply chain anymore whether relative to data or what not, so super cool. Final question for you guys and I appreciate you coming on theCUBE and sharing your insights. What's next for the partnership with HPE and GE Digital? Obviously, the digital transformation's in full swing impacting business transformation, impacting the Dev Ops aspect of Cloud. All this cool stuff's happening, true private Cloud's on fire, hybrid's the doorway to Multi Cloud. A lot of cool stuff happening, what's next for you guys? >> Yeah I think from our side we're really excited about the partnership on the Edge, right. When we start looking at the computing requirements and needs at the Edge, close to the asset, low latency that's where HPE and GE are really going to start to partner very heavily and you're going to see a lot more engagement at that level. So I think the Edge is going to be our focal point. >> Oh absolutely, and I think the uniqueness we bring to the market with our Edge line converged systems, we're able to do things at the Edge, leveraging GE Predix and then also bringing in other third party partners in conjunction and now you have enough computer power in the right form factor that can all sit and reside at the Edge, process at the Edge and solve the problems there locally. Doesn't take away from the Cloud aspect, doesn't take away from being able to have a macro view across multiple scenarios. But if I'm on an oil rig in the middle of the North Sea, you know it's going to be very important for me to have everything I need in the right form factor at the lowest power utilization possible and still solve my problems. >> And can process all the data right there. Guys, we are pushing it to the Edge here theCUBE goes out to the events, that's the Edge of the action. We'll bring you all the great videos. Thanks for coming on, this is theCUBE live coverage from the Edge at HPE Discover 2017. I'm John Furrier, Dave Vellante. Be right back with more, stay with us. (digital music)
SUMMARY :
covering HPE Discover 2017 brought to you Good to see you. Obviously, GE has really been on the front end of IOT. in the Predix system, we really believe in Just getting the data is a very low-hanging fruit, and the economy is going to see But one of the things that we found was Right, on the HPE side we tended and the IT community is coming to help. Well it infringes the data, But at the end of the day in a multi-tenent environment, the customer to really bring these But Predix is informing models, Yeah, I mean at the end of the day, So depending on how you look at it, I expect that the customers that today hybrid's the doorway to Multi Cloud. and needs at the Edge, close to the asset, in the right form factor at the lowest that's the Edge of the action.
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Wikibon Research Meeting
>> Dave: The cloud. There you go. I presume that worked. >> David: Hi there. >> Dave: Hi David. We had agreed, Peter and I had talked and we said let's just pick three topics, allocate enough time. Maybe a half hour each, and then maybe a little bit longer if we have the time. Then try and structure it so we can gather some opinions on what it all means. Ultimately the goal is to have an outcome with some research that hits the network. The three topics today, Jim Kobeielus is going to present on agile and data science, David Floyer on NVMe over fabric and of course keying off of the Micron news announcement. I think Nick is, is that Nick who just joined? He can contribute to that as well. Then George Gilbert has this concept of digital twin. We'll start with Jim. I guess what I'd suggest is maybe present this in the context of, present a premise or some kind of thesis that you have and maybe the key issues that you see and then kind of guide the conversation and we'll all chime in. >> Jim: Sure, sure. >> Dave: Take it away, Jim. >> Agile development and team data science. Agile methodology obviously is well-established as a paradigm and as a set of practices in various schools in software development in general. Agile is practiced in data science in terms of development, the pipelines. The overall premise for my piece, first of all starting off with a core definition of what agile is as a methodology. Self-organizing, cross-functional teams. They sprint toward results in steps that are fast, iterative, incremental, adaptive and so forth. Specifically the premise here is that agile has already come to data science and is coming even more deeply into the core practice of data science where data science is done in team environment. It's not just unicorns that are producing really work on their own, but more to the point, it's teams of specialists that come together in co-location, increasingly in co-located environments or in co-located settings to produce (banging) weekly check points and so forth. That's the basic premise that I've laid out for the piece. The themes. First of all, the themes, let me break it out. In terms of the overall how I design or how I'm approaching agile in this context is I'm looking at the basic principles of agile. It's really practices that are minimal, modular, incremental, iterative, adaptive, and co-locational. I've laid out how all that maps in to how data science is done in the real world right now in terms of tight teams working in an iterative fashion. A couple of issues that I see as regards to the adoption and sort of the ramifications of agile in a data science context. One of which is a co-location. What we have increasingly are data science teams that are virtual and distributed where a lot of the functions are handled by statistical modelers and data engineers and subject matter experts and visualization specialists that are working remotely from each other and are using collaborative tools like the tools from the company that I just left. How can agile, the co-location work primer for agile stand up in a world with more of the development team learning deeper and so forth is being done on a scrutiny basis and needs to be by teams of specialists that may be in different cities or different time zones, operating around the clock, produce brilliant results? Another one of which is that agile seems to be predicated on the notion that you improvise the process as you go, trial and error which seems to fly in the face of documentation or tidy documentation. Without tidy documentation about how you actually arrived at your results, how come those results can not be easily reproduced by independent researchers, independent data scientists? If you don't have well defined processes for achieving results in a certain data science initiative, it can't be reproduced which means they're not terribly scientific. By definition it's not science if you can't reproduce it by independent teams. To the extent that it's all loosey-goosey and improvised and undocumented, it's not reproducible. If it's not reproducible, to what extent should you put credence in the results of a given data science initiative if it's not been documented? Agile seems to fly in the face of reproducibility of data science results. Those are sort of my core themes or core issues that I'm pondering with or will be. >> Dave: Jim, just a couple questions. You had mentioned, you rattled off a bunch of parameters. You went really fast. One of them was co-location. Can you just review those again? What were they? >> Sure. They are minimal. The minimum viable product is the basis for agile, meaning a team puts together data a complete monolithic sect, but an initial deliverable that can stand alone, provide some value to your stakeholders or users and then you iteratively build upon that in what I call minimum viable product going forward to pull out more complex applications as needed. There's sort of a minimum viable product is at the heart of agile the way it's often looked at. The big question is, what is the minimum viable product in a data science initiative? One way you might approach that is saying that what you're doing, say you're building a predictive model. You're predicting a single scenario, for example such as whether one specific class of customers might accept one specific class of offers under the constraining circumstances. That's an example of minimum outcome to be achieved from a data science deliverable. A minimum product that addresses that requirement might be pulling the data from a single source. We'll need a very simplified feature set of predictive variables like maybe two or three at the most, to predict customer behavior, and use one very well understood algorithm like linear regressions and do it. With just a few lines of programming code in Python or Aura or whatever and build us some very crisp, simple rules. That's the notion in a data science context of a minimum viable product. That's the foundation of agile. Then there's the notion of modular which I've implied with minimal viable product. The initial product is the foundation upon which you build modular add ons. The add ons might be building out more complex algorithms based on more data sets, using more predictive variables, throwing other algorithms in to the initiative like logistic regression or decision trees to do more fine-grained customer segmentation. What I'm giving you is a sense for the modular add ons and builds on to the initial product that generally weaken incrementally in the course of a data science initiative. Then there's this, and I've already used the word incremental where each new module that gets built up or each new feature or tweak on the core model gets added on to the initial deliverable in a way that's incremental. Ideally it should all compose ultimately the sum of the useful set of capabilities that deliver a wider range of value. For example, in a data science initiative where it's customer data, you're doing predictive analysis to identify whether customers are likely to accept a given offer. One way to add on incrementally to that core functionality is to embed that capability, for example, in a target marketing application like an outbound marketing application that uses those predictive variables to drive responses in line to, say an e-commerce front end. Then there's the notion of iterative and iterative really comes down to check points. Regular reviews of the standards and check points where the team comes together to review the work in a context of data science. Data science by its very nature is exploratory. It's visualization, it's model building and testing and training. It's iterative scoring and testing and refinement of the underlying model. Maybe on a daily basis, maybe on a weekly basis, maybe adhoc, but iteration goes on all the time in data science initiatives. Adaptive. Adaptive is all about responding to circumstances. Trial and error. What works, what doesn't work at the level of the clinical approach. It's also in terms of, do we have the right people on this team to deliver on the end results? A data science team might determine mid-way through that, well we're trying to build a marketing application, but we don't have the right marketing expertise in our team, maybe we need to tap Joe over there who seems to know a little bit about this particular application we're trying to build and this particular scenario, this particular customers, we're trying to get a good profile of how to reach them. You might adapt by adding, like I said, new data sources, adding on new algorithms, totally changing your approach for future engineering as you go along. In addition to supervised learning from ground troops, you might add some unsupervised learning algorithms to being able to find patterns in say unstructured data sets as you bring those into the picture. What I'm getting at is there's a lot, 10 zillion variables that, for a data science team that you have to add in to your overall research plan going forward based on, what you're trying to derive from data science is its insights. They're actionable and ideally repeatable. That you can embed them in applications. It's just a matter of figuring out what actually helps you, what set of variables and team members and data and sort of what helps you to achieve the goals of your project. Finally, co-locational. It's all about the core team needs to be, usually in the same physical location according to the book how people normally think of agile. The company that I just left is basically doing a massive social engineering exercise, ongoing about making their marketing and R&D teams a little more agile by co-locating them in different cities like San Francisco and Austin and so forth. The whole notion that people will collaborate far better if they're not virtual. That's highly controversial, but none-the-less, that's the foundation of agile as it's normally considered. One of my questions, really an open question is what hard core, you might have a sprawling team that's doing data science, doing various aspects, but what solid core of that team needs to be physically co-located all or most of the time? Is it the statistical modeler and a data engineer alone? The one who stands up how to do cluster and the person who actually does the building and testing of the model? Do the visualization specialists need to be co-located as well? Are other specialties like subject matter experts who have the knowledge in marketing, whatever it is, do they also need to be in the physical location day in, day out, week in and week out to achieve results on these projects? Anyway, so there you go. That's how I sort of appealed the argument of (mumbling). >> Dave: Okay. I got a minimal modular, incremental, iterative, adaptive, co-locational. What was six again? I'm sorry. >> Jim: Co-locational. >> Dave: What was the one before that? >> Jim: I'm sorry. >> Dave: Adaptive. >> Minimal, modular, incremental, iterative, adaptive, and co-locational. >> Dave: Okay, there were only six. Sorry, I thought it was seven. Good. A couple of questions then we can get the discussion going here. Of course, you're talking specifically in the context of data science, but some of the questions that I've seen around agile generally are, it's not for everybody, when and where should it be used? Waterfalls still make sense sometimes. Some of the criticisms I've read, heard, seen, and sometimes experienced with agile are sort of quality issues, I'll call it lack of accountability. I don't know if that's the right terminology. We're going for speed so as long as we're fast, we checked that box, quality can sacrifice. Thoughts on that. Where does it fit and again understanding specifically you're talking about data science. Does it always fit in data science or because it's so new and hip and cool or like traditional programming environments, is it horses for courses? >> David: Can I add to that, Dave? It's a great, fundamental question. It seems to me there's two really important aspects of artificial intelligence. The first is the research part of it which is developing the algorithms, developing the potential data sources that might or might not matter. Then the second is taking that and putting it into production. That is that somewhere along the line, it's saving money, time, etc., and it's integrated with the rest of the organization. That second piece is, the first piece it seems to be like most research projects, the ROI is difficult to predict in a new sort of way. The second piece of actually implementing it is where you're going to make money. Is agile, if you can integrate that with your systems of record, for example and get automation of many of the aspects that you've researched, is agile the right way of doing it at that stage? How would you bridge the gap between the initial development and then the final instantiation? >> That's an important concern, David. Dev Ops, that's a closely related issue but it's not exactly the same scope. As data science and machine learning, let's just net it out. As machine learning and deep learning get embedded in applications, in operations I should say, like in your e-commerce site or whatever it might be, then data science itself becomes an operational function. The people who continue to iterate those models in line the operational applications. Really, where it comes down to an operational function, everything that these people do needs to be documented and version controlled and so forth. These people meaning data science professionals. You need documentation. You need accountability. The development of these assets, machine learning and so forth, needs to be, is compliance. When you look at compliance, algorithmic accountability comes into it where lawyers will, like e-discovery. They'll subpoena, theoretically all your algorithms and data and say explain how you arrived at this particular recommendation that you made to grant somebody or not grant somebody a loan or whatever it might be. The transparency of the entire development process is absolutely essential to the data science process downstream and when it's a production application. In many ways, agile by saying, speed's the most important thing. Screw documentation, you can sort of figure that out and that's not as important, that whole pathos, it goes by the wayside. Agile can not, should not skip on documentation. Documentation is even more important as data science becomes an operational function. That's one of my concerns. >> David: I think it seems to me that the whole rapid idea development is difficult to get a combination of that and operational, boring testing, regression testing, etc. The two worlds are very different. The interface between the two is difficult. >> Everybody does their e-commerce tweaks through AB testing of different layouts and so forth. AB testing is fundamentally data science and so it's an ongoing thing. (static) ... On AB testing in terms of tweaking. All these channels and all the service flow, systems of engagement and so forth. All this stuff has to be documented so agile sort of, in many ways flies in the face of that or potentially compromises the visibility of (garbled) access. >> David: Right. If you're thinking about IOT for example, you've got very expensive machines out there in the field which you're trying to optimize true put through and trying to minimize machine's breaking, etc. At the Micron event, it was interesting that Micron's use of different methodologies of putting systems together, they were focusing on the data analysis, etc., to drive greater efficiency through their manufacturing process. Having said that, they need really, really tested algorithms, etc. to make sure there isn't a major (mumbling) or loss of huge amounts of potential revenue if something goes wrong. I'm just interested in how you would create the final product that has to go into production in a very high value chain like an IOT. >> When you're running, say AI from learning algorithms all the way down to the end points, it gets even trickier than simply documenting the data and feature sets and the algorithms and so forth that were used to build up these models. It also comes down to having to document the entire life cycle in terms of how these algorithms were trained to make the predictors of whatever it is you're trying to do at the edge with a particular algorithm. The whole notion of how are all of these edge points applications being trained, with what data, at what interval? Are they being retrained on a daily basis, hourly basis, moment by moment basis? All of those are critical concerns to know whether they're making the best automated decisions or actions possible in all scenarios. That's like a black box in terms of the sheer complexity of what needs to be logged to figure out whether the application is doing its job as best a possible. You need a massive log, you need a massive event log from end to end of the IOT to do that right and to provide that visibility ongoing into the performance of these AI driven edge devices. I don't know anybody who's providing the tool to do it. >> David: If I think about how it's done at the moment, it's obviously far too slow at the moment. At the same time, you've got to have some testing and things like that. It seems to me that you've got a research model on one side and then you need to create a working model from that which is your production model. That's the one that goes through the testing and everything of that sort. It seems to me that the interface would be that transition from the research model to the working model that would be critical here and the working model is obviously a subset and it's going to be optimized for performance, etc. in real time, as opposed to the development model which can be a lot to do and take half a week to manage it necessary. It seems to me that you've got a different set of business pressures on the working model and a different set of skills as well. I think having one team here doesn't sound right to me. You've got to have a Dev Ops team who are going to take the working model from the developers and then make sure that it's sound and save. Especially in a high value IOT area that the level of iteration is not going to be nearly as high as in a lower cost marketing type application. Does that sound sensible? >> That sounds sensible. In fact in Dev Ops, the Dev Ops team would definitely be the ones that handle the continuous training and retraining of the working models on an ongoing basis. That's a core observation. >> David: Is that the right way of doing it, Jim? It seems to me that the research people would be continuing to adapt from data from a lot of different places whereas the operational model would be at a specific location with a specific IOT and they wouldn't have necessarily all the data there to do that. I'm not quite sure whether - >> Dave: Hey guys? Hey guys, hey guys? Can I jump in here? Interesting discussion, but highly nuanced and I'm struggling to figure out how this turns into a piece or sort of debating some certain specifics that are very kind of weedy. I wonder if we could just reset for a second and come back to sort of what I was trying to get to before which is really the business impact. Should this be applied broadly? Should this be applied specifically? What does it mean if I'm a practitioner? What should I take away from, Jim your premise and your sort of fixed parameters? Should I be implementing this? Why? Where? What's the value to my organization - the value I guess is obvious, but does it fit everywhere? Should it be across the board? Can you address that? >> Neil: Can I jump in here for a second? >> Dave: Please, that would be great. Is that Neil? >> Neil: Neil. I've never been a data scientist, but I was an actuary a long time ago. When the truth actuary came to me and said we need to develop a liability insurance coverage for floating oil rigs in the North Sea, I'm serious, it took a couple of months of research and modeling and so forth. If I had to go to all of those meetings and stand ups in an agile development environment, I probably would have gone postal on the place. I think that there's some confusion about what data science is. It's not a vector. It's not like a Dev Op situation where you start with something and you go (mumbling). When a data scientist or whatever you want to call them comes up with a model, that model has to be constantly revisited until it's put out of business. It's refined, it's evaluated. It doesn't have an end point like that. The other thing is that data scientist is typically going to be running multiple projects simultaneously so how in the world are you going to agilize that? I think if you look at the data science group, they're probably, I think Nick said this, there are probably groups in there that are doing fewer Dev Ops, software engineering and so forth and you can apply agile techniques to them. The whole data science thing is too squishy for that, in my opinion. >> Jim: Squishy? What do you mean by squishy, Neil? >> Neil: It's not one thing. I think if you try to represent data science as here's a project, we gather data, we work on a model, we test it, and then we put it into production, it doesn't end there. It never ends. It's constantly being revised. >> Yeah, of course. It's akin to application maintenance. The application meaning the model, the algorithm to be fit for purpose has to continually be evaluated, possibly tweaked, always retrained to determine its predictive fit for whatever task it's been assigned. You don't build it once and assume its strong predictive fit forever and ever. You can never assume that. >> Neil: James and I called that adaptive control mechanisms. You put a model out there and you monitor the return you're getting. You talk about AB testing, that's one method of doing it. I think that a data scientist, somebody who really is keyed into the machine learning and all that jazz. I just don't see them as being project oriented. I'll tell you one other thing, I have a son who's a software engineer and he said something to me the other day. He said, "Agile? Agile's dead." I haven't had a chance to find out what he meant by that. I'll get back to you. >> Oh, okay. If you look at - Go ahead. >> Dave: I'm sorry, Neil. Just to clarify, he said agile's dead? Was that what he said? >> Neil: I didn't say it, my son said it. >> Dave: Yeah, yeah, yeah right. >> Neil: No idea what he was talking about. >> Dave: Go ahead, Jim. Sorry. >> If you look at waterfall development in general, for larger projects it's absolutely essential to get requirements nailed down and the functional specifications and all that. Where you have some very extensive projects and many moving parts, obviously you need a master plan that it all fits into and waterfall, those checkpoints and so forth, those controls that are built into that methodology are critically important. Within the context of a broad project, some of the assets being build up might be machine loading models and analytics models and so forth so in the context of our broader waterfall oriented software development initiative, you might need to have multiple data science projects spun off within the sub-projects. Each of those would fit into, by itself might be indicated sort of like an exploration task where you have a team doing data visualization, exploration in more of an open-ended fashion because while they're trying to figure out the right set of predictors and the right set of data to be able to build out the right model to deliver the right result. What I'm getting at is that agile approaches might be embedded into broader waterfall oriented development initiatives, agile data science approaches. Fundamentally, data science began and still is predominantly very smart people, PhDs in statistics and math, doing open-ended exploration of complex data looking for non-obvious patterns that you wouldn't be able to find otherwise. Sort of a fishing expedition, a high priced fishing expedition. Kind of a mode of operation as how data science often is conducted in the real world. Looking for that eureka moment when the correlations just jump out at you. There's a lot of that that goes on. A lot of that is very important data science, it's more akin to pure science. What I'm getting at is there might be some role for more structure in waterfall development approaches in projects that have a data science, core data science capability to them. Those are my thoughts. >> Dave: Okay, we probably should move on to the next topic here, but just in closing can we get people to chime in on sort of the bottom line here? If you're writing to an audience of data scientists or data scientist want to be's, what's the one piece of advice or a couple of pieces of advice that you would give them? >> First of all, data science is a developer competency. The modern developers are, many of them need to be data scientists or have a strong grounding and understanding of data science, because much of that machine learning and all that is increasingly the core of what software developers are building so you can't not understand data science if you're a modern software developer. You can't understand data science as it (garbled) if you don't understand the need for agile iterative steps within the, because they're looking for the needle in the haystack quite often. The right combination of predictive variables and the right combination of algorithms and the right training regimen in order to get it all fit. It's a new world competency that need be mastered if you're a software development professional. >> Dave: Okay, anybody else want to chime in on the bottom line there? >> David: Just my two penny worth is that the key aspect of all the data scientists is to come up with the algorithm and then implement them in a way that is robust and it part of the system as a whole. The return on investment on the data science piece as an insight isn't worth anything until it's actually implemented and put into production of some sort. It seems that second stage of creating the working model is what is the output of your data scientists. >> Yeah, it's the repeatable deployable asset that incorporates the crux of data science which is algorithms that are data driven, statistical algorithms that are data driven. >> Dave: Okay. If there's nothing else, let's close this agenda item out. Is Nick on? Did Nick join us today? Nick, you there? >> Nick: Yeah. >> Dave: Sounds like you're on. Tough to hear you. >> Nick: How's that? >> Dave: Better, but still not great. Okay, we can at least hear you now. David, you wanted to present on NVMe over fabric pivoting off the Micron news. What is NVMe over fabric and who gives a fuck? (laughing) >> David: This is Micron, we talked about it last week. This is Micron announcement. What they announced is NVMe over fabric which, last time we talked about is the ability to create a whole number of nodes. They've tested 250, the architecture will take them to 1,000. 1,000 processor or 1,000 nodes, and be able to access the data on any single node at roughly the same speed. They are quoting 200 microseconds. It's 195 if it's local and it's 200 if it's remote. That is a very, very interesting architecture which is like nothing else that's been announced. >> Participant: David, can I ask a quick question? >> David: Sure. >> Participant: This latency and the node count sounds astonishing. Is Intel not replicating this or challenging in scope with their 3D Crosspoint? >> David: 3D Crosspoint, Intel would love to sell that as a key component of this. The 3D Crosspoint as a storage device is very, very, very expensive. You can replicate most of the function of 3D Crosspoint at a much lower price point by using a combination of D-RAM and protective D-RAM and Flash. At the moment, 3D Crosspoint is a nice to have and there'll be circumstances where they will use it, but at the meeting yesterday, I don't think they, they might have brought it up once. They didn't emphasize it (mumbles) at all as being part of it. >> Participant: To be clear, this means rather than buying Intel servers rounded out with lots of 3D Crosspoint, you buy Intel servers just with the CPU and then all the Micron niceness for their NVMe and their Interconnect? >> David: Correct. They are still Intel servers. The ones they were displaying yesterday were HP1's, they also used SuperMicro. They want certain characteristics of the chip set that are used, but those are just standard pieces. The other parts of the architecture are the Mellanox, the 100 gigabit converged ethernet and using Rocky which is IDMA over converged ethernet. That is the secret sauce which allows you and Mellanox themselves, their cards have a lot of offload of a lot of functionality. That's the secret sauce which allows you to go from any point to any point in 5 microseconds. Then create a transfer and other things. Files are on top of that. >> Participant: David, Another quick question. The latency is incredibly short. >> David: Yep. >> Participant: What happens if, as say an MPP SQL database with 1,000 nodes, what if they have to shuffle a lot of data? What's the throughput? Is it limited by that 100 gig or is that so insanely large that it doesn't matter? >> David: They key is this, that it allows you to move the processing to wherever the data is very, very easily. In the principle that will evolve from this architecture, is that you know where the data is so don't move the data around, that'll block things up. Move the processing to that particular node or some adjacent node and do the processing as close as possible. That is as an architecture is a long term goal. Obviously in the short term, you've got to take things as they are. Clearly, a different type of architecture for databases will need to eventually evolve out of this. At the moment, what they're focusing on is big problems which need low latency solutions and using databases as they are and the whole end to end use stack which is a much faster way of doing it. Then over time, they'll adapt new databases, new architectures to really take advantage of it. What they're offering is a POC at the moment. It's in Beta. They had their customers talking about it and they were very complimentary in general about it. They hope to get it into full production this year. There's going to be a host of other people that are doing this. I was trying to bottom line this in terms of really what the link is with digital enablement. For me, true digital enablement is enabling any relevant data to be available for processing at the point of business engagement in real time or near real time. The definition that this architecture enables. It's a, in my view a potential game changer in that this is an architecture which will allow any data to be available for processing. You don't have to move the data around, you move the processing to that data. >> Is Micron the first market with this capability, David? NV over Me? NVMe. >> David: Over fabric? Yes. >> Jim: Okay. >> David: Having said that, there are a lot of start ups which have got a significant amount of money and who are coming to market with their own versions. You would expect Dell, HP to be following suit. >> Dave: David? Sorry. Finish your thought and then I have another quick question. >> David: No, no. >> Dave: The principle, and you've helped me understand this many times, going all the way back to Hadoop, bring the application to the data, but when you're using conventional relational databases and you've had it all normalized, you've got to join stuff that might not be co-located. >> David: Yep. That's the whole point about the five microseconds. Now that the impact of non co-location if you have to join stuff or whatever it is, is much, much lower. It's so you can do the logical draw in, whatever it is, very quickly and very easily across that whole fabric. In terms of processing against that data, then you would choose to move the application to that node because it's much less data to move, that's an optimization of the architecture as opposed to a fundamental design point. You can then optimize about where you run the thing. This is ideal architecture for where I personally see things going which is traditional systems of record which need to be exactly as they've ever been and then alongside it, the artificial intelligence, the systems of understanding, data warehouses, etc. Having that data available in the same space so that you can combine those two elements in real time or in near real time. The advantage of that in terms of business value, digital enablement, and business value is the biggest thing of all. That's a 50% improvement in overall productivity of a company, that's the thing that will drive, in my view, 99% of the business value. >> Dave: Going back just to the joint thing, 100 gigs with five microseconds, that's really, really fast, but if you've got petabytes of data on these thousand nodes and you have to do a join, you still got to go through that 100 gig pipe of stuff that's not co-located. >> David: Absolutely. The way you would design that is as you would design any query. You've got a process you would need, a process in front of that which is query optimization to be able to farm all of the independent jobs needed to do in each of the nodes and take the output of that and bring that together. Both the concepts are already there. >> Dave: Like a map. >> David: Yes. That's right. All of the data science is there. You're starting from an architecture which is fundamentally different from the traditional let's get it out architectures that have existed, by removing that huge overhead of going from one to another. >> Dave: Oh, because this goes, it's like a mesh not a ring? >> David: Yes, yes. >> Dave: It's like the high performance compute of this MPI type architecture? >> David: Absolutely. NVMe, by definition is a point to point architecture. Rocky, underneath it is a point to point architecture. Everything is point to point. Yes. >> Dave: Oh, got it. That really does call for a redesign. >> David: Yes, you can take it in steps. It'll work as it is and then over time you'll optimize it to take advantage of it more. Does that definition of (mumbling) make sense to you guys? The one I quoted to you? Enabling any relevant data to be available for processing at the point of business engagement, in real time or near real time? That's where you're trying to get to and this is a very powerful enabler of that design. >> Nick: You're emphasizing the network topology, while I kind of thought the heart of the argument was performance. >> David: Could you repeat that? It's very - >> Dave: Let me repeat. Nick's a little light, but I could hear him fine. You're emphasizing the network topology, but Nick's saying his takeaway was the whole idea was the thrust was performance. >> Nick: Correct. >> David: Absolutely. Absolutely. The result of that network topology is a many times improvement in performance of the systems as a whole that you couldn't achieve in any previous architecture. I totally agree. That's what it's about is enabling low latency applications with much, much more data available by being able to break things up in parallel and delivering multiple streams to an end result. Yes. >> Participant: David, let me just ask, if I can play out how databases are designed now, how they can take advantage of it unmodified, but how things could be very, very different once they do take advantage of it which is that today, if you're doing transaction processing, you're pretty much bottle necked on a single node that sort of maintains the fresh cache of shared data and that cache, even if it's in memory, it's associated with shared storage. What you're talking about means because you've got memory speed access to that cache from anywhere, it no longer is tied to a node. That's what allows you to scale out to 1,000 nodes even for transaction processing. That's something we've never really been able to do. Then the fact that you have a large memory space means that you no longer optimize for mapping back and forth from disk and disk structures, but you have everything in a memory native structure and you don't go through this thing straw for IO to storage, you go through memory speed IO. That's a big, big - >> David: That's the end point. I agree. That's not here quite yet. It's still IO, so the IO has been improved dramatically, the protocol within the Me and the over fabric part of it. The elapsed time has been improved, but it's not yet the same as, for example, the HPV initiative. That's saying you change your architecture, you change your way of processing just in the memory. Everything is assumed to be memory. We're not there yet. 200 microseconds is still a lot, lot slower than the process that - one impact of this architecture is that the amount of data that you can pass through it is enormously higher and therefore, the memory sizes themselves within each node will need to be much, much bigger. There is a real opportunity for architectures which minimize the impact, which hold data coherently across multiple nodes and where there's minimal impact of, no tapping on the shoulder for every byte transferred so you can move large amounts of data into memory and then tell people that it's there and allow it to be shared, for example between the different calls and the GPUs and FPGAs that will be in these processes. There's more to come in terms of the architecture in the future. This is a step along the way, it's not the whole journey. >> Participant: Dave, another question. You just referenced 200 milliseconds or microseconds? >> David: Did I say milliseconds? I meant microseconds. >> Participant: You might have, I might have misheard. Relate that to the five microsecond thing again. >> David: If you have data directly attached to your processor, the access time is 195 microseconds. If you need to go to a remote, anywhere else in the thousand nodes, your access time is 200 microseconds. In other words, the additional overhead of that data is five microseconds. >> Participant: That's incredible. >> David: Yes, yes. That is absolutely incredible. That's something that data scientists have been working on for years and years. Okay. That's the reason why you can now do what I talked about which was you can have access from any node to any data within that large amount of nodes. You can have petabytes of data there and you can have access from any single node to any of that data. That, in terms of data enablement, digital enablement, is absolutely amazing. In other words, you don't have to pre put the data that's local in one application in one place. You're allowing an enormous flexibility in how you design systems. That coming back to artificial intelligence, etc. allows you a much, much larger amount of data that you can call on for improving applications. >> Participant: You can explore and train models, huge models, really quickly? >> David: Yes, yes. >> Participant: Apparently that process works better when you have an MPI like mesh than a ring. >> David: If you compare this architecture to the DSST architecture which was the first entrance into this that MP bought for a billion dollars, then that one stopped at 40 nodes. It's architecture was very, very proprietary all the way through. This one takes you to 1,000 nodes with much, much lower cost. They believe that the cost of the equivalent DSSD system will be between 10 and 20% of that cost. >> Dave: Can I ask a question about, you mentioned query optimizer. Who develops the query optimizer for the system? >> David: Nobody does yet. >> Jim: The DBMS vendor would have to re-write theirs with a whole different pensive cost. >> Dave: So we would have an optimizer database system? >> David: Who's asking a question, I'm sorry. I don't recognize the voice. >> Dave: That was Neil. Hold on one second, David. Hold on one second. Go ahead Nick. You talk about translation. >> Nick: ... On a network. It's SAN. It happens to be very low latency and very high throughput, but it's just a storage sub-system. >> David: Yep. Yep. It's a storage sub-system. It's called a server SAN. That's what we've been talking about for a long time is you need the same characteristics which is that you can get at all the data, but you need to be able to get at it in compute time as opposed to taking a stroll down the road time. >> Dave: Architecturally it's a SAN without an array controller? >> David: Exactly. Yeah, the array controller is software from a company called Xcellate, what was the name of it? I can't remember now. Say it again. >> Nick: Xcelero or Xceleron? >> David: Xcelero. That's the company that has produced the software for the data services, etc. >> Dave: Let's, as we sort of wind down this segment, let's talk about the business impact again. We're talking about different ways potentially to develop applications. There's an ecosystem requirement here it sounds like, from the ISDs to support this and other developers. It's the final, portends the elimination of the last electromechanical device in computing which has implications for a lot of things. Performance value, application development, application capability. Maybe you could talk about that a little bit again thinking in terms of how practitioners should look at this. What are the actions that they should be taking and what kinds of plans should they be making in their strategies? >> David: I thought Neil's comment last week was very perceptive which is, you wouldn't start with people like me who have been imbued with the 100 database call limits for umpteen years. You'd start with people, millennials, or sub-millenials or whatever you want to call them, who can take a completely fresh view of how you would exploit this type of architecture. Fundamentally you will be able to get through 10 or 100 times more data in real time than you can with today's systems. There's two parts of that data as I said before. The traditional systems of record that need to be updated, and then a whole host of applications that will allow you to do processes which are either not possible, or very slow today. To give one simple example, if you want to do real time changing of pricing based on availability of your supply chain, based on what you've got in stock, based on the delivery capabilities, that's a very, very complex problem. The optimization of all these different things and there are many others that you could include in that. This will give you the ability to automate that process and optimize that process in real time as part of the systems of record and update everything together. That, in terms of business value is extracting a huge number of people who previously would be involved in that chain, reducing their involvement significantly and making the company itself far more agile, far more responsive to change in the marketplace. That's just one example, you can think of hundreds for every marketplace where the application now becomes the systems of record, augmented by AI and huge amounts more data can improve the productivity of an organization and the agility of an organization in the marketplace. >> This is a godsend for AI. AI, the draw of AI is all this training data. If you could just move that in memory speed to the application in real time, it makes the applications much sharper and more (mumbling). >> David: Absolutely. >> Participant: How long David, would it take for the cloud vendors to not just offer some instances of this, but essentially to retool their infrastructure. (laughing) >> David: This is, to me a disruption and a half. The people who can be first to market in this are the SaaS vendors who can take their applications or new SaaS vendors. ISV. Sorry, say that again, sorry. >> Participant: The SaaS vendors who have their own infrastructure? >> David: Yes, but it's not going to be long before the AWS' and Microsofts put this in their tool bag. The SaaS vendors have the greatest capability of making this change in the shortest possible time. To me, that's one area where we're going to see results. Make no mistake about it, this is a big change and at the Micron conference, I can't remember what the guys name was, he said it takes two Olympics for people to start adopting things for real. I think that's going to be shorter than two Olympics, but it's going to be quite a slow process for pushing this out. It's radically different and a lot of the traditional ways of doing things are going to be affected. My view is that SaaS is going to be the first and then there are going to be individual companies that solve the problems themselves. Large companies, even small companies that put in systems of this sort and then use it to outperform the marketplace in a significant way. Particularly in the finance area and particularly in other data intent areas. That's my two pennies worth. Anybody want to add anything else? Any other thoughts? >> Dave: Let's wrap some final thoughts on this one. >> Participant: Big deal for big data. >> David: Like it, like it. >> Participant: It's actually more than that because there used to be a major trade off between big data and fast data. Latency and throughput and this starts to push some of those boundaries out so that you sort of can have both at once. >> Dave: Okay, good. Big deal for big data and fast data. >> David: Yeah, I like it. >> Dave: George, you want to talk about digital twins? I remember when you first sort of introduced this, I was like, "Huh? What's a digital twin? "That's an interesting name." I guess, I'm not sure you coined it, but why don't you tell us what digital twin is and why it's relevant. >> George: All right. GE coined it. I'm going to, at a high level talk about what it is, why it's important, and a little bit about as much as we can tell, how it's likely to start playing out and a little bit on the differences of the different vendors who are going after it. As far as sort of defining it, I'm cribbing a little bit from a report that's just in the edit process. It's data representation, this is important, or a model of a product, process, service, customer, supplier. It's not just an industrial device. It can be any entity involved in the business. This is a refinement sort of Peter helped with. The reason it's any entity is because there is, it can represent the structure and behavior, not just of a machine tool or a jet engine, but a business process like sales order process when you see it on a screen and its workflow. That's a digital twin of what used to be a physical process. It applied to both the devices and assets and processes because when you can model them, you can integrate them within a business process and improve that process. Going back to something that's more physical so I can do a more concrete definition, you might take a device like a robotic machine tool and the idea is that the twin captures the structure and the behavior across its lifecycle. As it's designed, as it's built, tested, deployed, operated, and serviced. I don't know if you all know the myth of, in the Greek Gods, one of the Goddesses sprang fully formed from the forehead of Zeus. I forgot who it was. The point of that is digital twin is not going to spring fully formed from any developers head. Getting to the level of fidelity I just described is a journey and a long one. Maybe a decade or more because it's difficult. You have to integrate a lot of data from different systems and you have to add structure and behavior for stuff that's not captured anywhere and may not be captured anywhere. Just for example, CAD data might have design information, manufacturing information might come from there or another system. CRM data might have support information. Maintenance repair and overhaul applications might have information on how it's serviced. Then you also connect the physical version with the digital version with essentially telemetry data that says how its been operating over time. That sort of helps define its behavior so you can manipulate that and predict things or simulate things that you couldn't do with just the physical version. >> You have to think about combined with say 3D printers, you could create a hot physical back up of some malfunctioning thing in the field because you have the entire design, you have the entire history of its behavior and its current state before it went kablooey. Conceivably, it can be fabricated on the fly and reconstituted as a physicologic from the digital twin that was maintained. >> George: Yes, you know what actually that raises a good point which is that the behavior that was represented in the telemetry helps the designer simulate a better version for the next version. Just what you're saying. Then with 3D printing, you can either make a prototype or another instance. Some of the printers are getting sophisticated enough to punch out better versions or parts for better versions. That's a really good point. There's one thing that has to hold all this stuff together which is really kind of difficult, which is challenging technology. IBM calls it a knowledge graph. It's pretty much in anyone's version. They might not call it a knowledge graph. It's a graph is, instead of a tree where you have a parent and then children and then the children have more children, a graph, many things can relate to many things. The reason I point that out is that puts a holistic structure over all these desperate sources of data behavior. You essentially talk to the graph, sort of like with Arnold, talk to the hand. That didn't, I got crickets. (laughing) Let me give you guys the, I put a definitions table in this dock. I had a couple things. Beta models. These are some important terms. Beta model represents the structure but not the behavior of the digital twin. The API represents the behavior of the digital twin and it should conform to the data model for maximum developer usability. Jim, jump in anywhere where you feel like you want to correct or refine. The object model is a combination of the data model and API. You were going to say something? >> Jim: No, I wasn't. >> George: Okay. The object model ultimately is the digital twin. Another way of looking at it, defining the structure and behavior. This sounds like one of these, say "T" words, the canonical model. It's a generic version of the digital twin or really the one where you're going to have a representation that doesn't have customer specific extensions. This is important because the way these things are getting built today is mostly custom spoke and so if you want to be able to reuse work. If someone's building this for you like a system integrator, you want to be able to, or they want to be able to reuse this on the next engagement and you want to be able to take the benefit of what they've learned on the next engagement back to you. There has to be this canonical model that doesn't break every time you essentially add new capabilities. It doesn't break your existing stuff. Knowledge graph again is this thing that holds together all the pieces and makes them look like one coherent hole. I'll get to, I talked briefly about network compatibility and I'll get to level of detail. Let me go back to, I'm sort of doing this from crib notes. We talked about telemetry which is sort of combining the physical and the twin. Again, telemetry's really important because this is like the time series database. It says, this is all the stuff that was going on over time. Then you can look at telemetry data that tells you, we got a dirty power spike and after three of those, this machine sort of started vibrating. That's part of how you're looking to learn about its behavior over time. In that process, models get better and better about predicting and enabling you to optimize their behavior and the business process with which it integrates. I'll give some examples of that. Twins, these digital twins can themselves be composed in levels of detail. I think I used the example of a robotic machine tool. Then you might have a bunch of machine tools on an assembly line and then you might have a bunch of assembly lines in a factory. As you start modeling, not just the single instance, but the collections that higher up and higher levels of extractions, or levels of detail, you get a richer and richer way to model the behavior of your business. More and more of your business. Again, it's not just the assets, but it's some of the processes. Let me now talk a little bit about how the continual improvement works. As Jim was talking about, we have data feedback loops in our machine learning models. Once you have a good quality digital twin in place, you get the benefit of increasing returns from the data feedback loops. In other words, if you can get to a better starting point than your competitor and then you get on the increasing returns of the data feedback loops, that is improving the fidelity of the digital twins now faster than your competitor. For one twin, I'll talk about how you want to make the whole ecosystem of twins sort of self-reinforcing. I'll get to that in a sec. There's another point to make about these data feedback loops which is traditional apps, and this came up with Jim and Neil, traditional apps are static. You want upgrades, you get stuff from the vendor. With digital twins, they're always learning from the customer's data and that has implications when the partner or vendor who helped build it for a customer takes learnings from the customer and goes to a similar customer for another engagement. I'll talk about the implications from that. This is important because it's half packaged application and half bespoke. The fact that you don't have to take the customer's data, but your model learns from the data. Think of it as, I'm not going to take your coffee beans, your data, but I'm going to run or make coffee from your beans and I'm going to take that to the next engagement with another customer who could be your competitor. In other words, you're extracting all the value from the data and that helps modify the behavior of the model and the next guy gets the benefit of it. Dave, this is the stuff where IBM keeps saying, we don't take your data. You're right, but you're taking the juice you squeezed out of it. That's one of my next reports. >> Dave: It's interesting, George. Their contention is, they uniquely, unlike Amazon and Google, don't swap spit, your spit with their competitors. >> George: That's misleading. To say Amazon and Google, those guys aren't building digital twins. Parametric technology is. I've got this definitely from a parametric technical fellow at an AWS event last week, which is they, not only don't use the data, they don't use the structure of the twin either from engagement to engagement. That's a big difference from IBM. I have a quote, Chris O'Connor from IBM Munich saying, "We'll take the data model, "but we won't take the data." I'm like, so you take the coffee from the beans even if you don't take the beans? I'm going to be very specific about saying that saying you don't do what Google and FaceBook do, what they do, it's misleading. >> Dave: My only caution there is do some more vetting and checking. A lot of times what some guy says on a Cube interview, he or she doesn't even know, in my experience. Make sure you validate that. >> George: I'll send it to them for feedback, but it wasn't just him. I got it from the CTO of the IOT division as well. >> Dave: When you were in Munich? >> George: This wasn't on the Cube either. This was by the side of, at the coffee table during our break. >> Dave: I understand and CTO's in theory should know. I can't tell you how many times I've gotten a definitive answer from a pretty senior level person and it turns out it was, either they weren't listening to me or they didn't know or they were just yessing me or whatever. Just be really careful and make sure you do your background checks. >> George: I will. I think the key is leave them room to provide a nuanced answer. It's more of a really, really, really concrete about really specific edge conditions and say do you or don't you. >> Dave: This is a pretty big one. If I'm a CIO, a chief digital officer, a chief data officer, COO, head of IT, head of data science, what should I be doing in this regard? What's the advice? >> George: Okay, can I go through a few more or are we out of time? >> Dave: No, we have time. >> George: Let me do a couple more points. I talked about training a single twin or an instance of a twin and I talked about the acceleration of the learning curve. There's edge analytics, David has educated us with the help of looking at GE Predicts. David, you have been talking about this fpr a long time. You want edge analytics to inform or automate a low latency decision and so this is where you're going to have to run some amount of analytics. Right near the device. Although I got to mention, hopefully this will elicit a chuckle. When you get some vendors telling you what their edge and cloud strategies are. Map R said, we'll have a hadoop cluster that only needs four or five nodes as our edge device. And we'll need five admins to care and feed it. He didn't say the last part, but that obviously isn't going to work. The edge analytics could be things like recalibrating the machine for different tolerance. If it's seeing that it's getting out of the tolerance window or something like that. The cloud, and this is old news for anyone who's been around David, but you're going to have a lot of data, not all of it, but going back to the cloud to train both the instances of each robotic machine tool and the master of that machine tool. The reason is, an instance would be oh I'm operating in a high humidity environment, something like that. Another one would be operating where there's a lot of sand or something that screws up the behavior. Then the master might be something that has behavior that's sort of common to all of them. It's when the training, the training will take place on the instances and the master and will in all likelihood push down versions of each. Next to the physical device process, whatever, you'll have the instance one and a class one and between the two of them, they should give you the optimal view of behavior and the ability to simulate to improve things. It's worth mentioning, again as David found out, not by talking to GE, but by accidentally looking at their documentation, their whole positioning of edge versus cloud is a little bit hand waving and in talking to the guys from ThingWorks which is a division of what used to be called Parametric Technology which is just PTC, it appears that they're negotiating with GE to give them the orchestration and distributed database technology that GE can't build itself. I've heard also from two ISV's, one a major one and one a minor one who are both in the IOT ecosystem one who's part of the GE ecosystem that predicts as a mess. It's analysis paralysis. It's not that they don't have talent, it's just that they're not getting shit done. Anyway, the key thing now is when you get all this - >> David: Just from what I learned when I went to the GE event recently, they're aware of their requirement. They've actually already got some sub parts of the predix which they can put in the cloud, but there needs to be more of it and they're aware of that. >> George: As usual, just another reason I need a red phone hotline to David for any and all questions I have. >> David: Flattery will get you everywhere. >> George: All right. One of the key takeaways, not the action item, but the takeaway for a customer is when you get these data feedback loops reinforcing each other, the instances of say the robotic machine tools to the master, then the instance to the assembly line to the factory, when all that is being orchestrated and all the data is continually enhancing the models as well as the manual process of adding contextual information or new levels of structure, this is when you're on increasing returns sort of curve that really contributes to sustaining competitive advantage. Remember, think of how when Google started off on search, it wasn't just their algorithm, but it was collecting data about which links you picked, in which order and how long you were there that helped them reinforce the search rankings. They got so far ahead of everyone else that even if others had those algorithms, they didn't have that data to help refine the rankings. You get this same process going when you essentially have your ecosystem of learning models across the enterprise sort of all orchestrating. This sounds like motherhood and apple pie and there's going to be a lot of challenges to getting there and I haven't gotten all the warts of having gone through, talked to a lot of customers who've gotten the arrows in the back, but that's the theoretical, really cool end point or position where the entire company becomes a learning organization from these feedback loops. I want to, now that we're in the edit process on the overall digital twin, I do want to do a follow up on IBM's approach. Hopefully we can do it both as a report and then as a version that's for Silicon Angle because that thing I wrote on Cloudera got the immediate attention of Cloudera and Amazon and hopefully we can both provide client proprietary value add, but also the public impact stuff. That's my high level. >> This is fascinating. If you're the Chief of Data Science for example, in a large industrial company, having the ability to compile digital twins of all your edge devices can be extraordinarily valuable because then you can use that data to do more fine-grained segmentation of the different types of edges based on their behavior and their state under various scenarios. Basically then your team of data scientists can then begin to identify the extent to which they need to write different machine learning models that are tuned to the specific requirements or status or behavior of different end points. What I'm getting at is ultimately, you're going to have 10 zillion different categories of edge devices performing in various scenarios. They're going to be driven by an equal variety of machine learning, deep learning AI and all that. All that has to be built up by your data science team in some coherent architecture where there might be a common canonical template that all devices will, all the algorithms and so forth on those devices are being built from. Each of those algorithms will then be tweaked to the specific digital twins profile of each device is what I'm getting at. >> George: That's a great point that I didn't bring up which is folks who remember object oriented programming, not that I ever was able to write a single line of code, but the idea, go into this robotic machine tool, you can inherit a couple of essentially component objects that can also be used in slightly different models, but let's say in this machine tool, there's a model for a spinning device, I forget what it's called. Like a drive shaft. That drive shaft can be in other things as well. Eventually you can compose these twins, even instances of a twin with essentially component models themselves. Thing Works does this. I don't know if GE does this. I don't think IBM does. The interesting thing about IBM is, their go to market really influences their approach to this which is they have this huge industry solutions group and then obviously the global business services group. These guys are all custom development and domain experts so they'll go into, they're literally working with Airbus and with the goal of building a model of a particular airliner. Right now I think they're doing the de-icing subsystem, I don't even remember on which model. In other words they're helping to create this bespoke thing and so that's what actually gets them into trouble with potentially channel conflict or maybe it's more competitor conflict because Airbus is not going to be happy if they take their learnings and go work with Boeing next. Whereas with PTC and Thing Works, at least their professional services arm, they treat this much more like the implementation of a packaged software product and all the learnings stay with the customer. >> Very good. >> Dave: I got a question, George. In terms of the industrial design and engineering aspect of building products, you mentioned PTC which has been in the CAD business and the engineering business for software for 50 years, and Ansis and folks like that who do the simulation of industrial products or any kind of a product that gets built. Is there a natural starting point for digital twin coming out of that area? That would be the vice president of engineering would be the guy that would be a key target for this kind of thinking. >> George: Great point. This is, I think PTC is closely aligned with Terradata and they're attitude is, hey if it's not captured in the CAD tool, then you're just hand waving because you won't have a high fidelity twin. >> Dave: Yeah, it's a logical starting point for any mechanical kind of device. What's a thing built to do and what's it built like? >> George: Yeah, but if it's something that was designed in a CAD tool, yes, but if it's something that was not, then you start having to build it up in a different way. I think, I'm trying to remember, but IBM did not look like they had something that was definitely oriented around CAD. Theirs looked like it was more where the knowledge graph was the core glue that pulled all the structure and behavior together. Again, that was a reflection of their product line which doesn't have a CAD tool and the fact that they're doing these really, really, really bespoke twins. >> Dave: I'm thinking that it strikes me that from the industrial design in engineering area, it's really the individual product is really the focus. That's one part of the map. The dynamic you're pointing at, there's lots of other elements of the map in terms of an operational, a business process. That might be the fleet of wind turbines or the fleet of trucks. How they behave collectively. There's lots of different entry points. I'm just trying to grapple with, isn't the CAD area, the engineering area at least for hard products, have an obvious starting point for users to begin to look at this. The BP of Engineering needs to be on top of this stuff. >> George: That's a great point that I didn't bring up which is, a guy at Microsoft who was their CTO in their IT organization gave me an example which was, you have a pipeline that's 1,000 miles long. It's got 10,000 valves in it, but you're not capturing the CAD design of the valve, you just put a really simple model that measures pressure, temperature, and leakage or something. You string 10,000 of those together into an overall model of the pipeline. That is a low fidelity thing, but that's all they need to start with. Then they can see when they're doing maintenance or when the flow through is higher or what the impact is on each of the different valves or flanges or whatever. It doesn't always have to start with super high fidelity. It depends on which optimizing for. >> Dave: It's funny. I had a conversation years ago with a guy, the engineering McNeil Schwendler if you remember those folks. He was telling us about 30 to 40 years ago when they were doing computational fluid dynamics, they were doing one dimensional computational fluid dynamics if you can imagine that. Then they were able, because of the compute power or whatever, to get the two dimensional computational fluid dynamics and finally they got to three dimensional and they're looking also at four and five dimensional as well. It's serviceable, I guess what I'm saying in that pipeline example, the way that they build that thing or the way that they manage that pipeline is that they did the one dimensional model of a valve is good enough, but over time, maybe a two or three dimensional is going to be better. >> George: That's why I say that this is a journey that's got to take a decade or more. >> Dave: Yeah, definitely. >> Take the example of airplane. The old joke is it's six million parts flying in close formation. It's going to be a while before you fit that in one model. >> Dave: Got it. Yes. Right on. When you have that model, that's pretty cool. All right guys, we're about out of time. I need a little time to prep for my next meeting which is in 15 minutes, but final thoughts. Do you guys feel like this was useful in terms of guiding things that you might be able to write about? >> George: Hugely. This is hugely more valuable than anything we've done as a team. >> Jim: This is great, I learned a lot. >> Dave: Good. Thanks you guys. This has been recorded. It's up on the cloud and I'll figure out how to get it to Peter and we'll go from there. Thanks everybody. (closing thank you's)
SUMMARY :
There you go. and maybe the key issues that you see and is coming even more deeply into the core practice You had mentioned, you rattled off a bunch of parameters. It's all about the core team needs to be, I got a minimal modular, incremental, iterative, iterative, adaptive, and co-locational. in the context of data science, and get automation of many of the aspects everything that these people do needs to be documented that the whole rapid idea development flies in the face of that create the final product that has to go into production and the algorithms and so forth that were used and the working model is obviously a subset that handle the continuous training and retraining David: Is that the right way of doing it, Jim? and come back to sort of what I was trying to get to before Dave: Please, that would be great. so how in the world are you going to agilize that? I think if you try to represent data science the algorithm to be fit for purpose and he said something to me the other day. If you look at - Just to clarify, he said agile's dead? Dave: Go ahead, Jim. and the functional specifications and all that. and all that is increasingly the core that the key aspect of all the data scientists that incorporates the crux of data science Nick, you there? Tough to hear you. pivoting off the Micron news. the ability to create a whole number of nodes. Participant: This latency and the node count At the moment, 3D Crosspoint is a nice to have That is the secret sauce which allows you The latency is incredibly short. Move the processing to that particular node Is Micron the first market with this capability, David? David: Over fabric? and who are coming to market with their own versions. Dave: David? bring the application to the data, Now that the impact of non co-location and you have to do a join, and take the output of that and bring that together. All of the data science is there. NVMe, by definition is a point to point architecture. Dave: Oh, got it. Does that definition of (mumbling) make sense to you guys? Nick: You're emphasizing the network topology, the whole idea was the thrust was performance. of the systems as a whole Then the fact that you have a large memory space is that the amount of data that you can pass through it You just referenced 200 milliseconds or microseconds? David: Did I say milliseconds? Relate that to the five microsecond thing again. anywhere else in the thousand nodes, That's the reason why you can now do what I talked about when you have an MPI like mesh than a ring. They believe that the cost of the equivalent DSSD system Who develops the query optimizer for the system? Jim: The DBMS vendor would have to re-write theirs I don't recognize the voice. Dave: That was Neil. It happens to be very low latency which is that you can get at all the data, Yeah, the array controller is software from a company called That's the company that has produced the software from the ISDs to support this and other developers. and the agility of an organization in the marketplace. AI, the draw of AI is all this training data. for the cloud vendors to not just offer are the SaaS vendors who can take their applications and then there are going to be individual companies Latency and throughput and this starts to push Dave: Okay, good. I guess, I'm not sure you coined it, and the idea is that the twin captures the structure Conceivably, it can be fabricated on the fly and it should conform to the data model and that helps modify the behavior Dave: It's interesting, George. saying, "We'll take the data model, Make sure you validate that. I got it from the CTO of the IOT division as well. This was by the side of, at the coffee table I can't tell you how many times and say do you or don't you. What's the advice? of behavior and the ability to simulate to improve things. of the predix which they can put in the cloud, I need a red phone hotline to David and all the data is continually enhancing the models having the ability to compile digital twins and all the learnings stay with the customer. and the engineering business for software hey if it's not captured in the CAD tool, What's a thing built to do and what's it built like? and the fact that they're doing these that from the industrial design in engineering area, but that's all they need to start with. and finally they got to three dimensional that this is a journey that's got to take It's going to be a while before you fit that I need a little time to prep for my next meeting This is hugely more valuable than anything we've done how to get it to Peter and we'll go from there.
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Day 3 Open | Red Hat Summit 2017
>> (upbeat music) Live from Boston Massachusetts. It's theCube! Covering Red Hat Summit 2017. Brought to you by Red Hat. >> It is day three of the Red Hat Summit, here in Boston Massachusetts. I'm Rebecca Knight. Along with Stu Miniman. We are wrapping up this conference Stu. We just had the final keynote of the morning. Before the cameras were rolling, you were teasing me a little bit that you have more scoop on the AWS deal. I'm interested to hear what you learned. >> (Stu) Yeah, Rebecca. First of all, may the fourth be with you. >> (Rebecca) Well, thank you. Of course, yes. And also with you. >> (Stu) Always. >> Yeah. (giggles) >> (Stu) So, day three of the keynote. They started out with a little bit of fun. They gave out some "May The Fourth Be With You" t-shirts. They had a little Star Wars duel that I was Periscoping this morning. So, love their geeking out. I've got my Millennium Falcon cuff links on. >> (Rebecca) You're into it. >> I saw a bunch of guys wearing t-shirts >> (Rebecca) Princess Leia was walking around! >> Princess Leia was walking around. There were storm troopers there. >> (Rebecca) Which is a little sad to see, but yes. >> (Stu) Uh, yeah. Carrie Fisher. >> Yes. >> Absolutely, but the Amazon stuff. Sure, I think this is the biggest news coming out of the show. I've said this a number of times. And we're still kind of teasing out exactly what it is. Cause, partially really this is still being built out. There's not going to be shipping until later this year. So things like how pricing works. We're still going to get there. But there's some people that were like "Oh wait!' "Open shift can be in AWS, that's great!" "But then I can do AWS services on premises." Well, what that doesn't mean, of course is that I don't have everything that Amazon does packaged up into a nice little container. We understand how computer coding works. And even with open-source and how we can make things server-less. And it's not like I can take everything that everybody says and shove it in my data center. It's just not feasible. What that means though, is it is the same applications that I can run. It's running in OpenShift. And really, there's the hooks and the API's to make sure that I can leverage services that are used in AWS. Of course, from my standpoint I'm like "OK!" So, tell me a little bit about how what latency there's going to be between those services. But it will be well understood as we build these what it's going to be use for. Certain use cases. We already talked to Optim. I was really excited about how they could do this for their environment. So, it's something we expect to be talking about throughout the rest of the year. And by the time we get to AWS Reinvent the week after Thanksgiving, I expect we'll have a lot more detail. So, looking forward to that. >> (Rebecca) And it will be rolled out too. So we'll have a really good sense of how it's working in the marketplace. >> (Stu) Absolutely. >> So other thoughts on the key note. I mean, one of the things that really struck me was talking about open-source. The history of open-source. It started because of a need to license existing technologies in a cheaper way. But then, really, the point that was made is that open-source taught tech how to collaborate. And then tech taught the world how to collaborate. Because it really was the model for what we're seeing with crowdsourcing solutions to problems facing education, climate change, the developing world. So I think that that is really something that Red Hat has done really well. In terms of highlighting how open-source is attacking many of the worlds most pressing problems. >> (Stu) Yeah, Rebecca I agree. We talked with Jim Whitehurst and watched him in the keynotes in previous days. And talked about communities and innovation and how that works. And in a lot of tech conferences it's like "Okay, what are the business outcomes?" And here it's, "Well, how are we helping the greater good?" "How are we helping education?" It was great to see kids that are coding and doing some cool things. And they're like, "Oh yeah, I've done Java and all these other things." And the Red Hat guys were like, "Hey >> (Rebecca) We're hiring. Yeah. (giggles) >> can we go hire this seventh grader?" Had the open-source hardware initiative that they were talking about. And how they can do that. Everything from healthcare to get a device that used to be $10,000 to be able to put together the genome. Is I can buy it on Amazon for What was it? Like six seven hundred dollars and put it together myself. So, open-source and hardware are something we've been keeping an eye on. We've been at the Open Compute Project event. Which Facebook launched. But, these other initiatives. They had.... It was funny, she said like, "There's the internet of things." And they have the thing called "The Thing" that you can tie into other pieces. There was another one that weaved this into fabric. And we can sensor and do that. We know healthcare, of course. Lot's of open-source initiatives. So, lots of places where open-source communities and projects are helping proliferate and make greater good and make the world a greater place. Flattening the world in many cases too. So, it was exciting to see. >> And the woman from the Open-Source Association. She made this great point. And she wasn't trying to be flip. But she said one of our questions is: Are you emotionally ready to be part of this community? And I thought that that was so interesting because it is such a different perspective. Particularly from the product side. Where, "This is my IP. This is our idea. This is our lifeblood. And this is how we're going to make money." But this idea of, No. You need to be willing to share. You need to be willing to be copied. And this is about how we build ideas and build the next great things. >> (Stu) Yeah, if you look at the history of the internet, there was always. Right, is this something I have to share information? Or do we build collaboration? You know, back to the old bulletin board days. Through the homebrew computing clubs. Some of the great progress that we've made in technology and then technology enabling beyond have been because we can work in a group. We can work... Build on what everyone else has done. And that's always how science is done. And open-source is just trying to take us to the next level. >> Right. Right. Right. And in terms of one of the last... One of the last things that they featured in the keynote was what's going on at the MIT media lab. Changing the face of agriculture. And how they are coding climate. And how they are coding plant nutrition. And really this is just going to have such a big change in how we consume food and where food is grown. The nutrients we derive from fruit. I was really blown away by the fact that the average apple we eat in the grocery store has been around for 14 months. Ew, ew! (laughs) So, I mean, I'm just exciting what they're doing. >> Yeah, absolutely right. If we can help make sure people get clean water. Make sure people have availability of food. Shorten those cycles. >> (Rebecca) Right, right. Exactly. >> The amount of information, data. The whole Farm to Table Initiative. A lot of times data is involved in that. >> (Rebecca) Yeah. It's not necessarily just the stuff that you know, grown on the roof next door. Or in the farm a block away. I looked at a local food chain that's everywhere is like Chipotle. You know? >> (Rebecca) Right. >> They use data to be able to work with local farmers. Get what they can. Try to help change some of the culture pieces to bring that in. And then they ended up the keynote talking more about innovation award winners. You and I have had the chance to interview a bunch of them. It's a program I really like. And talking to some of the Red Hatters there actually was some focus to work with... Talk to governments. Talk to a lot of internationals. Because when they started the program a few years ago. It started out very U.S.-centric. So, they said "Yeah." It was a little bit coincidence that this year it's all international. Except for RackSpace. But, we should be blind when we think about who has great ideas and good innovation. And at this conference, I bumped into a lot of people internationally. Talked to a few people coming back from the Red Sox game. And it was like, "How was it?" And they were like, "Well, I got a hotdog and I understood this. But that whole ball and thing flying around, I don't get it." And things like that. >> So, they're learning about code but also baseball. So this is >> (Stu) Yeah, what's your take on the global community that you've seen at the show this week? >> (Rebecca) Well, as you've said, there are representatives from 70 countries here. So this really does feel like the United Nations of open-source. I think what is fascinating is that we're here in the states. And so we think about these hotbeds of technological innovation. We're here in Boston. Of course there's Silicon Valley. Then there are North Carolina, where Red Hat's based. Atlanta, Austin, Seattle, of course. So all these places where we see so much innovation and technological progress taking place here in the states. And so, it can be easy to forget that there are also pockets all over Europe. All over South America. In Africa, doing cool things with technology. And I think that that is also ... When we get back to one of the sub themes of this conference... I mean, it's not a sub theme. It is the theme. About how we work today. How we share ideas. How we collaborate. And how we manage and inspire people to do their best work. I think that that is what I'd like to dig into a little today. If we can. And see how it is different in these various countries. >> Yeah, and this show, what I like is when its 13th year of the show, it started out going to a few locations. Now it's very stable. Next year, they'll be back in San Francisco. The year after, they'll be back here in Boston. They've go the new Boston office opening up within walking distance of where we are. Here GE is opening up their big building. I just heard there's lots of startups when I've been walking around the area. Every time I come down to the Sea Port District. It's like, "Wow, look at all the tech." It's like, Log Me In is right down the road. There's this hot little storage company called Wasabi. That's like two blocks away. Really excited but, one last thing back on the international piece. Next week's OpenStack Summit. I'll be here, doing theCube. And some of the feedback I've been getting this week It's like, "Look, the misperception on an OpenStack." One of the reasons why people are like, "Oh, the project's floundering. And it's not doing great, is because the two big use case. One, the telecommunication space. Which is a small segment of the global population. And two, it's gaining a lot of traction in Europe and in Asia. Whereas, in North America public cloud has kind of pushed it aside a little bit. So, unfortunately the global tech press tends to be very much, "Oh wait, if it's seventy-five percent adoption in North America, that's what we expect. If its seventy-five percent overseas, it's not happening. So (giggles) it's kind of interesting. >> (Rebecca) Right. And that myopia is really a problem because these are the trends that are shaping our future. >> (Stu) Yeah, yeah. >> So today, I'm also going to be talking to the Women In Tech winners. That very exciting. One of the women was talking about how she got her idea. Or really, her idea became more formulated, more crystallized, at the Grace Hopper Conference. We, of course, have a great partnership with the Grace Hopper Conference. So, I'm excited to talk to her more about that today too. >> (Stu) Yeah, good lineup. We have few more partners. Another customer EasiER AG who did the keynote yesterday. Looking forward to digging in. Kind of wrapping up all of this. And Rebecca it's been fun doing it with you this week. >> And I'm with you. And may the force... May the fourth be with you. >> And with you. >> (giggles) Thank you, we'll have more today later. From the Red Hat Summit. Here in Boston, I'm Rebecca Knight for Stu Miniman. (upbeat music)
SUMMARY :
Brought to you by Red Hat. We just had the final keynote of the morning. may the fourth be with you. And also with you. They had a little Star Wars duel that I was Periscoping Princess Leia was walking around. (Stu) Uh, yeah. And by the time we get to AWS Reinvent (Rebecca) And it will be rolled out too. is attacking many of the worlds most pressing problems. And the Red Hat guys were like, "Hey (Rebecca) We're hiring. And we can sensor and do that. And the woman from the Open-Source Association. Some of the great progress that we've made in technology And in terms of one of the last... If we can help (Rebecca) Right, right. The amount of information, data. It's not necessarily just the stuff that You and I have had the chance to interview a bunch of them. So this is And so, it can be easy to forget And some of the feedback I've been getting this week And that myopia is really a problem One of the women was talking about how she And Rebecca it's been fun doing it with you this week. And may the force... From the Red Hat Summit.
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Carlo Vaiti | DataWorks Summit Europe 2017
>> Announcer: You are CUBE Alumni. Live from Munich, Germany, it's theCUBE. Covering, DataWorks Summit Europe 2017. Brought to you by Hortonworks. >> Hello, everyone, welcome back to live coverage at DataWorks 2017, I'm John Furrier with my cohost, Dave Vellante. Two days of coverage here in Munich, Germany, covering Hortonworks and Yahoo, presenting Hadoop Summit, now called DataWorks 2017. Our next guest is Carlo Vaiti, who's the HPE chief technology strategist, EMEA Digital Solutions, Europe, Middle East, and Africa. Welcome to theCUBE. >> Thank you, John. >> So we were just chatting before we came on, of your historic background at IBM, Oracle, and now HPE, and now back into the saddle there. >> Don't forget Sun Microsystems. >> Sun Microsystems, sorry, Sun, yeah. I mean, great, great run. >> It was a long run. >> You've seen the computer revolution happen. I worked at HP for nine years, from '88 to '97. Again, Dave was a premier analyst during that run of client-server. We've seen the computer revolution happen. Now we're seeing the digital revolution where the iPhone is now 10 years old, Cloud is booming, data's at the center of the value proposition, so a completely new disruptive capability. >> Carlo: Sure, yes. >> So what are you doing as the CTO, chief technologist for HPE, how are you guys bringing this story together? 'Cause there's so much going on at HPE. You got the services spit, you got the software split, and HP's focusing on the new style of IT, as Meg Whitman calls it. >> So, yeah. My role in EMEA is actually all about having basically a visionary kind of strategy role for what's going to be HP in the future, in terms of IT. And one of the things that we are looking at is, is specifically to have, we split our strategy in three different aspects, so three transformation areas. The first one which we usually talk is what I call hybrid IT, right, which is basically making services around either On-Premise or on Cloud for our customer base. The second one is actually power the Intelligent Edge, so is actually looking after our collaboration and when we acquire Aruba components. And the third one, which is in the middle, and that's why I'm here at the DataWorks Summit, is actually the data-analytics aspects. And we have a couple of solution in there. One is the Enterprise great Hadoop, which is part of this. This is actually how we generalize all the figure and the strategy for HP. >> It's interesting, Dave and I were talking yesterday, being in Europe, it's obviously a different sideshow, it's smaller than the DataWorks or Hadoop Summit in North America in San Jose, but there's a ton of Internet of things, IoT or IIoT, 'cause here in Germany, obviously, a lot of industrial nations, but in Europe in general, a lot of smart cities initiatives, a lot of mobility, a ton of Internet of things opportunity, more than in the US. >> Absolutely. >> Can you comment on how you guys are tackling the IoT? Because it's an Intelligent Edge, certainly, but it's also data, it's in your wheelhouse. >> Yes, sure. So I'm actually working, it's a good question, because I'm actually working a couple of projects in Eastern Europe, where it's all about Industrial IoT Analytics, IIoTA. That's the new terminology we use. So what we do is actually, we analyze from a business perspective, what are the business pain points, in an oil and gas company for example. And we understand for example, what kind of things that they need and must have. And what I'm saying here is, one of the aspects for example, is the drilling opportunity. So how much oil you can extract from a specific rig in the middle of the North Sea, for example. This is one of the key question, because the customer want to understand, in the future, how much oil they can extract. The other one is for example, the upstream business. So doing on the retail side and having, say, when my customer is stopping in a gas station, I want go in the shop, immediately giving, I dunno, my daughter, a kind of campaign for the Barbie, because they like the Barbie. So IoT, Industrial IoT help us in actually making a much better customer experience, and that's the case of the upstream business, but is also helping us in actually much faster business outcomes. And that's what the customer wants, right? 'Cause, and was talking with your colleague before, I'm talking to the business guy. I'm not talking to the IT anymore in these kind of place, and that's how IoT allow us a chance to change the conversation at the industry level. >> These are first-time conversations too. You're getting at the kinds of business conversations that weren't possible five years ago. >> Carlo: Yes, sure. >> I mean and 10 years ago, they would have seemed fantasy. Now they're reality. >> The role of analytics in my opinion, is becoming extremely key, and I said this morning, for me my best center is that the detail, is the stone foundation of the digital economy. I continue to repeat this terminology, because it's actually where everything is starting from. So what I mean is, let's take a look at the analytic aspect. So if I'm able to analyze the data close to the shop floor, okay, close to the shop manufacturing floor, if I'm able to analyze my data on the rig, in the oil and gas industry, if I'm able to analyze doing preprocessing analytics, with Kafka, Druid, these kind of open-source software, where close to the Intelligent Edge, then my customers going to be happy, because I give them very fast response, and the decision-maker can get to decision in a faster time. Today, it takes a long time to take these type of decision. So that's why we want to move into the power Intelligent Edge. >> So you're saying, data's foundational, but if you get to the Intelligent Edge, it's dynamic. So you have a dynamic reactive, realtime time series, or presences of data, but you need the foundational pre-data. >> Perfect. >> Is that kind of what you're getting at? >> Yes, that's the first step. Preprocessing analytics is what we do. In the next generation of, we think is going to be Industrial IoT Analytics, we're going to actually put massive amount of compute close to the shop manufacturing floor. We call internally or actually externally, convergent planned infrastructure. And that's the key point, right? >> John: Convergent plan? >> Convergent planned infrastructure, CPI. If you look at in Google, you will find. It's a solution we bring in the market a few months ago. We announce it in December last year. >> Yeah, Antonio's smart. He also had a converged systems as well. One of the first ones. >> Yeah, so that's converge compute at the edge basically. >> Correct, converge compute-- >> Very powerful. >> Very powerful, and we run analytics on the edge. That's the key point. >> Which we love, because that means you don't have to send everything back to the Cloud because it's too expensive, it's going to take too long, it's not going to work. >> Carlo: The bandwidth on the network is much less. >> There's no way that's going to be successful, unless you go to the edge and-- >> It takes time. >> With a cost. >> Now the other thing is, of course, you've got the Aruba asset, to be able to, I always say, joke, connect the windmill. But, Carlo, can we go back to the IoTA example? >> Carlo: Correct, yeah. >> I want to help, help our audience understand, sort of, the new HP, post these spin merges. So perviously you would say, okay, we have Vertica. You still have partnership, or you still own Vertica, but after September 1st-- >> Absolutely, absolutely. It's part of the columnar side-- >> Right, yes, absolutely, but, so. But the new strategy is to be more of a platform for a variety of technology. So how for instance would you solve, or did you solve, that problem that you described? What did you actually deliver? >> So again, as I said, we're, especially in the Industrial IoT, we are an ecosystem, okay? So we're one element of the ecosystem solution. For the oil and gas specifically, we're working with other system integrator. We're working with oil and the industry gas expertise, like DXC company, right, the company that we just split a few days ago, and we're working with them. They're providing the industry expertise. We are a infrastructure provided around that, and the services around that for the infrastructure element. But for the industry expertise, we try to have a kind of little bit of knowledge, to start the conversation with the customer. But again, my role in the strategy is actually to be a ecosystem digital integrator. That's the new terminology we like to bring in the market, because we really believe that's the way HP role is going to be. And the relevance of HP is totally depending if we are going to be successful in these type of things. >> Okay, now a couple other things you talked about in your keynote. I'm just going to list them, and then we can go wherever we want. There was Data Link 3.0, Storage Disaggregation, which is kind of interesting, 'cause it's been a problem. Hadoop as a service, Realtime Everywhere, and then Analytics at the Edge, which we kind of just talked about. Let's pick one. Let's start with Data Link 3.0. What is that? John doesn't like the term data link. He likes data ocean. >> I like data ocean. >> Is Data Link 3.0 becoming an ocean? >> It's becoming an ocean. So, Data Link 3.0 for us is actually following what is going to be the future for HDFS 3.0. So we have three elements. The erasure coding feature, which is coming on HDFS. The second element is around having HDFS data tier, multi-data tier. So we're going to have faster SSD drives. We're going to have big memory nodes. We're going to have GPU nodes. And the reason why I say disaggregation is because some of the workload will be only compute, and some of the workload will be only storage, okay? So we're going to bring, and the customer require this, because it's getting more data, and they need to have for example, YARN application running on compute nodes, and the same level, they want to have storage compute block, sorry, storage components, running on the storage model, like HBase for example, like HDFS 3.0 with the multi-tier option. So that's why the data disaggregation, or disaggregation between compute and storage, is the key point. We call this asymmetric, right? Hadoop is becoming asymmetric. That's what it mean. >> And the problem you're solving there, is when I add a node to a cluster, I don't have to add compute and storage together, I can disaggregate and choose whatever I need, >> Everyone that we did. >> based on the workload. >> They are all multitenancy kind of workload, and they are independent and they scale out. Of course, it's much more complex, but we have actually proved that this is the way to go, because that's what the customer is demanding. >> So, 3.0 is actually functional. It's erasure coding, you said. There's a data tier. You've got different memory levels. >> And I forgot to mention, the containerization of the application. Having dockerized the application for example. Using mesosphere for example, right? So having the containerization of the application is what all of that means, because what we do in Hadoop, we actually build the different clusters, they need to talk to each other, and change data in a faster way. And a solution like, a product like SQL Manager, from Hortonworks, is actually helping us to get this connection between the cluster faster and faster. And that's what the customer wants. >> And then Hadoop as a service, is that an on-premise solution, is that a hybrid solution, is it a Cloud solution, all three? >> I can offer all of them. Hadoop is a service could be run on-premise, could be run on a public Cloud, could be run on Azure, or could be mix of them, partially on-premise, and partially on public. >> And what are you seeing with regard to customer adoption of Cloud, and specifically around Hadoop and big data? >> I think the way I see that option is all the customer want to start very small. The maturity is actually better from a technology standpoint. If you're asking me the same question maybe a year ago, I would say, it's difficult. Now I think they've got the point. Every large customer, they want to build this big data ocean, note the delay, ocean, whatever you want to call it. >> John: Love that. (laughs) >> All right. They want to build this data ocean, and the point I want to make is, they want to start small, but they want to think very high. Very big, right, from their perspective. And the way they approach us is, we have a kind of methodology. We establish the maturity assessment. We do a kind of capability maturity assessment, where we find that if the customer is actually a pioneer, or is actually a very traditional one, so it's very slow-going. Once we determine where is the stage of the customer is, we propose some specific proof of concept. And in three months usually, we're putting this in place. >> You also talked about realtime everywhere. We in our research, we talk about the, historically, you had batchy of interactive, and now you have what we call continuous, or realtime streaming workloads. How prevalent is that? Where do you see it going in the future? >> So I think is another train for the future, as I mentioned this morning in my presentation. So and Spark is actually doing the open-source memory engine process, is actually the core of this stuff. We see 60 to 70 time faster analytics, compared to not to use Spark. So many customer implemented Spark because of this. The requirement are that the customer needs an immediate response time, okay, for a specific decision-making that they have to do, in order to improve their business, in order to improve their life. But this require a different architecture. >> I have a question, 'cause you, you've lived in the United States, you're obviously global, and spent a lot of time in Europe as well, and a lot of times, people want to discuss the differences between, let's make it specific here, the European continent and North America, and from a sophistication standpoint, same, we can agree on that, but there are still differences. Maybe, more greater privacy concerns. The whole thing with the Cloud and the NSA in the United States, created some concerns. What do you see as the differences today between North America and Europe? >> From my perspective, I think we are much more for example take IoT, Industrial IoT. I think in Europe we are much more advanced. I think in the manufacturing and the automotive space, the connected car kind of things, autonomous driving, this is something that we know already how to manage, how to do it. I mean, Tesla in the US is a good example that what I'm saying is not true, but if I look at for example, large German manufacturing car, they always implemented these type of things already today. >> Dave: For years, yeah. >> That's the difference, right? I think the second step is about the faster analytic approach. So what I mentioned before. The Power the Intelligent Edge, in my opinion at the moment, is much more advanced in the US compared to Europe. But I think Europe is starting to run back, and going on the same route. Because we believe that putting compute capacity on the edge is what actually the customer wants. But that's the two big differences I see. >> The other two big external factors that we like to look at, are Brexit and Trump. So (laughs) how 'about Brexit? Now that it's starting to sort of actually become, begin the process, how should we think about it? Is it overblown? It is critical? What's your take? >> Well, I think it's too early to say. UK just split a few days ago, right, officially. It's going to take another 18 months before it's going to be completed. From a commercial standpoint, we don't see any difference so far. We're actually working the same way. For me it's too early to say if there's going to be any implication on that. >> And we don't know about Trump. We don't have to talk about it, but the, but I saw some data recently that's, European sentiment, business sentiment is trending stronger than the US, which is different than it's been for the last many years. What do you see in terms of just sentiment, business conditions in Europe? Do you see a pick up? >> It's getting better, it is getting better. I mean, if I look at the major countries, the P&L is going positive, 1.5%. So I think from that perspective, we are getting better. Of course we are still suffering from the Chinese, and Japanese market sometimes. Especially in some of the big large deals. The inclusion of the Japanese market, I feel it, and the Chinese market, I feel that. But I think the economy is going to be okay, so it's going to be good. >> Carlo, I want to thank you for coming on and sharing your insight, final question for you. You're new to HPE, okay. We have a lot of history, obviously I was, spent a long part of my career there, early in my career. Dave and I have covered the transformation of HP for many, many years, with theCUBE certainly. What attracted you to HP and what would you say is going on at HP from your standpoint, that people should know about? >> So I think the number one thing is that for us the word is going to be hybrid. It means that some of the services that you can implement, either on-premise or on Cloud, could be done very well by the new Pointnext organization. I'm not part of Pointnext. I'm in the EG, Enterprise Group division. But I am fan for Pointnext because I believe this is the future of our company, is on the services side, that's where it's going. >> I would just point out, Dave and I, our commentary on the spin merge has been, create these highly cohesive entities, very focused. Antonio now running EG, big fans, of where it's actually an efficient business model. >> Carlo: Absolutely. >> And Chris Hsu is running the Micro Focus, CUBE Alumni. >> Carlo: It's a very efficient model, yes. >> Well, congratulations and thanks for coming on and sharing your insights here in Europe. And certainly it is an IoT world, IIoT. I love the analytics story, foundational services. It's going to be great, open source powering it, and this is theCUBE, opening up our content, and sharing that with you. I'm John Furrier, Dave Vellante. Stay with us for more great coverage, here from Munich after the short break.
SUMMARY :
Brought to you by Hortonworks. Welcome to theCUBE. and now back into the saddle there. I mean, great, great run. data's at the center of the value proposition, and HP's focusing on the new style And one of the things that we are looking at is, it's smaller than the DataWorks or Hadoop Summit Can you comment on how you guys are tackling the IoT? and that's the case of the upstream business, You're getting at the kinds of business conversations I mean and 10 years ago, they would have seemed fantasy. and the decision-maker can get to decision in a faster time. So you have a dynamic reactive, And that's the key point, right? It's a solution we bring in the market a few months ago. One of the first ones. That's the key point. it's going to take too long, it's not going to work. Now the other thing is, sort of, the new HP, post these spin merges. It's part of the columnar side-- But the new strategy is to be more That's the new terminology we like to bring in the market, John doesn't like the term data link. and the same level, they want to have but we have actually proved that this is the way to go, So, 3.0 is actually functional. So having the containerization of the application Hadoop is a service could be run on-premise, all the customer want to start very small. John: Love that. and the point I want to make is, they want to start small, and now you have what we call continuous, is actually the core of this stuff. in the United States, created some concerns. I mean, Tesla in the US is a good example is much more advanced in the US compared to Europe. actually become, begin the process, before it's going to be completed. We don't have to talk about it, but the, and the Chinese market, I feel that. Dave and I have covered the transformation of HP It means that some of the services that you can implement, our commentary on the spin merge has been, I love the analytics story, foundational services.
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Jim Raine, Carbon Black - Fortinet Accelerate 2017 - #Accelerate2017 - #theCUBE
>> Announcer: Live from Las Vegas, Nevada. It's the Cube covering Accelerate 2017, brought to you by Fortinet. Now here are your hosts Lisa Martin and Peter Burris. >> Hi welcome back to the Cube. I'm Lisa Martin joined by my co-host Peter Burris and we are with Fortinet in beautiful Las Vegas at their Fortinet Accelerate 2017 event. A great event that brings together over 700 partners from 93 countries. And right now we're very excited to be joined by one of their technology partners, Carbon Black. Jim Rein, welcome to the Cube. >> Thank you very much, I appreciate it. Great to be here. >> Absolutely. You are a key alliance partner, Carbon Black, as you're the director of technology alliances. I knew you've been at Carbon Black for three years but you're quite the veteran in terms of technology, engineering, sales, channel services expertise, quite the veteran, quite the sage. But some interesting things that I wanted to let our viewers know about Carbon Black, and we'll have you expand upon this is that you guys are the leading cloud based endpoint security company that stops cyber threats. And that your roots are actually in offensive security. You now protect more than seven million endpoints worldwide and 30 of the Fortune 100 are your customers. Tell our viewers a little more about Carbon Black. what are you doing? What are some of the things that you are seeing as security now as a boardroom level topic? >> We're seeing a lot of changes. It's the idea of taking an endpoint context, what's actually happening at the endpoints. The endpoints are always the real source of where the attacker was really targeting to get to the information. For such a long period of time we've used legacy technology to really to do that. So we're looking at what are some things that we need to do now to really change that entire game. And one of the key things about that is looking beyond just simple files. Malware's bad, we know that, and we have great ways of stopping that for years and our attackers are moving well beyond just malware today and they're moving really into leveraging different attacks by actual actors within the customers' environments. And so we're really positioning ourselves to stop those next threats, the new threats that we're seeing and do it in such a way that it's very easy for a customer to do. Still manage, still maintain it, and then integrate that with other things. >> And I think the key word is integrate it with other things. Because it's not just enough to know what the endpoint's doing, you have to know what the endpoint's doing in the context of what its supposed to be able to do with those other things. Talk a little bit about that and Fortinet come together for customers. >> So it was really important. We've had a really strong opinion that open APIs are very important. The idea that we're better together than we are apart. And that really is true in security. For too long we've had different vendors that have tried to installing everything under one roof and the problem is that most customers will make financial investments within a given product and then they need to capitalize on that, on every single new product they bring on board. With us at Endpoint Contacts we really wanted to make sure that our endpoint data, the actual vision of what we're seeing, could be shared with network entities, could be shared with a sock. And so the sock can have a holistic picture of the entire environment not just on premise but also off. >> Talking about endpoints, tablets, mobile, the proliferation of IOT devices, how does a company nowadays that, we we're talking off air, but the day of everyone getting issued a phone or a Black Berry is over. But when we're all providing our own devices as employees, how realistic is it for a company to actually secure the things that I as an employee are doing with my own devices? On a corporate network. >> It's really tough. It's really tough. We have to control the things we can control, right? Which are the endpoints that we issue. So the laptops, the desktops, the home systems. For a lot of engineers now with a remote context, they're working from home on an iMac. We need to be able to protect that as it was on a corporate network. And so part of that is taking that off network devices, but enabling the corporate assets, the actual on network devices, to leverage that. And that's what we've done with Fortinet. We leverage the FortiSandbox so that whenever we see a brand new binary on an endpoint, we can submit that to FortiSandbox and say, is it good or is it bad? Obviously we don't know that binary at that point, we're making a determination. And if FortiSandbox comes back and says that is malicious, we can not only stop it from executing again, but also terminating in motion. >> One of the things I'm curious about, during the general session this morning, there was a Cecil panel of Levis, AT&T, and Lizard was there. There were also some great customer videos. Pittsburgh Stealers. And some other telecommunications companies. When we're talking about what you're doing at Fortinet, expand upon that a little bit more in terms of the integration. Also are you focused on certain industries that might be at higher risk? Health care, financial services, for example? >> I mean I'd like to say yes, but honestly I think everybody's at a high risk. The hard part today is that attackers are going after wherever they can find the most valuable data to them. And it's not based upon my role or my job or my industry, it's based upon what that attacker actually needs. And so we see it in small mom and pop shops, we see it in health care, we see it in finance. Definitely see it in retail a lot recently and manufacturing. And so we really view it as the customer needs to take a proper assessment, understand where their assets are, and then deploy multiple different layers, which includes an endpoint solution, to actually stop that. So you take our next generation endpoint. You take Fortinet's advanced capabilities on the network. You take the visibility what they've done with the fabric, and now all of a sudden you have this really great solution that does protect the assets they can control. For IOT I mean honestly that'll be something that we'll have to challenged for with a while. But if these can segment that a little bit and protect what I can control, I don't throw my hands up and say I can't do anything. Now I have IOT segment in such a way that I can properly address that with an overall posture. >> Can we presume that your customers have this awareness as knowledge that we're already breached, we now have to be providing or limiting damage? Is that the feeling and the vibe that you're getting when you're talking to customers about endpoint security? >> We hope so. We came out about three years ago and said that there's an assumption of breach. Which is don't assume you won't be, assume it's already happened. And assume you just don't know about it. And that's really a reality I think for a lot of people nowadays. You know Ponamon does a really great yearly expose where it talks about how long a breach has occurred within environments, and it's 200 plus days or some number. The point is it's always a significant amount of time. So the ability to have more visibility within a network, not only on the network side but also on the endpoint side, and combine that into one view is so important. Because most customers honestly don't know they have that. And then what it is, it's a panic situation. And that's rough. >> But increasingly, in enterprise, it's providing service to a customer or partner, is really providing service to an endpoint somewhere. >> It is. >> And so we know for example that when the bad guys are trying to do something malicious, they're just not getting into your network, and working their way through your systems until they can find the most valuable data. They also know that if you are a trading partner, that even if your data is not that valuable, the trading partner's data may be very valuable. And so they are hopping corporate boundaries as well. And so trading partners absolutely have to be able to secure and validate that their relations are working the way that they're supposed to be working. So how does my ability to be a trading partner go up and down based on my ability to demonstrate that I've got great endpoint security in my business? >> You know it's a great question, because I don't know of too many customers that have a strict validation to say if I'm a partner of yours, not a technology partner but a business partner, that I expect you to maintain a certain level of security protection. There's just an automatic assumption that we partner with you know Sea-bil or somebody else and of course they have a protection enabled. I think you have to raise it up a level. So we have to have a policy mindset to not say that you know obviously we have different solutions deployed, but what have I enabled? From a very broad perspective, what kind of things do I allow my endpoints or do I allow my network to do? What kind of things do I disallow, do I block? Do I have control of domain admin? Something as simple as that. But that forms a policy, and then different companies can match policies together and say, yes you actually do comply with our policy or our security posture, therefore we're going to enable the partnership. Because you're right. If I come in through a partner, does that allow my insurance to cover me from a cyber protection perspective? That may be disallowed because it may be seen as an authorized entry within an environment, not a breach. And so there's all kinds of complexities that come out of that. But we have to have a better way of communicating between our companies. >> So as Ken Xie, the CEO of Fortinet, talked about this morning in his key note. He was talking about the evolution of security, going from the perimeter to web, and web 2.0, cloud, and now we're moving towards 2020 in this time of needing to have resilience and automation. And it's also an interesting time as we get towards 2020, and that's not that far away. You know this is 2017, if you can believe that. The proliferation of mobile and IOT and tablet, I mean there's suspected to be about 20 billion IOT devices connected in 2020, and only about a billion PCs. As you see that proliferation, and you look at the future from an endpoint perspective, how has the game changed today, and how do you expect the game for endpoint security to change in the next few years as we get to 2020? >> I mean it's interesting, because I remember the days when I was first installing the firewall, the only one in my enterprise, and working through that, that kind of perimeter and barrier concept. And now that barrier's disappeared. So we see a lot of things moving to cloud. And I think that really is the key enabler. What Fortinet is doing with the structure, they're really targeting for a cloud controller, cloud protection, we're seeing it from a lot of vendors. There's a lot of focus on that right now. Because if I have a mobile device, I may not be able to attach the mobile itself, because of the operating system or restrictions from the provider like IOS has in it. But I can control the application, I can tie into that. And if I tie that back to my corporate environment, so the same policies are being applied, and I can apply that down to my endpoint to make sure that at least from an application perspective, what's running on my laptop is the same control segment running on my application in the cloud. I now have a better control of the entire environment. And I think that's where our first step is. There's going to be a lot of advances I believe really in the next 10 years, five years or less for 2020, that really bring about some unique things concerning to mobile and IOT. >> Can you share with us a little bit more exactly how your technologies integrate with Fortinet's technologies, especially kind of looking at the announcements today? What they're doing with FortiGate, the announcements with the operating system? >> Absolutely. So today from an endpoint perspective, anytime we see a binary that comes on from our CB protection product, we'll send that to FortiSandbox. First we'll quarry it, find out whether or not they've seen it before. If they haven't, we'll send it to them, and they can do a detonation. Obviously we're taking the results of that back and we're making a block determination on that. Obviously those are things that we haven't already seen before. So different protection modes, different protection policies are in place. But if I haven't seen that particular binary, something brand new, it could be malicious, it could be a zero day. I can play that against the FortiSandbox and find out whether or not it actually does have that malicious nature to it and then act upon it. >> I've always though of endpoint security, and tell me if I'm right, as the first line of defense. >> It is. We've always thought of the firewall as the first line, because we think outward in. But really it is inward out, because you use your laptops at home, right? So it is the first place that everything always starts. >> So it's the first line of defense, to my perspective, and increasingly as businesses deliver, provide, or their services are in fact based on data, that that notion of the first line of defense creates new new responsibilities for both customers as well as vendors, as well as sellers. So over the next few years, how is that notion of the first line of defense going to change? Are we going to see customers start thinking about this, and whether or not I'm a good customer? How do we anticipate kind of some of the social changes that are going to be made possible by evolution of endpoint security and how it will make new demands on endpoint security? >> It's going to start with more visibility. I don't mean that in a very broad sense. But today we have antivirus solutions that we're really targeted about, just simply binary yes or no. Do I allow something to execute or not? And that worked very well 10 15 years ago. Increasingly over time we know that it really hasn't, because advanced attacks have come around. So now we're applying more visibility to that endpoint, saying what actually is occurring, and how are those processes working together? If I see something operate from an email file, I click on it, something else happens, now all of a sudden there's code executing. That sequence of events or that stream becomes very very important for the visibility standpoint. Our project CB defense takes that streaming prevention. We say what is the risk factor scoring that we've applied to this, and how does that sum together not only blocking good and bad, but now I'm getting to actions. So now that I'm paying more attention, that rolls into what are users doing? What are they actually doing on the endpoints, and how does that policy dictate? I think for so long we've said that we can't approach endpoints because we can't control them, and that's the CEO's device or whatever it is. We're really changing that methodology. I think mindset wise people are okay with I need more controls on the endpoint, I need more capabilities. That's going to start transitioning to having conversations about well how do you control your endpoints? And suddenly there's more of a focus, besides just saying do you have something installed to block stuff? That conversation got really short, because it just doesn't work today. So I'm not saying do I have Carbon Black installed or anything else installed, it's what am I doing, what policy am I applying there, and then how does that match up to my business partners? >> I've made commitments to this customer, this customer's made commitments to me. Are those commitments being fulfilled, and is someone trying to step beyond those commitments to do something bad? >> I never want to be the source of an attack to my partner. (laughing) That would be the worst. >> And well there are some very high profile cases where an HVAC company for example suddenly discovered that they were a security risk to some very very big companies. It wasn't supposed to happen that way. >> And to your point before, it was an HVAC company. Nobody thought about HVAC being a targeted industry. >> A critical infrastructure, right, right. >> Exactly, it doesn't matter. People are after the data. They're after what's on the endpoint, and that's why we need to protect the endpoints as the first step. But obviously combining that with a bigger motion, because it's not all endpoint. There has to be a network barrier. You have to have other things involved. There's cloud now and were transitioning to Quickway, and that's where partnerships are going to be formed. I really believe that you're going to see more and more partnerships over time with this collective nature of leveraging Fortinet calls it the intent-based networking, right? So intent-based, what is the intent behind it? What is the attacker really trying to do? And I love that and that concept, because it really does match up well with us. >> Well but as security practices and technologies improve in one area, security practices and technologies have to improve in all areas. Otherwise one part of that security infrastructure becomes the point that everybody's using for the attack. >> A vulnerability, right. >> Yeah, it's a vulnerability. My point is a lot of people are now starting to think, oh endpoint security, that's not that, this. No, that too has to evolve. And it's going to create value, and it has to, in context, it has to evolve in the context of the broader class of attacks and the things that people are trying to do with their data in digital business. >> Absolutely. I think that a lot of customers have realized that they're making that a part of their overall security planning. You know for three years our what am I going to do, and where do I stand at today? And obviously there's existing license cycles and things like that on the network side as well. But I think a lot of customers are starting to formulate a whole plan about how do I look at my entire infrastructure? Forget what I have. Let me say I want to have certain protections in place. First off, do I have them? And if not can I plug something in that actually still will seamlessly integrate? And that's a really important point for a lot of our customer base. >> And speaking on kind of giving you the last word Jim, you both talked about evolution here. As we look at where Carbon Black is today, you were just named by Forrester as the market leader for endpoint security, fantastic. Looking at that going into 2017 as we're in January 2017, the announcements from Fortinet today. What most excites you about this continued technology partnership? >> Continued with Fortinet? >> With Fortinet, yes. >> Okay, I thought you were talking over all, it's good. Honestly it's something as simple as their approach to the APIs. I mean it sounds silly, but at the end of the day, if their approach is really to leverage and to work with other partners, and that's what ours has been for a long time. So we're not saying it just has to be our product, it just has to be our solutions. They're saying whatever the customer is already invested in, we're going to make it better. And that's a strong message we've had for a long time as well. I don't care what you've put in for a firewall necessarily. But I do want to be able to integrate with that, because the customer needs that. It's not me being very selfish so to speak. Customers are demanding that they have a simpler solution to manage. And it's that simplistic way, that's where we're headed from and endpoint perspective, of having a solution that actually takes in everything from the environment and really makes it a common view, for the instant responder and the personnel. >> And it's all essential for digital business transformation which is as we've been talking about Peter is the crux of that is data and that. Well Jim Rein from Carbon Black, thank you so much for joining us on the Cube today. And on behalf of Peter Burris and myself Lisa Martin, we thank you so much for watching the Cube, and we're going to be right back.
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brought to you by Fortinet. and we are with Fortinet Great to be here. and 30 of the Fortune And one of the key things about that is in the context of what its supposed and then they need to capitalize on that, but the day of everyone getting issued Which are the endpoints that we issue. One of the things I'm curious about, that does protect the So the ability to have more to a customer or partner, that they're supposed to be working. does that allow my insurance to I mean there's suspected to be about and I can apply that down to I can play that against the FortiSandbox the first line of defense. So it is the first place that how is that notion of the first and that's the CEO's those commitments to do something bad? of an attack to my partner. to some very very big companies. And to your point before, A critical And I love that and that concept, becomes the point that And it's going to create value, the network side as well. the announcements from Fortinet today. and the personnel. the crux of that is data and that.
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Jeffrey Davis, Deloitte Consulting | Oracle OpenWorld 2015
>>live from San Francisco, extracting the signal from the noise. It's the cues covering Oracle OpenWorld 2015. Brought to you by Oracle. How your hosts, John Courier and Jeff Rick Wait, >>We are here. Live in Howard's treated oracle. OpenWorld for Silicon Angles, The Cube Exclusive coverage Star flagship program. We go out to the events extract the cinnamon noise. I'm John Kerry, the founder of Silicon, and Brian gracefully lead analyst on all the cloud and all the infrastructure stuff going on here. Next guess is Jeffrey Davis, Principal Gore, Oracle, global leader for Deloitte and Touche. Legend in the industry. I've been covering Oracle for a long time. Good to see you, John Bryan allegedly knew she had to get that in there. Love that. You know you guys are. The service's angle has been something that the service's business is. It's been changing radically. Now more than ever with clouds. I really want to get your take because you are an executive looking at this transformation of cloud. But the Lloyd across all the Oracle customer base, your party with customers. So you're the front lines. I gotta ask you straight up. What is the number one thing customers are looking at right now that you partner with four Cloud to figure it out. Is it a migration? All the above, And what do you think about that? So when customers are evaluating the cloud or our clients are looking at the club, you really focus on three things. One is agility. Thea other one is time and the other one is valued. So how quickly can we adopt to the changing environment? How quickly can we leverage technologies like clouds in order to be able to respond to our customers, to adapt to the changing needs of our employees, to embrace our business strategy in a new and innovative way? So I said legend, you know, talk about the eighties for women on camera. That's important point I want to bring up. Is that Is that the old way? Big growth of client server was around software middleware right year BC around you name it that created huge consultancies like Lloyd, you participated in that create a lot of wealth creation for the customers, create value, right, but their cycles were long in the deal. That'll be about 12 13 years now, months and almost a year or two, there were all these big deployments. Now the cloud is accelerating when you compare and contrast time of then share. And now with the cloud Just how much the deployments change the software, the organizations, How you guys operate a new way to do that job well, and we're all responding to the market, right? While responding to customers needs Cloud didn't come about because of technology in it of itself. But we're really all in this ecosystem responding to our customers must customers a really demanding from us is there demanding agility and speed. As I said before, if you take a look at the way we used to do things, basically you had a a large capital investment on the part of the customers. They went, they bought the software, they bought the hardware, they had to hire the expertise of an advantage, mail the eggs, and you're looking at a transformation for them that could take anywhere from 12 to 24 months or longer before they would get time to value. And, you know, these projects didn't go as planned. No, that's this is Yeah, I know the change orders came in paid more cash on DSO. We all got a really bad reputation because of the high costs in a long time to value and even if value was ever realized in some cases, now we take a look at the environment and what the cloud enables us to do is move in a much faster pace. Way used to have what we call a waterfall approach to design and implementation went into a big room and you talked about the world and I never ran that way. And then you put it into the system and then people never really embraced it, because when it came out, it didn't look like anything they thought they were gonna get. This is completely different with cloud. Now you can take an agile approach. Now you can sit and listen to the customer demands very quickly respond to what they think they need, where they really generate value. And then you can focus on those things and very quickly there, in a design session with you And at the end of the day, >>changed management is much easier because they've been a part of the process and also, you know, looking at 90 days sprints. You're looking at things that are done. You know, in >>six months, six months, time to value that can give you compress a competitive advantage. You know, that could help you retain Maur employees or customers. So it's really some timetable. Met Lavery s V p of the Cloud Gru. Gru Integration was saying they were doing provisioning on in 24 minutes. Multiple deployments like like nobody's business. What has them in the timetable that you're seeing for some of these times of value, horizons means hurdles. These milestones said days, weeks, months, hours, minutes. I mean, when you go to a customer base where their expectations of what you guys deliver, there's some insight there. Some of it depends on the environment. So remember they're still clients. We have local customers that are in a highly regulated industry or have a very complex prisons process. Those are gonna take a longer there is they're gonna take in. Technology is not necessarily on the critical path. But when you look at those other areas that frankly, you don't differentiate yourself very much or speed with a solution concave you a competitive advantage. You know, you're looking at a client expectations of anywhere from 90 days, you know, to six months, you know, manager here, very manager, but aggressive. Visa VI the old way. Well, certainly, And the other piece that we're not really talking about is, you know, it's not enough for us to put the technology out there. It's also got to be used and adopted. You know, when you had those large transformations. It's very hard for an organization to absorb all of that change. Now we're looking at the fine entry point that you could get with clouds with that fine entry point. Now we can sub select areas with greatest impact, but we're not changing the entire organization. >>Mark Hurd has the C I. O. G. On this morning and one of the comments that he made. I've heard this a number of times over the last 12 18 months. He essentially said, I have a ton of undifferentiated applications now. They're things that that Oracle thinks are fantastic. HCM and C. R. M and Air P. But in essence, everybody has those. Every business has those very undifferentiated, but they're complicated. What? You Seymour, you see more people saying you know what take those. Help me migrate those into SAS applications, you know, save costs. Where do you see more saying, You know what? Give me the other 20%. The ones that drive business differentiation, ones that are new cloud native applications. What do you see in your mix? What's pushing your customers >>to push you? You know, it depends on the geography, and it depends on the industry and some other things. If you want to talk about North America, which tends to be one of the largest markets in the world, if not the largest market in the world, when you're looking in North America, really people have gone through a lot of the major ear piece. Remember the earlier conversation? You know, they have suffered through tens of millions, hundreds of millions of dollars, and their boards were not satisfied that they got the results of the expected. Now, when you take a look at what's happening, you know, people are now being much more strategic in their investments, much more prescriptive there. Look how they spent exactly, because now the boards have different expectations. They've already gone and spent all that money on technology. They can't go back to the board. Can't say we need to redo this. What they do are willing to fund is you want to get into a new business. If you want to spin something off, you need to stand it up right away. If a customer you know, provide you a new opportunity, you want to shift to that new opportunity. Really? Well, technology is the basis of a lot of this transformation. So Cloud provides that opportunity and it's modest investment with really quick, high value. It's a great point >>you look at I t In the past decades prior to this evolution, we're seeing the cloud consolidate, consolidate, consolidate, right? I don't know the well again. I just went to the well, apparently running, you know, whatever the model was there. But now they're under a lot of pressure to drive top line revenue. Absolute. Now, the top line revenue equations, a completely different mindset. You have to go out and oh, cut the market. You gotta use a shadow I t or your authorized go out. Do legitimate stand up new platforms are Can you give me an example of that? We're seeing more of that now. A clear Mandate. Cee Io's Go take a New Hill or let's consolidate these apt and reposition for this new use case, which is not. That's experiment, but it's certainly a new market opportunity, and they gotta do their due diligence, so it's almost unparalleled. Due diligence kills your waterfall. That's one doesn't talk about that dynamic. Where examples you give go. Take that new top line revenue driver. So you know that there are customers that are looking at new partnerships in the marketplace, and those new partnerships have dynamic new business models. You know, it's not like opening up another hamburger stand. You know, they're not necessarily expanding into our core business. They're really looking at ways to amplify growth. If you're gonna take that as a strategic position, then you know customer or client of ours would focus on, you know, let's take this innovation the market. We don't want to invest a lot in it, waste a lot of time and lose the competitive advantage. Let's >>get to market first. Let's provide a new product or service to the market where we can move very quickly, and then the >>net result is we can see the benefits right away. And if it isn't way, haven't sunk a lot of time and money and something that's not necessarily gonna have the same values. We just had Shawn Price on. And I'm gonna ask this because it's a lemon that you're in because you're part of the customer right here, the strategic partner of the customer. So that idea top line revenue growth could come from a partner. When I see How do you work in that? Quick, You're cool to work with my Aunt VI's. Bring that into the table. You're absolutely so this market is changing. You know, Cloud clearly changes everything and much more so than some of the things we've seen in the past. And so now we need to position ourselves differently now for the Deloitte Business Model way. We're really in a specialized business of focusing highly on value and value creation. We weren't necessarily in other areas and we have different partnerships now. Those partnerships are shifting. Oracle provides us a complete platform. You know, we don't >>have to really get involved in a lot of the aspects of the platform that, frankly, we're in our core competency and frankly, weren't our clients what >>you talked about that customer interaction? What do you have to do to change what we've seen? Different size, trying different approaches? We've seen some that are partnering with cloud Provider, but they want to be their own flat for acquiring them. What changes in terms of the skills you have to hire the way you expect that interaction toe happen between you and customer. Because to a certain extent, like for developers, developers love self service. They do. You know, they they are shadow I because they're driving What changes in your world for that? >>So this is really kind of an interesting question. Very early on, when Oracle made cloud product available >>in HCM, we saw an opportunity. Our clients had the demand because they wanted to create a more sticky environment from customers. What better >>way than providing them better products in the HCM space? We made major investments there. Now we're a leader in HCM, and if I look back over that experience, what do we do differently? First of all, we had to change our mindset. You know, it's not enough just to say the cloud, but you gotta live the cloud because it truly is more agile. It truly is faster. You can take your old methods and tools and approaches all the things that worked for you before. A lot of them don't work anymore. There's some but some really good winds here, especially in the change management side. Also, you know, we'd have clients that had to kind of do it yourself brain surgery that have to order their own hardware that have provisional themselves. You know, that became a real mess. Now we're looking at something that's a lot different. We're not in that business anymore. You know, we do support on Prem where our clients think it's important and strategic course. But now we've got a new, agile methodology. Now we've trained our workforce. We've got 14,500 professionals around the world. We've had to move that group, and Oracle really helped us do that. They've been very collaborative in sharing I p and sharing methods and tools with us so we can make that adjustment. Not only have we had to change that when you think about our other methodologies, all of our other methodology to create value to change management, they were all thoroughly integrated. We've had to rethink those, but it's been a great story because we could go to the client. We can say we can get you there faster because where technology was a barrier world, >>it was on the critical path. We're now changing that. And by the way, this technology is not your old technology. It's much better. It's much more robust. How >>do you you know, obviously we're here It at an oracle OpenWorld. It could be called Oracle Cloud >>World if we really wanted to. I mean, >>it's a lot of it is the red stack. A lot of it is one cloud. How do you manage that against customers saying, Well, look, there's other options as well. I wanna have the ability to leverage this cloud for something. Oracles cloud for certain things. How do you do? You find your customers want multiple clouds or one cloud is good enough? >>Well, we're all teaching right? We're all teaching the world about God because you know there's still people that look at it in a variety of different ways. I think it's an excellent question, so let's think about this. >>Do you want to be your own systems integrator for your smartphone. You want to go by an operating system? Do you want to go buy a separate peace of heart? Where do you >>want to decide what APS fit? What don't. And do you want to actually try to get those abs together? I don't think we want to do that anymore. And I try to use that as an example for my clients. Tell them. Look, let's not be your own systems integrator. You is a iittie executive. You could be an officer toe, help the organization get to their business goals. You know, you're not in another yourself a business objective, but you could be an agent for change. I try to educate them so they can help their colleagues explain cloud, take the fear out and then show the art of the possible. What about the security model? I mean, I wouldn't get your take on you little bit biased because your manager Oracle really? But what would be global, critical or complementary events? How you feel about it? But the intense security message is really a game changer in my mind. Follows on incredible theory. Incredible application. Certainly the product's gonna be ready soon. If it works, it's like a car that does the key turnover. It's like it's all good on paper. Certainly a game changer. Security outside number One thing you're hearing Get some color to that because, you know, if that plays out, if you believe that end N security on the chips and software Silicon plays out the way they say it would, that's gonna change the game. For sure. It is. So none of us and you can go through a week without hearing about a major security breach. When you think about this, you step back and think about the potential here. Our stuff is starting to talkto our stuff. But our stuff isn't unless it's based on. Oracle isn't all thoroughly integrated, so somebody can break into our stuff and they can get access to our lives and they can change our lives. That's hugely powerful. So we are very concerned about security, and Lloyd is one of the largest organizations. In fact, we have a cyber practice that looks at both Proactiv reactive aspects of security. Here's the big concern we have as all this stuff starts, get interconnected. The Internet of things, security becomes a major issue. We need more breakthroughs and security. And I think oracles on the vanguard certainly as we get into what we call a hyper hybrid cloud on Prem on Cloud. Some of that's gonna be a great emotion is no. Perimeter is nothing either. Protect is the Wild West total while and, you know, despite what you believe, boards and people are not reacting fast enough to security threats. And that's why you're seeing these breaches into my knowledge. I don't think anybody has been breached with Orgel security in place. But that said, you have to be really, But still, they probably would get out. There's not that they're hiding it, but the point is, you need to be united engine system. It's hard to do that in a open source world, right? So you have a horizontally scaled open source phenomenon, and it's growing our market and a vertically integrated product requirement. You believe I want Indian security, then you gonna go vertically integrated. You do purpose built. But if you want scale a 1,000,000,000 large scale a k a cloud, you want horizontally scalable. How do you reconcile that with your customers? Well, you know so again. It's difficult for them because unless you've had a security threat, it's very difficult to really get them to take the initiative. You know, the more that we can build security in, the more that it's covered in the Red Sea. More that we get a comprehensive end to end product. I think it allows us to help the client realize you know the risk and help them. The old Fowler said. In The Cube they had they had this done in 2005. Finally took a bunch of security breaches to get people's attention to your point. It's on everyone's agenda. Number one right it is. And yet you know how much is enough? Well, we find the people are too reactive and not not proactive enough. >>What's the What's the temperature of your customers right now? I mean, you know, Tesla's out, they're disrupting Uber's out. Their Airbnb are they? Are they sort of defensive and paranoid? You know that Andy Grove, always trying to be aggressive with a saying No, no, no, no. I'm not letting these little guys into my market. I'm gonna go be aggressive and try and push back what a general feeling. There's a lot of interesting startup disruption going on really changing industry. >>There is, and you know, there's so many sort of partnerships and alliances, mergers and new innovations. You know, right now, clients are very uncomfortable. Just the transition from on Prem to Cloud is a major change in our clients have been the expert for technology for decades for their organization. They are having trouble keeping up with all of it. It can be disruptive. They're looking at what's unique in their industry. You know what is regulation driving? You know what is innovation driving in their industry? But, you know, they're always on the learning curve. They're always trying to figure out if we want to get your final thought wrapping up here to get your take for the folks that are watching here on camera that couldn't make it here were beloved world. What is this show about it? We've been here six years. You've seen that transformation. About four years ago, Larry looked like a deer in the headlights, almost stuck in his tracks and smoke coming out of his ears like he felt that the scene felt like a pivotal moment couple years ago. And then since then, just been every year. Oracle just gets more and more energy, just like dominated that march of the crowd. Almost like four years ago. Like we're gonna win that. What's your vibe? You see that same thing here and shared some color on the take is over the years, and we've been doing this a lot in various forms Over the years. There's been the promise of riel innovation. There's been the promise, real change in the industry. We saw sort of incremental change. We really see increments. Exponential change now and now. The promises fulfilled. We have real product. We're taking the market. We're doing interesting product, right? Israel product. It's very riel, and we have work to be done. But yeah, really studies and customers? Well, it's an evolution. But this is really sort of an epiphany at the moment, because we've never had, >>you know, full sweets of product in the marketplace. Not right now. I don't know that there are any other large you know. Air Pia options in the clouds away there is for Oracle and look at the host of service is that have been announced over the last year. >>This this particular show for us, you know, really isn't accelerating. All these products and service is in the cloud that are now available. They give us a lot of different options that we never had. A great quote. Put that on a cube. Jim. Thanks for joining Us. Way are here live in San Francisco's Howard Street for the Cube Special. Exclusive coverage of Oracle OpenWorld Q. Be right back with more of this short break. Thanks for watching.
SUMMARY :
Brought to you by Oracle. What is the number one thing customers are looking at right now that you partner with four you know, looking at 90 days sprints. You know, that could help you retain Maur employees or customers. You Seymour, you see more people saying you know what take those. You know, it depends on the geography, then you know customer or client of ours would focus on, you know, Let's provide a new product or service to the market where we can move very quickly, Bring that into the table. What changes in terms of the skills you have to hire the way you expect So this is really kind of an interesting question. Our clients had the demand because they wanted to create a more sticky environment Not only have we had to change that when you think about our other And by the way, this technology is not your do you you know, obviously we're here It at an oracle OpenWorld. World if we really wanted to. How do you manage that against customers you know there's still people that look at it in a variety of different ways. Do you want to be your own systems integrator for your smartphone. the client realize you know the risk and help them. I mean, you know, Tesla's out, they're disrupting Uber's Oracle just gets more and more energy, just like dominated that march of the crowd. you know, full sweets of product in the marketplace. This this particular show for us, you know, really isn't accelerating.
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