(ambient music) >> Good morning, everyone. Lisa Martin with theCUBE, live at the eighth Annual Women in Data Science Conference. This is one of my absolute favorite events of the year. We engage with tons of great inspirational speakers, men and women, and what's happening with WiDS is a global movement. I've got two fabulous co-hosts with me today that you're going to be hearing and meeting. Please welcome Tracy Zhang and Hannah Freitag, who are both from the sata journalism program, master's program, at Stanford. So great to have you guys. >> So excited to be here. >> So data journalism's so interesting. Tracy, tell us a little bit about you, what you're interested in, and then Hannah we'll have you do the same thing. >> Yeah >> Yeah, definitely. I definitely think data journalism is very interesting, and in fact, I think, what is data journalism? Is definitely one of the big questions that we ask during the span of one year, which is the length of our program. And yeah, like you said, I'm in this data journalism master program, and I think coming in I just wanted to pivot from my undergrad studies, which is more like a traditional journalism, into data. We're finding stories through data, so that's why I'm also very excited about meeting these speakers for today because they're all, they have different backgrounds, but they all ended up in data science. So I think they'll be very inspirational and I can't wait to talk to them. >> Data in stories, I love that. Hannah, tell us a little bit about you. >> Yeah, so before coming to Stanford, I was a research assistant at Humboldt University in Berlin, so I was in political science research. And I love to work with data sets and data, but I figured that, for me, I don't want this story to end up in a research paper, which is only very limited in terms of the audience. And I figured, okay, data journalism is the perfect way to tell stories and use data to illustrate anecdotes, but to make it comprehensive and accessible for a broader audience. So then I found this program at Stanford and I was like, okay, that's the perfect transition from political science to journalism, and to use data to tell data-driven stories. So I'm excited to be in this program, I'm excited for the conference today and to hear from these amazing women who work in data science. >> You both brought up great points, and we were chatting earlier that there's a lot of diversity in background. >> Tracy: Definitely. >> Not everyone was in STEM as a young kid or studied computer science. Maybe some are engineering, maybe some are are philosophy or economic, it's so interesting. And what I find year after year at WiDS is it brings in so much thought diversity. And that's what being data-driven really demands. It demands that unbiased approach, that diverse, a spectrum of diverse perspectives, and we definitely get that at WiDS. There's about 350 people in person here, but as I mentioned in the opening, hundreds of thousands will engage throughout the year, tens of thousands probably today at local events going on across the globe. And it just underscores the importance of every organization, whether it's a bank or a grocer, has to be data-driven. We have that expectation as consumers in our consumer lives, and even in our business lives, that I'm going to engage with a business, whatever it is, and they're going to know about me, they're going to deliver me a personalized experience that's relevant to me and my history. And all that is powered by data science, which is I think it's fascinating. >> Yeah, and the great way is if you combine data with people. Because after all, large data sets, they oftentimes consist of stories or data that affects people. And to find these stories or advanced research in whatever fields, maybe in the financial business, or in health, as you mentioned, the variety of fields, it's very powerful, powerful tool to use. >> It's a very power, oh, go ahead Tracy. >> No, definitely. I just wanted to build off of that. It's important to put a face on data. So a dataset without a name is just some numbers, but if there's a story, then I think it means something too. And I think Margot was talking about how data science is about knowing or understanding the past, I think that's very interesting. That's a method for us to know who we are. >> Definitely. There's so many opportunities. I wanted to share some of the statistics from AnitaB.org that I was just looking at from 2022. We always talk at events like WiDS, and some of the other women in tech things, theCUBE is very much pro-women in tech, and has been for a very long, since the beginning of theCUBE. But we've seen the numbers of women technologists historically well below 25%, and we see attrition rates are high. And so we often talk about, well, what can we do? And part of that is raising the awareness. And that's one of the great things about WiDS, especially WiDS happening on International Women's Day, today, March 8th, and around event- >> Tracy: A big holiday. >> Exactly. But one of the nice things I was looking at, the AnitaB.org research, is that representation of tech women is on the rise, still below pre-pandemic levels, but it's actually nearly 27% of women in technical roles. And that's an increase, slow increase, but the needle is moving. We're seeing much more gender diversity across a lot of career levels, which is exciting. But some of the challenges remain. I mean, the representation of women technologists is growing, except at the intern level. And I thought that was really poignant. We need to be opening up that pipeline and going younger. And you'll hear a lot of those conversations today about, what are we doing to reach girls in grade school, 10 year olds, 12 year olds, those in high school? How do we help foster them through their undergrad studies- >> And excite them about science and all these fields, for sure. >> What do you think, Hannah, on that note, and I'll ask you the same question, what do you think can be done? The theme of this year's International Women's Day is Embrace Equity. What do you think can be done on that intern problem to help really dial up the volume on getting those younger kids interested, one, earlier, and two, helping them stay interested? >> Yeah. Yeah, that's a great question. I think it's important to start early, as you said, in school. Back in the day when I went to high school, we had this one day per year where we could explore as girls, explore a STEM job and go into the job for one day and see how it's like to work in a, I dunno, in IT or in data science, so that's a great first step. But as you mentioned, it's important to keep girls and women excited about this field and make them actually pursue this path. So I think conferences or networking is very powerful. Also these days with social media and technology, we have more ability and greater ways to connect. And I think we should even empower ourselves even more to pursue this path if we're interested in data science, and not be like, okay, maybe it's not for me, or maybe as a woman I have less chances. So I think it's very important to connect with other women, and this is what WiDS is great about. >> WiDS is so fantastic for that network effect, as you talked about. It's always such, as I was telling you about before we went live, I've covered five or six WiDS for theCUBE, and it's always such a day of positivity, it's a day of of inclusivity, which is exactly what Embrace Equity is really kind of about. Tracy, talk a little bit about some of the things that you see that will help with that hashtag Embrace Equity kind of pulling it, not just to tech. Because we're talking and we saw Meta was a keynote who's going to come to talk with Hannah and me in a little bit, we see Total Energies on the program today, we see Microsoft, Intuit, Boeing Air Company. What are some of the things you think that can be done to help inspire, say, little Tracy back in the day to become interested in STEM or in technology or in data? What do you think companies can and should be doing to dial up the volume for those youngsters? >> Yeah, 'cause I think somebody was talking about, one of the keynote speakers was talking about how there is a notion that girls just can't be data scientists. girls just can't do science. And I think representation definitely matters. If three year old me see on TV that all the scientists are women, I think I would definitely have the notion that, oh, this might be a career choice for me and I can definitely also be a scientist if I want. So yeah, I think representation definitely matters and that's why conference like this will just show us how these women are great in their fields. They're great data scientists that are bringing great insight to the company and even to the social good as well. So yeah, I think that's very important just to make women feel seen in this data science field and to listen to the great woman who's doing amazing work. >> Absolutely. There's a saying, you can't be what you can't see. >> Exactly. >> And I like to say, I like to flip it on its head, 'cause we can talk about some of the negatives, but there's a lot of positives and I want to share some of those in a minute, is that we need to be, that visibility that you talked about, the awareness that you talked about, it needs to be there but it needs to be sustained and maintained. And an organization like WiDS and some of the other women in tech events that happen around the valley here and globally, are all aimed at raising the profile of these women so that the younger, really, all generations can see what they can be. We all, the funny thing is, we all have this expectation whether we're transacting on Uber ride or we are on Netflix or we're buying something on Amazon, we can get it like that. They're going to know who I am, they're going to know what I want, they're going to want to know what I just bought or what I just watched. Don't serve me up something that I've already done that. >> Hannah: Yeah. >> Tracy: Yeah. >> So that expectation that everyone has is all about data, though we don't necessarily think about it like that. >> Hannah: Exactly. >> Tracy: Exactly. >> But it's all about the data that, the past data, the data science, as well as the realtime data because we want to have these experiences that are fresh, in the moment, and super relevant. So whether women recognize it or not, they're data driven too. Whether or not you're in data science, we're all driven by data and we have these expectations that every business is going to meet it. >> Exactly. >> Yeah. And circling back to young women, I think it's crucial and important to have role models. As you said, if you see someone and you're younger and you're like, oh I want to be like her. I want to follow this path, and have inspiration and a role model, someone you look up to and be like, okay, this is possible if I study the math part or do the physics, and you kind of have a goal and a vision in mind, I think that's really important to drive you. >> Having those mentors and sponsors, something that's interesting is, I always, everyone knows what a mentor is, somebody that you look up to, that can guide you, that you admire. I didn't learn what a sponsor was until a Women in Tech event a few years ago that we did on theCUBE. And I was kind of, my eyes were open but I didn't understand the difference between a mentor and a sponsor. And then it got me thinking, who are my sponsors? And I started going through LinkedIn, oh, he's a sponsor, she's a sponsor, people that help really propel you forward, your recommenders, your champions, and it's so important at every level to build that network. And we have, to your point, Hannah, there's so much potential here for data drivenness across the globe, and there's so much potential for women. One of the things I also learned recently , and I wanted to share this with you 'cause I'm not sure if you know this, ChatGPT, exploding, I was on it yesterday looking at- >> Everyone talking about it. >> What's hot in data science? And it was kind of like, and I actually asked it, what was hot in data science in 2023? And it told me that it didn't know anything prior to 2021. >> Tracy: Yes. >> Hannah: Yeah. >> So I said, Oh, I'm so sorry. But everyone's talking about ChatGPT, it is the most advanced AI chatbot ever released to the masses, it's on fire. They're likening it to the launch of the iPhone, 100 million-plus users. But did you know that the CTO of ChatGPT is a woman? >> Tracy: I did not know, but I learned that. >> I learned that a couple days ago, Mira Murati, and of course- >> I love it. >> She's been, I saw this great profile piece on her on Fast Company, but of course everything that we're hearing about with respect to ChatGPT, a lot on the CEO. But I thought we need to help dial up the profile of the CTO because she's only 35, yet she is at the helm of one of the most groundbreaking things in our lifetime we'll probably ever see. Isn't that cool? >> That is, yeah, I completely had no idea. >> I didn't either. I saw it on LinkedIn over the weekend and I thought, I have to talk about that because it's so important when we talk about some of the trends, other trends from AnitaB.org, I talked about some of those positive trends. Overall hiring has rebounded in '22 compared to pre-pandemic levels. And we see also 51% more women being hired in '22 than '21. So the data, it's all about data, is showing us things are progressing quite slowly. But one of the biggest challenges that's still persistent is attrition. So we were talking about, Hannah, what would your advice be? How would you help a woman stay in tech? We saw that attrition last year in '22 according to AnitaB.org, more than doubled. So we're seeing women getting into the field and dropping out for various reasons. And so that's still an extent concern that we have. What do you think would motivate you to stick around if you were in a technical role? Same question for you in a minute. >> Right, you were talking about how we see an increase especially in the intern level for women. And I think if, I don't know, this is a great for a start point for pushing the momentum to start growth, pushing the needle rightwards. But I think if we can see more increase in the upper level, the women representation in the upper level too, maybe that's definitely a big goal and something we should work towards to. >> Lisa: Absolutely. >> But if there's more representation up in the CTO position, like in the managing level, I think that will definitely be a great factor to keep women in data science. >> I was looking at some trends, sorry, Hannah, forgetting what this source was, so forgive me, that was showing that there was a trend in the last few years, I think it was Fast Company, of more women in executive positions, specifically chief operating officer positions. What that hasn't translated to, what they thought it might translate to, is more women going from COO to CEO and we're not seeing that. We think of, if you ask, name a female executive that you'd recognize, everyone would probably say Sheryl Sandberg. But I was shocked to learn the other day at a Women in Tech event I was doing, that there was a survey done by this organization that showed that 78% of people couldn't identify. So to your point, we need more of them in that visible role, in the executive suite. >> Tracy: Exactly. >> And there's data that show that companies that have women, companies across industries that have women in leadership positions, executive positions I should say, are actually more profitable. So it's kind of like, duh, the data is there, it's telling you this. >> Hannah: Exactly. >> Right? >> And I think also a very important point is work culture and the work environment. And as a woman, maybe if you enter and you work two or three years, and then you have to oftentimes choose, okay, do I want family or do I want my job? And I think that's one of the major tasks that companies face to make it possible for women to combine being a mother and being a great data scientist or an executive or CEO. And I think there's still a lot to be done in this regard to make it possible for women to not have to choose for one thing or the other. And I think that's also a reason why we might see more women at the entry level, but not long-term. Because they are punished if they take a couple years off if they want to have kids. >> I think that's a question we need to ask to men too. >> Absolutely. >> How to balance work and life. 'Cause we never ask that. We just ask the woman. >> No, they just get it done, probably because there's a woman on the other end whose making it happen. >> Exactly. So yeah, another thing to think about, another thing to work towards too. >> Yeah, it's a good point you're raising that we have this conversation together and not exclusively only women, but we all have to come together and talk about how we can design companies in a way that it works for everyone. >> Yeah, and no slight to men at all. A lot of my mentors and sponsors are men. They're just people that I greatly admire who saw raw potential in me 15, 18 years ago, and just added a little water to this little weed and it started to grow. In fact, theCUBE- >> Tracy: And look at you now. >> Look at me now. And theCUBE, the guys Dave Vellante and John Furrier are two of those people that are sponsors of mine. But it needs to be diverse. It needs to be diverse and gender, it needs to include non-binary people, anybody, shouldn't matter. We should be able to collectively work together to solve big problems. Like the propaganda problem that was being discussed in the keynote this morning with respect to China, or climate change. Climate change is a huge challenge. Here, we are in California, we're getting an atmospheric river tomorrow. And Californians and rain, we're not so friendly. But we know that there's massive changes going on in the climate. Data science can help really unlock a lot of the challenges and solve some of the problems and help us understand better. So there's so much real-world implication potential that being data-driven can really lead to. And I love the fact that you guys are studying data journalism. You'll have to help me understand that even more. But we're going to going to have great conversations today, I'm so excited to be co-hosting with both of you. You're going to be inspired, you're going to learn, they're going to learn from us as well. So let's just kind of think of this as a community of men, women, everything in between to really help inspire the current generations, the future generations. And to your point, let's help women feel confident to be able to stay and raise their hand for fast-tracking their careers. >> Exactly. >> What are you guys, last minute, what are you looking forward to most for today? >> Just meeting these great women, I can't wait. >> Yeah, learning from each other. Having this conversation about how we can make data science even more equitable and hear from the great ideas that all these women have. >> Excellent, girls, we're going to have a great day. We're so glad that you're here with us on theCUBE, live at Stanford University, Women in Data Science, the eighth annual conference. I'm Lisa Martin, my two co-hosts for the day, Tracy Zhang, Hannah Freitag, you're going to be seeing a lot of us, we appreciate. Stick around, our first guest joins Hannah and me in just a minute. (ambient music)

(upbeat music) >> Hey everyone, Lisa Martin here with you on theCUBE Live from Mobile World Congress '23 in Barcelona. We're having a great day at the show. We hope you are too. I've got two guests here with me next. We're going to be talking about telco's 5G, all that exciting stuff. Please welcome Jason Inskeep, the AVP 5G, and Private 5G Center of Excellence at AT&T Business. And Doug Lieberman is here as well. Senior Director, Global Solutions Co-Creation Services at Dell Technologies. Guys, it's great to have you on the show, live from the show floor, talk to me about what's going on, how are you? >> Hey, thanks for having us on. It's a great show, I'm happy to be back here this year and really looking forward to the conversations that are going on and really continuing these partnerships that Dell has with companies like AT&T to truly drive the realities and the benefits of 5G. >> Absolutely, Doug, talk to me a little bit. You have an interesting title, Director of Global Solutions Co-Creation Services at Dell. Tell me a little bit about your role, what you're responsible for, and then Jason we'll have you do the same. >> Yeah, thanks for bringing that up. So, I have a very interesting role and a very exciting role at Dell because we have a unique organization that I run globally whose job it is, is to work with telcos to co-create services for enterprise and jointly go to market with those. So that basically take the combined power of AT&T and Dell and bring that to enterprise customers and other telcos so that enterprises can realize the value of, and truly leverage and harness the capabilities of 5G for private mobility and Mac and IOT and connected devices. >> Jason, let's bring you into the conversation now. You have an interesting title as well. You're with the 5G Center of Excellence at AT&T. Talk a little bit about your role and that COE. >> Yeah, thanks for having me again as well. The role with my team at AT&T is we're on the cutting edge. We're sitting in between our customers and our product houses that are working with folks at Dell, really helping putting our products together in the space of 5G. A lot of open opportunities here, a lot of things changing really fast. So my teams are off as well as putting this stuff in customers production sites it's also taking and capturing that information, working with my internal partners, both on the technology side, on the product side, and partners like Dell who are coming in helping us enabling those products and services that we can take and scale out through the different opportunities that we're seeing in this space. >> Let's double click on that partner angle, Jason, will stay with you. The 5G revolution, it's here, we are all excited about it. There's so much potential that will come from that. Let's talk about the AT&T/Dell partnership. How are you guys working together to deliver 5G globally? Jason, we'll start with you and then Doug will go to you. >> Yeah, at the core of it, when we started looking at 5G and seeing the changes that were happening, one of the biggest changes is it became software defined. So, the way we could deploy the hardware with the software becomes a whole new conversation. And what we saw coming out of that is it's not going to be a single winner and loser to really execute the way it's necessary for the experiences of tomorrow. It has to be an ecosystem that comes together. Dell creates a great opportunity for us from the hardware perspective to move those services around, to scale those services ultimately to all kinds of site types up to cities right down to small offices. And those different form factors that they bring with the software and the network pieces that we're adding on top of it help to streamline the flows and processes and really gets to that next generation that we see happening, which is this converged architecture. This meeting of network and application, creating a whole new skillset along with products. So we're at the very top we've got Dell/AT&T, at a partner level, it gets at a granular level too. The users and the developers underneath are starting to change as well, so very interesting dichotomy happening right now. >> Right, Doug, what's through Dell's lens? Tell us a little bit about the partnership and how you're working together to deliver 5G and really unlock its potential globally. >> Yeah, thank you, I'd love to bonus off of what Jason was saying, for Dell, what we look at is through the lens of an enterprise. An enterprise needs to execute their business function, their outcome, their mission that they need to operate. And so therefore they have workloads that they need to run. And 5G is an enabler for that technology, and there's lots of other enablers but the key piece is how can they get their business work done better, faster, cheaper, more efficiently, more securely? And the combination of AT&T and Dell truly is a combination that brings in a partnership that brings together a full breadth of those capabilities, with understanding what those enterprise workloads are and how they work and how an enterprise would leverage these capabilities. And then bonus on top of that and merge together with that the capabilities of AT&T. And when you look at 5G, there's a lot of people that talk about 5G being the enterprise G. And a lot of that is because of things that Jason mentioned. As we move to a disaggregated stack where you have software-defined aspects of it, and the ability in the underlying definition of what 5G in the specifications to allow much more customization. It means that enterprises now cannot just take connectivity as it is and use it however it comes but actually work with a telco and work with Dell to customize that connectivity in a way that better meets their requirements. Whether that be with slicing or private mobility or roaming between private and the public network and things like profiles and being able to have different views of how different users and devices connect to that network are all key in truly harnessing the power of that connectivity to have always on, always connected, always integrated systems from the edge, the core, to the cloud. >> Always on, always connected. That's what we all expect these days. Wherever we are in the world, whatever we're trying to do. But to be able to take advantage of all that 5G offers for all of us, telcos have to create infrastructures that can support it, let's double click guys on the infrastructure that Dell and AT&T have put in place to enable this. Jason, I want to get your perspective first and then Doug will go to you. >> Yeah, I mean, it's foundational, the things that we're trying to do and build out here and there's a lot of complexity in it now that we didn't have before because of the flexibility in it. It's one of those things like the good news in software is you can do whatever you want. The bad news in software is you can do whatever you want. Once you have that foundation there though in terms of infrastructure, which for us is really air to glass. Fiber through the spectrum on top. But underneath of that, we have the servers, we have that infrastructure where those fibers come together where that air meets the radios and so forth. And we've got to have that great foundation. So working with Dell and getting those spaces built together preps the area as needed so that there's additional place now for compute and scale at that new converged meet-me point. And that's going to be the opportunity that we're trying to think about really to get that foundation in a way that maximizes capacity and maximizes control for the customers and enterprises in particular. And more importantly, maximizes the time horizon. Because if you're putting in a foundation like this, you're not looking at two to three years. You're trying to skate beyond, skate where the puck is going, look at five, 10 years out, set that foundation. And that's what we're trying to look at with Dell. What can our network do already? Where can we push it? In return, they're going to build their solutions to help maximize that potential. >> From an infrastructure perspective, Doug, I want to understand really where Dell is really shining there but also what are some of the differentiators that Dell brings to this foundational infrastructure that to your point, is built for scale? >> Yeah, so it really all comes down to as we start to see this transition that's been happening for years, but it's accelerating because of always-connected devices and everything connected and the great proliferation of data at the edge. As we move assets from the data center and out to the edge we introduce new challenges that have to be overcome. You have things like security, automation, infrastructure cost, maintenance, day-one operations, day-two operations, all of these things are new complexities which enterprises want to enable their workloads, enable the outcomes that they want to generate. But they need to make sure that they're not taking a step backwards when it comes to things like regulations. In Europe, you've got GDPR, and in the US you've got different security regulations. No one wants to be the next front page headline about their company being attacked and having a ransomware attack. And so as we spread out these assets, what Dell is here to do is to work with AT&T and enable enterprises to effectively build their virtual enterprise around the world where those assets, whether they're at the edge or the core or in the cloud, are all managed with the same profiles and the same security features and the same automation that they have in a core data center. So my ability to deploy an edge cloud so that I can leverage AT&T's network and have end-user devices do things like gaming or connect to video services or get directed retail advertising to you are not basically introducing new vectors for security vulnerabilities into that network. And so Dell has worked really hard and is a leader in the industry in providing automation and lower cost of ownership and security for those solutions. So it's not just about putting a server out there but it's about putting an infrastructure and a cloud that is connected by AT&T's backbone and to a central core of automation management and orchestration capabilities so that I can leverage those assets securely and efficiently. >> That security element that you bring up, Doug, is so incredibly critical. We talk about it at every event, we talk about it every day. We've seen such dramatic changes in the threat landscape in the last couple of years with covid and things like that. So that security element isn't trivial, it's essential for every type of enterprise regardless of where they are. I want to talk a little bit now about best practices. And Doug, go back to you, looking at what AT&T is achieving, the 5G COE, what you're doing with Dell. From your lens and your experiences, what are some of the best practices for telcos deploying secured network and connectivity at the edge? >> Yeah, well, I think the first one is that automation and that orchestration, right? The answer is that you cannot have snowflakes at every single ag point. You need to make sure that those infrastructures are consistent and compliant with the integrations and with the policies that have been set across the network. The second thing is that you want to make sure that the connectivity is monitored and metered and managed so that we know whether, for example that endpoint is there and it's not there, if it goes offline. And ensuring the end-user experience is consistent throughout. And so what we are seeing is that it's really important that we provide an implementation where the enterprise can get a consistent and a predictable outcome for what they're trying to accomplish. What they don't want to do, what enterprises hate and is really bad for them is when they provide an inconsistent or inappropriate results to their users, to their customer base. So if your website goes offline or you're a gaming platform, if people can't get to your game you're going to lose customers, you're going to lose business you're going to have people lose faith in your network. And so our partnership with AT&T and with other telcos is about ensuring that we have all those aspects covered, day zero, day one, and day two, as well as the security aspects. And that back haul is an essential piece of that because as we get more and more devices and more and more edge devices set up, there's more sprawl. And so the complexity goes up substantially, but what really wins is when you can take that complexity and use it to your advantage and be able to manage and deploy those systems as though they were all within your virtual enterprise. >> Using complexity to your advantage. That's an interesting one, Doug, that you're bringing up. Jason, I want to know, what does that mean for you and how is AT&T leveraging complexity to its advantage for its customers all over the globe? >> You know, first thing is if you're thinking about, we're a network company we're not just a 5G company, so we're wireline, we're wireless, we're global in terms of the amount of fiber we have in the ground, the amount of in the US, domestic sailor deployments, our investments in FirstNet, is our first responder network here in the US. So we have a big portfolio inclusive of IOT. That is a global brand as well. That, if you look at it through the outside lens, that's super complex, all over the planet. So when we're talking to our customers now in this new world, which is very much, "Hey, you can do these things on your own." We go back and the bigger, obviously have the products, and the network and the tech but now that customers can take advantage of it and take things that Dell have rolled out, they need that new new age expertise. You also got the Dell expertise of building these platforms from maybe a software level, from an orchestration level, those kind of things. And at the edge that's creating a new type of person and a new type of workflow, a new type of way to respond and work. So that combination of those two is going to be that new skillset. It's in small pockets now, it's growing in how that looks because it's a little combination of both the app developer and the network developer, that's coming together. Our footprint and in terms of what we provide in there is not just 5G, it's 5G, it's fiber, it's all of those pieces together. And that's what's going to super enable that experience that Doug talked about when you're thinking about gaming or transportation, it's not just the network performance, it's the roundtrip, so we're really trying to focus on that and educate our customers in that way with the expertise that we bring over years and years of building these things. >> And if I could just jump in there. I'd like to just emphasize something Jason just said. When we look at workloads at the edge, very rarely are those workloads uniquely just an edge workload, there are components. The example I like to use is video surveillance. If you are a big box store and you have video surveillance inside your store, there is a set of workloads and outcomes you need for immediate response at that edge. You want to know if there's a safety hazard, if there is a theft or those things. Those things need to be processed real time in the store before the thief leaves the store. But then there's a set of connectivity as well where you want to process that data up in the cloud to get long-term analytics and data off of that information. What's my average store density on a Thursday afternoon in November when it's 20 degrees out. Because that would drive how many employees I have, how much inventory I carry, et cetera. And that combination is a factor that drives all the different aspects of AT&T's network. We need the connectivity in the store for the practicability and the spectrum for the cameras that talk to a central server. We need the high-speed backup and throughput in order to provide cyber recovery as well as point-of-sales services so that they can do credit card transactions flawlessly, which is using a lot of wireline services for AT&T. And together with their cloud and their other capabilities, an enterprise needs all those different aspects to work, both the edge, the core and the cloud coming together to form an outcome from one piece of input. So that one piece of input, that video stream is used in multiple different ways and because of that, that network that AT&T brings can support the end-to-end outcome and use cases for that implementation, as an example. >> That end-to-end roundtrip that you guys talked about is essential for every type of enterprise. A lot of great work that Dell and AT&T are doing together to really enable enterprises to really capitalize on all that the new technology that 5G has the potential to deliver. So I got to wrap things up, Jason, with you. From a business-customer perspective, what's next for AT&T? What can those business customers expect? >> Just continued to scaling because you're looking at a space that's evolving rapidly. It's evolving rapidly, there's a lot of opportunity. You look at the private wireless space in particular, it's nascent, but growing rapidly with the customers having their ability to do this on their own. So for us, and really where we're starting to think now is we're seeing the things move from POC, starting to move to production, customers are starting to think about what's next. For us, we're trying to skate ahead of that knowing how we built our own networks, knowing how we engaged in our own partnerships like with Dell and trying to bring that expertise back to the customer, because it isn't cookie cutter anymore. There's a lot of flexibility and each input creates a different output. So it's up to us to at least help them balance that. Define what I like to affectionately call, "Find their Goldilocks." What is that just right for them? >> Great point, Jason, it is no longer a cookie cutter. Cookie cutter isn't going to cut it. Jason, Doug, thank you so much for joining me on theCUBE today from Mobile World Congress in Barcelona. We appreciate thank you all of your insights. Sounds like some great work that AT&T and Dell are doing together. Enterprises have a lot to look forward to. Thank you again for your time. >> Thank you very much, >> Thank you. >> Looking forward to seeing you at the show. >> I'm Lisa Martin from theCUBE at Mobile World Congress '23 in Barcelona. Thanks for watching. (upbeat music)

(gentle pulsating music) >> Narrator: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (light airy music) >> Good evening from Fira, Barcelona in Spain. It's Lisa Martin and Dave Vellante. We are covering with theCUBE MWC '23. This is day three. Three full days, almost, of coverage we've given you. And don't worry, we've got a great conversation next, and another day tomorrow. We're going to be talking with Singtel and Dell next about 5G network slicing. Sexy stuff. Please welcome Dennis Wong, VP Enterprise 5G and Platform from Singtel. And Douglas Lieberman is back with us. Our alumni, Global Senior Director, GTM and Co-Creation Services, Telecom Systems Business at Dell. Welcome, guys. Great to have you. >> Thank you very much. >> Thanks for having us. >> So Dennis, go ahead and start with you. Talk to the audience about Singtel. You've got a unique insight into some of the challenges that 5G brings and the opportunities. What is Singtel seeing there? >> I think from a Singtel perspective, I think 5G technology brings about a new era of opportunities for all the enterprises, you know, from big to small. I think that's one thing that we are aiming to do. How do we put technology together? And that's why I think that 5G brings about a lot more capabilities, a lot more parameters that, you know, for the new technology, new devices, new services that we can explore. I mean, we are giving ourself a new opportunity to try something that's better than Wi-Fi, that is better 4G. So I think that's something very exciting for me. >> What are some of the challenges that you see that are, that you look to partners like Dell to help wipe off the table? >> I think one of the things that Dell has been doing very closely with us, I think in terms of the network technology, in terms of the RAN, in terms of the, you know, kind of virtualization, in terms of marketplace, in terms of ecosystem, they are all over the place. So I think for them, they are not looking at just hardware, they are looking at how to support us as a whole ecosystem to work things together. >> You know, it's interesting because it's maybe an overused term, but everyone talks about 5G being the enterprise G. And really, what's interesting about 5G, and where Dell is really able to add value in working with partners like Singtel, is the disaggregation of 5G and the open side of it, and the ability to take different workloads and customize them because of the fact that the whole packet core and the CU and the DU and that architecture is not locked into a single proprietary architecture, allows for customization and injection of workloads, and allows enterprises to really tune the network to what their workloads need to be. >> So I wonder, Dennis, can you take us through the anatomy of a 5G deployment? How does it work? Do you start with a sort of greenfield, sort of test bed? How do you connect it to your 4G networks? Take us through the process. >> Maybe I will go through from a customer lens. What does the customer think, and what does the customer feels about when we approach them for 5G? I think for most of the customers who are thinking about 5G, they are usually already having some kind of a services that's running on the current technology. Could be 4G, could be Wi-Fi. And one very typical example that I can share with you is that one of the customers, he was saying that, "I'm having Wi-Fi already. Can you prove to me that 5G is better?" So, what we did was that we actually rolled out our, this little proprietary 5G in the box. We call it 5G GENIE. GENIE stands for Generating Instant Experience. You know, very interesting name. We pushed that to the customer place. Within 30 minutes, he set up a 5G connectivity in his area, and he tested his performance of his Wi-Fi with the GENIE on the spot. And immediately, wow, he see that there's a lot of difference in the performance. Now, so the first part, is really about getting the customer to feel that, why 5G is truly better. Let them experience it. Then after which, we went through with them, because of this performance, what does it do to your business? From a productivity perspective, security perspective, safety perspective. And they kind of look at it and say, "Wow." that is where the ROI comes from. Then after which, then is where I think, you know, where Dave says, you know, he comes in whereby then, we will design, if it's a factory, we are to design the coverage in the factory because robots are moving. You want to ensure that every part of them, of their factories have the coverage. So we are to design it, we are to build it, put in all the controls and put in all the devices. And then after which, you know, then all things will go. And of course, from a customer perspective, they will still need to run the application. We need to check that the performance is, you know, up to the mark. So I think in all, the 5G journey is not really just about putting the network and, "Here, customer, let's use it." There's a lot of conviction, there's a lot of testing, there's a lot of what we call trial and error with the customer. Yeah. >> So thank you for that explanation. So that's there, we're going to make a business case, and they're going to see immediate performance improvements. Then, I presume they're going to start building new applications on top. And then maybe that'll negatively affect the performance, but that's okay. It's like we were talking about the other day, there's so much data pumping, you get equivalent performance, but so much more capability. So how are you guys thinking about that ultimate layer, where that value is, the application, the workloads, that are going to be new to these networks? >> Well, let's, you know, we can take a step back and talk about, for example, the use case he just talked about, which was in, you know, autonomous vehicles or robots inside a factory. It's not that it's just more performance. It's reliable performance and consistent performance. Because the difference with a cellular solution, a mobile solution, a 5G solution, than a Wi-Fi, is the guaranteed spectrum and the isolated spectrum and the lack of competition for that space. I mean, I tell people this all the time, and you can see it right now. If you were to open your phone and look at all the Wi-Fi hotspots that exist right here, there is an enormous amount of contention for the exact same spectrum and we're all competing with each other. >> Dave: I can't get into the network. >> Right, and so the more people that walk past us in this cube, the more that there's going to be interference. And so the performance is not guaranteed. And if you have an automated factory, if you have machines that are moving around a factory, if you have robots that need to work together, you can't afford for it to be great one minute, and lousy the next minute. You need consistent high performance. And that's where these 5G networks and private 5G networks are really, really important. 'Cause it's not just about faster. Sometimes it's not all about can I get it there faster? I want it faster, but reliably and consistently, and make sure I get the same experience every time, so that I can then build more intricate and complicated applications. If you have a warehouse that's got autonomous robots, the closer I can have those robots get to each other, means the more packages I can move, or the more welds I can make, or the more machine parts I can get out the door because I don't have to build into the, "Oh my God, I lost Wi-Fi connectivity for 10 seconds," and I got, "And everything stops, until the connectivity comes back and they can resume." >> And anybody would choose consistent, predictable performance over spiky performance. >> Doug: Right. >> And you're saying the technology, you're able to better leverage the spectrum, isolate the spectrum for that specific use case. That is a technology enabler. >> Dennis: Maybe I can also give you another perspective. Together with the 5G technology is where the multi-edge computing comes into place. And that's where I think one of the things that we work very closely with Dell as well. Because that is very important. With that compute at the edge, means that your latency is low. And, like what you said, it's not just low latency, it's consistently low latency. Today, let's say in Singapore, Singapore is a very small city. You can travel from one end of the city to the other end in one and a half hour, and that's it. Singapore is so- >> If there's no traffic. >> And if there's no traffic. (all laugh) Now, so everyone was saying, "Singapore is such a small city, why would you need a edge?" So I explained to them, we did a test from a cloud gaming perspective. As we use 4G over the public cloud, it's true that you can get about 10, 15, 20 milliseconds, you know, on a good day, but it's, on average, it's about 15, 20 milliseconds. However, you will find that there are times, whereby it'll spike to 150, spike to 90, spike to 200. So you can see that it's not just about low latency, it's about consistent low latency. So that's where I think 5G and MEC come as a good pair to make sure that, you know, the performance of our, for those factories or what, you know, kind of Doug has mentioned, the high performance, you know, synchronized services is very important. Beside packing the, you know, the drones, or the robots who go close together, you want it to be synchronized. And you know, if you've seen some of those robots that work together, it's almost synchronized. That is the one thing that, our dreams that we going to make sure that we going to achieve, yeah. >> And then, of course, on top of all that, is security, which is really, really important on all these. I mean the vulnerabilities of Wi-Fi are well known. There is a hundred different tools that you can download for free to test the security of any Wi-Fi network. So there's- >> Dave: I got my VPN and it won't let me on the network. >> Right, exactly. (all laugh) You know, so the benefit of a 5G solution, a 4G solution, is the added layer of security. I'm not saying that it's perfect, you know, there are obviously ways to get around those as well, but every additional layer of security is one less attack factor that you have to worry about every single day. >> So Dennis, you're pro on the 5G adoption journey. You both have talked about the ostensible benefits there and then the capabilities. I want to understand, how is Dell actually helping, under the covers, Singtel, deliver this connectivity and this consistency and the reliability that your customers expect? >> Yeah. I think, you know, having all these services together, I think, other than just what we call the 5G connectivity, it's like what you mentioned about the RAN, the disaggregated kind of services, I think that gives us a lot of opportunity in terms of flexibility, in terms, of course. But I think one of the things that we also work closely together is about new technology. As I've mentioned also that, you know, the marketplace or the partners that Dell brings, that's very, very important for us. And then for me, I think that, if I look at it again from the customer lens again, right? Having the kind of right equipment, which we are working together with Dell, is important, but I think having the right ecosystem that use the equipment, is even more important. I will give you a very simple example. For any organization, for any services that you need to deploy, let's choose a SMB. You'll realize that, if I want to deploy an application in my office, there's a few things you need to consider. Networks, which could be provided by 5G, right? Then you talk about the public cloud. Then you talk about the, what we call the public cloud and you talk about the edge. Now, in order for you to deploy this, you'll realize that every one of them could be orchestrated and synchronized. And then, as well, Doug has mentioned, after you implemented three of them, you've still got to consider security across them. >> Lisa: Yeah, yeah. >> So what happens there for us, what we want to do is that, we actually build a platform that actually sits on top of all this. This platform actually controls the 5G network, the MEC, as well as the, what we call the public all together. And on top, sitting on top of that is all the applications. Why so? Because again, anytime you have an application, you know that you have to make sure that the VMs works, the hypervisor works, you know, connectivity works, the compatibility works. So, when we build this platform, we put all the ecosystem on board and then it makes it like, the customer can have a one stop shop, look at the equipment, look at the, what we call the equipment, look at the networks, look at the, you know, the cloud, the IaaS as well as the application, it works. And so, working together with Dell, we actually come up and look at some solution that's fit for the market. One of the opportunity that we are looking together with this Dell is in Singapore. How do we actually ship a really packaged bundle to SMEs that has a Dell equipment, our 5G network, plus the platform product ecosystem, that can ship to any restaurant around? So that, you know, we are thinking out loud. Like for example, as you move into the restaurant, you know, we always say that, please scan your barcode on the table for the menu. >> Lisa: Yeah. >> You can just go in, and by facial recognition, knowing that you are not a staff. So it's a reverse privacy. And then after that, push, you know, the menu to your phone directly. And so, therefore, it cuts again the stuff of me trying to scan the menu or waiting for it to load. And because with the on-prem equipment from Dell, let's say for example, there's things is pushed to the phone instantly. You know, sometimes we know that, when some of this goes to the public web or public cloud, and by the time it loads the menu, you are just waiting to avoid the load. So you can see that all these become a experience for the SMEs and the restaurant's staff. So I think these are some of these great use cases that we can foresee in the future. >> And I think, you know, something you just said is really a key part, right? As technologists, sometimes we get wrapped around the technology, and we forget about the fact that it's all about the outcome. To the enterprise, they're looking at a workload. They have a very specific thing they want to accomplish. And all this stuff, private 5G, and edge, and cloud, they're all really irrelevant. They're just means to get to what their outcome that they want to be is. And when we look at them atomically, and as independent little units, we end up with sprawl, and honestly, enterprises are telling us more and more and more, "I don't want that. I don't want a science project. I don't want to be responsible for figuring out how all these things are going to play together and have one rack of equipment for my network, and one rack of equipment for my private 5G, and another rack of equipment for my edge cloud and another rack of equipment for the MEC." And you start to get data centers inside of a pizza shop where there's no space to put a data center, right? And so the partnership we have with Singtel, and exactly what Dennis was just talking about, is how do we take all of those and start realizing that with virtualization and containerization and the open architecture that exists with function virtualization in networking today, in private 5G. We're able to utilize a common infrastructure stack, a common platform to be able to give you all those functions to run the 5G, to run your core applications, to run the MEC, to do all those things, so that we're minimizing the footprint, but also minimizing the complexity. And that's really the point. >> So how mature are we today? Where are we? When can we expect deployments? You know, are there any sort of early case examples you can share? >> Yeah, like I said, you know, in Singapore itself, we have already saw a little bit of success. Especially in Singapore, we have 5G SA already. So I think one of the few things that like I mentioned, some of these use cases that we did. So the company that I talked earlier about is a factory. They took the 5G GENIE, went there, and tested against the Wi-Fi, agree with it. They say, "Let's deploy." They have deployed it now, and it's running. So it's using the 5G for safety, you know, and safety inspection and remote assistance, for training, et cetera. We're using the VR goggles. So I think that's really a live use case. The other live use case is that in Singapore, one of the, you know, kind of automotive manufacturing plants is actually using the AGV that's controlled by our 5G, that's moving around in the factory in a very, what we call random manner. In a way that, in the past, whereby you would never conceive the automotive factories that is going to go on conveyor belts. But now, the AGV is moving as in where at in the ad hoc manner, yeah. >> Yeah, I mean we've got solutions. We've implemented with customers for mining, for example. For the autonomous vehicles in a mine where the, you know, after the mine explosion goes off and you got to gather the minerals and the ores, there's a lot of time that you have to wait before humans can go in. But with a 5G solution, we've been able to enable autonomous vehicles to go in there and start the process of collecting that ore without waiting for the humans, substantially improving safety, security, and the output and revenue of those mines. >> Dave: No, no canary necessary. (Dennis laughs) Is that correct that this capability is not really going to cannibalize Wi-Fi, right? It's going to go into use cases, or will it? Are there situations that overlap, where customers have sort of on the edge, no pun intended, tried to use Wi-Fi and then this will cannibalize some piece of the market? >> Look, there's a Venn diagram somewhere, right? (Lisa and Dennis chuckle) And at the end of the day, no one who's being honest is going to say that 5G is going to replace Wi-Fi, right? >> Yeah, yeah, sure. >> There are, and there's a lot of reasons for that. You know, challenges in adding new devices, you know, if you go to a store, and you want to get on their Wi-Fi, you don't want to necessarily add a new SIM to your phone. So there are places where Wi-Fi is still going to remain a very powerful long-term solution that's not going anywhere, especially at the moment because the cost of Wi-Fi, you know, the chips for Wi-Fi are pennies a piece to put in devices. So we're a long way away from 5G being at the same monetary scale as Wi-Fi. But, there are a lot of use cases where Wi-Fi is simply doesn't work. I talked about that mining solution, Wi-Fi doesn't work in a mine. It's got the wrong physics properties, it's got the wrong distance limitations, there's all sorts of problems. And so, what 5G has opened up, is where in the past, people tried to make Wi-Fi work and either gave up and ran wired, or just dealt with constant problems, like all their machines shutting down simultaneously. 5G is enabling them to now have a real solution that works. So it's carving out a niche for itself. In some places it's replacing Wi-Fi without a doubt 'cause it is a better solution. But there are some use cases that are going to remain Wi-Fi for a long time. >> And how flexible and mobile can that solution be? 'Cause we can't use Wi-Fi here. (Dennis chuckles) We have to use a hard line. >> Yep. >> Right? So, could we use 5G, our own private network on theCUBE? Or is it because we're going too many places? It's just just too complicated for us? >> That's where it comes from. >> Stick with fixed lines. >> That's where the next technology of 5G come from. >> Yeah. >> Slicing. >> Talk about that. >> You see that, you know, somebody ask me, "Why would somebody need slicing?" Then I'll ask you, "That if you are in US, or in any country in the world, there's always two way. You can use a highway and you pay toll. Or you use your small roads. Exactly, why do you have a highway, that you have to pay toll?" There is a highway, there's a path, there's a slice. So for operators, we can always say that based on your mission criticality, based on the speed you want, based on the kind of urgency you need, our works give you a slice, and that you have to pay a premium for it. So similarly, would be that 5G is going to be available here, and say that Cube will purchase a slice from Californica. And say that for Cube, this is your 5G, you have a freeway, green way, it's highly possible. >> Believe me, we're paying a premium for hard lines at Mobile World Congress or MWC. (all laugh) >> And to that point, right, you know, and those slicing gives you the opportunity to do profiling and, you know, setting up. When I say profiling, you know, different devices and different customers getting different metrics on how they use that network. So some of them will get a superhighway, some of them will get a medium size highway, somebody- >> Dennis: Somebody getting a secured highway. >> Right, so a more secure highway. So, there's a lot more flexibility with 5G, and that's why I said, you know, there's a lot of use cases, where it will replace Wi-Fi, and it will be very powerful. And that's the places where we're really seeing the adoption really taking off. >> You guys have done a great job explaining 5G, really. Why you're pro 5G, the opportunities of the use cases. Thank you so much for joining us today. >> Dennis: Thank you, Lisa. >> Also talking about what Dell and Singtel are doing together. I imagine the journey probably has just begun, but you've made tremendous amount of progress so far. It's a great use case. Thank you for sharing it with us today. >> Thank you very much. >> Thank you. Thank you, Dave. Thank you, Lisa. >> All right, our pleasure. For our guests and for Dave Vellante, I'm Lisa Martin. You're watching theCUBE, live at MWC '23 from Barcelona, Spain. Stick around. Dave comes up with a very cool wrap, after this. (light airy music)

>> Narrator: "theCUBE's" live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (intro music) >> Good afternoon, everyone. Welcome back to "theCUBE's" day three coverage of MWC23. Lisa Martin here in Spain, Barcelona, Spain with Dave Nicholson. We're going to have a really interesting conversation next. We're going to really dig into MWC, it's history, where it's going, some of the controversy here. Please welcome our guests. We have Jim Harris, International Best Selling Author of "Blindsided." And Carolina Milanese is here, President and Principle Analyst of creative strategies. Welcome to "theCUBE" guys. Thank you. >> Thanks. So great to be here. >> So this is day three. 80,000 people or so. You guys have a a lot of history up at this event. Caroline, I want to start with you. Talk a little bit about that. This obviously the biggest one in, in quite a few years. People are ready to be back, but there's been some, a lot of news here, but some controversy going on. Give us the history, and your perspective on some of the news that's coming out from this week's event. >> It feels like a very different show. I don't know if I would say growing up show, because we are still talking about networks and mobility, but there's so much more now around what the networks actually empower, versus the network themselves. And a little bit of maybe that's where some of the controversy is coming from, carriers still trying to find their identity, right, of, of what their role is in all there is to do with a connected world. I go back a long way. I go back to when Mobile World Congress was called, was actually called GSM, and it was in Khan. So, you know, we went from France to Spain. But just looking at the last full Mobile World Congress here in Barcelona, in pre-pandemic to now, very different show. We went from a show that was very much focused on mobility and smartphones, to a show that was all about cars. You know, we had cars everywhere, 'cause we were talking about smart cities and connected cars, to now a show this year that is very much focused on B2B. And so a lot of companies that are here to either work with the carriers, or also talk about sustainability for instance, or enable what is the next future evolution of computing with XR and VR. >> So Jim, talk to us a little bit about your background. You, I was doing a little sleuthing on you. You're really focusing on disruptive innovation. We talk about disruption a lot in different industries. We're seeing a lot of disruption in telco. We're seeing a lot of frenemies going on. Give us your thoughts about what you're seeing at this year's event. >> Well, there's some really exciting things. I listened to the keynote from Orange's CEO, and she was complaining that 55% of the traffic on her network is from five companies. And then the CEO of Deutsche Telecom got up, and he was complaining that 60% of the traffic on his network is from six entities. So do you think they coordinated pre, pre-show? But really what they're saying is, these OTT, you know, Netflix and YouTube, they should be paying us for access. Now, this is killer funny. The front page today of the show, "Daily," the CO-CEO of Netflix says, "Hey, we make less profit than the telcos, "so you should be paying us, "not the other way around." You know, we spend half of the money we make just on developing content. So, this is really interesting. The orange CEO said, "We're not challenging net neutrality. "We don't want more taxes." But boom. So this is disruptive. Huge pressure. 67% of all mobile traffic is video, right? So it's a big hog bandwidth wise. So how are they going to do this? Now, I look at it, and the business model for the, the telcos, is really selling sim cards and smartphones. But for every dollar of revenue there, there's five plus dollars in apps, and consulting and everything else. So really, but look at how they're structured. They can't, you know, take somebody who talks to the public and sells sim cards, and turn 'em in, turn 'em in to an app developer. So how are they going to square this circle? So I see some, they're being disrupted because they're sticking to what they've historically done. >> But it's interesting because at the end of the day, the conversation that we are having right now is the conversation that we had 10 years ago, where carriers don't want to just be a dumb pipe, right? And that's what they are now returning to. They tried to be media as well, but that didn't work out for most carriers, right? It is a little bit better in the US. We've seen, you know, some success there. But, but here has been more difficult. And I think that's the, the concern, that even for the next, you know, evolution, that's the, their role. >> So how do they, how do they balance this dumb pipe idea, with the fact that if you make the toll high enough, being a dumb pipe is actually a pretty good job. You know, sit back, collect check, go to the beach, right? So where, where, where, where does this end up? >> Well, I think what's going to happen is, if you see five to 15 X the revenue on top of a pipe, you know, the hyperscalers are going to start going after the business. The consulting companies like PWC, McKinsey, the app developers, they're... So how do you engage those communities as a telco to get more revenue? I think this is a question that they really need to look at. But we tend to stick within our existing business model. I'll just give you one stat that blows me away. Uber is worth more than every taxi cab company in North America added together. And so the taxi industry owns billions in assets in cars and limousines. Uber doesn't own a single vehicle. So having a widely distributed app, is a huge multiplier on valuation. And I look to a company like Safari in Kenya, which developed M-Pesa, which Pesa means mo, it's mobile money in Swahili. And 25% of the country's GDP is facilitated by M-Pesa. And that's not even on smartphones. They're feature phones, Nokia phones. I call them dumb phones, but Nokia would call them "feature phones." >> Yeah. >> So think about that. Like 25, now transactions are very small, and the cut is tiny. But when you're facilitating 25% of a country's GDP, >> Yeah. >> Tiny, over billions of transactions is huge. But that's not the way telcos have historically thought or worked. And so M-Pesa and Safari shows the way forward. What do you think on that? >> I, I think that the experience, and what they can layer on top from a services perspective, especially in the private sector, is also important. I don't, I never believe that a carrier, given how they operate, is the best media company in the world, right? It is a very different world. But I do think that there's opportunity, first of all, to, to actually tell their story in a different way. If you're thinking about everything that a network actually empowers, there's a, there's a lot there. There's a lot that is good for us as, as society. There's a lot that is good for business. What can they do to start talking about differently about their services, and then layer on top of what they offer? A better way to actually bring together private and public network. It's not all about cellular, wifi and cellular coming together. We're talking a lot about satellite here as well. So, there's definitely more there about quality of service. Is, is there though, almost a biological inevitability that prevents companies from being able to navigate that divide? >> Hmm. >> Look at, look at when, when, when we went from high definition 720P, very exciting, 1080P, 4K. Everybody ran out and got a 4K TV. Well where was the, where was the best 4K content coming from? It wasn't, it wasn't the networks, it wasn't your cable operator, it was YouTube. It was YouTube. If you had suggested that 10 years before, that that would happen, people would think that you were crazy. Is it possible for folks who are now leading their companies, getting up on stage, and daring to say, "This content's coming over, "and I want to charge you more "for using my pipes." It's like, "Really? Is that your vision? "That's the vision that you want to share with us here?" I hear the sound of dead people walking- (laughing) when I hear comments like that. And so, you know, my students at Wharton in the CTO program, who are constantly looking at this concept of disruption, would hear that and go, "Ooh, gee, did the board hear what that person said?" I, you know, am I being too critical of people who could crush me like a bug? (laughing) >> I mean, it's better that they ask the people with money than not consumers to pay, right? 'Cause we've been through a phase where the carriers were actually asking for more money depending on critical things. Like for instance, if you're doing business email, then were going to charge you more than if you were a consumer. Or if you were watching video, they would charge you more for that. Then they understood that a consumer would walk away and go somewhere else. So they stopped doing that. But to your point, I think, and, and very much to what you focus from a disruption perspective, look at what Chat GTP and what Microsoft has been doing. Not much talk about this here at the show, which is interesting, but the idea that now as a consumer, I can ask new Bing to get me the 10 best restaurants in Barcelona, and I no longer go to Yelp, or all the other businesses where I was going to before, to get their recommendation, what happens to them? You're, you're moving away, and you're taking eyeballs away from those websites. And, and I think that, that you know, your point is exactly right. That it's, it's about how, from a revenue perspective, you are spending a lot of money to facilitate somebody else, and what's in it for you? >> Yeah. And to be clear, consumers pay for everything. >> Always. Always. (laughs) >> Taxpayers and consumers always pay for everything. So there is no, "Well, we're going to make them pay, so you don't have to pay." >> And if you are not paying, you are the product. Exactly. >> Yes. (laughing) >> Carolina, talk a little bit about what you're seeing at the event from some of the infrastructure players, the hyperscalers, obviously a lot of enterprise focus here at this event. What are some of the things that you're seeing? Are you impressed with, with their focus in telco, their focus to partner, build an ecosystem? What are you seeing? >> I'm seeing also talk about sustainability, and enabling telco to be more sustainable. You know, there, there's a couple of things that are a little bit different from the US where I live, which is that telcos in Europe, have put money into sustainability through bonds. And so they use the money that they then get from the bonds that they create, to, to supply or to fuel their innovation in sustainability. And so there's a dollar amount on sustainability. There's also an opportunity obviously from a growth perspective. And there's a risk mitigation, right? Especially in Europe, more and more you're going to be evaluated based on how sustainable you are. So there are a lot of companies here, if you're thinking about the Ciscos of the world. Dell, IBM all talking about sustainability and how to help carriers measure, and then obviously be more sustainable with their consumption and, and power. >> Going to be interesting to see where that goes over the years, as we talk to, every company we talk to at whatever show, has an ESG sustainability initiative, and only, well, many of them only want to work with other companies who have the same types of initiative. So a lot of, great that there's focus on sustainability, but hopefully we'll see more action down the road. Wanted to ask you about your book, "Blind," the name is interesting, "Blindsided." >> Well, I just want to tag on to this. >> Sure. >> One of the most exciting things for me is fast charging technology. And Shalmie, cell phone, or a smartphone maker from China, just announced yesterday, a smartphone that charges from 0 to 100% in five minutes. Now this is using GAN FEST technology. And the leader in the market is a company called Navitas. And this has profound implications. You know, it starts with the smartphone, right? But then it moves to the laptops. And then it'll move to EV's. So, as we electrify the $10 trillion a year transportation industry, there's a huge opportunity. People want charging faster. There's also a sustainability story that, to Carolina's point, that it uses less electricity. So, if we electrify the grid in order to support transportation, like the Tesla Semi's coming out, there are huge demands over a period. We need energy efficiency technologies, like this GAN FEST technology. So to me, this is humongous. And it, we only see it here in the show, in Shalmie, saying, "Five minutes." And everybody, the consumers go, "Oh, that's cool." But let's look at the bigger story, which is electrifying transportation globally. And this is going to be big. >> Yeah. And, and to, and to double click on that a little bit, to be clear, when we talk about fast charging today, typically it's taking the battery from a, not a zero state of charge, but a relatively low state of charge to 80%. >> Yep. >> Then it tapers off dramatically. And that translates into less range in an EV, less usable time on any other device, and there's that whole linkage between the power in, and the battery's ability to be charged, and how much is usable. And from a sustainability perspective, we are going to have an avalanche of batteries going into secondary use cases over time. >> They don't get tossed into landfills contrary to what people might think. >> Yep. >> In fact, they are used in a variety of ways after their primary lifespan. But that, that is, that in and of itself is a revolutionary thing. I'm interested in each of your thoughts on the China factor. Glaringly absent here, from my perspective, as sort of an Apple fanboy, where are they? Why aren't they talking about their... They must, they must feel like, "Well we just don't need to." >> We don't need to. We just don't need to. >> Absolutely. >> And then you walk around and you see these, these company names that are often anglicized, and you don't necessarily immediately associate them with China, but it's like, "Wait a minute, "that looks better than what I have, "and I'm not allowed to have access to that thing." What happens in the future there geopolitically? >> It's a pretty big question for- >> Its is. >> For a short little tech show. (Caroline laughs) But what happens as we move forward? When is the entire world going to be able to leverage in a secure way, some of the stuff that's coming out of, if they're not the largest economy in the world yet, they shortly will be. >> What's the story there? >> Well, it's interesting that you mentioned First Apple that has never had a presence at Mobile World Congress. And fun enough, I'm part of the GSMA judges for the GLOMO Awards, and last night I gave out Best Mobile Phone for last year, and it was to the iPhone4 Team Pro. and best disruptive technology, which was for the satellite function feature on, on the new iPhone. So, Apple might not be here, but they are. >> Okay. >> And, and so that's the first thing. And they are as far as being top of mind to every competitor in the smartphone market still. So a lot of the things that, even from a design perspective that you see on some of the Chinese brands, really remind you of, of Apple. What is interesting for me, is how there wouldn't be, with the exception of Samsung and Motorola, there's no one else here that is non-Chinese from a smartphone point of view. So that's in itself, is something that changed dramatically over the years, especially for somebody like me that still remember Nokia being the number one in the market. >> Huh. >> So. >> Guys, we could continue this conversation. We are unfortunately out of time. But thank you so much for joining Dave and me, talking about your perspectives on the event, the industry, the disruptive forces. It's going to be really interesting to see where it goes. 'Cause at the end of the day, it's the consumers that just want to make sure I can connect wherever I am 24 by seven, and it just needs to work. Thank you so much for your insights. >> Thank you. >> Lisa, it's been great. Dave, great. It's a pleasure. >> Our pleasure. For our guests, and for Dave Nicholson, I'm Lisa Martin. You're watching, "theCUBE," the leader in live and emerging tech coverage coming to you day three of our coverage of MWC 23. Stick around. Our next guest joins us momentarily. (outro music)

(gentle music) >> Good morning from Las Vegas. It's theCUBE live at AWS Reinvent 2022 with tons of thousands of people today. Really kicks off the event. Big keynote that I think is probably just wrapping up. Lisa Martin here with Dave Vellante. Dave, this is going to be an action packed week on theCUBE no doubt. We talked with so many different companies. Every company's a software company these days but we're also seeing a lot of companies leaving software that can help them operate more efficiently in the background. >> Yeah, well some things haven't changed at Reinvent. A lot of people here, you know, back to 2019 highs and I think we exceeded those two hour keynotes. Peter DeSantis last night talking about new Graviton instances and then Adam Selipsky doing the typical two hour keynote. But what was different he was a lot more poetic than we used to hear from Andy Jassy, right? He was talking about the universe as an analogy for data. >> I loved that. >> Talked about ocean exploration as for the security piece and then exploring into the Antarctic for, you know, better chips, you know? So yeah, I think he did a good job there. I think a lot of people might not love it but I thought it was very well done. >> I thought so too. We're having kicking off a great day of live content for you all day today. We've got Eleanor Dorfman joining us, the sales leader at Retool. Eleanor, welcome to theCUBE. It's great to have you. >> Thank you so much for having me. >> So let's talk a little bit about Retool. I was looking on your LinkedIn page. I love the tagline, build custom internal tools best. >> Eleanor: Yep. >> Talk to us a little bit about the company you recently raised, series C two. Give us the backstory. >> Yeah, so the company was founded in 2017 by two co-founders who are best friends from college. They actually set out to build a FinTech company, a payments company. And as they were building that, they needed to build a ton of custom operations software that goes with that. If you're going to be managing people's money, you need to be able to do refunds. You need to be able to look up accounts, you need to be able to detect fraud, you need to do know your customer operations. And as they were building the sort of operations software that supports the business, they realized that there were patterns to all of it and that the same components were used at and again. And had the insight that that was actually probably a better direction to go in than recreating Venmo, which was I think the original idea. And that actually this is a problem every company has because every company needs operations engineering and operations software to run their business. And so they pivoted and started building Retool which is a platform for building custom operations software or internal tools. >> Dave: Good pivot. >> In hindsight, actually probably in the moment as well, was a good pivot. >> But you know, when you talk about some of those things, refunds, fraud, you know, KYC, you know, you think of operations software, you think of it as just internal, but all those things are customer facing. >> Eleanor: Yep. >> Right so, are we seeing as sort of this new era? Is that a trend that you guys, your founders saw that hey, these internal operations can be pointed at customers to support what, a better customer service, maybe even generate revenue, subscriptions? >> I think it's a direction we're actually heading now but we're just starting to scratch the surface of that. The focus for the last five years has very much been on this operations software and sort of changing the economics of developing it and making it easy and fast to productize workflows that were previously being done in spreadsheets or hacky workarounds and make it easier for companies to prioritize those so they can run their business more efficiently. >> And where are you having your customer conversations these days? Thinking of operations software in the background, but to Dave's point, it ends up being part of the customer experience. So where are you having your customer conversations, target audience, who's that persona? >> Mainly developers. So we're working almost exclusively with developer teams who have backlogs and backlogs of internal tools requests to build that sales teams are building manual forecasts. Support teams are in 19 different tools. Their supply chain teams are using seven different spreadsheets to do demand forecasting or freight forwarding or things like that. But they've never been able to be prioritized to the top of the list because customer facing software, revenue generating software, always takes prioritization. And in this economic environment, which is challenging for many companies right now, it's important to be able to do more with less and maximize the productivity especially of high value employees like engineers and developers. >> So what would you say the biggest business outcomes are? If the developer is really the focus, productivity is the- >> Productivity. It's for both, I would say. Developer productivity and being able to maximize your sort of R and D and maximize the productivity of your engineers and take away some of the very boring parts of the job. But, so I would say developer productivity, but then also the tools and the software that they're building are very powerful for end users. So I would say efficiency and productivity across your business. >> Across the business. >> I mean historically, you know, operations is where we focused IT and code. How much of the code out there is dedicated to sort of operations versus that customer facing? >> So I think it would actually be, it's kind of surprising. We have run a few surveys on this sort of, we call them the state of engineering time, and focusing on what developers are spending their time on. And a third of all code that is being written today is actually for this internal operations software. >> Interesting. And do you guys have news at the show? Are you announcing anything interesting or? >> Yeah, so our focus historically, you sort of gave away with one of your early questions, but our focus has always been on this operations, this building web applications on building UIs on top of databases and APIs and doing that incredibly fast and being able to do it all in one place and integrate with as any data source that you need. We abstract away access authentication deployment and you build applications for your internal teams. But recently, we've launched two new products. We're actually supporting more external use cases and more customer facing use cases as well as automating CRON jobs, ETL jobs alerting with the new retail workflows product. So we're expanding the scope of operations software from web applications to also internal operations like CRON jobs and ETL jobs. >> Explain that. Explain the scourge of CRON jobs to the audience. >> Yeah, so operations software businesses run on operations software. It's interesting, zooming out, it's actually something you said earlier as well. Every company has become a software company. So when you think about software, you tend to think about here. Very cool software that people are selling. And software that you use as a consumer. But Coca-Cola for example, has hundreds of software engineers that are building tools to make the business run for forecasting, for demand gen, for their warehouse distribution and monitoring inventory. And there's two types of that. There's the applications that they build and then the operations that have to run behind that. Maybe a workflow that is detecting how many bottles of Coca-Cola are in every warehouse and sending a notification to the right person when they're out or when they, a refill is very strong, but you know when you need a refill. So it does that, it takes those tasks, those jobs that run in the background and enables you to customize them and build them very rapidly in a code first way. >> So some of the notes that you guys provided say that there's over 500 million software apps that are going to be built in the next few years alone. That's tremendous. How much of that is operation software? >> I mean I think at least a third of that, if not more. To the point where every company is being forced to maximize their resources today and operational efficiency is the way to do that. And so it can become a competitive advantage when you can take the things that humans are doing in spreadsheets with 19 open tabs and automate that. That saves hours a day. That's a significant, significant driver of efficiency and productivity for a business >> It does, and there's direct correlation to the customer experience. The use experience. >> Almost certainly. When you think about building support tooling, I was web chat, chatting on the with Gogo wifi support on my flight over here and they asked for my order number and I sent it and they looked up my account and that's a custom piece of software they were using to look up the account, create a new account for me, and restore my second wifi purchase. And so when you think about it, you're actually, even just as a consumer, interacting with this custom software on the day time. And that's because that's what companies use to have a good customer experience and have an efficient business. >> And what's the relationship with AWS? You guys started, I think you said 2017, so you obviously started in the cloud, but I'm particularly interested in from a seller perspective, what that's like. Working with Amazon, how's that affected your business? >> Yeah, I mean so we're built on AWS, so we're customers and big fans. And obviously like from a selling perspective, we have a ton of integrations with AWS so we're able to integrate directly into all the different AWS products that people are using for databases, for data warehouses, for deployment configurations, for monitoring, for security, for observability, we can basically fit into your existing AWS stack in order to make it as seamless integration with your software so that building in Retool is just as seamless as building it on your own, just much, much faster. >> So in your world, I know you wanted to but, in your world is it more analytics? is it more transactional, sort of? Is it both? >> It's all of the above. And I think what's, over Thanksgiving, I was asked a lot to explain what Retool did with people who were like, we just got our first iPhone. And so I tried to explain with an example because I have yet to stumble on the perfect metaphor. But the example I typically use is DoorDash is a customer of ours. And for about three years, and three years ago, they had a problem. They had no way of turning off delivery in certain zip codes during storms. Which as someone who has had orders canceled during a storm, it's an incredibly frustrating experience. And the way it worked is that they had operation team members manually submitting requests to engineers to say there's a storm in this zip code and an engineer would run a manual task. This didn't scale with Doordash as they were opening in new countries all over the world that have very different weather patterns. And so they looked, they had one, they were sort of confronted with a choice. They could buy a piece of software out of the box. There is not a startup that does this yet. They could build it by hand, which would mean scoping the requirements designing a UI, building authentication, building access controls, putting it into a, putting it into a sprint, assigning an engineer. This would've taken months and months. And then it would take just as long to iterate on it or they could use Retool. So they used Retool, they built this app, it saved, I think they were saying up to two years of engineering time for this one application because of how quickly it was. And since then they've built, I think 50 or 60 more automating away other tasks like that that were one out of spreadsheets or in Jira or in Slack notifications or an email saying, "Hey, could you please do this thing? There's a storm." And so now they use us for dozens and dozens of operations like that. >> A lot of automation and of course a lot of customer delight on the other end of the spectrum as you were talking about. It is frustrating when you don't get that order but it's also the company needs to be able to have the the tools in place to automate to be able to react quickly. >> Eleanor: Exactly. >> Because the consumers are, as we know, quite demanding. I wanted to ask you, I mentioned the tagline in the beginning, build custom internal tools fast. You just gave us a great example of DoorDash. Huge business outcomes they're achieving but how fast are we talking? How fast can the average developer build these internal tools? >> Well, we've been doing a fun thing at our booth where we ask people what a problem is and build a tool for them while we're there. So for something lightweight, you can build it in 10 minutes. For something a little more complex, it can take up to a few weeks depending on what the requirements are. But we all have people who will be on a call with us introducing them to our software for the first time and they'll start telling us about their problems and in the background we'll be building it and then at the end we're like, is this what you meant? And they're like, we'd like to add that to our cart. And obviously, it's a platform so you can't do that. But we've been able to build applications on a call before while people are telling us what they need. >> So fast is fast. >> I would say very fast, yeah. >> Now how do you price? >> Right now, we have a couple different plans. We actually have a motion where you can sign up on our website and get started. So we have a free plan, we've got plans for startups, and then we've got plans all the way up to the enterprise. >> Right. And that's a subscription pricing kind of thing? >> Subscription model, yes. >> So I get a subscription to the platform and then what? Is there also a consumption component? >> Exactly. So there's a consumption component as well. So there's access to the platform and then you can build as many applications as you need. Or build as many workflows. >> When you're having customer conversations with prospects, what do you define as Retool's superpowers? You're the sales leader. What are some of those key superpowers that you think really differentiate Retool? >> I do think, well, the sales team first and foremost, but that's not a fair answer. I would say that people are a bit differentiator though. We have a lot of very talented people who are have a ton of domain expertise and care a ton about the customer outcomes, which I do actually think is a little more rare than it should be. But we're one of the only products out there that's built with a developer first mindset, a varied code first mindset, built to integrate with your software development life cycle but also built with the security and robustness that enterprise companies require. So it's able to take an enterprise grade software with a developer first approach while still having a ton of agility and nimbleness which is what people are really craving as the earth keeps moving around them. So I would say that's something that really sets us apart from the field. >> And then talk about some of the what developers are saying, some of the feedback, some of the responses, and maybe even, I know we're just on day one of the show, but any feedback from the booth so far? >> We've had a few people swing by our booth and show us their Retool apps, which is incredibly cool. That's my absolute favorite thing is encountering a Retool application in the wild which happens a lot more than I would've thought, which I shouldn't say, but is incredibly rewarding. But people love it. It's the reason I joined is I'd never heard someone have a product that customers talked about the way they talk about Retool because Retool enables them to do things. For some folks who use it, it enables them to do something they previously couldn't do. So it gives them super powers in their job and to triple their impact. And then for others, it just makes things so fast. And it's a very delightful experience. It's very much built by developers, for developers. And so it's built with a developer's first mindset. And so I think it's quite fun to build in Retool. Even I can build and Retool, though not well. And then it's extremely impactful and people are able to really impact their business and delight their coworkers which I think can be really meaningful. >> Absolutely. Delighting the coworkers directly relates to delighting the customers. >> Eleanor: Exactly. >> Those customer experience, employee experience, they're like this. >> Eleanor: Exactly. >> They go hand in hand and the employee experience has to be outstanding to be able to delight those customers, to reduce churn, to increase revenue- >> Eleanor: Exactly. >> And for brand reputation. >> And it also, I think there is something as someone who is customer facing, when my coworkers and developers I work with build tools that enable me to do my job better and feel better about my own performance and my ability to impact the customer experience, it's just this incredibly virtuous cycle. >> So Retool.com is where folks can go to learn more and also try that subscription that you said was free for up to five users. >> Yes, exactly. >> All right. I guess my last question, well couple questions for you. What are some of the things that excited you that you heard from Adam Selipsky this morning? Anything from the keynote that stood out in terms of- >> Dave: Did you listen to the keynote? >> I did not. I had customer calls this morning. >> Okay, so they're bringing- >> East coast time, east coast time. >> One of the things that will excite you I think is they're connecting, making it easier to connect their databases. >> Eleanor: That would very much exciting. >> Aurora and Redshift, right? Okay. And they're making it easier to share data. I dunno if it goes across regions, but they're doing better integration. >> Amazing. >> Right? And you guys are integrating with those tools, right? Those data platforms. So that to me was a big thing for you guys. >> It is also and what a big thing Retool does is you can build a UI layer for your application on top of every single data source. And you hear, it's funny, you hear people talk about the 360 degree review of the customer so much. This is another, it's not our primary value proposition, but it is certainly another way to get there is if you have data from their desk tickets from in Redshift, you have data from Stripe, from their payments, you have data from Twilio from their text messages, you have data from DataDog where they're having your observability where you can notice analytics issues. You can actually just use Retool to build an app that sits on top of that so that you can give your support team, your sales team, your account management team, customer service team, all of the data that they need on their customers. And then you can build workflows so that you can do automated customer engagement reports. I did a Slack every week that shows what our top customers are doing with the product and that's built using all of our automation software as well. >> The integration is so important, as you just articulated, because every, you know, we say every company's a software company these days. Every company's a data company. But also, the data democratization that needs to happen to be able for lines of business so that data moves out of certain locked in functions and enables lines of business to use it. To get that visibility that you were just talking about is really going to be a competitive advantage for those that survive and thrive and grow in this market. >> It's able to, I think it's first it's visibility, but then it's action. And I think that's what Retool does very uniquely as well is it can take and unite the data from all the places, takes it out of the black box, puts it in front of the teams, and then enables them to act on it safely and securely. So not only can you see who might be fraudulent, you can flag them as fraud. Not only can you see who's actually in danger, you can click a button and send them an email and set up a meeting. You can set up an approval workflow to bring in an exec for engagement. You can update a password for someone in one place where you can see that they're having issues and not have to go somewhere else to update the password. So I think that's the key is that Retool can unlock the data visibility and then the action that you need to serve your customers. >> That's a great point. It's all about the actions, the insights that those actions can be acted upon. Last question for you. If you had a billboard that you could put any message that you want on Retool, what would it say? What's the big aha? This is why Retool is so great. >> I mean, I think the big thing about Retool is it's changing the economics of software development. It takes something that previously would've been below the line and that wouldn't get prioritized because it wasn't customer facing and makes it possible. And so I would say one of two billboards if I could be a little bit greedy, one would be Retool changed the economics of software development and one would be build operations software at the speed of thought. >> I love that. You're granted two billboards. >> Eleanor: Thank you. >> Those are both outstanding. Eleanor, it's been such a pleasure having you on the program. Thank you for talking to us about Retool. >> Eleanor: Thank you. >> Operations software and the massive impact that automating it can make for developers, businesses alike, all the way to the top line. We appreciate your insights. >> Thank you so much. >> For our guests and Dave Vellante, I'm Lisa Martin. You're watching theCUBE, the leader in live, emerging, and enterprise tech coverage. (gentle music)

>>Collibra is a company that was founded in 2008 right before the so-called modern big data era kicked into high gear. The company was one of the first to focus its business on data governance. Now, historically, data governance and data quality initiatives, they were back office functions and they were largely confined to regulatory regulated industries that had to comply with public policy mandates. But as the cloud went mainstream, the tech giants showed us how valuable data could become and the value proposition for data quality and trust. It evolved from primarily a compliance driven issue to becoming a lynchpin of competitive advantage. But data in the decade of the 2010s was largely about getting the technology to work. You had these highly centralized technical teams that were formed and they had hyper specialized skills to develop data architectures and processes to serve the myriad data needs of organizations. >>And it resulted in a lot of frustration with data initiatives for most organizations that didn't have the resources of the cloud guys and the social media giants to really attack their data problems and turn data into gold. This is why today for example, this quite a bit of momentum to rethinking monolithic data architectures. You see, you hear about initiatives like data mesh and the idea of data as a product. They're gaining traction as a way to better serve the the data needs of decentralized business Uni users, you hear a lot about data democratization. So these decentralization efforts around data, they're great, but they create a new set of problems. Specifically, how do you deliver like a self-service infrastructure to business users and domain experts? Now the cloud is definitely helping with that, but also how do you automate governance? This becomes especially tricky as protecting data privacy has become more and more important. >>In other words, while it's enticing to experiment and run fast and loose with data initiatives kinda like the Wild West, to find new veins of gold, it has to be done responsibly. As such, the idea of data governance has had to evolve to become more automated. And intelligence governance and data lineage is still fundamental to ensuring trust as data. It moves like water through an organization. No one is gonna use data that isn't trusted. Metadata has become increasingly important for data discovery and data classification. As data flows through an organization, the continuously ability to check for data flaws and automating that data quality, they become a functional requirement of any modern data management platform. And finally, data privacy has become a critical adjacency to cyber security. So you can see how data governance has evolved into a much richer set of capabilities than it was 10 or 15 years ago. >>Hello and welcome to the Cube's coverage of Data Citizens made possible by Calibra, a leader in so-called Data intelligence and the host of Data Citizens 2022, which is taking place in San Diego. My name is Dave Ante and I'm one of the hosts of our program, which is running in parallel to data citizens. Now at the Cube we like to say we extract the signal from the noise, and over the, the next couple of days, we're gonna feature some of the themes from the keynote speakers at Data Citizens and we'll hear from several of the executives. Felix Von Dala, who is the co-founder and CEO of Collibra, will join us along with one of the other founders of Collibra, Stan Christians, who's gonna join my colleague Lisa Martin. I'm gonna also sit down with Laura Sellers, she's the Chief Product Officer at Collibra. We'll talk about some of the, the announcements and innovations they're making at the event, and then we'll dig in further to data quality with Kirk Hasselbeck. >>He's the vice president of Data quality at Collibra. He's an amazingly smart dude who founded Owl dq, a company that he sold to Col to Collibra last year. Now many companies, they didn't make it through the Hado era, you know, they missed the industry waves and they became Driftwood. Collibra, on the other hand, has evolved its business. They've leveraged the cloud, expanded its product portfolio, and leaned in heavily to some major partnerships with cloud providers, as well as receiving a strategic investment from Snowflake earlier this year. So it's a really interesting story that we're thrilled to be sharing with you. Thanks for watching and I hope you enjoy the program. >>Last year, the Cube Covered Data Citizens Collibra's customer event. And the premise that we put forth prior to that event was that despite all the innovation that's gone on over the last decade or more with data, you know, starting with the Hado movement, we had data lakes, we'd spark the ascendancy of programming languages like Python, the introduction of frameworks like TensorFlow, the rise of ai, low code, no code, et cetera. Businesses still find it's too difficult to get more value from their data initiatives. And we said at the time, you know, maybe it's time to rethink data innovation. While a lot of the effort has been focused on, you know, more efficiently storing and processing data, perhaps more energy needs to go into thinking about the people and the process side of the equation, meaning making it easier for domain experts to both gain insights for data, trust the data, and begin to use that data in new ways, fueling data, products, monetization and insights data citizens 2022 is back and we're pleased to have Felix Van Dema, who is the founder and CEO of Collibra. He's on the cube or excited to have you, Felix. Good to see you again. >>Likewise Dave. Thanks for having me again. >>You bet. All right, we're gonna get the update from Felix on the current data landscape, how he sees it, why data intelligence is more important now than ever and get current on what Collibra has been up to over the past year and what's changed since Data Citizens 2021. And we may even touch on some of the product news. So Felix, we're living in a very different world today with businesses and consumers. They're struggling with things like supply chains, uncertain economic trends, and we're not just snapping back to the 2010s. That's clear, and that's really true as well in the world of data. So what's different in your mind, in the data landscape of the 2020s from the previous decade, and what challenges does that bring for your customers? >>Yeah, absolutely. And, and I think you said it well, Dave, and and the intro that that rising complexity and fragmentation in the broader data landscape, that hasn't gotten any better over the last couple of years. When when we talk to our customers, that level of fragmentation, the complexity, how do we find data that we can trust, that we know we can use has only gotten kinda more, more difficult. So that trend that's continuing, I think what is changing is that trend has become much more acute. Well, the other thing we've seen over the last couple of years is that the level of scrutiny that organizations are under respect to data, as data becomes more mission critical, as data becomes more impactful than important, the level of scrutiny with respect to privacy, security, regulatory compliance, as only increasing as well, which again, is really difficult in this environment of continuous innovation, continuous change, continuous growing complexity and fragmentation. >>So it's become much more acute. And, and to your earlier point, we do live in a different world and and the the past couple of years we could probably just kind of brute for it, right? We could focus on, on the top line. There was enough kind of investments to be, to be had. I think nowadays organizations are focused or are, are, are, are, are, are in a very different environment where there's much more focus on cost control, productivity, efficiency, How do we truly get value from that data? So again, I think it just another incentive for organization to now truly look at data and to scale it data, not just from a a technology and infrastructure perspective, but how do you actually scale data from an organizational perspective, right? You said at the the people and process, how do we do that at scale? And that's only, only only becoming much more important. And we do believe that the, the economic environment that we find ourselves in today is gonna be catalyst for organizations to really dig out more seriously if, if, if, if you will, than they maybe have in the have in the best. >>You know, I don't know when you guys founded Collibra, if, if you had a sense as to how complicated it was gonna get, but you've been on a mission to really address these problems from the beginning. How would you describe your, your, your mission and what are you doing to address these challenges? >>Yeah, absolutely. We, we started Colli in 2008. So in some sense and the, the last kind of financial crisis, and that was really the, the start of Colli where we found product market fit, working with large finance institutions to help them cope with the increasing compliance requirements that they were faced with because of the, of the financial crisis and kind of here we are again in a very different environment, of course 15 years, almost 15 years later. But data only becoming more important. But our mission to deliver trusted data for every user, every use case and across every source, frankly, has only become more important. So what has been an incredible journey over the last 14, 15 years, I think we're still relatively early in our mission to again, be able to provide everyone, and that's why we call it data citizens. We truly believe that everyone in the organization should be able to use trusted data in an easy, easy matter. That mission is is only becoming more important, more relevant. We definitely have a lot more work ahead of us because we are still relatively early in that, in that journey. >>Well, that's interesting because, you know, in my observation it takes seven to 10 years to actually build a company and then the fact that you're still in the early days is kind of interesting. I mean, you, Collibra's had a good 12 months or so since we last spoke at Data Citizens. Give us the latest update on your business. What do people need to know about your, your current momentum? >>Yeah, absolutely. Again, there's, there's a lot of tail organizations that are only maturing the data practices and we've seen it kind of transform or, or, or influence a lot of our business growth that we've seen, broader adoption of the platform. We work at some of the largest organizations in the world where it's Adobe, Heineken, Bank of America, and many more. We have now over 600 enterprise customers, all industry leaders and every single vertical. So it's, it's really exciting to see that and continue to partner with those organizations. On the partnership side, again, a lot of momentum in the org in, in the, in the markets with some of the cloud partners like Google, Amazon, Snowflake, data bricks and, and others, right? As those kind of new modern data infrastructures, modern data architectures that are definitely all moving to the cloud, a great opportunity for us, our partners and of course our customers to help them kind of transition to the cloud even faster. >>And so we see a lot of excitement and momentum there within an acquisition about 18 months ago around data quality, data observability, which we believe is an enormous opportunity. Of course, data quality isn't new, but I think there's a lot of reasons why we're so excited about quality and observability now. One is around leveraging ai, machine learning, again to drive more automation. And the second is that those data pipelines that are now being created in the cloud, in these modern data architecture arch architectures, they've become mission critical. They've become real time. And so monitoring, observing those data pipelines continuously has become absolutely critical so that they're really excited about about that as well. And on the organizational side, I'm sure you've heard a term around kind of data mesh, something that's gaining a lot of momentum, rightfully so. It's really the type of governance that we always believe. Then federated focused on domains, giving a lot of ownership to different teams. I think that's the way to scale data organizations. And so that aligns really well with our vision and, and from a product perspective, we've seen a lot of momentum with our customers there as well. >>Yeah, you know, a couple things there. I mean, the acquisition of i l dq, you know, Kirk Hasselbeck and, and their team, it's interesting, you know, the whole data quality used to be this back office function and, and really confined to highly regulated industries. It's come to the front office, it's top of mind for chief data officers, data mesh. You mentioned you guys are a connective tissue for all these different nodes on the data mesh. That's key. And of course we see you at all the shows. You're, you're a critical part of many ecosystems and you're developing your own ecosystem. So let's chat a little bit about the, the products. We're gonna go deeper in into products later on at, at Data Citizens 22, but we know you're debuting some, some new innovations, you know, whether it's, you know, the, the the under the covers in security, sort of making data more accessible for people just dealing with workflows and processes as you talked about earlier. Tell us a little bit about what you're introducing. >>Yeah, absolutely. We're super excited, a ton of innovation. And if we think about the big theme and like, like I said, we're still relatively early in this, in this journey towards kind of that mission of data intelligence that really bolts and compelling mission, either customers are still start, are just starting on that, on that journey. We wanna make it as easy as possible for the, for our organization to actually get started because we know that's important that they do. And for our organization and customers that have been with us for some time, there's still a tremendous amount of opportunity to kind of expand the platform further. And again, to make it easier for really to, to accomplish that mission and vision around that data citizen that everyone has access to trustworthy data in a very easy, easy way. So that's really the theme of a lot of the innovation that we're driving. >>A lot of kind of ease of adoption, ease of use, but also then how do we make sure that lio becomes this kind of mission critical enterprise platform from a security performance architecture scale supportability that we're truly able to deliver that kind of an enterprise mission critical platform. And so that's the big theme from an innovation perspective, From a product perspective, a lot of new innovation that we're really excited about. A couple of highlights. One is around data marketplace. Again, a lot of our customers have plans in that direction, how to make it easy. How do we make, how do we make available to true kind of shopping experience that anybody in your organization can, in a very easy search first way, find the right data product, find the right dataset, that data can then consume usage analytics. How do you, how do we help organizations drive adoption, tell them where they're working really well and where they have opportunities homepages again to, to make things easy for, for people, for anyone in your organization to kind of get started with ppia, you mentioned workflow designer, again, we have a very powerful enterprise platform. >>One of our key differentiators is the ability to really drive a lot of automation through workflows. And now we provided a new low code, no code kind of workflow designer experience. So, so really customers can take it to the next level. There's a lot more new product around K Bear Protect, which in partnership with Snowflake, which has been a strategic investor in kib, focused on how do we make access governance easier? How do we, how do we, how are we able to make sure that as you move to the cloud, things like access management, masking around sensitive data, PII data is managed as much more effective, effective rate, really excited about that product. There's more around data quality. Again, how do we, how do we get that deployed as easily and quickly and widely as we can? Moving that to the cloud has been a big part of our strategy. >>So we launch more data quality cloud product as well as making use of those, those native compute capabilities in platforms like Snowflake, Data, Bricks, Google, Amazon, and others. And so we are bettering a capability, a capability that we call push down. So actually pushing down the computer and data quality, the monitoring into the underlying platform, which again, from a scale performance and ease of use perspective is gonna make a massive difference. And then more broadly, we, we talked a little bit about the ecosystem. Again, integrations, we talk about being able to connect to every source. Integrations are absolutely critical and we're really excited to deliver new integrations with Snowflake, Azure and Google Cloud storage as well. So there's a lot coming out. The, the team has been work at work really hard and we are really, really excited about what we are coming, what we're bringing to markets. >>Yeah, a lot going on there. I wonder if you could give us your, your closing thoughts. I mean, you, you talked about, you know, the marketplace, you know, you think about data mesh, you think of data as product, one of the key principles you think about monetization. This is really different than what we've been used to in data, which is just getting the technology to work has been been so hard. So how do you see sort of the future and, you know, give us the, your closing thoughts please? >>Yeah, absolutely. And I, and I think we we're really at this pivotal moment, and I think you said it well. We, we all know the constraint and the challenges with data, how to actually do data at scale. And while we've seen a ton of innovation on the infrastructure side, we fundamentally believe that just getting a faster database is important, but it's not gonna fully solve the challenges and truly kind of deliver on the opportunity. And that's why now is really the time to deliver this data intelligence vision, this data intelligence platform. We are still early, making it as easy as we can. It's kind of, of our, it's our mission. And so I'm really, really excited to see what we, what we are gonna, how the marks gonna evolve over the next, next few quarters and years. I think the trend is clearly there when we talk about data mesh, this kind of federated approach folks on data products is just another signal that we believe that a lot of our organization are now at the time. >>The understanding need to go beyond just the technology. I really, really think about how do we actually scale data as a business function, just like we've done with it, with, with hr, with, with sales and marketing, with finance. That's how we need to think about data. I think now is the time given the economic environment that we are in much more focus on control, much more focused on productivity efficiency and now's the time. We need to look beyond just the technology and infrastructure to think of how to scale data, how to manage data at scale. >>Yeah, it's a new era. The next 10 years of data won't be like the last, as I always say. Felix, thanks so much and good luck in, in San Diego. I know you're gonna crush it out there. >>Thank you Dave. >>Yeah, it's a great spot for an in-person event and, and of course the content post event is gonna be available@collibra.com and you can of course catch the cube coverage@thecube.net and all the news@siliconangle.com. This is Dave Valante for the cube, your leader in enterprise and emerging tech coverage. >>Hi, I'm Jay from Collibra's Data Office. Today I want to talk to you about Collibra's data intelligence cloud. We often say Collibra is a single system of engagement for all of your data. Now, when I say data, I mean data in the broadest sense of the word, including reference and metadata. Think of metrics, reports, APIs, systems, policies, and even business processes that produce or consume data. Now, the beauty of this platform is that it ensures all of your users have an easy way to find, understand, trust, and access data. But how do you get started? Well, here are seven steps to help you get going. One, start with the data. What's data intelligence? Without data leverage the Collibra data catalog to automatically profile and classify your enterprise data wherever that data lives, databases, data lakes or data warehouses, whether on the cloud or on premise. >>Two, you'll then wanna organize the data and you'll do that with data communities. This can be by department, find a business or functional team, however your organization organizes work and accountability. And for that you'll establish community owners, communities, make it easy for people to navigate through the platform, find the data and will help create a sense of belonging for users. An important and related side note here, we find it's typical in many organizations that data is thought of is just an asset and IT and data offices are viewed as the owners of it and who are really the central teams performing analytics as a service provider to the enterprise. We believe data is more than an asset, it's a true product that can be converted to value. And that also means establishing business ownership of data where that strategy and ROI come together with subject matter expertise. >>Okay, three. Next, back to those communities there, the data owners should explain and define their data, not just the tables and columns, but also the related business terms, metrics and KPIs. These objects we call these assets are typically organized into business glossaries and data dictionaries. I definitely recommend starting with the topics that are most important to the business. Four, those steps that enable you and your users to have some fun with it. Linking everything together builds your knowledge graph and also known as a metadata graph by linking or relating these assets together. For example, a data set to a KPI to a report now enables your users to see what we call the lineage diagram that visualizes where the data in your dashboards actually came from and what the data means and who's responsible for it. Speaking of which, here's five. Leverage the calibra trusted business reporting solution on the marketplace, which comes with workflows for those owners to certify their reports, KPIs, and data sets. >>This helps them force their trust in their data. Six, easy to navigate dashboards or landing pages right in your platform for your company's business processes are the most effective way for everyone to better understand and take action on data. Here's a pro tip, use the dashboard design kit on the marketplace to help you build compelling dashboards. Finally, seven, promote the value of this to your users and be sure to schedule enablement office hours and new employee onboarding sessions to get folks excited about what you've built and implemented. Better yet, invite all of those community and data owners to these sessions so that they can show off the value that they've created. Those are my seven tips to get going with Collibra. I hope these have been useful. For more information, be sure to visit collibra.com. >>Welcome to the Cube's coverage of Data Citizens 2022 Collibra's customer event. My name is Dave Valante. With us is Kirk Hasselbeck, who's the vice president of Data Quality of Collibra Kirk, good to see you. Welcome. >>Thanks for having me, Dave. Excited to be here. >>You bet. Okay, we're gonna discuss data quality observability. It's a hot trend right now. You founded a data quality company, OWL dq, and it was acquired by Collibra last year. Congratulations. And now you lead data quality at Collibra. So we're hearing a lot about data quality right now. Why is it such a priority? Take us through your thoughts on that. >>Yeah, absolutely. It's, it's definitely exciting times for data quality, which you're right, has been around for a long time. So why now and why is it so much more exciting than it used to be? I think it's a bit stale, but we all know that companies use more data than ever before and the variety has changed and the volume has grown. And, and while I think that remains true, there are a couple other hidden factors at play that everyone's so interested in as, as to why this is becoming so important now. And, and I guess you could kind of break this down simply and think about if Dave, you and I were gonna build, you know, a new healthcare application and monitor the heartbeat of individuals, imagine if we get that wrong, you know, what the ramifications could be, what, what those incidents would look like, or maybe better yet, we try to build a, a new trading algorithm with a crossover strategy where the 50 day crosses the, the 10 day average. >>And imagine if the data underlying the inputs to that is incorrect. We will probably have major financial ramifications in that sense. So, you know, it kind of starts there where everybody's realizing that we're all data companies and if we are using bad data, we're likely making incorrect business decisions. But I think there's kind of two other things at play. You know, I, I bought a car not too long ago and my dad called and said, How many cylinders does it have? And I realized in that moment, you know, I might have failed him because, cause I didn't know. And, and I used to ask those types of questions about any lock brakes and cylinders and, and you know, if it's manual or, or automatic and, and I realized I now just buy a car that I hope works. And it's so complicated with all the computer chips, I, I really don't know that much about it. >>And, and that's what's happening with data. We're just loading so much of it. And it's so complex that the way companies consume them in the IT function is that they bring in a lot of data and then they syndicate it out to the business. And it turns out that the, the individuals loading and consuming all of this data for the company actually may not know that much about the data itself, and that's not even their job anymore. So we'll talk more about that in a minute, but that's really what's setting the foreground for this observability play and why everybody's so interested. It, it's because we're becoming less close to the intricacies of the data and we just expect it to always be there and be correct. >>You know, the other thing too about data quality, and for years we did the MIT CDO IQ event, we didn't do it last year, Covid messed everything up. But the observation I would make there thoughts is, is it data quality? Used to be information quality used to be this back office function, and then it became sort of front office with financial services and government and healthcare, these highly regulated industries. And then the whole chief data officer thing happened and people were realizing, well, they sort of flipped the bit from sort of a data as a, a risk to data as a, as an asset. And now as we say, we're gonna talk about observability. And so it's really become front and center just the whole quality issue because data's so fundamental, hasn't it? >>Yeah, absolutely. I mean, let's imagine we pull up our phones right now and I go to my, my favorite stock ticker app and I check out the NASDAQ market cap. I really have no idea if that's the correct number. I know it's a number, it looks large, it's in a numeric field. And, and that's kind of what's going on. There's, there's so many numbers and they're coming from all of these different sources and data providers and they're getting consumed and passed along. But there isn't really a way to tactically put controls on every number and metric across every field we plan to monitor, but with the scale that we've achieved in early days, even before calibra. And what's been so exciting is we have these types of observation techniques, these data monitors that can actually track past performance of every field at scale. And why that's so interesting and why I think the CDO is, is listening right intently nowadays to this topic is, so maybe we could surface all of these problems with the right solution of data observability and with the right scale and then just be alerted on breaking trends. So we're sort of shifting away from this world of must write a condition and then when that condition breaks, that was always known as a break record. But what about breaking trends and root cause analysis? And is it possible to do that, you know, with less human intervention? And so I think most people are seeing now that it's going to have to be a software tool and a computer system. It's, it's not ever going to be based on one or two domain experts anymore. >>So, So how does data observability relate to data quality? Are they sort of two sides of the same coin? Are they, are they cousins? What's your perspective on that? >>Yeah, it's, it's super interesting. It's an emerging market. So the language is changing a lot of the topic and areas changing the way that I like to say it or break it down because the, the lingo is constantly moving is, you know, as a target on this space is really breaking records versus breaking trends. And I could write a condition when this thing happens, it's wrong and when it doesn't it's correct. Or I could look for a trend and I'll give you a good example. You know, everybody's talking about fresh data and stale data and, and why would that matter? Well, if your data never arrived or only part of it arrived or didn't arrive on time, it's likely stale and there will not be a condition that you could write that would show you all the good in the bads. That was kind of your, your traditional approach of data quality break records. But your modern day approach is you lost a significant portion of your data, or it did not arrive on time to make that decision accurately on time. And that's a hidden concern. Some people call this freshness, we call it stale data, but it all points to the same idea of the thing that you're observing may not be a data quality condition anymore. It may be a breakdown in the data pipeline. And with thousands of data pipelines in play for every company out there there, there's more than a couple of these happening every day. >>So what's the Collibra angle on all this stuff made the acquisition, you got data quality observability coming together, you guys have a lot of expertise in, in this area, but you hear providence of data, you just talked about, you know, stale data, you know, the, the whole trend toward real time. How is Calibra approaching the problem and what's unique about your approach? >>Well, I think where we're fortunate is with our background, myself and team, we sort of lived this problem for a long time, you know, in, in the Wall Street days about a decade ago. And we saw it from many different angles. And what we came up with before it was called data observability or reliability was basically the, the underpinnings of that. So we're a little bit ahead of the curve there when most people evaluate our solution, it's more advanced than some of the observation techniques that that currently exist. But we've also always covered data quality and we believe that people want to know more, they need more insights, and they want to see break records and breaking trends together so they can correlate the root cause. And we hear that all the time. I have so many things going wrong, just show me the big picture, help me find the thing that if I were to fix it today would make the most impact. So we're really focused on root cause analysis, business impact, connecting it with lineage and catalog metadata. And as that grows, you can actually achieve total data governance at this point with the acquisition of what was a Lineage company years ago, and then my company Ldq now Collibra, Data quality Collibra may be the best positioned for total data governance and intelligence in the space. >>Well, you mentioned financial services a couple of times and some examples, remember the flash crash in 2010. Nobody had any idea what that was, you know, they just said, Oh, it's a glitch, you know, so they didn't understand the root cause of it. So this is a really interesting topic to me. So we know at Data Citizens 22 that you're announcing, you gotta announce new products, right? You're yearly event what's, what's new. Give us a sense as to what products are coming out, but specifically around data quality and observability. >>Absolutely. There's this, you know, there's always a next thing on the forefront. And the one right now is these hyperscalers in the cloud. So you have databases like Snowflake and Big Query and Data Bricks is Delta Lake and SQL Pushdown. And ultimately what that means is a lot of people are storing in loading data even faster in a SaaS like model. And we've started to hook in to these databases. And while we've always worked with the the same databases in the past, they're supported today we're doing something called Native Database pushdown, where the entire compute and data activity happens in the database. And why that is so interesting and powerful now is everyone's concerned with something called Egress. Did your, my data that I've spent all this time and money with my security team securing ever leave my hands, did it ever leave my secure VPC as they call it? >>And with these native integrations that we're building and about to unveil, here's kind of a sneak peek for, for next week at Data Citizens. We're now doing all compute and data operations in databases like Snowflake. And what that means is with no install and no configuration, you could log into the Collibra data quality app and have all of your data quality running inside the database that you've probably already picked as your your go forward team selection secured database of choice. So we're really excited about that. And I think if you look at the whole landscape of network cost, egress, cost, data storage and compute, what people are realizing is it's extremely efficient to do it in the way that we're about to release here next week. >>So this is interesting because what you just described, you know, you mentioned Snowflake, you mentioned Google, Oh actually you mentioned yeah, data bricks. You know, Snowflake has the data cloud. If you put everything in the data cloud, okay, you're cool, but then Google's got the open data cloud. If you heard, you know, Google next and now data bricks doesn't call it the data cloud, but they have like the open source data cloud. So you have all these different approaches and there's really no way up until now I'm, I'm hearing to, to really understand the relationships between all those and have confidence across, you know, it's like Jak Dani, you should just be a note on the mesh. And I don't care if it's a data warehouse or a data lake or where it comes from, but it's a point on that mesh and I need tooling to be able to have confidence that my data is governed and has the proper lineage, providence. And, and, and that's what you're bringing to the table, Is that right? Did I get that right? >>Yeah, that's right. And it's, for us, it's, it's not that we haven't been working with those great cloud databases, but it's the fact that we can send them the instructions now, we can send them the, the operating ability to crunch all of the calculations, the governance, the quality, and get the answers. And what that's doing, it's basically zero network costs, zero egress cost, zero latency of time. And so when you were to log into Big Query tomorrow using our tool or like, or say Snowflake for example, you have instant data quality metrics, instant profiling, instant lineage and access privacy controls, things of that nature that just become less onerous. What we're seeing is there's so much technology out there, just like all of the major brands that you mentioned, but how do we make it easier? The future is about less clicks, faster time to value, faster scale, and eventually lower cost. And, and we think that this positions us to be the leader there. >>I love this example because, you know, Barry talks about, wow, the cloud guys are gonna own the world and, and of course now we're seeing that the ecosystem is finding so much white space to add value, connect across cloud. Sometimes we call it super cloud and so, or inter clouding. All right, Kirk, give us your, your final thoughts and on on the trends that we've talked about and Data Citizens 22. >>Absolutely. Well, I think, you know, one big trend is discovery and classification. Seeing that across the board, people used to know it was a zip code and nowadays with the amount of data that's out there, they wanna know where everything is, where their sensitive data is. If it's redundant, tell me everything inside of three to five seconds. And with that comes, they want to know in all of these hyperscale databases how fast they can get controls and insights out of their tools. So I think we're gonna see more one click solutions, more SAS based solutions and solutions that hopefully prove faster time to value on, on all of these modern cloud platforms. >>Excellent. All right, Kurt Hasselbeck, thanks so much for coming on the Cube and previewing Data Citizens 22. Appreciate it. >>Thanks for having me, Dave. >>You're welcome. Right, and thank you for watching. Keep it right there for more coverage from the Cube. Welcome to the Cube's virtual Coverage of Data Citizens 2022. My name is Dave Valante and I'm here with Laura Sellers, who's the Chief Product Officer at Collibra, the host of Data Citizens. Laura, welcome. Good to see you. >>Thank you. Nice to be here. >>Yeah, your keynote at Data Citizens this year focused on, you know, your mission to drive ease of use and scale. Now when I think about historically fast access to the right data at the right time in a form that's really easily consumable, it's been kind of challenging, especially for business users. Can can you explain to our audience why this matters so much and what's actually different today in the data ecosystem to make this a reality? >>Yeah, definitely. So I think what we really need and what I hear from customers every single day is that we need a new approach to data management and our product teams. What inspired me to come to Calibra a little bit a over a year ago was really the fact that they're very focused on bringing trusted data to more users across more sources for more use cases. And so as we look at what we're announcing with these innovations of ease of use and scale, it's really about making teams more productive in getting started with and the ability to manage data across the entire organization. So we've been very focused on richer experiences, a broader ecosystem of partners, as well as a platform that delivers performance, scale and security that our users and teams need and demand. So as we look at, Oh, go ahead. >>I was gonna say, you know, when I look back at like the last 10 years, it was all about getting the technology to work and it was just so complicated. But, but please carry on. I'd love to hear more about this. >>Yeah, I, I really, you know, Collibra is a system of engagement for data and we really are working on bringing that entire system of engagement to life for everyone to leverage here and now. So what we're announcing from our ease of use side of the world is first our data marketplace. This is the ability for all users to discover and access data quickly and easily shop for it, if you will. The next thing that we're also introducing is the new homepage. It's really about the ability to drive adoption and have users find data more quickly. And then the two more areas of the ease of use side of the world is our world of usage analytics. And one of the big pushes and passions we have at Collibra is to help with this data driven culture that all companies are trying to create. And also helping with data literacy, with something like usage analytics, it's really about driving adoption of the CLE platform, understanding what's working, who's accessing it, what's not. And then finally we're also introducing what's called workflow designer. And we love our workflows at Libra, it's a big differentiator to be able to automate business processes. The designer is really about a way for more people to be able to create those workflows, collaborate on those workflow flows, as well as people to be able to easily interact with them. So a lot of exciting things when it comes to ease of use to make it easier for all users to find data. >>Y yes, there's definitely a lot to unpack there. I I, you know, you mentioned this idea of, of of, of shopping for the data. That's interesting to me. Why this analogy, metaphor or analogy, I always get those confused. I let's go with analogy. Why is it so important to data consumers? >>I think when you look at the world of data, and I talked about this system of engagement, it's really about making it more accessible to the masses. And what users are used to is a shopping experience like your Amazon, if you will. And so having a consumer grade experience where users can quickly go in and find the data, trust that data, understand where the data's coming from, and then be able to quickly access it, is the idea of being able to shop for it, just making it as simple as possible and really speeding the time to value for any of the business analysts, data analysts out there. >>Yeah, I think when you, you, you see a lot of discussion about rethinking data architectures, putting data in the hands of the users and business people, decentralized data and of course that's awesome. I love that. But of course then you have to have self-service infrastructure and you have to have governance. And those are really challenging. And I think so many organizations, they're facing adoption challenges, you know, when it comes to enabling teams generally, especially domain experts to adopt new data technologies, you know, like the, the tech comes fast and furious. You got all these open source projects and get really confusing. Of course it risks security, governance and all that good stuff. You got all this jargon. So where do you see, you know, the friction in adopting new data technologies? What's your point of view and how can organizations overcome these challenges? >>You're, you're dead on. There's so much technology and there's so much to stay on top of, which is part of the friction, right? It's just being able to stay ahead of, of and understand all the technologies that are coming. You also look at as there's so many more sources of data and people are migrating data to the cloud and they're migrating to new sources. Where the friction comes is really that ability to understand where the data came from, where it's moving to, and then also to be able to put the access controls on top of it. So people are only getting access to the data that they should be getting access to. So one of the other things we're announcing with, with all of the innovations that are coming is what we're doing around performance and scale. So with all of the data movement, with all of the data that's out there, the first thing we're launching in the world of performance and scale is our world of data quality. >>It's something that Collibra has been working on for the past year and a half, but we're launching the ability to have data quality in the cloud. So it's currently an on-premise offering, but we'll now be able to carry that over into the cloud for us to manage that way. We're also introducing the ability to push down data quality into Snowflake. So this is, again, one of those challenges is making sure that that data that you have is d is is high quality as you move forward. And so really another, we're just reducing friction. You already have Snowflake stood up. It's not another machine for you to manage, it's just push down capabilities into Snowflake to be able to track that quality. Another thing that we're launching with that is what we call Collibra Protect. And this is that ability for users to be able to ingest metadata, understand where the PII data is, and then set policies up on top of it. So very quickly be able to set policies and have them enforced at the data level. So anybody in the organization is only getting access to the data they should have access to. >>Here's Topica data quality is interesting. It's something that I've followed for a number of years. It used to be a back office function, you know, and really confined only to highly regulated industries like financial services and healthcare and government. You know, you look back over a decade ago, you didn't have this worry about personal information, g gdpr, and, you know, California Consumer Privacy Act all becomes, becomes so much important. The cloud is really changed things in terms of performance and scale and of course partnering for, for, with Snowflake it's all about sharing data and monetization, anything but a back office function. So it was kind of smart that you guys were early on and of course attracting them and as a, as an investor as well was very strong validation. What can you tell us about the nature of the relationship with Snowflake and specifically inter interested in sort of joint engineering or, and product innovation efforts, you know, beyond the standard go to market stuff? >>Definitely. So you mentioned there were a strategic investor in Calibra about a year ago. A little less than that I guess. We've been working with them though for over a year really tightly with their product and engineering teams to make sure that Collibra is adding real value. Our unified platform is touching pieces of our unified platform or touching all pieces of Snowflake. And when I say that, what I mean is we're first, you know, able to ingest data with Snowflake, which, which has always existed. We're able to profile and classify that data we're announcing with Calibra Protect this week that you're now able to create those policies on top of Snowflake and have them enforce. So again, people can get more value out of their snowflake more quickly as far as time to value with, with our policies for all business users to be able to create. >>We're also announcing Snowflake Lineage 2.0. So this is the ability to take stored procedures in Snowflake and understand the lineage of where did the data come from, how was it transformed with within Snowflake as well as the data quality. Pushdown, as I mentioned, data quality, you brought it up. It is a new, it is a, a big industry push and you know, one of the things I think Gartner mentioned is people are losing up to $15 million without having great data quality. So this push down capability for Snowflake really is again, a big ease of use push for us at Collibra of that ability to, to push it into snowflake, take advantage of the data, the data source, and the engine that already lives there and get the right and make sure you have the right quality. >>I mean, the nice thing about Snowflake, if you play in the Snowflake sandbox, you, you, you, you can get sort of a, you know, high degree of confidence that the data sharing can be done in a safe way. Bringing, you know, Collibra into the, into the story allows me to have that data quality and, and that governance that I, that I need. You know, we've said many times on the cube that one of the notable differences in cloud this decade versus last decade, I mean ob there are obvious differences just in terms of scale and scope, but it's shaping up to be about the strength of the ecosystems. That's really a hallmark of these big cloud players. I mean they're, it's a key factor for innovating, accelerating product delivery, filling gaps in, in the hyperscale offerings cuz you got more stack, you know, mature stack capabilities and you know, it creates this flywheel momentum as we often say. But, so my question is, how do you work with the hyperscalers? Like whether it's AWS or Google, whomever, and what do you see as your role and what's the Collibra sweet spot? >>Yeah, definitely. So, you know, one of the things I mentioned early on is the broader ecosystem of partners is what it's all about. And so we have that strong partnership with Snowflake. We also are doing more with Google around, you know, GCP and kbra protect there, but also tighter data plex integration. So similar to what you've seen with our strategic moves around Snowflake and, and really covering the broad ecosystem of what Collibra can do on top of that data source. We're extending that to the world of Google as well and the world of data plex. We also have great partners in SI's Infosys is somebody we spoke with at the conference who's done a lot of great work with Levi's as they're really important to help people with their whole data strategy and driving that data driven culture and, and Collibra being the core of it. >>Hi Laura, we're gonna, we're gonna end it there, but I wonder if you could kind of put a bow on, you know, this year, the event your, your perspectives. So just give us your closing thoughts. >>Yeah, definitely. So I, I wanna say this is one of the biggest releases Collibra's ever had. Definitely the biggest one since I've been with the company a little over a year. We have all these great new product innovations coming to really drive the ease of use to make data more valuable for users everywhere and, and companies everywhere. And so it's all about everybody being able to easily find, understand, and trust and get access to that data going forward. >>Well congratulations on all the pro progress. It was great to have you on the cube first time I believe, and really appreciate you, you taking the time with us. >>Yes, thank you for your time. >>You're very welcome. Okay, you're watching the coverage of Data Citizens 2022 on the cube, your leader in enterprise and emerging tech coverage. >>So data modernization oftentimes means moving some of your storage and computer to the cloud where you get the benefit of scale and security and so on. But ultimately it doesn't take away the silos that you have. We have more locations, more tools and more processes with which we try to get value from this data. To do that at scale in an organization, people involved in this process, they have to understand each other. So you need to unite those people across those tools, processes, and systems with a shared language. When I say customer, do you understand the same thing as you hearing customer? Are we counting them in the same way so that shared language unites us and that gives the opportunity for the organization as a whole to get the maximum value out of their data assets and then they can democratize data so everyone can properly use that shared language to find, understand, and trust the data asset that's available. >>And that's where Collibra comes in. We provide a centralized system of engagement that works across all of those locations and combines all of those different user types across the whole business. At Collibra, we say United by data and that also means that we're united by data with our customers. So here is some data about some of our customers. There was the case of an online do it yourself platform who grew their revenue almost three times from a marketing campaign that provided the right product in the right hands of the right people. In other case that comes to mind is from a financial services organization who saved over 800 K every year because they were able to reuse the same data in different kinds of reports and before there was spread out over different tools and processes and silos, and now the platform brought them together so they realized, oh, we're actually using the same data, let's find a way to make this more efficient. And the last example that comes to mind is that of a large home loan, home mortgage, mortgage loan provider where they have a very complex landscape, a very complex architecture legacy in the cloud, et cetera. And they're using our software, they're using our platform to unite all the people and those processes and tools to get a common view of data to manage their compliance at scale. >>Hey everyone, I'm Lisa Martin covering Data Citizens 22, brought to you by Collibra. This next conversation is gonna focus on the importance of data culture. One of our Cube alumni is back, Stan Christians is Collibra's co-founder and it's Chief Data citizens. Stan, it's great to have you back on the cube. >>Hey Lisa, nice to be. >>So we're gonna be talking about the importance of data culture, data intelligence, maturity, all those great things. When we think about the data revolution that every business is going through, you know, it's so much more than technology innovation. It also really re requires cultural transformation, community transformation. Those are challenging for customers to undertake. Talk to us about what you mean by data citizenship and the role that creating a data culture plays in that journey. >>Right. So as you know, our event is called Data Citizens because we believe that in the end, a data citizen is anyone who uses data to do their job. And we believe that today's organizations, you have a lot of people, most of the employees in an organization are somehow gonna to be a data citizen, right? So you need to make sure that these people are aware of it. You need that. People have skills and competencies to do with data what necessary and that's on, all right? So what does it mean to have a good data culture? It means that if you're building a beautiful dashboard to try and convince your boss, we need to make this decision that your boss is also open to and able to interpret, you know, the data presented in dashboard to actually make that decision and take that action. Right? >>And once you have that why to the organization, that's when you have a good data culture. Now that's continuous effort for most organizations because they're always moving, somehow they're hiring new people and it has to be continuous effort because we've seen that on the hand. Organizations continue challenged their data sources and where all the data is flowing, right? Which in itself creates a lot of risk. But also on the other set hand of the equation, you have the benefit. You know, you might look at regulatory drivers like, we have to do this, right? But it's, it's much better right now to consider the competitive drivers, for example, and we did an IDC study earlier this year, quite interesting. I can recommend anyone to it. And one of the conclusions they found as they surveyed over a thousand people across organizations worldwide is that the ones who are higher in maturity. >>So the, the organizations that really look at data as an asset, look at data as a product and actively try to be better at it, don't have three times as good a business outcome as the ones who are lower on the maturity scale, right? So you can say, ok, I'm doing this, you know, data culture for everyone, awakening them up as data citizens. I'm doing this for competitive reasons, I'm doing this re reasons you're trying to bring both of those together and the ones that get data intelligence right, are successful and competitive. That's, and that's what we're seeing out there in the market. >>Absolutely. We know that just generally stand right, the organizations that are, are really creating a, a data culture and enabling everybody within the organization to become data citizens are, We know that in theory they're more competitive, they're more successful. But the IDC study that you just mentioned demonstrates they're three times more successful and competitive than their peers. Talk about how Collibra advises customers to create that community, that culture of data when it might be challenging for an organization to adapt culturally. >>Of course, of course it's difficult for an organization to adapt but it's also necessary, as you just said, imagine that, you know, you're a modern day organization, laptops, what have you, you're not using those, right? Or you know, you're delivering them throughout organization, but not enabling your colleagues to actually do something with that asset. Same thing as through with data today, right? If you're not properly using the data asset and competitors are, they're gonna to get more advantage. So as to how you get this done, establish this. There's angles to look at, Lisa. So one angle is obviously the leadership whereby whoever is the boss of data in the organization, you typically have multiple bosses there, like achieve data officers. Sometimes there's, there's multiple, but they may have a different title, right? So I'm just gonna summarize it as a data leader for a second. >>So whoever that is, they need to make sure that there's a clear vision, a clear strategy for data. And that strategy needs to include the monetization aspect. How are you going to get value from data? Yes. Now that's one part because then you can leadership in the organization and also the business value. And that's important. Cause those people, their job in essence really is to make everyone in the organization think about data as an asset. And I think that's the second part of the equation of getting that right, is it's not enough to just have that leadership out there, but you also have to get the hearts and minds of the data champions across the organization. You, I really have to win them over. And if you have those two combined and obviously a good technology to, you know, connect those people and have them execute on their responsibilities such as a data intelligence platform like s then the in place to really start upgrading that culture inch by inch if you'll, >>Yes, I like that. The recipe for success. So you are the co-founder of Collibra. You've worn many different hats along this journey. Now you're building Collibra's own data office. I like how before we went live, we were talking about Calibra is drinking its own champagne. I always loved to hear stories about that. You're speaking at Data Citizens 2022. Talk to us about how you are building a data culture within Collibra and what maybe some of the specific projects are that Collibra's data office is working on. >>Yes, and it is indeed data citizens. There are a ton of speaks here, are very excited. You know, we have Barb from m MIT speaking about data monetization. We have Dilla at the last minute. So really exciting agen agenda. Can't wait to get back out there essentially. So over the years at, we've doing this since two and eight, so a good years and I think we have another decade of work ahead in the market, just to be very clear. Data is here to stick around as are we. And myself, you know, when you start a company, we were for people in a, if you, so everybody's wearing all sorts of hat at time. But over the years I've run, you know, presales that sales partnerships, product cetera. And as our company got a little bit biggish, we're now thousand two. Something like people in the company. >>I believe systems and processes become a lot important. So we said you CBRA isn't the size our customers we're getting there in of organization structure, process systems, et cetera. So we said it's really time for us to put our money where is and to our own data office, which is what we were seeing customers', organizations worldwide. And they organizations have HR units, they have a finance unit and over time they'll all have a department if you'll, that is responsible somehow for the data. So we said, ok, let's try to set an examples that other people can take away with it, right? Can take away from it. So we set up a data strategy, we started building data products, took care of the data infrastructure. That's sort of good stuff. And in doing all of that, ISA exactly as you said, we said, okay, we need to also use our product and our own practices and from that use, learn how we can make the product better, learn how we make, can make the practice better and share that learning with all the, and on, on the Monday mornings, we sometimes refer to eating our dog foods on Friday evenings. >>We referred to that drinking our own champagne. I like it. So we, we had a, we had the driver to do this. You know, there's a clear business reason. So we involved, we included that in the data strategy and that's a little bit of our origin. Now how, how do we organize this? We have three pillars, and by no means is this a template that everyone should, this is just the organization that works at our company, but it can serve as an inspiration. So we have a pillar, which is data science. The data product builders, if you'll or the people who help the business build data products. We have the data engineers who help keep the lights on for that data platform to make sure that the products, the data products can run, the data can flow and you know, the quality can be checked. >>And then we have a data intelligence or data governance builders where we have those data governance, data intelligence stakeholders who help the business as a sort of data partner to the business stakeholders. So that's how we've organized it. And then we started following the CBRA approach, which is, well, what are the challenges that our business stakeholders have in hr, finance, sales, marketing all over? And how can data help overcome those challenges? And from those use cases, we then just started to build a map and started execution use of the use case. And a important ones are very simple. We them with our, our customers as well, people talking about the cata, right? The catalog for the data scientists to know what's in their data lake, for example, and for the people in and privacy. So they have their process registry and they can see how the data flows. >>So that's a starting place and that turns into a marketplace so that if new analysts and data citizens join kbra, they immediately have a place to go to, to look at, see, ok, what data is out there for me as an analyst or a data scientist or whatever to do my job, right? So they can immediately get access data. And another one that we is around trusted business. We're seeing that since, you know, self-service BI allowed everyone to make beautiful dashboards, you know, pie, pie charts. I always, my pet pee is the pie chart because I love buy and you shouldn't always be using pie charts. But essentially there's become proliferation of those reports. And now executives don't really know, okay, should I trust this report or that report the reporting on the same thing. But the numbers seem different, right? So that's why we have trusted this reporting. So we know if a, the dashboard, a data product essentially is built, we not that all the right steps are being followed and that whoever is consuming that can be quite confident in the result either, Right. And that silver browser, right? Absolutely >>Decay. >>Exactly. Yes, >>Absolutely. Talk a little bit about some of the, the key performance indicators that you're using to measure the success of the data office. What are some of those KPIs? >>KPIs and measuring is a big topic in the, in the data chief data officer profession, I would say, and again, it always varies with to your organization, but there's a few that we use that might be of interest. Use those pillars, right? And we have metrics across those pillars. So for example, a pillar on the data engineering side is gonna be more related to that uptime, right? Are the, is the data platform up and running? Are the data products up and running? Is the quality in them good enough? Is it going up? Is it going down? What's the usage? But also, and especially if you're in the cloud and if consumption's a big thing, you have metrics around cost, for example, right? So that's one set of examples. Another one is around the data sciences and products. Are people using them? Are they getting value from it? >>Can we calculate that value in ay perspective, right? Yeah. So that we can to the rest of the business continue to say we're tracking all those numbers and those numbers indicate that value is generated and how much value estimated in that region. And then you have some data intelligence, data governance metrics, which is, for example, you have a number of domains in a data mesh. People talk about being the owner of a data domain, for example, like product or, or customer. So how many of those domains do you have covered? How many of them are already part of the program? How many of them have owners assigned? How well are these owners organized, executing on their responsibilities? How many tickets are open closed? How many data products are built according to process? And so and so forth. So these are an set of examples of, of KPIs. There's a, there's a lot more, but hopefully those can already inspire the audience. >>Absolutely. So we've, we've talked about the rise cheap data offices, it's only accelerating. You mentioned this is like a 10 year journey. So if you were to look into a crystal ball, what do you see in terms of the maturation of data offices over the next decade? >>So we, we've seen indeed the, the role sort of grow up, I think in, in thousand 10 there may have been like 10 achieve data officers or something. Gartner has exact numbers on them, but then they grew, you know, industries and the number is estimated to be about 20,000 right now. Wow. And they evolved in a sort of stack of competencies, defensive data strategy, because the first chief data officers were more regulatory driven, offensive data strategy support for the digital program. And now all about data products, right? So as a data leader, you now need all of those competences and need to include them in, in your strategy. >>How is that going to evolve for the next couple of years? I wish I had one of those balls, right? But essentially I think for the next couple of years there's gonna be a lot of people, you know, still moving along with those four levels of the stack. A lot of people I see are still in version one and version two of the chief data. So you'll see over the years that's gonna evolve more digital and more data products. So for next years, my, my prediction is it's all products because it's an immediate link between data and, and the essentially, right? Right. So that's gonna be important and quite likely a new, some new things will be added on, which nobody can predict yet. But we'll see those pop up in a few years. I think there's gonna be a continued challenge for the chief officer role to become a real executive role as opposed to, you know, somebody who claims that they're executive, but then they're not, right? >>So the real reporting level into the board, into the CEO for example, will continue to be a challenging point. But the ones who do get that done will be the ones that are successful and the ones who get that will the ones that do it on the basis of data monetization, right? Connecting value to the data and making that value clear to all the data citizens in the organization, right? And in that sense, they'll need to have both, you know, technical audiences and non-technical audiences aligned of course. And they'll need to focus on adoption. Again, it's not enough to just have your data office be involved in this. It's really important that you're waking up data citizens across the organization and you make everyone in the organization think about data as an asset. >>Absolutely. Because there's so much value that can be extracted. Organizations really strategically build that data office and democratize access across all those data citizens. Stan, this is an exciting arena. We're definitely gonna keep our eyes on this. Sounds like a lot of evolution and maturation coming from the data office perspective. From the data citizen perspective. And as the data show that you mentioned in that IDC study, you mentioned Gartner as well, organizations have so much more likelihood of being successful and being competitive. So we're gonna watch this space. Stan, thank you so much for joining me on the cube at Data Citizens 22. We appreciate it. >>Thanks for having me over >>From Data Citizens 22, I'm Lisa Martin, you're watching The Cube, the leader in live tech coverage. >>Okay, this concludes our coverage of Data Citizens 2022, brought to you by Collibra. Remember, all these videos are available on demand@thecube.net. And don't forget to check out silicon angle.com for all the news and wiki bod.com for our weekly breaking analysis series where we cover many data topics and share survey research from our partner ETR Enterprise Technology Research. If you want more information on the products announced at Data Citizens, go to collibra.com. There are tons of resources there. You'll find analyst reports, product demos. It's really worthwhile to check those out. Thanks for watching our program and digging into Data Citizens 2022 on the Cube, your leader in enterprise and emerging tech coverage. We'll see you soon.

>>Hello everyone and welcome back to Motor City, Michigan. We're live from the Cube and my name is Savannah Peterson. Joined this afternoon with my co-host John Ferer. John, how you doing? Doing >>Great. This next segment's gonna be awesome about application modernization, scaling pluses. This is what's gonna, how are the next generation software revolution? It's gonna be >>Fun. You know, it's kind of been a theme of our day today is scale. And when we think about the complex orchestration platform that is Kubernetes, everyone wants to scale faster, quicker, more efficiently, and our guests are here to tell us all about that. Please welcome to Char and Andy, thank you so much for being here with us. You were on the Red Hat OpenShift team. Yeah. I suspect most of our audience is familiar, but just in case, let's give 'em a quick one-liner pitch so everyone's on the same page. Tell us about OpenShift. >>I, I'll take that one. OpenShift is our ES platform is our ES distribution. You can consume it as a self-managed platform or you can consume it as a managed service on on public clouds. And so we just call it all OpenShift. So it's basically Kubernetes, but you know, with a CNCF ecosystem around it to make things more easier. So maybe there's two >>Lights. So what does being at coupon mean for you? How does it feel to be here? What's your initial takes? >>Exciting. I'm having a fantastic time. I haven't been to coupon since San Diego, so it's great to be back in person and see old friends, make new friends, have hallway conversations. It's, it's great as an engineer trying to work in this ecosystem, just being able to, to be in the same place with these folks. >>And you gotta ask, before we came on camera, you're like, this is like my sixth co con. We were like, we're seven, you know, But that's a lot of co coupons. It >>Is, yes. I mean, so what, >>Yes. >>Take us status >>For sure. Where we are now. Compare and contrast co. Your first co con, just scope it out. What's the magnitude of change? If you had to put a pin on that, because there's a lot of new people coming in, they might not have seen where it's come from and how we got here is maybe not how we're gonna get to the next >>Level. I've seen it grow tremendously since the first one I went to, which I think was Austin several years ago. And what's great is seeing lots of new people interested in contributing and also seeing end users who are trying to figure out the best way to take advantage of this great ecosystem that we have. >>Awesome. And the project management side, you get the keys to the Kingdom with Red Hat OpenShift, which has been successful. Congratulations by the way. Thank you. We watched that grow and really position right on the wave. It's going great. What's the update on on the product? Kind of, you're in a good, good position right now. Yeah, >>No, we we're feeling good about it. It's all about our customers. Obviously the fact that, you know, we have thousands of customers using OpenShift as the cloud native platform, the container platform. We're very excited. The great thing about them is that, I mean you can go to like OpenShift Commons is kind of a user group that we run on the first day, like on Tuesday we ran. I mean you should see the number of just case studies that our customers went through there, you know? And it is fantastic to see that. I mean it's across so many different industries, across so many different use cases, which is very exciting. >>One of the things we've been reporting here in the Qla scene before, but here more important is just that if you take digital transformation to the, to its conclusion, the IT department and developers, they're not a department to serve the business. They are the business. Yes. That means that the developers are deciding things. Yeah. And running the business. Prove their code. Yeah. Okay. If that's, if that takes place, you gonna have scale. And we also said on many cubes, certainly at Red Hat Summit and other ones, the clouds are distributed computer, it's distributed computing. So you guys are focusing on this project, Andy, that you're working on kcp. >>Yes. >>Which is, I won't platform Kubernetes platform for >>Control >>Planes. Control planes. Yes. Take us through, what's the focus on why is that important and why is that relate to the mission of developers being in charge and large scale? >>Sure. So a lot of times when people are interested in developing on Kubernetes and running workloads, they need a cluster of course. And those are not cheap. It takes time, it takes money, it takes resources to get them. And so we're trying to make that faster and easier for, for end users and everybody involved. So with kcp, we've been able to take what looks like one normal Kubernetes and partition it. And so everybody gets a slice of it. You're an administrator in your little slice and you don't have to ask for permission to install new APIs and they don't conflict with anybody else's APIs. So we're really just trying to make it super fast and make it super flexible. So everybody is their own admin. >>So the developer basically looks at it as a resource blob. They can do whatever they want, but it's shared and provisioned. >>Yes. One option. It's like, it's like they have their own cluster, but you don't have to go through the process of actually provisioning a full >>Cluster. And what's the alternative? What's the what's, what's the, what's the benefit and what was the alternative to >>This? So the alternative, you spin up a full cluster, which you know, maybe that's three control plane nodes, you've got multiple workers, you've got a bunch of virtual machines or bare metal, or maybe you take, >>How much time does that take? Just ballpark. >>Anywhere from five minutes to an hour you can use cloud services. Yeah. Gke, E Ks and so on. >>Keep banging away. You're configuring. Yeah. >>Those are faster. Yeah. But it's still like, you still have to wait for that to happen and it costs money to do all of that too. >>Absolutely. And it's complex. Why do something that's been done, if there's a tool that can get you a couple steps down the path, which makes a ton of sense. Something that we think a lot when we're talking about scale. You mentioned earlier, Tohar, when we were chatting before the cams were alive, scale means a lot of different things. Can you dig in there a little bit? >>Yeah, I >>Mean, so when, when >>We talk about scale, >>We are talking about from a user perspective, we are talking about, you know, there are more users, there are more applications, there are more workloads, there are more services being run on Kubernetes now, right? So, and OpenShift. So, so that's one dimension of this scale. The other dimension of the scale is how do you manage all the underlying infrastructure, the clusters, the name spaces, and all the observability data, et cetera. So that's at least two levels of scale. And then obviously there's a third level of scale, which is, you know, there is scale across not just different clouds, but also from cloud to the edge. So there is that dimension of scale. So there are several dimensions of this scale. And the one that again, we are focused on here really is about, you know, this, the first one that I talk about is a user. And when I say user, it could be a developer, it could be an application architect, or it could be an application owner who wants to develop Kubernetes applications for Kubernetes and wants to publish those APIs, if you will, and make it discoverable and then somebody consumes it. So that's the scale we are talking about >>Here. What are some of the enterprise, you guys have a lot of customers, we've talked to you guys before many, many times and other subjects, Red Hat, I mean you guys have all the customers. Yeah. Enterprise, they've been there, done that. And you know, they're, they're savvy. Yeah. But the cloud is a whole nother ballgame. What are they thinking about? What's the psychology of the customer right now? Because now they have a lot of choices. Okay, we get it, we're gonna re-platform refactor apps, we'll keep some legacy on premises for whatever reasons. But cloud pretty much is gonna be the game. What's the mindset right now of the customer base? Where are they in their, in their psych? Not the executive, but more of the the operators or the developers? >>Yeah, so I mean, first of all, different customers are at different levels of maturity, I would say in this. They're all on a journey how I like to describe it. And in this journey, I mean, I see a customers who are really tip of the sphere. You know, they have containerized everything. They're cloud native, you know, they use best of tools, I mean automation, you know, complete automation, you know, quick deployment of applications and all, and life cycle of applications, et cetera. So that, that's kind of one end of this spectrum >>Advanced. Then >>The advances, you know, and, and I, you know, I don't, I don't have any specific numbers here, but I'd say there are quite a few of them. And we see that. And then there is kind of the middle who are, I would say, who are familiar with containers. They know what app modernization, what a cloud application means. They might have tried a few. So they are in the journey. They are kind of, they want to get there. They have some other kind of other issues, organizational or talent and so, so on and so forth. Kinds of issues to get there. And then there are definitely the quota, what I would call the lag arts still. And there's lots of them. But I think, you know, Covid has certainly accelerated a lot of that. I hear that. And there is definitely, you know, more, the psychology is definitely more towards what I would say public cloud. But I think where we are early also in the other trend that I see is kind of okay, public cloud great, right? So people are going there, but then there is the so-called edge also. Yeah. That is for various regions. You, you gotta have a kind of a regional presence, a edge presence. And that's kind of the next kind of thing taking off here. And we can talk more >>About it. Yeah, let's talk about that a little bit because I, as you know, as we know, we're very excited about Edge here at the Cube. Yeah. What types of trends are you seeing? Is that space emerges a little bit more firmly? >>Yeah, so I mean it's, I mean, so we, when we talk about Edge, you're talking about, you could talk about Edge as a, as a retail, I mean locations, right? >>Could be so many things edges everywhere. Everywhere, right? It's all around us. Quite literally. Even on the >>Scale. Exactly. In space too. You could, I mean, in fact you mentioned space. I was, I was going to >>Kinda, it's this world, >>My space actually Kubernetes and OpenShift running in space, believe it or not, you know, So, so that's the edge, right? So we have Industrial Edge, we have Telco Edge, we have a 5g, then we have, you know, automotive edge now and, and, and retail edge and, and more, right? So, and space, you know, So it's very exciting there. So the reason I tag back to that question that you asked earlier is that that's where customers are. So cloud is one thing, but now they gotta also think about how do I, whatever I do in the cloud, how do I bring it to the edge? Because that's where my end users are, my customers are, and my data is, right? So that's the, >>And I think Kubernetes has brought that attention to the laggards. We had the Laed Martin on yesterday, which is an incredible real example of Kubernetes at the edge. It's just incredible story. We covered it also wrote a story about it. So compelling. Cuz it makes it real. Yes. And Kubernetes is real. So then the question is developer productivity, okay, Things are starting to settle in. We've got KCP scaling clusters, things are happening. What about the tool chains? And how do I develop now I got scale of development, more code coming in. I mean, we are speculating that in the future there's so much code in open source that no one has to write code anymore. Yeah. At some point it's like this gluing things together. So the developers need to be productive. How are we gonna scale the developer equation and eliminate the, the complexity of tool chains and environments. Web assembly is super hyped up at this show. I don't know why, but sounds good. No one, no one can tell me why, but I can kind of connect the dots. But this is a big thing. >>Yeah. And it's fitting that you ask about like no code. So we've been working with our friends at Cross Plain and have integrated with kcp the ability to no code, take a whole bunch of configuration and say, I want a database. I want to be a, a provider of databases. I'm in an IT department, there's a bunch of developers, they don't wanna have to write code to create databases. So I can just take, take my configuration and make it available to them. And through some super cool new easy to use tools that we have as a developer, you can just say, please give me a database and you don't have to write any code. I don't have to write any code to maintain that database. I'm actually using community tooling out there to get that spun up. So there's a lot of opportunities out there. So >>That's ease of use check. What about a large enterprise that's got multiple tool chains and you start having security issues. Does that disrupt the tool chain capability? Like there's all those now weird examples emerging, not weird, but like real plumbing challenges. How do you guys see that evolving with Red >>Hat and Yeah, I mean, I mean, talking about that, right? The software, secure software supply chain is a huge concern for everyone after, especially some of the things that have happened in the past few >>Years. Massive team here at the show. Yeah. And just within the community, we're all a little more aware, I think, even than we were before. >>Before. Yeah. Yeah. And, and I think the, so to step back, I mean from, so, so it's not just even about, you know, run time vulnerability scanning, Oh, that's important, but that's not enough, right? So we are talking about, okay, how did that container, or how did that workload get there? What is that workload? What's the prominence of this workload? How did it get created? What is in it? You know, and what, what are, how do I make, make sure that there are no unsafe attack s there. And so that's the software supply chain. And where Red Hat is very heavily invested. And as you know, with re we kind of have roots in secure operating system. And rel one of the reasons why Rel, which is the foundation of everything we do at Red Hat, is because of security. So an OpenShift has always been secure out of the box with things like scc, rollbacks access control, we, which we added very early in the product. >>And now if you kind of bring that forward, you know, now we are talking about the complete software supply chain security. And this is really about right how from the moment the, the, the developer rights code and checks it into a gateway repository from there on, how do you build it? How do you secure it at each step of the process, how do you sign it? And we are investing and contributing to the community with things like cosign and six store, which is six store project. And so that secures the supply chain. And then you can use things like algo cd and then finally we can do it, deploy it onto the cluster itself. And then we have things like acs, which can do vulnerability scanning, which is a container security platform. >>I wanna thank you guys for coming on. I know Savannah's probably got a last question, but my last question is, could you guys each take a minute to answer why has Kubernetes been so successful today? What, what was the magic of Kubernetes that made it successful? Was it because no one forced it? Yes. Was it lightweight? Was it good timing, right place at the right time community? What's the main reason that Kubernetes is enabling all this, all this shift and goodness that's coming together, kind of defacto unifies people, the stacks, almost middleware markets coming around. Again, not to use that term middleware, but it feels like it's just about to explode. Yeah. Why is this so successful? I, >>I think, I mean, the shortest answer that I can give there really is, you know, as you heard the term, I think Satya Nala from Microsoft has used it. I don't know if he was the original person who pointed, but every company wants to be a software company or is a software company now. And that means that they want to develop stuff fast. They want to develop stuff at scale and develop at, in a cloud native way, right? You know, with the cloud. So that's, and, and Kubernetes came at the right time to address the cloud problem, especially across not just one public cloud or two public clouds, but across a whole bunch of public clouds and infrastructure as, and what we call the hybrid clouds. I think the ES is really exploded because of hybrid cloud, the need for hybrid cloud. >>And what's your take on the, the magic Kubernetes? What made it, what's making it so successful? >>I would agree also that it came about at the right time, but I would add that it has great extensibility and as developers we take it advantage of that every single day. And I think that the, the patterns that we use for developing are very consistent. And I think that consistency that came with Kubernetes, just, you have so many people who are familiar with it and so they can follow the same patterns, implement things similarly, and it's just a good fit for the way that we want to get our software out there and have, and have things operate. >>Keep it simple, stupid almost is that acronym, but the consistency and the de facto alignment Yes. Behind it just created a community. So, so then the question is, are the developers now setting the standards? That seems like that's the new way, right? I mean, >>I'd like to think so. >>So I mean hybrid, you, you're touching everything at scale and you also have mini shift as well, right? Which is taking a super macro micro shift. You ma micro shift. Oh yeah, yeah, exactly. It is a micro shift. That is, that is fantastic. There isn't a base you don't cover. You've spoken a lot about community and both of you have, and serving the community as well as your engagement with them from a, I mean, it's given that you're both leaders stepping back, how, how Community First is Red Hat and OpenShift as an organization when it comes to building the next products and, and developing. >>I'll take and, and I'm sure Andy is actually the community, so I'm sure he'll want to a lot of it. But I mean, right from the start, we have roots in open source. I'll keep it, you know, and, and, and certainly with es we were one of the original contributors to Kubernetes other than Google. So in some ways we think about as co-creators of es, they love that. And then, yeah, then we have added a lot of things in conjunction with the, I I talk about like SCC for Secure, which has become part security right now, which the community, we added things like our back and other what we thought were enterprise features needed because we actually wanted to build a product out of it and sell it to customers where our customers are enterprises. So we have worked with the community. Sometimes we have been ahead of the community and we have convinced the community. Sometimes the community has been ahead of us for other reasons. So it's been a great collaboration, which is I think the right thing to do. But Andy, as I said, >>Is the community well set too? Are well said. >>Yes, I agree with all of that. I spend most of my days thinking about how to interact with the community and engage with them. So the work that we're doing on kcp, we want it to be a community project and we want to involve as many people as we can. So it is a heavy focus for me and my team. And yeah, we we do >>It all the time. How's it going? How's the project going? You feel good >>About it? I do. It is, it started as an experiment or set of prototypes and has grown leaps and bounds from it's roots and it's, it's fantastic. Yeah. >>Controlled planes are hot data planes control planes. >>I >>Know, I love it. Making things work together horizontally scalable. Yeah. Sounds like cloud cloud native. >>Yeah. I mean, just to add to it, there are a couple of talks that on KCP at Con that our colleagues s Stephan Schemanski has, and I, I, I would urge people who have listening, if they have, just Google it, if you will, and you'll get them. And those are really awesome talks to get more about >>It. Oh yeah, no, and you can tell on GitHub that KCP really is a community project and how many people are participating. It's always fun to watch the action live to. Sure. Andy, thank you so much for being here with us, John. Wonderful questions this afternoon. And thank all of you for tuning in and listening to us here on the Cube Live from Detroit. I'm Savannah Peterson. Look forward to seeing you again very soon.

>>Hey everybody. Welcome back. Good afternoon. Lisa Martin here with John Feer live in Detroit, Michigan. We are at Coon Cloud Native Con 2020s North America. John Thank is who. This is nearing the end of our second day of coverage and one of the things that has been breaking all day on this show is news. News. We have more news to >>Break next. Yeah, this next segment is a company we've been following. They got some news we're gonna get into. Managing Kubernetes life cycle has been a huge challenge when you've got large organizations, whether you're spinning up and scaling scale is the big story. Kubernetes is the center of the conversation. This next segment's gonna be great. It >>Is. We've got two guests from Specter Cloud here. Please welcome. It's CEO Chenery Fu and co-founder and it's c g a co-founder Sta Mallek. Guys, great to have you on the program. Thank >>You for having us. My pleasure. >>So Timary, what's going on? What's the big news? >>Yeah, so we just announced our Palace three this morning. So we add a bunch, a new functionality. So first of all we have a Nest cluster. So enable enterprise to easily provide Kubernete service even on top of their existing clusters. And secondly, we also support seamlessly migration for their existing cluster. We enable them to be able to migrate their cluster into our CNC for upstream Kubernete distro called Pallet extended Kubernetes, GX K without any downtime. And lastly, we also add a lot of focus on developer experience. Those additional capability enable developer to easily onboard and and deploy the application for. They have test and troubleshooting without, they have to have a steep Kubernetes lending curve. >>So big breaking news this morning, pallet 3.0. So you got the, you got the product. This is a big theme here. Developer productivity, ease of use is the top story here. As developers are gonna increase their code velocity cuz they're under a lot of pressure. This infrastructure's getting smarter. This is a big part of managing it. So the toil is now moving to the ops. Steves are now dev teams. Security, you gotta enable faster deployment of apps and code. This is what you guys solve while you getting this right. Is that, take us through that specific value proposition. What's the, what are the key things on in this news release? Yeah, >>You're exactly right. Right. So we basically provide our solution to platform engineering ship so that they can use our platform to enable Kubernetes service to serve their developers and their application ship. And then in the meantime, the developers will be able to easily use Kubernetes or without, They have to learn a lot of what Kubernetes specific things like. So maybe you can get in some >>Detail. Yeah. And absolutely the detail about it is there's a big separation between what operations team does and the development teams that are using the actual capabilities. The development teams don't necessarily to know the internals of Kubernetes. There's so much complexity when it comes, comes into it. How do I do things like deployment pause manifests just too much. So what our platform does, it makes it really simple for them to say, I have a containerized application, I wanna be able to model it. It's a really simple profile and from there, being able to say, I have a database service. I wanna attach to it. I have a specific service. Go run it behind the scenes. Does it run inside of a Nest cluster? Which we'll talk into a little bit. Does it run into a host cluster? Those are happen transparently for >>The developer. You know what I love about this? What you guys are doing in the news, it really points out what I love about DevOps. Because cloud, let's face a cloud early adopters, we're all the hardcore cloud folks as it goes mainstream. With Kubernetes, you start to see like words like platform engineering. I mean I love that term. That means as a platform, it's been around for a while. For people who are building their own stuff, that means it's gonna scale and enable people to enable value, build on top of it, move faster. This platform engineering is becoming now standard in enterprises. It wasn't like that before. What's your eyes reactions that, How do you see that evolving faster? Or do you believe that or what's your take on >>It? Yeah, so I think it's starting from the DevOps op team, right? That every application team, they all try to deploy and manage their application under their own ING infrastructure. But very soon all these each application team, they start realize they have to repeatedly do the same thing. So these will need to have a platform engineering team to basically bring some of common practice to >>That. >>And some people call them SREs like and that's really platform >>Engineering. It is, it is. I mean, you think about like Esther ability to deploy your applications at scale and monitoring and observability. I think what platform engineering does is codify all those best practices. Everything when it comes about how you monitor the actual applications. How do you do c i CD your backups? Instead of not having every single individual development team figuring how to do it themselves. Platform engineer is saying, why don't we actually build policy that we can provide as a service to different development teams so that they can operate their own applications at scale. >>So launching Pellet 3.0 today, you also had a launch in September, so just a few weeks ago. Talk about what these two announcements mean from Specter Cloud's perspective in terms of proof points, what you're delivering to the end users and the value that they're getting from that. >>Yeah, so our goal is really to help enterprise to deploy and around Kubernetes anywhere, right? Whether it's in cloud data center or even at Edge locations. So in September we also announce our HV two capabilities, which enable very easy deployment of Edge Kubernetes, right at at at any any location, like a retail stores restaurant, so on and so forth. So as you know, at Edge location, there's no cloud endpoint there. It's not easy to directly deploy and manage Kubernetes. And also at Edge location there's not, it's not as secure as as cloud or data center environment. So how to make the end to end system more secure, right? That it's temper proof, that is also very, very important. >>Right. Great, great take there. Thanks for explaining that. I gotta ask cuz I'm curious, what's the secret sauce? Is it nested clusters? What's, what's the core under the hood here on 3.0 that people should know about it's news? It's what's, what's the, what's that post important >>To? To be honest, it's about enabling developer velocity. Now how do you enable developer velocity? It's gonna be able for them to think about deploying applications without worrying about Kubernetes being able to build this application profiles. This NEA cluster that we're talking about enables them, they get access to it in complete cluster within seconds. They're essentially having access to be able to add any operations, any capabilities without having the ability to provision a cluster on inside of infrastructure. Whether it's Amazon, Google, or OnPrem. >>So, and you get the dev engine too, right? That that, that's a self-service provisioning in for environments. Is that, Yeah, >>So the dev engine itself are the capabilities that we offer to developers so that they can build these application profiles. What the application profiles, again they define aspects about, my application is gonna be a container, it's gonna be a database service, it's gonna be a helm chart. They define that entire structure inside of it. From there they can choose to say, I wanna deploy this. The target environment, whether it becomes an actual host cluster or a cluster itself is irrelevant to them. For them it's complete transparent. >>So transparency, enabling developer velocity. What's been some of the feedback so far? >>Oh, all developer love that. And also same for all >>The ops team. If it's easy and goods faster and the steps >>Win-win team. Yeah, Ops team, they need a consistency. They need a governance, they need visibility, but in the meantime, developers, they need the flexibility then theys or without a steep learning curve. So this really, >>So So I hear a lot of people say, I got a lot of sprawl, cluster sprawl. Yeah, let's get outta hand does, let's solve that. How do you guys solve that problem? Yeah, >>So the Neste cluster is a profit answer for that. So before you nest cluster, for a lot of enterprise to serving developers, they have to either create a very large TED cluster and then isolated by namespace, which not ideal for a lot of situation because name stay namespace is not a hard isolation and also a lot of global resource like CID and operator does not work in space. But the other way is you give each developer a separate, a separate ADE cluster, but that very quickly become too costly. Cause not every developer is working for four, seven, and half of the time your, your cluster is is a sit there idol and that costs a lot of money. So you cluster, you'll be able to basically do all these inside the your wholesale cluster, bring the >>Efficiency there. That is huge. Yeah. Saves a lot of time. Reduces the steps it takes. So I take, take a minute, my last question to you to explain what's in it for the developer, if they work with Spec Cloud, what is your value? What's the pitch? Not the sales pitch, but like what's the value pitch that >>You give them? Yeah, yeah. And the value for us is again, develop their number of different services and teams people are using today are so many, there are so many different languages or so many different libraries there so many different capabilities. It's too hard for developers to have to understand not only the internal development tools, but also the Kubernetes, the containers of technologies. There's too much for it. Our value prop is making it really easy for them to get access to all these different integrations and tooling without having to learn it. Right? And then being able to very easily say, I wanna deploy this into a cluster. Again, whether it's a Nest cluster or a host cluster. But the next layer on top of that is how do we also share those abilities with other teams. If I build my application profile, I'm developing an application, I should be able to share it with my team members. But Henry saying, Hey Tanner, why don't you also take a look at my app profile and let's build and collaborate together on that. So it's about collaboration and be able to move >>Really fast. I mean, more develops gotta be more productive. That's number one. Number one hit here. Great job. >>Exactly. Last question before we run out Time. Is this ga now? Can folks get their hands on it where >>Yes. Yeah. It is GA and available both as a, as a SaaS and also the store. >>Awesome guys, thank you so much for joining us. Congratulations on the announcement and the momentum that Specter Cloud is empowering itself with. We appreciate your insights on your time. >>Thank you. Thank you so much. Right, pleasure. >>Thanks for having us. For our guest and John Furrier, Lisa Martin here live in Michigan at Co con Cloud native PON 22. Our next guests join us in just a minute. So stick around.

>>Hello and welcome back to the live coverage of the Cube here. Live in Detroit, Michigan for Cub Con, our seventh year covering all seven years. The cube has been here. M John Fur, host of the Cube, co-founder of the Cube. I'm here with Lisa Mart, my co-host, and our new host, Savannah Peterson. Great to see you guys. We're wrapping up day one of three days of coverage, and our guest analyst is Sario Wall, who's the cube analyst who's gonna give us his report. He's been out all day, ear to the ground in the sessions, peeking in, sneaking in, crashing him, getting all the data. Great to see you, Sarvi. Lisa Savannah, let's wrap this puppy up. >>I am so excited to be here. My first coupon with the cube and being here with you and Lisa has just been a treat. I can't wait to hear what you have to say in on the report side. And I mean, I have just been reflecting, it was last year's coupon that brought me to you, so I feel so lucky. So much can change in a year, folks. You never know where you're be. Wherever you're sitting today, you could be living your dreams in just a few >>Months. Lisa, so much has changed. I mean, just look at the past this year. Events we're back in person. Yeah. Yep. This is a big team here. They're still wearing masks, although we can take 'em off with a cube. But mask requirement. Tech has changed. Conversations are upleveling, skill gaps still there. So much has changed. >>So much has changed. There's so much evolution and so much innovation that we've also seen. You know, we started out the keynote this morning, standing room. Only thousands of people are here. Even though there's a mass requirement, the community that is CNCF Co Con is stronger than I, stronger than I saw it last year. This is only my second co con. But the collaboration, what they've done, their devotion to the maintainers, their devotion to really finding mentors for mentees was really a strong message this morning. And we heard a >>Lot of that today. And it's going beyond Kubernetes, even though it's called co con. I also call it cloud native con, which I think we'll probably end up being the name because at the end of day, the cloud native scaling, you're starting to see the pressure points. You're start to see where things are breaking, where automation's coming in, breaking in a good way. And we're gonna break it all down Again. So much going on again, I've overs gonna be in charge. Digital is transformation. If you take it to its conclusion, then you will see that the developers are running the business. It isn't a department, it's not serving the business, it is the business. If that's the case, everything has to change. And we're, we're happy to have Sarib here with us Cube analysts on the badge. I saw that with the press pass. Well, >>Thank you. Thanks for getting me that badge. So I'm here with you guys and >>Well, you got a rapport. Let's get into it. You, I >>Know. Let's hear what you gotta say. I'm excited. >>Yeah. Went around, actually attend some sessions and, and with the analysts were sitting in, in the media slash press, and I spoke to some people at their booth and the, there are a few, few patterns, you know, which are, some are the exaggeration of existing patterns or some are kind of new patterns emerging. So things are getting complex in open source. The lawn more projects, right. They have, the CNCF has graduated some projects even after graduation, they're, they're exploring, right? Kubernetes is one of those projects which has graduated. And on that front, just a side note, the new projects where, which are entering the cncf, they're the, we, we gotta see that process and the three stages and all that stuff. I tweeted all day long, if you wanna know what it is, you can look at my tweets. But when I will look, actually write right on that actually after, after the show ends, what, what I saw there, these new projects need to be curated properly. >>I think they need to be weed. There's a lot of noise in these projects. There's a lot of overlap. So the, the work is cut out for CNCF folks, by the way. They're sort of managerial committee or whatever you call that. The, the people who are leading it, they're try, I think they're doing their best and they're doing a good job of that. And another thing actually, I really liked in the morning's keynote was that lot of women on the stage and minorities represented. I loved it, to be honest with you. So believe me, I'm a minority even though I'm Indian, but from India, I'm a minority. So people who have Punjab either know that I'm a minority, so I, I understand their pain and how hard it is to, to break through the ceiling and all that. So I love that part as well. Yeah, the >>Activity is clear. Yeah. From day one. It's in the, it's in the dna. I mean, they'll reject anything that the opposite >>Representation too. I mean, it's not just that everyone's invited, it's they're celebrated and that's a very big difference. Yeah. It's, you see conferences offer discounts for women for tickets or minorities, but you don't necessarily see them put them running where their mouth is actually recruit the right women to be on stage. Right. Something you know a little bit about John >>Diversity brings better outcomes, better product perspectives. The product is better with all the perspectives involved. Percent, it might go a little slower, maybe a little debates, but it's all good. I mean, it's, to me, the better product comes when everyone's in. >>I hope you didn't just imply that women would make society. So >>I think John men, like slower means a slower, >>More diversity, more debate, >>The worst. Bringing the diversity into picture >>Wine. That's, that's how good groups, which is, which is >>Great. I mean, yeah, yeah, >>Yeah, yeah. I, I take that mulligan back and say, hey, you knows >>That's >>Just, it's gonna go so much faster and better and cheaper, but that not diversity. Absolutely. >>Yes. Well, you make better products faster because you have a variety >>Of perspectives. The bigger the group, there's more debate. More debate is key. But the key to success is aligning and committing. Absolutely. Once you have that, and that's what open sources has been about for. Oh God, yeah. Generations >>Has been a huge theme in the >>Show generations. All right, so, so, >>So you have to add another, like another important, so observation if you will, is that the security is, is paramount right. Requirement, especially for open source. There was a stat which was presented in the morning that 60% of the projects in under CNCF have more vulnerabilities today than they had last year. So that was, That's shocking actually. It's a big jump. It's a big jump. Like big jump means jump, jump means like it can be from from 40 to 60 or or 50 or 60. But still that percentage is high. What, what that means is that lot more people are contributing. It's very sort of di carmic or ironic that we say like, Oh this project has 10,000 contributors. Is that a good thing? Right. We do. Do we know the quality of that, where they're coming from? Are there any back doors being, you know, open there? How stringent is the process of rolling those things, which are being checked in, into production? You know, who is doing that? I've >>Wondered about that. Yeah. The quantity, quality, efficacy game. Yes. And what a balance that must be for someone like CNCF putting in the structure to try and >>That's >>Hard. Curate and regulate and, and you know, provide some bumpers on the bowling lane, so to speak, of, of all of these projects. Yeah. >>Yeah. We thought if anybody thought that the innovation coming from, or the number of services coming from AWS or Google Cloud or likes of them is overwhelming, look at open source, it's even more >>Overwhelming. What's your take on the supply chain discussion? More code more happening. What are you hearing there? >>The supply chain from the software? Yeah. >>Supply chain software, supply chain security pays. Are people talking about that? What are you >>Seeing? Yeah, actually people are talking about that. The creation, the curation, not creation. Curation of suppliers of software I think is best done in the cloud. Marketplaces Ive call biased or what, you know, but curation of open source is hard. It's hard to know which project to pick. It's hard to know which project will pan out. Many of the good projects don't see the day light of the day, but some decent ones like it becomes >>A marketing problem. Exactly. The more you have out there. Exactly. The more you gotta get above the noise. Exactly. And the noise echo that. And you got, you got GitHub stars, you got contributors, you have vanity metrics now coming in to this that are influencing what's real. But sometimes the best project could have smaller groups. >>Yeah, exactly. And another controversial thing a little bit I will say that is that there's a economics of the practitioner, right? I usually talk about that and economics of the, the enterprise, right? So practitioners in our world, in software world especially right in systems world, practitioners are changing jobs every two to three years. And number of developers doubles every three years. That's the stat I've seen from Uncle Bob. He's authority on that software side of things. Wow. So that means there's a lot more new entrance that means a lot of churn. So who is watching out for the enterprise enterprises economics, You know, like are we creating stable enterprises? How stable are our operations? On a side note to that, most of us see the software as like one band, which is not true. When we talk about all these roles and personas, somebody's writing software for, for core layer, which is the infrastructure part. Somebody's writing business applications, somebody's writing, you know, systems of bracket, some somebody's writing systems of differentiation. We talk about those things. We need to distinguish between those and have principle based technology consumption, which I usually write about in our Oh, >>So bottom line in Europe about it, in your opinion. Yeah. What's the top story here at coupon? >>Top story is >>Headline. Yeah, >>The, the headline. Okay. The open source cannot be ignored. That's a headline. >>And what should people be paying attention to if there's a trend coming out? See any kind of trends coming out or any kind of signal, What, what do you see that people should pay attention to here? The put top >>Two, three things. The signal is that, that if you are a big shop, like you'd need to assess your like capacity to absorb open source. You need to be certain size to absorb the open source. If you are below that threshold, I mean we can talk about that at some other time. Like what is that threshold? I will suggest you to go with the managed services from somebody, whoever is providing those managed services around open source. So manage es, right? So from, take it from aws, Google Cloud or Azure or IBM or anybody, right? So use open source as managed offering rather than doing it yourself. Because doing it yourself is a lot more heavy lifting. >>I I, >>There's so many thoughts coming, right? >>Mind it's, >>So I gotta ask you, what's your rapport? You have some swag, What's the swag look >>Like to you? I do. Just as serious of a report as you do on the to floor, but I do, so you know, I come from a marketing background and as I, I know that Lisa does as well. And one of the things that I think about that we touched on in this is, is you know, canceling the noise or standing out from the noise and, and on a show floor, that's actually a huge challenge for these startups, especially when you're up against a rancher or companies or a Cisco with a very large budget. And let's say you've only got a couple grand for an activation here. Like most of my clients, that's how I ended up in the CU County ecosystem, was here with the A client before. So there actually was a booth over there and I, they didn't quite catch me enough, but they had noise canceling headphones. >>So if you just wanted to take a minute on the show floor and just not hear anything, which I thought was a little bit clever, but gonna take you through some of my favorite swag from today and to all the vendors, you know, this is why you should really put some thought into your swag. You never know when you're gonna end up on the cube. So since most swag is injection molded plastic that's gonna end up in the landfill, I really appreciate that garden has given all of us a potable plant. And even the packaging is plantable, which is very exciting. So most sustainable swag goes to garden. Well done >>Rep replicated, I believe is their name. They do a really good job every year. They had some very funny pins that say a word that, I'm not gonna say live on television, but they have created, they brought two things for us, yet it's replicated little etch sketch for your inner child, which is very nice. And given that we are in Detroit, we are in Motor City, we are in the home of Ford. We had Ford on the show. I love that they have done the custom K eight s key chains in the blue oval logo. Like >>Fords right behind us by the way, and are on you >>Interviewed, we had 'em on earlier GitLab taking it one level more personal and actually giving out digital portraits today. Nice. Cool. Which is quite fun. Get lap house multiple booths here. They actually IPOed while they were on the show floor at CubeCon 2021, which is fun to see that whole gang again. And then last but not least, really embracing the ship wheel logo of a Kubernetes is the robusta accrue that is giving out bucket hats. And if you check out my Twitter at sabba Savvy, you can see me holding the ship wheel that they're letting everyone pose with. So we are all in on Kubernetes. That cove gone 2022, that's for sure. Yeah. >>And this is something, day one guys, we've got three. >>I wanna get one of those >>Hats. We we need to, we need a group photo >>By the end of Friday we will have a beverage and hats on to sign off. That's, that's my word. If I can convince John, >>Don, what's your takeaway? You guys did a great kind of kickoff about last week or so about what you were excited about, what your thoughts were going to be. We're only on day one, There's been thousands of people here, we've had great conversations with contributors, the community. What's your take on day one? What's your, what's your tagline? >>Well, Savannah and I had at we up, we, we were talking about what we might see and I think we, we were right. I think we had it right. There's gonna be a lot more people than there were last year. Okay, check. That's definitely true. We're in >>Person, which >>Is refreshing. I was very surprised about the mask mandate that kind of caught me up guard. I was major. Yeah. Cause I've been comfortable without the mask. I'm not a mask person, but I had to wear it and I was like, ah, mask. But I understand I support that. But whatever. It's >>Corporate travel policy. So you know, that's what it is. >>And then, you know, they, I thought that they did an okay job with the gates, but they wasn't slow like last time. But on the content side, definitely Kubernetes security, top line headline, Kubernetes at scale security, that's, that's to me the bumper sticker top things to pay attention to the supply chain and the role of docker and the web assembly was a surprise. You're starting to see containers ecosystem coming back to, I won't say tension growth in the functionality of containers cuz they have to solve the security problem in the container images. Okay, you got scanning technology so it's a little bit in the weeds, but there's a huge movement going on to fix that problem to scale it so it's not a problem area contain. And then Dr sent a great job with productivity interviews. Scott Johnston over a hundred million in revenue so far. That's my number. They have not publicly said that. That's what I'm reporting from sources extremely well financially. And they, and they love their business model. They make productivity for developers. That's a scoop. That's new >>Information. That's a nice scoop we just dropped there on the co casually. >>You're watching that. Pay attention to that. But that, that's proof. But guess what, Red Hat's got developers too. Yes. Other people have to, So developers gonna go where it's the best. Yeah. Developers are voting with their code, they're voting with their feet. You will see the winners with the developers and that's what we've talked about. >>Well and the companies are catering to the developers. Savannah and I had a great conversation with Ford. Yeah. You saw, you showed their fantastic swag was an E for Ev right behind us. They were talking about the, all the cultural changes that they've really focused on to cater towards the developers. The developers becoming the influencers as you say. But to see a company that is as, as historied as Ford Motor Company and what they're doing to attract and retain developer talent was impressive. And honestly that surprised me. Yeah. >>And their head of deb relations has been working for, for, for 29 years. Which I mean first of all, most companies on the show floor haven't been around for 29 years. Right. But what I love is when you put community first, you get employees to stick around. And I think community is one of the biggest themes here at Cuco. >>Great. My, my favorite story that surprised me and was cool was the Red Hat Lockheed Martin interview where they had edge deployments with micro edge, >>Micro shift, >>Micro >>Shift, new projects under, there's, there are three new projects under, >>Under that was so, so cool because it was an edge story in deployment for the military where lives are on the line, they actually had it working. That is a real world example of Kubernetes and tech orchestrating to deploy the industrial edge. And I think that's proof in my mind that Kubernetes and this ecosystem is gonna move faster through this next wave of growth. Because once things start clicking, you get hybrid on premise to super cloud and edge. That was, that was my favorite cause it was real. That was real >>Story that it can make is literally life and death on the battlefield. Yeah, that was amazing. With what they're doing and what >>They're talking check out the Lockheed Martin Red Hat edge story on Silicon Angle and then a press release all pillar. >>Yeah. Another actually it's impressive, which we knew this which is happening, but I didn't know that it was happening at this scale is the finops. The finops is, I saw your is a discipline which most companies are adopting bigger companies, which are spending like hundreds of millions dollars in cloud average. Si a team size of finops for finops is seven people. And average number of tools is I think 3.5 or around 3.7 or something like that. Average number of tools they use to control the cost. So finops is a very generic term for years. It's not financial operations, it's the financial operations for the cloud cost, you know, containing the cloud costs. So that's a finops that is a very emerging sort of discipline >>To keep an eye on. And well, not only is that important, I talked to, well one of the principles over there, it's growing and they have real big players in that foundation. Their, their events are highly attended. It's super important. It's just, it's the cost side of cloud. And, and of course, you know, everyone wants to know what's going on. No one wants to leave there. Their Amazon on Yeah, you wanna leave the lights on the cloud, as we always say, you never know what the bill's gonna look like. >>The cloud is gonna reach $3 billion in next few years. So we might as well control the cost there. Yeah, >>It was, it was funny to get the reaction I found, I don't know if I was, how I react, I dunno how I felt. But we, we did introduce Super Cloud to a couple of guests and a, there were a couple reactions, a couple drawn. There was a couple, right. There was a couple, couple reactions. And what I love about the super cloud is that some people are like, oh, cringing. And some people are like, yeah, go. So it's a, it's a solid debate. It is solid. I saw more in the segments that I did with you together. People leaning in. Yeah. Super fun. We had a couple sum up, we had a couple, we had a couple cringes, I'll say their names, but I'll go back and make sure I, >>I think people >>Get 'em later. I think people, >>I think people cringe on the, on the term not on the idea. Yeah. You know, so the whole idea is that we are building top of the cloud >>And then so I mean you're gonna like this, I did successfully introduce here on the cube, a new term called architectural list. He did? That's right. Okay. And I wanna thank Charles Fitzgerald for that cuz he called super cloud architectural list. And that's exactly the point of super cloud. If you have a great coding environment, you shouldn't have to do an architecture to do. You should code and let the architecture of the Super cloud make it happen. And of course Brian Gracely, who will be on tomorrow at his cloud cast said Super Cloud enables super services. Super Cloud enables what Super services, super service. The microservices underneath the covers have to be different. High performing, automated. So again, the debate and Susan, the goal is to keep it open. And that's our, that's our goal. But we had a lot of fun with that. It was fun to poke the bear a little bit. So >>What is interesting to see just how people respond to it too, with you throwing it out there so consistently, >>You wanna poke the bear, get a conversation going, you know, let let it go. We'll see, it's been positive so far. >>There, there I had a discussion outside somebody who is from Ford but not attending this conference and they have been there for a while. I, I just some moment hit like me, like I said, people, okay, technologists are horizontal, the codes are horizontal. They will go from four to GM to Chrysler to Bank of America to, you know, GE whatever, you know, like cross vertical within vertical different vendors. So, but the culture of a company is local, right? Right. Ford has been building cars for forever. They sort of democratize it. They commercialize it, right? But they have some intense culture. It's hard to change those cultures. And how do we bring in the new thinking? What is, what approach that should be? Is it a sandbox approach for like putting new sensors on the car? They have to compete with te likes our Tesla, right? Yeah. But they cannot, if they are afraid of deluding their existing market or they're afraid of failure there, right? So it's very >>Tricky. Great stuff. Sorry. Great to have you on as our cube analyst breaking down the stories. We'll document that, that we'll roll out a post on it. Lisa Savannah, let's wrap up the show for day one. We got day two and three. We'll start with you. What's your summary? Quick bumper sticker. What's today's show all about? >>I'm a community first gal and this entire experience is about community and it's really nice to see the community come together, celebrate that, share ideas, and to have our community together on stage. >>Yeah. To me, to me it was all real. It's happening. Kubernetes cloud native at scale, it's happening, it's real. And we see proof points and we're gonna have faster time to value. It's gonna accelerate faster from here. >>The proof points, the impact is real. And we saw that in some amazing stories. And this is just a one of the cubes >>Coverage. Ib final word on this segment was well >>Said Lisa. Yeah, I, I think I, I would repeat what I said. I got eight, nine years back at a rack space conference. Open source is amazing for one biggest reason. It gives the ability to the developing nations to be at somewhat at par where the dev develop nations and, and those people to lift up their masses through the automation. Cuz when automation happens, the corruption goes down and the economy blossoms. And I think it's great and, and we need to do more in it, but we have to be careful about the supply chains around the software so that, so our systems are secure and they are robust. Yeah, >>That's it. Okay. To me for SAR B and my two great co-host, Lisa Martin, Savannah Peterson. I'm John Furry. You're watching the Cube Day one in, in the Books. We'll see you tomorrow, day two Cuban Cloud Native live in Detroit. Thanks for watching.

(upbeat music) >> The transformation of Dell into Dell EMC, and now Dell Technologies, has been one of the most remarkable stories in the history of the enterprise technology industry. The company has gone from a Wall Street darling rocketship PC company, to a middling enterprise player, forced to go private, to a debt-laden powerhouse that controlled one of the most valuable assets in enterprise tech, i.e., VMware. And now is a $100 billion dollar giant with a low-margin business, a strong balance sheet, and the broadest hardware portfolio in the industry. The financial magic that Dell went through would make anyone's head spin. The last lever of the Dell EMC deal was detailed in Michael Dell's book "Play Nice But Win," in a captivating chapter called "Harry You and the Bolt from the Blue." Michael Dell described how he and his colleagues came up with the final straw of how to finance the deal. If you haven't read it, you should. And of course, after years of successfully integrating EMC and becoming VMware's number-one distribution channel, all of this culminated in the spin-out of VMware from Dell, and a massive wealth-creation milestone, pending, of course, the Broadcom acquisition of VMware. So where's that leave Dell, and what does the future look like for this technology powerhouse? Hello, and welcome to theCUBE's exclusive coverage of Dell Technologies Summit 2022. My name is Dave Vellante, and I'll be hosting the program. Now, today in conjunction with the Dell Tech Summit, we're going to hear from four of Dell's senior executives. Tom Sweet, who's the CFO of Dell Technologies. He's going to share his views on the company's position and opportunities going forward. He's going to answer the question, why is Dell a good long-term investment? Then we'll hear from Jeff Boudreau, who's the President of Dell's ISG business. That unit is the largest profit driver of Dell. He's going to talk about the product angle, and specifically, how Dell is thinking about solving the multi-cloud challenge. And then Sam Grocott, who's the Senior Vice President of Marketing, will come on the program and give us the update on APEX, which is Dell's as-a-Service offering, and then the new edge platform called Project Frontier. Now, it's also Cybersecurity Awareness Month, that we're going to see if Sam has, you know, anything to say about that. Then finally, for a company that's nearly 40 years old, Dell actually has some pretty forward-thinking philosophies when it comes to its culture and workforce. And we're going to speak with Jenn Saavedra, who's Dell's Chief Human Resource Officer, about hybrid work, and how Dell is thinking about the future of work. However, before we get into all this, I want to share our independent perspectives on the company, and some research that we'll introduce to frame the program. Now, as you know, we love data here at theCUBE, and one of our partners, ETR, has what we believe is the best spending intentions data for enterprise tech. So here's a graphic that shows ETR's proprietary Net Score methodology on the vertical axis, that's a measure of spending velocity, and on the x-axis is overlap or pervasiveness in the data sample. This is a cut for just the server, the storage, and the client sectors within the ETR taxonomy. So you can see Dell's CSG products, laptops in particular, are dominant on both the x and the y dimensions. CSG is the Client Solutions Group, and accounts for nearly 60% of Dell's revenue, and about half of its operating income. And then the arrow signifies that dot that represents Dell's ISG business, that we're going to talk to Jeff Boudreau about. That's the Infrastructure Solutions Group. Now, ISG accounts for the bulk of the remainder of Dell's business, and it is its, as I said, its most profitable from a margin standpoint. It comprises the EMC storage business, as well as the Dell server business, and Dell's networking portfolio. And as a note, we didn't include networking in that cut. Had we done so, Cisco would've dominated the graphic. And frankly, Dell's networking business isn't industry leading in the same way that PCs, servers, and storage are. And as you can see, the data confirms the leadership position Dell has in its client side, its server, and its storage sectors. But the nuance is, look at that red dotted line at 40% on the vertical axis. That represents a highly elevated Net Score, and every company in the sector is below that line. Now, we should mention that we also filtered the data for those companies with more than a hundred mentions in the survey, but the point remains the same. This is a mature business that generally is lower margin. Storage is the exception, but cloud has put pressure on margins even in that business, in addition to the server space. The last point on this graphic is, we put a box around VMware, and it's prominently present on both the x and y dimensions. VMware participates with purely software-defined high-margin offerings in these spaces, and it gives you a sense of what might have been, had Dell chosen to hold onto that asset or spin it into the company. But let's face it, the alternatives for Michael Dell were just too attractive, and it's unlikely that a spin-in would've unlocked the value in the way a spin-out did, at least not in the near future. So let's take a look at the snapshot of Dell's financials, to give you a sense of where the company stands today. Dell is a company with over $100 billion dollars in revenue. Last quarter, it did more than 26 billion in revenue, and grew at a quite amazing 9% rate, for a company that size. But because it's a hardware company, primarily, its margins are low, with operating income 10% of revenue, and at 21% gross margin. With VMware on Dell's income statement before the spin, its gross margins were in the low 30s. Now, Dell only spends about 2% of revenue on R&D, but because it's so big, it's still a lot of money. And you can see it is cash-flow positive. Dell's free cash flow over the trailing 12-month period is 3.7 billion, but that's only 3.5% of trailing 12-month revenue. Dell's APEX, and of course its hardware maintenance business, is recurring revenue, and that is only about 5 billion in revenue, and it's growing at 8% annually. Now, having said that, it's the equivalent of ServiceNow's total revenue. Of course, ServiceNow has 23% operating margin and 16% free cash-flow margin, and more than $5 billion in cash on the balance sheet, and an $85 billion market cap. That's what software will do for you. Now Dell, like most companies, is staring at a challenging macro environment, with FX headwinds, inflation, et cetera. You've heard the story. And hence it's conservative, and contracting revenue guidance. But the balance sheet transformation has been quite amazing, thanks to VMware's cash flow. Michael Dell and his partners from Silver Lake et al., they put up around $4 billion of their own cash to buy EMC for 67 billion, and of course got VMware in the process. Most of that financing was debt that Dell put on its balance sheet to do the transaction, to the tune of $46 billion it added to the balance sheet debt. Now, Dell's debt, the core debt, net of its financing operation, is now down to 16 billion, and it has $7 billion in cash on the balance sheet. So a dramatic delta from just a few years ago. So, pretty good picture. But Dell, a $100 billion company, is still only valued at 28 billion, or around 26 cents on the revenue dollar. HPE's revenue multiple is around 60 cents on the revenue dollar. HP Inc., Dell's laptop and PC competitor, is around 45 cents. IBM's revenue multiple is almost two times. By the way, IBM has more than $50 billion in debt thanks to the Red Hat acquisition. And Cisco has a revenue multiple that's over 3x, about 3.3x currently. So is Dell undervalued? Well, based on these comparisons with its peers, I'd say yes, and no. Dell's performance, relative to its peers in the market, is very strong. It's winning, and has an extremely adept go-to-market machine, but its lack of software content and its margin profile leads one to believe that if it can continue to pull some valuation levers while entering new markets, it can get its valuation well above where it is today. So what are some of those levers, and what might that look like, going forward? Despite the fact that Dell doesn't have a huge software revenue component since spinning out VMware, and it doesn't own a cloud, it plays in virtually every part of the hardware market. And it can provide infrastructure for pretty much any application in any use case, in pretty much any industry, in pretty much any geography in the world. And it can serve those customers. So its size is an advantage. However, the history for hardware-heavy companies that try to get bigger has some notable failures, namely HP, which had to split into two businesses, HP Inc. and HPE, and IBM, which has had an abysmal decade from a performance standpoint, and has had to shrink to grow again, and obviously do a massive $34 billion acquisition of Red Hat. So why will Dell do any better than these two? Well, it has a fantastic supply chain. It's a founder-led company, which makes a cultural difference, in our view. And it's actually comfortable with a low-margin software-light business model. Most certainly, IBM wasn't comfortable with that, and didn't have these characteristics, and HP was kind of just incomprehensible at the end. So Dell in my opinion, has a much better chance of doing well at 100 billion or over, but we'll see how it navigates through the current headwinds as it's guiding down. APEX is essentially Dell's version of the cloud. Now, remember, Dell got started late. HPE is further along from a model standpoint with GreenLake, but Dell has a larger portfolio, so they're going to try to play on that advantage. But at the end of the day, these as-a-Service offerings are simply ways to bring a utility model to existing customers, and generate recurring revenue. And that's a good thing, because customers will be loyal to an incumbent if it can deliver as-a-Service and reduce risk for customers. But the real opportunity lies ahead. Specifically, Dell is embracing the cloud model. It took a while, but they're on board. As Matt Baker, Dell's Senior Vice President of Corporate Strategy, likes to say, it's not a zero-sum game. What he means by that is, just because Dell doesn't own its own cloud, it doesn't mean Dell can't build value on top of hyperscale clouds. What we call supercloud. And that's Dell's strategy, to take advantage of public cloud capex, and connect on-prem to the cloud, create a unified experience across clouds, and out to the edge. That's ambitious, and technically it's nontrivial. But listen to Dell's Vice Chairman and Co-COO, Jeff Clarke, explain this vision. Please play the clip. >> You said also, technology and business models are tied together, and an enabler. >> That's right. >> If you believe that, then you have to believe that it's a business operating system that they want. They want to leverage whatever they can, and at the end of the day, they have to differentiate what they do. >> Well, that's exactly right. If I take that and what Dave was saying, and I summarize it the following way: if we can take these cloud assets and capabilities, combine them in an orchestrated way to deliver a distributed platform, game over. >> Eh, pretty interesting, right? John Furrier called it a "business operating system." Essentially, I think of it sometimes as a cloud operating system, or cloud operating environment, to drive new business value on top of the hyperscale capex. Now, is it really game over, as Jeff Clarke said, if Dell can do that? Uh, (sucks in breath) I'd say if it had that today, it might be game over for the competition, but this vision will take years to play out. And of course, it's got to be funded. And that's going to take time, and in this industry, it tends to move, companies tend to move in lockstep. So, as often is the case, it's going to come down to execution and Dell's ability to enter new markets that are ideally, at least from my perspective, higher margin. Data management, extending data protection into cybersecurity as an adjacency, and of course, edge and telco/5G opportunities. All there for the taking. I mean, look, even if Dell doesn't go after more higher-margin software content, it can thrive with a lower-margin model just by penetrating new markets and throwing off cash from those markets. But by keeping close to customers, and maybe through tuck-in acquisitions, it might be able to find the next nugget beyond today's cloud and on-prem models. And the last thing I'll call out is ecosystem. I say here, "Ecosystem, ecosystem, ecosystem," because a defining characteristic of a cloud player is ecosystem, and if APEX is Dell's cloud, it has the opportunity to expand that ecosystem dramatically. This is one of the company's biggest opportunities and challenges at the same time, in my view. It's just scratching the surface on its partner ecosystem. And its ecosystem today is both reseller heavy and tech partner heavy. And that's not a bad thing, but it's starting to evolve more rapidly. The Snowflake deal is an example of up-the-stack evolution, but I'd like to see much more out of that Snowflake relationship, and more relationships like that. Specifically, I'd like to see more momentum with data and database. And if we live in a data-heavy world, which we do, where the data and the database and data management offerings, you know, coexist and are super important to customers, I'd like to see that inside of APEX. I'd like to see that data play beyond storage, which is really where it is today, in its early days. The point is, with Dell's go-to-market advantage, which company wouldn't treat Dell like the on-prem, hybrid, edge, supercloud player that I want to partner with to drive more business? You'd be crazy not to. But Dell has a lot on its plate, and we'd like to see some serious acceleration on the ecosystem front. In other words, Dell as both a selling partner and a business enabler with its platform, its programmable Infrastructure-as-a-Service. And that is a moving target that will rapidly evolve. And of course, we'll be here watching and reporting. So thanks for watching this preview of Dell Technologies Summit 2022. I'm Dave Vellante, we hope you enjoy the rest of the program. (upbeat music)

>>The Cube Presents UI Path Forward five. Brought to you by UI Path. >>Hi everybody. We're back. David Ante with David Nicholson. This is UiPath Forward five from Las Vegas. We're live, you know, the customers here, they're automating all the time, sucking work and the cube. We're sucking all the information out of the experts and the customers. A bar Toban is here. He's the global business, Shared services, leading automation and AI at PepsiCo. And Para Colan is back is the chief, He's the chief product officer, UiPath longtime Cube alum. Great to see you guys. Thanks for coming on. Great to see us all day. So you guys keynote today, you know, excited to have PepsiCo on. I'm not sure I've ever interviewed PepsiCo in the Cube, but tell us about your role there. >>Absolutely. So I'm part of a PepsiCo global business shared services team. I lead automation and AI capabilities. GBS has, you know, we started GBS portfolio back about three and a half years ago, and we have a six hubs across PepsiCo. And as, as a part of my role, we deliver transformational capability across the PepsiCo. >>When did it all start? >>About three and a half years ago, 2019. So >>Prior to the pandemic. Yeah. You know, versus the pandemic was a catalyst for this. Yeah. But it was at the catalyst, but maybe it sped it up a bit. Yeah. >>PepsiCo journey started with, if, if you look at the PepsiCo, you know, the automation journey, it started back in 2017, but the GBS portfolio took shape back in 2019. So prior to that, you know, PepsiCo was definitely, you know, working on lot of, you know, the automation capabilities and automation product across, you know, PepsiCo. But with the introduction of PepsiCo global business shared services team, we are, you know, centralizing a lot of transformation capability, you know, across the functions that, that we support within the >>PepsiCo and, and UI path. Was going to part of that journey all along? Or was there sort of other activities beforehand or how >>No, no, absolutely. Starting from 2017, if I, you know, remembered, you know, with the vision of our, you know, some of our senior leadership team and recognizing the value of, you know, automation in the core, you know, capability as a transformation at that time, you know, we started with just like anybody else, right? We started with, you know, proof of concept, showed some, you know, early wins and the value back to the business, start setting up some, you know, business processes and capabilities, stood up the platform, build a complete, you know, ecosystem around that, you know, platform and partnership with, you know, UI bot team. And you know, from there, here we are five years. I mean, it's, it's a, it's a, it's a, it's a very critical component to our digital transformation capability and, and yes, leverage across >>Let's talk platform. So you, you guys have made some announcements this week. You talk about the business automation platform. I remember our first forward was, you know, RPA tool. Okay. Yeah. And then you guys made acquisitions. I was there for that. So the process process cold and then people started to really expand it and it's really come in amazingly long way in a short time. So what did you guys announce today? What'd you talk about on stage 20, 22, 10? Tell us more about it. >>Absolutely, Dave. So you've seen the journey, you've been with us since the early days. You know, we were in 2017 and RPA tool that could automate a representative task that happened over and over again in the environment. And then three years ago you were here when we announced the automation platform, we said, it's not just about a task, it's about involving humans in bots to manage end to end processes. It's about discovering what automation opportunities exist. It's about using ai. Pepsi Co was actually the pioneer of using AI along with automation. You know, we were in stage together with them in, in 2019. And where we are now is we're essentially seeing people want to take the next step with automation. They're saying that it's no longer just an automation tool, It's the way we operate. It's the way we innovate in the organization. So they're really making sure that it becomes a part of their digital transformation journey that they're on. >>And they're saying that we can do the digital transformation by consolidating multiple DRP systems and CRM systems. And that'll take us seven years to do, or we can go with UI path and we can leverage the core that we can leverage the GL system that exists today. We can leverage inventory tracking system that exists today and start to build processes on top of that that can adapt to what customers are trying to do in this digital age. And that's where, you know, we've made announcements today is, is really pivot the platform to be a business automation platform. And there's sort of three layers, you know, unique but you know, connected layers of the platform. The first one is discover. And Discover is all about finding your processes, identifying the opportunities, making sure that you are managing the return on investment. What is the process? You know, how are you getting ROI on it? >>The second one is automated, and that is really where we're applying semantic automation to identify the digital building blocks of an enterprise, which is your data, your document, your screens and communication. Like putting all of that together and saying you can automate our processes, leveraging a lot of intelligence that exist in how business processes are done. And the last one is operate, which is if you're trying to execute a business process at scale, you're processing not just, you know, a task thousand times, but you are fulfilling millions of transactions. You're, you know, you're looking at trillions of records to identify what processes you need. A scalable enterprise platform that's able to ingest a lot of data, report on metrics, reporting efficiency. So that's what we've announced today is an automation platform that companies can use to put at the center of the digital transformation >>Journey. So I about the interesting thing about PepsiCo, you guys started in 2017. Yeah. So kind of early, early on. Yeah. Yeah. And you kind of been there with the progression platform. So my question to you is end up, it was, you know, we've seen the e from primarily on-prem, now it's cloud first. Yeah. How disruptive or non disruptive was that for you? Did you have to rip and replace? Did you have to sort of retool or migrate? What was that like? >>No, I mean, significant disruption, right? I mean, I mean, as, as we started our journey back in 2017, just like, you know, PRM mentioned, right? With simple rule based, you know, the automation from then now to our journey where our continue to, you know, infuse, you know, AI capability, document understanding, conversation ai, right? As a part of our end to end portfolio. At the same time, I think the cloud is providing a fantastic opportunity for us to continue to scale, right? You know, scale at, at a large. So that I think is a fantastic, you know, fantastic platform and fantastic, you know, the opportunity that we are looking forward >>To know. So how do you affect adoption inside of the organization? Can you talk about that? What's working? What's, >>It's always value driven as you know, right? I mean, the business business has to see the value. It it, it was, I mean, I would, you know, admit it was not as easy as before, but as the mindsets have started to shift, right? As the people have started to realize the value that, you know, the automation brings to, you know, the, I mean, you know, not just the, the value for the business, but actually transforming the entire portfolio, right? And, and people have started to see now that not every automation project is going to be transformation product, but for every transformation project you will find the automation at the heart and the core of it. So I, I, I think that's what has started to shift the mindset of, of uniforms. >>So how do you know when you have end to end? What are you wake up one day and say, Wow, we've achieved it. You know, is it pieces that come together? Yeah. What do you say? >>Yeah, You know, we wanna look at customers from, you know, from an end to end perspective. It's not just about piecemealing mealing finding a problem, solving it, really what does it deliver from, from an end to end perspective. Did you actually, you know, because a lot of times companies will say, we wanna automate X number of processes, and, and they do that and they're like, Well, we've automated a lot of processes. We're not sure what value we're getting out of it. It's the ability to measure like, what impact is this automation having on your business from an operational metric, but from a business metric as built. But then going back and saying, Well, where is the biggest pain point? Where do we have the largest value that we can give to the business back? So one of the things we actually announced today is the ability to take at an look at an idea and look at what was the estimated benefits of that idea, and then map it all the way through execution to say, what are we getting? >>We estimated we were gonna save a million dollars by doing those automation, or what have we achieved till now? Have we achieved a million dollars? Have we achieved half a million dollars by having achieved? That's true. That never happens. That, and, and, and, and it's hard to do that, like the data existed, but it's really hard for people to pull that data out. So we build out the box dashboards that give you the ROI bag, and that's why it's really important to, to make sure that, you know, you look at it not just as a technology project, but more as a investment from a business side. And so you can making a business more efficient. Yeah, >>That's, I just, I know you were jumping in, but that's super important. Cause you know, you run a lot of projects. Yeah, absolutely. And each of those projects has zone roi, then you jam it into the application portfolio. Exactly. And then everybody sort of forgets about it. You can't really track what impact it had because there's always, you know, some things that are benefit, some things are sometimes a negative. And so it's that holistic picture that you >>Trying to achieve, extremely critical point, what you hit on, right? From it's measuring the benefit and measuring the continuous benefit across, and not just from start and end, Okay, what I promised I delivered or not, but, but you have to have this continuous mindset. And so I think Yeah, definitely that that's a very, very critical to our finance team and our cfo, >>They organic mechanisms. It's constantly >>Evidence. Absolutely. Yeah. So abar, yeah. Global business shared services. Yeah. When you think of PepsiCo, yeah, of course people immediately think of Sure, Pepsi. But PepsiCo is a multi tentacled absolutely beast of a company. Absolutely. In a good way. Yeah. For organizations that are in that same category, holding companies, companies that have all sorts of different entities that are working together under one umbrella, how shareable is this idea of automation and business automation process moving forward? How, how shareable is that on the share oter? Yeah. Yeah. As far as, as far as, as far as you're concerned, are you, are you talking to some people where you're saying, Hey, I'm here, I'm here from GBS and I'm here to help, and they look at you like you're crazy because you don't understand their business? Or is this something that relatively easily applies across businesses >>That No, to your point, I mean, very valid point, right? I mean, it's, that's, that's the gbs, global business shared services mindset, right? As you move the functional areas into the Pepsi, into the Pepsi, gbs, like hr, procurement, commercial sales, supply chain, right? That's where you wanna start to find those, you know, the optimization, you know, opportunity. You wanna start to ize your processes, and that's where you will, you know, as you transition this processes within the gbs, that's what create those, you know, opportunities for you. So >>What, >>What about automation opportunities? Not in the sh I know you're in the shared arena. Yeah, yeah. But each of those business units has processes that could probably be optimized and automated. Sure. Is that something that's under your purview? We've heard, we've heard a lot about citizen developers. Yeah. I don't know if that, if that >>Applies to No, that definitely. I mean, you cannot just have focus on end to end, you know, automation. I mean, that's, that's a huge portfolio for gps at the same time supporting, you know, automation through the citizen development capability. That that's where, once again, you know, you have not provided a lot of capability and solution tools that we use, right? To continue to empower the folks who are part of our, you know, GBS team inside or outside gbs, right? It, it, it's, I think it's very, very critical. It, it, it helps people transform their career even in one ways, right? And, and, and, and you have that muscle, you have that resource, and you have the power. You definitely want to utilize that. >>So let's talk about metrics for a minute. So more data, the better. Usually I like data. Yeah. But, but if you're trying to optimize for 15 metrics, I feel like you're not gonna optimize on any, So how do you deal with that from both, as par was saying, an operational standpoint and a business standpoint? What are the things about how do you sort of get the, the teams focused on the right things? >>B business, functional leadership team drive those alignment for us as a part of a global business, shared services, we, we are hip to have connected with our business, you know, functions, right? They, they have to help us prioritize those. And to your point, I mean, yeah, you cannot attack 15 metrics at once. You have to prioritize, you have to make sure that you bring the focus to the product, you know, project, right? So, so definitely, I mean, it's, it's, it's not often 15 metrics, but top three metrics, let's, let's focus, let's zoom in and ensure we are driving it. But, >>And if you think about the system, I mean, at the end of the day, the p and l manager, he or she cares about ebit, let's say. Sure, okay. But there are so many factors, you know, in that complicated organization that are gonna affect ebitda and they're gonna be different. But somebody's gotta figure out, okay, how do they fit together in a system? And can, can UiPath help me understand that, those relationships and those dependencies? >>Absolutely. I mean, I think there's a, there's an aspect of human relationships and, and making sure that you get the right level of sponsorship from the business and, and there's a business stakeholder and, and looking at every investment and, and outcomes that you're driving based on that. But, but that is something that we, from a tools perspective, we're trying to make sure that you can measure the value throughout the entire value chain. But then getting the business sponsorship, like where we've seen automation scale is always because there's a business sponsor that's essentially saying, Here's what I'm trying to achieve and here's the, here's my goal, here's a North star and go get it and let me know how you're tracking against it. And, and our job is to make sure that we can provide the visibility, the people that are operating the, the programs to make sure they get that level of visibility. >>What's the scope of automations in your, you know, organization? Is it dozens, hundreds, >>Huge. >>That is thousands. >>We are getting there. Okay. No, definitely. I mean, we have definitely, you know, realized that it's, it's a core component to our digital transformation, right? So, so there is no, there's no stopping on it. There, there, there, there's plenty of support from top down and you know, it's a fantastic time to be at PepsiCo. Right? Especially at the PepsiCo gbs. Right, >>Right. Thanks for sharing your story. Congratulations on all the progress you guys have made. It's actually quite remarkable to see where you guys have come from. So I really appreciate it. Thank you, Dave. Thanks. Thank you Dave. Okay. Thank you for watching. This is Dave Ante for Dave Nicholson. We are right middle of day two at forward five from Las Vegas. We're live, we're right back.

>>The Cube Presents UI Path Forward five. Brought to you by UI Path. >>Hi everybody. We're back. David Ante with David Nicholson. This is UiPath Forward five from Las Vegas. We're live, you know, the customers here, they're automating all the time, sucking work and the cube. We're sucking all the information out of the experts and the customers. A bar Toban is here. He's the global business, Shared services, leading automation and AI at PepsiCo. And Para Colan is back is the chief. He's the Chief product officer at UiPath, longtime Cube alum. Great to see you guys. Thanks for coming on. Great to see us all day. So you guys keynote today, you know, excited to have PepsiCo on. I'm not sure I've ever interviewed PepsiCo in the Cube, but tell us about your role there. >>Absolutely. So I'm part of a PepsiCo global business shared services team. I lead automation and AI capabilities. GBS has, you know, we started GBS portfolio back about three and a half years ago, and we have a six hubs across PepsiCo. And as, as a part of my role, we deliver transformational capability across the PepsiCo. >>When did it all start? >>About three and a half years ago, 2019. So >>Prior to the pandemic. Yeah. You know, versus the pandemic was the catalyst for this. Yeah. But it was at the catalyst, but maybe it sped it up a bit. >>Yeah. PepsiCo journey started with, if, if you look at the PepsiCo, you know, the automation journey, it started back in 2017, but the GBS portfolio took shape back in 2019. So prior to that, you know, PepsiCo was definitely, you know, working a lot of, you know, the automation capabilities and automation product across, you know, PepsiCo. But with the introduction of PepsiCo global business shared services team, we are, you know, centralizing a lot of transformation capability, you know, across the functions that, that we support within the >>PepsiCo and, and UI path was kind of part of that journey all along? Or was there sort of other activities beforehand or how did that >>No, no, absolutely. Starting from 2017, if I, you know, remembered, you know, with the vision of our, you know, some of our senior leadership team and recognizing the value of, you know, automation in the core, you know, capability as a transformation at that time, you know, we started with just like anybody else, right? We started with, you know, proof of concept, showed some, you know, early wins and the value back to the business, start setting up some, you know, business processes and capabilities, stood up the platform, build a complete, you know, ecosystem around that, you know, platform partnership with, you know, UI bot team. And you know, from there, here we are five years. I mean, it's, it's a, it's a, it's a, it's a very critical component to our digital transformation capability and, and yes, leverage across >>Let's talk platform probably. So you, you guys have made some announcements this week. You talk about the business automation platform. I remember our first forward was, you know, RPA tool. Okay. Yeah. And then you guys made acquisitions. I was there for that. So the process process cold and then people started to really expand it, and it's really come in amazingly long away in a short time. So what did you guys announce today? What'd you talk about on stage 2022 dot 10? Tell us more about it. >>Absolutely, Dave. So you've seen the journey, you've been with us since the early days. You know, we were in 2017 and RPA tool that could automate a representative task that happened over and over again in the environment. And then three years ago you were here when we announced the automation platform, we said, it's not just about a task, it's about involving humans in bots to manage end to end processes. It's about discovering what automation opportunities exist. It's about using ai. Pepsi Co was actually the pioneer of using AI along with automation. You know, we were in stage together with them in, in 2019. And where we are now is we're essentially seeing people want to take the next step with automation. They're saying that it's no longer just an automation tool, It's the way we operate. It's the way we innovate in the organization. So they're really making sure that it becomes a part of their digital transformation journey that they're on. >>And they're saying that we can to the digital transformation by consolidating multiple RP systems and CRM systems. And that'll take us seven years to do, or we can go with UI path and we can leverage the core that we can leverage the GL system that exists today. We can leverage the inventory tracking system that exists today and start to build processes on top of that that can adapt to what customers are trying to do in this digital age. And that's where, you know, we've made announcements today is, is really pivot the platform to be a business automation platform. And there's sort of three layers, you know, unique but you know, connected layers of the platform. The first one is discover. And Discover is all about finding your processes, identifying the opportunities, making sure that you are managing the return on investment. What is the process? >>You know, how are you getting ROI on it? The second one is automated, and that is really where we're applying semantic automation to identify the digital building blocks of an enterprise, which is your data, your document, your screens and communication. Like putting all of that together and saying you can automate in our processes, leveraging a lot of intelligence that exist in how business processes are done. And the last one is operate, which is if you're trying to execute a business process at scale, you're processing not just, you know, a task thousand times, but you are fulfilling millions of transactions. You're, you know, you're looking at trillions of records to identify what processes you need, a scalable enterprise platform that's able to ingest a lot of data report on metrics report and efficiency. So that's what we've announced today is an automation platform that companies can use to put at the center of the digital transformation journey. >>So like about the interesting thing about PepsiCo, you guys started in 2017. Yeah. So kind of early, early on. Yeah. Yeah. And you kind of been there with the progression of platform. So my question to you is, and it was, you know, Yeah, we've seen the e from primarily on-prem now it's cloud first. Yeah. How disruptive or non disruptive was that for you? Did you have to rip and replace? Did you have to sort of retool or migrate? What was that like? >>No, I mean, significant disruption, right? I mean, I mean, as, as we started our journey back in 2017, just like, you know, PRM mentioned, right? With simple rule based, you know, the automation from then now to our journey where our continue to, you know, infuse, you know, AI capability, document understanding, conversation ai, right? As a part of our end to end profile. At the same time, I think the cloud is providing a fantastic opportunity for us to continue to scale, right? You know, scale at, at large. So that I think is a fantastic op, you know, fantastic platform and fantastic, you know, the opportunity that we are looking forward >>To. So how do you affect adoption inside of the organization? Can you talk about that? What's working? What's, >>It's always value driven as you know, right? I mean, the business business has to see the value. It it, it was, I mean, I would, you know, admit it was not as easy as before, but as the mindsets have started to shift, right? As the people have started to realize the value that, you know, the automation brings to, you know, the, I mean, you know, not just the, the value for the business, but actually transforming the entire portfolio, right? And, and people have started to see now that not every automation project is going to be transformation product, but for every transformation project you will find the automation at the heart and the core of it. So I, I, I think that's what has started to shift the mindset of, of uniforms. >>So how do you know when you have end to end? What are you still wake up one day and say, Wow, we've achieved it. You know, is it pieces that come together? Yeah. What do you say? >>Yeah, You know, we wanna look at customers from, you know, from an end to end perspective. It's not just about piecemealing finding a problem, solving it, really what does it deliver from, from an end to end perspective. Did you actually, you know, because a lot of times companies will say, we wanna automate X number of processes, and, and they do that and they're like, Well, we've automated a lot of processes. We're not sure what value we're getting out of it. It's the ability to measure like, what impact is this automation having on your business from an operational metric, but from a business metric as well. But then going back and saying, Well, where is the biggest pain point? Where do we have the largest value that we can give to the business back? So one of the things we actually announced today is the ability to take at an look at an idea and look at what was the estimated benefits of an idea, and then map it all the way through execution to say, what are we getting? >>We estimated we were gonna save a million dollars by doing those automation, or what have we achieved till now? Have we achieved a million dollars? Have we achieved half a million dollars by having achieved? That's, that never happens. That, and, and, and, and it's hard to do that, like the data existed, but it's really hard for people to pull that data out. So we build out the box dashboards that give you the ROI bag. And that's why it's really important to, to make sure that, you know, you look at it not just as a technology project, but more as a investment from a business side. And so you can, making a business more efficient. You >>Know, that's, I just, I know you were jumping in, but that's super important. Cause you know, you run a lot of projects Absolutely. And each of those projects has zone roi, then you jam it into the application portfolio. Exactly. And then everybody sort of forgets about it. You can't really track what impact it had because there's always, you know, some things that are benefit, some things are sometimes a negative. And so it's that holistic picture that >>You trying >>To achieve, extremely critical point, what you hit on, right? From it's measuring the benefit and measuring the continuous benefit across, and not just from start and end, Okay, what I promised I delivered or not, but, but you have to have this continuous mindset. And, and so I think yeah, definitely that, that's a very, very critical to our finance team in our cfo, >>Organiza, they're organic mechanisms and it's constantly >>Absolutely. Yeah. So abar, yeah. Global business shared services. Yeah. When you think of PepsiCo, yeah, of course people immediately think of Sure, Pepsi. But PepsiCo is a multi tentacled absolutely beast of a company. Absolutely. In a good way. Yeah. For organizations that are in that same category, holding companies, companies that have all sorts of different entities that are working together under one umbrella, How shareable is this idea of automation and business automation process moving forward? How, how shareable is that on the share oter? Yeah. Yeah. >>As >>Far as, as far as, as far as you're concerned, are you, are you talking to some people where you're saying, Hey, I'm here, I'm here from gvs and I'm here to help, and they look at you like you're crazy because you don't understand their business? Or is this something that relatively easily applies across >>Businesses that No, to your point, I mean, very valid point, right? I mean, it's, that's, that's the gbs, global business shared services mindset, right? As you move the functional areas into the Pepsi, in, into the PepsiCo gbs like hr, procurement, commercial sales, supply chain, right? That's where you gonna start to find those, you know, the optimization, you know, opportunity. You wanna start to standardize your processes, and that's where you will, you know, as you transition this processes within the gbs, that's what create those, you know, opportunities for you. >>What, >>What, what about automation opportunities? Not in the, I know you're in the sharing arena. Yeah, yeah. But each of those business units has processes that could probably be optimized and automated. Sure. Is that something that's under your purview? We've heard, we've heard a lot about citizen developers. Yeah. I don't know if that, if that >>Applies to No, that definitely. I mean, you cannot just have focus on end to end, you know, automation. I mean, that's, that's a huge portfolio for gps at the same time supporting, you know, automation through the citizen development capability. That that's where, once again, you know, you have had, provides a lot of capability and solution tools that we use, right? To continue to empower the folks who are part of our, you know, GBS team inside or outside gbs, right? It, it's, I think it's very, very critical. It, it, it helps people transform their career even in one ways, right? And, and, and, and you have that muscle, you have that resource, and you have that power. You definitely want to utilize that. >>So let's talk about metrics for a minute. So more data the better. Usually I like data. Yeah. But, but if you're trying to optimize for 15 metrics, I feel like you're not gonna optimize on any, So how do you deal with that from both as Paramo saying an operational standpoint and a business standpoint? What are the things about how do you sort of get the, the teams focused on the right things, >>Bi business, functional leadership team drive those alignment for us as a part of a global business, shared services, we, we are hip to have connected with our business, you know, functions, right? They, they have to help us prioritize those. And to your point, I mean, yeah, you cannot attack 15 metrics at once. You have to prioritize, you have to make sure that you bring the focus to the product. You have a project, right? So, so definitely, I mean, it's, it's, it's not often 15 metrics, but top three metrics, let's, let's focus, let's zoom in and ensure we are driving it. But then >>If you think about the system, I mean, at the end of the day, the p and l manager, he or she cares about ebit, let's say. Sure, okay. But there are so many factors, you know, in that complicated organization that are gonna affect ebitda. Yeah. And they're gonna be different. Yeah. But somebody's gotta figure out, okay, how do they fit together in a system? And, and can, can UiPath help me understand that, those relationships and those dependencies? >>Absolutely. I mean, I think there's a, there's an aspect of human relationships and, and making sure that you get the right level of sponsorship from the business and, and there's a business stakeholder and, and looking at every investment and, and outcomes that you're driving based on that. But, but that is something that we, from a tools perspective, we're trying to make sure that you can measure the value throughout the entire value chain. But then getting the business sponsorship, like where we've seen automation scale is always because there's a business sponsor that's essentially saying, Here's what I'm trying to achieve and here's the, here's my goal, here's the North star and go get it and let me know how you're tracking against it. And, and our job is to make sure that we can provide the visibility, the people that are operating the, the programs to make sure they get that level of visibility. >>What's the scope of automations in your, you know, organization? Is it dozens, hundreds, huge. That is thousands. >>We are getting there. >>Okay. >>No, definitely. I mean, we have definitely, you know, realized that it's, it's a core component to our digital transformation, right? So, so there is no, there's no stopping. I mean there, there, there, there's plenty of support from top down and you know, it's a fantastic time to be at PepsiCo. Right? Especially at the PepsiCo ubs, Right. >>So, Right. Thanks for sharing your story, Pam. Congratulations on all the progress you guys have made. It's actually quite remarkable to see where you guys have come from. So I really appreciate it. Thank you Dave. Thank you Dave. Okay. Thank you for watching. This is Dave Ante for Dave Nicholson. We are right middle of day two at forward five from Las Vegas. We're live, we're right back.

The Cube Presents UI Path Forward five. Brought to you by UI Path. >>I Ready, Dave Ante with David Nicholson. We're back at UI Path forward. Five. We're getting ready for the big guns to come in, the two co CEOs, but we have a really special analyst panel now. We're excited to have Daniel Newman here. He's the Principal analyst at Future and Research. And Andy Dai, who's the Vice president and Principal Analyst at Constellation Research. Guys, good to see you. Thanks for making some time to come on the queue. >>Glad to be here. Always >>Good. So, >>Andy, you're deep into ai. You and I have been talking about having you come to our maor office. I'm, I'm really excited that we're able to meet here. What have you seen at the show so far? What are your big takeaways? You know, day one and a half? >>Yeah, well, so first of all, I'm d AI because my last name has AI and I >>Already talk about, >>So, but, but all jokes aside, there are a lot of good things I heard from the conference, right? I mean, one is the last two years because of the pandemic, the growth has been phenomenal for, for a lot of those robotic automation intelligent automation companies, right? So because the low hanging through position making processes have been already taken care of where they going to find the next growth spot, right? That was the question I was looking answers to. And they have some inverse, one good acquisition. They had intelligent document processing, but more importantly they're trying to move from detrimental rules based RPA automation into AI based, more probabilistic subjective decision making areas. That's a huge market, tons of money involved in it, but it's going to be a harder problem to solve. Love to see the execut. >>Well, it's also a big pivot for the, for the company. It started out as sort of a a point product and now is moving to, to platform. But to end of the macro is not in UI pass favor. It's not really in any, you know, tech company's favor, but especially, you know, a company that's going into a transition transitioning to go to market cetera. What are you seeing, what's your take on the macro? I mean, I know you follow the financial markets very closely. There's a lot of negative sentiment right now. Are you as negative as the sentiment? >>Well, the, the broad sentiment comes with some pretty good historical data, right? We've had probably one of the worst market years in multiple decades. And of course we're coming into a situation where all the, the factors are really not in our favor. You've got in interest rates climbing, you've got wildly high inflation, you've had a, you know, helicopters dumping money on the economy for a period of time. And we're, we're gonna get into this great reset is what I keep talking about. But, you know, I had the opportunity to talk to Bill McDermott recently on one of my shows and Bill's CEO of ServiceNow, in case anybody there doesn't know, but >>Former, >>Yeah, really well spoken guy. But you know, him and I kind of went back and forth and we came up with this kind of concept that we were gonna have to tech our way out of what's about to come. You can almost be certain recession is gonna come. But for companies like UiPath, I actually think there's a tremendous opportunity because the bottom line is companies are gonna be looking at their bottom line. A year ago it was all about growth a deal, like the Adobe Figma deal would've been, been lauded, people would've been excited. Now everybody's looking at going, how are they paying that price? Everybody's discounting the future growth. They're looking at the situation, say, what's gonna happen next? Well, bottom line is now they're looking at that. How profitable are we? Are you making money? Are you growing that bottom line? Are you creating earnings? We're >>Gonna come in >>Era, we're gonna come into an era where companies are gonna say, you know what? People are expensive. The inflationary cost of hiring is expensive. You know, what's less expensive? Investing in the cloud, investing in ai, investing in workflow and automation and things that actually enable businesses to expand, keep costs somewhat contained fixed costs, and scale their businesses and get themselves in a good position for when the economy turns to return to >>Grow. So since prior to the pandemic cloud containers, m l and RPA slash automation have been the big four that from a spending data standpoint have been above the line above all kind of the rest in terms of spending momentum up until last quarter, AI and RPA slash automation declined. So my question is, are those two areas discretionary or more discretionary than other technology investments you heard? >>Well, I, I think we're in a, a period where companies are, I won't say they've stopped spending, but you listened to Mark Benioff, you talked about the elongated sales cycle, right? I think companies right now are being very reflective and they're doing a lot of introspection. They're looking at their business and saying, We hired a lot of people. We hired really fast. Do we need to cut? Do we need to freeze? We've made investments in technology, are we getting a return on 'em? We all know that the analytics, whether it's you know, digital adoption platforms or just analytics in the business, say, What is all this money we've been spending doing for us and how productive are we? But I will tell you universally, the companies are looking at workflow automations that enable things. Whether that's onboarding customers, whether that's delivering experiences, whether that's, you know, full, you know, price to quote technologies, automate, automate, automate. By doing that, they're gonna bring down the cost, they're gonna control themselves as best as possible in a tough macro. And then when they come out of it, these processes are gonna be beneficiary in a, in a growth environment even more so, >>Andy UiPath rocketed to a leadership position, largely due to the, the product and the simplicity of the product relative to the competition. And then as you well know, they expanded into, you know, platform. So how do you see the competitive environment? A UI path is again focusing on that platform play Automation Anywhere couldn't get to public market. They had turnover at the go to market level. Chris Riley joined a lot of, lot of hope left Microsoft joined into the fray, obviously is having an impact that you're certainly seeing spending momentum around Microsoft. Then SAP service Now Salesforce, every software company the planet thinks they should get every dollar spent on software. You know, they, they see UI pass momentum and they say, Hey, we can, we can take some of that off the table. How do you see the competitive environment right now? >>So first of all, in in my mind, UI path is slightly better because of a couple of reasons. One, as you said, it's ease of use. >>They're able to customize it variable to what they want. So that's a real easy development advantage. And then the, when you develop the bots and equal, it takes on an average anywhere between two to maybe six weeks, generally speaking, in some industries regulated government might take more so that it's faster, quicker, easier than others in a sense. So people love using that. The second advantage of what they have in my mind is that not only they are available as a managed SA solution on, on cloud, on Azure Cloud, but also they have this version that you can install, maintain, manage any way you want, whether it's a public cloud or, or your own data center and so on so forth. That's not available with almost, not all of them have it, Few have it, but not all of the competitors have it. So they have an advantage there as well. Where it could become useful would be one of the areas that they haven't even expanded is the government. >>Government is the what, >>Sorry? The government. Yeah, related solutions, right? Defense, government, all of those areas when you go, which haven't even started for various reasons. For example, they're worried about laying off people, worried about cost, worried about automating things. There's a lot of hurdles to overcome. But once you overcome that, if you want to go there, nobody's going to use, or most of them will be very of using something on the cloud. So they have a solution for version variation of that. So they are set up to come to that next level. I mean, I don't know if you guys were at the keynote, the CEO talked about how their plans to go from 1 billion to 5 billion in ar. So they're set up to capture the market. But again, as you said, every big software company saw their momentum, they want to get into it, they want to compete with them. So >>Well, to get to 5 billion, they've gotta accelerate growth. I mean, if you do 20% cer over the next, you know, through the end of the decade, they don't quite get there. So they're gonna have to, you know, they lowered their forecast out of the high 20 or mid twenties to 18%. They're gonna have to accelerate that. And we've seen that before. We see it in cloud where cloud, you know, accelerates growth even though you got the lower large numbers. Go ahead Dave. >>Yeah, so Daniel, then how do we, how do we think of this market? How do we measure the TAM for total addressable market for automation? I mean, you know, what's that? What's that metric that shows how unautomated are we, how inefficient are we? Is there a, is there a 5% efficiency that can be gained? Is there a 40% efficiency that can be gained? Because if you're talking about, you know, how much much of the market can UI path capture, first of all, how big is the market? And then is UI path poised to take advantage of that compared to the actual purveyors of the software that people are interacting with? I'm interacting with an E R p, an ER P system that has built into it the ability to automate processes. Then why do I need 'EM UI path? So first, how do you evaluate TAM? Second, how do you evaluate whether UI Path is gonna have a chance in this market where RPAs built into the applications that we actually use? Yeah, >>I think that TAM is evolving, and I don't have it in front of me right now, but what I'll tell you about the TAM is there's sort of the legacy RPA tam and then there's what I would sort of evolve to call the IPA and workflow automation tam that is being addressed by many of these software companies that you asked in the competitive equation. In the, in the, in the question, what we're seeing is a world where companies are gonna say, if we can automate it, we will automate it. That's, it's actually non-negotiable. Now, the process in the ability to a arrive at automation at scale has long been a battle front within the nor every organization. We've been able to automate things for a long time. Why has it more been done? It's the same thing with analytics. There's been numerous studies in analytics that have basically shown companies that have been able to embrace, adopt, and implement analytics, have significantly better performances, better performances on revenue growth, better performances and operational cost management, better performances with customer experience. >>Guess what? Not everybody, every company can get to this. Now there's a couple of things behind this and I'm gonna, I'm gonna try to close my answer out cause I'm getting a little long winded here. But the first thing is automation is a cultural challenge in most organizations. We've done endless research on companies digitally transforming and automating their business. And what we've found is largely the technology are somewhat comparable. Meaning, you know, I, I've heard what he is saying about some of the advantages of partnership with Microsoft, very compelling. But you know what, all these companies that have automation offerings, whether it's you know, through a Salesforce, Microsoft, whether it's a specialized rpa like an Automation Anywhere or a UI path, their solutions can be deployed and successful. The company's ability to take the investment, implement it successfully and get buy in across the organization tends to always be the hurdle. An old CIO stat, 50% of IT projects fail. That stat is still almost accurate today. It's not 50% of technology is bad, but those failures are because the culture doesn't get behind it. And automation's a tricky one because there's a lot of people that feel on the outside rather than the inside of an automation transformation. >>So, Andy, so how do you think about the, to Dave's question, the SAPs the service nows trying to, you know, at least take some red crumbs off the table. They, they're gonna, they're gonna create these automation stove pipes, but in Automation Anywhere or, or UI path is a horizontal play, are they not? And so how do you think about that progression? Well, so >>First of all, all of this other companies, when they, they, whether it's a build, acquire, what have you, these guys already have what, five, seven years on them. So it's gonna be difficult for them to catch up with the Center of Excellence knowledge on the use cases, what they got to catch up with them. That's gonna be a lot of catch up. Just to give you an idea, Microsoft Power Automate has been there for a while, right? They're supposedly doing well as well, but they still choose to partner with the UiPath as well to get them to the next level. So there's going to be competition coming from all areas, but it's, it's about, you know, highlights. >>So, so who is the competition? Is it Microsoft chipping away an individual productivity? Is it a service now? Who's got a platform play? Is it themselves just being able to execute >>All plus also, but I think the, the most, I wouldn't say competition, but it's more people are not aware of what areas need to be automated, right? For example, one of the things I was talking about with a couple of customers is, so they have a automation hub where you can put the, the process and and task that need to be automated and then you prioritize and start working on it. And, and almost all of them that I speak to, they keep saying that most of the process and task identification that they need to do for automation, it's manual right now. So, which means it's limited, you have to go and execute it. When people find out and tell you that's what need to be fixed, you try to go and fix that. But imagine if there is a way, I mean the have solutions they're showcasing now if it becomes popular, if you're able to identify tasks that are very inefficient or or process that's very inefficient, automatically score them up saying that, you know what, this is what is going to be ROI and you execute on it. That's going to be huge. So >>I think ts right, there's no shortage of, of a market. I would, I would agree with you Rob Sland this morning talked about the progression. He sort of compared it to e R P of the early days. I sort of have a love hate with E R P cuz of the complexity of the implementation and the, and the cost. However, first of all, a couple points and I love to get your thoughts for you. If you went back, I know 25 years, you, you wouldn't have been able to pick SAP out of a lineup and say that's gonna be the leader in E R P and they ended up, you know, doing really, really well. But the more interesting angle is if you could have figured out the customers that were implementing e r p in, in a really high quality fashion, those are the companies that really did well. You buy their stocks, they really took off cuz they were killing their other industry competitors. So, fast forward to automation. Will automation live up to its hype and your opinion, will it be as transformative and will the, the practitioners of automation see the same type of uplift in their markets, in their market caps, in their competitiveness as did sort of the early adopters and the excellent adopters of brp? What are your thoughts? Well, >>I think it's an interesting comparison. Maybe answer it slightly different way. I think the future is that automation is a non-negotiable in every enterprise organization. I think if you're a large organization, we have absolutely filled our, our organizations with waste too much overhead, too much expense, too much technical debt and automation is an answer. This is the way we want to interact, right? We want a chat bot that actually gives us good answers that can answer on a Tuesday at 11:00 PM at night when we want to know if the right dog food, you know, and I'm saying that, you know, that's what we want. That's the outcome we want. And businesses have to be driven by the outcome. Here's what I'm not sure about, Dave, is we have an era where over the last three to five years, a lot of products have become companies and a lot of 'EM products became companies ended up in public markets. >>And so the RPA space is one of those areas that got this explosive amount of growth. And you look at it and there's two ways. Is this horizontally a business rpa or is this going to be something that's gonna be a target of those Microsofts and those SAPs and say, Look, we need hyper automation to be deeply integrated at the E R P crm, hcm SCM level. We're gonna build by this or we're gonna build this. And you're already hearing it in the partnerships, but this is how I think the story ends. I I think either the companies like UiPath get much bigger, they get much more rounded in their, in their offerings. Or you're gonna have a large company like a Microsoft come in and say, you know what? Buy it rather >>Than build can they can, they can, can this company, maybe not so much here, but can a company like Automation Anywhere stay acquisition? Well, >>I use the, I use the Service now as an, as a parallel because they're a company that I thought would always end up inside of a bigger company and now you're like, I think they're too big. I think they've they've dropped >>That, that chart. Yeah, they're acquisition proof. I would agree. But these guys aren't yet Nora's automation. They work for >>A while and it's not necessarily a bad thing. Sometimes getting bit bought is good, but what I mean is it's gonna be core and these big companies know it cuz they're all talking >>About, but as independent analysts, we want to see independent companies. >>I wanna see the right thing. >>It just makes it fun. >>The right thing >>Customers. Yeah, but you know, okay, Oracle buy more customers, more >>Customers. >>I'm kidding. Yeah, I guess it's the right thing. It just makes it more fun when you have really good independent competitors that >>We >>Absolutely so, and, and spend way more on r and d than these big companies who spend a lot more on stock buyback. But I know you gotta go. Thanks so much for spending some time, making time for Cube Andy. Great to see you. Good to see as well. All right, we are wrapping up day one, Dave Blan and Dave Nicholson live. You can hear the action behind us, forward in five on the Cube, right back.

(upbeat music) >> Hi, everyone. Welcome to theCUBE's presentation of the AWS Startup Showcase. This is season two, episode four of our ongoing series, where we're talking with exciting partners in the AWS ecosystem. This topic on this episode is cybersecurity. Detect and protect against threats. I have two guests here with me today from Hunters. Please welcome Lital Asher-Dotan, the CMO. And Ofer Gayer, the VP of product management. Thank you both so much for joining us today. >> Thank you for having us, Lisa. >> Our pleasure. Lital, let's go ahead and start with you. Give the audience an overview of Hunters. What does it do, when was it founded, what's the vision? All that good stuff. >> So Hunters was founded in 2018. Two co-founders coming out of Unit 8200 in the Israeli Defense Force. The founders and our people in engineering and R&D are mostly coming from both offensive cybersecurity as well as defensive threat hunting, advanced operations, or being able to see and response to advance attack. And with the knowledge that they came with, they wanted to enable security teams in organizations, not just those that are coming from, you know, military background but those that actually need to defend day in and day out against the growing cyber-attacks that are growing in sophistication, in the numbers of attacks. And we all know that every organization nowaday is being targeted, is it ransomware, more sophisticated attacks. So this thing has become a real challenge. And we all know those challenges that the industry is facing with talent scarcity, with lack of the knowledge and expertise needed to address this. So came in with this mindset of we want to bring our expertise into the field, build it into a platform, into a tool that will actually serve security teams in organizations around the world to defend against cyber attacks. So born and raised in Tel Aviv, became a global company. Recently raised a serious CO funding. Funded by the world's greatest VCs, from Stripes, Wild Ventures, supported by Snowflake data breaks and Microsoft M12, also as strategic partners. And we now have broad variety of customers from all industries around the world, from tech to retail to e-commerce to banks that we work closely with. So very exciting times. And we're very excited to share today how we work with AWS customers to support the environments. >> Yeah, we're going to unpack that. So really solid foundation the company was built on, only a few years ago. Lital was there, why a new approach? Was there a compelling event? Obviously, we've seen dramatic changes in the threat landscape in recent years. Ransomware becoming a, when it happens to us, not if. But any sort of compelling event that really led the founders to go, "Ah! This new approach, we got to go this direction." >> Absolutely. We've seen a tremendous shift of organizations from cloud adoption to adoption of more security tools. Both create a scenario which the toolsets that are currently being used by security organizations, the security teams are not efficient anymore. They cannot deal with the plethora of a variety of data. They cannot deal with the scale that is needed. And the security teams are really under a tremendous burden of tweaking tools that they have in their environment without too much of automation, with a lot of manual work processes. So we've seen a lot of points where the current technology is not supporting the people and the processes that need to support security operations. And with that, Ofer, and his product team kind of set a vision of what a new platform should come to replace and enhance what teams are using these days. >> Excellent. Ofer, that's a perfect segue to bring you into the conversation. Talk about that vision and some of those really key challenges and problems that Hunters is solving for organizations across any industry. >> Yeah. So as Lital mentioned, it was very rightful. The problem with the SIM space, that the space that we're disrupting is the well-known secret around is it's a broken space. There's a lot of competitors. There's a lot of vendors out there. It's one of the most mature, presumably mature markets in cybersecurity. But it seems like that every single customer and organization we talk to, they don't really like their existing solution. It doesn't really fit what they need. It's a very painful process and it's painful all across their workflow from the time they ingest the data. Everybody knows if you ever had a SIM solution or a SOC platform, just getting the data into your environment can take the most amount of your time, the lion's share of whatever your engineers are working on will go to getting the data into the system, and then keeping it there. It's this black hole that you have to keep feeding with more and more resources as you go along. It's an endless task with a lot of moving pieces, and it's very very painful before you even get a single moment of value of security use case from your product. That's a big, painful piece. What you then see is, once they set it up, their detection engineering is so far behind the curve because of all the different times of things they need to take care of. It used to be a limited attack surface. We all know the attack surface here today is enormous, especially when you talk about something like AWS, there's new services, new things all the time, more accounts, more things. It keeps moving a lot, and keeping track of that and having someone that can actually look into a new threat when it's released, look into a new attack surface, analyze it, deploying the detections in time, test and tweak, and all those things. Most organizations don't even how to start approaching this problem, and that's a big pain for them. When they finally get to investigating something, there lacks the context and the knowledge of how to investigate. They have very limited information coming to them and they go on this hunting chase of not hunting the attackers but hunting the data, looking for the bits and pieces they're missing to complete the picture. It's like this bad boss that gives you very little instructions or guidelines, and then you need to kind of try to figure out what is it that they asked, right? That's the same thing with trying to do triaging with very minimal context. You look at the IP and then you try to figure out, you look at the Hash, you look at all these different artifacts and you try to figure out yourself. You have very limited insights. And the worst is when you're under the gun, when there's a new emerging threat that happens like a Log4Shell, and now you're under the gun and the entire company's looking at you and saying, "Are we impacted? What's going on? What should we doing?" So from start to finish, it's a very painful process that impacts everybody in the security organization. A lot of cumbersome work with a lot of frustration. >> And it's companies in any industry, Ofer, don't have time. You talked about some of the time involved here in the lag. And there isn't time in the very dynamic threat landscape that customers are living in. Lital, question for you, is your primary target audience existing SIM customers? 'Cause Ofer mentioned the disruption of the SIM market. I'm just wanting to understand in terms of who you're targeting, what does that look like? >> Definitely looking for customers that have a SIM and don't like it, don't find that it helps them improve the security posture. We also have organizations that are young, emerging, have a lot of data, a lot of tech companies that have grown in the last 10, 15 years, or even five years. With Snowflake as a customer, they're booming. They have so much data that going the direction of traditional tools to aggregate the logs, cross-correlate them doesn't make any sense with the scale that they need. They need the cloud-based approach, SaaS approach that is capable of taking care of the environment. So we both cater to those organizations that we're shifting from on-prem to cloud and need visibility into those two environments and into those cloud natives. Born to the cloud don't want to even think of a traditional SIM. >> You mentioned Snowflake. We were just at Snowflake Summit a couple of months ago, I think that was. And tremendous company that massive growth, massive growth in data across the board though. So I'm curious, Ofer, if we go back to you, if we can dig into some of these data challenges. Obviously, data volume and variety, it's only going to continue to grow and proliferate and expand. Data in silos is still a problem. What are some of those main data challenges that Hunters helps customers to just eliminate? >> Definitely. So the data challenge starts with getting the right data in. The fact that you have so many different products across so many different environments and you need to try to get them in some location to try to use them for running your queries, your rules, your correlation. It's a big prompt. There's no unified standard for anyone, even if there was, you would have a lot of legacy things on-premises, as well as your AWS environment. You need to combine all these. You can keep things only on-prem. You can own... Mostly a lot of, most organizations are still in hybrid mode. They have, they're shifting most of their things to AWS. You still have a lot of things on-prem that they're going to shift in the next 3, 4, 5 years. So that hybrid approach is definitely a problem for gathering the data. And when they gather the data, a lot of the times their existing solutions are very cost prohibitive and scale prohibitive from pushing all the data in essential location. So they have these data silos. They'll put some of it there, some of it here, some of that in a different location, hot storage, cold storage, long-term storage. They don't really, they end up not knowing really where the data is especially when they need it the most becomes a huge problem for them. Now with analytics, it's very hard to know upfront what data I'll need not tomorrow, but maybe in three months to look back and query. Making these decisions is very hard. Changing them later is even harder. Keeping track of all these moving pieces. You know, you have a device, you have some vendor sending you some logs, they changed their APIs. Who's in charge of fixing it? Who's in charge of changing your schema? You move from one EDR vendor to the other. How are you making sure that you keep the same level of protection? All these data challenges are very problematic for most customers. The most important thing is to be able to gather as much data as possible, putting it in a centralized location, and having good monitoring in a continuous flow of, I know what data I'm getting in. I know how much I'm using, and I'm making sure that it's working and flowing. It's going to a central place where I can use it at any time that I want. >> We've seen, if I can add- >> So, Lital- >> Sorry. >> Yes, please. >> You wanted to add on that? We've seen too much compromise on data that because of prohibitive costs, structure of tools, or because of inability to manage the scale, teams are compromising or making choices and are paying a price of the latency of being able to then go search if an incident happened, that if you are impacted by something. It all means money and time at the end of the day when you actually need to answer yourself, am I breached or not? We want to break out from this compromise. We think that data is something that should not be compromised. It's a commodity today. Everything should be retained, kept, and used as appropriately without the team needing to ration what they're going to use versus what they're not going to use. >> Correct (faintly speaking). >> That's a great point. >> Go ahead. >> Yeah. And we've seen customers either having entire teams dedicated to just doing this and, or leveraging products and companies that actually build a business around helping you filter the data that you need to put in different data silos, which to me is, shows how much problem, pain, and how much this space is broken with what it provides with customers that you have these makeshift solutions to go around the problem instead of facing it head on and saying, "Okay, let's build something that you're put all your data as much as you want, not have to compromise on security." >> You both bring up such a great point where data and security is concerned. No business can afford to compromise. Usually compromise is a good thing, but in that case, it's really not. Companies can't afford that. We know with the threat landscape, the risk, all of the incentives for bad actors that companies need to ensure that they're doing the right things in a timely manner. Lital, I'm curious, you mentioned the target markets that you're going after. Where were customer conversations? Is this a C-suite conversation from a data security perspective? I would this is more than the CISO. >> It's a CISO conversation, as well as we talk on a daily basis with those that lead security operations, head of SOCs. Those that actually see how the analyst are being overworked, are tired, have so many false positives that they need to deal with, noise day in, day out, becoming enslaved with the tools that they need to work on and tweak. So we have seen that the ones that are most enlightened by a solution like Hunters are actually the ones that have the SOC reporting to them. They know the daily pain and how much the process is broken. And this is probably one of the... We all talk about, you know, job satisfaction or dissatisfaction, the greatest, the great resignation, people are living. This is the real problem in security. And the SOC is one of these places that we see this alert, fatigue, people are struggling. It's a stressful work. And if there is anything that we can do to offload the work that is less appealing and have them work on what they sign up for, which is dealing with real threat, solving them, instead of dealing with false positives. This is where we can actually help. >> Can you add a little bit on that, Lital? And you mentioned the cybersecurity skills gap, which is massive. We talked about that a lot because it's a huge problem. How is Hunters a facilitator of companies that might be experiencing that? >> Absolutely. So we come with approach of, we call it the 80/20 of detection and response. Basically, there are about 80%, probably more, it's actually something like 95% of the threats are shared across all organizations in the world. Also, 80 to 90% of the environments are similar. People are using similar tools. They're on similar cloud services. We think that everything that goes around detection of threats, around those common attacks, scenarios in common attack landscape should come out of the box from the vendor like Hunters. So we automate, we write the rules, we cross-correlate. We provide those services out of the box once you sign in to use our solution. Your data flows in and we basically do the processing and the analysis of all the data, so that your team can actually focus on the 20%, or the 15, or the 5% that are very unique to your organization. If you are developing a specific app and you have the knowledge about the DevSecOps that needs to take place to defend it. Great, have your team focus on that. If you are a specific actor in a specific space and specific threats that are unique to you, you build your own detections into our tool. But the whole idea that we have the knowledge, we see attacks across industries and across industries we have the researchers and the capabilities to be on top of those things, so your team doesn't need to do it on a daily basis because new attacks come almost on a daily basis. Now, we read them in the news, we see them. So we do it, so your team doesn't have to. >> And nobody wants to be that next headline where a breach is concerned. Lital, close this out here with outcomes. I noticed some big stats on your website. I always gravitate towards that. What are some of the key outcomes that Hunters customers are achieving and then specifically AWS customers? >> Absolutely. Well, we already talked a lot about data and being able to ingest it. So we give our customers the predictability, the ability to ingest the data knowing what the cost is going to be in a very simple cost model. So basically you can ingest everything that you have across all IT tools that you have in your environment. And that helped companies reduce up to 75% of the data cost. We've seen with large customer, how much it change when they moved from traditional SIMs to using Hunters. Specifically, AWS customers can actually use the AWS Credits to buy Hunters if they're interested. Just go to AWS Marketplace, search for Hunters and come to a website, you can use your credits for that. I think we talked also about the security burden, the time spent on writing rules plus correlating incidents. We have seen sometimes a change in, instead of investigating an incident for two days, it is being cut for 20 minutes because we give them the exact story of the entire attack. What are the involved assets? What are the users that are involved, that they can just go see what's happening and then immediately go and remediate it. So big shift in meantime to detect meantime to respond. And I'm sure Ofer has a more kind of insights that he's seen with some of our customers around that. >> Yeah. So some great examples recently there. So there's two things that I've been chatting to customers about. One thing they really get a benefit of is we talked about the problem with talent. And where that really matters the most is that under the gun mode, we have a service that is, we see it as the natural progression of the service that we provide called Team Axon. What Team Axon does for you is when you're under the gun, when something like Log4Shell happens and everybody's looking at you, and time is ticking, instead of trying to figure out on yourself, Team Axon will come in, figure out the threat, will devise a report for all the customers, run queries on your behalf on your data, and give it to you within 24 hours. You'll have something to show your CEO or your executive team, your board even, this is where we got impacted or not impacted. This is what we did. Here's the mitigation thing, step that we need to take from world-class experts that you might not get access to for every single attack out there. That really helps customers kind of feel like they're safe. There's someone there to help them. There's a big brother there. I call it sometimes the Bat-Signal when we need it the most. The other thing is on the day-to-day, a lot of solution, we'll kind of talk about out-of-the-box security. Now, the problem with out-of-the-box security is keeping it up to date, that's what a lot of people miss. You have to think that you installed a year ago, but security doesn't stay put, you need to keep updating it. And you need to keep the updated pretty pretty frequently to stay ahead of the curve. If you're behind couple of months on your security updates, you know what happens. Same thing with your SOC platform on your SIM rule base. The reason that customers don't update is because if they usually do, then it might blow up the amount of alerts they're getting 'cause they need to tweak them. With the approach that we take that we tested on our customer's data transparently for them, and make sure to release them without false positives. We're just allowing them to push the updates transparently directly to their account. They don't need to do anything. And one customer, one of our biggest accounts, they have dozens of subsidiaries and multiple SOCs and one of the largest e-commerce companies in the world. And the person running security, he said, "If I had to do what Hunters gives me out of the box myself, I have to hire 20 people and put them to work for 18 months for what you give me out of the box." So for me, it's a very- >> That's huge. >> What we give customers and the kind of challenges that we're able to solve for them. >> Big challenges. Lital and Ofer, thank you so much for joining us on theCUBE today as part of this AWS Startup Showcase, talking about what Hunters does, why the vision and the value in it for customers. We appreciate your time and your insights. >> Thank you so much. >> For having us. >> My pleasure. For my guests, I'm Lisa Martin. Thank you for watching this episode of the AWS Startup Showcase. We'll see you soon. (cheerful music)

(gentle music) (upbeat music) (crowd chattering) >> Welcome back to The City That Never Sleeps. Lisa Martin and John Furrier in New York City for AWS Summit '22 with about 10 to 12,000 of our friends. And we've got two more friends joining us here today. We're going to be talking with Haseeb Budhani, one of our alumni, co-founder and CEO of Rafay Systems, and Kevin Coleman, senior manager for Go-to Market for EKS at AWS. Guys, thank you so much for joining us today. >> Thank you very much for having us. Excited to be here. >> Isn't it great to be back at an in-person event with 10, 12,000 people? >> Yes. There are a lot of people here. This is packed. >> A lot of energy here. So, Haseeb, we've got to start with you. Your T-shirt says it all. Don't hate k8s. (Kevin giggles) Talk to us about some of the trends, from a Kubernetes perspective, that you're seeing, and then Kevin will give your follow-up. >> Yeah. >> Yeah, absolutely. So, I think the biggest trend I'm seeing on the enterprise side is that enterprises are forming platform organizations to make Kubernetes a practice across the enterprise. So it used to be that a BU would say, "I need Kubernetes. I have some DevOps engineers, let me just do this myself." And the next one would do the same, and then next one would do the same. And that's not practical, long term, for an enterprise. And this is now becoming a consolidated effort, which is, I think it's great. It speaks to the power of Kubernetes, because it's becoming so important to the enterprise. But that also puts a pressure because what the platform team has to solve for now is they have to find this fine line between automation and governance, right? I mean, the developers, you know, they don't really care about governance. Just give me stuff, I need to compute, I'm going to go. But then the platform organization has to think about, how is this going to play for the enterprise across the board? So that combination of automation and governance is where we are finding, frankly, a lot of success in making enterprise platform team successful. I think, that's a really new thing to me. It's something that's changed in the last six months, I would say, in the industry. I don't know if, Kevin, if you agree with that or not, but that's what I'm seeing. >> Yeah, definitely agree with that. We see a ton of customers in EKS who are building these new platforms using Kubernetes. The term that we hear a lot of customers use is standardization. So they've got various ways that they're deploying applications, whether it's on-prem or in the cloud and region. And they're really trying to standardize the way they deploy applications. And Kubernetes is really that compute substrate that they're standardizing on. >> Kevin, talk about the relationship with Rafay Systems that you have and why you're here together. And two, second part of that question, why is EKS kicking ass so much? (Haseeb and Kevin laughing) All right, go ahead. First one, your relationship. Second one, EKS is doing pretty well. >> Yep, yep, yep. (Lisa laughing) So yeah, we work closely with Rafay, Rafay, excuse me. A lot of joint customer wins with Haseeb and Co, so they're doing great work with EKS customers and, yeah, love the partnership there. In terms of why EKS is doing so well, a number of reasons, I think. Number one, EKS is vanilla, upstream, open-source Kubernetes. So customers want to use that open-source technology, that open-source Kubernetes, and they come to AWS to get it in a managed offering, right? Kubernetes isn't the easiest thing to self-manage. And so customers, you know, back before EKS launched, they were banging down the door at AWS for us to have a managed Kubernetes offering. And, you know, we launched EKS and there's been a ton of customer adoption since then. >> You know, Lisa, when we, theCUBE 12 years, now everyone knows we started in 2010, we used to cover a show called OpenStack. >> I remember that. >> OpenStack Summit. >> What's that now? >> And at the time, at that time, Kubernetes wasn't there. So theCUBE was present at creation. We've been to every KubeCon ever, CNCF then took it over. So we've been watching it from the beginning. >> Right. And it reminds me of the same trend we saw with MapReduce and Hadoop. Very big promise, everyone loved it, but it was hard, very difficult. And Hadoop's case, big data, it ended up becoming a data lake. Now you got Spark, or Snowflake, and Databricks, and Redshift. Here, Kubernetes has not yet been taken over. But, instead, it's being abstracted away and or managed services are emerging. 'Cause general enterprises can't hire enough Kubernetes people. >> Yep. >> They're not that many out there yet. So there's the training issue. But there's been the rise of managed services. >> Yep. >> Can you guys comment on what your thoughts are relative to that trend of hard to use, abstracting away the complexity, and, specifically, the managed services? >> Yeah, absolutely. You want to go? >> Yeah, absolutely. I think, look, it's important to not kid ourselves. It is hard. (Johns laughs) But that doesn't mean it's not practical, right. When Kubernetes is done well, it's a thing of beauty. I mean, we have enough customer to scale, like, you know, it's like a, forget a hockey stick, it's a straight line up, because they just are moving so fast when they have the right platform in place. I think that the mistake that many of us make, and I've made this mistake when we started this company, was trivializing the platform aspect of Kubernetes, right. And a lot of my customers, you know, when they start, they kind of feel like, well, this is not that hard. I can bring this up and running. I just need two people. It'll be fine. And it's hard to hire, but then, I need two, then I need two more, then I need two, it's a lot, right. I think, the one thing I keep telling, like, when I talk to analysts, I say, "Look, somebody needs to write a book that says, 'Yes, it's hard, but, yes, it can be done, and here's how.'" Let's just be open about what it takes to get there, right. And, I mean, you mentioned OpenStack. I think the beauty of Kubernetes is that because it's such an open system, right, even with the managed offering, companies like Rafay can build really productive businesses on top of this Kubernetes platform because it's an open system. I think that is something that was not true with OpenStack. I've spent time with OpenStack also, I remember how it is. >> Well, Amazon had a lot to do with stalling the momentum of OpenStack, but your point about difficulty. Hadoop was always difficult to maintain and hiring against. There were no managed services and no one yet saw that value of big data yet. Here at Kubernetes, people are living a problem called, I'm scaling up. >> Yep. And so it sounds like it's a foundational challenge. The ongoing stuff sounds easier or manageable. >> Once you have the right tooling. >> Is that true? >> Yeah, no, I mean, once you have the right tooling, it's great. I think, look, I mean, you and I have talked about this before, I mean, the thesis behind Rafay is that, you know, there's like 8, 12 things that need to be done right for Kubernetes to work well, right. And my whole thesis was, I don't want my customer to buy 10, 12, 15 products. I want them to buy one platform, right. And I truly believe that, in our market, similar to what vCenter, like what VMware's vCenter did for VMs, I want to do that for Kubernetes, right. And that the reason why I say that is because, see, vCenter is not about hypervisors, right? vCenter is about hypervisor, access, networking, storage, all of the things, like multitenancy, all the things that you need to run an enterprise-grade VM environment. What is that equivalent for the Kubernetes world, right? So what we are doing at Rafay is truly building a vCenter, but for Kubernetes, like a kCenter. I've tried getting the domain. I couldn't get it. (Kevin laughs) >> Well, after the Broadcom view, you don't know what's going to happen. >> Ehh. (John laughs) >> I won't go there! >> Yeah. Yeah, let's not go there today. >> Kevin, EKS, I've heard people say to me, "Love EKS. Just add serverless, that's a home run." There's been a relationship with EKS and some of the other Amazon tools. Can you comment on what you're seeing as the most popular interactions among the services at AWS? >> Yeah, and was your comment there, add serverless? >> Add serverless with AKS at the edge- >> Yeah. >> and things are kind of interesting. >> I mean, so, one of the serverless offerings we have today is actually Fargate. So you can use Fargate, which is our serverless compute offering, or one of our serverless compute offerings with EKS. And so customers love that. Effectively, they get the beauty of EKS and the Kubernetes API but they don't have to manage nodes. So that's, you know, a good amount of adoption with Fargate as well. But then, we also have other ways that they can manage their nodes. We have managed node groups as well, in addition to self-managed nodes also. So there's a variety of options that customers can use from a compute perspective with EKS. And you'll continue to see us evolve the portfolio as well. >> Can you share, Haseeb, can you share a customer example, a joint customer example that you think really articulates the value of what Rafay and AWS are doing together? >> Yeah, absolutely. In fact, we announced a customer very recently on this very show, which is MoneyGram, which is a joint AWS and Rafay customer. Look, we have enough, you know, the thing about these massive customers is that, you know, not everybody's going to give us their logo to use. >> Right. >> But MoneyGram has been a Rafay plus EKS customer for a very, very long time. You know, at this point, I think we've earned their trust, and they've allowed us to, kind of say this publicly. But there's enough of these financial services companies who have, you know, standardized on EKS. So it's EKS first, Rafay second, right. They standardized on EKS. And then they looked around and said, "Who can help me platform EKS across my enterprise?" And we've been very lucky. We have some very large financial services, some very large healthcare companies now, who, A, EKS, B, Rafay. I'm not just saying that because my friend Kevin's here, (Lisa laughs) it's actually true. Look, EKS is a brilliant platform. It scales so well, right. I mean, people try it out, relative to other platforms, and it's just a no-brainer, it just scales. You want to build a big enterprise on the backs of a Kubernetes platform. And I'm not saying that's because I'm biased. Like EKS is really, really good. There's a reason why so many companies are choosing it over many other options in the market. >> You're doing a great job of articulating why the theme (Kevin laughs) of the New York City Summit is scale anything. >> Oh, yeah. >> There you go. >> Oh, yeah. >> I did not even know that but I'm speaking the language, right? >> You are. (John laughs) >> Yeah, absolutely. >> One of the things that we're seeing, also, I want to get your thoughts on, guys, is the app modernization trend, right? >> Yep. >> Because unlike other standards that were hard, that didn't have any benefit downstream 'cause they were too hard to get to, here, Kubernetes is feeding into real app for app developer pressure. They got to get cloud-native apps out. It's fairly new in the mainstream enterprise and a lot of hyperscalers have experience. So I'm going to ask you guys, what is the key thing that you're enabling with Kubernetes in the cloud-native apps? What is the key value? >> Yeah. >> I think, there's a bifurcation happening in the market. One is the Kubernetes Engine market, which is like EKS, AKS, GKE, right. And then there's the, you know, what, back in the day, we used to call operations and management, right. So the OAM layer for Kubernetes is where there's need, right. People are learning, right. Because, as you said before, the skill isn't there, you know, there's not enough talent available to the market. And that's the opportunity we're seeing. Because to solve for the standardization, the governance, and automation that we talked about earlier, you know, you have to solve for, okay, how do I manage my network? How do I manage my service mesh? How do I do chargebacks? What's my, you know, policy around actual Kubernetes policies? What's my blueprinting strategy? How do I do add-on management? How do I do pipelines for updates of add-ons? How do I upgrade my clusters? And we're not done yet, there's a longer list, right? This is a lot, right? >> Yeah. >> And this is what happens, right. It's just a lot. And really, the companies who understand that plethora of problems that need to be solved and build easy-to-use solutions that enterprises can consume with the right governance automation, I think they're going to be very, very successful here. >> Yeah. >> Because this is a train, right? I mean, this is happening whether, it's not us, it's happening, right? Enterprises are going to keep doing this. >> And open-source is a big driver in all of this. >> Absolutely. >> Absolutely. >> And I'll tag onto that. I mean, you talked about platform engineering earlier. Part of the point of building these platforms on top of Kubernetes is giving developers an easier way to get applications into the cloud. So building unique developer experiences that really make it easy for you, as a software developer, to take the code from your laptop, get it out of production as quickly as possible. The question is- >> So is that what you mean, does that tie your point earlier about that vertical, straight-up value once you've set up it, right? >> Yep. >> Because it's taking the burden off the developers for stopping their productivity. >> Absolutely. >> To go check in, is it configured properly? Is the supply chain software going to be there? Who's managing the services? Who's orchestrating the nodes? >> Yep. >> Is that automated, is that where you guys see the value? >> That's a lot of what we see, yeah. In terms of how these companies are building these platforms, is taking all the component pieces that Haseeb was talking about and really putting it into a cohesive whole. And then, you, as a software developer, you don't have to worry about configuring all of those things. You don't have to worry about security policy, governance, how your app is going to be exposed to the internet. >> It sounds like infrastructure is code. >> (laughs) Yeah. >> Come on, like. >> (laughs) Infrastructure's code is a big piece of it, for sure, for sure. >> Yeah, look, infrastructure's code actually- >> Infrastructure's sec is code too, the security. >> Yeah. >> Huge. >> Well, it all goes together. Like, we talk about developer self-service, right? The way we enable developer self-service is by teaching developers, here's a snippet of code that you write and you check it in and your infrastructure will just magically be created. >> Yep. >> But not automatically. It's going to go through a check, like a check through the platform team. These are the workflows that if you get them right, developers don't care, right. All developers want is I want to compute. But then all these 20 things need to happen in the back. That's what, if you nail it, right, I mean, I keep trying to kind of pitch the company, I don't want to do that today. But if you nail that, >> I'll give you a plug at the end. >> you have a good story. >> But I got to, I just have a tangent question 'cause you reminded me. There's two types of developers that have emerged, right. You have the software developer that wants infrastructures code. I just want to write my code, I don't want to stop. I want to build in shift-left for security, shift-right for data. All that's in there. >> Right. >> I'm coding away, I love coding. Then you've got the under-the-hood person. >> Yes. >> I've been to the engines. >> Certainly. >> So that's more of an SRE, data engineer, I'm wiring services together. >> Yeah. >> A lot of people are like, they don't know who they are yet. They're in college or they're transforming from an IT job. They're trying to figure out who they are. So question is, how do you tell a person that's watching, like, who am I? Like, should I be just coding? But I love the tech. Would you guys have any advice there? >> You know, I don't know if I have any guidance in terms of telling people who they are. (all laughing) I mean, I think about it in terms of a spectrum and this is what we hear from customers, is some customers want to shift as much responsibility onto the software teams to manage their infrastructure as well. And then some want to shift it all the way over to the very centralized model. And, you know, we see everything in between as well with our EKS customer base. But, yeah, I'm not sure if I have any direct guidance for people. >> Let's see, any wisdom? >> Aside from experiment. >> If you're coding more, you're a coder. If you like to play with the hardware, >> Yeah. >> or the gears. >> Look, I think it's really important for managers to understand that developers, yes, they have a job, you have to write code, right. But they also want to learn new things. It's only fair, right. >> Oh, yeah. >> So what we see is, developers want to learn. And we enable for them to understand Kubernetes in small pieces, like small steps, right. And that is really, really important because if we completely abstract things away, like Kubernetes, from them, it's not good for them, right. It's good for their careers also, right. It's good for them to learn these things. This is going to be with us for the next 15, 20 years. Everybody should learn it. But I want to learn it because I want to learn, not because this is part of my job, and that's the distinction, right. I don't want this to become my job because I want, I want to write my code. >> Do what you love. If you're more attracted to understanding how automation works, and robotics, or making things scale, you might be under-the-hood. >> Yeah. >> Yeah, look under the hood all day long. But then, in terms of, like, who keeps the lights on for the cluster, for example. >> All right, see- >> That's the job. >> He makes a lot of value. Now you know who you are. Ask these guys. (Lisa laughing) Congratulations on your success on EKS 2. >> Yeah, thank you. >> Quick, give a plug for the company. I know you guys are growing. I want to give you a minute to share to the audience a plug that's going to be, what are you guys doing? You're hiring? How many employees? Funding? Customer new wins? Take a minute to give a plug. >> Absolutely. And look, I come see, John, I think, every show you guys are doing a summit or a KubeCon, I'm here. (John laughing) And every time we come, we talk about new customers. Look, platform teams at enterprises seem to love Rafay because it helps them build that, well, Kubernetes platform that we've talked about on the show today. I think, many large enterprises on the financial service side, healthcare side, digital native side seem to have recognized that running Kubernetes at scale, or even starting with Kubernetes in the early days, getting it right with the right standards, that takes time, that takes effort. And that's where Rafay is a great partner. We provide a great SaaS offering, which you can have up and running very, very quickly. Of course, we love EKS. We work with our friends at AWS. But also works with Azure, we have enough customers in Azure. It also runs in Google. We have enough customers at Google. And it runs on-premises with OpenShift or with EKS A, right, whichever option you want to take. But in terms of that standardization and governance and automation for your developers to move fast, there's no better product in the market right now when it comes to Kubernetes platforms than Rafay. >> Kevin, while we're here, why don't you plug EKS too, come on. >> Yeah, absolutely, why not? (group laughing) So yes, of course. EKS is AWS's managed Kubernetes offering. It's the largest managed Kubernetes service in the world. We help customers who want to adopt Kubernetes and adopt it wherever they want to run Kubernetes, whether it's in region or whether it's on the edge with EKS A or running Kubernetes on Outposts and the evolving portfolio of EKS services as well. We see customers running extremely high-scale Kubernetes clusters, excuse me, and we're here to support them as well. So yeah, that's the managed Kubernetes offering. >> And I'll give the plug for theCUBE, we'll be at KubeCon in Detroit this year. (Lisa laughing) Lisa, look, we're giving a plug to everybody. Come on. >> We're plugging everybody. Well, as we get to plugs, I think, Haseeb, you have a book to write, I think, on Kubernetes. And I think you're wearing the title. >> Well, I do have a book to write, but I'm one of those people who does everything at the very end, so I will never get it right. (group laughing) So if you want to work on it with me, I have some great ideas. >> Ghostwriter. >> Sure! >> But I'm lazy. (Kevin chuckles) >> Ooh. >> So we got to figure something out. >> Somehow I doubt you're lazy. (group laughs) >> No entrepreneur's lazy, I know that. >> Right? >> You're being humble. >> He is. So Haseeb, Kevin, thank you so much for joining John and me today, >> Thank you. >> talking about what you guys are doing at Rafay with EKS, the power, why you shouldn't hate k8s. We appreciate your insights and your time. >> Thank you as well. >> Yeah, thank you very much for having us. >> Our pleasure. >> Thank you. >> We appreciate it. With John Furrier, I'm Lisa Martin. You're watching theCUBE live from New York City at the AWS NYC Summit. John and I will be right back with our next guest, so stick around. (upbeat music) (gentle music)