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Jim Harris, International Best Selling Author of Blindsided & Carolina Milanesi, Creative Strategies


 

>> 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)

Published Date : Mar 1 2023

SUMMARY :

that drive human progress. We're going to have a really So great to be here. People are ready to be back, And so a lot of companies that are here to So Jim, talk to us a little So how are they going to do this? It is a little bit better in the US. check, go to the beach, right? And 25% of the country's GDP and the cut is tiny. But that's not the way telcos is the best media company "That's the vision that you and I no longer go to Yelp, consumers pay for everything. Always. so you don't have to pay." And if you are not (laughing) from some of the infrastructure and enabling telco to be more sustainable. Wanted to ask you about And this is going to be big. and to double click on that a little bit, and the battery's ability to be charged, contrary to what people might think. each of your thoughts on the China factor. We just don't need to. What happens in the future When is the entire world for the GLOMO Awards, So a lot of the things that, and it just needs to work. It's a pleasure. coming to you day three

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Ray Wang, Constellation & Pascal Bornet, Best-selling Author | UiPath FORWARD 5


 

>>The Cube Presents UI Path Forward five. Brought to you by UI Path, >>Everybody. We're back in Las Vegas. The cube's coverage we're day one at UI Path forward. Five. Pascal Borne is here. He's an expert and bestselling author in the topic of AI and automation and the book Intelligent Automation. Welcome to the world of Hyper Automation, the first book on the topic. And of course, Ray Wong is back on the cube. He's the founder, chairman and principal analyst, Constellation Reese, also bestselling author of Everybody Wants To Rule the World. Guys, thanks so much for coming on The Cubes. Always a pleasure. Ray Pascal, First time on the Cube, I believe. >>Yes, thank you. Thanks for the invitation. Thank you. >>So what is artificial about artificial intelligence, >>For sure, not people. >>So, okay, so you guys are both speaking at the conference, Ray today. I think you're interviewing the co CEOs. What do you make of that? What's, what are you gonna, what are you gonna probe with these guys? Like, how they're gonna divide their divide and conquer, and why do you think the, the company Danielle in particular, decided to bring in Rob Sland? >>Well, you know what I mean, Like, you know, these companies are now at a different stage of growth, right? There's that early battle between RPA vendors. Now we're actually talking something different, right? We're talking about where does automation go? How do we get the decisioning? What's the next best action? That's gonna be the next step. And to take where UI path is today to somewhere else, You really want someone with that enterprise cred and experience the sales motions, the packages, the partnership capabilities, and who else better than Roblin? He, that's, he's done, he can do that in his sleep, but now he's gotta do that in a new space, taking whole category to another level. Now, Daniel on the other hand, right, I mean, he's the visionary founder. He put this thing from nothing to where he is today, right? I mean, at that point you want your founder thinking about the next set of ideas, right? So you get this interesting dynamic that we've seen for a while with co CEOs, those that are doing the operations, getting the stuff out the door, and then letting the founders get a chance to go back and rethink, take a look at the perspective, and hopefully get a chance to build the next idea or take the next idea back into the organization. >>Right? Very well said. Pascal, why did you write your book on intelligent automation and, and hyper automation, and what's changed since you've written that book? >>So, I, I wrote this book, An Intelligent Automation, two years ago. At that time, it was really a new topic. It was really about the key, the, the key, the key content of the, of the book is really about combining different technologies to automate the most complex end to end business processes in companies. And when I say capabilities, it's, we, we hear a lot about up here, especially here, robotic process automation. But up here alone, if you just trying to transform a company with only up here, you just fall short. Okay? A lot of those processes need more than execution. They need language, they need the capacity to view, to see, they need the capacity to understand and to, and to create insights. So by combining process automation with ai, natural language processing, computer vision, you give this capability to create impact by automating end to end processes in companies. >>I, I like the test, what I hear in the keynote with independent experts like yourself. So we're hearing that that intelligent automation or automation is a fundamental component of digital transformation. Is it? Or is it more sort of a back office sort of hidden in inside plumbing Ray? What do you think? >>Well, you start by understanding what's going on in the process phase. And that's where you see discover become very important in that keynote, right? And that's where process mining's playing a role. Then you gotta automate stuff. But when you get to operations, that's really where the change is going to happen, right? We actually think that, you know, when you're doing the digital transformation pieces, right? Analytics, automation and AI are coming together to create a concept we call decision velocity. You and I make a quick decision, boom, how long does it take to get out? Management committee could free forever, right? A week, two months, never. But if you're thinking about competing with the automation, right? These decisions are actually being done a hundred times per second by machine, even a thousand times per second. That asymmetry is really what people are facing at the moment. >>And the companies that are gonna be able to do that and start automating decisions are gonna be operating at another level. Back to what Pascal's book talking about, right? And there are four questions everyone has to ask you, like, when do you fully intelligently automate? And that happens right in the background when you augment the machine with a human. So we can find why did you make an exception? Why did you break a roll? Why didn't you follow this protocol so we can get it down to a higher level confidence? When do you augment the human with the machine so we can give you the information so you can act quickly. And the last one is, when do you wanna insert a human in the process? That's gonna be the biggest question. Order to cash, incident or resolution, Hire to retire, procure to pay. It doesn't matter. When do you want to put a human in the process? When do you want a man in the middle, person in the middle? And more importantly, when do you want insert friction? >>So Pascal, you wrote your book in the middle of the, the pandemic. Yes. And, and so, you know, pre pandemic digital transformation was kind of a buzzword. A lot of people gave it lip service, eh, not on my watch, I don't have to worry about that. But then it became sort of, you're not a digital business, you're out of business. So, so what have you seen as the catalyst for adoption of automation? Was it the, the pandemic? Was it sort of good runway before that? What's changed? You know, pre isolation, post isolation economy. >>You, you make me think about a joke. Who, who did your best digital transformation over the last years? The ceo, C H R O, the Covid. >>It's a big record ball, right? Yeah. >>Right. And that's exactly true. You know, before pandemic digital transformation was a competitive advantage. >>Companies that went into it had an opportunity to get a bit better than their, their competitors during the pandemic. Things have changed completely. Companies that were not digitalized and automated could not survive. And we've seen so many companies just burning out and, and, and those companies that have been able to capitalize on intelligent automation, digital transformations during the pandemic have been able not only to survive, but to, to thrive, to really create their place on the market. So that's, that has been a catalyst, definitely a catalyst for that. That explains the success of the book, basically. Yeah. >>Okay. Okay. >>So you're familiar with the concept of Stew the food, right? So Stew by definition is something that's delicious to eat. Stew isn't simply taking one of every ingredient from the pantry and throwing it in the pot and stirring it around. When we start talking about intelligent automation, artificial intelligence, augmented intelligence, it starts getting a bit overwhelming. My spy sense goes off and I start thinking, this sounds like mush. It doesn't sound like Stew. So I wanna hear from each of you, what is the methodical process that, that people need to go through when they're going through digital trans transmission, digital transformation, so that you get delicious stew instead of a mush that's just confused everything in your business. So you, Ray, you want, you want to, you wanna answer that first? >>Yeah. You know, I mean, we've been talking about digital transformation since 2010, right? And part of it was really getting the business model, right? What are you trying to achieve? Is that a new type of offering? Are you changing the way you monetize something? Are you taking existing process and applying it to a new set of technologies? And what do you wanna accomplish, right? Once you start there, then it becomes a whole lot of operational stuff. And it's more than st right? I mean, it, it could be like, well, I can't use those words there. But the point being is it could be a complete like, operational exercise. It could be a complete revenue exercise, it could be a regulatory exercise, it could be something about where you want to take growth into the next level. And each one of those processes, some of it is automation, right? There's a big component of it today. But most of it is really rethinking about what you want things to do, right? How do you actually make things to be successful, right? Do I reorganize a process? Do I insert a place to do monetization? Where do I put engagement in place? How do I collect data along the way so I can build better feedback loop? What can I do to build the business graph so that I have that knowledge for the future so I can go forward doing that so I can be successful. >>The Pascal should, should, should the directive be first ia, then ai? Or are these, are these things going to happen in parallel naturally? What's your position on that? Is it first, >>So it, so, >>So AI is part of IA because that's, it's, it's part of the big umbrella. And very often I got the question. So how do you differentiate AI in, I a, I like to say that AI is only the brain. So think of ai cuz I'm consider, I consider AI as machine learning, Okay? Think of AI in a, like a brain near jar that only can think, create, insight, learn, but doesn't do anything, doesn't have any arms, doesn't have any eyes, doesn't not have any mouth and ears can't talk, can't understand with ia, you, you give those capabilities to ai. You, you basically, you create a cap, the capability, technological capability that is able to do more than just thinking, learning and, and create insight, but also acting, speaking, understanding the environment, viewing it, interacting with it. So basically performing these, those end to end processes that are performed currently by people in companies. >>Yeah, we're gonna get to a point where we get to what we call a dynamic scenario generation. You're talking to me, you get excited, well, I changed the story because something else shows up, or you're talking to me and you're really upset. We're gonna have to actually ch, you know, address that issue right away. Well, we want the ability to have that sense and respond capability so that the next best action is served. So your data, your process, the journey, all the analytics on the top end, that's all gonna be served up and changed along the way. As we go from 2D journeys to 3D scenarios in the metaverse, if we think about what happens from a decentralized world to decentralized, and we think about what's happening from web two to web three, we're gonna make those types of shifts so that things are moving along. Everything's a choose your end venture journey. >>So I hope I remember this correctly from your book. You talked about disruption scenarios within industries and within companies. And I go back to the early days of, of our industry and East coast Prime, Wang, dg, they're all gone. And then, but, but you look at companies like Microsoft, you know, they were, they were able to, you know, get through that novel. Yeah. Ibm, you know, I call it survived. Intel is now going through their, you know, their challenge. So, so maybe it's inevitable, but how do you see the future in terms of disruption with an industry, Forget our industry for a second, all industry across, whether it's healthcare, financial services, manufacturing, automobiles, et cetera. How do you see the disruption scenario? I'm pretty sure you talked about this in your book, it's been a while since I read it, but I wonder if you could talk about that disruption scenario and, and the role that automation is going to play, either as the disruptor or as the protector of the incumbents. >>Let's take healthcare and auto as an example. Healthcare is a great example. If we think about what's going on, not enough nurses, massive shortage, right? What are we doing at the moment? We're setting five foot nine robots to do non-patient care. We're trying to capture enough information off, you know, patient analytics like this watch is gonna capture vitals from a going forward. We're doing a lot what we can do in the ambient level so that information and data is automatically captured and decisions are being rendered against that. Maybe you're gonna change your diet along the way, maybe you're gonna walk an extra 10 minutes. All those things are gonna be provided in that level of automation. Take the car business. It's not about selling cars. Tesla's a great example. We talk about this all the time. What Tesla's doing, they're basically gonna be an insurance company with all the data they have. They have better data than the insurance companies. They can do better underwriting, they've got better mapping information and insights they can actually suggest next best action do collision avoidance, right? Those are all the things that are actually happening today. And automation plays a big role, not just in the collection of that, that information insight, but also in the ability to make recommendations, to do predictions and to help you prevent things from going wrong. >>So, you know, it's interesting. It's like you talk about Tesla as the, the disrupting the insurance companies. It's almost like the over the top vendors have all the data relative to the telcos and mopped them up for lunch. Pascal, I wanna ask you, you know, the topic of future of work kind of was a bromide before, but, but now I feel like, you know, post pandemic, it, it actually has substance. How do you see the future of work? Can you even summarize what it's gonna look like? It's, it's, Or are we here? >>It's, yeah, it's, and definitely it's, it's more and more important topic currently. And you, you all heard about the great resignation and how employee experience is more and more important for companies according to have a business review. The companies that take care of their employee experience are four times more profitable that those that don't. So it's a, it's a, it's an issue for CEOs and, and shareholders. Now, how do we get there? How, how do we, how do we improve the, the quality of the employee experience, understanding the people, getting information from them, educating them. I'm talking about educating them on those new technologies and how they can benefit from those empowering them. And, and I think we've talked a lot about this, about the democratization local type of, of technologies that democratize the access to those technologies. Everyone can be empowered today to change their work, improve their work, and finally, incentivization. I think it's a very important point where companies that, yeah, I >>Give that. What's gonna be the key message of your talk tomorrow. Give us the bumper sticker, >>If you will. Oh, I'm gonna talk, It's a little bit different. I'm gonna talk for the IT community in this, in the context of the IT summit. And I'm gonna talk about the future of intelligent automation. So basically how new technologies will impact beyond what we see today, The future of work. >>Well, I always love having you on the cube, so articulate and, and and crisp. What's, what's exciting you these days, you know, in your world, I know you're traveling around a lot, but what's, what's hot? >>Yeah, I think one of the coolest thing that's going on right now is the fact that we're trying to figure out do we go to work or do we not go to work? Back to your other point, I mean, I don't know, work, work is, I mean, for me, work has been everywhere, right? And we're starting to figure out what that means. I think the second thing though is this notion around mission and purpose. And everyone's trying to figure out what does that mean for themselves? And that's really, I don't know if it's a great, great resignation. We call it great refactoring, right? Where you work, when you work, how we work, why you work, that's changing. But more importantly, the business models are changing. The monetization models are changing macro dynamics that are happening. Us versus China, G seven versus bricks, right? War on the dollar. All these things are happening around us at this moment and, and I think it's gonna really reshape us the way that we came out of the seventies into the eighties. >>Guys, always a pleasure having folks like yourself on, Thank you, Pascal. Been great to see you again. All right, Dave Nicholson, Dave Ante, keep it right there. Forward five from Las Vegas. You're watching the cue.

Published Date : Sep 29 2022

SUMMARY :

Brought to you by And of course, Ray Wong is back on the cube. Thanks for the invitation. What's, what are you gonna, what are you gonna probe with these guys? I mean, at that point you want your founder thinking about the next set Pascal, why did you write your book on intelligent automation and, the key, the key content of the, of the book is really about combining different technologies to automate What do you think? And that's where you see discover become very important And that happens right in the background when you augment So Pascal, you wrote your book in the middle of the, the pandemic. You, you make me think about a joke. It's a big record ball, right? And that's exactly true. That explains the success of the book, basically. you want, you want to, you wanna answer that first? And what do you wanna accomplish, right? So how do you differentiate AI in, I a, I We're gonna have to actually ch, you know, address that issue right away. about that disruption scenario and, and the role that automation is going to play, either as the disruptor to do predictions and to help you prevent things from going wrong. How do you see the future of work? is more and more important for companies according to have a business review. What's gonna be the key message of your talk tomorrow. And I'm gonna talk about the future of intelligent automation. what's exciting you these days, you know, in your world, I know you're traveling around a lot, when you work, how we work, why you work, that's changing. Been great to see you again.

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Breaking Analysis: Best of theCUBE on Cloud


 

>> Narrator: From theCUBE Studios in Palo Alto, in Boston bringing you data-driven insights from theCUBE and ETR. This is "Breaking Analysis" with Dave Vellante. >> The next 10 years of cloud, they're going to differ dramatically from the past decade. The early days of cloud, deployed virtualization of standard off-the-shelf components, X86 microprocessors, disk drives et cetera, to then scale out and build a large distributed system. The coming decade is going to see a much more data-centric, real-time, intelligent, call it even hyper-decentralized cloud that will comprise on-prem, hybrid, cross-cloud and edge workloads with a services layer that will obstruct the underlying complexity of the infrastructure which will also comprise much more custom and varied components. This was a key takeaway of the guests from theCUBE on Cloud, an event hosted by SiliconANGLE on theCUBE. Welcome to this week's Wikibon CUBE Insights Powered by ETR. In this episode, we'll summarize the findings of our recent event and extract the signal from our great guests with a couple of series and comments and clips from the show. CUBE on Cloud is our very first virtual editorial event. It was designed to bring together our community in an open forum. We ran the day on our 365 software platform and had a great lineup of CEOs, CIOs, data practitioners technologists. We had cloud experts, analysts and many opinion leaders all brought together in a day long series of sessions that we developed in order to unpack the future of cloud computing in the coming decade. Let me briefly frame up the conversation and then turn it over to some of our guests. First, we put forth our view of how modern cloud has evolved and where it's headed. This graphic that we're showing here, talks about the progression of cloud innovation over time. A cloud like many innovations, it started as a novelty. When AWS announced S3 in March of 2006, nobody in the vendor or user communities really even in the trade press really paid too much attention to it. Then later that year, Amazon announced EC2 and people started to think about a new model of computing. But it was largely tire kickers, bleeding-edge developers that took notice and really leaned in. Now the financial crisis of 2007 to 2009, really created what we call a cloud awakening and it put cloud on the radar of many CFOs. Shadow IT emerged within departments that wanted to take IT in bite-sized chunks and along with the CFO wanted to take it as OPEX versus CAPEX. And then I teach transformation that really took hold. We came out of the financial crisis and we've been on an 11-year cloud boom. And it doesn't look like it's going to stop anytime soon, cloud has really disrupted the on-prem model as we've reported and completely transformed IT. Ironically, the pandemic hit at the beginning of this decade, and created a mandate to go digital. And so it accelerated the industry transformation that we're highlighting here, which probably would have taken several more years to mature but overnight the forced March to digital happened. And it looks like it's here to stay. Now the next wave, we think we'll be much more about business or industry transformation. We're seeing the first glimpses of that. Holger Mueller of Constellation Research summed it up at our event very well I thought, he basically said the cloud is the big winner of COVID. Of course we know that now normally we talk about seven-year economic cycles. He said he was talking about for planning and investment cycles. Now we operate in seven-day cycles. The examples he gave where do we open or close the store? How do we pivot to support remote workers without the burden of CAPEX? And we think that the things listed on this chart are going to be front and center in the coming years, data AI, a fully digitized and intelligence stack that will support next gen disruptions in autos, manufacturing, finance, farming and virtually every industry where the system will expand to the edge. And the underlying infrastructure across physical locations will be hidden. Many issues remain, not the least of which is latency which we talked about at the event in quite some detail. So let's talk about how the Big 3 cloud players are going to participate in this next era. Well, in short, the consensus from the event was that the rich get richer. Let's take a look at some data. This chart shows our most recent estimates of IaaS and PaaS spending for the Big 3. And we're going to update this after earning season but there's a couple of points stand out. First, we want to make the point that combined the Big 3 now account for almost $80 billion of infrastructure spend last year. That $80 billion, was not all incremental (laughs) No it's caused consolidation and disruption in the on-prem data center business and within IT shops companies like Dell, HPE, IBM, Oracle many others have felt the heat and have had to respond with hybrid and cross cloud strategies. Second while it's true that Azure and GCP they appear to be growing faster than AWS. We don't know really the exact numbers, of course because only AWS provides a clean view of IaaS and passwords, Microsoft and Google. They kind of hide them all ball on their numbers which by the way, I don't blame them but they do leave breadcrumbs and clues on growth rates. And we have other means of estimating through surveys and the like, but it's undeniable Azure is closing the revenue gap on AWS. The third is that I like the fact that Azure and Google are growing faster than AWS. AWS is the only company by our estimates to grow its business sequentially last quarter. And in and of itself, that's not really enough important. What is significant is that because AWS is so large now at 45 billion, even at their slower growth rates it grows much more in absolute terms than its competitors. So we think AWS is going to keep its lead for some time. We think Microsoft and AWS will continue to lead the pack. You know, they might converge maybe it will be a 200 just race in terms of who's first who's second in terms of cloud revenue and how it's counted depending on what they count in their numbers. And Google look with its balance sheet and global network. It's going to play the long game and virtually everyone else with the exception of perhaps Alibaba is going to be secondary players on these platforms. Now this next graphic underscores that reality and kind of lays out the competitive landscape. What we're showing here is survey data from ETR of more than 1400 CIOs and IT buyers and on the vertical axis is Net Score which measures spending momentum on the horizontal axis is so-called Market Share which is a measure of pervasiveness in the data set. The key points are AWS and Microsoft look at it. They stand alone so far ahead of the pack. I mean, they really literally, it would have to fall down to lose their lead high spending velocity and large share of the market or the hallmarks of these two companies. And we don't think that's going to change anytime soon. Now, Google, even though it's far behind they have the financial strength to continue to position themselves as an alternative to AWS. And of course, an analytics specialist. So it will continue to grow, but it will be challenged. We think to catch up to the leaders. Now take a look at the hybrid zone where the field is playing. These are companies that have a large on-prem presence and have been forced to initiate a coherent cloud strategy. And of course, including multicloud. And we include Google in this so pack because they're behind and they have to take a differentiated approach relative to AWS, and maybe cozy up to some of these traditional enterprise vendors to help Google get to the enterprise. And you can see from the on-prem crowd, VMware Cloud on AWS is stands out as having some, some momentum as does Red Hat OpenShift, which is it's cloudy, but it's really sort of an ingredient it's not really broad IaaS specifically but it's a component of cloud VMware cloud which includes VCF or VMware Cloud Foundation. And even Dell's cloud. We would expect HPE with its GreenLake strategy. Its financials is shoring up, should be picking up momentum in the future in terms of what the customers of this survey consider cloud. And then of course you could see IBM and Oracle you're in the game, but they don't have the spending momentum and they don't have the CAPEX chops to compete with the hyperscalers IBM's cloud revenue actually dropped 7% last quarter. So that highlights the challenges that that company facing Oracle's cloud business is growing in the single digits. It's kind of up and down, but again underscores these two companies are really about migrating their software install basis to their captive clouds and as well for IBM, for example it's launched a financial cloud as a way to differentiate and not take AWS head-on an infrastructure as a service. The bottom line is that other than the Big 3 in Alibaba the rest of the pack will be plugging into hybridizing and cross-clouding those platforms. And there are definitely opportunities there specifically related to creating that abstraction layer that we talked about earlier and hiding that underlying complexity and importantly creating incremental value good examples, snowfallLike what snowflake is doing with its data cloud, what the data protection guys are doing. A company like Loomio is headed in that direction as are others. So, you keep an eye on that and think about where the white space is and where the value can be across-clouds. That's where the opportunity is. So let's see, what is this all going to look like? How does the cube community think it's going to unfold? Let's hear from theCUBE Guests and theCUBE on Cloud speakers and some of those highlights. Now, unfortunately we don't have time to show you clips from every speaker. We are like 10-plus hours of video content but we've tried to pull together some comments that summarize the sentiment from the community. So I'm going to have John Furrier briefly explain what theCUBE on Cloud is all about and then let the guests speak for themselves. After John, Pradeep Sindhu is going to give a nice technical overview of how the cloud was built out and what's changing in the future. I'll give you a hint it has to do with data. And then speaking of data, Mai-Lan Bukovec, who heads up AWS is storage portfolio. She'll explain how she views the coming changes in cloud and how they look at storage. Again, no surprise, it's all about data. Now, one of the themes that you'll hear from guests is the notion of a distributed cloud model. And Zhamak Deghani, he was a data architect. She'll explain her view of the future of data architectures. We also have thoughts from analysts like Zeus Karavalla and Maribel Lopez, and some comments from both Microsoft and Google to compliment AWS's view of the world. In fact, we asked JG Chirapurath from Microsoft to comment on the common narrative that Microsoft products are not best-to-breed. They put out a one dot O and then they get better, or sometimes people say, well, they're just good enough. So we'll see what his response is to that. And Paul Gillin asks, Amit Zavery of Google his thoughts on the cloud leaderboard and how Google thinks about their third-place position. Dheeraj Pandey gives his perspective on how technology has progressed and been miniaturized over time. And what's coming in the future. And then Simon Crosby gives us a framework to think about the edge as the most logical opportunity to process data not necessarily a physical place. And this was echoed by John Roese, and Chris Wolf to experience CTOs who went into some great depth on this topic. Unfortunately, I don't have the clips of those two but their comments can be found on the CTO power panel the technical edge it's called that's the segment at theCUBE on Cloud events site which we'll share the URL later. Now, the highlight reel ends with CEO Joni Klippert she talks about the changes in securing the cloud from a developer angle. And finally, we wrap up with a CIO perspective, Dan Sheehan. He provides some practical advice on building on his experience as a CIO, COO and CTO specifically how do you as a business technology leader deal with the rapid pace of change and still be able to drive business results? Okay, so let's now hear from the community please run the highlights. >> Well, I think one of the things we talked about COVID is the personal impact to me but other people as well one of the things that people are craving right now is information, factual information, truth, textures that we call it. But here this event for us Dave is our first inaugural editorial event. Rob, both Kristen Nicole the entire cube team, SiliconANGLE on theCUBE we're really trying to put together more of a cadence. We're going to do more of these events where we can put out and feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires of people making things happen, but it's often the people under them that are the real Newsmakers. >> If you look at the architecture of cloud data centers the single most important invention was scale-out. Scale-out of identical or near identical servers all connected to a standard IP ethernet network. That's the architecture. Now the building blocks of this architecture is ethernet switches which make up the network, IP ethernet switches. And then the server is all built using general purpose x86 CPU's with DRAM, with SSD, with hard drives all connected to inside the CPU. Now, the fact that you scale these server nodes as they're called out was very, very important in addressing the problem of how do you build very large scale infrastructure using general purpose compute but this architecture, Dave is a compute centric architecture. And the reason it's a compute centric architecture is if you open this, is server node. What you see is a connection to the network typically with a simple network interface card. And then you have CPU's which are in the middle of the action. Not only are the CPU's processing the application workload but they're processing all of the IO workload what we call data centric workload. And so when you connect SSDs and hard drives and GPU is everything to the CPU, as well as to the network you can now imagine that the CPU is doing two functions. It's running the applications but it's also playing traffic cop for the IO. So every IO has to go to the CPU and you're executing instructions typically in the operating system. And you're interrupting the CPU many many millions of times a second. Now general purpose CPU and the architecture of the CPU's was never designed to play traffic cop because the traffic cop function is a function that requires you to be interrupted very, very frequently. So it's critical that in this new architecture where does a lot of data, a lot of these stress traffic the percentage of workload, which is data centric has gone from maybe one to 2% to 30 to 40%. >> The path to innovation is paved by data. If you don't have data, you don't have machine learning you don't have the next generation of analytics applications that helps you chart a path forward into a world that seems to be changing every week. And so in order to have that insight in order to have that predictive forecasting that every company needs, regardless of what industry that you're in today, it all starts from data. And I think the key shift that I've seen is how customers are thinking about that data, about being instantly usable. Whereas in the past, it might've been a backup. Now it's part of a data Lake. And if you can bring that data into a data lake you can have not just analytics or machine learning or auditing applications it's really what does your application do for your business and how can it take advantage of that vast amount of shared data set in your business? >> We are actually moving towards decentralization if we think today, like if it let's move data aside if we said is the only way web would work the only way we get access to various applications on the web or pages to centralize it We would laugh at that idea. But for some reason we don't question that when it comes to data, right? So I think it's time to embrace the complexity that comes with the growth of number of sources, the proliferation of sources and consumptions models, embrace the distribution of sources of data that they're not just within one part of organization. They're not just within even bounds of organizations that are beyond the bounds of organization. And then look back and say, okay, if that's the trend of our industry in general, given the fabric of compensation and data that we put in, you know, globally in place then how the architecture and technology and organizational structure incentives need to move to embrace that complexity. And to me that requires a paradigm shift a full stack from how we organize our organizations how we organize our teams, how we put a technology in place to look at it from a decentralized angle. >> I actually think we're in the midst of the transition to what's called a distributed cloud, where if you look at modernized cloud apps today they're actually made up of services from different clouds. And also distributed edge locations. And that's going to have a pretty profound impact on the way we go vast. >> We wake up every day, worrying about our customer and worrying about the customer condition and to absolutely make sure we dealt with the best in the first attempt that we do. So when you take the plethora of products we've dealt with in Azure, be it Azure SQL be it Azure cosmos DB, Synapse, Azure Databricks, which we did in partnership with Databricks Azure machine learning. And recently when we sort of offered the world's first comprehensive data governance solution and Azure overview, I would, I would humbly submit to you that we are leading the way. >> How important are rankings within the Google cloud team or are you focused mainly more on growth and just consistency? >> No, I don't think again, I'm not worried about we are not focused on ranking or any of that stuff. Typically I think we are worried about making sure customers are satisfied and the adding more and more customers. So if you look at the volume of customers we are signing up a lot of the large deals we did doing. If you look at the announcement we've made over the last year has been tremendous momentum around that. >> The thing that is really interesting about where we have been versus where we're going is we spend a lot of time talking about virtualizing hardware and moving that around. And what does that look like? And creating that as more of a software paradigm. And the thing we're talking about now is what does cloud as an operating model look like? What is the manageability of that? What is the security of that? What, you know, we've talked a lot about containers and moving into different, DevSecOps and all those different trends that we've been talking about. Like now we're doing them. So we've only gotten to the first crank of that. And I think every technology vendor we talked to now has to address how are they are going to do a highly distributed management insecurity landscape? Like, what are they going to layer on top of that? Because it's not just about, oh, I've taken a rack of something, server storage, compute, and virtualized it. I know have to create a new operating model around it in a way we're almost redoing what the OSI stack looks like and what the software and solutions are for that. >> And the whole idea of we in every recession we make things smaller. You know, in 91 we said we're going to go away from mainframes into Unix servers. And we made the unit of compute smaller. Then in the year, 2000 windows the next bubble burst and the recession afterwards we moved from Unix servers to Wintel windows and Intel x86 and eventually Linux as well. Again, we made things smaller going from million dollar servers to $5,000 servers, shorter lib servers. And that's what we did in 2008, 2009. I said, look, we don't even need to buy servers. We can do things with virtual machines which are servers that are an incarnation in the digital world. There's nothing in the physical world that actually even lives but we made it even smaller. And now with cloud in the last three, four years and what will happen in this coming decade. They're going to make it even smaller not just in space, which is size, with functions and containers and virtual machines, but also in time. >> So I think the right way to think about edges where can you reasonably process the data? And it obviously makes sense to process data at the first opportunity you have but much data is encrypted between the original device say and the application. And so edge as a place doesn't make as much sense as edge as an opportunity to decrypt and analyze it in the care. >> When I think of Shift-left, I think of that Mobius that we all look at all of the time and how we deliver and like plan, write code, deliver software, and then manage it, monitor it, right like that entire DevOps workflow. And today, when we think about where security lives, it either is a blocker to deploying production or most commonly it lives long after code has been deployed to production. And there's a security team constantly playing catch up trying to ensure that the development team whose job is to deliver value to their customers quickly, right? Deploy as fast as we can as many great customer facing features. They're then looking at it months after software has been deployed and then hurrying and trying to assess where the bugs are and trying to get that information back to software developers so that they can fix those issues. Shifting left to me means software engineers are finding those bugs as they're writing code or in the CIC CD pipeline long before code has been deployed to production. >> During this for quite a while now, it still comes down to the people. I can get the technology to do what it needs to do as long as they have the right requirements. So that goes back to people making sure we have the partnership that goes back to leadership and the people and then the change management aspects right out of the gate, you should be worrying about how this change is going to be how it's going to affect, and then the adoption and an engagement, because adoption is critical because you can go create the best thing you think from a technology perspective. But if it doesn't get used correctly, it's not worth the investment. So I agree, what is a digital transformation or innovation? It still comes down to understand the business model and injecting and utilizing technology to grow our reduce costs, grow the business or reduce costs. >> Okay, so look, there's so much other content on theCUBE on Cloud events site we'll put the link in the description below. We have other CEOs like Kathy Southwick and Ellen Nance. We have the CIO of UI path. Daniel Dienes talks about automation in the cloud and Appenzell from Anaplan. And a plan is not her company. By the way, Dave Humphrey from Bain also talks about his $750 million investment in Nutanix. Interesting, Rachel Stevens from red monk talks about the future of software development in the cloud and CTO, Hillary Hunter talks about the cloud going vertical into financial services. And of course, John Furrier and I along with special guests like Sergeant Joe Hall share our take on key trends, data and perspectives. So right here, you see the coupon cloud. There's a URL, check it out again. We'll, we'll pop this URL in the description of the video. So there's some great content there. I want to thank everybody who participated and thank you for watching this special episode of theCUBE Insights Powered by ETR. This is Dave Vellante and I'd appreciate any feedback you might have on how we can deliver better event content for you in the future. We'll be doing a number of these and we look forward to your participation and feedback. Thank you, all right, take care, we'll see you next time. (upbeat music)

Published Date : Jan 22 2021

SUMMARY :

bringing you data-driven and kind of lays out the about COVID is the personal impact to me and GPU is everything to the Whereas in the past, it the only way we get access on the way we go vast. and to absolutely make sure we dealt and the adding more and more customers. And the thing we're talking And the whole idea and analyze it in the care. or in the CIC CD pipeline long before code I can get the technology to of software development in the cloud

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Innovation Happens Best in Open Collaboration Panel | DockerCon Live 2020


 

>> Announcer: From around the globe, it's the queue with digital coverage of DockerCon live 2020. Brought to you by Docker and its ecosystem partners. >> Welcome, welcome, welcome to DockerCon 2020. We got over 50,000 people registered so there's clearly a ton of interest in the world of Docker and Eddie's as I like to call it. And we've assembled a power panel of Open Source and cloud native experts to talk about where things stand in 2020 and where we're headed. I'm Shawn Conley, I'll be the moderator for today's panel. I'm also a proud alum of JBoss, Red Hat, SpringSource, VMware and Hortonworks and I'm broadcasting from my hometown of Philly. Our panelists include; Michelle Noorali, Senior Software Engineer at Microsoft, joining us from Atlanta, Georgia. We have Kelsey Hightower, Principal developer advocate at Google Cloud, joining us from Washington State and we have Chris Aniszczyk, CTO CIO at the CNCF, joining us from Austin, Texas. So I think we have the country pretty well covered. Thank you all for spending time with us on this power panel. Chris, I'm going to start with you, let's dive right in. You've been in the middle of the Docker netease wave since the beginning with a clear focus on building a better world through open collaboration. What are your thoughts on how the Open Source landscape has evolved over the past few years? Where are we in 2020? And where are we headed from both community and a tech perspective? Just curious to get things sized up? >> Sure, when CNCF started about roughly four, over four years ago, the technology mostly focused on just the things around Kubernetes, monitoring communities with technology like Prometheus, and I think in 2020 and the future, we definitely want to move up the stack. So there's a lot of tools being built on the periphery now. So there's a lot of tools that handle running different types of workloads on Kubernetes. So things like Uvert and Shay runs VMs on Kubernetes, which is crazy, not just containers. You have folks that, Microsoft experimenting with a project called Kruslet which is trying to run web assembly workloads natively on Kubernetes. So I think what we've seen now is more and more tools built around the periphery, while the core of Kubernetes has stabilized. So different technologies and spaces such as security and different ways to run different types of workloads. And at least that's kind of what I've seen. >> So do you have a fair amount of vendors as well as end users still submitting in projects in, is there still a pretty high volume? >> Yeah, we have 48 total projects in CNCF right now and Michelle could speak a little bit more to this being on the DOC, the pipeline for new projects is quite extensive and it covers all sorts of spaces from two service meshes to security projects and so on. So it's ever so expanding and filling in gaps in that cloud native landscape that we have. >> Awesome. Michelle, Let's head to you. But before we actually dive in, let's talk a little glory days. A rumor has it that you are the Fifth Grade Kickball Championship team captain. (Michelle laughs) Are the rumors true? >> They are, my speech at the end of the year was the first talk I ever gave. But yeah, it was really fun. I wasn't captain 'cause I wasn't really great at anything else apart from constantly cheer on the team. >> A little better than my eighth grade Spelling Champ Award so I think I'd rather have the kickball. But you've definitely, spent a lot of time leading an Open Source, you've been across many projects for many years. So how does the art and science of collaboration, inclusivity and teamwork vary? 'Cause you're involved in a variety of efforts, both in the CNCF and even outside of that. And then what are some tips for expanding the tent of Open Source projects? >> That's a good question. I think it's about transparency. Just come in and tell people what you really need to do and clearly articulate your problem, more clearly articulate your problem and why you can't solve it with any other solution, the more people are going to understand what you're trying to do and be able to collaborate with you better. What I love about Open Source is that where I've seen it succeed is where incentives of different perspectives and parties align and you're just transparent about what you want. So you can collaborate where it makes sense, even if you compete as a company with another company in the same area. So I really like that, but I just feel like transparency and honesty is what it comes down to and clearly communicating those objectives. >> Yeah, and the various foundations, I think one of the things that I've seen, particularly Apache Software Foundation and others is the notion of checking your badge at the door. Because the competition might be between companies, but in many respects, you have engineers across many companies that are just kicking butt with the tech they contribute, claiming victory in one way or the other might make for interesting marketing drama. But, I think that's a little bit of the challenge. In some of the, standards-based work you're doing I know with CNI and some other things, are they similar, are they different? How would you compare and contrast into something a little more structured like CNCF? >> Yeah, so most of what I do is in the CNCF, but there's specs and there's projects. I think what CNCF does a great job at is just iterating to make it an easier place for developers to collaborate. You can ask the CNCF for basically whatever you need, and they'll try their best to figure out how to make it happen. And we just continue to work on making the processes are clearer and more transparent. And I think in terms of specs and projects, those are such different collaboration environments. Because if you're in a project, you have to say, "Okay, I want this feature or I want this bug fixed." But when you're in a spec environment, you have to think a little outside of the box and like, what framework do you want to work in? You have to think a little farther ahead in terms of is this solution or this decision we're going to make going to last for the next how many years? You have to get more of a buy in from all of the key stakeholders and maintainers. So it's a little bit of a longer process, I think. But what's so beautiful is that you have this really solid, standard or interface that opens up an ecosystem and allows people to build things that you could never have even imagined or dreamed of so-- >> Gotcha. So I'm Kelsey, we'll head over to you as your focus is on, developer advocate, you've been in the cloud native front lines for many years. Today developers are faced with a ton of moving parts, spanning containers, functions, Cloud Service primitives, including container services, server-less platforms, lots more, right? I mean, there's just a ton of choice. How do you help developers maintain a minimalist mantra in the face of such a wealth of choice? I think minimalism I hear you talk about that periodically, I know you're a fan of that. How do you pass that on and your developer advocacy in your day to day work? >> Yeah, I think, for most developers, most of this is not really the top of mind for them, is something you may see a post on Hacker News, and you might double click into it. Maybe someone on your team brought one of these tools in and maybe it leaks up into your workflow so you're forced to think about it. But for most developers, they just really want to continue writing code like they've been doing. And the best of these projects they'll never see. They just work, they get out of the way, they help them with log in, they help them run their application. But for most people, this isn't the core idea of the job for them. For people in operations, on the other hand, maybe these components fill a gap. So they look at a lot of this stuff that you see in the CNCF and Open Source space as number one, various companies or teams sharing the way that they do things, right? So these are ideas that are put into the Open Source, some of them will turn into products, some of them will just stay as projects that had mutual benefit for multiple people. But for the most part, it's like walking through an ion like Home Depot. You pick the tools that you need, you can safely ignore the ones you don't need, and maybe something looks interesting and maybe you study it to see if that if you have a problem. And for most people, if you don't have that problem that that tool solves, you should be happy. No one needs every project and I think that's where the foundation for confusion. So my main job is to help people not get stuck and confused in LAN and just be pragmatic and just use the tools that work for 'em. >> Yeah, and you've spent the last little while in the server-less space really diving into that area, compare and contrast, I guess, what you found there, minimalist approach, who are you speaking to from a server-less perspective versus that of the broader CNCF? >> The thing that really pushed me over, I was teaching my daughter how to make a website. So she's on her Chromebook, making a website, and she's hitting 127.0.0.1, and it looks like geo cities from the 90s but look, she's making website. And she wanted her friends to take a look. So she copied and paste from her browser 127.0.0.1 and none of her friends could pull it up. So this is the point where every parent has to cross that line and say, "Hey, do I really need to sit down "and teach my daughter about Linux "and Docker and Kubernetes." That isn't her main goal, her goal was to just launch her website in a way that someone else can see it. So we got Firebase installed on her laptop, she ran one command, Firebase deploy. And our site was up in a few minutes, and she sent it over to her friend and there you go, she was off and running. The whole server-less movement has that philosophy as one of the stated goal that needs to be the workflow. So, I think server-less is starting to get closer and closer, you start to see us talk about and Chris mentioned this earlier, we're moving up the stack. Where we're going to up the stack, the North Star there is feel where you get the focus on what you're doing, and not necessarily how to do it underneath. And I think server-less is not quite there yet but every type of workload, stateless web apps check, event driven workflows check, but not necessarily for things like machine learning and some other workloads that more traditional enterprises want to run so there's still work to do there. So server-less for me, serves as the North Star for why all these Projects exists for people that may have to roll their own platform, to provide the experience. >> So, Chris, on a related note, with what we were just talking about with Kelsey, what's your perspective on the explosion of the cloud native landscape? There's, a ton of individual projects, each can be used separately, but in many cases, they're like Lego blocks and used together. So things like the surface mesh interface, standardizing interfaces, so things can snap together more easily, I think, are some of the approaches but are you doing anything specifically to encourage this cross fertilization and collaboration of bug ability, because there's just a ton of projects, not only at the CNCF but outside the CNCF that need to plug in? >> Yeah, I mean, a lot of this happens organically. CNCF really provides of the neutral home where companies, competitors, could trust each other to build interesting technology. We don't force integration or collaboration, it happens on its own. We essentially allow the market to decide what a successful project is long term or what an integration is. We have a great Technical Oversight Committee that helps shepherd the overall technical vision for the organization and sometimes steps in and tries to do the right thing when it comes to potentially integrating a project. Previously, we had this issue where there was a project called Open Tracing, and an effort called Open Census, which is basically trying to standardize how you're going to deal with metrics, on the tree and so on in a cloud native world that we're essentially competing with each other. The CNCF TC and committee came together and merged those projects into one parent ever called Open Elementary and so that to me is a case study of how our committee helps, bridges things. But we don't force things, we essentially want our community of end users and vendors to decide which technology is best in the long term, and we'll support that. >> Okay, awesome. And, Michelle, you've been focused on making distributed systems digestible, which to me is about simplifying things. And so back when Docker arrived on the scene, some people referred to it as developer dopamine, which I love that term, because it's simplified a bunch of crufty stuff for developers and actually helped them focus on doing their job, writing code, delivering code, what's happening in the community to help developers wire together multi-part modern apps in a way that's elegant, digestible, feels like a dopamine rush? >> Yeah, one of the goals of the(mumbles) project was to make it easier to deploy an application on Kubernetes so that you could see what the finished product looks like. And then dig into all of the things that that application is composed of, all the resources. So we're really passionate about this kind of stuff for a while now. And I love seeing projects that come into the space that have this same goal and just iterate and make things easier. I think we have a ways to go still, I think a lot of the iOS developers and JS developers I get to talk to don't really care that much about Kubernetes. They just want to, like Kelsey said, just focus on their code. So one of the projects that I really like working with is Tilt gives you this dashboard in your CLI, aggregates all your logs from your applications, And it kind of watches your application changes, and reconfigures those changes in Kubernetes so you can see what's going on, it'll catch errors, anything with a dashboard I love these days. So Yali is like a metrics dashboard that's integrated with STL, a service graph of your service mesh, and lets you see the metrics running there. I love that, I love that dashboard so much. Linkerd has some really good service graph images, too. So anything that helps me as an end user, which I'm not technically an end user, but me as a person who's just trying to get stuff up and running and working, see the state of the world easily and digest them has been really exciting to see. And I'm seeing more and more dashboards come to light and I'm very excited about that. >> Yeah, as part of the DockerCon just as a person who will be attending some of the sessions, I'm really looking forward to see where DockerCompose is going, I know they opened up the spec to broader input. I think your point, the good one, is there's a bit more work to really embrace the wealth of application artifacts that compose a larger application. So there's definitely work the broader community needs to lean in on, I think. >> I'm glad you brought that up, actually. Compose is something that I should have mentioned and I'm glad you bring that up. I want to see programming language libraries, integrate with the Compose spec. I really want to see what happens with that I think is great that they open that up and made that a spec because obviously people really like using Compose. >> Excellent. So Kelsey, I'd be remiss if I didn't touch on your January post on changelog entitled, "Monoliths are the Future." Your post actually really resonated with me. My son works for a software company in Austin, Texas. So your hometown there, Chris. >> Yeah. >> Shout out to Will and the chorus team. His development work focuses on adding modern features via micro services as extensions to the core monolith that the company was founded on. So just share some thoughts on monoliths, micro services. And also, what's deliverance dopamine from your perspective more broadly, but people usually phrase as monoliths versus micro services, but I get the sense you don't believe it's either or. >> Yeah, I think most companies from the pragmatic so one of their argument is one of pragmatism. Most companies have trouble designing any app, monolith, deployable or microservices architecture. And then these things evolve over time. Unless you're really careful, it's really hard to know how to slice these things. So taking an idea or a problem and just knowing how to perfectly compartmentalize it into individual deployable component, that's hard for even the best people to do. And double down knowing the actual solution to the particular problem. A lot of problems people are solving they're solving for the first time. It's really interesting, our industry in general, a lot of people who work in it have never solved the particular problem that they're trying to solve for the first time. So that's interesting. The other part there is that most of these tools that are here to help are really only at the infrastructure layer. We're talking freeways and bridges and toll bridges, but there's nothing that happens in the actual developer space right there in memory. So the libraries that interface to the structure logging, the libraries that deal with rate limiting, the libraries that deal with authorization, can this person make this query with this user ID? A lot of those things are still left for developers to figure out on their own. So while we have things like the brunettes and fluid D, we have all of these tools to deploy apps into those target, most developers still have the problem of everything you do above that line. And to be honest, the majority of the complexity has to be resolved right there in the app. That's the thing that's taking requests directly from the user. And this is where maybe as an industry, we're over-correcting. So we had, you said you come from the JBoss world, I started a lot of my Cisco administration, there's where we focus a little bit more on the actual application needs, maybe from a router that as well. But now what we're seeing is things like Spring Boot, start to offer a little bit more integration points in the application space itself. So I think the biggest parts that are missing now are what are the frameworks people will use for authorization? So you have projects like OPA, Open Policy Agent for those that are new to that, it gives you this very low level framework, but you still have to understand the concepts around, what does it mean to allow someone to do something and one missed configuration, all your security goes out of the window. So I think for most developers this is where the next set of challenges lie, if not actually the original challenge. So for some people, they were able to solve most of these problems with virtualization, run some scripts, virtualize everything and be fine. And monoliths were okay for that. For some reason, we've thrown pragmatism out of the window and some people are saying the only way to solve these problems is by breaking the app into 1000 pieces. Forget the fact that you had trouble managing one piece, you're going to somehow find the ability to manage 1000 pieces with these tools underneath but still not solving the actual developer problems. So this is where you've seen it already with a couple of popular blog posts from other companies. They cut too deep. They're going from 2000, 3000 microservices back to maybe 100 or 200. So to my world, it's going to be not just one monolith, but end up maybe having 10 or 20 monoliths that maybe reflect the organization that you have versus the architectural pattern that you're at. >> I view it as like a constellation of stars and planets, et cetera. Where you you might have a star that has a variety of, which is a monolith, and you have a variety of sort of planetary microservices that float around it. But that's reality, that's the reality of modern applications, particularly if you're not starting from a clean slate. I mean your points, a good one is, in many respects, I think the infrastructure is code movement has helped automate a bit of the deployment of the platform. I've been personally focused on app development JBoss as well as springsSource. The Spring team I know that tech pretty well over the years 'cause I was involved with that. So I find that James Governor's discussion of progressive delivery really resonates with me, as a developer, not so much as an infrastructure Deployer. So continuous delivery is more of infrastructure notice notion, progressive delivery, feature flags, those types of things, or app level, concepts, minimizing the blast radius of your, the new features you're deploying, that type of stuff, I think begins to speak to the pain of application delivery. So I'll guess I'll put this up. Michelle, I might aim it to you, and then we'll go around the horn, what are your thoughts on the progressive delivery area? How could that potentially begin to impact cloud native over 2020? I'm looking for some rallying cries that move up the stack and give a set of best practices, if you will. And I think James Governor of RedMonk opened on something that's pretty important. >> Yeah, I think it's all about automating all that stuff that you don't really know about. Like Flagger is an awesome progressive delivery tool, you can just deploy something, and people have been asking for so many years, ever since I've been in this space, it's like, "How do I do AB deployment?" "How do I do Canary?" "How do I execute these different deployment strategies?" And Flagger is a really good example, for example, it's a really good way to execute these deployment strategies but then, make sure that everything's happening correctly via observing metrics, rollback if you need to, so you don't just throw your whole system. I think it solves the problem and allows you to take risks but also keeps you safe in that you can be confident as you roll out your changes that it all works, it's metrics driven. So I'm just really looking forward to seeing more tools like that. And dashboards, enable that kind of functionality. >> Chris, what are your thoughts in that progressive delivery area? >> I mean, CNCF alone has a lot of projects in that space, things like Argo that are tackling it. But I want to go back a little bit to your point around developer dopamine, as someone that probably spent about a decade of his career focused on developer tooling and in fact, if you remember the Eclipse IDE and that whole integrated experience, I was blown away recently by a demo from GitHub. They have something called code spaces, which a long time ago, I was trying to build development environments that essentially if you were an engineer that joined a team recently, you could basically get an environment quickly start it with everything configured, source code checked out, environment properly set up. And that was a very hard problem. This was like before container days and so on and to see something like code spaces where you'd go to a repo or project, open it up, behind the scenes they have a container that is set up for the environment that you need to build and just have a VS code ID integrated experience, to me is completely magical. It hits like developer dopamine immediately for me, 'cause a lot of problems when you're going to work with a project attribute, that whole initial bootstrap of, "Oh you need to make sure you have this library, this install," it's so incredibly painful on top of just setting up your developer environment. So as we continue to move up the stack, I think you're going to see an incredible amount of improvements around the developer tooling and developer experience that people have powered by a lot of this cloud native technology behind the scenes that people may not know about. >> Yeah, 'cause I've been talking with the team over at Docker, the work they're doing with that desktop, enable the aim local environment, make sure it matches as closely as possible as your deployed environments that you might be targeting. These are some of the pains, that I see. It's hard for developers to get bootstrapped up, it might take him a day or two to actually just set up their local laptop and development environment, and particularly if they change teams. So that complexity really corralling that down and not necessarily being overly prescriptive as to what tool you use. So if you're visual code, great, it should feel integrated into that environment, use a different environment or if you feel more comfortable at the command line, you should be able to opt into that. That's some of the stuff I get excited to potentially see over 2020 as things progress up the stack, as you said. So, Michelle, just from an innovation train perspective, and we've covered a little bit, what's the best way for people to get started? I think Kelsey covered a little bit of that, being very pragmatic, but all this innovation is pretty intimidating, you can get mowed over by the train, so to speak. So what's your advice for how people get started, how they get involved, et cetera. >> Yeah, it really depends on what you're looking for and what you want to learn. So, if you're someone who's new to the space, honestly, check out the case studies on cncf.io, those are incredible. You might find environments that are similar to your organization's environments, and read about what worked for them, how they set things up, any hiccups they crossed. It'll give you a broad overview of the challenges that people are trying to solve with the technology in this space. And you can use that drill into the areas that you want to learn more about, just depending on where you're coming from. I find myself watching old KubeCon talks on the cloud native computing foundations YouTube channel, so they have like playlists for all of the conferences and the special interest groups in CNCF. And I really enjoy talking, I really enjoy watching excuse me, older talks, just because they explain why things were done, the way they were done, and that helps me build the tools I built. And if you're looking to get involved, if you're building projects or tools or specs and want to contribute, we have special interest groups in the CNCF. So you can find that in the CNCF Technical Oversight Committee, TOC GitHub repo. And so for that, if you want to get involved there, choose a vertical. Do you want to learn about observability? Do you want to drill into networking? Do you care about how to deliver your app? So we have a cig called app delivery, there's a cig for each major vertical, and you can go there to see what is happening on the edge. Really, these are conversations about, okay, what's working, what's not working and what are the next changes we want to see in the next months. So if you want that kind of granularity and discussion on what's happening like that, then definitely join those those meetings. Check out those meeting notes and recordings. >> Gotcha. So on Kelsey, as you look at 2020 and beyond, I know, you've been really involved in some of the earlier emerging tech spaces, what gets you excited when you look forward? What gets your own level of dopamine up versus the broader community? What do you see coming that we should start thinking about now? >> I don't think any of the raw technology pieces get me super excited anymore. Like, I've seen the circle of around three or four times, in five years, there's going to be a new thing, there might be a new foundation, there'll be a new set of conferences, and we'll all rally up and probably do this again. So what's interesting now is what people are actually using the technology for. Some people are launching new things that maybe weren't possible because infrastructure costs were too high. People able to jump into new business segments. You start to see these channels on YouTube where everyone can buy a mic and a B app and have their own podcasts and be broadcast to the globe, just for a few bucks, if not for free. Those revolutionary things are the big deal and they're hard to come by. So I think we've done a good job democratizing these ideas, distributed systems, one company got really good at packaging applications to share with each other, I think that's great, and never going to reset again. And now what's going to be interesting is, what will people build with this stuff? If we end up building the same things we were building before, and then we're talking about another digital transformation 10 years from now because it's going to be funny but Kubernetes will be the new legacy. It's going to be the things that, "Oh, man, I got stuck in this Kubernetes thing," and there'll be some governor on TV, looking for old school Kubernetes engineers to migrate them to some new thing, that's going to happen. You got to know that. So at some point merry go round will stop. And we're going to be focused on what you do with this. So the internet is there, most people have no idea of the complexities of underwater sea cables. It's beyond one or two people, or even one or two companies to comprehend. You're at the point now, where most people that jump on the internet are talking about what you do with the internet. You can have Netflix, you can do meetings like this one, it's about what you do with it. So that's going to be interesting. And we're just not there yet with tech, tech is so, infrastructure stuff. We're so in the weeds, that most people almost burn out what's just getting to the point where you can start to look at what you do with this stuff. So that's what I keep in my eye on, is when do we get to the point when people just ship things and build things? And I think the closest I've seen so far is in the mobile space. If you're iOS developer, Android developer, you use the SDK that they gave you, every year there's some new device that enables some new things speech to text, VR, AR and you import an STK, and it just worked. And you can put it in one place and 100 million people can download it at the same time with no DevOps team, that's amazing. When can we do that for server side applications? That's going to be something I'm going to find really innovative. >> Excellent. Yeah, I mean, I could definitely relate. I was Hortonworks in 2011, so, Hadoop, in many respects, was sort of the precursor to the Kubernetes area, in that it was, as I like to refer to, it was a bunch of animals in the zoo, wasn't just the yellow elephant. And when things mature beyond it's basically talking about what kind of analytics are driving, what type of machine learning algorithms and applications are they delivering? You know that's when things tip over into a real solution space. So I definitely see that. I think the other cool thing even just outside of the container and container space, is there's just such a wealth of data related services. And I think how those two worlds come together, you brought up the fact that, in many respects, server-less is great, it's stateless, but there's just a ton of stateful patterns out there that I think also need to be addressed as these richer applications to be from a data processing and actionable insights perspective. >> I also want to be clear on one thing. So some people confuse two things here, what Michelle said earlier about, for the first time, a whole group of people get to learn about distributed systems and things that were reserved to white papers, PhDs, CF site, this stuff is now super accessible. You go to the CNCF site, all the things that you read about or we used to read about, you can actually download, see how it's implemented and actually change how it work. That is something we should never say is a waste of time. Learning is always good because someone has to build these type of systems and whether they sell it under the guise of server-less or not, this will always be important. Now the other side of this is, that there are people who are not looking to learn that stuff, the majority of the world isn't looking. And in parallel, we should also make this accessible, which should enable people that don't need to learn all of that before they can be productive. So that's two sides of the argument that can be true at the same time, a lot of people get caught up. And everything should just be server-less and everyone learning about distributed systems, and contributing and collaborating is wasting time. We can't have a world where there's only one or two companies providing all infrastructure for everyone else, and then it's a black box. We don't need that. So we need to do both of these things in parallel so I just want to make sure I'm clear that it's not one of these or the other. >> Yeah, makes sense, makes sense. So we'll just hit the final topic. Chris, I think I'll ask you to help close this out. COVID-19 clearly has changed how people work and collaborate. I figured we'd end on how do you see, so DockerCon is going to virtual events, inherently the Open Source community is distributed and is used to not face to face collaboration. But there's a lot of value that comes together by assembling a tent where people can meet, what's the best way? How do you see things playing out? What's the best way for this to evolve in the face of the new normal? >> I think in the short term, you're definitely going to see a lot of virtual events cropping up all over the place. Different themes, verticals, I've already attended a handful of virtual events the last few weeks from Red Hat summit to Open Compute summit to Cloud Native summit, you'll see more and more of these. I think, in the long term, once the world either get past COVID or there's a vaccine or something, I think the innate nature for people to want to get together and meet face to face and deal with all the serendipitous activities you would see in a conference will come back, but I think virtual events will augment these things in the short term. One benefit we've seen, like you mentioned before, DockerCon, can have 50,000 people at it. I don't remember what the last physical DockerCon had but that's definitely an order of magnitude more. So being able to do these virtual events to augment potential of physical events in the future so you can build a more inclusive community so people who cannot travel to your event or weren't lucky enough to win a scholarship could still somehow interact during the course of event to me is awesome and I hope something that we take away when we start all doing these virtual events when we get back to physical events, we find a way to ensure that these things are inclusive for everyone and not just folks that can physically make it there. So those are my thoughts on on the topic. And I wish you the best of luck planning of DockerCon and so on. So I'm excited to see how it turns out. 50,000 is a lot of people and that just terrifies me from a cloud native coupon point of view, because we'll probably be somewhere. >> Yeah, get ready. Excellent, all right. So that is a wrap on the DockerCon 2020 Open Source Power Panel. I think we covered a ton of ground. I'd like to thank Chris, Kelsey and Michelle, for sharing their perspectives on this continuing wave of Docker and cloud native innovation. I'd like to thank the DockerCon attendees for tuning in. And I hope everybody enjoys the rest of the conference. (upbeat music)

Published Date : May 29 2020

SUMMARY :

Brought to you by Docker of the Docker netease wave on just the things around Kubernetes, being on the DOC, the A rumor has it that you are apart from constantly cheer on the team. So how does the art and the more people are going to understand Yeah, and the various foundations, and allows people to build things I think minimalism I hear you You pick the tools that you need, and it looks like geo cities from the 90s but outside the CNCF that need to plug in? We essentially allow the market to decide arrived on the scene, on Kubernetes so that you could see Yeah, as part of the and I'm glad you bring that up. entitled, "Monoliths are the Future." but I get the sense you and some people are saying the only way and you have a variety of sort in that you can be confident and in fact, if you as to what tool you use. and that helps me build the tools I built. So on Kelsey, as you and be broadcast to the globe, that I think also need to be addressed the things that you read about in the face of the new normal? and meet face to face So that is a wrap on the DockerCon 2020

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UNLIST TILL 4/2 - The Shortest Path to Vertica – Best Practices for Data Warehouse Migration and ETL


 

hello everybody and thank you for joining us today for the virtual verdict of BBC 2020 today's breakout session is entitled the shortest path to Vertica best practices for data warehouse migration ETL I'm Jeff Healey I'll leave verdict and marketing I'll be your host for this breakout session joining me today are Marco guesser and Mauricio lychee vertical product engineer is joining us from yume region but before we begin I encourage you to submit questions or comments or in the virtual session don't have to wait just type question in a comment in the question box below the slides that click Submit as always there will be a Q&A session the end of the presentation will answer as many questions were able to during that time any questions we don't address we'll do our best to answer them offline alternatively visit Vertica forums that formed at vertical comm to post your questions there after the session our engineering team is planning to join the forums to keep the conversation going also reminder that you can maximize your screen by clicking the double arrow button and lower right corner of the sides and yes this virtual session is being recorded be available to view on demand this week send you a notification as soon as it's ready now let's get started over to you mark marco andretti oh hello everybody this is Marco speaking a sales engineer from Amir said I'll just get going ah this is the agenda part one will be done by me part two will be done by Mauricio the agenda is as you can see big bang or piece by piece and the migration of the DTL migration of the physical data model migration of et I saw VTL + bi functionality what to do with store procedures what to do with any possible existing user defined functions and migration of the data doctor will be by Maurice it you want to talk about emeritus Rider yeah hello everybody my name is Mauricio Felicia and I'm a birth record pre-sales like Marco I'm going to talk about how to optimize that were always using some specific vertical techniques like table flattening live aggregated projections so let me start with be a quick overview of the data browser migration process we are going to talk about today and normally we often suggest to start migrating the current that allows the older disease with limited or minimal changes in the overall architecture and yeah clearly we will have to port the DDL or to redirect the data access tool and we will platform but we should minimizing the initial phase the amount of changes in order to go go live as soon as possible this is something that we also suggest in the second phase we can start optimizing Bill arouse and which again with no or minimal changes in the architecture as such and during this optimization phase we can create for example dog projections or for some specific query or optimize encoding or change some of the visual spools this is something that we normally do if and when needed and finally and again if and when needed we go through the architectural design for these operations using full vertical techniques in order to take advantage of all the features we have in vertical and this is normally an iterative approach so we go back to name some of the specific feature before moving back to the architecture and science we are going through this process in the next few slides ok instead in order to encourage everyone to keep using their common sense when migrating to a new database management system people are you often afraid of it it's just often useful to use the analogy of how smooth in your old home you might have developed solutions for your everyday life that make perfect sense there for example if your old cent burner dog can't walk anymore you might be using a fork lifter to heap in through your window in the old home well in the new home consider the elevator and don't complain that the window is too small to fit the dog through this is very much in the same way as Narita but starting to make the transition gentle again I love to remain in my analogy with the house move picture your new house as your new holiday home begin to install everything you miss and everything you like from your old home once you have everything you need in your new house you can shut down themselves the old one so move each by feet and go for quick wins to make your audience happy you do bigbang only if they are going to retire the platform you are sitting on where you're really on a sinking ship otherwise again identify quick wings implement published and quickly in Vertica reap the benefits enjoy the applause use the gained reputation for further funding and if you find that nobody's using the old platform anymore you can shut it down if you really have to migrate you can still go to really go to big battle in one go only if you absolutely have to otherwise migrate by subject area use the group all similar clear divisions right having said that ah you start off by migrating objects objects in the database that's one of the very first steps it consists of migrating verbs the places where you can put the other objects into that is owners locations which is usually schemers then what do you have that you extract tables news then you convert the object definition deploy them to Vertica and think that you shouldn't do it manually never type what you can generate ultimate whatever you can use it enrolls usually there is a system tables in the old database that contains all the roads you can export those to a file reformat them and then you have a create role and create user scripts that you can apply to Vertica if LDAP Active Directory was used for the authentication the old database vertical supports anything within the l dubs standard catalogued schemas should be relatively straightforward with maybe sometimes the difference Vertica does not restrict you by defining a schema as a collection of all objects owned by a user but it supports it emulates it for old times sake Vertica does not need the catalog or if you absolutely need the catalog from the old tools that you use it it usually said it is always set to the name of the database in case of vertical having had now the schemas the catalogs the users and roles in place move the take the definition language of Jesus thought if you are allowed to it's best to use a tool that translates to date types in the PTL generated you might see as a mention of old idea to listen by memory to by the way several times in this presentation we are very happy to have it it actually can export the old database table definition because they got it works with the odbc it gets what the old database ODBC driver translates to ODBC and then it has internal translation tables to several target schema to several target DBMS flavors the most important which is obviously vertical if they force you to use something else there are always tubes like sequel plots in Oracle the show table command in Tara data etc H each DBMS should have a set of tools to extract the object definitions to be deployed in the other instance of the same DBMS ah if I talk about youth views usually a very new definition also in the old database catalog one thing that you might you you use special a bit of special care synonyms is something that were to get emulated different ways depending on the specific needs I said I stop you on the view or table to be referred to or something that is really neat but other databases don't have the search path in particular that works that works very much like the path environment variable in Windows or Linux where you specify in a table an object name without the schema name and then it searched it first in the first entry of the search path then in a second then in third which makes synonym hugely completely unneeded when you generate uvl we remained in the analogy of moving house dust and clean your stuff before placing it in the new house if you see a table like the one here at the bottom this is usually corpse of a bad migration in the past already an ID is usually an integer and not an almost floating-point data type a first name hardly ever has 256 characters and that if it's called higher DT it's not necessarily needed to store the second when somebody was hired so take good care in using while you are moving dust off your stuff and use better data types the same applies especially could string how many bytes does a string container contains for eurozone's it's not for it's actually 12 euros in utf-8 in the way that Vertica encodes strings and ASCII characters one died but the Euro sign thinks three that means that you have to very often you have when you have a single byte character set up a source you have to pay attention oversize it first because otherwise it gets rejected or truncated and then you you will have to very carefully check what their best science is the best promising is the most promising approach is to initially dimension strings in multiples of very initial length and again ODP with the command you see there would be - I you 2 comma 4 will double the lengths of what otherwise will single byte character and multiply that for the length of characters that are wide characters in traditional databases and then load the representative sample of your cells data and profile using the tools that we personally use to find the actually longest datatype and then make them shorter notice you might be talking about the issues of having too long and too big data types on projection design are we live and die with our projects you might know remember the rules on how default projects has come to exist the way that we do initially would be just like for the profiling load a representative sample of the data collector representative set of already known queries from the Vertica database designer and you don't have to decide immediately you can always amend things and otherwise follow the laws of physics avoid moving data back and forth across nodes avoid heavy iOS if you can design your your projections initially by hand encoding matters you know that the database designer is a very tight fisted thing it would optimize to use as little space as possible you will have to think of the fact that if you compress very well you might end up using more time in reading it this is the testimony to run once using several encoding types and you see that they are l e is the wrong length encoded if sorted is not even visible while the others are considerably slower you can get those nights and look it in look at them in detail I will go in detail you now hear about it VI migrations move usually you can expect 80% of everything to work to be able to live to be lifted and shifted you don't need most of the pre aggregated tables because we have live like regain projections many BI tools have specialized query objects for the dimensions and the facts and we have the possibility to use flatten tables that are going to be talked about later you might have to ride those by hand you will be able to switch off casting because vertical speeds of everything with laps Lyle aggregate projections and you have worked with molap cubes before you very probably won't meet them at all ETL tools what you will have to do is if you do it row by row in the old database consider changing everything to very big transactions and if you use in search statements with parameter markers consider writing to make pipes and using verticals copy command mouse inserts yeah copy c'mon that's what I have here ask you custom functionality you can see on this slide the verticals the biggest number of functions in the database we compare them regularly by far compared to any other database you might find that many of them that you have written won't be needed on the new database so look at the vertical catalog instead of trying to look to migrate a function that you don't need stored procedures are very often used in the old database to overcome their shortcomings that Vertica doesn't have very rarely you will have to actually write a procedure that involves a loop but it's really in our experience very very rarely usually you can just switch to standard scripting and this is basically repeating what Mauricio said in the interest of time I will skip this look at this one here the most of the database data warehouse migration talks should be automatic you can use you can automate GDL migration using ODB which is crucial data profiling it's not crucial but game-changing the encoding is the same thing you can automate at you using our database designer the physical data model optimization in general is game-changing you have the database designer use the provisioning use the old platforms tools to generate the SQL you have no objects without their onus is crucial and asking functions and procedures they are only crucial if they depict the company's intellectual property otherwise you can almost always replace them with something else that's it from me for now Thank You Marco Thank You Marco so we will now point our presentation talking about some of the Vertica that overall the presentation techniques that we can implement in order to improve the general efficiency of the dot arouse and let me start with a few simple messages well the first one is that you are supposed to optimize only if and when this is needed in most of the cases just a little shift from the old that allows to birth will provide you exhaust the person as if you were looking for or even better so in this case probably is not really needed to to optimize anything in case you want optimize or you need to optimize then keep in mind some of the vertical peculiarities for example implement delete and updates in the vertical way use live aggregate projections in order to avoid or better in order to limit the goodbye executions at one time used for flattening in order to avoid or limit joint and and then you can also implement invert have some specific birth extensions life for example time series analysis or machine learning on top of your data we will now start by reviewing the first of these ballots optimize if and when needed well if this is okay I mean if you get when you migrate from the old data where else to birth without any optimization if the first four month level is okay then probably you only took my jacketing but this is not the case one very easier to dispute in session technique that you can ask is to ask basket cells to optimize the physical data model using the birth ticket of a designer how well DB deal which is the vertical database designer has several interfaces here I'm going to use what we call the DB DB programmatic API so basically sequel functions and using other databases you might need to hire experts looking at your data your data browser your table definition creating indexes or whatever in vertical all you need is to run something like these are simple as six single sequel statement to get a very well optimized physical base model you see that we start creating a new design then we had to be redesigned tables and queries the queries that we want to optimize we set our target in this case we are tuning the physical data model in order to maximize query performances this is why we are using my design query and in our statement another possible journal tip would be to tune in order to reduce storage or a mix between during storage and cheering queries and finally we asked Vertica to produce and deploy these optimized design in a matter of literally it's a matter of minutes and in a few minutes what you can get is a fully optimized fiscal data model okay this is something very very easy to implement keep in mind some of the vertical peculiarities Vaska is very well tuned for load and query operations aunt Berta bright rose container to biscuits hi the Pharos container is a group of files we will never ever change the content of this file the fact that the Rose containers files are never modified is one of the political peculiarities and these approach led us to use minimal locks we can add multiple load operations in parallel against the very same table assuming we don't have a primary or unique constraint on the target table in parallel as a sage because they will end up in two different growth containers salad in read committed requires in not rocket fuel and can run concurrently with insert selected because the Select will work on a snapshot of the catalog when the transaction start this is what we call snapshot isolation the kappa recovery because we never change our rows files are very simple and robust so we have a huge amount of bandages due to the fact that we never change the content of B rows files contain indiarose containers but on the other side believes and updates require a little attention so what about delete first when you believe in the ethica you basically create a new object able it back so it appeared a bit later in the Rose or in memory and this vector will point to the data being deleted so that when the feed is executed Vertica will just ignore the rules listed in B delete records and it's not just about the leak and updating vertical consists of two operations delete and insert merge consists of either insert or update which interim is made of the little insert so basically if we tuned how the delete work we will also have tune the update in the merge so what should we do in order to optimize delete well remember what we said that every time we please actually we create a new object a delete vector so avoid committing believe and update too often we reduce work the work for the merge out for the removal method out activities that are run afterwards and be sure that all the interested projections will contain the column views in the dedicate this will let workers directly after access the projection without having to go through the super projection in order to create the vector and the delete will be much much faster and finally another very interesting optimization technique is trying to segregate the update and delete operation from Pyrenean third workload in order to reduce lock contention beliefs something we are going to discuss and these contain using partition partition operation this is exactly what I want to talk about now here you have a typical that arouse architecture so we have data arriving in a landing zone where the data is loaded that is from the data sources then we have a transformation a year writing into a staging area that in turn will feed the partitions block of data in the green data structure we have at the end those green data structure we have at the end are the ones used by the data access tools when they run their queries sometimes we might need to change old data for example because we have late records or maybe because we want to fix some errors that have been originated in the facilities so what we do in this case is we just copied back the partition we want to change or we want to adjust from the green interior a the end to the stage in the area we have a very fast operation which is Tokyo Station then we run our updates or our adjustment procedure or whatever we need in order to fix the errors in the data in the staging area and at the very same time people continues to you with green data structures that are at the end so we will never have contention between the two operations when we updating the staging area is completed what we have to do is just to run a swap partition between tables in order to swap the data that we just finished to adjust in be staging zone to the query area that is the green one at the end this swap partition is very fast is an atomic operation and basically what will happens is just that well exchange the pointer to the data this is a very very effective techniques and lot of customer useless so why flops on table and live aggregate for injections well basically we use slot in table and live aggregate objection to minimize or avoid joint this is what flatten table are used for or goodbye and this is what live aggregate projections are used for now compared to traditional data warehouses better can store and process and aggregate and join order of magnitudes more data that is a true columnar database joint and goodbye normally are not a problem at all they run faster than any traditional data browse that page there are still scenarios were deficits are so big and we are talking about petabytes of data and so quickly going that would mean be something in order to boost drop by and join performances and this is why you can't reduce live aggregate projections to perform aggregations hard loading time and limit the need for global appear on time and flux and tables to combine information from different entity uploading time and again avoid running joint has query undefined okay so live aggregate projections at this point in time we can use live aggregate projections using for built in aggregate functions which are some min Max and count okay let's see how this works suppose that you have a normal table in this case we have a table unit sold with three columns PIB their time and quantity which has been segmented in a given way and on top of this base table we call it uncle table we create a projection you see that we create the projection using the salad that will aggregate the data we get the PID we get the date portion of the time and we get the sum of quantity from from the base table grouping on the first two columns so PID and the date portion of day time okay what happens in this case when we load data into the base table all we have to do with load data into the base table when we load data into the base table we will feel of course big injections that assuming we are running with k61 we will have to projection to projections and we will know the data in those two projection with all the detail in data we are going to load into the table so PAB playtime and quantity but at the very same time at the very same time and without having to do nothing any any particular operation or without having to run any any ETL procedure we will also get automatically in the live aggregate projection for the data pre aggregated with be a big day portion of day time and the sum of quantity into the table name total quantity you see is something that we get for free without having to run any specific procedure and this is very very efficient so the key concept is that during the loading operation from VDL point of view is executed again the base table we do not explicitly aggregate data or we don't have any any plc do the aggregation is automatic and we'll bring the pizza to be live aggregate projection every time we go into the base table you see the two selection that we have we have on in this line on the left side and you see that those two selects will produce exactly the same result so running select PA did they trying some quantity from the base table or running the select star from the live aggregate projection will result exactly in the same data you know this is of course very useful but is much more useful result that if we and we can observe this if we run an explained if we run the select against the base table asking for this group data what happens behind the scene is that basically vertical itself that is a live aggregate projection with the data that has been already aggregating loading phase and rewrite your query using polite aggregate projection this happens automatically you see this is a query that ran a group by against unit sold and vertical decided to rewrite this clearly as something that has to be collected against the light aggregates projection because if I decrease this will save a huge amount of time and effort during the ETL cycle okay and is not just limited to be information you want to aggregate for example another query like select count this thing you might note that can't be seen better basically our goodbyes will also take advantage of the live aggregate injection and again this is something that happens automatically you don't have to do anything to get this okay one thing that we have to keep very very clear in mind Brassica what what we store in the live aggregate for injection are basically partially aggregated beta so in this example we have two inserts okay you see that we have the first insert that is entered in four volts and the second insert which is inserting five rules well in for each of these insert we will have a partial aggregation you will never know that after the first insert you will have a second one so better will calculate the aggregation of the data every time irin be insert it is a key concept and be also means that you can imagine lies the effectiveness of bees technique by inserting large chunk of data ok if you insert data row by row this technique live aggregate rejection is not very useful because for every goal that you insert you will have an aggregation so basically they'll live aggregate injection will end up containing the same number of rows that you have in the base table but if you everytime insert a large chunk of data the number of the aggregations that you will have in the library get from structure is much less than B base data so this is this is a key concept you can see how these works by counting the number of rows that you have in alive aggregate injection you see that if you run the select count star from the solved live aggregate rejection the query on the left side you will get four rules but actually if you explain this query you will see that he was reading six rows so this was because every of those two inserts that we're actively interested a few rows in three rows in India in the live aggregate projection so this is a key concept live aggregate projection keep partially aggregated data this final aggregation will always happen at runtime okay another which is very similar to be live aggregate projection or what we call top K projection we actually do not aggregate anything in the top case injection we just keep the last or limit the amount of rows that we collect using the limit over partition by all the by clothes and this again in this case we create on top of the base stable to top gay projection want to keep the last quantity that has been sold and the other one to keep the max quantity in both cases is just a matter of ordering the data in the first case using the B time column in the second page using quantity in both cases we fill projection with just the last roof and again this is something that we do when we insert data into the base table and this is something that happens automatically okay if we now run after the insert our select against either the max quantity okay or be lost wanted it okay we will get the very last you see that we have much less rows in the top k projections okay we told at the beginning that basically we can use for built-in function you might remember me max sum and count what if I want to create my own specific aggregation on top of the lid and customer sum up because our customers have very specific needs in terms of live aggregate projections well in this case you can code your own live aggregate production user-defined functions so you can create the user-defined transport function to implement any sort of complex aggregation while loading data basically after you implemented miss VPS you can deploy using a be pre pass approach that basically means the data is aggregated as loading time during the data ingestion or the batch approach that means that the data is when that woman is running on top which things to remember on live a granade projections they are limited to be built in function again some max min and count but you can call your own you DTF so you can do whatever you want they can reference only one table and for bass cab version before 9.3 it was impossible to update or delete on the uncle table this limit has been removed in 9.3 so you now can update and delete data from the uncle table okay live aggregate projection will follow the segmentation of the group by expression and in some cases the best optimizer can decide to pick the live aggregates objection or not depending on if depending on the fact that the aggregation is a consistent or not remember that if we insert and commit every single role to be uncoachable then we will end up with a live aggregate indirection that contains exactly the same number of rows in this case living block or using the base table it would be the same okay so this is one of the two fantastic techniques that we can implement in Burtka this live aggregate projection is basically to avoid or limit goodbyes the other which we are going to talk about is cutting table and be reused in order to avoid the means for joins remember that K is very fast running joints but when we scale up to petabytes of beta we need to boost and this is what we have in order to have is problem fixed regardless the amount of data we are dealing with so how what about suction table let me start with normalized schemas everybody knows what is a normalized scheme under is no but related stuff in this slide the main scope of an normalized schema is to reduce data redundancies so and the fact that we reduce data analysis is a good thing because we will obtain fast and more brides we will have to write into a database small chunks of data into the right table the problem with these normalized schemas is that when you run your queries you have to put together the information that arrives from different table and be required to run joint again jointly that again normally is very good to run joint but sometimes the amount of data makes not easy to deal with joints and joints sometimes are not easy to tune what happens in in the normal let's say traditional data browser is that we D normalize the schemas normally either manually or using an ETL so basically we have on one side in this light on the left side the normalized schemas where we can get very fast right on the other side on the left we have the wider table where we run all the three joints and pre aggregation in order to prepare the data for the queries and so we will have fast bribes on the left fast reads on the Left sorry fast bra on the right and fast read on the left side of these slides the probability in the middle because we will push all the complexity in the middle in the ETL that will have to transform be normalized schema into the water table and the way we normally implement these either manually using procedures that we call the door using ETL this is what happens in traditional data warehouse is that we will have to coach in ETL layer in order to round the insert select that will feed from the normalized schema and right into the widest table at the end the one that is used by the data access tools we we are going to to view store to run our theories so this approach is costly because of course someone will have to code this ETL and is slow because someone will have to execute those batches normally overnight after loading the data and maybe someone will have to check the following morning that everything was ok with the batch and is resource intensive of course and is also human being intensive because of the people that will have to code and check the results it ever thrown because it can fail and introduce a latency because there is a get in the time axis between the time t0 when you load the data into be normalized schema and the time t1 when we get the data finally ready to be to be queried so what would be inverter to facilitate this process is to create this flatten table with the flattened T work first you avoid data redundancy because you don't need the wide table on the normalized schema on the left side second is fully automatic you don't have to do anything you just have to insert the data into the water table and the ETL that you have coded is transformed into an insert select by vatika automatically you don't have to do anything it's robust and this Latin c0 is a single fast as soon as you load the data into the water table you will get all the joints executed for you so let's have a look on how it works in this case we have the table we are going to flatten and basically we have to focus on two different clauses the first one is you see that there is one table here I mentioned value 1 which can be defined as default and then the Select or set using okay the difference between the fold and set using is when the data is populated if we use default data is populated as soon as we know the data into the base table if we use set using Google Earth to refresh but everything is there I mean you don't need them ETL you don't need to code any transformation because everything is in the table definition itself and it's for free and of course is in latency zero so as soon as you load the other columns you will have the dimension value valued as well okay let's see an example here suppose here we have a dimension table customer dimension that is on the left side and we have a fact table on on the right you see that the fact table uses columns like o underscore name or Oh the score city which are basically the result of the salad on top of the customer dimension so Beezus were the join is executed as soon as a remote data into the fact table directly into the fact table without of course loading data that arise from the dimension all the data from the dimension will be populated automatically so let's have an example here suppose that we are running this insert as you can see we are running be inserted directly into the fact table and we are loading o ID customer ID and total we are not loading made a major name no city those name and city will be automatically populated by Vertica for you because of the definition of the flood table okay you see behave well all you need in order to have your widest tables built for you your flattened table and this means that at runtime you won't need any join between base fuck table and the customer dimension that we have used in order to calculate name and city because the data is already there this was using default the other option was is using set using the concept is absolutely the same you see that in this case on the on the right side we have we have basically replaced this all on the school name default with all underscore name set using and same is true for city the concept that I said is the same but in this case which we set using then we will have to refresh you see that we have to run these select trash columns and then the name of the table in this case all columns will be fresh or you can specify only certain columns and this will bring the values for name and city reading from the customer dimension so this technique this technique is extremely useful the difference between default and said choosing just to summarize the most important differences remember you just have to remember that default will relate your target when you load set using when you refresh end and in some cases you might need to use them both so in some cases you might want to use both default end set using in this example here we'll see that we define the underscore name using both default and securing and this means that we love the data populated either when we load the data into the base table or when we run the Refresh this is summary of the technique that we can implement in birth in order to make our and other browsers even more efficient and well basically this is the end of our presentation thank you for listening and now we are ready for the Q&A session you

Published Date : Mar 30 2020

SUMMARY :

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Angie Embree, Best Friends Animal Society | AWS Imagine Nonprofit 2019


 

>> Narrator: From Seattle, Washington it's the CUBE covering AWS Imagine non-profit. Brought to you by Amazon web services. >> Hey welcome back everybody, Jeff Frick here with the CUBE. We're on the waterfront in Seattle, it's an absolutely gorgeous couple of days here at the AWS Imagine Nonprofit Conference. We went to the AWS Imagine Education Conference, this is really all about nonprofits and we're hearing all kinds of interesting stories about how these people are using AWS to help conquer really big problems. We're going to shift gears a little bit from the two footed problems to the four footed problems and that's animals and everybody likes animals but nobody likes animal shelters and nobody likes the ultimate solution that many animal shelters used to use to take care of problems. But thank you to our next guest, that is not quite the case so much anymore. So we're really happy to have Angie Embree on. She is the CIO of Best Friends Animal Society, Angie great to see you. >> It's great to see you as well and thank you for having me. >> Oh absolutely! So before we got on I just heard this crazy, crazy statistic that when your organization started in 1984 approximately 17 million animals were killed in US shelters per year. That number is now down to 700 thousand, that is a giant, giant reduction. And yet you, with big audacious goals really are looking to get that to zero. So, that's a giant goal, give us a little bit of background on the organization and how you decided to go after a goal like that and some of the ways you are actually going to achieve it. >> Well, the organization started in 1984 and it started with a group of friends in Southern Utah who decided that, you know the killing in America's shelters just had to go. So really the Best Friends founders started the no-kill movement along with a gentleman in San Francisco by the name of Rich Avanzino. And as you said, they took you know the killing down from 17 million in 1984 to approximately 733 thousand now. The organization started as just the sanctuary, we have the largest no-kill companion animal sanctuary in the country where we hold about 17 hundred animals every day. And we also have, you know, knowing that we needed to help out the rest of the country we have built life saving centers in Houston, Texas. Or we're working on Houston, Texas but Los Angels, California, New York City, Salt Lake City, Atlanta, Georgia, it seems like I've left somebody out but, >> Probably, but that's okay. >> We have life saving centers all over the country. So it was really, you know, when they realized what was going on in America's shelters it was really the idea that we should not be killing animals for space. So, just recently in fact, I will say recently but in the last few years, Julie Castle our CEO put kind of, did our moon shot, put that stake in the ground and said we're going to take this country no-kill by the year 2025. >> Right. >> So it's super exciting. >> So it's really interesting because you guys are trying to execute your vision, and it's easy to execute your own vision, but it's a whole different thing when you're trying to execute your vision through this huge infrastructure of shelters that have been around forever. So, I wonder if you can explain kind of what's your relationship with shelters that you don't own. I guess, I think you said before we turned on the cameras there are affiliates, so how does that relationship work? How do you help them achieve your goal which is no-kill. >> Yeah, so we have over 27 hundred network partners around the country. And what we do is we help to educate them on, you know we understand their problems, we have creative programs to solve those problems. So we help to educate them on, you know, how they can implement these programs within their shelters. We provide them grant funding, we have an annual conference every year where they can come and learn. But they're really our partners and you know we know we can't do it alone. It's going to take us, it's going to take them and it's going to take everybody in every community to really step up and help solve the problem. >> Right, and what was the biggest thing that changed in terms of kind of attitude in terms of the way they operate the shelter because I think you said before that a lot of the killing was done to make room. >> Right, killing is done usually for space. >> So what do they do know? Clearly the space demands probably haven't changed so what are they doing alternatively where before they would put the animal down? >> Well alternatively we're doing transport programs. So there are areas in the country that actually have a demand for animals. So instead of killing the animals, we put them on some sort of transport vehicle and we take them to the areas that are in demand. We also do what's called a trap-neuter-return program. So one of the biggest problems across the country are community cats so those, a lot of people call them feral cats but they're community cats and usually have a caretaker. But what we do is we trap those cats, we take them into the shelter, we neuter them and vaccinate them and then return them to their home. That keeps them from making a lot of other little cats. >> Making babies (laughs) >> So yeah, cat's are one of the biggest problems in shelters today because of the community cats, they're feral cats and they're not adoptable. So if we can, we don't have to kill them. We can, you know, we can keep them from reproducing as I said and then we can put them back in their habitat where they live a long healthy life, happy life. >> Right, so you said you've joined the organization 5 years ago, 5 and 1/2 years ago and you're the CIO, first ever CIO. >> I am (laughs) >> What brought you here and then now that you're here with kind of a CIO hat, what are some of the new perspective that you can bring to the organization that didn't necessarily, that they had had before from kind of a technical perspective? >> Well, what brought me here was, I never expected to be here, if you would have told me I would be the CIO at Best Friends Animal Society you know 10 years ago I would have said you're kidding because I didn't really realize that there were professional positions in organizations like Best Friends. But I, you know, my journey begins the same as, began the same as a lot of peoples did. I was that little kid always bringing home animals and you know my mother hated it. You know it was always something showing up at our doorstep with me, you know. And I just loved animals all my life and as I went through college and got my degree and started my professional career, then I thought well I'm going to of course have animals because I can have as many as I want now, right! (laughs) So I started adopting, and I didn't even realize until I was in my 30s that they were killing in shelters and I learned that in Houston, Texas when I lived there. I was working for IBM at the time, and one day a lady came on the television and she said they were doing a new segment and she said we're a no-kill shelter and I thought oh my god if there are no-kill shelters then there are kill shelters, right? >> There must be the other. >> Yeah so, to make a long story short then I started not working in animal welfare but doing more to support the movement and donating. Adopting from shelters and fostering animals and then one day I had been to Best Friends as a visitor vacationing in this beautiful part of Utah. But I saw the CIO ... >> Position. >> position open and I said I'm going for it. >> Good for you. >> Yeah. >> Good for you, so now you're there so what are some of the things you've implemented from kind of a techy, you know kind of data perspective that they didn't have before? >> Well, they didn't have a lot. >> They probably didn't have a lot, besides email and the obvious things. >> Being the first CIO I don't know that I knew what I was walking into at the time because I got to Kanab, and Kanab Utah where the sanctuary is, is the headquarters. And Kanab is very infrastructure challenged. >> (laughs) Infrastructure challenged, I like that. >> There is one ISP in Kanab and there is no redundancy in networks so we really don't have, you know, you come from the city and you think, you take these things for granted and you find out oh my god, what am I going to do? And Kanab is you know the hub of our network, so if Kanab goes down, you know the whole organization is down so one of the first decisions I made was that we were going to the cloud. >> Right, right. >> Because we had to get Kanab out of that position and that was one of our, one of the first major decisions I made and we chose AWS as our partner to do that so that was very very exciting. We knew that they had infrastructure we couldn't dream of providing. >> Right, right. >> And, you know we could really make our whole network more robust, our applications would be available and we could really do some great things. >> You're not worried about the one ISP provider in Kanab because of an accident that knocks a phone pole down. >> Yeah, yeah. >> All right but then you're talking about some new things that you're working on and a new thing you talked about before we turned the cameras on community lifesaving dashboards, what is that all about? >> Okay, so a couple of years ago the community lifesaving dashboard is the culmination of two years of work. From all across the Best Friends organization not just the IT department, in fact it was the brainchild of our Chief Mission Officer Holly Sizemore. But it's really, in animal welfare there's never been a national picture of what the problem really is regarding killing animals in shelters. So we did this big. >> Because they're all regional right? They're all regional shelters, very local. >> They're all local community shelters, yes. And transparency isn't forced, so you know some states force transparency, they reinforce in the report numbers but a lot of states don't. >> At the state level. >> Yeah, a lot of states don't, so. You know when you're killing animals in shelters you really don't want people to know that. >> Yeah, yeah it's not something you want to advertise. >> Because the American public doesn't believe in it. So anyway we worked really hard to collect all this data from across the country and we put it all into this dashboard and it is now a tool where anybody in the public, it's on our website, can look at it and they can see that where we're at from a national level. They can see where they're at from a state level, they can drill down into their community and they can drill down to an individual shelter. >> Wow. >> And the idea behind the dashboard is to really, is to get communities behind helping their shelters. Because as I said earlier, it's going to take us all. >> Right. >> And not only Best Friends and our partners but the public plays a big part of this. >> Right, and so when did that roll out? Do you have any kind of feedback, how's it working? >> It's working wonderfully, we rolled it out at our conference in July. >> So recently, so it's a pretty new initiative. >> Yeah it's just a few weeks old. >> Okay. >> We rolled it out at our national conference and we were all a bit nervous about it, you know especially from a technology perspective. >> Right, right. >> We knew that being the first of it's kind ever in animal welfare that you know it was going to get a lot of publicity both inside and outside the movement. >> (laughs) How you want to say both pro and con. >> Yeah, and it's sitting on our website, well really pro and con. >> Right, right. >> But it's sitting on our website and we're like okay, we don't know what kind of traffic we're going to get, you know what are we going to do about this? So we spent a lot of time with Amazon prior to the launch, you know having them look at our environment and getting advice, discussing it with them. >> Not going to bring down that ISP in Utah. >> No, thank god! (laughs) >> (laughs) >> No it wasn't, thank god we were in the cloud. So Amazon really helped us prepare and then the day of the launch, we knew the time of the launch. So we actually had a war room set up, a virtual war room and we had Amazon employees participating in our war room. We watched the traffic and we did get huge spikes in traffic at all times through the day when certain things were happening. And I'm happy to say from a technology perspective it was a non-event because we did not crash we stayed up, we handled all the traffic, we scaled when we needed to, and we did it you know, virtually at the press of a button. >> Awesome. >> Or the flick of a switch, whatever you want to say. >> That's what you want right? >> Yeah, exactly. >> You just don't want anyone to know, I was like give a good ref, nobody's talking about you you probably did a good job. >> Yeah, exactly yeah. >> Good, so before I let you go so what are some of your initiatives now looking forward. You've got this great partner in AWS, you have basically as much horsepower as you need to get done what you need to get done. What are some of the things that you see, you know kind of next for your roadmap? >> Well, we have a lot. >> Don't give me the whole list (laughs) >> No I'm just going to hit on a few key points. I think, you know we used Amazon initially as our cloud infrastructure but I think the biggest thing we're looking at is platform as a service. There is so much capability out there with predictive analytics, machine learning, artificial intelligence, ARVR, you name it facial recognitions, so we're really investigating those technologies because we think they have you know they could have a huge impact on our movement and really help us achieve life saving. >> Right, right. >> And, I think that, you know we're starting we have our fledgling data science program. We're using the Amazon data lake technology, Athena, Glue, they were just telling me about data lake formation which I just a few minutes ago emailed my data guy and said start looking at data lake formation. >> Right, right. >> So, I mean we're really investing in the platform as a service. The other thing I see is that we're, animal welfare is sort of broken from a technology perspective and a data perspective. In that we have no interoperability and you know we don't have the data available. So lets say you want to adopt a 5-year old animal. Well, you go to a shelter you can't get 5 years of history on a 5 year old animal. So it's really starting to fix the foundation for the movement as a whole, not just Best Friends. So, making sure that you know the veterinary data is there, all the data from the pet ecosystem is there. So we're investigating with AWS they're actually coming to our sanctuary in a couple of months, we're going to do a workshop to figure out how we do this, how we really fix it so that we have interoperability between every shelter when an animal moves from shelter to rescue or whatever so that their data follows them wherever they go. So adopters are fully informed when adopting an animal. >> Because you're in a pretty interesting position, because you're not with any one particular shelter you kind of cross many many boundaries. So you're in a good position to be that aggregator of that data. >> Yeah, I don't know that we want to be the aggregator but we want to lead the movement towards doing that. Just getting the technology players, the shelter management systems, the other people who play a role in technology for animal welfare, getting them in a room and talking and figuring out this problem is huge. >> Right. >> And with a partner like Amazon we feel it can be solved. >> Right. Well Angie thank you for taking a few minutes and sharing your story, really really enjoyed hearing it. >> All right thank you so much. >> All right, she's Angie, I'm Jeff you're watching the CUBE we're at AWS Imagine in Seattle, thanks for watching we'll see you next time. (upbeat music)

Published Date : Aug 13 2019

SUMMARY :

Brought to you by Amazon web services. and nobody likes the ultimate solution It's great to see you as well and some of the ways you are actually going to achieve it. And we also have, you know, knowing that we needed to So it was really, you know, when they realized So it's really interesting because you guys So we help to educate them on, you know, how they can before that a lot of the killing was done to make room. So instead of killing the animals, we put them on We can, you know, we can keep them from reproducing Right, so you said you've joined the organization and you know my mother hated it. and then one day I had been to Best Friends and the obvious things. Being the first CIO I don't know that I knew in networks so we really don't have, you know, and that was one of our, one of the first major And, you know we could really make in Kanab because of an accident So we did this big. Because they're all regional right? And transparency isn't forced, so you know you really don't want people to know that. and they can drill down to an individual shelter. And the idea behind the dashboard is to really, but the public plays a big part of this. at our conference in July. and we were all a bit nervous about it, you know in animal welfare that you know it was going to get Yeah, and it's sitting on our website, prior to the launch, you know having them look we scaled when we needed to, and we did it you know, I was like give a good ref, nobody's talking about you What are some of the things that you see, I think, you know we used Amazon initially And, I think that, you know we're starting and you know we don't have the data available. you kind of cross many many boundaries. Yeah, I don't know that we want to be the aggregator and sharing your story, really really enjoyed hearing it. we'll see you next time.

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Leo da Silva, Best Day Travel Group & Arnold Schiemann, Symphony Ventures | UiPath Forward 2018


 

(upbeat music) >> Live, from Miami Beach, Florida, it's theCUBE, covering UiPath Forward Americas. Brought to you by UiPath. >> Welcome back to the former home of Lebron James, I'm Dave Vellante, this is two minimum, we are here at South Beach at the hotel Fontainebleau. This is UiPath Forward Americas, and this is theCUBE, the leader in live tech coverage Leo Da Silva is here, he is the process excellent leader for Best Day Travel and Arnold Schiemann who's Vice President of Latin America and Spain. You get to go to all the fun places for Symphony. Welcome to theCUBE >> Thank you, thank you guys for your invitation >> You're very welcome, Leo let's start with you Best Day Travel, travel site, specializing in Mexico and other parts of the region tell us about the company >> Well, we have a leadership in Mexico we are, the last year we have five point four million travelers, okay? And there's a lot of people, okay? We've been in the business for 35 years, 34 years actually, okay? So, we're pretty solid, okay? While 75% of the all the transactions we have online, okay? And 25% we have offline, and that's why we're doing, all the transformation that we're doing is under this 25%, alright? Like, just to get the additional transformation and everything. >> So 35 years, so you started before the internet (Leo laughing) >> So I guess you should be 100% offline you obviously successfully made that transition. >> That's correct, that's correct. >> Okay, and Arnold, Symphony is the solution provider right? the implementation partner in this case, right? tell us about symphony and your role. >> Well, Symphony is probably the is particularly, suddenly concentrated on our PA management and our PA design, and our PA process rewardization. We were invited by Best Day Travel Group to look at the process, to look at the project and we embark in a very interesting transformation for them, so that they could move into their PA arena with a clear road map. >> So you guys are both process experts I mean that's, >> Yes >> You've got process in your title talk more about your role, if you would. >> Yeah, well, I'm a green belt, okay? And at least six sigma, and we use this methodology actually, and we are like, two years ago we implemented like a BPM, the department, you know inside the company, just to lead this transformation, okay? So that's what we're seeking right now to lead this transformation and, it's a very good challenge, you know? It's not easy, but we are trying to do our best. >> With your six sigma background, I think it would really tie right into what RPA is, 'cause you can really understand what has variance, and what is pretty standardized and that would seem is that the direct correlation with thing that you can have, the robot and the automation based on, really, the variance piece? >> Yes, totally, you know, well, when you start, all the implementation was right before where start you like to do a benchmark and you're able to see which technology we wanted to use and well, we found UiPath, alright? In which we found Symphony, and but it's not exactly, I think the technology is the last thing, right? So, the technology is the enabling alright? To do all those thing happening but if you don't have, like process management, you know, if you don't have that, it's kind of difficult to reach the target, okay? So, yeah, it's pretty much, I think it's when you, I think the most challenging is let people know what they're doing wrong you know, what they're doing repeating tasks, right so, when you do, like, the process walk through, people just get amazed, you know, like, what? Are you serious, we're doing that? >> When did you start? >> We started in February >> This year? >> Yeah >> Okay, so, take us back to February or January whatever, December, when you were maybe even before that, thinking about the business case. How did it come about, and how'd you guys meet? Take us through the sort of initiative. >> Yeah, well, right before, it was six months before I think it was, on July of last year, we started a conversation, right? And when I found that, within like six months of benchmarking and, we reached that like UiPath, and we start to ... trying to get something different, you know? To do something different enterprise and we had this need, okay? From inside, you know, from back office to tranformate because it's operation sometimes it costs a lot, alright? The first step that we did was like a future of work accelerator, okay? Which is, it's this scan, it's a total scan of the area, okay? And to see how how big are the opportunities, okay? To transformate things, right, so was the first step and after we had the pilot, we have three or four projects ongoing. >> And you were involved from the beginning Arnold, last July? >> Yes, yes >> One thing which was really very interesting about the project is that the client was the C.E.O and the C.F.O was totally the C-suite involvement So, and we believe that our PA is about the business, is about the process, it was ideal. So, we had really I believe it was really not work but, really a good time that we spent together integrating very closely with the team from Best Day Travel Group, to the point that you couldn't tell who was from Best Day and who was from Symphony, and then we were able to present to the C-suite, the result of the road map to move forward with a very clear business case, the process that was going to be robotized. Simultaneously, Best Day wanted approved inside, saying lets develop robotized version of one of the processes, and we did one which had been quite successful, we were just talking that the amount of work that that robot is handling today life, is such that either robot doesn't operate, he wouldn't know what to do because there is so much work to do behind in the past, and he doesn't know what he did, but today, it is almost impossible to recreate that. >> Yeah, that's correct, singularity is here >> One of the things that maybe you can help me understand, 'cause I'm a little bit new to this technology, how do you figure out, how do you size this, like how do you know how many things a robot can do, we heard one of the customers has a thousand robots, how does this scale, and how does this build out inside of a customer? >> Two thing that we do is that we look at the company, we identify those process, with heavy like, say, head count with lots of repetitive tasks that can be partially or totally robotized, and then we present it as a road map because the first question they have is "how do we start?" I mean, this is a company, 3000 people 4 million passengers, where do we start? How we get good advantage of the robots and that's how we did it, and then it's going on, the project we just did the first part, we continue now with the second part which is going to be even more interesting. >> What'd the business case look like? I mean, was it a saving money, making presumably some of this was cost reduction right off the bat, right? >> Yes, yes >> Lets talk about that business case what's that framework look like? >> Well, the action will have a pilot, that we just did, we launched already, alright? The business case was like, to to reduce cost, alright? The operational cost is very high, okay? So, now, we have like, just to have an idea the situation before would have, like six person working, you know, like the eight hour shift, okay? And doing like issuing tickets and you know and right now we have, like, just one robot and we built a capability of, 126% okay? On this, just with one robot, alright, and yeah, it's amazing, its amazing and 24/7, you know, right now it working pretty fine. >> Specifically, where do the cost savings come from? >> Well, the cost savings is not exactly that ease, but it's a customer's experience, okay? And also the capability that you can build alright? To get more sales, okay? And there's another project that, before that we had the first one, we have to to reduce the cost of the operation you, know, for 65 people, alright? And ... the transactions cost a lot of money for us, okay? So that's how we're trying to we're trying to understand that and we're trying to eliminate those costs or reduce, you know like, as much as we can. >> Its a part of that, you redeploy people, you put 'em on other tasks, is that what you're doing? >> Yes, yes, we free them up, you put another, you add value task, right? >> So the C.F.O is one of the stakeholders here, >> It was >> So many C.F.Os might say "okay, well, we're "not going to cut head count, so where do I "get my savings?" so the answer, if I'm hearing it is well we're going to increase revenue because these people are going to be on other tasks, and >> That's it, yes >> And, do you have visibility in line of sight as to how fast that can happen, whether, is it already starting to happen? >> Yeah, it already start to happen, already start to happen, like in, you know, this project was we have the roll back in 15 days >> I was going to ask you what the break even was it was inside of a month? >> You know, its already paid, it all 15 days, it's already paid, right so, yeah, the C.F.O is pretty happy with that. >> The first project was relatively small right? >> Yeah, yeah yeah. >> You proved it out and now you're going to throw gasoline on the fire >> That's it, that's it. >> That's great, so what's next for you guys? >> Well, next, we are go to the customer service you know, like ano-traceability, there's a traceability project that we have to do, alright? Just to ... To have the client in front of everything, you know? So that's our strategy right now and we're going to do, well Symphony is going to help us out with our PA and with implementation and the process, because its going to be a new process, it doesn't exist, alright? So there's going to be a brand new one so we have to create from scratch. >> Arnold, I wonder if you can go a little broader for us on this, it sounds like you've got a perfect partner inside the company with, you know, process in his title you've got the C-suite engaged, is that a typical deployment, what are you finding? >> Is not typical but it is, that is something that we look for all the time. 'cause it's, if the client is not engaged, we can do nothing, if the C-suite is not engaged, there is very little process people can do and by being engaged the C-suite, we're driving the cost reductions, but there is another point besides cost, consistency, and also we are eliminating side loss that had existed for long time, 'cause the companies are starting with one organization then another one, another one and all of them touch the customer what the probably will be doing to them hopefully before the end of the year, early next year, to be able to see the transverse of the customer, one and a half million passengers arriving to Cancún and they are passengers. But you don't know how many people will come back so you better know that these guys came here they like to go to the scuba diving next time he's around, we can offer him a scuba diving, we can pick him up from the airport, we can offer other services and then, the company is structured to be exponentially, so that you can grow from 4 million to 8 million passengers without adding head count, adding, that is the future of Best Day Travel Group and that's why we have engaged the management. >> Okay, so you're looking at the moon shot double the number of passengers served with the same head count, that's a huge productivity boost, so I'm hearing 15 day break even, some of that was hard cost reduction, its revenue increased, its proven, now you're going to invest more consistency, better customer service, cross selling, hey they like to scuba dive, maybe we can make an offer here, and better data allows you to do that that's going to summarizes the the business case and we're talking I mean, I don't want to, you know, squeeze the M.P.V at it, but we're talking millions? Hundreds of thousands? >> Millions >> Hundreds of millions? >> Millions right? >> Yeah, yeah, pretty much, it's a huge number you, know, its a huge number and, we have a lot of opportunities and, I think it's going to be a success, you know? >> And presumably the employees want to be part of this ride, right? They want to get, whether it's re-trained, or become R.P.A experts, deploy this technology, drive their digital automation and service those 8 million customers with the same resources you know, or invest in other resources. >> yes >> New growth areas. >> Yes, yes. >> Great story >> Yeah, it is, it is, >> we're working hard >> (laughs) figuring it out >> We're privileged to have been work with them because they are, I say unique but it was done for us from day one everything was put in place, engagement, people, and then the company itself is very easy to manipulate and transform because of the way that it was structured 30 years ago. >> And why UiPath? I mean, you said I chose them last summer why, why'd they win? >> Well, because of, well during a benchmarking, I can see a lot of difference between them, you know? And we have concluded that, well they actually Symphony recommend us, alright? So, you want this, you want that for this situation, it's going to be the best solution, right? And after that, we're pretty sure that it's it's the best it's the best choice, right? Because of the personalities, because a lot of stuffs that they have they can bring to us, you know? >> Do you worry about, do you worry about shadow R.P.A, like (laughter) >> The divisions going off and doing their own robots, or have you guys got a handle on that? >> Yeah, you know (laughing) no, not worried about that, you know, but yeah it's going to happen. >> It's a good thing. >> Alright, gentlemen, thanks so much for coming on theCUBE it was great to have you. >> Thank you for inviting us >> Alright keep it right there everybody, Stu and I will be back at UiPath Forward Americas right after this short break, you're watching theCube, we'll be right back. (closing music)

Published Date : Oct 4 2018

SUMMARY :

Brought to you by UiPath. is the process excellent While 75% of the all the transactions So I guess you should be 100% offline is the solution provider right? Well, Symphony is probably the You've got process in your title a BPM, the department, you know and how'd you guys meet? the first step and after we had the pilot, of one of the processes, and we did one and that's how we did it, and then and 24/7, you know, that you can build alright? So the C.F.O is one of so the answer, if I'm hearing it is 15 days, it's already paid, right so, and the process, because its going to be the airport, we can offer other services and better data allows you to do that And presumably the employees because of the way do you worry about shadow R.P.A, like about that, you know, but on theCUBE it was great to have you. Stu and I will be back at

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Malcolm Gladwell, Best-selling Author - QuickBooks Connect 2016 - #QBConnect #theCUBE


 

>> Voiceover: Live from San Jose, California, in the heart of Silicon Valley, it's the Cube. Covering QuickBooks Connect 2016, sponsored by Intuit QuickBooks. Now, here are your hosts, Jeff Frick and John Walls. >> Welcome back here on the Cube as we continue our coverage here at Quickbooks Connect 2016 live from San Jose at the Convention Center. 5,000 attendees, the third year of this event, more than ever, and certainly that explosive growth is personified in what's happening here. On this floor and the key note station, and of course at home, if you're a small business owner you know exactly what we're talking about. Along with Jeff Frick, I'm John Walls and we're joined now by probably one of the most popular authors, most widely read authors in America today. Malcolm Gladwell, five times New York Times Bestseller Author. Congratulations on that. And the Revisionist History Podcast, which we love. I love the Wilt Chamberlain podcast, Big Man Can't Shoot. Thanks for joining us. Great to have you. >> Delighted to be here. >> So, first off, tell us about, and the whole spirit of this show is about the entrepreneurial capabilities of so many people in the workplace today. What's your thought about entrepreneurism if you will, and what does it take to be a good outside the box thinker? Like so many of these folks are. >> Well there ... The explosion ... Here we are in the middle of Silicon Valley and what this part of the country has done to change the culture of the entire world's economy in the last 20 years, 25 years is nothing short of incredible. Entrepreneurship has gone from something that people thought of as the province of wackos and weirdos and strange people to a kind of thing that kids aspire to do and be. That's an amazing transformation. And I think when we ... What's happened over the course of that transformation is we've discovered that the definition of what it takes to be good is a lot broader than we thought. That many different kinds of people using many different kinds of strategies can be effective at starting businesses and achieving. I think that's been the great take home lesson of this entrepreneurial explosion of the last generation. >> I think probably in all of your works, there are pieces of it that you could extract and apply to this world, but what really struck me I think about David and Goliath, about advantages, disadvantages and making the most of your strengths basically, how do you see that translating or how would you want to communicate that to somebody, a small business owner, who thinks "Man, I'm up against the wall"? "How am I going to cut through the clutter?" "How am I going to get there?" All this sweat equity. But yet, there are advantages that they have. >> Yeah. Yeah, because this goes to this issue of learning strategies that there's a kind of learning called compensation learning, where you are learning out of weakness, not out of strength. You're learning from your failures and that kind of learning is a lot harder to do, but it's a lot more powerful. So the task of the small business owner, who is facing a whole series of disadvantages and weaknesses relative to much larger competitors, there's no question, it's a harder way to go. But, if you can pull it off, you'll end up in a much stronger position. If you can be one of those people who can do compensation learning, and in that book I talk, for example, about how many entrepreneurs are dyslexic, and that's a beautiful example of that. Some portion of people who suffer from quite a serious learning disorder, not all of them, some portion of them manage to turn that around into an advantage. To take something, to take a basic inability to read, and turn that into developing skills or delegation and leadership and problem solving and developing an incredible resilience, the ability to cope with failure. They turn a weakness into a strength and they end up being far more powerful than they would be as a result. And when I interviewed all these successful, dyslexic entrepreneurs for that book, what was amazing was that all of them said, "I did not succeed despite my disability, I succeeded because of it." And that's the crux of it. And so I think there is a silver lining to many of the clouds that small business owners face. >> It's a really powerful statement because so often, people are using drugs and medication and other things to kind of normalize people that are maybe not in the mean, that are on the fringe. But in fact, it's their ability to put a different lens, and see things differently that opens up an opportunity that the regular person just trucking down the road didn't see right in front of them. >> That's what I meant when I said earlier, talking about how our kind of definition of what it takes to be a successful entrepreneur is expanding. I think we're beginning to understand that lots of traits that we once thought of as just problematic have unexpected benefits. Like I remember once reading someone who was putting out that basically, most of the great research scientists in the world have OCD. And you kind of have to have OCD if you want to be ... 'Cause what are you doing? You're spending hours and hours in the lab doing the same incredibly precise experiment over and over and over again, and measuring your results to the slightest. That's OCD behavior that has found a beautiful home. Right? Has found a world where you need to be that way, right? And I read that as like, "That's lovely." These are people who we drugged up and pushed off to the fringes two generations ago, and now we've found a home for them in labs where they're doing incredibly productive and satisfying work. >> Yeah, I think you profiled in one of the podcasts, a cancer researcher who you said nobody really likes the guy, he's kind of an ordinary guy, but he was just so laser focused on the very specific problem that he was trying to solve. He didn't really care. That's what he was all about. >> Yeah, no, this has been a lovely development in our understanding of human capacity. >> So where do the ideas come from? I'm one of the many fans and I've read, and every time I read one of your books, it never ceases to amaze me how much you make me think. Which is, I think, why we're all so attracted to it. Because it seems so obvious, right? After you present this beautiful, elegant case, like "I never thought of that." Where do those ideas come from? What motivates you to say "I'm going to write blank. I'm going to do tipping point." >> I wish I had a system, 'cause right now I'm planning the next season of my podcast, so I need 10 more ideas for that, and I'm starting to write a new book so I need 80,000 words for that. And I'm wondering, I wish I had a big bucket full of ideas. (laughter) So I'm running around with my head cut off talking to people, but I spent the summer ... I probably read 40 books this summer to do with ... Apart from, I'm not talking about novels and fillers, and serious books that I'm trying to get. And I've been going around talking to people, just talking to interesting people trying to work out what I'm interested in. And trying to just uncover interesting things that will prompt me to go in cool new directions. There is a kind of, you have to let your mind ... It's like, the farmer lets his field go fallow for a while. You've got to have a fallow period where you just let everything regenerate and then you plant the crop again. >> But somehow reading 40 books doesn't sound like, to me, you're letting your mind go fallow. >> Well I didn't have a ... I was literally just lying around reading books. It seemed pretty fallow to me. >> What was your favorite one out of that read? Or the most enlightening one out of that read? >> I got on these weird side tracks this summer. I became obsessed with Churchill's Best Friend. Churchill had a best friend who betrays him. And it's this incredibly moving story. And I don't know how it fits in what I want to do, but I want to try and make it fit, 'cause it's such a weird and troubling story about this, I mean a truly transcendent figure in history who has a best friend who stabs him in the back with consequences for the world. Anyway, so I read like seven bizarre, weird, obscure books about this guy. And I was like "There's something there I think." >> He's out there, yeah. >> Alright, so we'll pick something that was a little more topical. Last night, they had a drink making robot machine over in the corner making drinks. And it just brings up, as we get into more automation, more connected systems. We had the huge knockout of the web last week from the East coast. As you look at the future, there's the happy future, where the machines do all the hard work and we get to sit around and read books like you did, which is fantastic. And then there's the darker potential future, where the machines take everyone's jobs. What are people going to do? And if it can make drinks and it can diagnose disease and read every manual that came out. How do people fit? And then there's the middle ground, right? The best chess player is the best chess player and a machine, not either or. So I'm just curious to get your thoughts as we look to the next big wave of AI and machine learning and automation, how you see that shaking out. >> I think it's important not to overstate how much of our lives we will be willing to let machines take over. So it's been very interesting for me as a writer, to observe, for example, what happened with eBooks over the last 10 years. So eBooks come along and everyone says, "The printed book is over. It's going to all going to be on ... Why would you go and lug around a big, heavy book when you can get for a fraction of the cost something that'll be ..." And so there were all these gloom and doom, and expectations, and what happens? Well, it turns out that eBooks are still a fairly sizeable portion of the market place. But it turns out that most people actually want to read a book, a physical object, that that's more pleasurable somehow, that the interaction with this thing, this pages and paper, is pleasing. It's part of the experience. And I think that's a useful ... No, that's not a robot and that's not AI, but it's an important reminder that the interactions and the activities that make up our lives are not just functional activities. They are opportunities for enjoyment and engagement, and part of the reason you go to a restaurant is not just to eat the food, but to engage with the people in the restaurant. Part of the pleasure is the person who brings you the wine bottle and gives you a little spiel. Now, I can replace that person with a robot, but the question is do you want to? Now, you can do it. And I can imagine a future where the robot brings you the best wine in the world and does some algorithm and gives you the finest wine. But I don't know, if I'm having a nice night out and I'm paying 60 dollars a plate for my dinner, I kind of want the human interaction. I mean, it's part of the pleasure. Same thing with self-driving cars. It baffles me as a kind of car guy how everyone assumes that "Oh, well, by 2020, it'll all be self-driving cars." Wait a minute, what if I enjoy driving a car? We've forgotten this. It's actually quite a pleasant thing to go and to make decisions unconsciously and consciously and drive down the road. And I like a manual transmission, I like the feel of driving a car. I don't want to give that up. Why should I have to give that up? So it's like, we can't get ahead of ourselves. You mentioned the chess thing, which is a great example of this. Can you make a machine that will beat a person at chess? Yes, you can. But it's not chess. Chess is a gameplay between two people. That's why it's interesting. If it's played between two machines no one will watch it! So it's this absurd thing. I can also make a machine that can run faster than Usain Bolt. It's called a car. Do I want to watch a race between a car and Usain Bolt? No. Why? Because what's pleasurable is watching human beings race. >> But Jeff hit on something, and then you touched on it with the car, and I think about GPS. And how it wasn't that long ago, and I kind of sound like my grandfather now or my father, that we just drove around, right? And if you came to the traffic, "Oh God, I've hit traffic." But now we use applications that take us, and they're using their intelligence. Is it possible, can you see with this generation of kids coming up now, that artificial intelligence kind of makes our personal thinking obsolete? And we don't process like we do, we don't evaluate, we don't analyze, and so we're raising a whole different kind of human, because of the interaction with technology or what we can sign to technology, because we give up on it. >> Well it'd be different. I think that, so let's stick with cars for a moment. I think now we have a world where a whole class of people drive their car to work in the morning. And when they're driving their car, the number of things they can do with their imagination and mind is limited. They can listen to music or the news or a podcast, or they can just sit there, but they can't ... They can maybe talk on a phone even though they shouldn't, but they can't do work and they can't lie in the back and take a nap, and they can't daydream, and they can't have a meaningful interaction with more than one person. What we're going to move to is a world where some people will give up whatever kind of pleasure or interaction that came from driving a car, and replace it with another kind of interaction. So driving a car becomes ... The time that you're in a car becomes a place where an infinite number of things can happen, as opposed to five things can happen. And I sort of think that's what the world looks like, is we get this incredibly complicated mix. Medicine becomes some mixture of the computer is going to do all the easy stuff, but half of medicine is about being reassured. It's about your personal fears. It's not about the diagnosis, or which drug you take. And for that stuff, I imagine that we're going to have much longer, deeper, more meaningful conversations with our doctors 15 years from now, when the computer has taken all the easy stuff off the table, or the AI, the robot. So in many ways, that world allows for much richer, personal interactions than the one we're in now. The doctor really will have ... My doctor has no time for me now. He's like "I got to move around." >> "Got to go." >> In ten years, it's possible my doctor will be able to sit down with me for half an hour or 45 minutes twice a year and really talk about what's going on with me and that's the promise of the future. I don't think we're going to have a situation where everything's done by the robot. >> Well this is one of those occasions where I truly wish we had tons of more time, but you have a busy schedule and so we're going to allow you to go on, but thank you so much ... >> Thank you. It was super fun. >> John: For sharing this time with us. We've thoroughly enjoyed it. >> Jeff: Look forward to the KeyNote later this afternoon as well. >> And we look forward to the next 80,000 words, so good luck with that too! >> Thank you. >> Malcolm Gladwell, joining us here on the Cube. Back with more from San Jose right after this. (upbeat music)

Published Date : Nov 1 2016

SUMMARY :

in the heart of Silicon Valley, it's the Cube. And the Revisionist History Podcast, which we love. and the whole spirit of this show is about that the definition of what it takes and apply to this world, but what really struck me the ability to cope with failure. and other things to kind of normalize people and pushed off to the fringes two generations ago, nobody really likes the guy, he's kind of an ordinary guy, Yeah, no, this has been a lovely development it never ceases to amaze me how much you make me think. I probably read 40 books this summer to do with ... to me, you're letting your mind go fallow. It seemed pretty fallow to me. And I don't know how it fits in what I want to do, We had the huge knockout of the web last week and part of the reason you go to a restaurant because of the interaction with technology It's not about the diagnosis, or which drug you take. and that's the promise of the future. we're going to allow you to go on, but thank you so much ... It was super fun. John: For sharing this time with us. Jeff: Look forward to the KeyNote later Back with more from San Jose right after this.

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BJ Jenkins, Palo Alto Networks | Palo Alto Networks Ignite22


 

>> TheCUBE presents Ignite 22 brought to you by Palo Alto Networks. >> Welcome back to Las Vegas, everyone. We're glad you're with us. This is theCUBE live at Palo Alto Ignite 22 at the MGM Grant in Las Vegas. Lisa Martin here with Dave Vellante, day one of our coverage. We've had great conversations. The cybersecurity landscape is so interesting Dave, it's such a challenging problem to solve but it's so diverse and dynamic at the same time. >> You know, Lisa theCUBE started in May of 2010 in Boston. We called it the chowder event, chowder and Lobster. It was a EMC world, 2010. BJ Jenkins, who's here, of course, was a longtime friend of theCUBE and made the, made the transition into from, well, it's still data, data to, to cyber. So >> True. And BJ is back with us. BJ Jenkins, president Palo Alto Networks great to have you back on theCUBE. >> It is great to be here in person on theCube >> Isn't it great? >> In Vegas. It's awesome. >> And we can tell by your voice will be, will be gentle. You, you've been in Vegas typical Vegas occupational hazard of losing the voice. >> Yeah. It was one of the benefits of Covid. I didn't lose my voice at home sitting talking to a TV. You lose it when you come to Vegas. >> Exactly. >> But it's a small price to pay. >> So things kick off yesterday with the partner summit. You had a keynote then, you had a customer, a CISO on stage. You had a keynote today, which we didn't get to see. But talk to us a little bit about the lay of the land. What are you hearing from CISOs, from CIOs as we know security is a board level conversation. >> Yeah, I, you know it's been an interesting three or four months here. Let me start with that. I think, cybersecurity in general is still front and center on CIOs and CISO's minds. It has to be, if you saw Wendy's presentation today and the threats out there companies have to have it front and center. I do think it's been interesting though with the macro uncertainty. We've taken to calling this year the revenge of the CFO and you know these deals in cybersecurity are still a top priority but they're getting finance and procurements, scrutiny which I think in this environment is a necessity but it's still a, you know, number one number two imperative no matter who you talked to, in my mind >> It was interesting what Nikesh was saying in the last conference call that, hey we just have to get more approvals. We know this. We're, we're bringing more go-to-market people on board. We, we have, we're filling the pipeline 'cause we know they're going to split up deals big deals go into smaller chunks. So the question I have for you is is how are you able to successfully integrate those people so that you can get ahead of that sort of macro transition? >> Yeah I, you know, I think there's two things I'd say about uncertain macro situations and Dave, you know how old I am. I'm pretty old. I've been through a lot of cycles. And in those cycles I've always found stronger companies with stronger value proposition separate themselves actually in uncertain, economic times. And so I think there's actually an opportunity here. The message tilts a little bit though where it's been about innovation and new threat vectors to one of you have 20, 30, 40 vendors you can consolidate become more effective in your security posture and save money on your TCOs. So one of the things as we bring people on board it's training them on that business value proposition. How do you take a customer who's got 20 or 30 tools take 'em down to 5 or 10 where Palo is more central and strategic and be able to demonstrate that value. So we do that through, we're making a huge investment in our people but macroeconomic times also puts some stronger people back on the market and we're able to incorporate them into the business. >> What are the conditions that are necessary for that consolidation? Like I would imagine if you're, if you're a big customer of a big, you know, competitor of yours that that migration is going to be harder than if you're dealing with lots of little point tools. Do those, do those point tools, are they sort of is it the end of the subscription? Is it just stuff that's off the books now? What's, the condition that is ripe for that kind of consolidation? >> Look, I think the challenge coming into this year was skills. And so customers had all of these point products. It required a lot more human intervention as Nikesh was talking about to integrate them or make them work. And as all of us know finding people with cybersecurity skills over the last 12 months has been incredibly hard. That drove, if you know, if you think about that a CIO and a CISO sitting there going, I have all all this investment in tools. I don't have the people to operate 'em. What do I need to do? What we tried to do is elevate that conversation because in a customer, everybody who's bought one of those, they they bought it to solve a problem. And there's people with affinity for that tool. They're not just going to say I want to get consolidated and give up my tool. They're going to wrap their arms around it. And so what we needed to do and this changed our ecosystem strategy too how we leverage partners. We needed to get into the CIO and CISO and say look at this chaos you have here and the challenges around people that it's, it's presenting you. We can help solve that by, by standardizing, consolidating taking that integration away from you as Nikesh talked about, and making it easier for your your high skill people to work on high skill, you know high challenges in there. >> Let chaos reign, and then reign in the chaos. >> Yes. >> Andy Grove. >> I was looking at some stats that there's 26 million developers but less than 3 million cybersecurity professionals. >> Talked about that skills gap and what CISOs and CIOs are facing is do you consider from a value prop perspective Palo Alto Networks to be a, a facilitator of helping organizations deal with that skills gap? >> I think there's a short term and a long term. I think Nikesh today talked about the long term that we'll never win this battle with human beings. We're going to have to win it with automation. That, that's the long term the short term right here and now is that people need people with cybersecurity skills. Now what we're trying to do, you know, is multifaceted. We work with universities to standardize programs to develop skills that people can come into the marketplace with. We run our own programs inside the company. We have a cloud academy program now where we take people high aptitude for sales and technical aptitude and we will put them through a six month boot camp on cloud and they'll come out of that ready to really work with the leading experts in cloud security. The third angle is partners, right, there are partners in the marketplace who want to drive their business into high services areas. They have people, they know how to train. We give them, we partner with them to give them training. Hopefully that helps solve some of the short-term gaps that are out there today. >> So you made the jump from data storage to security and >> Yeah. >> You know, network security, all kinds of security. What was that like? What you must have learned a lot in the last better part of a decade? >> Yeah. >> Take us through that. >> You know, so the first jump was from EMC. I was 15 years there to be CEO of Barracuda. And you know, it was interesting because EMC was, you know large enterprise for the most part. At Barracuda we had, you know 250,000 small and mid-size enterprises. And it was, it's interesting to get into security in small and mid-size businesses because, you know Wendy today was talking about nation states. For small and mid-size business, it's common thievery right? It's ransomware, it's, and, those customers don't have, you know, the human and financial resources to keep up with the threat factor. So, you know, Nikesh talked about how it's taken 'em four and a half years to get into cybersecurity. I remember my first week at Barracuda, I was talking with a customer who had, you know, breached data shut down. There wasn't much bitcoin back then so it was just a pure ransom. And I'm like, wow, this is, you know, incredible industry. So it's been a good, you know, transition for me. I still think data is at the heart of all of this. Right? And I have always believed there's a strong connection between the things I learned growing up at EMC and what I put into practice today at Palo Alto Networks. >> And how about a culture because I, you know I know have observed the EMC culture >> Yeah. >> And you were there in really the heyday. >> Yeah. >> Right? Which was an awesome place. And it seems like Palo Alto obviously, different times but you know, similar like laser focus on solving problems, you know, obviously great, you know value sellers, you know, you guys aren't the commodity >> Yeah. For Product. But there seemed to be some similarities from afar. I don't know Palo Alto as well as I know EMC. >> I think there's a lot. When I joined EMC, it was about, it was 2 billion in in revenue and I think when I left it was over 20, 20, 21. And, you know, we're at, you know hopefully 5, 5 5 in revenue. I feel like it's this very similar, there's a sense of urgency, there's an incredible focus on the customer. you know, Near and Moche are definitely different individuals but the both same kind of disruptive, Israeli force out there driving the business. There are a lot of similarities. I, you know, the passion, I feel privileged as a, you know go to market person that I have this incredible portfolio to go, you know, work with customers on. It's a lucky position to be in, but very I feel like it is a movie I've seen before. >> Yeah. And but, and the course, the challenges from the, the target that you're disrupting is different. It was, you know, EMC had a lot of big, you know IBM obviously was, you know, bigger target whereas you got thousands of, you know, smaller companies. >> Yes. >> And, and so that's a different dynamic but that's why the consolidation play is so important. >> Look at, that's why I joined Palo Alto Networks when I was at Barracuda for nine years. It just fascinated me, that there was 3000 plus players in security and why didn't security evolve like the storage market did or the server market or network where working >> Yeah, right. >> You know, two or three big gorillas came to, to dominate those markets. And it's, I think it's what Nikesh talked about today. There was a new problem in best of breed. It was always best of breed. You can never in security go in and, you know, say, Hey it's good I saved us some money but I got the third best product in the marketplace. And there was that kind of gap between products. I, believe in why I joined here I think this is my last gig is we have a chance to change that. And this is the first company as I look from the outside in that had best of breed as, you know Nikesh said 13 categories. >> Yeah. >> And you know, we're in the leaders quadrant and it's a conversation I have with customers. You don't have to sacrifice best of breed but get the benefits of a platform. And I, think that resonates today. I think we have a chance to change the industry from that viewpoint. >> Give us a little view of the voice of the customer. You had, was it Sabre? >> Yeah. >> That was on >> Scott Moser, The CISO from Sabre. >> Give us a view, what are you hearing from the voice of the customer? Obviously they're quite a successful customer but challenges, concerns, the partnership. >> Yeah. Look, I think security is similar to industries where we come up with magic marketing phrases and, you know, things to you know, make you want to procure our solutions. You know, zero trust is one. And you know, you'll talk to customers and they're like, okay, yes. And you know, the government, right? Joe, Joe Biden's putting out zero trust executive orders. And the, the problem is if you talk to customers, it's a journey. They have legacy infrastructure they have business drivers that you know they just don't deal with us. They've got to deal with the business side who's trying to make the money that keeps the, the company going. it's really helped them draw a map from where they're at today to zero trust or to a better security architecture. Or, you know, they're moving their apps into the cloud. How am I going to migrate? Right? Again, that discussion three years ago was around lift and shift, right? Today it's about, well, no I need cloud native developed apps to service the business the way I want to, I want to service it. How do I, so I, I think there's this element of a trusted partner and relationship. And again, I think this is why you can't have 40 or 50 of those. You got to start narrowing it down if you want to be able to meet and beat the threats that are out there for you. So I, you know, the customers, I see a lot of 'em. It's, here's where I'm at help me get here to a better position. And they know it's, you know Scott said in our keynote today, you don't just, you know have layer three firewall policies and decide, okay tomorrow I'm going to go to layer seven. That, that's not how it works. Right? There's, and, and by the way these things are a mission critical type areas. So there's got to be a game plan that you help customers go through to get there. >> Definitely. Last question, my last question for you is, is security being a board level conversation I was reading some stats from a survey I think it was the what's new in Cypress survey that that Palo Alto released today that showed that while significant numbers of organizations think they've got a cyber resiliency playbook, there's a lot of disconnect or lack of alignment at the boardroom. Are you in those conversations? How can you help facilitate that alignment between the executive team and the board when it comes to security being so foundational to any business? >> Yeah, it's, I've been on three, four public company boards. I'm on, I'm on two today. I would say four years ago, this was a almost a taboo topic. It was a, put your head in the sand and pray to God nothing happened. And you know, the world has changed significantly. And because of the number of breaches the impact it's had on brand, boards have to think about this in duty of care and their fiduciary duty. Okay. So then you start with a board that may not have the technical skills. The first problem the security industry had is how do I explain your risk profile in a way you can understand it. I'm, I'm on the board of Generac that makes home generators. It's a manufacturing, you know, company but they put Wifi modules in their boxes so that the dealers could help do the maintenance on 'em. And all of a sudden these things were getting attacked. Right? And they're being used for bot attacks. >> Yeah. >> Everybody on their board had a manufacturing background. >> Ah. >> So how do you help that board understand the risk they have that's what's changed over the last four years. It's a constant discussion. It's one I have with CISOs where they're like help us put it in layman's terms so they understand they know what we're doing and they feel confident but at the same time understand the marketplace better. And that's a journey for us. >> That Generac example is a great one because, you know, think about IOT Technologies. They've historically been air gaped >> Yes. >> By design. And all of a sudden the business comes in and says, "Hey we can put wifi in there", you know >> Connect it to a home Wifi system that >> Make our lives so much easier. Next thing you know, it's being used to attack. >> Yeah. >> So that's why, as you go around the world are you discerning, I know you were just in Japan are you discerning significant differences in sort of attitudes toward, towards cyber? Whether it's public policy, you know things like regulation where you, they don't want you sharing data, but as as a cyber company, you want to share that data with you know, public and private? >> Look it, I, I think around the world we see incredible government activity first of all. And I think given the position we're in we get to have some unique conversations there. I would say worldwide security is an imperative. I, no matter where I go, you know it's in front of everybody's mind. The, on the, the governance side, it's really what do we need to adapt to make sure we meet local regulations. And I, and I would just tell you Dave there's ways when you do that, and we talk with governments that because of how they want to do it reduce our ability to give them full insight into all the threats and how we can help them. And I do think over time governments understand that we can anonymize the data. There's, but that, that's a work in process. Definitely there is a balance. We need to have privacy, we need to have, you know personal security for people. But there's ways to collect that data in an anonymous way and give better security insight back into the architectures that are out there. >> All right. A little shift the gears here. A little sports question. We've had some great Boston's sports guests on theCUBE right? I mean, Randy Seidel, we were talking about him. Peter McKay, Snyk, I guess he's a competitor now but you know, there's no question got >> He got a little funding today. I saw that. >> Down round. But they still got a lot of money. Not of a down round, but they were, but yeah, but actually, you know, he was on several years ago and it was around the time they were talking about trading Brady. He said Never trade Brady. And he got that right. We, I think we can agree Brady's the goat. >> Yes. >> The big question I have for you is, Belichick. Do you ever question Has your belief in him as the greatest coach of all time wavered, you know, now that- No. Okay. >> Never. >> Weigh in on that. >> Never, he says >> Still the Goat. >> I'll give you my best. You know, never In Bill we trust. >> Okay. Still. >> All right >> I, you know, the NFL is a unique property that's designed for parody and is designed, I mean actively designed to not let Mr. Craft and Bill Belichick do what they do every year. I feel privileged as a Boston sports fan that in our worst years we're in the seventh playoff spot. And I have a lot of family in Chicago who would kill for that position, by the way. And you know, they're in perpetual rebuilding. And so look, and I think he, you know the way he's been able to manage the cap and the skill levels, I think we have a top five defense. There's different ways to win titles. And if I, you know, remember in Brady's last title with Boston, the defense won us that Super Bowl. >> Well thanks for weighing in on that because there's a lot of crazy talk going on. Like, 'Hey, if he doesn't beat Arizona, he's got to go.' I'm like, what? So, okay, I'm sometimes it takes a good good loyal fan who's maybe, you know, has >> The good news in Boston is we're emotional fans too so I understand you got to keep the long term long term in mind. And we're, we're in a privileged position in Boston. We've got Celtics, we've got Bruins we've got the Patriots right on the edge of the playoffs and we need the Red Sox to get to work. >> Yeah, no, you know they were last, last year so maybe they're going to win it all like they usually do. So >> Fingers crossed. >> Crazy worst to first. >> Exactly. Well you said, in Bill we trust it sounds like from our conversation in BJ we trust from the customers, the partners. >> I hope so. >> Thank you so much BJ, for coming back on theCUBE giving us the lay of the land, what's new, the voice of the customer and how Palo Alto was really differentiated in the market. We always appreciate your, coming on the show you >> Honor and privilege seeing you here. Thanks. >> You may be thinking that you were watching ESPN just now but you know, we call ourselves the ESPN at Tech News. This is Lisa Martin for Dave Vellante and our guest. You're watching theCUBE, the Leader and live emerging in enterprise tech coverage. (upbeat music)

Published Date : Dec 14 2022

SUMMARY :

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Brad Smith & Simon Ponsford | AWS re:Invent 2022


 

foreign continued coverage of AWS re invent my name is Savannah Peterson and I am very excited to be joined by two brilliant blokes in the space of efficiency and performance whether you're on Prem or in the cloud today's discussion is going to be fascinating please welcome Brad and Simon to the show how are you Simon coming in from the UK how you feeling well thank you excellent and Brad we have you coming in from Seattle how are you this morning doing fine thank you excellent and feeling bookish given your background love that I know that you both really care about efficiency and performance it's a very hot topic both of the show and in the industry right now I'm curious I'm going to open it up with you Simon what challenges and I think you've actually continued to tackle these throughout the course of your career what challenges were you facing and wanting to solve when you started yellow dog um really we're just looking at cloud and coming from an on-premise environment really wanted to be able to make accessing Cloud particularly a volume to be simple and straightforward um if you look at today at the number of instance types available from the major Cloud providers there's more than seven thousand different instance types whereas on-prem you go along you select your processes you select your systems it's already be really easy when you hit the cloud you've just got this amazing amount of choice so really it was all about how can you make Intelligent Decisions for you know are you going to run your workload how to match it with what you've got on premise and that was really the inspiration for Rafael so staying there for just a second what does yellow dog provide customers is a SAS system so um you get to it by accessing through the yellow platform and what it allows people to do is to be able to make Intelligent Decisions about where to run their workload would that be on premise or in the cloud it has a wealth of information it understands the costs the performance the latency and the availability of every different instance type in all different clouds it really allows people to uh to be able to make use of that information provision exactly what they need and to be able to run their workloads yeah it also includes a provisioner and it also includes a scheduler as well which is a cloud native scheduler so it's designed to be able to cope with um with cloud in terms of things like spots and interruptions and be able to uh to reschedule and fail over between clouds if there's ever need to do so yeah that sounds incredible and I know this means a lot for partners like AMD Brad talk to me about the partnership and what this means for AMD for your customers yeah absolutely it you know we're excited to be aligned with the uh with a company like yellow dog it's it's um you know the the importance of compute is becoming more and more prevalent every day and it's it's always been top of mind but especially now when you think about what the uh what the economy and the rest of the world is kind of facing over the next you know probably a year or longer it's so important that um that you're able to maximize your dollars and your spend and doing away with uh with uh with absolute certainty that you've got the right type of people behind you uh ensuring that you're your dollars are being spent very wisely and the great thing about yell dogs that they have tremendous insight into uh into cost optimization computer optimization across the entire Globe their their indexes is quite remarkable and what it does is it allows uh customers to actually see just how performant and cost efficient AMD is so it allows us to really put our best foot forward and and gives customers a chance to understand something that they probably weren't uh more familiar with the fact that uh that AMD uh is a tremendous a tremendous value in the marketplace yeah and and uh Simon can you tell us a little bit more about the yellow dog index I'm glad you brought that up Brad yes the yellow index is uh is essentially it's live it's available for anyone to access you can just go to index.yam.tech and you'll be able to see pretty much every single instance type that's available from all the major Cloud providers and be able to make your selection are you looking for GPU type nodes are you looking for AMD processors are you looking just for performance essentially what you're able to do is create a live view of effectively what's available in different data centers around the world and the price at this moment in time also just uh as Brad mentioned in terms of you know cost efficiency and uh and being taking green values seriously as we should we should do the yellow index also has the ability to be able to see at that point in time where the best place to be at a runner job is based upon the lowest carbon impact of running at this moment in time and that for many organizations gives an amazing Insight in not just about being able to find the the understand fishing processes but being able to ensure the greenest energy possible is powering that process when you want to be able to run your workload it's so powerful what you just said and I think when we exactly it's not just about it's not just about power but it's about place when we are are looking at Global Computing at scale what I know that there's ESG advantages in and ESG being a very hot topic when we're talking about AMW on AWS and and and leveraging tools like yellow dog what other sorts of advantages Beyond being least carbon impactful can your Mutual customers benefit from so it's not like I say there's many other features you know a very important thing when you're running a high performance Computing workload is being able to match the instruction set that you're running on premise and then being able to use that in the cloud as well and also to be able to make Intelligent Decisions of where should something run should would something be more efficient um to build on premise should we always try and maximize our on-premise resources before going into the cloud there's a lot about being able to just be able to make decisions and yellow itself it makes thousands of decisions per second to be in a workout where the the best and most optimized places to to run your workload yeah so Brad you work with a lot of companies at scale what type of scale is possible when leveraging Technologies like AMD and yellow dog combined well you know I love the fact that you mentioned uh you know HPC and it's one of the areas that actually is most exciting for for me personally and for and for AMD with the combination of yellow dog and AWS and AWS launched the very first HPC uh instance type last year and you know we're we're we haven't even begun to answer a question we haven't gotten to see um the full-scale capability in the cloud when it comes to these uh these very coordinated and very refined workloads that are running at massive scale and and uh you know we've got some some products we'll be launched in the near future as well that are incredibly performant and you know to be honest I don't think I don't think we have even come close to seeing the scale relative to somebody's very optimized workloads in HPC uh that that we're capable of so um we're excited we're excited for the next few years to see how how we can wrap in um some of the tremendous success that AMD has had on-prem in these these these massive compute centers and replicating that same success inside AWS with companies like yellow dog it's uh it we're excited to see what uh what's what's going to come forward can you give us a preview of anything on the record that gets you really excited about the future I was going to ask you what what had you looking forward to 2023 and Beyond but nothing well not nothing official of course uh but um I will say this you know AMD has recently successful had the launch for Genoa uh it's our next next-gen release and it is um it is proving to be it absolutely is the dominant compute engine it at this point that exists and you know when you start to couple that with the the prowess of AWS you know you could see that over time becoming something potentially that um you know um can really start to change the compute landscape quite a bit so we're hopeful that you know in the future we'll have something along those lines uh with AWS and others and um we're very uh we're very bullish in that area love it uh Simon what about you you've been passionate about low carbon I.T for a long time is carbon neutral Tech in our future what I realize is a bold and lofty claim for you but feel free to give us any of your future predictions um yeah so well I started here trying to build solutions for you know many years ago so 2006 um I was part of a team that launched the the world's lowest powered Windows PC that was actually based on the AMD technology back then so uh you can tell that AMD have been working on a low power for us for a long time in terms of carbon neutral yes I think um certainly there's a there's a few data centers around the world now that are getting very close to uh to carbon neutral some of which may have already achieved it so that's really interesting but so you know the the second part of that is really the the manufacturer of everything that goes into those Services systems and being able to to get to uh you know a net zero on those over a period of time and when we do that which is yeah not without challenges but but certainly possible then we really will have carbon neutral I.T which will be uh a benefit to everyone you know mankind itself yeah casual statement and I have to say that I wholeheartedly agree I think that it's one of the greater challenges of Our Generation especially as what we're able to do in HPC in particular since we're talking about it is only going to grow and scale and magnitude and the amount of data that we have to organize certain process is is wild even today so I love that I'm curious is there anything that you can share with us that's in the pipeline for Yellow Dog anything coming up in the future that's very exciting um so we're coming up very soon um we're going to release something called um version 4 again log which contains um what we call a resource framework which is all about making sure you've got everything you need before you run a job either on-prem or in the cloud so that might be anything from making sure you've got the right licenses making sure that your data is all in the right location making sure you've got all aspects of your workflow ready before you start launching compute and start really but you know burning through dollars with computer could potentially sat there uh not not doing anything until other tasks keep catch up so we're really excited about this new V4 release which will uh which will come out very soon awesome we can't wait to learn more about that hopefully here again on the cube Brad what do Partnerships with companies like yellowdog meme for you and for the customers that you're able to serve yeah it's it's incredibly important I it's you know there's one of the difficulties in in compute that we have today especially in Cloud compute there's there's so much available at this point I mean there was a point in time it was very simple and straightforward it's not even close to being that anymore green so you know one of the things I love about yellow dog itself is actually it does a great they do a great job of making very complex situations and environments fairly simple to understand especially from a business perspective and so one of the things that we love about it is it actually helps our customers you know the AMD direct customers better understand how to properly use our technology and to get the most out of it and so it's difficult for us to articulate that message because you know we are a Semiconductor Company so sometimes it's a little tough to be able to articulate workloads and applications in the way that our customer base will be able to understand but you know it's it's so critical to have companies like yellow dog in the middle that can actually you know make that translation for us directly to the customer um you know and and especially too when you start thinking about ESG and environmental relationships and I'd like to make a comment and one of the things that is fantastic about AMD AWS and yellow we all share the same Mission and we're very public about those missions about just being better to the to the planet and um you know AMD has taken some very aggressive uh targets through 2025 much beyond anything that the industry has expected and you know because of that we are you know we are the most um we are the most power efficient xa6 product on the marketplace and it's not even close and you know I look forward to the day when uh you know you start looking at instance types inside these public Cloud providers in conjunction with the old dog and you can actually even start to see maybe potentially what that carbon footprint is based on those decisions you make on compute and um you know considering that more than half to spend for everybody is generally compute in these environments it's critical to really know what your true impact in the world is and um it's just one of the best parts about a partnership like this oh what a wonderful note to close on and I love both the Synergy between all the partners on a technology level but most importantly on a mission level because none of it matters if we don't have a planet that we can continue to innovate on so I'm I'm really grateful that you're both here fighting a good fight working together and also making a lot of information available for companies of all different sizes as they're navigating very complex decision trees in and operating their stack so thank you both Simon and Brad I really appreciate your time it's been incredibly insightful and thank you to our audience for tuning in to our continuing coverage of AWS re invent here on thecube my name is Savannah Peterson and I look forward to learning more with you soon foreign [Music]

Published Date : Nov 21 2022

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theCUBE on Supercloud | AWS Summit New York 2022


 

welcome back to thecube's live coverage coming to you from the big apple in new york city we're talking all things aws summit but right now i've got two powerhouses you know them you love them john furrier dave vellante going to be talking about super cloud guys we've been talking a lot about this there's a big event coming up on the cube august 9th and i gotta start dave with you because we talk about it pretty much in every interview where it's relevant why super cloud yeah so john furrier years ago started a tradition lisa prior to aws which was to lay down the expectation for our audiences what they should be looking for at aws reinvent okay john when did that start 2012 2013. actually 2013 was our first but 2015 was the first time when we get access to andy jassy who wasn't doing any briefings and we realized that the whole industry started looking at amazon web services as a structural forcing function of massive change uh some say inflection point we were saying complete redefinition so you wrote the trillion dollar baby yeah right which actually turns into probably multi-trillion dollars we got it right on that one surprisingly it was pretty obvious so every year since then john has published the seminal article prior to reinvent so this year we were talking we're coming out of the isolation economy and john hedwig also also adam silevski was the new ceo so we had a one-on-one with adam that's right and then that's where the convergence between andy jassy and adam celebski kicked in which is essentially those guys work together even though they he went off and boomerang back in as they say in aws but what's interesting was is that adam zluski's point of view piggyback jassy but he had a different twist yeah some so you know low you know people who didn't have really a lot of thought into it said oh he's copying microsoft moving up the stack we're like no no no no no something structural is happening again and so john wrote the piece and he started sharing it we're collaborating he said hey dave take a take a look add your perspectives and then jerry chen had just written castles in the cloud and he talked about sub-markets and we were sort of noodling and one of the other things was in 2018 2019 around that time at aws re invent there was this friction between like snowflake and aws because redshift separated compute from storage which was snowflake's whole thing now fast forward to 2021 after we're leaving you know the covert economy by the way everyone was complaining they are asking jassy are you competing with your ecosystem the classic right trope and then in in remember jason used to use cloudera as the example i would like to maybe pick a better example snowflake became that example and what the transition was it went from hey we're kind of competitive for sure there's a lot of examples but it went from we're competitive they're stealing our stuff to you know what we're making so much money building on top of aws specifically but also the clouds and cross clouds so we said there's something new happening in the ecosystem and then just it popped up this term super cloud came up to connote a layer that floats above the hyperscale capex not is it's not pass it's not sas it's the combination of the of those things on top of a new digital infrastructure and we chose the term super cloud we liked it better than multi-cloud because multiplayer at least one other point too i think four or five years earlier dave and i across not just aws reinvent all of our other events we were speculating that there might be a tier two cloud service provider models and we've talked with intel about this and others just kind of like evaluating it staring at it and we met by tier two like maybe competing against amazon but what happened was it wasn't a tier two cloud it was a super cloud built on the capex of aws which means initially was a company didn't have to build aws to be like aws and everybody wanted to be like aws so we saw the emergence of the smart companies saying hey let's refactor our business model in the category or industry scope and to dominate with cloud scale and they did it that then continued that was the premise of chen's post which was kind of rift on the cube initially which is you can have a moat in a castle in the cloud and have a competitive advantage and a sustainable differentiation model and that's exactly what's happening and then you introduce the edge and hybrid you now have a cloud operating model that that super cloud extends as a substrate across all environments so it's not multi-cloud which sounds broken and like put it distance jointed joint barriers hybrid cloud which is the hybrid operating model at scale and you don't have to be amazon to take advantage of all the value creation since they took care of the capex now they win too on the other side because because they're selling ec2 and storage and ml and ai and this is new and this is information that people don't might not know about internally at aws there was a debate dave okay i heard this from sources do we go all in and compete and just own the whole category or open the ecosystem and coexist with [ __ ] why do we have these other companies or snowflake and guess what the decision was let's make it open ecosystem and let's have our own offerings as well and let the winner take off smart because they can't hire enough people and we just had aws and snowflake on the cube a few weeks ago talking about the partnership the co-op petition the value in it but what's been driving it is the voice of the customer but i want to ask you paint the picture for the audience of the critical key components of super cloud what are those yeah so i think first and foremost super cloud as john was saying it's not multi-cloud chuck whitten had a great phrase at dell tech world he said multi-cloud by default right versus multi-cloud by design and multi-cloud has been by default it's been this sort of i run in aws and i run my stack in azure or i run my stack in gcp and it works or i wrap my stack in a container and host it in the cloud that's what multi-cloud has been so the first sort of concept is it's a layer that that abstracts the underlying complexity of all the clouds all the primitives uh it takes advantage of maybe graviton or microsoft tooling hides all that and builds new value on top of that the other piece of of super cloud is it's ecosystem driven really interesting story you just told because literally amazon can't hire everybody right so they have to rely on the ecosystem for feature acceleration so it's it also includes a path layer a super pass layer we call it because you need to develop applications that are specific to the problem that the super cloud is solving so it's not a generic path like openshift it's specific to whether it's snowflake or [ __ ] or aviatrix so that developers can actually build on top of and not have to worry about that underlying and also there's some people that are criticizing um what we're doing in a good way because we want to have an open concept sure but here's the thing that a lot of people don't understand they're criticizing or trying to kind of shoot holes in our new structural change that we're identifying to comparing it to old that's like saying mainframe and mini computers it's like saying well the mainframe does it this way therefore there's no way that's going to be legitimate so the old thinking dave is from people that have no real foresight in the new model right and so they don't really get it right so what i'm saying is that we look at structural change structural change is structural change it either happens or it doesn't so what we're observing is the fact that a snowflake didn't design their solution to be multi-cloud they did it all on aws and then said hey why would we why are we going to stop there let's go to azure because microsoft's got a boatload of customers because they have a vertically stacking integration for their install base so if i'm snowflake why wouldn't i be on azure and the same for gcp and the same for other things so this idea that you can get the value of an amp what amazon did leverage and all that value without paying for it up front is a huge dynamic and that's not just saying oh that's cloud that's saying i have a cloud-like scale cloud-like value proposition which which will look like an ecosystem so to me the acid test is if i build on top of say [ __ ] or say snowflake or super cloud by default i'm either a category leader i own the data at scale or i'm sharing data at scale and i have an ecosystem people are building on top of me so that's a platform so that's really difficult so what's happening is these ecosystem partners are taking advantage as john said of all the hyperscale capex and they're building out their version of a distributed global system and then the other attribute of super cloud is it's got metadata management capability in other words it knows if i'm optimizing for latency where in the super cloud to get the data or how to protect privacy or sovereignty or how many copies to make to have the proper data protection or where the air gap should be for ransomware so these are examples of very specific purpose-built super clouds that are filling gaps that the hyperscalers aren't going after what's a good example of a specific super cloud that you think really articulates what you guys are talking about i think there are a lot of them i think snowflake is a really good example i think vmware is building a multi-cloud management system i think aviatrix and virtual you know private cloud networking and for high performance networking i think to a certain extent what oracle is doing with azure is is is definitely looks like a super cloud i think what capital one is doing by building on to taking their own tools and and and moving that to snowflake now that they're not cross-cloud yet but i predict that they will be of i think uh what veeam is doing in data protection uh dell what they showed at dell tech world with project alpine these are all early examples of super well here's an indicator here's how you look at the example so to me if you're just lifting and shifting that was the first gen cloud that's not changing the business model so i think the number one thing to look at is is the company whether they're in a vertical like insurance or fintech or financial are they refactoring their spend not as an i.t cost but as a refactoring of their business model yes like what snowflake did dave or they say okay i'm gonna change how i operate not change my business model per se or not my business identity if i'm gonna provide financial services i don't have to spend capex it's operating expenses i get the capex leverage i redefine i get the data at scale and now i become a service provider to everybody else because scale will determine the power law of who wins in the verticals and in the industry so we believe that snowflake is a data warehouse in the cloud they call it a data cloud now i don't think snowflake would like that dave i call them a data warehouse no a super data cloud but but so the other key here is you know the old saying that andreessen came up with i guess with every company's a software company well what does that mean it means every company software company every company is going digital well how are they going to do that they're going to do that by taking their business their data their tooling their proprietary you know moat and moving that to the cloud so they can compete at scale every company should be if they're not thinking about doing a super cloud well walmart i think i think andreessen's wrong i think i would revise and say that andreessen and the brain trust at andreas and horowitz is that that's no longer irrelevant every company isn't a software company the software industry is called open source everybody is an open source company and every company will be at super cloud that survives yeah to me to me if you're not looking at super cloud as a strategy to get value and refactor your business model take advantage of what you're paying it for but you're paying now in a new way you're building out value so that's you're either going to be a super cloud or get services from a super cloud so if you're not it's like the old joke dave if you're at the table and you don't know who the sucker is it's probably you right so if you're looking at the marketplace you're saying if i'm not a super cloud i'm probably gonna have to work with one because they're gonna have the data they're gonna have the insights they're gonna have the scale they're going to have the castle in the cloud and they will be called a super cloud so in customer conversations helping customers identify workloads to move to the cloud what are the ideal workloads and services to run in super cloud so i honestly think virtually any workload could be a candidate and i think that it's really the business that they're in that's going to define the workload i'll say what i mean so there's certain businesses where low latency high performance transactions are going to matter that's you know kind of the oracle's business there's certain businesses like snowflake where data sharing is the objective how do i share data in a governed way in a secure way in any location across the world that i can monetize so that's their objective you take a data protection company like veeam their objective is to protect data so they have very specific objectives that ultimately dictate what the workload looks like couchbase is another one they they in my opinion are doing some of the most interesting things at the edge because this is where when you when you really push companies in the cloud including the hyperscalers when they get out to the far edge it starts to get a little squishy couchbase actually is developing capabilities to do that and that's to me that's the big wild card john i think you described it accurately the cloud is expanding you've got public clouds no longer just remote services you're including on-prem and now expanding out to the near edge and the deep what do you call it deep edge or far edge lower sousa called the tiny edge right deep edge well i mean look at look at amazon's outpost announcement to me hp e is opportunity dell has opportunities the hardware box guys companies they have an opportunity to be that gear to be an outpost to be their own output they get better stacks they have better gear they just got to run cloud on it yeah right that's an edge node right so so that's that would be part of the super cloud so this is where i think people that are looking at the old models like operating systems or systems mindsets from the 80s they look they're not understanding the new architecture what i would say to them is yeah i hear what you're saying but the structural change is the nodes on the network distributed computing if you will is going to run hybrid cloud all the way across the fact that it's multiple clouds is just coincidence on who's got the best capex value that people build on for their super cloud capability so why wouldn't i be on azure if microsoft's going to give me all their customers that are running office 365 and teams great if i want to be on amazon's kind of sweet which is their ecosystem why wouldn't i want to tap into that so again you can patch it all together in the super cloud so i think the future will be distributed computing cloud architecture end to end and and we felt that was different from multi-cloud you know if you want to call it multi-cloud 2.0 that's fine but you know frankly you know sometimes we get criticized for not defining it tightly enough but we continue to evolve that definition i've never really seen a great definition from multi-cloud i think multi-cloud by default was the definition i run in multiple clouds you know it works in azure it's not a strategy it's a broken name it's a symptom right it's a symptom of multi-vendor is really what multi-cloud has been and so we felt like it was a new term of examples look what we're talking about snowflake data bricks databricks another good one these are these are examples goldman sachs and we felt like the term immediately connotes something bigger something that sits above the clouds and is part of a digital platform you know the people poo poo the metaverse because it's really you know not well defined but every 15 or 20 years this industry goes through dave let me ask you a question so uh lisa you too if i'm in the insurance vertical uh and i'm a i'm an insurance company i have competitors my customers can go there and and do business with that company and you know and they all know that they go to the same conferences but in that sector now you have new dynamics your i.t spend isn't going to keep the lights on and make your apps work your back-end systems and your mobile app to get your whatever now it's like i have cloud scale so what if i refactored my business model become a super cloud and become the major primary service provider to all the competitors and the people that are the the the channel partners of the of the ecosystem that means that company could change the category totally okay and become the dominant category leader literally in two three years if i'm geico okay i i got business in the cloud because i got the app and i'm doing transactions on geico but with all the data that they're collecting there's adjacent businesses that they can get into maybe they're in the safety business maybe they can sell data to governments maybe they can inform logistics and highway you know patterns roll up all the people that don't have the same scale they have and service them with that data and they get subscription revenue and they can build on top of the geico super insurance cloud right yes it's it's unlimited opportunity that's why it's but the multi-trillion dollar baby so talk to us you've done an amazing job of talking which i know you would of why super cloud what it is the critical components the key workloads great examples talk to us in our last few minutes about the event the cube on super cloud august 9th what's the audience going to who are they going to hear from what are they going to learn yeah so august 9th live out of our palo alto studio we're going to have a program that's going to run from 9 a.m to 1 p.m and we're going to have a number of industry luminaries in there uh kit colbert from from vmware is going to talk about you know their strategy uh benoit de javille uh from snowflake is going to is going to be there of g written house of sky-high security um i i i don't want to give it away but i think steve mullaney is going to come on adrian uh cockroft is coming on the panel keith townsend sanjeev mohan will be on so we'll be running that live and also we'll be bringing in pre-recorded interviews that we'll have prior to the show that will run post the live event it's really a pilot virtual event we want to do a physical event we're thinking but the pilot is to bring our trusted friends together they're credible that have industry experience to try to understand the scope of what we're talking about and open it up and help flesh out the definition make it an open model where we can it's not just our opinion we're observing identifying the structural changes but bringing in smart people our smart friends and companies are saying yeah we get behind this because it has it has legs for a reason so we're gonna zoom out and let people participate and let the conversation and the community drive the content and that is super important to the cube as you know dave but i think that's what's going on lisa is that it's a pilot if it has legs we'll do a physical event certainly we're getting phones to bring it off the hook for sponsors so we don't want to go and go all in on sponsorships right now because it's not about money making it's about getting that super cloud clarity around to help companies yeah we want to evolve the concept and and bring in outside perspectives well the community is one of the best places to do that absolutely organic it's an organic community where i mean people want to find out what's going on with the best practices of how to transform a business and right now digital transformation is not just getting digitized it's taking advantage of the technology to leapfrog the competition so all the successful people we talked to at least have the same common theme i'm changing my game but not changing my game to the customer i'm just going to do it differently better faster cheaper more efficient and have higher margins and beat the competition that's the company doesn't want to beat the competition go to thecube.net if you're not all they're all ready to register for the cube on supercloud august 9th 9am pacific you won't want to miss it for john furrier and dave vellante i'm lisa martin we're all coming at you from new york city at aws summit 22. i'll be right back with our next guest [Music] you

Published Date : Jul 14 2022

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Matt Provo & Patrick Bergstrom, StormForge | Kubecon + Cloudnativecon Europe 2022


 

>> Instructor: "theCUBE" presents KubeCon and CloudNativeCon Europe 2022, brought to you by Red Hat, the Cloud Native Computing Foundation and its ecosystem partners. >> Welcome to Valencia, Spain and we're at KubeCon, CloudNativeCon Europe 2022. I'm Keith Townsend, and my co-host, Enrico Signoretti. Enrico's really proud of me. I've called him Enrico instead of Enrique every session. >> Every day. >> Senior IT analyst at GigaOm. We're talking to fantastic builders at KubeCon, CloudNativeCon Europe 2022 about the projects and their efforts. Enrico, up to this point, it's been all about provisioning, insecurity, what conversation have we been missing? >> Well, I mean, I think that we passed the point of having the conversation of deployment, of provisioning. Everybody's very skilled, actually everything is done at day two. They are discovering that, well, there is a security problem. There is an observability problem a and in fact, we are meeting with a lot of people and there are a lot of conversation with people really needing to understand what is happening. I mean, in their cluster work, why it is happening and all the questions that come with it. And the more I talk with people in the show floor here or even in the various sessions is about, we are growing so that our clusters are becoming bigger and bigger, applications are becoming bigger as well. So we need to now understand better what is happening. As it's not only about cost, it's about everything at the end. >> So I think that's a great set up for our guests, Matt Provo, founder and CEO of StormForge and Patrick Brixton? >> Bergstrom. >> Bergstrom. >> Yeah. >> I spelled it right, I didn't say it right, Bergstrom, CTO. We're at KubeCon, CloudNativeCon where projects are discussed, built and StormForge, I've heard the pitch before, so forgive me. And I'm kind of torn. I have service mesh. What do I need more, like what problem is StormForge solving? >> You want to take it? >> Sure, absolutely. So it's interesting because, my background is in the enterprise, right? I was an executive at UnitedHealth Group before that I worked at Best Buy and one of the issues that we always had was, especially as you migrate to the cloud, it seems like the CPU dial or the memory dial is your reliability dial. So it's like, oh, I just turned that all the way to the right and everything's hunky-dory, right? But then we run into the issue like you and I were just talking about, where it gets very very expensive very quickly. And so my first conversations with Matt and the StormForge group, and they were telling me about the product and what we're dealing with. I said, that is the problem statement that I have always struggled with and I wish this existed 10 years ago when I was dealing with EC2 costs, right? And now with Kubernetes, it's the same thing. It's so easy to provision. So realistically what it is, is we take your raw telemetry data and we essentially monitor the performance of your application, and then we can tell you using our machine learning algorithms, the exact configuration that you should be using for your application to achieve the results that you're looking for without over-provisioning. So we reduce your consumption of CPU, of memory and production which ultimately nine times out of 10, actually I would say 10 out of 10, reduces your cost significantly without sacrificing reliability. >> So can your solution also help to optimize the application in the long run? Because, yes, of course-- >> Yep. >> The lowering fluid as you know optimize the deployment. >> Yeah. >> But actually the long-term is optimizing the application. >> Yes. >> Which is the real problem. >> Yep. >> So, we're fine with the former of what you just said, but we exist to do the latter. And so, we're squarely and completely focused at the application layer. As long as you can track or understand the metrics you care about for your application, we can optimize against it. We love that we don't know your application, we don't know what the SLA and SLO requirements are for your app, you do, and so, in our world it's about empowering the developer into the process, not automating them out of it and I think sometimes AI and machine learning sort of gets a bad rap from that standpoint. And so, at this point the company's been around since 2016, kind of from the very early days of Kubernetes, we've always been, squarely focused on Kubernetes, using our core machine learning engine to optimize metrics at the application layer that people care about and need to go after. And the truth of the matter is today and over time, setting a cluster up on Kubernetes has largely been solved. And yet the promise of Kubernetes around portability and flexibility, downstream when you operationalize, the complexity smacks you in the face and that's where StormForge comes in. And so we're a vertical, kind of vertically oriented solution, that's absolutely focused on solving that problem. >> Well, I don't want to play, actually. I want to play the devils advocate here and-- >> You wouldn't be a good analyst if you didn't. >> So the problem is when you talk with clients, users, there are many of them still working with Java, something that is really tough. I mean, all of us loved Java. >> Yeah, absolutely. >> Maybe 20 years ago. Yeah, but not anymore, but still they have developers, they have porting applications, microservices. Yes, but not very optimized, et cetera, cetera, et cetera. So it's becoming tough. So how you can interact with this kind of old hybrid or anyway, not well engineered applications. >> Yeah. >> We do that today. We actually, part of our platform is we offer performance testing in a lower environment and stage and we, like Matt was saying, we can use any metric that you care about and we can work with any configuration for that application. So perfect example is Java, you have to worry about your heap size, your garbage collection tuning and one of the things that really struck me very early on about the StormForge product is because it is true machine learning. You remove the human bias from that. So like a lot of what I did in the past, especially around SRE and performance tuning, we were only as good as our humans were because of what they knew. And so, we kind of got stuck in these paths of making the same configuration adjustments, making the same changes to the application, hoping for different results. But then when you apply machine learning capability to that the machine will recommend things you never would've dreamed of. And you get amazing results out of that. >> So both me and Enrico have been doing this for a long time. Like, I have battled to my last breath the argument when it's a bare metal or a VM, look, I cannot give you any more memory. >> Yeah. >> And the argument going all the way up to the CIO and the CIO basically saying, you know what, Keith you're cheap, my developer resources are expensive, buy bigger box. >> Yeah. >> Yap. >> Buying a bigger box in the cloud to your point is no longer a option because it's just expensive. >> Yeah. >> Talk to me about the carrot or the stick as developers are realizing that they have to be more responsible. Where's the culture change coming from? Is it the shift in responsibility? >> I think the center of the bullseye for us is within those sets of decisions, not in a static way, but in an ongoing way, especially as the development of applications becomes more and more rapid and the management of them. Our charge and our belief wholeheartedly is that you shouldn't have to choose. You should not have to choose between costs or performance. You should not have to choose where your applications live, in a public private or hybrid cloud environment. And so, we want to empower people to be able to sit in the middle of all of that chaos and for those trade offs and those difficult interactions to no longer be a thing. We're at a place now where we've done hundreds of deployments and never once have we met a developer who said, "I'm really excited to get out of bed and come to work every day and manually tune my application." One side, secondly, we've never met, a manager or someone with budget that said, please don't increase the value of my investment that I've made to lift and shift us over to the cloud or to Kubernetes or some combination of both. And so what we're seeing is the converging of these groups, their happy place is the lack of needing to be able to make those trade offs, and that's been exciting for us. >> So, I'm listening and looks like that your solution is right in the middle in application performance, management, observability. >> Yeah. >> And, monitoring. >> Yeah. >> So it's a little bit of all of this. >> Yeah, so we want to be, the intel inside of all of that, we often get lumped into one of those categories, it used to be APM a lot, we sometimes get, are you observability or and we're really not any of those things, in and of themselves, but we instead we've invested in deep integrations and partnerships with a lot of that tooling 'cause in a lot of ways, the tool chain is hardening in a cloud native and in Kubernetes world. And so, integrating in intelligently, staying focused and great at what we solve for, but then seamlessly partnering and not requiring switching for our users who have already invested likely, in a APM or observability. >> So to go a little bit deeper. What does it mean integration? I mean, do you provide data to this, other applications in the environment or are they supporting you in the work that you do. >> Yeah, we're a data consumer for the most part. In fact, one of our big taglines is take your observability and turn it into action ability, right? Like how do you take that, it's one thing to collect all of the data, but then how do you know what to do with it, right? So to Matt's point, we integrate with folks like Datadog, we integrate with Prometheus today. So we want to collect that telemetry data and then do something useful with it for you. >> But also we want Datadog customers, for example, we have a very close partnership with Datadog so that in your existing Datadog dashboard, now you have-- >> Yeah. >> The StormForge capability showing up in the same location. >> Yep. >> And so you don't have to switch out. >> So I was just going to ask, is it a push pull? What is the developer experience when you say you provide developer this resolve ML learnings about performance, how do they receive it? Like, what's the developer experience. >> They can receive it, for a while we were CLI only, like any good developer tool. >> Right. >> And, we have our own UI. And so it is a push in a lot of cases where I can come to one spot, I've got my applications and every time I'm going to release or plan for a release or I have released and I want to pull in observability data from a production standpoint, I can visualize all of that within the StormForge UI and platform, make decisions, we allow you to set your, kind of comfort level of automation that you're okay with. You can be completely set and forget or you can be somewhere along that spectrum and you can say, as long as it's within, these thresholds, go ahead and release the application or go ahead and apply the configuration. But we also allow you to experience the same, a lot of the same functionality right now, in Grafana, in Datadog and a bunch of others that are coming. >> So I've talked to Tim Crawford who talks to a lot of CIOs and he's saying one of the biggest challenges or if not, one of the biggest challenges CIOs are facing are resource constraints. >> Yeah. >> They cannot find the developers to begin with to get this feedback. How are you hoping to address this biggest pain point for CIOs-- >> Yeah.6 >> And developers? >> You should take that one. >> Yeah, absolutely. So like my background, like I said at UnitedHealth Group, right. It's not always just about cost savings. In fact, the way that I look about at some of these tech challenges, especially when we talk about scalability there's kind of three pillars that I consider, right? There's the tech scalability, how am I solving those challenges? There's the financial piece 'cause you can only throw money at a problem for so long and it's the same thing with the human piece. I can only find so many bodies and right now that pool is very small, and so, we are absolutely squarely in that footprint of we enable your team to focus on the things that they matter, not manual tuning like Matt said. And then there are other resource constraints that I think that a lot of folks don't talk about too. Like, you were talking about private cloud for instance and so having a physical data center, I've worked with physical data centers that companies I've worked for have owned where it is literally full, wall to wall. You can't rack any more servers in it, and so their biggest option is, well, I could spend $1.2 billion to build a new one if I wanted to, or if you had a capability to truly optimize your compute to what you needed and free up 30% of your capacity of that data center. So you can deploy additional name spaces into your cluster, like that's a huge opportunity. >> So I have another question. I mean, maybe it doesn't sound very intelligent at this point, but, so is it an ongoing process or is it something that you do at the very beginning, I mean you start deploying this. >> Yeah. >> And maybe as a service. >> Yep. >> Once in a year I say, okay, let's do it again and see if something change it. >> Sure. >> So one spot, one single.. >> Yeah, would you recommend somebody performance test just once a year? Like, so that's my thing is, at previous roles, my role was to do performance test every single release, and that was at a minimum once a week and if your thing did not get faster, you had to have an executive exception to get it into production and that's the space that we want to live in as well as part of your CICD process, like this should be continuous verification, every time you deploy, we want to make sure that we're recommending the perfect configuration for your application in the name space that you're deploying into. >> And I would be as bold as to say that we believe that we can be a part of adding, actually adding a step in the CICD process that's connected to optimization and that no application should be released, monitored, and sort of analyzed on an ongoing basis without optimization being a part of that. And again, not just from a cost perspective, but for cost and performance. >> Almost a couple of hundred vendors on this floor. You mentioned some of the big ones Datadog, et cetera, but what happens when one of the up and comings out of nowhere, completely new data structure, some imaginative way to click to telemetry data. >> Yeah. >> How do, how do you react to that? >> Yeah, to us it's zeros and ones. >> Yeah. >> And, we really are data agnostic from the standpoint of, we're fortunate enough from the design of our algorithm standpoint, it doesn't get caught up on data structure issues, as long as you can capture it and make it available through one of a series of inputs, one would be load or performance tests, could be telemetry, could be observability, if we have access to it. Honestly, the messier the better from time to time from a machine learning standpoint, it's pretty powerful to see. We've never had a deployment where we saved less than 30%, while also improving performance by at least 10%. But the typical results for us are 40 to 60% savings and 30 to 40% improvement in performance. >> And what happens if the application is, I mean, yes Kubernetes is the best thing of the world but sometimes we have to, external data sources or, we have to connect with external services anyway. >> Yeah. >> So, can you provide an indication also on this particular application, like, where the problem could be? >> Yeah. >> Yeah, and that's absolutely one of the things that we look at too, 'cause it's, especially when you talk about resource consumption it's never a flat line, right? Like depending on your application, depending on the workloads that you're running it varies from sometimes minute to minute, day to day, or it could be week to week even. And so, especially with some of the products that we have coming out with what we want to do, integrating heavily with the HPA and being able to handle some of those bumps and not necessarily bumps, but bursts and being able to do it in a way that's intelligent so that we can make sure that, like I said, it's the perfect configuration for the application regardless of the time of day that you're operating in or what your traffic patterns look like, or, what your disc looks like, right. Like 'cause with our low environment testing, any metric you throw at us, we can optimize for. >> So Matt and Patrick, thank you for stopping by. >> Yeah. >> Yes. >> We can go all day because day two is I think the biggest challenge right now, not just in Kubernetes but application re-platforming and transformation, very, very difficult. Most CTOs and EASs that I talked to, this is the challenge space. From Valencia, Spain, I'm Keith Townsend, along with my host Enrico Signoretti and you're watching "theCube" the leader in high-tech coverage. (whimsical music)

Published Date : May 19 2022

SUMMARY :

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Angelo Fausti & Caleb Maclachlan | The Future is Built on InfluxDB


 

>> Okay. We're now going to go into the customer panel, and we'd like to welcome Angelo Fausti, who's a software engineer at the Vera C. Rubin Observatory, and Caleb Maclachlan who's senior spacecraft operations software engineer at Loft Orbital. Guys, thanks for joining us. You don't want to miss folks this interview. Caleb, let's start with you. You work for an extremely cool company, you're launching satellites into space. Of course doing that is highly complex and not a cheap endeavor. Tell us about Loft Orbital and what you guys do to attack that problem. >> Yeah, absolutely. And thanks for having me here by the way. So Loft Orbital is a company that's a series B startup now, who, and our mission basically is to provide rapid access to space for all kinds of customers. Historically, if you want to fly something in space, do something in space, it's extremely expensive. You need to book a launch, build a bus, hire a team to operate it, have a big software teams, and then eventually worry about, a bunch like, just a lot of very specialized engineering. And what we're trying to do is change that from a super specialized problem that has an extremely high barrier of access, to a infrastructure problem. So that it's almost as simple as deploying a VM in AWS or GCP is getting your programs, your mission deployed on orbit with access to different sensors, cameras, radios, stuff like that. So, that's kind of our mission and just to give a really brief example of the kind of customer that we can serve. There's a really cool company called Totum Labs, who is working on building IoT cons, an IoT constellation for, internet of things, basically being able to get telemetry from all over the world. They're the first company to demonstrate indoor IoT which means you have this little modem inside a container that container that you track from anywhere in the world as it's going across the ocean. So, and it's really little, and they've been able to stay a small startup that's focused on their product, which is the, that super crazy, complicated, cool radio, while we handle the whole space segment for them, which just, you know, before Loft was really impossible. So that's our mission is providing space infrastructure as a service. We are kind of groundbreaking in this area and we're serving a huge variety of customers with all kinds of different missions, and obviously generating a ton of data in space that we've got to handle. >> Yeah. So amazing Caleb, what you guys do. Now, I know you were lured to the skies very early in your career, but how did you kind of land in this business? >> Yeah, so, I guess just a little bit about me. For some people, they don't necessarily know what they want to do like earlier in their life. For me I was five years old and I knew I want to be in the space industry. So, I started in the Air Force, but have stayed in the space industry my whole career and been a part of, this is the fifth space startup that I've been a part of actually. So, I've kind of started out in satellites, spent some time in working in the launch industry on rockets, then, now I'm here back in satellites and honestly, this is the most exciting of the different space startups that I've been a part of. >> Super interesting. Okay. Angelo, let's talk about the Rubin Observatory. Vera C. Rubin, famous woman scientist, galaxy guru. Now you guys, the Observatory, you're up way up high, you get a good look at the Southern sky. And I know COVID slowed you guys down a bit, but no doubt you continued to code away on the software. I know you're getting close, you got to be super excited, give us the update on the Observatory and your role. >> All right. So, yeah. Rubin is a state of the art observatory that is in construction on a remote mountain in Chile. And, with Rubin we'll conduct the large survey of space and time. We're going to observe the sky with eight meter optical telescope and take 1000 pictures every night with 2.2 Gigapixel camera. And we are going to do that for 10 years, which is the duration of the survey. >> Yeah, amazing project. Now, you earned a doctor of philosophy so you probably spent some time thinking about what's out there, and then you went out to earn a PhD in astronomy and astrophysics. So, this is something that you've been working on for the better part of your career, isn't it? >> Yeah, that's right, about 15 years. I studied physics in college. Then I got a PhD in astronomy. And, I worked for about five years in another project, the Dark Energy Survey before joining Rubin in 2015. >> Yeah, impressive. So it seems like both your organizations are looking at space from two different angles. One thing you guys both have in common of course is software, and you both use InfluxDB as part of your data infrastructure. How did you discover InfluxDB, get into it? How do you use the platform? Maybe Caleb you could start. >> Yeah, absolutely. So, the first company that I extensively used InfluxDB in, was a launch startup called Astra. And we were in the process of designing our first generation rocket there, and testing the engines, pumps, everything that goes into a rocket. And, when I joined the company our data story was not very mature. We were collecting a bunch of data in LabVIEW and engineers were taking that over to MATLAB to process it. And at first, there, you know, that's the way that a lot of engineers and scientists are used to working. And at first that was, like people weren't entirely sure that that was, that needed to change. But, it's, something, the nice thing about InfluxDB is that, it's so easy to deploy. So as, our software engineering team was able to get it deployed and, up and running very quickly and then quickly also backport all of the data that we collected this far into Influx. And, what was amazing to see and is kind of the super cool moment with Influx is, when we hooked that up to Grafana, Grafana as the visualization platform we used with Influx, 'cause it works really well with it. There was like this aha moment of our engineers who are used to this post process kind of method for dealing with their data, where they could just almost instantly easily discover data that they hadn't been able to see before, and take the manual processes that they would run after a test and just throw those all in Influx and have live data as tests were coming, and, I saw them implementing like crazy rocket equation type stuff in Influx, and it just was totally game changing for how we tested. >> So Angelo, I was explaining in my open, that you could add a column in a traditional RDBMS and do time series, but with the volume of data that you're talking about in the example that Caleb just gave, you have to have a purpose built time series database. Where did you first learn about InfluxDB? >> Yeah, correct. So, I work with the data management team, and my first project was the record metrics that measured the performance of our software, the software that we used to process the data. So I started implementing that in our relational database. But then I realized that in fact I was dealing with time series data and I should really use a solution built for that. And then I started looking at time series databases and I found InfluxDB, and that was back in 2018. The, another use for InfluxDB that I'm also interested is the visits database. If you think about the observations, we are moving the telescope all the time and pointing to specific directions in the sky and taking pictures every 30 seconds. So that itself is a time series. And every point in that time series, we call a visit. So we want to record the metadata about those visits in InfluxDB. That time series is going to be 10 years long, with about 1000 points every night. It's actually not too much data compared to other problems. It's really just a different time scale. >> The telescope at the Rubin Observatory is like, pun intended, I guess the star of the show. And I believe I read that it's going to be the first of the next gen telescopes to come online. It's got this massive field of view, like three orders of magnitude times the Hubble's widest camera view, which is amazing. Like, that's like 40 moons in an image, amazingly fast as well. What else can you tell us about the telescope? >> This telescope it has to move really fast. And, it also has to carry the primary mirror which is an eight meter piece of glass. It's very heavy. And it has to carry a camera which has about the size of a small car. And this whole structure weighs about 300 tons. For that to work, the telescope needs to be very compact and stiff. And one thing that's amazing about it's design is that, the telescope, this 300 tons structure, it sits on a tiny film of oil, which has the diameter of human hair. And that makes an, almost zero friction interface. In fact, a few people can move this enormous structure with only their hands. As you said, another aspect that makes this telescope unique is the optical design. It's a wide field telescope. So, each image has, in diameter the size of about seven full moons. And, with that, we can map the entire sky in only three days. And of course, during operations everything's controlled by software and it is automatic. There's a very complex piece of software called the Scheduler, which is responsible for moving the telescope, and the camera, which is recording 15 terabytes of data every night. >> And Angelo, all this data lands in InfluxDB, correct? And what are you doing with all that data? >> Yeah, actually not. So we use InfluxDB to record engineering data and metadata about the observations. Like telemetry, events, and commands from the telescope. That's a much smaller data set compared to the images. But it is still challenging because you have some high frequency data that the system needs to keep up, and, we need to store this data and have it around for the lifetime of the project. >> Got it. Thank you. Okay, Caleb, let's bring you back in. Tell us more about the, you got these dishwasher size satellites, kind of using a multi-tenant model, I think it's genius. But tell us about the satellites themselves. >> Yeah, absolutely. So, we have in space some satellites already that as you said, are like dishwasher, mini fridge kind of size. And we're working on a bunch more that are a variety of sizes from shoebox to, I guess, a few times larger than what we have today. And it is, we do shoot to have effectively something like a multi-tenant model where we will buy a bus off the shelf. The bus is what you can kind of think of as the core piece of the satellite, almost like a motherboard or something where it's providing the power, it has the solar panels, it has some radios attached to it. It handles the attitude control, basically steers the spacecraft in orbit, and then we build also in-house, what we call our payload hub which is, has all, any customer payloads attached and our own kind of Edge processing sort of capabilities built into it. And, so we integrate that, we launch it, and those things because they're in lower Earth orbit, they're orbiting the earth every 90 minutes. That's, seven kilometers per second which is several times faster than a speeding bullet. So we have one of the unique challenges of operating spacecraft in lower Earth orbit is that generally you can't talk to them all the time. So, we're managing these things through very brief windows of time, where we get to talk to them through our ground sites, either in Antarctica or in the North pole region. >> Talk more about how you use InfluxDB to make sense of this data through all this tech that you're launching into space. >> We basically, previously we started off when I joined the company, storing all of that as Angelo did in a regular relational database. And we found that it was so slow and the size of our data would balloon over the course of a couple days to the point where we weren't able to even store all of the data that we were getting. So we migrated to InfluxDB to store our time series telemetry from the spacecraft. So, that's things like power level, voltage, currents, counts, whatever metadata we need to monitor about the spacecraft, we now store that in InfluxDB. And that has, now we can actually easily store the entire volume of data for the mission life so far without having to worry about the size bloating to an unmanageable amount, and we can also seamlessly query large chunks of data. Like if I need to see, you know, for example, as an operator, I might want to see how my battery state of charge is evolving over the course of the year, I can have, plot in an Influx that loads that in a fraction of a second for a year's worth of data because it does, intelligent, it can intelligently group the data by assigning time interval. So, it's been extremely powerful for us to access the data. And, as time has gone on, we've gradually migrated more and more of our operating data into Influx. >> Yeah. Let's talk a little bit about, we throw this term around a lot of, you know, data driven, a lot of companies say, "Oh yes, we're data driven." But you guys really are, I mean, you got data at the core. Caleb, what does that mean to you? >> Yeah, so, you know, I think the, and the clearest example of when I saw this be like totally game changing is what I mentioned before at Astra where our engineer's feedback loop went from a lot of kind of slow researching, digging into the data to like an instant, instantaneous almost, seeing the data, making decisions based on it immediately rather than having to wait for some processing. And that's something that I've also seen echoed in my current role. But to give another practical example, as I said, we have a huge amount of data that comes down every orbit and we need to be able to ingest all of that data almost instantaneously and provide it to the operator in near real time, about a second worth of latency is all that's acceptable for us to react to see what is coming down from the spacecraft. And building that pipeline is challenging from a software engineering standpoint. My primary language is Python which isn't necessarily that fast. So what we've done is started, and the goal of being data-driven is publish metrics on individual, how individual pieces of our data processing pipeline are performing into Influx as well. And we do that in production as well as in dev. So we have kind of a production monitoring flow. And what that has done is allow us to make intelligent decisions on our software development roadmap where it makes the most sense for us to focus our development efforts in terms of improving our software efficiency, just because we have that visibility into where the real problems are. And sometimes we've found ourselves before we started doing this, kind of chasing rabbits that weren't necessarily the real root cause of issues that we were seeing. But now that we're being a bit more data driven there, we are being much more effective in where we're spending our resources and our time, which is especially critical to us as we scale from supporting a couple of satellites to supporting many, many satellites at once. >> Yeah, of course is how you reduced those dead ends. Maybe Angelo you could talk about what sort of data-driven means to you and your teams. >> I would say that, having real time visibility to the telemetry data and metrics is crucial for us. We need to make sure that the images that we collect with the telescope have good quality, and, that they are within the specifications to meet our science goals. And so if they are not, we want to know that as soon as possible and then start fixing problems. >> Caleb, what are your sort of event, you know, intervals like? >> So I would say that, as of today on the spacecraft, the event, the level of timing that we deal with probably tops out at about 20 Hertz, 20 measurements per second on things like our gyroscopes. But, the, I think the core point here of the ability to have high precision data is extremely important for these kinds of scientific applications and I'll give an example from when I worked at, on the rockets at Astra. There, our baseline data rate that we would ingest data during a test is 500 Hertz. So 500 samples per second, and in some cases we would actually need to ingest much higher rate data, even up to like 1.5 kilohertz, so extremely, extremely high precision data there where timing really matters a lot. And, you know, I can, one of the really powerful things about Influx is the fact that it can handle this. That's one of the reasons we chose it, because, there's, times when we're looking at the results of a firing where you're zooming in, you know, I talked earlier about how on my current job we often zoom out to look at a year's worth of data. You're zooming in to where your screen is preoccupied by a tiny fraction of a second, and you need to see same thing as Angelo just said, not just the actual telemetry, which is coming in at a high rate, but the events that are coming out of our controllers, so that can be something like, "Hey, I opened this valve at exactly this time," and that goes, we want to have that at, micro, or even nanosecond precision so that we know, okay, we saw a spike in chamber pressure at this exact moment, was that before or after this valve opened? That kind of visibility is critical in these kind of scientific applications, and absolutely game changing to be able to see that in near real time, and with, a really easy way for engineers to be able to visualize this data themselves without having to wait for us software engineers to go build it for them. >> Can the scientists do self-serve or do you have to design and build all the analytics and queries for your scientists? >> Well, I think that's absolutely, from my perspective that's absolutely one of the best things about Influx and what I've seen be game changing is that, generally I'd say anyone can learn to use Influx. And honestly, most of our users might not even know they're using Influx, because, the interface that we expose to them is Grafana, which is a generic graphing, open source graphing library that is very similar to Influx zone Chronograf. >> Sure. >> And what it does is, it provides this almost, it's a very intuitive UI for building your queries. So, you choose a measurement and it shows a dropdown of available measurements. And then you choose the particular fields you want to look at, and again, that's a dropdown. So, it's really easy for our users to discover and there's kind of point and click options for doing math, aggregations. You can even do like perfect kind of predictions all within Grafana, the Grafana user interface, which is really just a wrapper around the APIs and functionality that Influx provides. >> Putting data in the hands of those who have the context, the domain experts is key. Angelo, is it the same situation for you, is it self-serve? >> Yeah, correct. As I mentioned before, we have the astronomers making their own dashboards because they know what exactly what they need to visualize. >> Yeah, I mean, it's all about using the right tool for the job. I think for us, when I joined the company we weren't using InfluxDB and we were dealing with serious issues of the database growing to an incredible size extremely quickly, and being unable to like even querying short periods of data was taking on the order of seconds, which is just not possible for operations. >> Guys, this has been really formative, it's pretty exciting to see how the edge, is mountaintops, lower Earth orbits, I mean space is the ultimate edge, isn't it? I wonder if you could answer two questions to wrap here. You know, what comes next for you guys? And is there something that you're really excited about that you're working on? Caleb maybe you could go first and then Angelo you can bring us home. >> Basically what's next for Loft Orbital is more satellites, a greater push towards infrastructure, and really making, our mission is to make space simple for our customers and for everyone. And we're scaling the company like crazy now, making that happen. It's extremely exciting, an extremely exciting time to be in this company and to be in this industry as a whole. Because there are so many interesting applications out there, so many cool ways of leveraging space that people are taking advantage of, and with companies like SpaceX and the, now rapidly lowering cost of launch it's just a really exciting place to be in. We're launching more satellites, we are scaling up for some constellations, and our ground system has to be improved to match. So, there's a lot of improvements that we're working on to really scale up our control software to be best in class and make it capable of handling such a large workload, so. >> Are you guys hiring? >> We are absolutely hiring, so I would, we have positions all over the company, so, we need software engineers, we need people who do more aerospace specific stuff. So absolutely, I'd encourage anyone to check out the Loft Orbital website, if this is at all interesting. >> All right, Angelo, bring us home. >> Yeah. So what's next for us is really getting this telescope working and collecting data. And when that's happened is going to be just a deluge of data coming out of this camera and handling all that data is going to be really challenging. Yeah, I want to be here for that, I'm looking forward. Like for next year we have like an important milestone, which is our commissioning camera, which is a simplified version of the full camera, it's going to be on sky, and so yeah, most of the system has to be working by then. >> Nice. All right guys, with that we're going to end it. Thank you so much, really fascinating, and thanks to InfluxDB for making this possible, really groundbreaking stuff, enabling value creation at the Edge, in the cloud, and of course, beyond at the space. So, really transformational work that you guys are doing, so congratulations and really appreciate the broader community. I can't wait to see what comes next from having this entire ecosystem. Now, in a moment, I'll be back to wrap up. This is Dave Vellante, and you're watching theCUBE, the leader in high tech enterprise coverage. >> Welcome. Telegraf is a popular open source data collection agent. Telegraf collects data from hundreds of systems like IoT sensors, cloud deployments, and enterprise applications. It's used by everyone from individual developers and hobbyists, to large corporate teams. The Telegraf project has a very welcoming and active Open Source community. Learn how to get involved by visiting the Telegraf GitHub page. Whether you want to contribute code, improve documentation, participate in testing, or just show what you're doing with Telegraf. We'd love to hear what you're building. >> Thanks for watching Moving the World with InfluxDB, made possible by Influx Data. I hope you learned some things and are inspired to look deeper into where time series databases might fit into your environment. If you're dealing with large and or fast data volumes, and you want to scale cost effectively with the highest performance, and you're analyzing metrics and data over time, times series databases just might be a great fit for you. Try InfluxDB out. You can start with a free cloud account by clicking on the link in the resources below. Remember, all these recordings are going to be available on demand of thecube.net and influxdata.com, so check those out. And poke around Influx Data. They are the folks behind InfluxDB, and one of the leaders in the space. We hope you enjoyed the program, this is Dave Vellante for theCUBE, we'll see you soon. (upbeat music)

Published Date : May 18 2022

SUMMARY :

and what you guys do of the kind of customer that we can serve. So amazing Caleb, what you guys do. of the different space startups the Rubin Observatory. Rubin is a state of the art observatory and then you went out to the Dark Energy Survey and you both use InfluxDB and is kind of the super in the example that Caleb just gave, the software that we that it's going to be the first and the camera, that the system needs to keep up, let's bring you back in. is that generally you can't to make sense of this data all of the data that we were getting. But you guys really are, I digging into the data to like an instant, means to you and your teams. the images that we collect of the ability to have high precision data because, the interface that and functionality that Influx provides. Angelo, is it the same situation for you, we have the astronomers and we were dealing with and then Angelo you can bring us home. and to be in this industry as a whole. out the Loft Orbital website, most of the system has and of course, beyond at the space. and hobbyists, to large corporate teams. and one of the leaders in the space.

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The Future Is Built On InFluxDB


 

>>Time series data is any data that's stamped in time in some way that could be every second, every minute, every five minutes, every hour, every nanosecond, whatever it might be. And typically that data comes from sources in the physical world like devices or sensors, temperature, gauges, batteries, any device really, or things in the virtual world could be software, maybe it's software in the cloud or data and containers or microservices or virtual machines. So all of these items, whether in the physical or virtual world, they're generating a lot of time series data. Now time series data has been around for a long time, and there are many examples in our everyday lives. All you gotta do is punch up any stock, ticker and look at its price over time and graphical form. And that's a simple use case that anyone can relate to and you can build timestamps into a traditional relational database. >>You just add a column to capture time and as well, there are examples of log data being dumped into a data store that can be searched and captured and ingested and visualized. Now, the problem with the latter example that I just gave you is that you gotta hunt and Peck and search and extract what you're looking for. And the problem with the former is that traditional general purpose databases they're designed as sort of a Swiss army knife for any workload. And there are a lot of functions that get in the way and make them inefficient for time series analysis, especially at scale. Like when you think about O T and edge scale, where things are happening super fast, ingestion is coming from many different sources and analysis often needs to be done in real time or near real time. And that's where time series databases come in. >>They're purpose built and can much more efficiently support ingesting metrics at scale, and then comparing data points over time, time series databases can write and read at significantly higher speeds and deal with far more data than traditional database methods. And they're more cost effective instead of throwing processing power at the problem. For example, the underlying architecture and algorithms of time series databases can optimize queries and they can reclaim wasted storage space and reuse it. At scale time, series databases are simply a better fit for the job. Welcome to moving the world with influx DB made possible by influx data. My name is Dave Valante and I'll be your host today. Influx data is the company behind InfluxDB. The open source time series database InfluxDB is designed specifically to handle time series data. As I just explained, we have an exciting program for you today, and we're gonna showcase some really interesting use cases. >>First, we'll kick it off in our Palo Alto studios where my colleague, John furrier will interview Evan Kaplan. Who's the CEO of influx data after John and Evan set the table. John's gonna sit down with Brian Gilmore. He's the director of IOT and emerging tech at influx data. And they're gonna dig into where influx data is gaining traction and why adoption is occurring and, and why it's so robust. And they're gonna have tons of examples and double click into the technology. And then we bring it back here to our east coast studios, where I get to talk to two practitioners, doing amazing things in space with satellites and modern telescopes. These use cases will blow your mind. You don't want to miss it. So thanks for being here today. And with that, let's get started. Take it away. Palo Alto. >>Okay. Today we welcome Evan Kaplan, CEO of influx data, the company behind influx DB. Welcome Evan. Thanks for coming on. >>Hey John, thanks for having me >>Great segment here on the influx DB story. What is the story? Take us through the history. Why time series? What's the story >><laugh> so the history history is actually actually pretty interesting. Um, Paul dicks, my partner in this and our founder, um, super passionate about developers and developer experience. And, um, he had worked on wall street building a number of time series kind of platform trading platforms for trading stocks. And from his point of view, it was always what he would call a yak shave, which means you had to do a ton of work just to start doing work, which means you had to write a bunch of extrinsic routines. You had to write a bunch of application handling on existing relational databases in order to come up with something that was optimized for a trading platform or a time series platform. And he sort of, he just developed this real clear point of view is this is not how developers should work. And so in 2013, he went through why Combinator and he built something for, he made his first commit to open source in flu DB at the end of 2013. And, and he basically, you know, from my point of view, he invented modern time series, which is you start with a purpose-built time series platform to do these kind of workloads. And you get all the benefits of having something right outta the box. So a developer can be totally productive right away. >>And how many people in the company what's the history of employees and stuff? >>Yeah, I think we're, I, you know, I always forget the number, but it's something like 230 or 240 people now. Um, the company, I joined the company in 2016 and I love Paul's vision. And I just had a strong conviction about the relationship between time series and IOT. Cuz if you think about it, what sensors do is they speak time, series, pressure, temperature, volume, humidity, light, they're measuring they're instrumenting something over time. And so I thought that would be super relevant over long term and I've not regretted it. >>Oh no. And it's interesting at that time, go back in the history, you know, the role of databases, well, relational database is the one database to rule the world. And then as clouds started coming in, you starting to see more databases, proliferate types of databases and time series in particular is interesting. Cuz real time has become super valuable from an application standpoint, O T which speaks time series means something it's like time matters >>Time. >>Yeah. And sometimes data's not worth it after the time, sometimes it worth it. And then you get the data lake. So you have this whole new evolution. Is this the momentum? What's the momentum, I guess the question is what's the momentum behind >>You mean what's causing us to grow. So >>Yeah, the time series, why is time series >>And the >>Category momentum? What's the bottom line? >>Well, think about it. You think about it from a broad, broad sort of frame, which is where, what everybody's trying to do is build increasingly intelligent systems, whether it's a self-driving car or a robotic system that does what you want to do or a self-healing software system, everybody wants to build increasing intelligent systems. And so in order to build these increasing intelligent systems, you have to instrument the system well, and you have to instrument it over time, better and better. And so you need a tool, a fundamental tool to drive that instrumentation. And that's become clear to everybody that that instrumentation is all based on time. And so what happened, what happened, what happened what's gonna happen? And so you get to these applications like predictive maintenance or smarter systems. And increasingly you want to do that stuff, not just intelligently, but fast in real time. So millisecond response so that when you're driving a self-driving car and the system realizes that you're about to do something, essentially you wanna be able to act in something that looks like real time, all systems want to do that, want to be more intelligent and they want to be more real time. And so we just happen to, you know, we happen to show up at the right time in the evolution of a >>Market. It's interesting near real time. Isn't good enough when you need real time. >><laugh> yeah, it's not, it's not. And it's like, and it's like, everybody wants, even when you don't need it, ironically, you want it. It's like having the feature for, you know, you buy a new television, you want that one feature, even though you're not gonna use it, you decide that your buying criteria real time is a buying criteria >>For, so you, I mean, what you're saying then is near real time is getting closer to real time as possible, as fast as possible. Right. Okay. So talk about the aspect of data, cuz we're hearing a lot of conversations on the cube in particular around how people are implementing and actually getting better. So iterating on data, but you have to know when it happened to get, know how to fix it. So this is a big part of how we're seeing with people saying, Hey, you know, I wanna make my machine learning algorithms better after the fact I wanna learn from the data. Um, how does that, how do you see that evolving? Is that one of the use cases of sensors as people bring data in off the network, getting better with the data knowing when it happened? >>Well, for sure. So, so for sure, what you're saying is, is, is none of this is non-linear, it's all incremental. And so if you take something, you know, just as an easy example, if you take a self-driving car, what you're doing is you're instrumenting that car to understand where it can perform in the real world in real time. And if you do that, if you run the loop, which is I instrumented, I watch what happens, oh, that's wrong? Oh, I have to correct for that. I correct for that in the software. If you do that for a billion times, you get a self-driving car, but every system moves along that evolution. And so you get the dynamic of, you know, of constantly instrumenting watching the system behave and do it. And this and sets up driving car is one thing. But even in the human genome, if you look at some of our customers, you know, people like, you know, people doing solar arrays, people doing power walls, like all of these systems are getting smarter. >>Well, let's get into that. What are the top applications? What are you seeing for your, with in, with influx DB, the time series, what's the sweet spot for the application use case and some customers give some >>Examples. Yeah. So it's, it's pretty easy to understand on one side of the equation that's the physical side is sensors are sensors are getting cheap. Obviously we know that and they're getting the whole physical world is getting instrumented, your home, your car, the factory floor, your wrist, watch your healthcare, you name it. It's getting instrumented in the physical world. We're watching the physical world in real time. And so there are three or four sweet spots for us, but, but they're all on that side. They're all about IOT. So they're think about consumer IOT projects like Google's nest todo, um, particle sensors, um, even delivery engines like rapid who deliver the Instacart of south America, like anywhere there's a physical location do and that's on the consumer side. And then another exciting space is the industrial side factories are changing dramatically over time. Increasingly moving away from proprietary equipment to develop or driven systems that run operational because what, what has to get smarter when you're building, when you're building a factory is systems all have to get smarter. And then, um, lastly, a lot in the renewables sustainability. So a lot, you know, Tesla, lucid, motors, Cola, motors, um, you know, lots to do with electric cars, solar arrays, windmills, arrays, just anything that's gonna get instrumented that where that instrumentation becomes part of what the purpose >>Is. It's interesting. The convergence of physical and digital is happening with the data IOT. You mentioned, you know, you think of IOT, look at the use cases there, it was proprietary OT systems. Now becoming more IP enabled internet protocol and now edge compute, getting smaller, faster, cheaper AI going to the edge. Now you have all kinds of new capabilities that bring that real time and time series opportunity. Are you seeing IOT going to a new level? What was the, what's the IOT where's the IOT dots connecting to because you know, as these two cultures merge yeah. Operations, basically industrial factory car, they gotta get smarter, intelligent edge is a buzzword, but I mean, it has to be more intelligent. Where's the, where's the action in all this. So the >>Action, really, it really at the core, it's at the developer, right? Because you're looking at these things, it's very hard to get an off the shelf system to do the kinds of physical and software interaction. So the actions really happen at the developer. And so what you're seeing is a movement in the world that, that maybe you and I grew up in with it or OT moving increasingly that developer driven capability. And so all of these IOT systems they're bespoke, they don't come out of the box. And so the developer, the architect, the CTO, they define what's my business. What am I trying to do? Am I trying to sequence a human genome and figure out when these genes express theself or am I trying to figure out when the next heart rate monitor's gonna show up on my apple watch, right? What am I trying to do? What's the system I need to build. And so starting with the developers where all of the good stuff happens here, which is different than it used to be, right. Used to be you'd buy an application or a service or a SA thing for, but with this dynamic, with this integration of systems, it's all about bespoke. It's all about building >>Something. So let's get to the developer real quick, real highlight point here is the data. I mean, I could see a developer saying, okay, I need to have an application for the edge IOT edge or car. I mean, we're gonna have, I mean, Tesla's got applications of the car it's right there. I mean, yes, there's the modern application life cycle now. So take us through how this impacts the developer. Does it impact their C I C D pipeline? Is it cloud native? I mean, where does this all, where does this go to? >>Well, so first of all, you're talking about, there was an internal journey that we had to go through as a company, which, which I think is fascinating for anybody who's interested is we went from primarily a monolithic software that was open sourced to building a cloud native platform, which means we had to move from an agile development environment to a C I C D environment. So to a degree that you are moving your service, whether it's, you know, Tesla monitoring your car and updating your power walls, right. Or whether it's a solar company updating the arrays, right. To degree that that service is cloud. Then increasingly remove from an agile development to a C I C D environment, which you're shipping code to production every day. And so it's not just the developers, all the infrastructure to support the developers to run that service and that sort of stuff. I think that's also gonna happen in a big way >>When your customer base that you have now, and as you see, evolving with infl DB, is it that they're gonna be writing more of the application or relying more on others? I mean, obviously there's an open source component here. So when you bring in kind of old way, new way old way was I got a proprietary, a platform running all this O T stuff and I gotta write, here's an application. That's general purpose. Yeah. I have some flexibility, somewhat brittle, maybe not a lot of robustness to it, but it does its job >>A good way to think about this is versus a new way >>Is >>What so yeah, good way to think about this is what, what's the role of the developer slash architect CTO that chain within a large, within an enterprise or a company. And so, um, the way to think about it is I started my career in the aerospace industry <laugh> and so when you look at what Boeing does to assemble a plane, they build very, very few of the parts. Instead, what they do is they assemble, they buy the wings, they buy the engines, they assemble, actually, they don't buy the wings. It's the one thing they buy the, the material for the w they build the wings, cuz there's a lot of tech in the wings and they end up being assemblers smart assemblers of what ends up being a flying airplane, which is pretty big deal even now. And so what, what happens with software people is they have the ability to pull from, you know, the best of the open source world. So they would pull a time series capability from us. Then they would assemble that with, with potentially some ETL logic from somebody else, or they'd assemble it with, um, a Kafka interface to be able to stream the data in. And so they become very good integrators and assemblers, but they become masters of that bespoke application. And I think that's where it goes, cuz you're not writing native code for everything. >>So they're more flexible. They have faster time to market cuz they're assembling way faster and they get to still maintain their core competency. Okay. Their wings in this case, >>They become increasingly not just coders, but designers and developers. They become broadly builders is what we like to think of it. People who start and build stuff by the way, this is not different than the people just up the road Google have been doing for years or the tier one, Amazon building all their own. >>Well, I think one of the things that's interesting is is that this idea of a systems developing a system architecture, I mean systems, uh, uh, systems have consequences when you make changes. So when you have now cloud data center on premise and edge working together, how does that work across the system? You can't have a wing that doesn't work with the other wing kind of thing. >>That's exactly. But that's where the that's where the, you know, that that Boeing or that airplane building analogy comes in for us. We've really been thoughtful about that because IOT it's critical. So our open source edge has the same API as our cloud native stuff that has enterprise on pre edge. So our multiple products have the same API and they have a relationship with each other. They can talk with each other. So the builder builds it once. And so this is where, when you start thinking about the components that people have to use to build these services is that you wanna make sure, at least that base layer, that database layer, that those components talk to each other. >>So I'll have to ask you if I'm the customer. I put my customer hat on. Okay. Hey, I'm dealing with a lot. >>That mean you have a PO for <laugh> >>A big check. I blank check. If you can answer this question only if the tech, if, if you get the question right, I got all this important operation stuff. I got my factory, I got my self-driving cars. This isn't like trivial stuff. This is my business. How should I be thinking about time series? Because now I have to make these architectural decisions, as you mentioned, and it's gonna impact my application development. So huge decision point for your customers. What should I care about the most? So what's in it for me. Why is time series >>Important? Yeah, that's a great question. So chances are, if you've got a business that was, you know, 20 years old or 25 years old, you were already thinking about time series. You probably didn't call it that you built something on a Oracle or you built something on IBM's DB two, right. And you made it work within your system. Right? And so that's what you started building. So it's already out there. There are, you know, there are probably hundreds of millions of time series applications out there today. But as you start to think about this increasing need for real time, and you start to think about increasing intelligence, you think about optimizing those systems over time. I hate the word, but digital transformation. Then you start with time series. It's a foundational base layer for any system that you're gonna build. There's no system I can think of where time series, shouldn't be the foundational base layer. If you just wanna store your data and just leave it there and then maybe look it up every five years. That's fine. That's not time. Series time series is when you're building a smarter, more intelligent, more real time system. And the developers now know that. And so the more they play a role in building these systems, the more obvious it becomes. >>And since I have a PO for you and a big check, yeah. What is, what's the value to me as I, when I implement this, what's the end state, what's it look like when it's up and running? What's the value proposition for me. What's an >>So, so when it's up and running, you're able to handle the queries, the writing of the data, the down sampling of the data, they're transforming it in near real time. So that the other dependencies that a system that gets for adjusting a solar array or trading energy off of a power wall or some sort of human genome, those systems work better. So time series is foundational. It's not like it's, you know, it's not like it's doing every action that's above, but it's foundational to build a really compelling, intelligent system. I think that's what developers and archs are seeing now. >>Bottom line, final word. What's in it for the customer. What's what, what's your, um, what's your statement to the customer? What would you say to someone looking to do something in time series on edge? >>Yeah. So, so it's pretty clear to clear to us that if you're building, if you view yourself as being in the build business of building systems that you want 'em to be increasingly intelligent, self-healing autonomous. You want 'em to operate in real time that you start from time series. But I also wanna say what's in it for us influx what's in it for us is people are doing some amazing stuff. You know, I highlighted some of the energy stuff, some of the human genome, some of the healthcare it's hard not to be proud or feel like, wow. Yeah. Somehow I've been lucky. I've arrived at the right time, in the right place with the right people to be able to deliver on that. That's that's also exciting on our side of the equation. >>Yeah. It's critical infrastructure, critical, critical operations. >>Yeah. >>Yeah. Great stuff, Evan. Thanks for coming on. Appreciate this segment. All right. In a moment, Brian Gilmore director of IOT and emerging technology that influx day will join me. You're watching the cube leader in tech coverage. Thanks for watching >>Time series data from sensors systems and applications is a key source in driving automation and prediction in technologies around the world. But managing the massive amount of timestamp data generated these days is overwhelming, especially at scale. That's why influx data developed influx DB, a time series data platform that collects stores and analyzes data influx DB empowers developers to extract valuable insights and turn them into action by building transformative IOT analytics and cloud native applications, purpose built and optimized to handle the scale and velocity of timestamped data. InfluxDB puts the power in your hands with developer tools that make it easy to get started quickly with less code InfluxDB is more than a database. It's a robust developer platform with integrated tooling. That's written in the languages you love. So you can innovate faster, run in flex DB anywhere you want by choosing the provider and region that best fits your needs across AWS, Microsoft Azure and Google cloud flex DB is fast and automatically scalable. So you can spend time delivering value to customers, not managing clusters, take control of your time series data. So you can focus on the features and functionalities that give your applications a competitive edge. Get started for free with influx DB, visit influx data.com/cloud to learn more. >>Okay. Now we're joined by Brian Gilmore director of IOT and emerging technologies at influx data. Welcome to the show. >>Thank you, John. Great to be here. >>We just spent some time with Evan going through the company and the value proposition, um, with influx DV, what's the momentum, where do you see this coming from? What's the value coming out of this? >>Well, I think it, we're sort of hitting a point where the technology is, is like the adoption of it is becoming mainstream. We're seeing it in all sorts of organizations, everybody from like the most well funded sort of advanced big technology companies to the smaller academics, the startups and the managing of that sort of data that emits from that technology is time series and us being able to give them a, a platform, a tool that's super easy to use, easy to start. And then of course will grow with them is, is been key to us. Sort of, you know, riding along with them is they're successful. >>Evan was mentioning that time series has been on everyone's radar and that's in the OT business for years. Now, you go back since 20 13, 14, even like five years ago that convergence of physical and digital coming together, IP enabled edge. Yeah. Edge has always been kind of hyped up, but why now? Why, why is the edge so hot right now from an adoption standpoint? Is it because it's just evolution, the tech getting better? >>I think it's, it's, it's twofold. I think that, you know, there was, I would think for some people, everybody was so focused on cloud over the last probably 10 years. Mm-hmm <affirmative> that they forgot about the compute that was available at the edge. And I think, you know, those, especially in the OT and on the factory floor who weren't able to take Avan full advantage of cloud through their applications, you know, still needed to be able to leverage that compute at the edge. I think the big thing that we're seeing now, which is interesting is, is that there's like a hybrid nature to all of these applications where there's definitely some data that's generated on the edge. There's definitely done some data that's generated in the cloud. And it's the ability for a developer to sort of like tie those two systems together and work with that data in a very unified uniform way. Um, that's giving them the opportunity to build solutions that, you know, really deliver value to whatever it is they're trying to do, whether it's, you know, the, the out reaches of outer space or whether it's optimizing the factory floor. >>Yeah. I think, I think one of the things you also mentions genome too, dig big data is coming to the real world. And I think I, OT has been kind of like this thing for OT and, and in some use case, but now with the, with the cloud, all companies have an edge strategy now. So yeah, what's the secret sauce because now this is hot, hot product for the whole world and not just industrial, but all businesses. What's the secret sauce. >>Well, I mean, I think part of it is just that the technology is becoming more capable and that's especially on the hardware side, right? I mean, like technology compute is getting smaller and smaller and smaller. And we find that by supporting all the way down to the edge, even to the micro controller layer with our, um, you know, our client libraries and then working hard to make our applications, especially the database as small as possible so that it can be located as close to sort of the point of origin of that data in the edge as possible is, is, is fantastic. Now you can take that. You can run that locally. You can do your local decision making. You can use influx DB as sort of an input to automation control the autonomy that people are trying to drive at the edge. But when you link it up with everything that's in the cloud, that's when you get all of the sort of cloud scale capabilities of parallelized, AI and machine learning and all of that. >>So what's interesting is the open source success has been something that we've talked about a lot in the cube about how people are leveraging that you guys have users in the enterprise users that IOT market mm-hmm <affirmative>, but you got developers now. Yeah. Kind of together brought that up. How do you see that emerging? How do developers engage? What are some of the things you're seeing that developers are really getting into with InfluxDB >>What's? Yeah. Well, I mean, I think there are the developers who are building companies, right? And these are the startups and the folks that we love to work with who are building new, you know, new services, new products, things like that. And, you know, especially on the consumer side of IOT, there's a lot of that, just those developers. But I think we, you gotta pay attention to those enterprise developers as well, right? There are tons of people with the, the title of engineer in, in your regular enterprise organizations. And they're there for systems integration. They're there for, you know, looking at what they would build versus what they would buy. And a lot of them come from, you know, a strong, open source background and they, they know the communities, they know the top platforms in those spaces and, and, you know, they're excited to be able to adopt and use, you know, to optimize inside the business as compared to just building a brand new one. >>You know, it's interesting too, when Evan and I were talking about open source versus closed OT systems, mm-hmm <affirmative> so how do you support the backwards compatibility of older systems while maintaining open dozens of data formats out there? Bunch of standards, protocols, new things are emerging. Everyone wants to have a control plane. Everyone wants to leverage the value of data. How do you guys keep track of it all? What do you guys support? >>Yeah, well, I mean, I think either through direct connection, like we have a product called Telegraph, it's unbelievable. It's open source, it's an edge agent. You can run it as close to the edge as you'd like, it speaks dozens of different protocols in its own, right? A couple of which MQTT B, C U a are very, very, um, applicable to these T use cases. But then we also, because we are sort of not only open source, but open in terms of our ability to collect data, we have a lot of partners who have built really great integrations from their own middleware, into influx DB. These are companies like ke wear and high bite who are really experts in those downstream industrial protocols. I mean, that's a business, not everybody wants to be in. It requires some very specialized, very hard work and a lot of support, um, you know, and so by making those connections and building those ecosystems, we get the best of both worlds. The customers can use the platforms they need up to the point where they would be putting into our database. >>What's some of customer testimonies that they, that share with you. Can you share some anecdotal kind of like, wow, that's the best thing I've ever used. This really changed my business, or this is a great tech that's helped me in these other areas. What are some of the, um, soundbites you hear from customers when they're successful? >>Yeah. I mean, I think it ranges. You've got customers who are, you know, just finally being able to do the monitoring of assets, you know, sort of at the edge in the field, we have a customer who's who's has these tunnel boring machines that go deep into the earth to like drill tunnels for, for, you know, cars and, and, you know, trains and things like that. You know, they are just excited to be able to stick a database onto those tunnel, boring machines, send them into the depths of the earth and know that when they come out, all of that telemetry at a very high frequency has been like safely stored. And then it can just very quickly and instantly connect up to their, you know, centralized database. So like just having that visibility is brand new to them. And that's super important. On the other hand, we have customers who are way far beyond the monitoring use case, where they're actually using the historical records in the time series database to, um, like I think Evan mentioned like forecast things. So for predictive maintenance, being able to pull in the telemetry from the machines, but then also all of that external enrichment data, the metadata, the temperatures, the pressure is who is operating the machine, those types of things, and being able to easily integrate with platforms like Jupyter notebooks or, you know, all of those scientific computing and machine learning libraries to be able to build the models, train the models, and then they can send that information back down to InfluxDB to apply it and detect those anomalies, which >>Are, I think that's gonna be an, an area. I personally think that's a hot area because I think if you look at AI right now, yeah. It's all about training the machine learning albums after the fact. So time series becomes hugely important. Yeah. Cause now you're thinking, okay, the data matters post time. Yeah. First time. And then it gets updated the new time. Yeah. So it's like constant data cleansing data iteration, data programming. We're starting to see this new use case emerge in the data field. >>Yep. Yeah. I mean, I think you agree. Yeah, of course. Yeah. The, the ability to sort of handle those pipelines of data smartly, um, intelligently, and then to be able to do all of the things you need to do with that data in stream, um, before it hits your sort of central repository. And, and we make that really easy for customers like Telegraph, not only does it have sort of the inputs to connect up to all of those protocols and the ability to capture and connect up to the, to the partner data. But also it has a whole bunch of capabilities around being able to process that data, enrich it, reform at it, route it, do whatever you need. So at that point you're basically able to, you're playing your data in exactly the way you would wanna do it. You're routing it to different, you know, destinations and, and it's, it's, it's not something that really has been in the realm of possibility until this point. Yeah. Yeah. >>And when Evan was on it's great. He was a CEO. So he sees the big picture with customers. He was, he kinda put the package together that said, Hey, we got a system. We got customers, people are wanting to leverage our product. What's your PO they're sell. He's selling too as well. So you have that whole CEO perspective, but he brought up this notion that there's multiple personas involved in kind of the influx DB system architect. You got developers and users. Can you talk about that? Reality as customers start to commercialize and operationalize this from a commercial standpoint, you got a relationship to the cloud. Yep. The edge is there. Yep. The edge is getting super important, but cloud brings a lot of scale to the table. So what is the relationship to the cloud? Can you share your thoughts on edge and its relationship to the cloud? >>Yeah. I mean, I think edge, you know, edges, you can think of it really as like the local information, right? So it's, it's generally like compartmentalized to a point of like, you know, a single asset or a single factory align, whatever. Um, but what people do who wanna pro they wanna be able to make the decisions there at the edge locally, um, quickly minus the latency of sort of taking that large volume of data, shipping it to the cloud and doing something with it there. So we allow them to do exactly that. Then what they can do is they can actually downsample that data or they can, you know, detect like the really important metrics or the anomalies. And then they can ship that to a central database in the cloud where they can do all sorts of really interesting things with it. Like you can get that centralized view of all of your global assets. You can start to compare asset to asset, and then you can do those things like we talked about, whereas you can do predictive types of analytics or, you know, larger scale anomaly detections. >>So in this model you have a lot of commercial operations, industrial equipment. Yep. The physical plant, physical business with virtual data cloud all coming together. What's the future for InfluxDB from a tech standpoint. Cause you got open. Yep. There's an ecosystem there. Yep. You have customers who want operational reliability for sure. I mean, so you got organic <laugh> >>Yeah. Yeah. I mean, I think, you know, again, we got iPhones when everybody's waiting for flying cars. Right. So I don't know. We can like absolutely perfectly predict what's coming, but I think there are some givens and I think those givens are gonna be that the world is only gonna become more hybrid. Right. And then, you know, so we are going to have much more widely distributed, you know, situations where you have data being generated in the cloud, you have data gen being generated at the edge and then there's gonna be data generated sort sort of at all points in between like physical locations as well as things that are, that are very virtual. And I think, you know, we are, we're building some technology right now. That's going to allow, um, the concept of a database to be much more fluid and flexible, sort of more aligned with what a file would be like. >>And so being able to move data to the compute for analysis or move the compute to the data for analysis, those are the types of, of solutions that we'll be bringing to the customers sort of over the next little bit. Um, but I also think we have to start thinking about like what happens when the edge is actually off the planet. Right. I mean, we've got customers, you're gonna talk to two of them, uh, in the panel who are actually working with data that comes from like outside the earth, like, you know, either in low earth orbit or you know, all the way sort of on the other side of the universe. Yeah. And, and to be able to process data like that and to do so in a way it's it's we gotta, we gotta build the fundamentals for that right now on the factory floor and in the mines and in the tunnels. Um, so that we'll be ready for that one. >>I think you bring up a good point there because one of the things that's common in the industry right now, people are talking about, this is kind of new thinking is hyper scale's always been built up full stack developers, even the old OT world, Evan was pointing out that they built everything right. And the world's going to more assembly with core competency and IP and also property being the core of their apple. So faster assembly and building, but also integration. You got all this new stuff happening. Yeah. And that's to separate out the data complexity from the app. Yes. So space genome. Yep. Driving cars throws off massive data. >>It >>Does. So is Tesla, uh, is the car the same as the data layer? >>I mean the, yeah, it's, it's certainly a point of origin. I think the thing that we wanna do is we wanna let the developers work on the world, changing problems, the things that they're trying to solve, whether it's, you know, energy or, you know, any of the other health or, you know, other challenges that these teams are, are building against. And we'll worry about that time series data and the underlying data platform so that they don't have to. Right. I mean, I think you talked about it, uh, you know, for them just to be able to adopt the platform quickly, integrate it with their data sources and the other pieces of their applications. It's going to allow them to bring much faster time to market on these products. It's gonna allow them to be more iterative. They're gonna be able to do more sort of testing and things like that. And ultimately it will, it'll accelerate the adoption and the creation of >>Technology. You mentioned earlier in, in our talk about unification of data. Yeah. How about APIs? Cuz developers love APIs in the cloud unifying APIs. How do you view view that? >>Yeah, I mean, we are APIs, that's the product itself. Like everything, people like to think of it as sort of having this nice front end, but the front end is B built on our public APIs. Um, you know, and it, it allows the developer to build all of those hooks for not only data creation, but then data processing, data analytics, and then, you know, sort of data extraction to bring it to other platforms or other applications, microservices, whatever it might be. So, I mean, it is a world of APIs right now and you know, we, we bring a very sort of useful set of them for managing the time series data. These guys are all challenged with. It's >>Interesting. You and I were talking before we came on camera about how, um, data is, feels gonna have this kind of SRE role that DevOps had site reliability engineers, which manages a bunch of servers. There's so much data out there now. Yeah. >>Yeah. It's like reigning data for sure. And I think like that ability to be like one of the best jobs on the planet is gonna be to be able to like, sort of be that data Wrangler to be able to understand like what the data sources are, what the data formats are, how to be able to efficiently move that data from point a to point B and you know, to process it correctly so that the end users of that data aren't doing any of that sort of hard upfront preparation collection storage's >>Work. Yeah. That's data as code. I mean, data engineering is it is becoming a new discipline for sure. And, and the democratization is the benefit. Yeah. To everyone, data science get easier. I mean data science, but they wanna make it easy. Right. <laugh> yeah. They wanna do the analysis, >>Right? Yeah. I mean, I think, you know, it, it's a really good point. I think like we try to give our users as many ways as there could be possible to get data in and get data out. We sort of think about it as meeting them where they are. Right. So like we build, we have the sort of client libraries that allow them to just port to us, you know, directly from the applications and the languages that they're writing, but then they can also pull it out. And at that point nobody's gonna know the users, the end consumers of that data, better than those people who are building those applications. And so they're building these user interfaces, which are making all of that data accessible for, you know, their end users inside their organization. >>Well, Brian, great segment, great insight. Thanks for sharing all, all the complexities and, and IOT that you guys helped take away with the APIs and, and assembly and, and all the system architectures that are changing edge is real cloud is real. Yeah, absolutely. Mainstream enterprises. And you got developer attraction too, so congratulations. >>Yeah. It's >>Great. Well, thank any, any last word you wanna share >>Deal with? No, just, I mean, please, you know, if you're, if you're gonna, if you're gonna check out influx TV, download it, try out the open source contribute if you can. That's a, that's a huge thing. It's part of being the open source community. Um, you know, but definitely just, just use it. I think when once people use it, they try it out. They'll understand very, >>Very quickly. So open source with developers, enterprise and edge coming together all together. You're gonna hear more about that in the next segment, too. Right. Thanks for coming on. Okay. Thanks. When we return, Dave LAN will lead a panel on edge and data influx DB. You're watching the cube, the leader in high tech enterprise coverage. >>Why the startup, we move really fast. We find that in flex DB can move as fast as us. It's just a great group, very collaborative, very interested in manufacturing. And we see a bright future in working with influence. My name is Aaron Seley. I'm the CTO at HBI. Highlight's one of the first companies to focus on manufacturing data and apply the concepts of data ops, treat that as an asset to deliver to the it system, to enable applications like overall equipment effectiveness that can help the factory produce better, smarter, faster time series data. And manufacturing's really important. If you take a piece of equipment, you have the temperature pressure at the moment that you can look at to kind of see the state of what's going on. So without that context and understanding you can't do what manufacturers ultimately want to do, which is predict the future. >>Influx DB represents kind of a new way to storm time series data with some more advanced technology and more importantly, more open technologies. The other thing that influx does really well is once the data's influx, it's very easy to get out, right? They have a modern rest API and other ways to access the data. That would be much more difficult to do integrations with classic historians highlight can serve to model data, aggregate data on the shop floor from a multitude of sources, whether that be P C U a servers, manufacturing execution systems, E R P et cetera, and then push that seamlessly into influx to then be able to run calculations. Manufacturing is changing this industrial 4.0, and what we're seeing is influx being part of that equation. Being used to store data off the unified name space, we recommend InfluxDB all the time to customers that are exploring a new way to share data manufacturing called the unified name space who have open questions around how do I share this new data that's coming through my UNS or my QTT broker? How do I store this and be able to query it over time? And we often point to influx as a solution for that is a great brand. It's a great group of people and it's a great technology. >>Okay. We're now going to go into the customer panel and we'd like to welcome Angelo Fasi. Who's a software engineer at the Vera C Ruben observatory in Caleb McLaughlin whose senior spacecraft operations software engineer at loft orbital guys. Thanks for joining us. You don't wanna miss folks this interview, Caleb, let's start with you. You work for an extremely cool company. You're launching satellites into space. I mean, there, of course doing that is, is highly complex and not a cheap endeavor. Tell us about loft Orbi and what you guys do to attack that problem. >>Yeah, absolutely. And, uh, thanks for having me here by the way. Uh, so loft orbital is a, uh, company. That's a series B startup now, uh, who and our mission basically is to provide, uh, rapid access to space for all kinds of customers. Uh, historically if you want to fly something in space, do something in space, it's extremely expensive. You need to book a launch, build a bus, hire a team to operate it, you know, have a big software teams, uh, and then eventually worry about, you know, a bunch like just a lot of very specialized engineering. And what we're trying to do is change that from a super specialized problem that has an extremely high barrier of access to a infrastructure problem. So that it's almost as simple as, you know, deploying a VM in, uh, AWS or GCP is getting your, uh, programs, your mission deployed on orbit, uh, with access to, you know, different sensors, uh, cameras, radios, stuff like that. >>So that's, that's kind of our mission. And just to give a really brief example of the kind of customer that we can serve. Uh, there's a really cool company called, uh, totem labs who is working on building, uh, IOT cons, an IOT constellation for in of things, basically being able to get telemetry from all over the world. They're the first company to demonstrate indoor T, which means you have this little modem inside a container container that you, that you track from anywhere in the world as it's going across the ocean. Um, so they're, it's really little and they've been able to stay a small startup that's focused on their product, which is the, uh, that super crazy complicated, cool radio while we handle the whole space segment for them, which just, you know, before loft was really impossible. So that's, our mission is, uh, providing space infrastructure as a service. We are kind of groundbreaking in this area and we're serving, you know, a huge variety of customers with all kinds of different missions, um, and obviously generating a ton of data in space, uh, that we've gotta handle. Yeah. >>So amazing Caleb, what you guys do, I, now I know you were lured to the skies very early in your career, but how did you kinda land on this business? >>Yeah, so, you know, I've, I guess just a little bit about me for some people, you know, they don't necessarily know what they wanna do like early in their life. For me, I was five years old and I knew, you know, I want to be in the space industry. So, you know, I started in the air force, but have, uh, stayed in the space industry, my whole career and been a part of, uh, this is the fifth space startup that I've been a part of actually. So, you know, I've, I've, uh, kind of started out in satellites, did spent some time in working in, uh, the launch industry on rockets. Then, uh, now I'm here back in satellites and you know, honestly, this is the most exciting of the difference based startups. That I've been a part of >>Super interesting. Okay. Angelo, let's, let's talk about the Ruben observatory, ver C Ruben, famous woman scientist, you know, galaxy guru. Now you guys the observatory, you're up way up high. You're gonna get a good look at the Southern sky. Now I know COVID slowed you guys down a bit, but no doubt. You continued to code away on the software. I know you're getting close. You gotta be super excited. Give us the update on, on the observatory and your role. >>All right. So yeah, Rubin is a state of the art observatory that, uh, is in construction on a remote mountain in Chile. And, um, with Rubin, we conduct the, uh, large survey of space and time we are going to observe the sky with, uh, eight meter optical telescope and take, uh, a thousand pictures every night with a 3.2 gig up peaks of camera. And we are going to do that for 10 years, which is the duration of the survey. >>Yeah. Amazing project. Now you, you were a doctor of philosophy, so you probably spent some time thinking about what's out there and then you went out to earn a PhD in astronomy, in astrophysics. So this is something that you've been working on for the better part of your career, isn't it? >>Yeah, that's that's right. Uh, about 15 years, um, I studied physics in college, then I, um, got a PhD in astronomy and, uh, I worked for about five years in another project. Um, the dark energy survey before joining rubing in 2015. >>Yeah. Impressive. So it seems like you both, you know, your organizations are looking at space from two different angles. One thing you guys both have in common of course is, is, is software. And you both use InfluxDB as part of your, your data infrastructure. How did you discover influx DB get into it? How do you use the platform? Maybe Caleb, you could start. >>Uh, yeah, absolutely. So the first company that I extensively used, uh, influx DBN was a launch startup called, uh, Astra. And we were in the process of, uh, designing our, you know, our first generation rocket there and testing the engines, pumps, everything that goes into a rocket. Uh, and when I joined the company, our data story was not, uh, very mature. We were collecting a bunch of data in LabVIEW and engineers were taking that over to MATLAB to process it. Um, and at first there, you know, that's the way that a lot of engineers and scientists are used to working. Um, and at first that was, uh, like people weren't entirely sure that that was a, um, that that needed to change, but it's something the nice thing about InfluxDB is that, you know, it's so easy to deploy. So as the, our software engineering team was able to get it deployed and, you know, up and running very quickly and then quickly also backport all of the data that we collected thus far into influx and what, uh, was amazing to see. >>And as kind of the, the super cool moment with influx is, um, when we hooked that up to Grafana Grafana as the visualization platform we used with influx, cuz it works really well with it. Uh, there was like this aha moment of our engineers who are used to this post process kind of method for dealing with their data where they could just almost instantly easily discover data that they hadn't been able to see before and take the manual processes that they would run after a test and just throw those all in influx and have live data as tests were coming. And, you know, I saw them implementing like crazy rocket equation type stuff in influx, and it just was totally game changing for how we tested. >>So Angelo, I was explaining in my open, you know, you could, you could add a column in a traditional RDBMS and do time series, but with the volume of data that you're talking about, and the example of the Caleb just gave you, I mean, you have to have a purpose built time series database, where did you first learn about influx DB? >>Yeah, correct. So I work with the data management team, uh, and my first project was the record metrics that measured the performance of our software, uh, the software that we used to process the data. So I started implementing that in a relational database. Um, but then I realized that in fact, I was dealing with time series data and I should really use a solution built for that. And then I started looking at time series databases and I found influx B. And that was, uh, back in 2018. The another use for influx DB that I'm also interested is the visits database. Um, if you think about the observations we are moving the telescope all the time in pointing to specific directions, uh, in the Skype and taking pictures every 30 seconds. So that itself is a time series. And every point in that time series, uh, we call a visit. So we want to record the metadata about those visits and flex to, uh, that time here is going to be 10 years long, um, with about, uh, 1000 points every night. It's actually not too much data compared to other, other problems. It's, uh, really just a different, uh, time scale. >>The telescope at the Ruben observatory is like pun intended, I guess the star of the show. And I, I believe I read that it's gonna be the first of the next gen telescopes to come online. It's got this massive field of view, like three orders of magnitude times the Hub's widest camera view, which is amazing, right? That's like 40 moons in, in an image amazingly fast as well. What else can you tell us about the telescope? >>Um, this telescope, it has to move really fast and it also has to carry, uh, the primary mirror, which is an eight meter piece of glass. It's very heavy and it has to carry a camera, which has about the size of a small car. And this whole structure weighs about 300 tons for that to work. Uh, the telescope needs to be, uh, very compact and stiff. Uh, and one thing that's amazing about it's design is that the telescope, um, is 300 tons structure. It sits on a tiny film of oil, which has the diameter of, uh, human hair. And that makes an almost zero friction interface. In fact, a few people can move these enormous structure with only their hands. Uh, as you said, uh, another aspect that makes this telescope unique is the optical design. It's a wide field telescope. So each image has, uh, in diameter the size of about seven full moons. And, uh, with that, we can map the entire sky in only, uh, three days. And of course doing operations everything's, uh, controlled by software and it is automatic. Um there's a very complex piece of software, uh, called the scheduler, which is responsible for moving the telescope, um, and the camera, which is, uh, recording 15 terabytes of data every night. >>Hmm. And, and, and Angela, all this data lands in influx DB. Correct. And what are you doing with, with all that data? >>Yeah, actually not. Um, so we are using flex DB to record engineering data and metadata about the observations like telemetry events and commands from the telescope. That's a much smaller data set compared to the images, but it is still challenging because, uh, you, you have some high frequency data, uh, that the system needs to keep up and we need to, to start this data and have it around for the lifetime of the price. Mm, >>Got it. Thank you. Okay, Caleb, let's bring you back in and can tell us more about the, you got these dishwasher size satellites. You're kind of using a multi-tenant model. I think it's genius, but, but tell us about the satellites themselves. >>Yeah, absolutely. So, uh, we have in space, some satellites already that as you said, are like dishwasher, mini fridge kind of size. Um, and we're working on a bunch more that are, you know, a variety of sizes from shoebox to, I guess, a few times larger than what we have today. Uh, and it is, we do shoot to have effectively something like a multi-tenant model where, uh, we will buy a bus off the shelf. The bus is, uh, what you can kind of think of as the core piece of the satellite, almost like a motherboard or something where it's providing the power. It has the solar panels, it has some radios attached to it. Uh, it handles the attitude control, basically steers the spacecraft in orbit. And then we build also in house, what we call our payload hub, which is, has all, any customer payloads attached and our own kind of edge processing sort of capabilities built into it. >>And, uh, so we integrate that. We launch it, uh, and those things, because they're in lower orbit, they're orbiting the earth every 90 minutes. That's, you know, seven kilometers per second, which is several times faster than a speeding bullet. So we've got, we have, uh, one of the unique challenges of operating spacecraft and lower orbit is that generally you can't talk to them all the time. So we're managing these things through very brief windows of time, uh, where we get to talk to them through our ground sites, either in Antarctica or, you know, in the north pole region. >>Talk more about how you use influx DB to make sense of this data through all this tech that you're launching into space. >>We basically previously we started off when I joined the company, storing all of that as Angelo did in a regular relational database. And we found that it was, uh, so slow in the size of our data would balloon over the course of a couple days to the point where we weren't able to even store all of the data that we were getting. Uh, so we migrated to influx DB to store our time series telemetry from the spacecraft. So, you know, that's things like, uh, power level voltage, um, currents counts, whatever, whatever metadata we need to monitor about the spacecraft. We now store that in, uh, in influx DB. Uh, and that has, you know, now we can actually easily store the entire volume of data for the mission life so far without having to worry about, you know, the size bloating to an unmanageable amount. >>And we can also seamlessly query, uh, large chunks of data. Like if I need to see, you know, for example, as an operator, I might wanna see how my, uh, battery state of charge is evolving over the course of the year. I can have a plot and an influx that loads that in a fraction of a second for a year's worth of data, because it does, you know, intelligent, um, I can intelligently group the data by, uh, sliding time interval. Uh, so, you know, it's been extremely powerful for us to access the data and, you know, as time has gone on, we've gradually migrated more and more of our operating data into influx. >>You know, let's, let's talk a little bit, uh, uh, but we throw this term around a lot of, you know, data driven, a lot of companies say, oh, yes, we're data driven, but you guys really are. I mean, you' got data at the core, Caleb, what does that, what does that mean to you? >>Yeah, so, you know, I think the, and the clearest example of when I saw this be like totally game changing is what I mentioned before at Astro where our engineer's feedback loop went from, you know, a lot of kind of slow researching, digging into the data to like an instant instantaneous, almost seeing the data, making decisions based on it immediately, rather than having to wait for some processing. And that's something that I've also seen echoed in my current role. Um, but to give another practical example, uh, as I said, we have a huge amount of data that comes down every orbit, and we need to be able to ingest all of that data almost instantaneously and provide it to the operator. And near real time, you know, about a second worth of latency is all that's acceptable for us to react to, to see what is coming down from the spacecraft and building that pipeline is challenging from a software engineering standpoint. >>Um, our primary language is Python, which isn't necessarily that fast. So what we've done is started, you know, in the, in the goal of being data driven is publish metrics on individual, uh, how individual pieces of our data processing pipeline are performing into influx as well. And we do that in production as well as in dev. Uh, so we have kind of a production monitoring, uh, flow. And what that has done is allow us to make intelligent decisions on our software development roadmap, where it makes the most sense for us to, uh, focus our development efforts in terms of improving our software efficiency. Uh, just because we have that visibility into where the real problems are. Um, it's sometimes we've found ourselves before we started doing this kind of chasing rabbits that weren't necessarily the real root cause of issues that we were seeing. Uh, but now, now that we're being a bit more data driven, there we are being much more effective in where we're spending our resources and our time, which is especially critical to us as we scale to, from supporting a couple satellites, to supporting many, many satellites at >>Once. Yeah. Coach. So you reduced those dead ends, maybe Angela, you could talk about what, what sort of data driven means to, to you and your teams? >>I would say that, um, having, uh, real time visibility, uh, to the telemetry data and, and metrics is, is, is crucial for us. We, we need, we need to make sure that the image that we collect with the telescope, uh, have good quality and, um, that they are within the specifications, uh, to meet our science goals. And so if they are not, uh, we want to know that as soon as possible and then, uh, start fixing problems. >>Caleb, what are your sort of event, you know, intervals like? >>So I would say that, you know, as of today on the spacecraft, the event, the, the level of timing that we deal with probably tops out at about, uh, 20 Hertz, 20 measurements per second on, uh, things like our, uh, gyroscopes, but the, you know, I think the, the core point here of the ability to have high precision data is extremely important for these kinds of scientific applications. And I'll give an example, uh, from when I worked at, on the rocket at Astra there, our baseline data rate that we would ingest data during a test is, uh, 500 Hertz. So 500 samples per second. And in some cases we would actually, uh, need to ingest much higher rate data, even up to like 1.5 kilohertz. So, uh, extremely, extremely high precision, uh, data there where timing really matters a lot. And, uh, you know, I can, one of the really powerful things about influx is the fact that it can handle this. >>That's one of the reasons we chose it, uh, because there's times when we're looking at the results of a firing where you're zooming in, you know, I talked earlier about how on my current job, we often zoom out to look, look at a year's worth of data. You're zooming in to where your screen is preoccupied by a tiny fraction of a second. And you need to see same thing as Angela just said, not just the actual telemetry, which is coming in at a high rate, but the events that are coming out of our controllers. So that can be something like, Hey, I opened this valve at exactly this time and that goes, we wanna have that at, you know, micro or even nanosecond precision so that we know, okay, we saw a spike in chamber pressure at, you know, at this exact moment, was that before or after this valve open, those kind of, uh, that kind of visibility is critical in these kind of scientific, uh, applications and absolutely game changing to be able to see that in, uh, near real time and, uh, with a really easy way for engineers to be able to visualize this data themselves without having to wait for, uh, software engineers to go build it for them. >>Can the scientists do self-serve or are you, do you have to design and build all the analytics and, and queries for your >>Scientists? Well, I think that's, that's absolutely from, from my perspective, that's absolutely one of the best things about influx and what I've seen be game changing is that, uh, generally I'd say anyone can learn to use influx. Um, and honestly, most of our users might not even know they're using influx, um, because what this, the interface that we expose to them is Grafana, which is, um, a generic graphing, uh, open source graphing library that is very similar to influx own chronograph. Sure. And what it does is, uh, let it provides this, uh, almost it's a very intuitive UI for building your queries. So you choose a measurement and it shows a dropdown of available measurements. And then you choose a particular, the particular field you wanna look at. And again, that's a dropdown, so it's really easy for our users to discover. And there's kind of point and click options for doing math aggregations. You can even do like perfect kind of predictions all within Grafana, the Grafana user interface, which is really just a wrapper around the APIs and functionality of the influx provides putting >>Data in the hands of those, you know, who have the context of domain experts is, is key. Angela, is it the same situation for you? Is it self serve? >>Yeah, correct. Uh, as I mentioned before, um, we have the astronomers making their own dashboards because they know what exactly what they, they need to, to visualize. Yeah. I mean, it's all about using the right tool for the job. I think, uh, for us, when I joined the company, we weren't using influx DB and we, we were dealing with serious issues of the database growing to an incredible size extremely quickly, and being unable to like even querying short periods of data was taking on the order of seconds, which is just not possible for operations >>Guys. This has been really formative it's, it's pretty exciting to see how the edge is mountaintops, lower orbits to be space is the ultimate edge. Isn't it. I wonder if you could answer two questions to, to wrap here, you know, what comes next for you guys? Uh, and is there something that you're really excited about that, that you're working on Caleb, maybe you could go first and an Angela, you can bring us home. >>Uh, basically what's next for loft. Orbital is more, more satellites, a greater push towards infrastructure and really making, you know, our mission is to make space simple for our customers and for everyone. And we're scaling the company like crazy now, uh, making that happen, it's extremely exciting and extremely exciting time to be in this company and to be in this industry as a whole, because there are so many interesting applications out there. So many cool ways of leveraging space that, uh, people are taking advantage of. And with, uh, companies like SpaceX and the now rapidly lowering cost, cost of launch, it's just a really exciting place to be. And we're launching more satellites. We are scaling up for some constellations and our ground system has to be improved to match. So there's a lot of, uh, improvements that we're working on to really scale up our control software, to be best in class and, uh, make it capable of handling such a large workload. So >>You guys hiring >><laugh>, we are absolutely hiring. So, uh, I would in we're we need, we have PE positions all over the company. So, uh, we need software engineers. We need people who do more aerospace, specific stuff. So, uh, absolutely. I'd encourage anyone to check out the loft orbital website, if there's, if this is at all interesting. >>All right. Angela, bring us home. >>Yeah. So what's next for us is really, uh, getting this, um, telescope working and collecting data. And when that's happen is going to be just, um, the Lu of data coming out of this camera and handling all, uh, that data is going to be really challenging. Uh, yeah. I wanna wanna be here for that. <laugh> I'm looking forward, uh, like for next year we have like an important milestone, which is our, um, commissioning camera, which is a simplified version of the, of the full camera it's going to be on sky. And so yeah, most of the system has to be working by them. >>Nice. All right, guys, you know, with that, we're gonna end it. Thank you so much, really fascinating, and thanks to influx DB for making this possible, really groundbreaking stuff, enabling value creation at the edge, you know, in the cloud and of course, beyond at the space. So really transformational work that you guys are doing. So congratulations and really appreciate the broader community. I can't wait to see what comes next from having this entire ecosystem. Now, in a moment, I'll be back to wrap up. This is Dave ante, and you're watching the cube, the leader in high tech enterprise coverage. >>Welcome Telegraph is a popular open source data collection. Agent Telegraph collects data from hundreds of systems like IOT sensors, cloud deployments, and enterprise applications. It's used by everyone from individual developers and hobbyists to large corporate teams. The Telegraph project has a very welcoming and active open source community. Learn how to get involved by visiting the Telegraph GitHub page, whether you want to contribute code, improve documentation, participate in testing, or just show what you're doing with Telegraph. We'd love to hear what you're building. >>Thanks for watching. Moving the world with influx DB made possible by influx data. I hope you learn some things and are inspired to look deeper into where time series databases might fit into your environment. If you're dealing with large and or fast data volumes, and you wanna scale cost effectively with the highest performance and you're analyzing metrics and data over time times, series databases just might be a great fit for you. Try InfluxDB out. You can start with a free cloud account by clicking on the link and the resources below. Remember all these recordings are gonna be available on demand of the cube.net and influx data.com. So check those out and poke around influx data. They are the folks behind InfluxDB and one of the leaders in the space, we hope you enjoyed the program. This is Dave Valante for the cube. We'll see you soon.

Published Date : May 12 2022

SUMMARY :

case that anyone can relate to and you can build timestamps into Now, the problem with the latter example that I just gave you is that you gotta hunt As I just explained, we have an exciting program for you today, and we're And then we bring it back here Thanks for coming on. What is the story? And, and he basically, you know, from my point of view, he invented modern time series, Yeah, I think we're, I, you know, I always forget the number, but it's something like 230 or 240 people relational database is the one database to rule the world. And then you get the data lake. So And so you get to these applications Isn't good enough when you need real time. It's like having the feature for, you know, you buy a new television, So this is a big part of how we're seeing with people saying, Hey, you know, And so you get the dynamic of, you know, of constantly instrumenting watching the What are you seeing for your, with in, with influx DB, So a lot, you know, Tesla, lucid, motors, Cola, You mentioned, you know, you think of IOT, look at the use cases there, it was proprietary And so the developer, So let's get to the developer real quick, real highlight point here is the data. So to a degree that you are moving your service, So when you bring in kind of old way, new way old way was you know, the best of the open source world. They have faster time to market cuz they're assembling way faster and they get to still is what we like to think of it. I mean systems, uh, uh, systems have consequences when you make changes. But that's where the that's where the, you know, that that Boeing or that airplane building analogy comes in So I'll have to ask you if I'm the customer. Because now I have to make these architectural decisions, as you mentioned, And so that's what you started building. And since I have a PO for you and a big check, yeah. It's not like it's, you know, it's not like it's doing every action that's above, but it's foundational to build What would you say to someone looking to do something in time series on edge? in the build business of building systems that you want 'em to be increasingly intelligent, Brian Gilmore director of IOT and emerging technology that influx day will join me. So you can focus on the Welcome to the show. Sort of, you know, riding along with them is they're successful. Now, you go back since 20 13, 14, even like five years ago that convergence of physical And I think, you know, those, especially in the OT and on the factory floor who weren't able And I think I, OT has been kind of like this thing for OT and, you know, our client libraries and then working hard to make our applications, leveraging that you guys have users in the enterprise users that IOT market mm-hmm <affirmative>, they're excited to be able to adopt and use, you know, to optimize inside the business as compared to just building mm-hmm <affirmative> so how do you support the backwards compatibility of older systems while maintaining open dozens very hard work and a lot of support, um, you know, and so by making those connections and building those ecosystems, What are some of the, um, soundbites you hear from customers when they're successful? machines that go deep into the earth to like drill tunnels for, for, you know, I personally think that's a hot area because I think if you look at AI right all of the things you need to do with that data in stream, um, before it hits your sort of central repository. So you have that whole CEO perspective, but he brought up this notion that You can start to compare asset to asset, and then you can do those things like we talked about, So in this model you have a lot of commercial operations, industrial equipment. And I think, you know, we are, we're building some technology right now. like, you know, either in low earth orbit or you know, all the way sort of on the other side of the universe. I think you bring up a good point there because one of the things that's common in the industry right now, people are talking about, I mean, I think you talked about it, uh, you know, for them just to be able to adopt the platform How do you view view that? Um, you know, and it, it allows the developer to build all of those hooks for not only data creation, There's so much data out there now. that data from point a to point B and you know, to process it correctly so that the end And, and the democratization is the benefit. allow them to just port to us, you know, directly from the applications and the languages Thanks for sharing all, all the complexities and, and IOT that you Well, thank any, any last word you wanna share No, just, I mean, please, you know, if you're, if you're gonna, if you're gonna check out influx TV, You're gonna hear more about that in the next segment, too. the moment that you can look at to kind of see the state of what's going on. And we often point to influx as a solution Tell us about loft Orbi and what you guys do to attack that problem. So that it's almost as simple as, you know, We are kind of groundbreaking in this area and we're serving, you know, a huge variety of customers and I knew, you know, I want to be in the space industry. famous woman scientist, you know, galaxy guru. And we are going to do that for 10 so you probably spent some time thinking about what's out there and then you went out to earn a PhD in astronomy, Um, the dark energy survey So it seems like you both, you know, your organizations are looking at space from two different angles. something the nice thing about InfluxDB is that, you know, it's so easy to deploy. And, you know, I saw them implementing like crazy rocket equation type stuff in influx, and it Um, if you think about the observations we are moving the telescope all the And I, I believe I read that it's gonna be the first of the next Uh, the telescope needs to be, And what are you doing with, compared to the images, but it is still challenging because, uh, you, you have some Okay, Caleb, let's bring you back in and can tell us more about the, you got these dishwasher and we're working on a bunch more that are, you know, a variety of sizes from shoebox sites, either in Antarctica or, you know, in the north pole region. Talk more about how you use influx DB to make sense of this data through all this tech that you're launching of data for the mission life so far without having to worry about, you know, the size bloating to an Like if I need to see, you know, for example, as an operator, I might wanna see how my, You know, let's, let's talk a little bit, uh, uh, but we throw this term around a lot of, you know, data driven, And near real time, you know, about a second worth of latency is all that's acceptable for us to react you know, in the, in the goal of being data driven is publish metrics on individual, So you reduced those dead ends, maybe Angela, you could talk about what, what sort of data driven means And so if they are not, So I would say that, you know, as of today on the spacecraft, the event, so that we know, okay, we saw a spike in chamber pressure at, you know, at this exact moment, the particular field you wanna look at. Data in the hands of those, you know, who have the context of domain experts is, issues of the database growing to an incredible size extremely quickly, and being two questions to, to wrap here, you know, what comes next for you guys? a greater push towards infrastructure and really making, you know, So, uh, we need software engineers. Angela, bring us home. And so yeah, most of the system has to be working by them. at the edge, you know, in the cloud and of course, beyond at the space. involved by visiting the Telegraph GitHub page, whether you want to contribute code, and one of the leaders in the space, we hope you enjoyed the program.

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Analyst Predictions 2022: The Future of Data Management


 

[Music] in the 2010s organizations became keenly aware that data would become the key ingredient in driving competitive advantage differentiation and growth but to this day putting data to work remains a difficult challenge for many if not most organizations now as the cloud matures it has become a game changer for data practitioners by making cheap storage and massive processing power readily accessible we've also seen better tooling in the form of data workflows streaming machine intelligence ai developer tools security observability automation new databases and the like these innovations they accelerate data proficiency but at the same time they had complexity for practitioners data lakes data hubs data warehouses data marts data fabrics data meshes data catalogs data oceans are forming they're evolving and exploding onto the scene so in an effort to bring perspective to the sea of optionality we've brought together the brightest minds in the data analyst community to discuss how data management is morphing and what practitioners should expect in 2022 and beyond hello everyone my name is dave vellante with the cube and i'd like to welcome you to a special cube presentation analyst predictions 2022 the future of data management we've gathered six of the best analysts in data and data management who are going to present and discuss their top predictions and trends for 2022 in the first half of this decade let me introduce our six power panelists sanjeev mohan is former gartner analyst and principal at sanjamo tony bear is principal at db insight carl olufsen is well-known research vice president with idc dave meninger is senior vice president and research director at ventana research brad shimon chief analyst at ai platforms analytics and data management at omnia and doug henschen vice president and principal analyst at constellation research gentlemen welcome to the program and thanks for coming on thecube today great to be here thank you all right here's the format we're going to use i as moderator are going to call on each analyst separately who then will deliver their prediction or mega trend and then in the interest of time management and pace two analysts will have the opportunity to comment if we have more time we'll elongate it but let's get started right away sanjeev mohan please kick it off you want to talk about governance go ahead sir thank you dave i i believe that data governance which we've been talking about for many years is now not only going to be mainstream it's going to be table stakes and all the things that you mentioned you know with data oceans data lakes lake houses data fabric meshes the common glue is metadata if we don't understand what data we have and we are governing it there is no way we can manage it so we saw informatica when public last year after a hiatus of six years i've i'm predicting that this year we see some more companies go public uh my bet is on colibra most likely and maybe alation we'll see go public this year we we i'm also predicting that the scope of data governance is going to expand beyond just data it's not just data and reports we are going to see more transformations like spark jaws python even airflow we're going to see more of streaming data so from kafka schema registry for example we will see ai models become part of this whole governance suite so the governance suite is going to be very comprehensive very detailed lineage impact analysis and then even expand into data quality we already seen that happen with some of the tools where they are buying these smaller companies and bringing in data quality monitoring and integrating it with metadata management data catalogs also data access governance so these so what we are going to see is that once the data governance platforms become the key entry point into these modern architectures i'm predicting that the usage the number of users of a data catalog is going to exceed that of a bi tool that will take time and we already seen that that trajectory right now if you look at bi tools i would say there are 100 users to a bi tool to one data catalog and i i see that evening out over a period of time and at some point data catalogs will really become you know the main way for us to access data data catalog will help us visualize data but if we want to do more in-depth analysis it'll be the jumping-off point into the bi tool the data science tool and and that is that is the journey i see for the data governance products excellent thank you some comments maybe maybe doug a lot a lot of things to weigh in on there maybe you could comment yeah sanjeev i think you're spot on a lot of the trends uh the one disagreement i think it's it's really still far from mainstream as you say we've been talking about this for years it's like god motherhood apple pie everyone agrees it's important but too few organizations are really practicing good governance because it's hard and because the incentives have been lacking i think one thing that deserves uh mention in this context is uh esg mandates and guidelines these are environmental social and governance regs and guidelines we've seen the environmental rags and guidelines imposed in industries particularly the carbon intensive industries we've seen the social mandates particularly diversity imposed on suppliers by companies that are leading on this topic we've seen governance guidelines now being imposed by banks and investors so these esgs are presenting new carrots and sticks and it's going to demand more solid data it's going to demand more detailed reporting and solid reporting tighter governance but we're still far from mainstream adoption we have a lot of uh you know best of breed niche players in the space i think the signs that it's going to be more mainstream are starting with things like azure purview google dataplex the big cloud platform uh players seem to be uh upping the ante and and addressing starting to address governance excellent thank you doug brad i wonder if you could chime in as well yeah i would love to be a believer in data catalogs um but uh to doug's point i think that it's going to take some more pressure for for that to happen i recall metadata being something every enterprise thought they were going to get under control when we were working on service oriented architecture back in the 90s and that didn't happen quite the way we we anticipated and and uh to sanjeev's point it's because it is really complex and really difficult to do my hope is that you know we won't sort of uh how do we put this fade out into this nebulous nebula of uh domain catalogs that are specific to individual use cases like purview for getting data quality right or like data governance and cyber security and instead we have some tooling that can actually be adaptive to gather metadata to create something i know is important to you sanjeev and that is this idea of observability if you can get enough metadata without moving your data around but understanding the entirety of a system that's running on this data you can do a lot to help with with the governance that doug is talking about so so i just want to add that you know data governance like many other initiatives did not succeed even ai went into an ai window but that's a different topic but a lot of these things did not succeed because to your point the incentives were not there i i remember when starbucks oxley had come into the scene if if a bank did not do service obviously they were very happy to a million dollar fine that was like you know pocket change for them instead of doing the right thing but i think the stakes are much higher now with gdpr uh the floodgates open now you know california you know has ccpa but even ccpa is being outdated with cpra which is much more gdpr like so we are very rapidly entering a space where every pretty much every major country in the world is coming up with its own uh compliance regulatory requirements data residence is becoming really important and and i i think we are going to reach a stage where uh it won't be optional anymore so whether we like it or not and i think the reason data catalogs were not successful in the past is because we did not have the right focus on adoption we were focused on features and these features were disconnected very hard for business to stop these are built by it people for it departments to to take a look at technical metadata not business metadata today the tables have turned cdo's are driving this uh initiative uh regulatory compliances are beating down hard so i think the time might be right yeah so guys we have to move on here and uh but there's some some real meat on the bone here sanjeev i like the fact that you late you called out calibra and alation so we can look back a year from now and say okay he made the call he stuck it and then the ratio of bi tools the data catalogs that's another sort of measurement that we can we can take even though some skepticism there that's something that we can watch and i wonder if someday if we'll have more metadata than data but i want to move to tony baer you want to talk about data mesh and speaking you know coming off of governance i mean wow you know the whole concept of data mesh is decentralized data and then governance becomes you know a nightmare there but take it away tony we'll put it this way um data mesh you know the the idea at least is proposed by thoughtworks um you know basically was unleashed a couple years ago and the press has been almost uniformly almost uncritical um a good reason for that is for all the problems that basically that sanjeev and doug and brad were just you know we're just speaking about which is that we have all this data out there and we don't know what to do about it um now that's not a new problem that was a problem we had enterprise data warehouses it was a problem when we had our hadoop data clusters it's even more of a problem now the data's out in the cloud where the data is not only your data like is not only s3 it's all over the place and it's also including streaming which i know we'll be talking about later so the data mesh was a response to that the idea of that we need to debate you know who are the folks that really know best about governance is the domain experts so it was basically data mesh was an architectural pattern and a process my prediction for this year is that data mesh is going to hit cold hard reality because if you if you do a google search um basically the the published work the articles and databases have been largely you know pretty uncritical um so far you know that you know basically learning is basically being a very revolutionary new idea i don't think it's that revolutionary because we've talked about ideas like this brad and i you and i met years ago when we were talking about so and decentralizing all of us was at the application level now we're talking about at the data level and now we have microservices so there's this thought of oh if we manage if we're apps in cloud native through microservices why don't we think of data in the same way um my sense this year is that you know this and this has been a very active search if you look at google search trends is that now companies are going to you know enterprises are going to look at this seriously and as they look at seriously it's going to attract its first real hard scrutiny it's going to attract its first backlash that's not necessarily a bad thing it means that it's being taken seriously um the reason why i think that that uh that it will you'll start to see basically the cold hard light of day shine on data mesh is that it's still a work in progress you know this idea is basically a couple years old and there's still some pretty major gaps um the biggest gap is in is in the area of federated governance now federated governance itself is not a new issue uh federated governance position we're trying to figure out like how can we basically strike the balance between getting let's say you know between basically consistent enterprise policy consistent enterprise governance but yet the groups that understand the data know how to basically you know that you know how do we basically sort of balance the two there's a huge there's a huge gap there in practice and knowledge um also to a lesser extent there's a technology gap which is basically in the self-service technologies that will help teams essentially govern data you know basically through the full life cycle from developed from selecting the data from you know building the other pipelines from determining your access control determining looking at quality looking at basically whether data is fresh or whether or not it's trending of course so my predictions is that it will really receive the first harsh scrutiny this year you are going to see some organization enterprises declare premature victory when they've uh when they build some federated query implementations you're going to see vendors start to data mesh wash their products anybody in the data management space they're going to say that whether it's basically a pipelining tool whether it's basically elt whether it's a catalog um or confederated query tool they're all going to be like you know basically promoting the fact of how they support this hopefully nobody is going to call themselves a data mesh tool because data mesh is not a technology we're going to see one other thing come out of this and this harks back to the metadata that sanji was talking about and the catalogs that he was talking about which is that there's going to be a new focus on every renewed focus on metadata and i think that's going to spur interest in data fabrics now data fabrics are pretty vaguely defined but if we just take the most elemental definition which is a common metadata back plane i think that if anybody is going to get serious about data mesh they need to look at a data fabric because we all at the end of the day need to speak you know need to read from the same sheet of music so thank you tony dave dave meninger i mean one of the things that people like about data mesh is it pretty crisply articulates some of the flaws in today's organizational approaches to data what are your thoughts on this well i think we have to start by defining data mesh right the the term is already getting corrupted right tony said it's going to see the cold hard uh light of day and there's a problem right now that there are a number of overlapping terms that are similar but not identical so we've got data virtualization data fabric excuse me for a second sorry about that data virtualization data fabric uh uh data federation right uh so i i think that it's not really clear what each vendor means by these terms i see data mesh and data fabric becoming quite popular i've i've interpreted data mesh as referring primarily to the governance aspects as originally you know intended and specified but that's not the way i see vendors using i see vendors using it much more to mean data fabric and data virtualization so i'm going to comment on the group of those things i think the group of those things is going to happen they're going to happen they're going to become more robust our research suggests that a quarter of organizations are already using virtualized access to their data lakes and another half so a total of three quarters will eventually be accessing their data lakes using some sort of virtualized access again whether you define it as mesh or fabric or virtualization isn't really the point here but this notion that there are different elements of data metadata and governance within an organization that all need to be managed collectively the interesting thing is when you look at the satisfaction rates of those organizations using virtualization versus those that are not it's almost double 68 of organizations i'm i'm sorry um 79 of organizations that were using virtualized access express satisfaction with their access to the data lake only 39 expressed satisfaction if they weren't using virtualized access so thank you uh dave uh sanjeev we just got about a couple minutes on this topic but i know you're speaking or maybe you've spoken already on a panel with jamal dagani who sort of invented the concept governance obviously is a big sticking point but what are your thoughts on this you are mute so my message to your mark and uh and to the community is uh as opposed to what dave said let's not define it we spent the whole year defining it there are four principles domain product data infrastructure and governance let's take it to the next level i get a lot of questions on what is the difference between data fabric and data mesh and i'm like i can compare the two because data mesh is a business concept data fabric is a data integration pattern how do you define how do you compare the two you have to bring data mesh level down so to tony's point i'm on a warp path in 2022 to take it down to what does a data product look like how do we handle shared data across domains and govern it and i think we are going to see more of that in 2022 is operationalization of data mesh i think we could have a whole hour on this topic couldn't we uh maybe we should do that uh but let's go to let's move to carl said carl your database guy you've been around that that block for a while now you want to talk about graph databases bring it on oh yeah okay thanks so i regard graph database as basically the next truly revolutionary database management technology i'm looking forward to for the graph database market which of course we haven't defined yet so obviously i have a little wiggle room in what i'm about to say but that this market will grow by about 600 percent over the next 10 years now 10 years is a long time but over the next five years we expect to see gradual growth as people start to learn how to use it problem isn't that it's used the problem is not that it's not useful is that people don't know how to use it so let me explain before i go any further what a graph database is because some of the folks on the call may not may not know what it is a graph database organizes data according to a mathematical structure called a graph a graph has elements called nodes and edges so a data element drops into a node the nodes are connected by edges the edges connect one node to another node combinations of edges create structures that you can analyze to determine how things are related in some cases the nodes and edges can have properties attached to them which add additional informative material that makes it richer that's called a property graph okay there are two principal use cases for graph databases there's there's semantic proper graphs which are used to break down human language text uh into the semantic structures then you can search it organize it and and and answer complicated questions a lot of ai is aimed at semantic graphs another kind is the property graph that i just mentioned which has a dazzling number of use cases i want to just point out is as i talk about this people are probably wondering well we have relational databases isn't that good enough okay so a relational database defines it uses um it supports what i call definitional relationships that means you define the relationships in a fixed structure the database drops into that structure there's a value foreign key value that relates one table to another and that value is fixed you don't change it if you change it the database becomes unstable it's not clear what you're looking at in a graph database the system is designed to handle change so that it can reflect the true state of the things that it's being used to track so um let me just give you some examples of use cases for this um they include uh entity resolution data lineage uh um social media analysis customer 360 fraud prevention there's cyber security there's strong supply chain is a big one actually there's explainable ai and this is going to become important too because a lot of people are adopting ai but they want a system after the fact to say how did the ai system come to that conclusion how did it make that recommendation right now we don't have really good ways of tracking that okay machine machine learning in general um social network i already mentioned that and then we've got oh gosh we've got data governance data compliance risk management we've got recommendation we've got personalization anti-money money laundering that's another big one identity and access management network and i.t operations is already becoming a key one where you actually have mapped out your operation your your you know whatever it is your data center and you you can track what's going on as things happen there root cause analysis fraud detection is a huge one a number of major credit card companies use graph databases for fraud detection risk analysis tracking and tracing churn analysis next best action what-if analysis impact analysis entity resolution and i would add one other thing or just a few other things to this list metadata management so sanjay here you go this is your engine okay because i was in metadata management for quite a while in my past life and one of the things i found was that none of the data management technologies that were available to us could efficiently handle metadata because of the kinds of structures that result from it but grass can okay grafts can do things like say this term in this context means this but in that context it means that okay things like that and in fact uh logistics management supply chain it also because it handles recursive relationships by recursive relationships i mean objects that own other objects that are of the same type you can do things like bill materials you know so like parts explosion you can do an hr analysis who reports to whom how many levels up the chain and that kind of thing you can do that with relational databases but yes it takes a lot of programming in fact you can do almost any of these things with relational databases but the problem is you have to program it it's not it's not supported in the database and whenever you have to program something that means you can't trace it you can't define it you can't publish it in terms of its functionality and it's really really hard to maintain over time so carl thank you i wonder if we could bring brad in i mean brad i'm sitting there wondering okay is this incremental to the market is it disruptive and replaceable what are your thoughts on this space it's already disrupted the market i mean like carl said go to any bank and ask them are you using graph databases to do to get fraud detection under control and they'll say absolutely that's the only way to solve this problem and it is frankly um and it's the only way to solve a lot of the problems that carl mentioned and that is i think it's it's achilles heel in some ways because you know it's like finding the best way to cross the seven bridges of konigsberg you know it's always going to kind of be tied to those use cases because it's really special and it's really unique and because it's special and it's unique uh it it still unfortunately kind of stands apart from the rest of the community that's building let's say ai outcomes as the great great example here the graph databases and ai as carl mentioned are like chocolate and peanut butter but technologically they don't know how to talk to one another they're completely different um and you know it's you can't just stand up sql and query them you've got to to learn um yeah what is that carlos specter or uh special uh uh yeah thank you uh to actually get to the data in there and if you're gonna scale that data that graph database especially a property graph if you're gonna do something really complex like try to understand uh you know all of the metadata in your organization you might just end up with you know a graph database winter like we had the ai winter simply because you run out of performance to make the thing happen so i i think it's already disrupted but we we need to like treat it like a first-class citizen in in the data analytics and ai community we need to bring it into the fold we need to equip it with the tools it needs to do that the magic it does and to do it not just for specialized use cases but for everything because i i'm with carl i i think it's absolutely revolutionary so i had also identified the principal achilles heel of the technology which is scaling now when these when these things get large and complex enough that they spill over what a single server can handle you start to have difficulties because the relationships span things that have to be resolved over a network and then you get network latency and that slows the system down so that's still a problem to be solved sanjeev any quick thoughts on this i mean i think metadata on the on the on the word cloud is going to be the the largest font uh but what are your thoughts here i want to like step away so people don't you know associate me with only meta data so i want to talk about something a little bit slightly different uh dbengines.com has done an amazing job i think almost everyone knows that they chronicle all the major databases that are in use today in january of 2022 there are 381 databases on its list of ranked list of databases the largest category is rdbms the second largest category is actually divided into two property graphs and rdf graphs these two together make up the second largest number of data databases so talking about accolades here this is a problem the problem is that there's so many graph databases to choose from they come in different shapes and forms uh to bright's point there's so many query languages in rdbms is sql end of the story here we've got sci-fi we've got gremlin we've got gql and then your proprietary languages so i think there's a lot of disparity in this space but excellent all excellent points sanji i must say and that is a problem the languages need to be sorted and standardized and it needs people need to have a road map as to what they can do with it because as you say you can do so many things and so many of those things are unrelated that you sort of say well what do we use this for i'm reminded of the saying i learned a bunch of years ago when somebody said that the digital computer is the only tool man has ever devised that has no particular purpose all right guys we gotta we gotta move on to dave uh meninger uh we've heard about streaming uh your prediction is in that realm so please take it away sure so i like to say that historical databases are to become a thing of the past but i don't mean that they're going to go away that's not my point i mean we need historical databases but streaming data is going to become the default way in which we operate with data so in the next say three to five years i would expect the data platforms and and we're using the term data platforms to represent the evolution of databases and data lakes that the data platforms will incorporate these streaming capabilities we're going to process data as it streams into an organization and then it's going to roll off into historical databases so historical databases don't go away but they become a thing of the past they store the data that occurred previously and as data is occurring we're going to be processing it we're going to be analyzing we're going to be acting on it i mean we we only ever ended up with historical databases because we were limited by the technology that was available to us data doesn't occur in batches but we processed it in batches because that was the best we could do and it wasn't bad and we've continued to improve and we've improved and we've improved but streaming data today is still the exception it's not the rule right there's there are projects within organizations that deal with streaming data but it's not the default way in which we deal with data yet and so that that's my prediction is that this is going to change we're going to have um streaming data be the default way in which we deal with data and and how you label it what you call it you know maybe these databases and data platforms just evolve to be able to handle it but we're going to deal with data in a different way and our research shows that already about half of the participants in our analytics and data benchmark research are using streaming data you know another third are planning to use streaming technologies so that gets us to about eight out of ten organizations need to use this technology that doesn't mean they have to use it throughout the whole organization but but it's pretty widespread in its use today and has continued to grow if you think about the consumerization of i.t we've all been conditioned to expect immediate access to information immediate responsiveness you know we want to know if an uh item is on the shelf at our local retail store and we can go in and pick it up right now you know that's the world we live in and that's spilling over into the enterprise i.t world where we have to provide those same types of capabilities um so that's my prediction historical database has become a thing of the past streaming data becomes the default way in which we we operate with data all right thank you david well so what what say you uh carl a guy who's followed historical databases for a long time well one thing actually every database is historical because as soon as you put data in it it's now history it's no longer it no longer reflects the present state of things but even if that history is only a millisecond old it's still history but um i would say i mean i know you're trying to be a little bit provocative in saying this dave because you know as well as i do that people still need to do their taxes they still need to do accounting they still need to run general ledger programs and things like that that all involves historical data that's not going to go away unless you want to go to jail so you're going to have to deal with that but as far as the leading edge functionality i'm totally with you on that and i'm just you know i'm just kind of wondering um if this chain if this requires a change in the way that we perceive applications in order to truly be manifested and rethinking the way m applications work um saying that uh an application should respond instantly as soon as the state of things changes what do you say about that i i think that's true i think we do have to think about things differently that's you know it's not the way we design systems in the past uh we're seeing more and more systems designed that way but again it's not the default and and agree 100 with you that we do need historical databases you know that that's clear and even some of those historical databases will be used in conjunction with the streaming data right so absolutely i mean you know let's take the data warehouse example where you're using the data warehouse as context and the streaming data as the present you're saying here's a sequence of things that's happening right now have we seen that sequence before and where what what does that pattern look like in past situations and can we learn from that so tony bear i wonder if you could comment i mean if you when you think about you know real-time inferencing at the edge for instance which is something that a lot of people talk about um a lot of what we're discussing here in this segment looks like it's got great potential what are your thoughts yeah well i mean i think you nailed it right you know you hit it right on the head there which is that i think a key what i'm seeing is that essentially and basically i'm going to split this one down the middle is i don't see that basically streaming is the default what i see is streaming and basically and transaction databases um and analytics data you know data warehouses data lakes whatever are converging and what allows us technically to converge is cloud native architecture where you can basically distribute things so you could have you can have a note here that's doing the real-time processing that's also doing it and this is what your leads in we're maybe doing some of that real-time predictive analytics to take a look at well look we're looking at this customer journey what's happening with you know you know with with what the customer is doing right now and this is correlated with what other customers are doing so what i so the thing is that in the cloud you can basically partition this and because of basically you know the speed of the infrastructure um that you can basically bring these together and or and so and kind of orchestrate them sort of loosely coupled manner the other part is that the use cases are demanding and this is part that goes back to what dave is saying is that you know when you look at customer 360 when you look at let's say smart you know smart utility grids when you look at any type of operational problem it has a real-time component and it has a historical component and having predictives and so like you know you know my sense here is that there that technically we can bring this together through the cloud and i think the use case is that is that we we can apply some some real-time sort of you know predictive analytics on these streams and feed this into the transactions so that when we make a decision in terms of what to do as a result of a transaction we have this real time you know input sanjeev did you have a comment yeah i was just going to say that to this point you know we have to think of streaming very different because in the historical databases we used to bring the data and store the data and then we used to run rules on top uh aggregations and all but in case of streaming the mindset changes because the rules normally the inference all of that is fixed but the data is constantly changing so it's a completely reverse way of thinking of uh and building applications on top of that so dave menninger there seemed to be some disagreement about the default or now what kind of time frame are you are you thinking about is this end of decade it becomes the default what would you pin i i think around you know between between five to ten years i think this becomes the reality um i think you know it'll be more and more common between now and then but it becomes the default and i also want sanjeev at some point maybe in one of our subsequent conversations we need to talk about governing streaming data because that's a whole other set of challenges we've also talked about it rather in a two dimensions historical and streaming and there's lots of low latency micro batch sub second that's not quite streaming but in many cases it's fast enough and we're seeing a lot of adoption of near real time not quite real time as uh good enough for most for many applications because nobody's really taking the hardware dimension of this information like how do we that'll just happen carl so near real time maybe before you lose the customer however you define that right okay um let's move on to brad brad you want to talk about automation ai uh the the the pipeline people feel like hey we can just automate everything what's your prediction yeah uh i'm i'm an ai fiction auto so apologies in advance for that but uh you know um i i think that um we've been seeing automation at play within ai for some time now and it's helped us do do a lot of things for especially for practitioners that are building ai outcomes in the enterprise uh it's it's helped them to fill skills gaps it's helped them to speed development and it's helped them to to actually make ai better uh because it you know in some ways provides some swim lanes and and for example with technologies like ottawa milk and can auto document and create that sort of transparency that that we talked about a little bit earlier um but i i think it's there's an interesting kind of conversion happening with this idea of automation um and and that is that uh we've had the automation that started happening for practitioners it's it's trying to move outside of the traditional bounds of things like i'm just trying to get my features i'm just trying to pick the right algorithm i'm just trying to build the right model uh and it's expanding across that full life cycle of building an ai outcome to start at the very beginning of data and to then continue on to the end which is this continuous delivery and continuous uh automation of of that outcome to make sure it's right and it hasn't drifted and stuff like that and because of that because it's become kind of powerful we're starting to to actually see this weird thing happen where the practitioners are starting to converge with the users and that is to say that okay if i'm in tableau right now i can stand up salesforce einstein discovery and it will automatically create a nice predictive algorithm for me um given the data that i that i pull in um but what's starting to happen and we're seeing this from the the the companies that create business software so salesforce oracle sap and others is that they're starting to actually use these same ideals and a lot of deep learning to to basically stand up these out of the box flip a switch and you've got an ai outcome at the ready for business users and um i i'm very much you know i think that that's that's the way that it's going to go and what it means is that ai is is slowly disappearing uh and i don't think that's a bad thing i think if anything what we're going to see in 2022 and maybe into 2023 is this sort of rush to to put this idea of disappearing ai into practice and have as many of these solutions in the enterprise as possible you can see like for example sap is going to roll out this quarter this thing called adaptive recommendation services which which basically is a cold start ai outcome that can work across a whole bunch of different vertical markets and use cases it's just a recommendation engine for whatever you need it to do in the line of business so basically you're you're an sap user you look up to turn on your software one day and you're a sales professional let's say and suddenly you have a recommendation for customer churn it's going that's great well i i don't know i i think that's terrifying in some ways i think it is the future that ai is going to disappear like that but i am absolutely terrified of it because um i i think that what it what it really does is it calls attention to a lot of the issues that we already see around ai um specific to this idea of what what we like to call it omdia responsible ai which is you know how do you build an ai outcome that is free of bias that is inclusive that is fair that is safe that is secure that it's audible etc etc etc etc that takes some a lot of work to do and so if you imagine a customer that that's just a sales force customer let's say and they're turning on einstein discovery within their sales software you need some guidance to make sure that when you flip that switch that the outcome you're going to get is correct and that's that's going to take some work and so i think we're going to see this let's roll this out and suddenly there's going to be a lot of a lot of problems a lot of pushback uh that we're going to see and some of that's going to come from gdpr and others that sam jeeve was mentioning earlier a lot of it's going to come from internal csr requirements within companies that are saying hey hey whoa hold up we can't do this all at once let's take the slow route let's make ai automated in a smart way and that's going to take time yeah so a couple predictions there that i heard i mean ai essentially you disappear it becomes invisible maybe if i can restate that and then if if i understand it correctly brad you're saying there's a backlash in the near term people can say oh slow down let's automate what we can those attributes that you talked about are non trivial to achieve is that why you're a bit of a skeptic yeah i think that we don't have any sort of standards that companies can look to and understand and we certainly within these companies especially those that haven't already stood up in internal data science team they don't have the knowledge to understand what that when they flip that switch for an automated ai outcome that it's it's gonna do what they think it's gonna do and so we need some sort of standard standard methodology and practice best practices that every company that's going to consume this invisible ai can make use of and one of the things that you know is sort of started that google kicked off a few years back that's picking up some momentum and the companies i just mentioned are starting to use it is this idea of model cards where at least you have some transparency about what these things are doing you know so like for the sap example we know for example that it's convolutional neural network with a long short-term memory model that it's using we know that it only works on roman english uh and therefore me as a consumer can say oh well i know that i need to do this internationally so i should not just turn this on today great thank you carl can you add anything any context here yeah we've talked about some of the things brad mentioned here at idc in the our future of intelligence group regarding in particular the moral and legal implications of having a fully automated you know ai uh driven system uh because we already know and we've seen that ai systems are biased by the data that they get right so if if they get data that pushes them in a certain direction i think there was a story last week about an hr system that was uh that was recommending promotions for white people over black people because in the past um you know white people were promoted and and more productive than black people but not it had no context as to why which is you know because they were being historically discriminated black people being historically discriminated against but the system doesn't know that so you know you have to be aware of that and i think that at the very least there should be controls when a decision has either a moral or a legal implication when when you want when you really need a human judgment it could lay out the options for you but a person actually needs to authorize that that action and i also think that we always will have to be vigilant regarding the kind of data we use to train our systems to make sure that it doesn't introduce unintended biases and to some extent they always will so we'll always be chasing after them that's that's absolutely carl yeah i think that what you have to bear in mind as a as a consumer of ai is that it is a reflection of us and we are a very flawed species uh and so if you look at all the really fantastic magical looking supermodels we see like gpt three and four that's coming out z they're xenophobic and hateful uh because the people the data that's built upon them and the algorithms and the people that build them are us so ai is a reflection of us we need to keep that in mind yeah we're the ai's by us because humans are biased all right great okay let's move on doug henson you know a lot of people that said that data lake that term's not not going to not going to live on but it appears to be have some legs here uh you want to talk about lake house bring it on yes i do my prediction is that lake house and this idea of a combined data warehouse and data lake platform is going to emerge as the dominant data management offering i say offering that doesn't mean it's going to be the dominant thing that organizations have out there but it's going to be the predominant vendor offering in 2022. now heading into 2021 we already had cloudera data bricks microsoft snowflake as proponents in 2021 sap oracle and several of these fabric virtualization mesh vendors join the bandwagon the promise is that you have one platform that manages your structured unstructured and semi-structured information and it addresses both the beyond analytics needs and the data science needs the real promise there is simplicity and lower cost but i think end users have to answer a few questions the first is does your organization really have a center of data gravity or is it is the data highly distributed multiple data warehouses multiple data lakes on-premises cloud if it if it's very distributed and you you know you have difficulty consolidating and that's not really a goal for you then maybe that single platform is unrealistic and not likely to add value to you um you know also the fabric and virtualization vendors the the mesh idea that's where if you have this highly distributed situation that might be a better path forward the second question if you are looking at one of these lake house offerings you are looking at consolidating simplifying bringing together to a single platform you have to make sure that it meets both the warehouse need and the data lake need so you have vendors like data bricks microsoft with azure synapse new really to the data warehouse space and they're having to prove that these data warehouse capabilities on their platforms can meet the scaling requirements can meet the user and query concurrency requirements meet those tight slas and then on the other hand you have the or the oracle sap snowflake the data warehouse uh folks coming into the data science world and they have to prove that they can manage the unstructured information and meet the needs of the data scientists i'm seeing a lot of the lake house offerings from the warehouse crowd managing that unstructured information in columns and rows and some of these vendors snowflake in particular is really relying on partners for the data science needs so you really got to look at a lake house offering and make sure that it meets both the warehouse and the data lake requirement well thank you doug well tony if those two worlds are going to come together as doug was saying the analytics and the data science world does it need to be some kind of semantic layer in between i don't know weigh in on this topic if you would oh didn't we talk about data fabrics before common metadata layer um actually i'm almost tempted to say let's declare victory and go home in that this is actually been going on for a while i actually agree with uh you know much what doug is saying there which is that i mean we i remembered as far back as i think it was like 2014 i was doing a a study you know it was still at ovum predecessor omnia um looking at all these specialized databases that were coming up and seeing that you know there's overlap with the edges but yet there was still going to be a reason at the time that you would have let's say a document database for json you'd have a relational database for tran you know for transactions and for data warehouse and you had you know and you had basically something at that time that that resembles to do for what we're considering a day of life fast fo and the thing is what i was saying at the time is that you're seeing basically blur you know sort of blending at the edges that i was saying like about five or six years ago um that's all and the the lake house is essentially you know the amount of the the current manifestation of that idea there is a dichotomy in terms of you know it's the old argument do we centralize this all you know you know in in in in in a single place or do we or do we virtualize and i think it's always going to be a yin and yang there's never going to be a single single silver silver bullet i do see um that they're also going to be questions and these are things that points that doug raised they're you know what your what do you need of of of your of you know for your performance there or for your you know pre-performance characteristics do you need for instance hiking currency you need the ability to do some very sophisticated joins or is your requirement more to be able to distribute and you know distribute our processing is you know as far as possible to get you know to essentially do a kind of brute force approach all these approaches are valid based on you know based on the used case um i just see that essentially that the lake house is the culmination of it's nothing it's just it's a relatively new term introduced by databricks a couple years ago this is the culmination of basically what's been a long time trend and what we see in the cloud is that as we start seeing data warehouses as a checkbox item say hey we can basically source data in cloud and cloud storage and s3 azure blob store you know whatever um as long as it's in certain formats like you know like you know parquet or csv or something like that you know i see that as becoming kind of you know a check box item so to that extent i think that the lake house depending on how you define it is already reality um and in some in some cases maybe new terminology but not a whole heck of a lot new under the sun yeah and dave menger i mean a lot of this thank you tony but a lot of this is going to come down to you know vendor marketing right some people try to co-opt the term we talked about data mesh washing what are your thoughts on this yeah so um i used the term data platform earlier and and part of the reason i use that term is that it's more vendor neutral uh we've we've tried to uh sort of stay out of the the vendor uh terminology patenting world right whether whether the term lake house is what sticks or not the concept is certainly going to stick and we have some data to back it up about a quarter of organizations that are using data lakes today already incorporate data warehouse functionality into it so they consider their data lake house and data warehouse one in the same about a quarter of organizations a little less but about a quarter of organizations feed the data lake from the data warehouse and about a quarter of organizations feed the data warehouse from the data lake so it's pretty obvious that three quarters of organizations need to bring this stuff together right the need is there the need is apparent the technology is going to continue to verge converge i i like to talk about you know you've got data lakes over here at one end and i'm not going to talk about why people thought data lakes were a bad idea because they thought you just throw stuff in a in a server and you ignore it right that's not what a data lake is so you've got data lake people over here and you've got database people over here data warehouse people over here database vendors are adding data lake capabilities and data lake vendors are adding data warehouse capabilities so it's obvious that they're going to meet in the middle i mean i think it's like tony says i think we should there declare victory and go home and so so i it's just a follow-up on that so are you saying these the specialized lake and the specialized warehouse do they go away i mean johnny tony data mesh practitioners would say or or advocates would say well they could all live as just a node on the on the mesh but based on what dave just said are we going to see those all morph together well number one as i was saying before there's always going to be this sort of you know kind of you know centrifugal force or this tug of war between do we centralize the data do we do it virtualize and the fact is i don't think that work there's ever going to be any single answer i think in terms of data mesh data mesh has nothing to do with how you physically implement the data you could have a data mesh on a basically uh on a data warehouse it's just that you know the difference being is that if we use the same you know physical data store but everybody's logically manual basically governing it differently you know um a data mission is basically it's not a technology it's a process it's a governance process um so essentially um you know you know i basically see that you know as as i was saying before that this is basically the culmination of a long time trend we're essentially seeing a lot of blurring but there are going to be cases where for instance if i need let's say like observe i need like high concurrency or something like that there are certain things that i'm not going to be able to get efficiently get out of a data lake um and you know we're basically i'm doing a system where i'm just doing really brute forcing very fast file scanning and that type of thing so i think there always will be some delineations but i would agree with dave and with doug that we are seeing basically a a confluence of requirements that we need to essentially have basically the element you know the ability of a data lake and a data laid out their warehouse we these need to come together so i think what we're likely to see is organizations look for a converged platform that can handle both sides for their center of data gravity the mesh and the fabric vendors the the fabric virtualization vendors they're all on board with the idea of this converged platform and they're saying hey we'll handle all the edge cases of the stuff that isn't in that center of data gradient that is off distributed in a cloud or at a remote location so you can have that single platform for the center of of your your data and then bring in virtualization mesh what have you for reaching out to the distributed data bingo as they basically said people are happy when they virtualize data i i think yes at this point but to this uh dave meningas point you know they have convert they are converging snowflake has introduced support for unstructured data so now we are literally splitting here now what uh databricks is saying is that aha but it's easy to go from data lake to data warehouse than it is from data warehouse to data lake so i think we're getting into semantics but we've already seen these two converge so is that so it takes something like aws who's got what 15 data stores are they're going to have 15 converged data stores that's going to be interesting to watch all right guys i'm going to go down the list and do like a one i'm going to one word each and you guys each of the analysts if you wouldn't just add a very brief sort of course correction for me so sanjeev i mean governance is going to be the maybe it's the dog that wags the tail now i mean it's coming to the fore all this ransomware stuff which really didn't talk much about security but but but what's the one word in your prediction that you would leave us with on governance it's uh it's going to be mainstream mainstream okay tony bear mesh washing is what i wrote down that's that's what we're going to see in uh in in 2022 a little reality check you you want to add to that reality check is i hope that no vendor you know jumps the shark and calls their offering a data mesh project yeah yeah let's hope that doesn't happen if they do we're going to call them out uh carl i mean graph databases thank you for sharing some some you know high growth metrics i know it's early days but magic is what i took away from that it's the magic database yeah i would actually i've said this to people too i i kind of look at it as a swiss army knife of data because you can pretty much do anything you want with it it doesn't mean you should i mean that's definitely the case that if you're you know managing things that are in a fixed schematic relationship probably a relational database is a better choice there are you know times when the document database is a better choice it can handle those things but maybe not it may not be the best choice for that use case but for a great many especially the new emerging use cases i listed it's the best choice thank you and dave meninger thank you by the way for bringing the data in i like how you supported all your comments with with some some data points but streaming data becomes the sort of default uh paradigm if you will what would you add yeah um i would say think fast right that's the world we live in you got to think fast fast love it uh and brad shimon uh i love it i mean on the one hand i was saying okay great i'm afraid i might get disrupted by one of these internet giants who are ai experts so i'm gonna be able to buy instead of build ai but then again you know i've got some real issues there's a potential backlash there so give us the there's your bumper sticker yeah i i would say um going with dave think fast and also think slow uh to to talk about the book that everyone talks about i would say really that this is all about trust trust in the idea of automation and of a transparent invisible ai across the enterprise but verify verify before you do anything and then doug henson i mean i i look i think the the trend is your friend here on this prediction with lake house is uh really becoming dominant i liked the way you set up that notion of you know the the the data warehouse folks coming at it from the analytics perspective but then you got the data science worlds coming together i still feel as though there's this piece in the middle that we're missing but your your final thoughts we'll give you the last well i think the idea of consolidation and simplification uh always prevails that's why the appeal of a single platform is going to be there um we've already seen that with uh you know hadoop platforms moving toward cloud moving toward object storage and object storage becoming really the common storage point for whether it's a lake or a warehouse uh and that second point uh i think esg mandates are uh are gonna come in alongside uh gdpr and things like that to uh up the ante for uh good governance yeah thank you for calling that out okay folks hey that's all the time that that we have here your your experience and depth of understanding on these key issues and in data and data management really on point and they were on display today i want to thank you for your your contributions really appreciate your time enjoyed it thank you now in addition to this video we're going to be making available transcripts of the discussion we're going to do clips of this as well we're going to put them out on social media i'll write this up and publish the discussion on wikibon.com and siliconangle.com no doubt several of the analysts on the panel will take the opportunity to publish written content social commentary or both i want to thank the power panelist and thanks for watching this special cube presentation this is dave vellante be well and we'll see you next time [Music] you

Published Date : Jan 8 2022

SUMMARY :

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Annie Weinberger, AWS | AWS re:Invent 2021


 

(upbeat music) >> Welcome back to theCUBE's continuous coverage of AWS re:invent 2021. I'm here with my co-host John Furrier and we're running one of the largest, most significant technology events in the history of 2021. Two live sets here in Las Vegas, along with our two studios. And we are absolutely delighted. We're incredibly delighted to welcome a returning alumni. It's not enough to just say that you're an alumni because you have been such a fixture of theCUBE for so many years. Annie Weinberger. And Annie is head of product marketing for applications at AWS. Annie, welcome. >> Thank you so much, it's great to be back. >> It's wonderful to have you back. Let's dive right into it. >> Okay. >> Talk to us about Connect. What does that mean when I say Connect? >> Yes, well, I think if we talk about Amazon Connect, we have to go back to the beginning of the origin story. So, over 10 years ago, when Amazon retail was looking for a solution to manage their customer service and their contact center, we went out and we looked at different solutions and nothing really met our needs. Nothing could kind of provide the scale that we needed at Amazon, or could really be as flexible as we needed to ensure that we're our customer obsession could come through in our customer service. So we built our own solution. And over the years, customers were coming to us and asking, you know, what do you use for your customer service technology? And so we launched Amazon Connect, our omni-channel cloud contact center solution just over four years ago. And it is the one of the fastest growing services at AWS. We have tens of thousands of customers using it today, like Capital One into it, Bank of Omaha, Mutual of Omaha, Best Western, you know, I can go on and on. And they're using it to have over 10 million interactions with customers every day. So it's, you know, growing phenomenally and we just couldn't be more proud to help our customers with their customer service. >> So, yeah. Talk about some of the components that go into that. What are the sort of puzzle pieces that make up AWS Connect? Because obviously connecting with a customer can take a whole bunch of different forms with email, text, voice. >> Yeah >> What's included in that? >> So it's an omni-channel cloud contact center. It provides, you know, any way you want to talk to your customers. There's traditional methods of voice. There's automated ways to connect. So IVRs or interactive voice responses where you call with voice prompts, there's chat, you know. We have Lex Bots that use the same technology that powers Alexa for natural language understanding. And I think customers really like it for a few reasons. One is that unlike kind of other contact center solutions, you can set it up in minutes. You know, American Preparatory Academy had to set up a contact center, they did it in two days. And then it's very, very easy to customize and use. So another example is, you know, when Priceline was going through COVID and they realized their call volume went up 300% overnight, and everybody was just sitting near the queue waiting to talk to an agent. So in 20 minutes, we were able to go in and very easily with a drag and drop interface, customize the ad flow so that people who had a reservation in the next 72 hours were prioritized. So very, very easily. >> You just jumped the gun on me. I was going to ask this because we never boarding that Connect during the pandemic was a huge success. >> Annie: Yes. >> It was many, many examples where people were just located, disrupted by the pandemic. And you guys had tons of traction from government public sector to commercial across the board. Adam Solecki told me in person a couple weeks ago that it was on fire, Connect was on fire. So again, a tailwind, one of those examples with the pandemic, but it highlights this idea or purpose built, ready to go. >> Pre-built the applications. >> Pre-built application. This is a phenomenon. >> It's moving up the stack for AWS. It's very exciting. I think, yeah, we had over 5,000 new contact centers stood up in March and April of 2020 alone. >> Dave: Wow. >> Give it some scale, just go back to the scale piece. Cause this is like, like amazing to stand up a call center like hours, days. Like this is like incredible to, give us some stats on some examples of how fast people were standing up Connect. >> Yeah, I mean, you could stand it up overnight. American Preparatory Academy, as I mentioned did it in two days, we had, you know, this county of Los Angeles did theirs I think at a day. You could go and right now you don't need any technical expertise, even though you have some. >> theCUBE call center, we don't need people calling. >> We had everyone from a Mexican restaurant needed to take to go orders. Cause now it's COVID and they don't have a call. They've been able to set that up, grab a phone number and start taking takeout orders all the way to like capital one, you know, with 40,000 agents that need to move remote overnight. And I think that it's because of that ease to set up, but also the scale and the way that we charge. So, you know, it's AWS consumption-based pricing. You only pay for the interactions with customers. So the barrier to entry is really, really low. You don't have to migrate everything over and buy a bunch of new licenses. You can just stand it up and you're only charged for the interactions with customers. And then if you want to scale down like into it, obviously tax season they're bringing on a lot more agents to handle calls, when those agents aren't really needed for that busy time, you're not paying for those seats. >> You're flex. Take me through the, okay, that's a win, I get that. So home run, great success. Now, the machine learning story is interesting too, because you have the purpose-built platform. There's some customizations that can happen on top of it. So it's not just, here's a general purpose piece of software. People are using some customizations. Take us through the other things. >> Well, the exciting thing is they're not even real customizations because we're AWS, we can leverage the AML services and built pre-built purpose-built features. So there it's embedded and you know, Amazon Connect has been cloud native and AI born since the very beginning. So we've taken a lot of the AI services and built them into you don't need any knowledge. You don't have to know anything about AIML. You can just go in and start leveraging it. And it has huge powerful effects for our customers. We launched three new features this year. One was Amazon Wisdom. That's part of Amazon Connect. And what that does is, you know, if you're an agent and you're on the phone and customer's asking questions, today what they have to do is go in and search across all these different knowledge repositories to find the answer or, you know, how do I issue a refund? You know, we're hearing about this feature that's broken on our product. We're listening behind the scenes to that call and then just automatically providing the knowledge articles as they're on the call saying, this is what you should do, giving them recommendations so we can help the customer much more quickly. >> I love them moving up the stack. Again, a huge fan of Connect. We've highlighting in all of our stories. It's a phenomenon that's translating to other areas, but I want to tie back in where it goes next cause on these keynotes, Adam Solecki's and today was Swami, the conversations about a horizontal data plane. And so as customers would say, use Connect, I might want, if I'm a big customer I want to integrate that into my data because it's voice data, it's call centers, customer data, but I have other databases. So how do you guys look at that integration layer snapping it together with say, a time series database, or maybe a CRM system or retail e-commerce because again, it's all data but it's connected call center. Some may think it's silo, but it's not really siloed. So, I'm a customer. How do I integrate call center? >> Yeah and it's, you know, we have a very strong partner with Salesforce. They're actually a reseller of Connect. So we work with them very, very closely. We have out of the box integrations with Salesforce, with your other, you know, analytics databases with Marketo with other services that you need. I think again, it's one of the benefits of being AWS, it's very extensible, very flexible, and really easy to bring in and share the data that we have with other systems. >> John: So it's not an issue then. >> One of the conversation points that's come up is the, this idea that a large majority of IT Spend is still on premises today. In other words, the AWS total addressable market hasn't been tapped yet. And, you imagine going through the pandemic, someone using AWS Connect to create a virtual call center, now as we hopefully come out and people some return to the office, but now they have the tools to be able to stay at home and be more flexible. Those people, maybe they weren't in the cloud that much before. But to John's point, now you start talking about connecting all of those other data sources. Well, where do those data sources belong? They belong in AWS. So, from your perspective, on the surface it looks like, well, wait, you have these products, but really those are gateways to everything else that AWS does. Is that a fair statement? >> I think it's very, yeah. Absolutely. >> Yeah. >> The big thing I want to get into is okay, we're, I mean, we don't have a lot of people calling for theCUBE but I mean, we wouldn't use the call center, but there's audio involved. Are people more going back to the old school phones for support now with the pandemic? Cause you've mentioned that earlier about the price line, having more- >> I think it's, you know, when we talk to our customers too, it's about letting, letting any customer contact you the way they want to. You know, we, you know, I was talking to Delta, spoke with us yesterday in the business application leadership session. And she said, you know, when someone has a flight issue, I'm sure you can attest to this. I did the same thing. They call, you know, if your, if your flight got canceled or it's looking like it's going to keep pushing, you don't necessarily want to go, you know, use a chat bot or send an email or a text, but there's other use cases where you just want a quick answer, you know, if you contact, I haven't received my product yet, you know, it said it was shipped, I didn't get it. I don't necessarily want to talk to someone, but so, it's just about making that available. >> On the voice side, is it other apps are integrating voice? So what's the interface to call center? Is it, can I integrate like an app voice integrated through the app or it's all phone? >> Because for the agents, there's an agent UI. So they'll see kind of calls that they have in their queue coming up, they'll see the tasks that they have to issue or refund. They'll see the kind of analytics that they have. The knowledge works. There's a supervisor view, so they could go see, you know, we with contact lens for Amazon Connect, we had a launch this, you know, this week, every event around contact lens, it lets you see the trends and sentiment of what's going on the call. It gives them like those training moments. If people aren't using the standard sign-off or the standard greeting on the call, it's a training moment and they can kind of see what's happening and get real-time alerts. If two keywords of a customer saying they cancel into the call, that can get a flag and they can go in and help the agent if necessary. So. >> All kinds of metadata extraction going on in real time. >> Yeah. >> How do you, how would AWS to go through the process of determining what should be bespoke solution hearing versus something that can be productized? And we know there are 475 different kinds of instances. However, you can come up with a package solution where people could pick features and get up and running really quickly. How is that decision making process? >> Well, I mean, you know, 90% at least of what we do build, it comes from what our customers ask for. So we don't, it's the onus is not on us. We listen to our customers, they tell us what they want us to build. Contact center solutions are their line of business applications are purchased by business decision makers and they're used to doing more buying than building. So they wanted to be more out of the box, more like pre-built, but we still are AWS. We make it very, very extensible, very easy to customize, like pull in other data sources. But when we look at how we are going to move up the stack and other areas, we just continue to listen to our customers. >> What's the biggest thing you learned in the pandemic from the team? What's the learnings coming out of the pandemic as hybrid world is upon us? >> I mean, I think a few things with, you know, starting, as you mentioned with the cloud, that the kind of idea of a contact center being a massive building, usually in the middle of America where, you know, people go and they sit and they have conversations. If that was really turned on its head and you can have very secure and accessible solutions through the cloud so that you can work from anywhere. So that was really fantastic to see. >> That's going to be interesting to see moving forward. How that paradigm shifts some centralized call centers, but a lot of this aggregated work that can be done. >> I mean, who knows the, you know, gig economy could be in the contact center, you know. >> Yeah, absolutely >> Yeah >> Maybe get some CUBE hosts, give us theCUBE Connect. We get some CUBE hosts remote. >> That's important work, yeah. >> We need, we need to talk. I got to got my phone number in that list. Annie, it's been fantastic to have you. >> Thank you guys so much. I really appreciate it. >> For John Furrier, this is Dave Nicholson telling you, thank you for joining our continuous coverage of AWS reinvent 2021. Stick with theCUBE for the best in hybrid event coverage. (upbeat music)

Published Date : Dec 2 2021

SUMMARY :

because you have been Thank you so much, It's wonderful to have you back. Talk to us about Connect. So it's, you know, Talk about some of the So another example is, you know, that Connect during the And you guys had tons of traction This is a phenomenon. in March and April of 2020 alone. like amazing to stand up a we had, you know, this theCUBE call center, we all the way to like capital one, you know, because you have the to find the answer or, you know, So how do you guys look Yeah and it's, you know, and people some return to the office, I think it's very, yeah. earlier about the price line, I think it's, you know, we had a launch this, you know, this week, extraction going on in real time. However, you can come up Well, I mean, you know, and you can have very secure That's going to be interesting I mean, who knows the, you know, We get some CUBE hosts remote. I got to got my phone number in that list. Thank you guys so much. thank you for joining

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Manoj Nair, Metallic.io | Commvault Connections 2021


 

>>Mhm. Mhm. Mhm. >>We're back with the notion there to wrap up conv all connections. 2021 the virtual edition. Okay, let's do this. You ready? >>Absolutely. >>All right. I'll get a starting .1. Data. You ain't seen nothing yet. You just wait. We're gonna look back on the big data era of the 20 tens and joke about how trivial was compared to the next 10 years. You know, what are your thoughts on data value and data exposures? >>The data has never been more valuable. Right? The new oil your most critical asset and neither has it been more vulnerable. So you kind of get these two things value increasing. Obviously it becomes more attractive to the to the bad actors and that's the era that we're living in and really, you know what organizations are needed. You know, you kind of think about business resilience and all that. You need the ability to as someone said the anti fragile right? Keep testing it. See, you know, if if your data defenses are now ready to a point where your data is not a liability, but you can make it something that becomes a business advantage. So kind of that business resilience gap that we've been talking about. The business integrity gap uh is really you know what we had focused on. So our customers can really start just taking advantage of the value equation of the data. >>And I think you know, I'm gonna I'm gonna push my community here a little bit and I'm gonna I think we need a new new metaphor because you know why? Because data minnows it's actually more valuable than oil it's not scarce like oil we're never gonna run out of data. So I'm trying to come up with a new a new one but we'll work on that. The cloud. The 2nd point is the cloud is expanding. It's moving to the data center. We got hybrid connections were going across clouds, we got edge nodes, we got new workloads, real time streaming and ai influencing microservices and containers and Ai and all this R. P. A. And hyper automation. All the crazy buzzwords that combined your digital business stack. But the point is data is not only exploding, it's exploding everywhere. You know it's not just in one place anymore. >>Absolutely. And that's that's you know part of the challenge here that our customers space you know unless you know you're a company that was born yesterday you have applications everywhere. Your your pace is different, every customer's journey and the transformation is different. So you might take different directions, different ways. What do you do you have some sass applications you might start there or you start with some public cloud. Maybe you start using some stories in public cloud. So as you transform and as you are now creating more sprawl and that sprawl as we talked about before this is like swiss cheese you got lights that you know people can take advantage of. On the other hand because of that lack of a single unified data services platform. What you lose is the ability to take advantage of all your data, your application, mobility and people die. Let's take the example of containers and kubernetes. What is the point of having you know transportation and ability to move these containers to any cloud if your data is not available in all those clocks. What's the strategy for that? So the problems are also changing their more business centric than just that, you know, what I call the active data management era is really upon us and that's really what's gonna help take it full advantage of all of the other technologies around us. Ai microservices edge, you know, IOT you need to make sure you have a unified data services and intelligent data services platform. >>So what I see is is calm vault is essentially building that that data protection cloud or you might want to call it the data management cloud that starts to get into database and some other areas but but the concept of an abstraction layer that hides that underlying complexity of all the clouds and allows you to protect your data irrespective of location. That's to me that's how you get control of your data which is kind of point number three. And we heard Sandy this morning talking about embrace, manage and protect your data properly. It can be the defining disruptive difference for an organization, which I agree. However, I want to play devil's advocate in the sense that I think the only way you can get control of your data is do you have to embrace that sprawl in that complexity and admit you're not gonna shove it all into a single monolithic source of truth that those days are over. You have to you have to realize that the world is decentralized, It's coming it's here. So we have to implement automation and software to Federated governance and policy and security and privacy and data protection across that abstraction layer that I just just describe someone. Let's talk about that. What are your thoughts? >>Yeah. And I said that earlier too and Sonya is absolutely right. You have to embrace that. You figure out how to make it a competitive advantage. No workload left behind Commonwealth customers are able to protect everything from S 400 to dynamics 3 65 in the cloud and everything in between. Right. So microservices app multi cloud today we're top solution provider for the top clouds. We talked to Microsoft order today, AWS DCP we are driving exabytes of data and protecting exabytes of data. That is our strategic advantage. As you said, you cannot leave you know, strategies behind and say you know what that workload. Not interesting anymore with your data is in there. So that that is the approach that comprehensive platform and then I'm built on that. You start seeing protection grade, not data security, how to use tackle that intelligence from data insights from data compliance challenges my e discovery challenges. So being able to tackle those things ecosystem very key. How do I build on top of this intelligence, data services platform and ecosystem to take advantage of my data. These are all the layers that we believe. You know, it's very differentiated compared to anyone else out there. We're not forcing anyone into a single architecture and saying this is the best because you know what you have learned from 25 years, there's no such thing as one single best architecture. >>Oh, I asked 401 of the most innovative systems in the day. >>Uh but at the >>point of we talked about all the sprawl, this makes ransomware more difficult because an insidious because of the expanding supply chain, the ecosystem, the threat surface. And really the sophistication of the adversary, we've kind of talked about that and and and really new techniques are the Attackers are going mainstream. So but you know, I want to give you the last word here, I want to address two things if you would. Security. Like what's the big news there? Why the big deal and why con vault bring us home with the big picture of your differentiators? >>Absolutely. So you mentioned ransomware? Bad guys always looking to find those exit drawers and break it, Break it down security. I q we're proud to launch this today. It's kind of brings together the culmination of a lot of security that we have done allows customers to be proactive in terms of, you know, we've brought in Gamification into that security i aspect like make it easy and almost make it fun to make sure you're plugging all the holes so that your last mile of defense is secure, then you figure out how you can become more proactive. I have data intelligence that the security tools don't when the bad guys start sniffing around the data or anomaly detection and machine learning the ability to bring that intelligence a highly, you know, relevant signal into the security tools, building that bridge. And lastly, what happens when the, you know, worst case scenario happens almost like a rewind button to go back on your data. Look this is where malware came in and now you're able to just go back and delete that. So that's security, I. Q. Amazing. Or you know, customers are going to try it out and the live hands on lab that's happening and you know, there are feedback has been, this is just brilliant, they love it. So, one more, you know, innovation, we keep doing this, we go we're setting the bar a year ago, we launched them CSS, you know, air gap copy in the cloud, you know, a few weeks ago now we're saying, oh we can also do it right, well we have now innovative to the next level that's combo, you know, bringing it on why combo, 25 years of innovation, you know, it is just amazing how the company had the vision to build a distributed architecture. You talked about a distributed world are beauties, we're not forcing preference customers might have self managed applications that they want, you know, to be used software, they might have the need in some locations to have everything integrated with an appliance, you know, new workloads in the cloud. Let me see if I can start shifting to the data management as a service, which is really the next wave in the industry. And then finally, you know, what about that whole distribution that's happening again. So people will be, you know, we have that unique ability to build a platform. We have amazing ecosystem partners and the biggest companies in the world. Trust us as you heard, you know, throughout the show. So that's what's comin, you know, sustain technology differentiation to make our customers really realize their vision of, you know, leveraging their data as an asset. >>Nice job knows, I love it. Okay, that's a wrap from convoked connections 2021 this is dave vellante from an ocean air and the entire conv all team and the cube team encouraging to come back and check out the on demand videos for anything that you miss tell a friend, let us know what you think for everyone here at convoked connections. 21. Thanks for watching and we'll see you next time. Yeah. >>Mhm Yeah

Published Date : Nov 1 2021

SUMMARY :

2021 the virtual edition. We're gonna look back on the big data era of the 20 tens and joke about See, you know, if if your data defenses are now ready And I think you know, I'm gonna I'm gonna push my community here a little bit and I'm gonna What is the point of having you know transportation all the clouds and allows you to protect your data irrespective of location. architecture and saying this is the best because you know what you have learned from 25 years, So but you know, out and the live hands on lab that's happening and you know, there are feedback and check out the on demand videos for anything that you miss tell a friend, let us know what you think for

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Is HPE GreenLake Poised to Disrupt the Cloud Giants?


 

(upbeat music) >> We're back. This is Dave Vellante of theCUBE, and we're here with Ray Wang, who just wrote a book reminiscent of the famous Tears for Fears song, Everybody Wants to Rule the World: Surviving and Thriving in a World of Digital Giants. Ray, great to see again, man. >> What's going on, man, how are you? >> Oh great, thanks for coming on. You know, it was crazy, been crazy, but it's good to see you face-to-face. >> Ray: This is, we're in the flesh, it's live, we're having conversations, and the information that we're getting is cut right. >> Dave: Yeah, so why did you write this book and how did you find the time? >> Hey, we're in the middle of pandemic. No, I wrote the book because what was happening was digital transformation efforts, they're starting to pop up, but companies weren't always succeeding. And something was happening with digital giants that was very different. They were winning in the marketplace. And never in the form of, if you think about extreme capitalism, if we think about capitalism in general, never in the history of capitalism have we seen growth of large companies. They get large, they fall apart, they don't have anything to build, they can't scale. Their organizations are in shambles. But what happened? If you look at 2017, the combined market cap of the FAANGs and Microsoft was 2 trillion. Today, it is almost 10.2 trillion. It's quintupled. That's never happened. And there's something behind that business model that they put into place that others have copied, from the Airbnbs to the Robloxes to what's going to happen with like a Starlink, and of course, the Robinhoods and you know, Robinhoods and Coinbases of the world. >> And the fundamental premise is all around data, right? Putting data at the core, if you don't do that, you're going to fly blind. >> It is and the secret behind that is the long-term platforms called data-driven digital networks. These platforms take the ability, large memberships, our large devices, they look at that effect. Then they look at figuring out how to actually win on data supremacy. And then of course, they monetize off that data. And that's really the secret behind that is you've got to build that capability and what they do really well is they dis-intermediate customer account control. They take the relationships, aggregate them together. So food delivery app companies are great example of that. You know, small businesses are out there that hundreds and thousands of customers. Today, what happens? Well, they've been aggregated. Millions of customers together into food delivery app. >> Well, I think, you know, this is really interesting what you're saying, because if you think about how we deal with Netflix, we don't call the Netflix sales department or the marketing department of the service, just one interface, the Netflix. So they've been able to put data at their core. Can incumbents do that? How can they do that? >> Incumbents can definitely do that. And it's really about figuring out how to automate that capture. What you really want to do is you start in the cloud, you bring the data together, and you start putting the three A's, analytics, automation, and AI are what you have to be able to put into place. And when you do do that, you now have the ability to go out and figure out how to create that flywheel effect inside those data-driven digital networks. These DDDNS are important. So in Netflix, what are they capturing? They're looking at sentiment, they're looking at context. Like why did you interact with, you know, one title versus another? Did you watch Ted Lasso? Did you switch out of Apple TV to Netflix? Well, I want to know why, right? Did you actually jump into another category? You switched into genres. After 10:00 p.m., what are you watching? Maybe something very different than what you're watching at 2:00 p.m.. How many members are in the home, right? All these questions are being answered and that's the business graph behind all this. >> How much of this is kind of related to the way organizations or companies are organized? In other words, you think about, historically, they would maybe put the process at the core or the, in a bottling plant, the manufacturing facility at the core and the data's all dispersed. Everybody talks about silos. So will AI be the answer to that? Will some new database, Snowflake? Is that the answer? What's the answer to sort of bringing that data together and how do you deal with the organizational inertia? >> Well, the trick to it is really to have a single plane to be able to access that data. I don't care where the data sits, whether it's on premise, whether it's in the cloud, whether it's in the edge, it makes no difference. That's really what you want to be able to do is bring that information together. But the glue is the context. What time was it? What's the weather outside? What location are you in? What's your heart rate? Are you smiling, right? All of those factors come into play. And what we're trying to do is take a user, right? So it could be a customer, a supplier, a partner, or an employee. And how do they interact with an order doc, an invoice, an incident, and then apply the context. And what we're doing is mining that context and information. Now, the more, back to your other point on self service and automation, the more you can actually collect those data points, the more you can capture that context, the more you're able to get to refine that information. >> Context, that's interesting, because if you think about our operational systems, we've contextualized most of them, whether it's sales, marketing, logistics, but we haven't really contextualized our data systems, our data architecture. It's generally run by a technical group. They don't necessarily have the line of business context. You see what HPE is doing today is trying to be inclusive of data on prem. I mentioned Snowflake, they're saying no way. Frank Slootman says we're not going on prem. So that's kind of interesting. So how do you see sort of context evolving with the actually the business line? Not only who has the context actually can, I hate to use the word, but I'm going to, own the data. >> You have to have a data to decisions pathway. That data decisions pathway is you start with all types of data, structured, unstructured, semi-structured, you align it to a business process as an issue, issue to resolution, order to cash, procure to pay, hire to retire. You bring that together, and then you start mining and figuring out what patterns exist. Once you have the patterns, you can then figure out the next best action. And when you get the next best action, you can compete on decisions. And that becomes a very important part. That decision piece, that's going to be automated. And when we think about that, you and I make a decision one per second, how long does it get out of management committee? Could be a week, two weeks, a quarter, a year. It takes forever to get anything out of management committee. But these new systems, if you think about machines, can make decisions a hundred times per second, a thousand times per second. And that's what we're competing against. That asymmetry is the decision velocity. How quickly you can make decisions will be a competitive weapon. >> Is there a dissonance between the fact that you just mentioned, speed, compressing, that sort of time to decision, and the flip side of that coin, quality, security, governance. How do you see squaring that circle? >> Well, that's really why we're going to have to make that, that's the automated, that's the AI piece. Just like we have all types of data, we got to spew up automated ontologies, we got to spit them up, we got to be using, we've got to put them back into play, and then we got to be able to take back into action. And so you want enterprise class capabilities. That's your data quality. That's your security. That's the data governance. That's the ability to actually take that data and understand time series, and actually make sure that the integrity of that data is there. >> What do you think about this sort of notion that increasingly, people are going to be building data products and services that can be monetized? And that's kind of goes back to context, the business lines kind of being responsible for their own data, not having to get permission to add another data source. Do you see that trend? Do you see that decentralization trend? Two-part question. And where do you see HPE fitting into that? >> I see, one, that that trend is definitely going to exist. I'll give you an example. I can actually destroy the top two television manufacturers in the world in less than five years. I could take them out of the business and I'll show you how to do it. So I'm going to make you an offer. $15 per month for the next five years. I'm going to give you a 72 inch, is it 74? 75 inch, 75 inch smart TV, 4k, big TV, right? And it comes with a warranty. And if anything breaks, I'm going to return it to you in 48 hours or less with a brand new one. I don't want your personal information. I'm only going to monitor performance data. I want to know the operations. I want to know which supplier lied to me, which components are working, what features you use. I don't need to know your personal viewing habits, okay? Would you take that deal? >> TV is a service, sure, of course I would. >> 15 bucks and I'm going to make you a better deal. For $25 a month, you get to make an upgrade anytime during that five-year period. What would happen to the two largest TV manufacturers if I did that? >> Yeah, they'd be disrupted. Now, you obviously have a pile of VC money that you're going to do that. Will you ever make money at that model? >> Well, here's why I'll get there and I'll explain. What's going to happen is I lock them out of the market for four to five years. I'm going to take 50 to 60% of the market. Yes, I got to raise $10 billion to figure out how to do that. But that's not really what happens at the end. I become a data company because I have warranty data. I'm going to buy a company that does, you know, insurance like in Asurion. I'm going to get break/fix data from like a Best Buy or a company like that. I'm going to get at safety data from an underwriter's lab. It's a competition for data. And suddenly, I know those habits better than anyone else. I'm going to go do other things more than the TV. I'm not done with the TV. I'm going to do your entire kitchen. For $100 a month, I'll do a mid range. For like $500 a month, I'm going to take your dish washer, your washer, your dryer, your refrigerator, your range. And I'll do like Miele, Gaggenau, right? If you want to go down Viking, Wolf, I'll do it for $450 a month for the next 10 years. By year five, I have better insurance information than the insurance companies from warranty. And I can even make that deal portable. You see where we're going? >> Yeah so each of those are, I see them as data products. So you've got your TV service products, you've got your kitchen products, you've got your maintenance, you know, data products. All those can be monetized. >> And I went from TV manufacturer to underwriter overnight. I'm competing on data, on insurance, and underwriting. And more importantly, here's the green initiative. Here's why someone would give me $10 billion to do it. I now control 50% of all power consumption in North America because I'm also going to do HVAC units, right? And I can actually engineer the green capabilities in there to actually do better power purchase consumption, better monitoring, and of course, smart capabilities in those, in those appliances. And that's how you actually build a model like that. And that's how you can win on a data model. Now, where does HPE fit into that? Their job is to bring that data together at the edge. They bring that together in the middle. Then they have the ability to manage that on a remote basis and actually deliver those services in the cloud so that someone else can consume it. >> All right, so if you, you're hitting on something that some people have have talked about, but it's, I don't think it's widely sort of discussed. And that is, historically, if you're in an industry, you're in that industry's vertical stack, the sales, the marketing, the manufacturing, the R&D. You become an expert in insurance or financial services or whatever, you know, automobile manufacturing or radio and television, et cetera. Obviously, you're seeing the big internet giants, those 10 trillion, you know, some of the market caps, they're using data to traverse industries. We've never seen this before. Amazon in content, you're seeing Apple in finance, others going into the healthcare. So they're technology companies that are able to traverse industries. Never seen this before, and it's because of data. >> And it's the collapsing value chains. Their data value chains are collapsing. Comms, media, entertainment, tech, same business. Whether you sell me a live stream TV, a book, a video game, or some enterprise software, it's the same data value stream on multi-sided networks. And once you understand that, you can see retail, right? Distribution, manufacturing collapsed in the same kind of way. >> So Silicon Valley broadly defined, if I can include, you know, Microsoft and Amazon in there, they seem to have a dual disruption agenda, right? One is on the technology front, disrupting, you know, the traditional enterprise business. The other is they're disrupting industries. How do you see that playing out? >> Well the problem is, they're never going to be able to get into new industries going forward because of the monopoly power that people believe they have, and that's what's going on, but they're going to invest in creating joint venture startups in other industries, as they power the tools to enable other industries to jump and leap frog from where they are. So healthcare, for example, we're going to have AI in monitoring in ways that we never seen before. You can see devices enter healthcare, but you see joint venture partnerships between a big hyperscaler and some of the healthcare providers. >> So HPE transforming into a cloud company as a service, do you see them getting into insurance as you just described in your little digital example? >> No, but I see them powering the folks that are in insurance, right? >> They're not going to compete with their customers maybe the way that Amazon did. >> No, that's actually why you would go to them as opposed to a hyperscale that might compete with you, right? So is Google going to get into the insurance business? Probably not. Would Amazon? Maybe. Is Tesla in the business? Yeah, they're definitely in insurance. >> Yeah, big time, right. So, okay. So tell me more about your book. How's it being received? What's the reaction? What's your next book? >> So the book is doing well. We're really excited. We did a 20 city book tour. We had chances to meet everybody across the board. Clients we couldn't see in a while, partners we didn't see in a while. And that was fun. The reaction is, if you read the book carefully, there are $3 trillion market cap opportunities, $1000 billion unicorns that can be built right there. >> Is, do you have a copy for me that's signed? (audience laughing) >> Ray: Sorry (coughs) I'm choking on my makeup. I can get one actually, do you want one? >> Dave: I do, I want, I want one. >> Can someone bring my book bag? I actually have one, I can sign it right here. >> Dave: Yeah, you know what? If we have a book, I'd love to hold it. >> Ray: Do you have any here as well? >> So it's obviously you know, Everybody Wants to Rule the World: Surviving and Thriving in a world of Digital Giants, available, you know, wherever you buy books. >> Yeah, so, oh, are we still going? >> Dave: Yeah, yeah, we're going. >> Okay. >> Dave: What's the next book? >> Next book? Well, it's about disrupting those digital giants and it's going to happen in the metaverse economy. If we think about where the metaverse is, not just the hardware platforms, not just the engines, not just what's going on with the platforms around defy decentralization and the content producers, we see those as four different parts today. What we're going to actually see is a whole comp, it's a confluence of events that's going to happen where we actually bring in the metaverse economy and the stuff that Neal Stephenson was writing about ages ago in Snow Crash is going to come out real. >> So, okay. So you're laying out a scenario that the big guys, the disruptors, could get disrupted. It sounds like crypto is possibly a force in that disruption. >> Ray: Decentralized currencies, crypto plays a role, but it's the value exchange mechanisms in an Algorand, in an Ether, right, in a Cardano, that actually enables that to happen because the value exchange in the smart contracts power that capability, and what we're actually seeing is the reinvention of the internet. So you think, see things like SIOM pop-up, which actually is creating the new set of the internet standards, and when those things come together, what we're actually going to move from is the seller is completely transparent, the buyer's completely anonymous and it's in a trust framework that actually allows you to do that. >> Well, you think about those protocols, the internet protocols that were invented whenever, 30 years ago, maybe more, TCP/IP, wow. I mean, okay. And they've been co-opted by the internet giants. It's the crypto guys, some of the guys you've mentioned that are actually innovating and putting, putting down new innovation really and have been well-funded to do so. >> I mean, I'll give you another example of how this could happen. About four years ago, five years ago, I wanted to buy Air Canada's mileage program, $400 million, 10 million users, 40 bucks a user. What do I want them in a mileage program? Well think about it. It's funded, a penny per mile. It's redeemed at 1.6 cents a mile. It's 2 cents if you buy magazines, 2 1/2 cents if you want, you know, electronics, jewelry, or sporting equipment. You don't lose money on these. CFOs hate them, they're just like (groans) liability on the books, but they mortgage the crap out of them in the middle of an ish problem and banks pay millions of dollars a year pour those mileage points. But I don't want it for the 10 million flyers in Canada. What I really want is the access to 762 million people in Star Alliance. What would happen if I turned that airline mileage program into cryptocurrency? One, I would be the world's largest cryptocurrency on day one. What would happen on day two? I'd be the world's largest ad network. Cookie apocalypse, go away. We don't need that anymore. And more importantly, on day three, what would I do? My ESG here? 2.2 billion people are unbanked in the world. All you need is a mobile device and a connection, now you have a currency without any government regulation around, you know, crayon banking, intermediaries, a whole bunch of people like taking cuts, loansharking, that all goes away. You suddenly have people that are now banked and you've unbanked, you've banked the unbanked. And that creates a whole very different environment. >> Not a lot of people thinking about how the big giants get disintermediated. Get the book, look into it, big ideas. Ray Wang, great to see you, man. >> Ray: Hey man, thanks a lot. >> Hey, thank you. All right and thank you for watching. Keep it right there for more great content from HPE's big GreenLake announcements. Be right back. (bright music)

Published Date : Sep 28 2021

SUMMARY :

reminiscent of the famous but it's good to see you face-to-face. and the information that the Robinhoods and you know, And the fundamental premise And that's really the secret behind that department of the service, and that's the business What's the answer to sort of the more you can capture that context, So how do you see sort of context evolving And when you get the next best action, that you just mentioned, That's the ability to And where do you see So I'm going to make you an offer. TV is a service, to make you a better deal. Will you ever make money at that model? of the market for four to five years. you know, data products. And that's how you can that are able to traverse industries. And it's the collapsing value chains. How do you see that playing out? because of the monopoly power maybe the way that Amazon did. Is Tesla in the business? What's the reaction? So the book is doing well. I can get one actually, do you want one? I actually have one, I Dave: Yeah, you know what? So it's obviously you know, and the stuff that Neal scenario that the big guys, that actually allows you to do that. of the guys you've mentioned in the middle of an ish problem about how the big giants All right and thank you for watching.

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Show Wrap with DR


 

(upbeat music) >> Okay, we're back here in theCUBE, this is day three of our coverage right here in the middle of all the action of Cloud City at Mobile World Congress. This is the hit of the entire show in Barcelona, not only in person, but out on the interwebs virtually, this is a hybrid event. This is back to real life, and theCUBE is here. I'm John Furrier and Dave Vellante and DR is here, Danielle Royston. >> Totally. >> Welcome back to theCUBE for the fourth time now at the anchor desk, coming back, we love you. >> Well, it's been a busy day, it's been a busy week. It's been an awesome week. >> John: Feeling good? >> Oh my God. >> You made the call. >> I've made the call. >> You did on your podcast what, months ago. >> Yeah, right? >> You made the call. >> Made the call. >> You're on the right side of history. >> Right, and people were like, it's going to be canceled. COVID won't be handled, blahbity blah. >> She's crazy. >> Nope, I was just crazy, I'm okay with that, right? >> Crazy good. >> Right, I'm like I'm forward looking in a lot of ways. And we were looking towards June and we're like, I think this is going to be the first event back. >> You know, the crazy ones commercial that Apple ran is one of the best commercials of all time. You can't ignore the crazy ones in a good way. You can't ignore what you're doing. And I think to me, what I'm so excited about is cause we've been covering cloud we're cloud bigots, we love the cloud, public cloud. We've been on that train from day one. But when you hear the interviews we did here in theCUBE and interviews that we talked about with the top people, Google, Amazon Web Services. We're talking about the top people, both technology leaders like Bill Vass and the people who run the telecom verticals like Alfonzo, Adolfo, I mean, Hernandez. We had Google's top networking executive, we had their industry leader and the telecom, Microsoft and the Silicon all are validating, and it's like, surround sound to what you're saying here, and it cannot be ignored. >> I mean, we are coming to a big moment in Telco, right? And I mean, I've been saying it's coming. I called 2021, the year of Public Cloud and Telco. It helped that Erickson bailed. So thank you, Erickson people. >> It was a gift. >> It was a gift. >> It was. >> It really was a gift. And it was not just for me, but I think also for the vendors in the booth, I mean, we have a Cloud City army, right? Here we go, let's start marching, and it's awesome. >> He reminds me of that baseball player that took a break, cause he had a hangover and, Cal Ripkin. >> Cal Ripkin? >> Yeah, what was that guy's name? >> Did that really happen? >> Yeah, he took a break and uh- >> New guy stepped in. >> Yeah, and so well, not Cal Ripkin. >> No, no, so before, you want to know, who was it, Lou Gehrig? >> Lou Gehrig, yeah, Lou Gehrig. >> Right, so, Lou Gehrig was nobody, and we can't remember the guy's name, nobody knows the guy's name, what was that guy's name? Nobody knows, oh, there's Lou Gehrig, he got hurt. He sat out and Lou Gehrig replaced him and never hear of him again. >> Danielle: Love it, I'll take that. >> Never, never missed a game for his entire career. So again, this is what Erickson did, they just okay, take a break. >> Yeah, but I mean, it's been great again. I had a great day yesterday, my keynote was delivered. Things are going well with the booth, we had Jon Bon Jovi. I mean, that was just epic and it was acoustic and it was right after lockdown. I think everyone was really excited to be there. But I was talking to a vendor that said we'd been able to accomplish in three days, what normally it would take three years from a sales funnel perspective. I mean, that's big and that's not me. That's not my organization. That's other organizations that are benefiting from this energy. Oh, it's awesome. >> The post isolation economy has become a living metaphor for transformation, and I've been trying to sort of grok and put the pieces together as to how this thing progresses in my interview with Portal One in particular really brought it into focus for me, anyway, I'd love to get your thoughts. One of the things we haven't talked much about is public policy, and I think about all the time, all the discussion in the United States about infrastructure, this is critical infrastructure, right? And the spectrum is a country like South Africa saying, come on in, we want to open up. We want to innovate, to me, that's the model for these tier two and tier three Telcos that are just going to disrupt the big guys, whereas, maybe China's maybe on the other end of the spectrum, very controlling, but it's the former that is going to adopt the cloud sooner, and it's going to completely transform the next decade. >> Yeah, I think this is a great technology for a smaller challenge or CSP that still is a large successful company to challenge the incumbents that are, they are dinosaurs too, they move a little bit slow, and maybe if you're a little bit faster, quicker dinosaur you'll survive longer, maybe you'll be able to transform and, and a public cloud enables that. And I think, you know I'm playing the long game here, right? Is public cloud already for every Telco in every corner of the world, no. And there's a couple of things that are barriers to that. We don't really talk about the downsides, and so maybe we sort of wrap up with- there are challenges and acknowledge there are challenges, you know, in some cases their data regulations and issues, right? And you can't right? There's not a hyperscaler in your country, right? And so you're having a little bit of challenges, but you trend this out over 10 years and then pace it with the hyperscalers that are building new data centers. They're each at 25 plus each, you know, plus or minus a few, right? They're marching along, and you trend this out over 10 years, I think one of two things happened, your data regulations are eased or a hyperscaler appears in a place you can use it, and those points converge and hopefully the software's there, and that's my effort and (claps) yeah. >> Dave: You know what's an interesting trend, DR and John, that is maybe a harbinger to this, is you just mentioned something. If the hyperscalers might not have a presence in, in a country, you know what they're doing? And our data shows this, I do that weekly series breaking analysis and the data Openstack was popping up. Like where does OpenStack come from, well, guess what, when you cut the data, it was Telcos using open source to build clouds in regions where there was no hyperscalers. >> It's a gap filler. >> Yeah, it's a gap filler, it's a bandaid. >> But I think this is where, like. outpost is such a great idea, right? Like getting outposts, and I think Microsoft has the ability to do this as well, Google less so, right? They're not providing the staff, they're doing Anthos. So you're still managing this, the rack, but they're giving you the ability to tap into their services. But I was talking to a CTO in Bolivia. He was like, we have data privacy issues in our country. There's no hyperscaler, not sure Bolivia is like next on the list for AWS, right? But he's like, I'm going to build my own public cloud. And I'm like why would you do that when you can just use outposts? And then when your data regulations release, where they get to Bolivia, you can switch and you're on the stack, and you're ready to go. I think that's what you should do. You should totally do that. >> John: Yeah, one of the things that's come up on here in the interviews, in theCUBE and here, the show is that there are risk takers and innovators and there's operators. And this has been the consistent theme around, yeah, the on-premises world you mentioned this regulation reasons, and or some workflows just have to be on premise for security reasons, whatever, that's the corner case. But the operating model of the technology architecture is shifted. And that reality, I don't think is debatable, so I find it, I got to ask you this because I'm really curious. I know you get a lot of people staring at ya, oh the public cloud's just a hosting, but why aren't people getting this architectural shift? I mean, you mentioned outpost and wavelength, which Amazon has, is a game changer. It's Amazon cloud at the hub. >> Yeah, at the edge. >> Okay, that's a low latency, again, low-hanging fruit applications, real buys, whatnot. I mean, that's an architectural dot that's been connected. Why are people getting it. >> In our industry, I think it is a lot of not invented here syndrome, right? And that's a very sort of nineties thought and I have been advocating stand on the shoulders of the greatest technologists in the world, right, and you know, there's, there is a geopolitical US thing, I think we lived through a presidency that had a sort of nationalistic approach and a lot of those conversations pop up, but I've also looked to these guys and I'm like, you're still, you still have your Huawei kit installed. And there's concerns with that too. So, and you picked it because of cost, and it's really hard to switch off of, so give me a break with your public cloud USA stuff, right? You can use it, you're just making excuses, you're just afraid. What are you afraid of, the HR implications? Let's talk about that, right? And the minute I take it there, conversation changes. >> Yeah, I talked to Teresa Carlson when she was running the public sector at AWS, she's now president of Splunk. I call her a Renaissance woman. She's been a great leader and public sector for this weird little pocket of AWS where it's a guess a sales division, but it's still its own company. >> Danielle: Yeah. >> And she's, did the CIA deal, the DOD, and the public sector partnerships are now private, a lot more private relationships, So it's not like just governments, you mentioned government and national security, and these things, you started to see the ecosystem not, not just be about companies, >> Danielle: Yeah. >> Government and private sector. So this whole vibe of the telecom being regulated, unregulated, unbundled is an interesting kind of theory. What's your thoughts and reactions to this, kind of this, melting pot of ecosystem change and evolution? >> Danielle: Yeah, I mean. I think there's a very nationalistic approach by the Telcos, right? They sort of think about the countries that they operate in. There's a couple of groups that go across multiple countries, but can there be a global Telco? Can that happen, right? Just like we say, you were saying it earlier, Netflix, right? You can say Netflix, UK. Right, and so can we have a global Telco, right. That is challenging on a lot of different levels. But think about that in a public cloud start to enable that idea, right? Elon Musk is going to get to Mars. You need a planetary level Telco. And I can, I think that day is, I mean, I don't think it's tomorrow, but I think that's like 10, 20 years away. >> Dave: You're done, we're going to see it start this decade, it's already starting. We're going to see the fruits of that dividend. >> Danielle: Yeah, it's crazy. >> I've got to ask you, you're a student of the industry and you get so much experience, it's great to have you on theCUBE and chat about, riff about these things, but, the classic who's ready for disruption question comes up, and I think there's no doubt that the Telcos as an industry has been slow moving and the role and the importance has changed. People need the need to have the internet access they need to access. >> Yeah. >> So, and you've got the edge, now applications are now running on it, since the iPhone 14 years ago, as you pointed out, people now are interested in how packets move. That's fast whether it's a doctor or an emergency worker or someone. >> Danielle: What we have done in 2020 without the internet and broadband and our mobile phones, I mean? >> You know, I think about 1920 when the Spanish flu pandemic hit a hundred years ago, those guys did not have mobile phones and they must have been bored, right? I mean, what are you going to do, right? And so, yeah I think last year really moved a lot of thinking forward in this respect, so. >> Yeah, it's always like that, that animal out in the Serengeti that gets taken down, you know, by the cheetah or the lion. How do know when someone is going to be disrupted What's the, what's the tell sign in your mind, you look at the Telco landscape. What is someone waiting to be disrupted or replaced like? >> You know what they're ostriches, how do you say that word, right? They stick their head in the sand. Like I don't want to talk about it, la la la, I don't want to, I don't want to think about it. You know, they bring up all these like roadblocks, and I'm like, okay, I'm going to come visit you in another six months to a year, and let's see what happens when the guys that are moving fast that are open-minded to this, and it's, I mean, when you start to use the public cloud, you don't, like, turn it on overnight. You start experimenting, right? You start, you take an application that is non-threatening. You have, I mean, these guys are running thousands of apps inside their data centers. Pick some boring ones, pick some old ones that no one likes, and move that to the public cloud, play with it. Right, I'm not talking about moving a whole network overnight tomorrow. You got to learn, you have no, I mean, very little talent in the Telco that know how to program against the AWS stack. Start hiring, start doing it, and you're going to start to learn about the compensation, and I used to do compensation, right? I spent a lot of time in HR, right? The compensation points and structures, they compare AWS and Google, versus a Telco. Do you want Telco stock? Do you want Google stock? >> Dave: Right, where do you want to go? >> Right, right? like that's going to challenge the HR organization in terms of compensate. How do we compensate our people when they're learning these new valuable skills? >> When you think about disruption, you know, the master or the professor of disruption, Clay Christensen, one of the best lectures he ever gave was who at Cambridge, and he gave a lecture on the steel industry, and he was describing it, it was like four layers of value in the steel industry, the value chain, it started with rebar, like the lowest end, right? >> Danielle: Yeah yeah. >> And the Telco's actually the opposite, so that, you know, when, when the international companies came in, they went after rebar, and the higher end steel companies said, nah, let them have it, that's the low margin stuff. And then eventually, uh, when they got up to the high end. >> Danielle: It was over, yeah. >> The Telcos are the opposite. They're like, the, you know, in the, in the conductivity and they're hanging on to that because it's so big, but all the high value stuff, it's already gone to the, over the top players, right. >> It's being eaten away, and I'm like, what is going to wake you guys up to realize those are your competitors, that's where the battle is, right? >> John: That's really where the value is. >> The battle of the bastards, you're there by yourself, like "Game of Thrones" and they're coming at you. >> John: You need a dragon. >> What are you doing about it? >> John: I need a dragon to compete in this market. Riding a dragon would be a good strategy. >> I know, I was just watching. Cause I have a podcast, I have a podcast called "Telco In 20" and we always put like little nuggets in the show notes, I personally reviewed them, I was just reviewing the one for the keynote that we're putting out, and I had a dragon in my keynote, right? It was a really great moment, it was really fun to do, but there's, I don't know if you guys are "Game of Thrones" fans. >> Yeah. >> Sure. >> Right, but there's a great moment when Daenerys gets her dragons, the baby dragons, and she takes over the Unsullied Army, right? And it's just this, right? Like all of a sudden the tables turn in an instant where she has nothing, and she's like on her quest, right. I'm on a quest. >> Dave: Comes out of the fire. >> Right, comes out of the fire, the unburnt, right? She has her dragons, right? She has them hatch. She takes over the Unsullied Army, right? Slaves, it starts her march, right? And I'm like, we're putting that clip into the show notes because I think that's where we are. I think I've hatched some dragons, right? The Cloud City army, let's go, let's go take on Telco. >> John: Well, I mean, this to me. >> Easy. >> It definitely have made, made it happen because I heard many people talking about cloud, this is turning into a cloud show. The question is, when does this going to be a cloud show? That's just Cloud City, it's a big section of the show. I mean, all the big players are behind it. >> Danielle: Yeah, yeah. >> Amazon Web Services, Google Azure, Ecosystem, startups, thinking differently, but everyone's agreeing why aren't we doing this? >> I think, like I said, I mean, people are like, you're such a visionary, and how did, why do you think this will work, I'm like, it's worked in every other industry. Am I really that visionary, and like, these are the three best tech companies in the world, like, are, are you kidding me? And so I think we've shown the momentum here. I think we're looking forward to 2022, you know? And that we see 2022, you got to start planning this the minute we get back, right? Like I wouldn't recommend doing this in a hundred days again, that was a very painful, but you know, February, I was, there's a sign inside NWC, February 28th. Right, we're talking seven months. You got to get going now. >> John: Let's get on the phone. >> With Telco, I mean, I think you're right on. I mean, you know, remember Skype, in the early days, right? >> Danielle: Yeah, yeah. >> It wasn't regional. It was just, plug into the internet. >> Danielle: It was just Skype, it was just WhatsApp. >> Well this is a great location, if you can get a shot guys of the people behind us, I don't know if you can, if you're watching check out the scene here, It's winding down, a lot of people having happy hour. Now this is a social construct here at Cloud City, not only is it chock full of information, reporting that we're doing and getting all the data and with the presentations on the main stage, with Adam and the studio and the team, this is a place where people are meeting and there's deals being done face to face, intimate relationships, the best of the best are here, they make the trek. So there's been a successful formula. Of course theCUBE is in the middle of all the action, which we love, we're psyched to be back. I want to thank you personally, while we have you on stage here. >> I want to thank you guys, and the crew, the crew has been amazing, turning out videos on short order. We have all these crews in different cities, it's, our own show has been virtual. You know, Adam's in Bristol, right? We're here, this was an experiment, we talked about this a hundred days ago, 90 days ago. Could we get theCUBE there, do the show but also theCUBE. >> You are a visionary, you said made for TV hybrid event with your team, produce television shows, theCUBE, we're digital, we love you guys, great alignment, but it's magical because the content doesn't end here, the show might end, they might break down the beautiful plants and the exhibits, but the community is going to continue, the content and the conversations. >> Yeah. >> So, we were looking forward to it and- >> I'm super glad, super glad we did this. >> Awesome, well, any final moments that you would like to share in the last two minutes we have, favorite moments, observations, funny things that have happened to you, weird things that have happened to you, share something that people might not know, or a favorite moment? >> I think, I don't know that people know, we have a 3D printer in the coffee shops, and so you can upload any picture and they're 3d printing, coffee art, right? So I've been seeing lots of social posts around people uploading their, their logos and things like that. I think Jon Bon Jovi, he was super thankful to be back. He thanked me personally two different times of like, I'm just glad to be out in front of people. And I think just even just the people walking around, thank you for being brave, thank you for coming back. You've helped Barcelona and we're happy to be together. Even if it is with masks, it's hard to do business with masks on, everyone's happy and psyched. >> John: Well the one thing that people cannot do relative to you is they cannot ignore you. You are making a great big wave. >> Danielle: I shout pretty loud, It's kind of hard to ignore me. >> You're making a great big wave, you're on the right side, we believe, of history, public cloud is driving the bus down main street of Cloud City, and if people don't get out of the way, they will be under the bus. >> I'm, like I said, in my keynote, it's go time let's do it. >> Okay. Thank you so much for all your attention and mission behind the cloud and the success. >> Danielle: We'll do it again. We're going to do it again soon. >> After Togi's a hundred million dollar investment, you're the CEO of Togi that, let's follow that progress, and of course, Telco DR, Danielle Royston, the digital revolution. Thanks for coming on with you. >> Thank you guys, it was super fun. >> This is theCUBE I'm John Furrier with Dave Vallante, we're going to send it back to Adam in the studio. Thanks, the team here. >> Woo! (audience applauding) >> I want to thank the team, everyone here, Adam is great, Chloe. >> Great working with you guys. >> Awesome, and what a great crew. >> So great. >> Thank you everybody. That's it for theCUBE, here on the last day, Wednesday of theCUBE, stay tuned for tomorrow more action on the main stage, here in Cloud City. Thanks for watching.

Published Date : Jul 3 2021

SUMMARY :

This is the hit of the for the fourth time now Well, it's been a busy You did on your Right, and people were like, I think this is going to and the people who run the I called 2021, the year I mean, we have a Cloud City army, right? He reminds me of that baseball nobody knows the guy's name, So again, this is what Erickson did, I mean, that was just One of the things we haven't in every corner of the world, no. and the data Openstack was popping up. Yeah, it's a gap I think that's what you should do. I got to ask you this I mean, that's an architectural And the minute I take it Yeah, I talked to Teresa Carlson and reactions to this, by the Telcos, right? We're going to see the and the role and the since the iPhone 14 years I mean, what are you going to do, right? that animal out in the and it's, I mean, when you challenge the HR organization and the higher end steel The Telcos are the opposite. The battle of the bastards, to compete in this market. the one for the keynote and she takes over the Right, comes out of the I mean, all the big players are behind it. the minute we get back, right? I mean, you know, remember Skype, It was just, plug into the internet. Danielle: It was just and getting all the data I want to thank you guys, and the crew, but the community is going to continue, and so you can upload any picture John: Well the one It's kind of hard to ignore me. don't get out of the way, I'm, like I said, in my and mission behind the We're going to do it again soon. Danielle Royston, the digital revolution. Thanks, the team here. I want to thank the on the main stage, here in Cloud City.

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Show Wrap with DR


 

(upbeat music) >> Hey, we're back here in theCube. This is day three of our coverage right here in the middle of all the action of Cloud City at Mobile World Congress. This is the hit of the entire show in Barcelona, not only in person, but out on the interwebs virtually. This is a hybrid event. This is back to real life, and theCube is here. I'm John Furrier with Dave Vellante and D. R. is here, Danielle Royston. >> Totally. >> Welcome back to theCube for fourth time. now at the anchor desk, coming back. >> I don't know. It's been a busy day. It's been a busy week. It's been an awesome week. >> Dave: Feeling good? >> Oh, my god. >> You made the call. >> I made the call. You finished your podcast, what months ago? >> Yeah. >> Made the call. >> Made the call. You're on the right side of history. >> Right? And people were like, "It's going to be canceled. COVID won't be handled." Blahbity blah. >> She's crazy. >> And I'm like, nope. She's crazy. I'm okay with that. Right? But I'm like... >> Crazy good. >> Right, I'm like, I'm forward-looking in a lot of ways. And we were looking towards June, and we're like, "I think this is going to be the first event back. We're going to be able to do it." >> You know, the crazy one's commercial that Apple ran, probably one of the best commercials of all time. You can't ignore the crazy ones in a good way. You can't ignore what you're doing. And I think to me, what I'm so excited about is, 'cause we've been covering cloud. We're cloud bigots. We love the cloud, public cloud. We've been on that train from day one. But when you hear the interviews we did here on theCube and interviews that we talked about with the top people, Google, Amazon Web Services. We're talking about the top people, both technology leaders like Bill Vass and the people who run the Telecom Verticals like Alf, Alfonzo. >> Danielle: Yeah. >> Adolfo, I mean, Hernandez. >> Danielle: Yeah. >> We had Google's top networking executive. We had their industry leader in the telecom, Microsoft, and the Silicon. All are validating, and it's like surround sound to what you're saying here. And it cannot be ignored. >> I mean, we are coming to a big moment in Telco, right? And I mean, I've been saying that it's coming. I called 2021, the year of public cloud and Telco. It helped that Ericcson bailed. So thank you, Ericcson people. >> Dave: It was a gift. >> It was a gift. >> John: It really was. >> It really was a gift. And it was not just for me, but I think also for the vendors in the booth. I mean, we have a Cloud City army, right? Here we go. Let's start marching. And it's awesome. >> He reminds me of that baseball player that took a break 'cause he had a hangover and Cal Ripken. >> Cal Ripken, right, yeah, yeah. What was that guy's name? >> Did it really happen? >> Yeah, he took a break and... >> The new guy stepped in? >> Yeah, and so we'll go to Cal Ripken. >> No, no, so before it was it? Lou Gehrig. >> Lou Gehrig, yeah. >> Right, so Lou Gehrig was nobody. And we can't remember the guy's name. Nobody knows the guy's name. >> Danielle: Yeah, yeah. >> What was that guy's name? Nobody knows. Oh, 'cause Lou Garrett, he got hurt. >> Danielle: And Lou Gehrig stepped in. >> He sat out, and Lou Gehrig replaced him. >> Danielle: Love it. >> And never heard of him again. >> Danielle: I'll take that. >> Never missed a game. Never missed a game for his entire career. So again, this is what Ericcson did. They just okay, take a break and... >> But I mean, it's been great. Again, I had a great day yesterday. My keynote was delivered. Things are going well with the booth. We had Jon Bon Jovi. I mean, that was just epic, and it was acoustic, and it was right after lockdown. I think everyone was really excited to be there. But I was talking to a vendor that said we'd been able to accomplish in three days what normally it would take three years from a sales funnel perspective. I mean, that is, that's big, and that's not me. That's not my organization. That's other organizations that are benefiting from this energy. Oh, that's awesome. >> The post-isolation economy has become a living metaphor for transformation. And I've been trying to sort of grok and put the pieces together as to how this thing progresses. And my interview with Portaone, in particular, >> Danielle: Yeah. >> really brought it into focus for me, anyway. I'd love to get your thoughts. One of the things we haven't talked much about is public policy. And I think about all the time, all the discussion in the United States about infrastructure, this is critical infrastructure, right? >> Danielle: Yeah. >> And the spectrum is a country like South Africa saying, "Come on in. We want to open up." >> Danielle: Yeah. >> "We want to innovate." And to me that's to me, that's the model for these tier two and tier three telcos that are just going to disrupt the big guys. Whereas, you know, China, may be using the other end of the spectrum, very controlling, but it's the former that is going to adopt the cloud sooner. It's going to completely transform the next decade. >> Yeah, I think this is a great technology for a smaller challenger CSP that still is a large successful company to challenge the incumbents that are, they are dinosaurs too. They move a little bit slow. And maybe if you're a little bit faster, quicker dinosaur you'll survive longer. Maybe it will be able to transform and a public cloud enables that. And I think, you know, I'm playing the long game here, right? >> Dave: Yeah. >> Is public cloud ready for every telco in every corner of the world? No. And there's a couple of things that are barriers to that. We don't really talk about the downsides, and so maybe we sort of wrap up with, there are challenges, and I acknowledge there are challenges. You know, in some cases there are data regulations and issues, right? And you can't, right? There's not a hyperscaler in your country, right? And so you're having a little bit of challenges, but you trend this out over 10 years and then pace it with the hyperscalers are building new data centers. They're each at 25 plus each, plus or minus a few, right? They're marching along, and you trend this out over 10 years, I think one of two things happens. Your data regulations are eased or you a hyperscaler appears in a place you can use it. And those points converge, and hopefully the software's there, and that's my effort. And, yeah. >> You know what's an interesting trend, D. R., John? That is maybe a harbinger to this. You just mentioned something. If the hyperscalers might not have a presence in a country, you know what they're doing? And our data shows this, I do that weekly series "Breaking Analysis," and the data, OpenStack was popping up. >> Danielle: Yeah. >> Like where does OpenStack come from? Well, guess what. When you cut the data, it was telcos using open source to build clouds in regions where there was no hyperscaler. >> Where it didn't exist, yeah. >> So it's a-- >> Gap-filler. >> Yeah, it's a gap-filler. It's a Band-aid. >> But I think this is where like Outpost is such a great idea, right? Like getting Outposts, and I think Microsoft has the ability to do this as well, Google less so, right. They're not providing the staff. They're doing Anthos, so you're still managing this, the rack, but they're giving you the ability to tap into those services. But I was talking to a CE, a CTO in Bolivia. He was like, "We have data privacy issues in our country. There's no hyperscaler." Not sure Bolivia is like next on the list for AWS, right? But he's like, "I'm going to build my own public cloud." And I'm like, "Why would you do that when you can just use Outposts?" And then when your data regulations release or there's a, they get to Bolivia, you can switch and you're on the stack and you're ready to go. I think that's what you should do. You should totally do that. >> Yeah, and one of the things that's come up here on the interviews and theCube and here, the show, is that there are risk takers and innovators and there's operators. And this has been the consistent theme around, yeah, the on-premises world. You mentioned this regulation reasons and/or some workflows just have to be on premise for security reasons, whatever. That's the corner case. >> Danielle: Yeah. >> But the operating model of the technology architecture is shifted. >> Danielle: Yep. >> And that reality, I don't think, is debatable. So I find it. I've got to ask you this because I'm really curious. I know you get a lot of people steering 'ya, oh the public cloud's just a hosting, but why aren't people getting this architectural shift? I mean, you mentioned Outpost, and Wavelength, which Amazon has, is a game changer. It's Amazon Cloud at the hub. >> Yeah, at the edge, yeah. >> Okay, that's a low latency again, low-hanging fruit applications, robotics, whatnot. I mean, that's an architectural dot that's been connected. >> Yeah. >> Why aren't people getting it? >> In our industry, I think it is a lot of not invented here syndrome, right? And that's a very sort of nineties thought, and I have been advocating stand on the shoulders of the greatest technologists in the world. Right? And you know, there is a geopolitical US thing. I think we lived through a presidency that had a sort of nationalistic approach and a lot of those conversations pop up, but I've also looked to these guys and I'm like, you still have your Huawei kit installed, and there's concerns with that, too. So, and you picked it because of cost. And it's really hard to switch off of. >> John: Yeah. >> So give me a break with your public cloud USA stuff, right? You can use it. You're just making excuses. You're just afraid. What are you afraid of? The HR implications? Let's talk about that, right? And the minute I take it there, conversation changes. >> I talked to Teresa Carlson when she was running the public sector at AWS. She's now president of Splunk. I call her a Renaissance woman. She's been a great leader. In public sector there's been this weird little pocket of AWS where it's, I guess, a sales division, but it's still its own company. >> Danielle: Yeah. >> And she just did the CIA deal. The DOD and the public sector partnerships are now private, a lot more private relationships. So it's not like just governments. You mentioned government and national security and these things. You start to see the ecosystem, not, not just be about companies, government and private sector. So this whole vibe of the telecomm being regulated, unregulated, unbundled is an interesting kind of theory. What's your thoughts and reactions to this kind melting pot of ecosystem change and evolution? >> Yeah, I mean, I think there's a very nationalistic approach by the telcos, right? They sort of think about the countries that they operate in. There's a couple of groups that go across multiple countries, but can there be a global telco? Can that happen, right? Just like we say, you were saying it earlier, Netflix. Right? You didn't say Netflix, UK, right? And so can we have a global telco, right? That is challenging on a lot of different levels. But think about that in a public cloud starts to enable that idea. Right? Elon Musk is going to get Mars. >> Dave: Yep. >> John: Yeah. >> You need a planetary level telco, and I think that day is, I mean, I don't think it's tomorrow, but I think that's like 10, 20 years away. >> You're done. We're going to see it start this decade. It's already starting. >> Danielle: Yeah. >> But we're going to see the fruits of that dividend. >> Danielle: Right, yeah. >> I got to ask you. You're a student of the industry and you got so much experience. It's great to have you on theCube and chat about, riff about, these things, but the the classic "Who's ready for disruption?" question comes up. And I think there's no doubt that the telcos, as an industry, has been slow moving, and the role and the importance has changed. People need the need to have the internet access. They need to access. >> Danielle: Yeah. >> So and you've got the Edge. Now applications are now running on a, since the iPhone 14 years ago, as you pointed out, people now are interested in how packets move. >> Danielle: Yeah. >> That's fast, whether it's a doctor or an emergency worker or someone. >> What would we have done in 2020 without the internet and broadband and our mobile phones? I mean. >> Dave: We would have been miserable. >> You know, I think about 1920 when the Spanish flu pandemic hit a hundred years ago. Those guys did not have mobile phones, and they must have been bored, right? I mean, what are you going to do? Right? And so, yeah, I think, I think last year really moved a lot of thinking forward in this respect, so. >> Yeah, it's always like that animal out in the Serengeti that gets taken down, you know, by the cheetah or the lion. How do you know when someone is going to be disrupted? What's the, what's the tell sign in your mind? You look at the telco landscape, what is someone waiting to be disrupted or replaced look like? >> Know what? They're ostriches. Ostriches, how do you say that word right? They stick their head in the sand. Like they don't want to talk about it. La, la, la, I don't want to. I don't want to think about it. You know, they bring up all these like roadblocks, and I'm like, okay, I'm going to come visit you in another six months to a year, and let's see what happens when the guys that are moving fast that are open-minded to this. And it's, I mean, when you start to use the public cloud, you don't like turn it on overnight. You start experimenting, right? You start. You take an application that is non-threatening. You have, I mean, these guys are running thousands of apps inside their data centers. Pick some boring ones. Pick some old ones that no one likes. Move that to the public cloud. Play with it, right? I'm not talking about moving your whole network overnight tomorrow. You got to learn. You have no, I mean, very little talent in the telco that know how to program against the AWS stack. Start hiring. Start doing it. And you're going to start to learn about the compensation. And I used to do compensation, right? I spent a lot of time in HR, right? The compensation points and structures, and they can bear AWS and Google versus a telco. You want Telco stock? Do you want Google stock? >> John: Right, where do you want to go? >> Right? Right? And so you need to start. Like that's going to challenge the HR organization in terms of compensate. How do we compensate our people when they're learning these new, valuable skills? >> When you think about disruption, you know, the master or the professor of disruption, Clay Christensen, one of the best lectures he ever gave is we were at Cambridge, and he gave a lecture on the steel industry and he was describing it. It was like four layers of value in the steel industry, the value chain. It started with rebar, like the lowest end. Right? >> Danielle: Yeah, yeah. >> And the telco's actually the opposite. So, you know, when the international companies came in, they went after rebar, and the higher end steel companies said, "Nah, let them have it." >> Danielle: Let it go. >> "That's the low margin stuff." And then eventually when they got up to the high end, they all got killed. >> Danielle: It was over, yeah. >> The telcos are the opposite. They're like, you know, in the connectivity, and they're hanging on to that because it's so big, but all the high value stuff, it's already gone to the over-the-top players, right? >> It's being eaten away. And I'm like, "What is going to wake you guys up to realize those are your competitors?" That's where the battle is, right? >> Dave: That's really where the value is. >> The battle of the bastards. You're there by yourself, the Game of Thrones, and they're coming at you. >> John: You need a dragon. >> What are you doing about it? >> I need a dragon. I need a dragon to compete in this market. Riding on the dragon would be a good strategy. >> I know. I was just watching. 'Cause I have a podcast. I have a podcast called "Telco in 20," and we always put like little nuggets in the show notes. I personally review them. I was just reviewing the one for the keynote that we're putting out. And I had a dragon in my keynote, right? It was a really great moment. It was really fun to do. But there's, I don't know if you guys are Game of Thrones fans. >> Dave: Oh, yeah. >> John: For sure. >> Right? But there's a great moment when Daenerys guts her dragons, the baby dragons, and she takes over the Unsullied Army. Right? And it's just this, right? Like all of a sudden, the tables turn in an instant where she has nothing, and she's like on her quest, right? I'm on a quest. >> John: Comes out of the fire. >> Right, comes out of the fire. The unburnt, right? She has her dragons, right? She has them hatch. She takes over the Unsullied Army, right? Slays and starts her march, right? And I'm like, we're putting that clip into the show notes because I think that's where we are. I think I've hatched some dragons, right? The Cloud City Army, let's go, let's go take on Telco. >> John: Well, I mean to me... >> Easy. >> I definitely have made it happen because I heard many people talking about cloud. This is turning into a cloud show. The question is, when does this be, going to be a cloud show? You know it's just Cloud City is a big section of the show. I mean, all the big players are behind it. >> Danielle: Yeah, yeah. >> Amazon Web Services, Google, Azure, Ecosystem, startups thinking differently, but everyone's agreeing, "Why aren't we doing this?" >> I think, like I said, I mean, people are like, you're such a visionary. And how did, why do you think this will work? I'm like, it's worked in every other industry. Am I really that visionary? And like, these are the three best tech companies in the world. Like, are you kidding me? And so I think we've shown the momentum here. I think we're looking forward to 2022, you know? And do we see 2022, you get to start planning this the minute we get back. Right? >> John: Yeah. >> Like I wouldn't recommend doing this in a hundred days again. That was a very painful, but you know, February, I was, there's a sign inside NWC, February 28th, right? We're talking seven months. You got to get going now. >> John: Let's get on the phone. (John and Dave talking at the same time) >> I mean, I think you're right on. I mean, you know, remember Skype in the early days? >> Danielle: Yeah, yeah, yeah, yeah. >> It wasn't regional. >> Danielle: Yeah. >> It was just plug into the internet, right? >> Danielle: It was just Skype. It was just WhatsApp. >> Well, this great location, and if you can get a shot, guys, of the people behind us. I don't know if you can. If you're watching, check out the scene here. It's winding down. A lot of people having happy hour now. This is a social construct here at Cloud City. Not only is it chock full of information, reporting that we're doing and getting all the data and with the presentations on the main stage with Adam and the studio and the team. This is a place where people are meeting and there's deals being done face to face, intimate relationships. The best of the best are here. They make the trek, so there's been a successful formula. Of course theCube is in the middle of all the action, which we love. We're excited to be back. I want to thank you personally while we have you on stage here. >> I want to thank you guys and the crew. The crew has been amazing turning out videos on short order. We have all these crews in different cities. It's our own show has been virtual. You know, Adam's at Bristol, right? We're here. This was an experiment. We talked about this a hundred days ago, 90 days ago. Could we get theCube there and do the show, but also theCube. >> You are a visionary. And you said, made for TV hybrid event with your team, reduced television shows, theCube. We're digital. We love you guys. Great alignment, but it's magical because the content doesn't end here. The show might end. They might break down the beautiful plants and the exhibits, but the community is going to continue. The content and the conversations. >> Yeah. >> So. >> We are looking forward to it and. >> Yeah, super-glad, super-glad we did this. >> Awesome. Well, any final moments that you would like to share? And the last two minutes we have, favorite moments, observations, funny things that have happened to you, weird things that have happened to you. Share something that people might not know or a favorite moment. >> I think, I mean I don't know that people know we have a 3D printer in the coffee shops, and so you can upload any picture, and there are three 3D printing coffee art, right? So I've been seeing lots of social posts around people uploading their, their logos and things like that. I think Jon Bon Jovi, he was super-thankful to be back. He thanked me personally two different times of like, I'm just glad to be out in front of people. And I think just even just the people walking around, thank you for being brave, thank you for coming back. You've helped Barcelona, and we're happy to be together even if it is with masks. It's hard to do business with masks on. Everyone's happy and psyched. >> The one thing that people cannot do relative to you is they cannot ignore you. You are making a great big waves. >> Danielle: I shout pretty loud. It's kind of hard to ignore me. >> Okay, you're making a great big wave. You're on the right side, we believe, of history. Public cloud is driving the bus down main street of Cloud City, and if people don't get out of the way, they will be under the bus. >> And like I said, in my keynote, it's go time. Let's do it. >> Okay, thank you so much for all your tension and mission behind the cloud and the success of... >> Danielle: We'll do it again. We're going to do it again soon. >> Ketogi's hundred million dollar investment. Be the CEO of Togi as we follow that progress. And of course, Telco D. R. Danielle Royston, the digital revolution. Thanks for coming on theCube. >> Thank you, guys. It was super-fun. Thank you so much. >> This is theCube. I'm John Furrier with Dave Vellante. We're going to send it back to Adam in the studio. Thanks the team here. (Danielle clapping and cheering) I want to thank the team, everyone here. Adam is great. Chloe, great working with you guys. Awesome. And what a great crew. >> So great. >> Thank you everybody. That's it for theCube here on the last day, Wednesday, of theCube. Stay tuned for tomorrow, more action on the main stage here in Cloud City. Thanks for watching.

Published Date : Jul 1 2021

SUMMARY :

This is the hit of the now at the anchor desk, coming back. I don't know. I made the call. You're on the right side of history. "It's going to be canceled. And I'm like, nope. be the first event back. And I think to me, what Microsoft, and the Silicon. I called 2021, the year I mean, we have a Cloud City army, right? He reminds me of that What was that guy's name? No, no, so before it was it? Nobody knows the guy's name. What was that guy's name? He sat out, and Lou So again, this is what Ericcson did. I mean, that was just epic, and put the pieces together as One of the things we And the spectrum is a country end of the spectrum, And I think, you know, and hopefully the software's there, and the data, OpenStack was popping up. When you cut the data, Yeah, it's a gap-filler. I think that's what you should do. Yeah, and one of the things of the technology architecture is shifted. I mean, you mentioned Outpost, I mean, that's an architectural of the greatest And the minute I take it I talked to Teresa Carlson The DOD and the public sector approach by the telcos, right? I don't think it's tomorrow, We're going to see it start this decade. the fruits of that dividend. People need the need to since the iPhone 14 years That's fast, whether it's a doctor I mean. I mean, what are you going to do? You look at the telco landscape, in the telco that know how to And so you need to start. on the steel industry And the telco's actually the opposite. "That's the low margin stuff." in the connectivity, "What is going to wake you guys up The battle of the bastards. I need a dragon to compete in this market. And I had a dragon in my keynote, right? Like all of a sudden, the that clip into the show notes I mean, all the big players are behind it. in the world. You got to get going now. (John and Dave talking at the same time) I mean, you know, remember Danielle: It was just Skype. and getting all the data I want to thank you guys and the crew. but the community is going to continue. super-glad we did this. And the last two minutes we have, And I think just even just relative to you is they cannot ignore you. It's kind of hard to ignore me. You're on the right side, And like I said, in and mission behind the We're going to do it again soon. Be the CEO of Togi as Thank you so much. Thanks the team here. more action on the main

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Rakesh Narasimha, Anitian & Aditya Muppavarapu, AWS Partner Network | AWS Startup Showcase


 

(upbeat music) >> Hello and welcome today's session of the cube presentation of the 80 best startup showcase. The next big thing in security featuring Anitian for the security track. I'm your host John Furrier. We're here with the CEO of Anitian, Rakesh Narasimhan, and Aditya Muppavarapu global segment leader of Dev ops for 80 minutes partner network, Rakesh, Aditya, Thanks for coming on. Appreciate it. >> Thank you very much, John. Pleasure is mine. >> So this is the track session. We're going to get into the, the into the details on the leadership of digital transformation and dev sec ops automation, cloud security and compliance. So let's get started. But first Rakesh, we last talked you guys had some awards, RSA conference, 2021, virtual. You guys got some serious awards. Give us the update. >> Yeah, thank you very much, John. Yeah, we were, you know, humbled to be recognized. You know, industry recognition is always a great thing. We deliver value for customers and the industry is recognizing it. So at the RSA conference, we got seven different awards you know, very excited that we were chosen for, you know publishers choice and security company of the year editor's choice and blood security and heart company in cloud security automation. So really thrilled about the recognition thanks. >> Awesome. Seven awards. I mean, RSA is obviously a show that's in transition itself. They're transforming no longer part of Dell technologies now kind of on their own kind of speaks to the wave we're in. So congratulations on the success. They're hot startup here in security track. Give us a quick overview what you guys are enabling because this transformation is everywhere. It's in every sector, it's in every vertical dev sec ops shifting left, you know day two operations get ops. All. This is all talking to one thing, developer, productivity programmable infrastructure with security. Rakesh give us a quick overview of >> Yeah. Exactly. Right. John, I think there's a big shift happening obviously to the cloud and, you know, affects every one of our lives in productivity in enterprise applications, consumers you name it. There's a huge change happening, but central to that theme is security. And so it's one of the areas we focus on Anitian is the fastest way for both existing and new applications to be developed in the cloud. And so we make sure that you can get there fastest time to value and time to revenue pretty quickly by providing the best secure and compliance environment for you. That's really the core of what we do as a company. And we look forward to helping all of our customers and the industry >> Aditya you're a global segment lead at AWS partner network. You seeing on successful companies, you've got a winner here, obviously a success story. I want to get your take on this because this is a trend in cloud native scale, you know, heart, you know horizontally scalable, large scale, but shifting left, okay. Get ops big topics where code is being inspected in real time. People want automation. So I've got to ask you, what does shift left mean to to being out there and this in the security world? What does that mean? >> So, instead of applying your security and compliance guard rails only in production, we also need to apply them across your application development and delivery cycles. Instead of having one gate that becomes a bottleneck we should have multiple checkpoints at various stages. This provides a fast feedback for the developers while they're still in the context of developing that feature. So it's easier and less expensive fix the issues and what it is not is this doesn't mean you move all your focus to dev and ignore production. It also doesn't mean developers are now responsible for security and you can get rid of your security teams. We needed a process and a mechanism in place to leverage the expertise off the security teams and offer their services to the developers very early on in the development cycles, thereby enabling and empowering developers to write secure and compliant code >> I mean, to me not to put my old school hat on, but it's, you know I think to me, I view it as security at the point of coding right at the point of, I don't want to say point of sale but the point of writing the code and the old days it used to be like a patches and getting updates and provisioned into, into production. Same that kind of concept. But as a developer, that's kind of the focus is getting the latest knowledge either through tools and technologies to make it easier for me as a developer to inject at the point of code. Is that right? >> That's right. Yeah. >> So what makes Anitian so different and what's successful within AWS? That's, what's the why the success there? Can you share with us why they're so unique in AWS? >> So I think the biggest case for that is really you know, security, oftentimes security is thought of as an impediment sometimes actually believe it or not. So the configuration, the management, the deployment all of that, you got to be able to do and you got to be able to do that at scale. The great thing about the cloud at is scale and a big portion of that is automation. So what we at Anitian have done is taken that lifecycle of taking, you know applications on a variety of states. If you will, if you're trying to get to production you're trying to do one of two things. You're either you're trying to get into a compliance standard, like Fed Ramp you want a very predictable process, or you're just trying to get an application secure pretty quickly. So how can you do either one of those things becomes the challenge and we help you do that by having a pre-engineered environment where configuration defining deployment all that becomes very consistent and very predictable which means we've automated it in a way that it can scale. You can sort of almost have this regularly happening and not just one application with multiple applications for any company. That is, I think the biggest obstacle that has happened for a lot of folks in the enterprise for sure, to try to get to production and keep that cycle going continuously. And we help with that in a big way. That's one of the reasons why we're having a lot of adoption customers working with partners of course and getting industry recognition for it. >> Yeah. I mean, this is one of the benefits of cloud. I want to get you guys both reaction to this, where as things get going, it's kind of like that, you're you you got to take advantage. You can take advantage of all these solutions. So how many of his customer, I want to look for solutions that help me move the ball forward, not backwards right? So, or help me move the ball forward without building anything that I don't need or that's already been built. So here it sounds like if I get this right Anitian is saying, Hey if you're an Amazon customer I can accelerate you with Fed Ramp compliance. So you don't have to spend all these cycle times getting ready or hiring or operationalizing it is that right? I mean, is that the value proposition? >> They're very accurate, John. So what happens is, you know, we're working with Amazon web services, who's really innovated quite a bit in building all the building blocks, if you will. And so, you know, we're standing on the shoulders of giants if you will, to basically get the max level of automation and acceleration happen. So that just like customers have gotten used to not having to buy servers, but guide, compute and storage. If you will, now they're able to secure and also become compliant with the services that we offer. That level of acceleration I think is needed. If you believe that there's going to be a lot more cloud applications, lot more cloud. If you're going to achieve scale, you've got to automate. And if you want to automate, but secure as well you need a mechanism to doing that. That's really where Anitian comes in, if you will. >> Yeah. And I think Fedramp to me is just a great low hanging fruit example because everyone wants to get into the public sector market. They know how hard it is. Kind of like, you know, we want to do it, but stand in line we've got to get some resources. I'm not kind of get that. But the question I want to get to you Rakesh and Aditya is the bigger picture, which is, as you said more cloud applications are coming. So customers in the enterprise have, have or are building fast dev ops teams accelerate the security paradigm. How do you help those, those folks? Because that's really kind of where the action's going. The puck is going to go there too. Right? So beyond Fed Ramp there's other things >> Right? So I think, I think the way we approached it is really, there's like at least two different sets of customers, right? In the federal market itself. You just think about a commercial SAS companies who are trying to enter the, the, the, the the public sector market. Well, you need to clear a standard like Fed Ramp. So we're the fastest way to not just complete it but be able to start selling and producing revenue. That'd be market per using that functionality. If you will, to that market. Similarly, there's a lot of public sector organizations who are trying to move to the cloud because they have traditionally developed applications and architectures based on what they've done over the last 20 plus years. Well guess what, they're also trying to migrate. So how do you help both commercial companies as well as public sector companies transition, if you will to the cloud in a secure way, but also meeting a public standard. We're helping both those organizations to do that migration and that journey if you will, but it's premised on with pre-engineered it, it's the fastest way for you to get there for you to be able to provide your capability and functionality to the larger marketplace. That's one of the main reasons why I think the productivity jump is enormously high because that's how you get to larger marketplace, if you will, to serve that market >> Aditya. So they have to change your title from global segment leader, dev ops to dev sec ops 80 of his partner network here with this solution in a way it's kind of becoming standard. >> Yeah. Security is getting him embedded into all of your development and delivery life cycle. So that dev sec Ops is becoming more and more critical with customers migrating to the cloud and modernizing their applications. >> How much has automation playing into this? Because one of the things we're talking about fueling digital transformation is the automation component of the security piece here Rakesh How important is automation and what how do you set yourself up for that to be successful? >> That's big question. I think that the big key to that is automation. I think automation is there in general in the cloud space. People expect it, frankly. But I think that the key thing what we have done is pre-integrated not just our platform but a variety of the partner ecosystem are on AWS. And so when a customer is looking forward to taking an application and going to the cloud they're not just getting functionality from us and AWS but also a lot of partner functionality around it so that they don't have to build it. Remember this discussion we had earlier about how do you jumpstart that? Well, it's, it's, it's really, instead of them having the best of breed assemble we've pre done it for them, which means it's predictable, it's consistent it's configured correctly. They can rely on it. That allows us to be able to help them move faster which means they can go serve larger markets and obviously make money around it. >> Rakesh, I got to follow up on that and ask you specifically around this business model. Obviously cloud has become great service. Everyone kind of knows that and then kind of sees the edge coming next and all these other issues that are going to provide more opportunities. But I got to ask you for your company what industries and business models are you disrupting? >> Yeah, I think primarily to we're a classic example of software eating the world, right? Primarily what happens is most of the folks that certainly in the compliance arena are really trying to figure out how to do it themselves, right? And then that's primarily the group of people who are sort of trying to figure that out. And then there's a class of who do consulting who are trying to consult with you and what you should do. And we have taken a very software oriented approach built on Amazon that we will not only help you fast forward that but also, you know, get you compliant but also keep you compliant because it's a cycle much like in other industries you've seen there used to be a time when people that email and they used to run email servers and ran the email servers and backups and things of that nature that transitioned over time where people procure that service from somebody else. And it's still a secure, it's still a scalable and they can rely on that service without having to be in that business if you will. So we see us disrupting the consulting and do it yourself world to actually providing a dependable service out there that you can rely on for security and compliance. >> Awesome. Aditya, I got to ask you on the Amazon side obviously you see a lot of it there. What are some of the challenges that you see with security? >> One of the main challenges I see that is that the landscape itself is rapidly changing. As customers are migrating to the cloud and modernizing what used to be a simple monolithic application running on a server and a office or a data center is now distributed hybrid and spans across development practices like microservices managed services, packaged applications, et cetera and also in the infrastructure platform choices have dramatically increased to from on-prem to call data centers, to edge computing, IOT VMs containers, serverless a lot more options. All these leads to more complexity and it increased the number of threat vectors exponentially though this advancement was great from a usability perspective. It now created a whole slew of challenges. This, this is complex. It's very hard to keep up. It's not something you set and forget. One needs to make sure you have the right guardrails in place to make sure you're continuously compliant with with your own policies are also with regulatory compliance frameworks that are needed for your business. Like GDPR, PCI, DSS, Nast, HIPAA Sox, Fed Ramp, et cetera >> For Rakesh. We're specifically on the dev ops efficiency with Amazon. What do you guys, what's your top few value proposition points? You say >> Biggest value proposition honestly is keeping and maintaining security while you're in compliance at scale with speed. I think those are big issues for companies. Like if you, if you're a company you're trying to be in the cloud, you want to enter the federal market. For example, you got to get that quickly. So what could take a lot of money? 18 - 24 months, our prawn malleable we've just completely automated back. And so within a quarter, depending on quickly the two organizations can work. We can get you into the marketplace. That that speed is of enormous value to companies. But also to remember that as Aditya pointed out there's a lot of complexity in the kind of architecture that is evolved but we have to feel like people like in the issue of what we can help customers would is as much as you take advantage of all the cloud style architecture providing the simplicity of providing security consistently and providing compliance consistently quickly. I think there'll always be a value for that because people are always trying to get faster and cheaper quicker. And I think we're able to do that. But remember, security is not just about fast. It's got to be secure, right? We got to be effective, not just efficient but I think that's a big value prop that we're able to bring to the table on AWS. >> Well I want to go, I got you here. I'll see what showcasing you guys as the hot startup who is your customer on Amazon? I'll see, you have customers that sell in marketplace for fedramp. That's a huge, that's the people who are in business to sell software but also other enterprises as well. Right? So could you just quickly break down your customers? And then when do they know it's time to call a Anitian? >> Yeah, so we have two large groups of customers. If you will. Certainly the commercial segment, as well as in the public sector and the commercial side, you have lots of companies in the cyber security enterprise collaboration as a little robotic process automation, all those categories of companies in the commercial environment they're trying to enter the public sector federal market to go sell their services. Well, you have to get compliant. We are the fastest path to get you there time to value type of revenue we can accomplish for you. That's a group of customers we, we have in market. And then we have the other side, which is a lot of government agencies who are themselves trying to migrate to the cloud. So if you're trying to get your applications for sure once on hybrid or on-premise, and you're trying to go to the AWS cloud, well, we're a great way for you to have a pre-engineered environment into which you can move in. So not only are you secure it's, pre-built, it can scale to the cloud that you're in front of migrate to. So we have both those particular sites if you will, of the marketplace. And then in market, we have lots of agencies, big and small and the government side, but also all these categories in the commercial side that I mentioned >> For Rakesh, Anitian's helping a lot of companies sell them to the public sector market. How big is the public sector federal market >> Right? Yeah. Billions of dollars. More than $250 billion is what people say but it's a very large market, but, but remember it's any any commercial SAS company who's trying to go into that federal market is a target market. We can help that customer get in into that market. >> And just real quick, their choice alternative to not working with the Anitian is what? months the pain. And what's the heavy lift as Andy Jassy would say the heavy lifting, undifferentiated lifting a lot of paperwork, a lot of hoops to jump through. Good. Can you just paint a picture of the paths with, and without >> There's three key areas that I think customers or, you know companies have to do, A. they have to understand the standard B. They have to really figure out the technology the integration, the partners, and the platform itself. It's a lift to basically get all of that together and then actually produce the documentation produce all the configuration and in a repeatable way. And that's just to get one application up there. Well, guess what? Not only do you need to get that up there you need to keep that compliant. And then our future standards come in. You need to go upgrade to that. So the best way for me to describe that is either you you come to the Anitian and we make that age just a service that is subscribed to to keep you compliant and grow or you can try to build it yourself, or you try to go get consulting companies to tell you what to do. You still have to do the work. So those are your sort of choices, if you will, which is one of the reasons why we're enjoying the growth we are because we're making it easy and productive for for companies to get there faster. >> Aditya, I want to get to you real quick. Obviously AWS partnering, they're also known as APN. You guys see some of the best hot startups. They all kind of have the same pattern like this. They do something that's hard. They make it easier. They go faster, more. Cost-effective what's the pattern in this cloud-scale world as startups. We're going to be featuring, you know, every as much as we can hot startups coming out of your network, there's a pattern here. What would you say? They are? Well as the DevOps obviously cloud native, besides iterate, move faster. What's the pattern you're seeing for the successful companies. >> It's like, like Andy's says, it's figuring out how to continuously reinvent yourself is the key to stay successful in this market. >> Awesome. For Rakesh, real big success. Congratulations on your awards. I got to ask you, we're asking all the, all the companies this question, what is your defining contribution to the future of cloud scale? >> Great question. I think when I think about what can be accomplished in the future, not just in the past, I think cloud is a huge phenomenon that has completely up-ended the architecture for all sorts of things commercial government, you know, consumer and enterprise. If you will, I would think we would be humbly the people who will ensure that lots of B2B companies and government organizations are able to move to the cloud and are able to be secure and compliant because I believe that there'll be more and more of that happening in the cloud. And the more that is available, just like the commercial world is takes advantage of all those features. I feel like public government organizations also can accomplish the same things very quickly because of folks like us, which means you have a larger segment of population that you can support. That's only going to make the planet more successful. I'm a big optimist when it comes to tech. I know there's a lot of folks who would look down upon tech or I'll think about it as not great. I'm a very big optimist around tech improving people's lives. And I think we have our own humble role in enabling that to happen in the security and compliance >> Well, anything, in my opinion I'm really a big fan of your work and your team. Anything that could bring great innovation into the public sector faster and more effective as good win for society. So I think it's a great mission. Thanks for, for sharing and congratulations on your awards and thanks for being part of our 80 best startup showcase. Appreciate it Rakesh thank you >> Thank you. >> Okay. This is the cube coverage of 80 startup showcase. I'm John for your host of the cube. This is the next big thing in security Anitian in the security track. Thanks for watching. (Up beat music)

Published Date : Jun 24 2021

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Sandy Carter | AWS Global Public Sector Partner Awards 2021


 

(upbeat music) >> Welcome to the special CUBE presentation of the AWS Global Public Sector Partner Awards Program. I'm here with the leader of the partner program, Sandy Carter, Vice President, AWS, Amazon Web Services @Sandy_Carter on Twitter, prolific on social and great leader. Sandy, great to see you again. And congratulations on this great program we're having here. In fact, thanks for coming out for this keynote. Well, thank you, John, for having me. You guys always talk about the coolest thing. So we had to be part of it. >> Well, one of the things that I've been really loving about this success of public sector we talked to us before is that as we start coming out of the pandemic, is becoming very clear that the cloud has helped a lot of people and your team has done amazing work, just want to give you props for that and say, congratulations, and what a great time to talk about the winners. Because everyone's been working really hard in public sector, because of the pandemic. The internet didn't break. And everyone stepped up with cloud scale and solve some problems. So take us through the award winners and talk about them. Give us an overview of what it is. The criteria and all the specifics. >> Yeah, you got it. So we've been doing this annually, and it's for our public sector partners overall, to really recognize the very best of the best. Now, we love all of our partners, John, as you know, but every year we'd like to really hone in on a couple who really leverage their skills and their ability to deliver a great customer solution. They demonstrate those Amazon leadership principles like working backwards from the customer, having a bias for action, they've engaged with AWS and very unique ways. And as well, they've contributed to our customer success, which is so very important to us and to our customers as well. >> That's awesome. Hey, can we put up a slide, I know we have slide on the winners, I want to look at them, with the tiles here. So here's a list of some of the winners. I see a nice little stars on there. Look at the gold star. I knows IronNet, CrowdStrike. That's General Keith Alexander's company, I mean, super relevant. Presidio, we've interviewed them before many times, got Palantir in there. And is there another one, I want to take a look at some of the other names here. >> In overall we had 21 categories. You know, we have over 1900 public sector partners today. So you'll notice that the awards we did, a big focus on mission. So things like government, education, health care, we spotlighted some of the brand new technologies like Containers, Artificial Intelligence, Amazon Connect. And we also this year added in awards for innovative use of our programs, like think big for small business and PTP as well. >> Yeah, well, great roundup, they're looking forward to hearing more about those companies. I have to ask you, because this always comes up, we're seeing more and more ecosystem discussions when we talk about the future of cloud. And obviously, we're going to, you know, be at Mobile World Congress, theCUBE, back in physical form, again, (indistinct) will continue to go on. The notion of ecosystem is becoming a key competitive advantage for companies and missions. So I have to ask you, why are partners so important to your public sector team? Talk about the importance of partners in context to your mission? >> Yeah, you know, our partners are critical. We drive most of our business and public sector through partners. They have great relationships, they've got great skills, and they have, you know, that really unique ability to meet the customer needs. If I just highlighted a couple of things, even using some of our partners who won awards, the first is, you know, migrations are so critical. Andy talked at Reinvent about still 96% of applications still sitting on premises. So anybody who can help us with the velocity of migrations is really critical. And I don't know if you knew John, but 80% of our migrations are led by partners. So for example, we gave awards to Collibra and Databricks as best lead migration for data as well as Datacom for best data lead migration as well. And that's because they increase the velocity of migrations, which increases customer satisfaction. They also bring great subject matter expertise, in particular around that mission that you're talking about. So for instance, GDIT won best Mission Solution For Federal, and they had just an amazing solution that was a secure virtual desktop that reduced a federal agencies deployment process, from months to days. And then finally, you know, our partners drive new opportunities and innovate on behalf of our customers. So we did award this year for P to P, Partnering to Partner which is a really big element of ecosystems, but it was won by four points and in quizon, and they were able to work together to implement a data, implement a data lake and an AI, ML solution, and then you just did the startup showcase, we have a best startup delivering innovation too, and that was EduTech (indistinct) Central America. And they won for implementing an amazing student registration and early warning system to alert and risks that may impact a student's educational achievement. So those are just some of the reasons why partners are important. I could go on and on. As you know, I'm so passionate about my partners, >> I know you're going to talk for an hour, we have to cut you off a little there. (indistinct) love your partners so much. You have to focus on this mission thing. It was a strong mission focus in the awards this year. Why are customers requiring much more of a mission focused? Is it because, is it a part of the criteria? I mean, we're seeing a mission being big. Why is that the case? >> Well, you know, IDC, said that IT spend for a mission or something with a purpose or line of business was five times greater than IT. We also recently did our CTO study where we surveyed thousands of CTOs. And the biggest and most changing elements today is really not around the technology. But it's around the industry, healthcare, space that we talked about earlier, or government. So those are really important. So for instance, New Reburial, they won Best Emission for Healthcare. And they did that because of their new smart diagnostic system. And then we had a partner when PA consulting for Best Amazon Connect solution around a mission for providing support for those most at risk, the elderly population, those who already had pre existing conditions, and really making sure they were doing what they called risk shielding during COVID. Really exciting and big, strong focus on mission. >> Yeah, and it's also, you know, we've been covering a lot on this, people want to work for a company that has purpose, and that has missions. I think that's going to be part of the table stakes going forward. I got to ask you on the secrets of success when this came up, I love asking this question, because, you know, we're starting to see the playbooks of what I call post COVID and cloud scale 2.0, whatever you want to call it, as you're starting to see this new modern era of success formulas, obviously, large scale value creation mission. These are points we're hearing and keep conversations across the board. What do you see as the secret of success for these parties? I mean, obviously, it's indirect for Amazon, I get that, but they're also have their customers, they're your customers, customers. That's been around for a while. But there's a new model emerging. What are the secrets from your standpoint of success? you know, it's so interesting, John, that you asked me this, because this is the number one question that I get from partners too. I would say the first secret is being able to work backwards from your customer, not just technology. So take one of our award winners Cognizant. They won for their digital tolling solution. And they work backwards from the customer and how to modernize that, or Pariveda, who is one of our best energy solution winners. And again, they looked at some of these major capital projects that oil companies were doing, working backwards from what the customer needed. I think that's number one, working backwards from the customer. Two, is having that mission expertise. So given that you have to have technology, but you also got to have that expertise in the area. We see that as a big secret of our public sector partners. So education cloud, (indistinct) one for education, effectual one for government and not for profit, Accenture won, really leveraging and showcasing their global expansion around public safety and disaster response. Very important as well. And then I would say the last secret of success is building repeatable solutions using those strong skills. So Deloitte, they have a great solution for migration, including mainframes. And then you mentioned early on, CloudStrike and IronNet, just think about the skill sets that they have there for repeatable solutions around security. So I think it's really around working backwards from the customer, having that mission expertise, and then building a repeatable solution, leveraging your skill sets. >> That's a great formula for success. I got you mentioned IronNet, and cybersecurity. One of things that's coming up is, in addition to having those best practices, there's also like real problems to solve, like, ransomware is now becoming a government and commercial problem, right. So (indistinct) seeing that happen a lot in DC, that's a front burner. That's a societal impact issue. That's like a cybersecurity kind of national security defense issue, but also, it's a technical one. And also public sector, through my interviews, I can tell you the past year and a half, there's been a lot of creativity of new solutions, new problems or new opportunities that are not yet identified as problems and I'd love to get your thoughts on my concern is with Jeff Bar yesterday from AWS, who's been blogging all the the news and he is a leader in the community. He was saying that he sees like 5G in the edge as new opportunities where it's creative. It's like he compared to the going to the home improvement store where he just goes to buy one thing. He does other things. And so there's a builder culture. And I think this is something that's coming out of your group more, because the pandemic forced these problems, and they forced new opportunities to be creative, and to build. What's your thoughts? >> Yeah, so I see that too. So if you think about builders, you know, we had a partner, Executive Council yesterday, we had 900, executives sign up from all of our partners. And we asked some survey questions like, what are you building with today? And the number one thing was artificial intelligence and machine learning. And I think that's such a new builders tool today, John, and, you know, one of our partners who won an award for the most innovative AI&ML was Kablamo And what they did was they use AI&ML to do a risk assessment on bushfires or wildfires in Australia. But I think it goes beyond that. I think it's building for that need. And this goes back to, we always talk about #techforgood. Presidio, I love this award that they won for best nonprofit, the Cherokee Nation, which is one of our, you know, Native American heritage, they were worried about their language going out, like completely out like no one being able to speak yet. And so they came to Presidio, and they asked how could we have a virtual classroom platform for the Cherokee Nation? And they created this game that's available on your phone, so innovative, so much of a builder's culture to capture that young generation, so they don't you lose their language. So I do agree. I mean, we're seeing builders everywhere, we're seeing them use artificial intelligence, Container, security. And we're even starting with quantum, so it is pretty powerful of what you can do as a public sector partner. >> I think the partner equation is just so wide open, because it's always been based on value, adding value, right? So adding value is just what they do. And by the way, you make money doing it if you do a good job of adding value. And, again, I just love riffing on this, because Dave and I talked about this on theCUBE all the time, and it comes up all the time in cloud conversations. The lock in isn't proprietary technology anymore, its value, and scale. So you starting to see builders thrive in that environment. So really good points. Great best practice. And I think I'm very bullish on the partner ecosystems in general, and people do it right, flat upside. I got to ask you, though, going forward, because this is the big post COVID kind of conversation. And last time we talked on theCUBE about this, you know, people want to have a growth strategy coming out of COVID. They want to be, they want to have a tail win, they want to be on the right side of history. No one wants to be in the losing end of all this. So last year in 2021 your goals were very clear, mission, migrations, modernization. What's the focus for the partners beyond 2021? What are you guys thinking to enable them, 21 is going to be a nice on ramp to this post COVID growth strategy? What's the focus beyond 2021 for you and your partners? >> Yeah, it's really interesting, we're going to actually continue to focus on those three M's mission, migration and modernization. But we'll bring in different elements of it. So for example, on mission, we see a couple of new areas that are really rising to the top, Smart Cities now that everybody's going back to work and (indistinct) down, operations and maintenance and global defense and using gaming and simulation. I mean, think about that digital twin strategy and how you're doing that. For migration, one of the big ones we see emerging today is data-lead migration. You know, we have been focused on applications and mainframes, but data has gravity. And so we are seeing so many partners and our customers demanding to get their data from on premises to the cloud so that now they can make real time business decisions. And then on modernization. You know, we talked a lot about artificial intelligence and machine learning. Containers are wicked hot right now, provides you portability and performance. I was with a startup last night that just moved everything they're doing to ECS our Container strategy. And then we're also seeing, you know, crippin, quantum blockchain, no code, low code. So the same big focus, mission migration, modernization, but the underpinnings are going to shift a little bit beyond 2021. >> That's great stuff. And you know, you have first of all people don't might not know that your group partners and Amazon Web Services public sector, has a big surface area. You talking about government, health care, space. So I have to ask you, you guys announced in March the space accelerator and you recently announced that you selected 10 companies to participate in the accelerated program. So, I mean, this is this is a space centric, you know, targeting, you know, low earth orbiting satellites to exploring the surface of the Moon and Mars, which people love. And because the space is cool, let's say the tech and space, they kind of go together, right? So take us through, what's this all about? How's that going? What's the selection, give us a quick update, while you're here on this space accelerated selection, because (indistinct) will have had a big blog post that went out (indistinct). >> Yeah, I would be thrilled to do that. So I don't know if you know this. But when I was young, I wanted to be an astronaut. We just helped through (indistinct), one of our partners reach Mars. So Clint, who is a retired general and myself got together, and we decided we needed to do something to help startups accelerate in their space mission. And so we decided to announce a competition for 10 startups to get extra help both from us, as well as a partner Sarafem on space. And so we announced it, everybody expected the companies to come from the US, John, they came from 44 different countries. We had hundreds of startups enter, and we took them through this six week, classroom education. So we had our General Clint, you know, helping and teaching them in space, which he's done his whole life, we provided them with AWS credits, they had mentoring by our partner, Sarafem. And we just down selected to 10 startups, that was what Vernors blog post was. If you haven't read it, you should look at some of the amazing things that they're going to do, from, you know, farming asteroids to, you know, helping with some of the, you know, using small vehicles to connect to larger vehicles, when we all get to space. It's very exciting. Very exciting, indeed, >> You have so much good content areas and partners, exploring, it's a very wide vertical or sector that you're managing. Is there any pattern? Well, I want to get your thoughts on post COVID success again, is there any patterns that you're seeing in terms of the partner ecosystem? You know, whether its business model, or team makeup, or more mindset, or just how they're organizing that that's been successful? Is there like a, do you see a trend? Is there a certain thing, then I've got the working backwards thing, I get that. But like, is there any other observations? Because I think people really want to know, am I doing it right? Am I being a good manager, when you know, people are going to be working remotely more? We're seeing more of that. And there's going to be now virtual events, hybrid events, physical events, the world's coming back to normal, but it's never going to be the same. Do you see any patterns? >> Yeah, you know, we're seeing a lot of small partners that are making an entrance and solving some really difficult problems. And because they're so focused on a niche, it's really having an impact. So I really believe that that's going to be one of the things that we see, I focus on individual creators and companies who are really tightly aligned and not trying to do everything, if you will. I think that's one of the big trends. I think the second we talked about it a little bit, John, I think you're going to see a lot of focus on mission. Because of that purpose. You know, we've talked about #techforgood, with everything going on in the world. As people have been working from home, they've been reevaluating who they are, and what do they stand for, and people want to work for a company that cares about people. I just posted my human footer on LinkedIn. And I got my first over a million hits on LinkedIn, just by posting this human footer, saying, you know what, reply to me at a time that's convenient for you, not necessarily for me. So I think we're going to see a lot of this purpose driven mission, that's going to come out as well. >> Yeah, and I also noticed that, and I was on LinkedIn, I got a similar reaction when I started trying to create more of a community model, not so much have people attend our events, and we need butts in the seats. It was much more personal, like we wanted you to join us, not attend and be like a number. You know, people want to be part of something. This seem to be the new mission. >> Yeah, I completely agree with that. I think that, you know, people do want to be part of something and they want, they want to be part of the meaning of something too, right. Not just be part of something overall, but to have an impact themselves, personally and individually, not just as a company. And I think, you know, one of the other trends that we saw coming up too, was the focus on technology. And I think low code, no code is giving a lot of people entry into doing things I never thought they could do. So I do think that technology, artificial intelligence Containers, low code, no code blockchain, those are going to enable us to even do greater mission-based solutions. >> Low code, no code reduces the friction to create more value, again, back to the value proposition. Adding value is the key to success, your partners are doing it. And of course, being part of something great, like the Global Public Sector Partner Awards list is a good one. And that's what we're talking about here. Sandy, great to see you. Thank you for coming on and sharing your insights and an update and talking more about the 2021, Global Public Sector partner Awards. Thanks for coming on. >> Thank you, John, always a pleasure. >> Okay, the Global Leaders here presented on theCUBE, again, award winners doing great work in mission, modernization, again, adding value. That's what it's all about. That's the new competitive advantage. This is theCUBE. I'm John Furrier, your host, thanks for watching. (upbeat music)

Published Date : Jun 17 2021

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Sandy, great to see you again. just want to give you props for and to our customers as well. So here's a list of some of the winners. And we also this year added in awards So I have to ask you, and they have, you know, Why is that the case? And the biggest and most I got to ask you on the secrets of success and I'd love to get your thoughts on And so they came to Presidio, And by the way, you make money doing it And then we're also seeing, you know, And you know, you have first of all that they're going to do, And there's going to be now that that's going to be like we wanted you to join us, And I think, you know, and talking more about the 2021, That's the new competitive advantage.

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Opening Keynote | AWS Startup Showcase: Innovations with CloudData and CloudOps


 

(upbeat music) >> Welcome to this special cloud virtual event, theCUBE on cloud. This is our continuing editorial series of the most important stories in cloud. We're going to explore the cutting edge most relevant technologies and companies that will impact business and society. We have special guests from Jeff Barr, Michael Liebow, Jerry Chen, Ben Haynes, Michael skulk, Mike Feinstein from AWS all today are presenting the top startups in the AWS ecosystem. This is the AWS showcase of startups. I'm showing with Dave Vellante. Dave great to see you. >> Hey John. Great to be here. Thanks for having me. >> So awesome day today. We're going to feature a 10 grade companies amplitude, auto grid, big ID, cordial Dremio Kong, multicloud, Reltio stardog wire wheel, companies that we've talked to. We've researched. And they're going to present today from 10 for the rest of the day. What's your thoughts? >> Well, John, a lot of these companies were just sort of last decade, they really, were keyer kicker mode, experimentation mode. Now they're well on their way to hitting escape velocity which is very exciting. And they're hitting tens of millions dollars of ARR, many are planning IPO's and it's just it's really great to see what the cloud has enabled and we're going to dig into that very deeply today. So I'm super excited. >> Before we jump into the keynote (mumbles) our non Huff from AWS up on stage Jeremy is the brains behind this program that we're doing. We're going to do this quarterly. Jeremy great to see you, you're in the global startups program at AWS. Your job is to keep the crops growing, keep the startups going and keep the flow of innovation. Thanks for joining us. >> Yeah. Made it to startup showcase day. I'm super excited. And as you mentioned my team the global startup program team, we kind of provide white glove service for VC backed startups and help them with go to market activities. Co-selling with AWS and we've been looking for ways to highlight all the great work they're doing and partnering with you guys has been tremendous. You guys really know how to bring their stories to life. So super excited about all the partner sessions today. >> Well, I really appreciate the vision and working with Amazon this is like truly a bar raiser from theCUBE virtual perspective, using the virtual we can get more content, more flow and great to have you on and bring that the top hot startups around data, data ops. Certainly the most important story in tech is cloud scale with data. You you can't look around and seeing more innovation happening. So I really appreciate the work. Thanks for coming on. >> Yeah, and don't forget, we're making this a quarterly series. So the next one we've already been working on it. The next one is Wednesday, June 16th. So mark your calendars, but super excited to continue doing these showcases with you guys in the future. >> Thanks for coming on Jeremy. I really appreciate it,. Dave so I want to just quick quickly before we get Jeff up here, Jeff Barr who's a luminary guests for us this week who has been in the industry has been there from the beginning of AWS the role of data, and what's happened in cloud. And we've been watching the evolution of Amazon web services from the beginning, from the startup market to dominate in the enterprise. If you look at the top 10 enterprise companies Amazon wasn't on that list in 2010 they weren't even bringing the top 10 Andy Jassy's keynote at reinvent this past year. Highlighted that fact, I think they were number five or four as vendor in just AWS. So interesting to see that you've been reporting and doing a lot of analysis on the role of data. What's your analysis for these startups and as businesses need to embrace the new technologies and be on the right side of history not part of that old guard, incumbent failed model. >> Well, I think again, if you look back on the early days of cloud, it was really about storage and networking and compute infrastructure. And then we collected all this data and now you're seeing the next generation of innovation and value. We're going to talk to Michael Liebow about this is really if you look at all the value points in the leavers, it's all around data and data is going through a massive change in the way that we think about it, that we talk about it. And you hear that a lot. Obviously you talk about the volumes, the giant volumes but there's something else going on as AWS brings the cloud to the edge. And of course it looks at the data centers, just another edge device, data is getting highly decentralized. And what we're seeing is data getting into the hands of business owners and data product builders. I think we're going to see a new parlance emerge and that's where you're seeing the competitive advantage. And if you look at all the real winners these days in the marketplace especially in the digital with COVID, it all comes back to the data. And we're going to talk about that a lot today. >> One of the things that's coming up in all of our cube interviews, certainly we've seen, I mean we've had a great observation space across all the ecosystems, but the clear thing that's coming out of COVID is speed, agility, scale, and data. If you don't have that data you are going to be a non-player. And I think I heard some industry people talking about the future of how the stock market's going to work and that if you're not truly in market with an AI or machine learning data value play you probably will be shorted on the stock market or delisted. I think people are looking at that as a table stakes competitive advantage item, where if you don't have some sort of data competitive strategy you're going to be either delisted or sold short. And that's, I don't think delisted but the point is this table-stakes Dave. >> Well, I think too, I think the whole language the lingua franca of data is changing. We talk about data as an asset all the time, but you think about it now, what do we do with assets? We protect it, we hide it. And we kind of we don't share it. But then on the other hand, everybody talks about sharing the data and that is a huge trend in the marketplace. And so I think that everybody is really starting to rethink the whole concept of data, what it is, its value and how we think about it, talk about it, share it make it accessible, and at the same time, protect it and make it governed. And I think you're seeing, computational governance and automation really hidden. Couldn't do this without the cloud. I mean, that's the bottom line. >> Well, I'm super excited to have Jeff Barr here from AWS as our special keynote guests. I've been following Jeff's career for a long, long time. He's a luminaries, he's a technical, he's in the industry. He's part of the community, he's been there from the beginning AWS just celebrate its 15th birthday as he was blogging hard. He's been a hardcore blogger. I think Jeff, you had one of the original ping service. If I remember correctly, you were part of the web services foundational kind of present at creation. No better guests to have you Jeff thanks for coming up on our stage. >> John and Dave really happy to be here. >> So I got to ask you, you've been blogging hard for the past decade or so, going hard and your job has evolved from blogging about what's new with Amazon. A couple of building blocks a few services to last reinvent them. You must have put out I don't know how many blog posts did you put out last year at every event? I mean, it must have been a zillion. >> Not quite a zillion. I think I personally wrote somewhere between 20 and 25 including quite a few that I did in the month or so run up to reinvent and it's always intense, but it's always really, really fun. >> So I've got to ask you in the past couple of years, I mean I quoted Andy Jassy's keynote where we highlight in 2010 Amazon wasn't even on the top 10 enterprise players. Now in the top five, you've seen the evolution. What is the big takeaway from your standpoint as you look at the enterprise going from Amazon really dominating the start of a year startups today, you're in the cloud, you're born in the cloud. There's advantage to that. Now enterprises are kind of being reborn in the cloud at the same time, they're building these new use cases rejuvenating themselves and having innovation strategy. What's your takeaway? >> So I love to work with our customers and one of the things that I hear over and over again and especially the last year or two is really the value that they're placing on building a workforce that has really strong cloud skills. They're investing in education. They're focusing on this neat phrase that I learned in Australia called upskilling and saying let's take our set of employees and improve their skill base. I hear companies really saying we're going to go cloud first. We're going to be cloud native. We're going to really embrace it, adopt the full set of cloud services and APIs. And I also see that they're really looking at cloud as part of often a bigger picture. They often use the phrase digital transformation, in Amazon terms we'd say they're thinking big. They're really looking beyond where they are and who they are to what they could be and what they could grow into. Really putting a lot of energy and creativity into thinking forward in that way. >> I wonder Jeff, if you could talk about sort of how people are thinking about the future of cloud if you look at where the spending action is obviously you see it in cloud computing. We've seen that as the move to digital, serverless Lambda is huge. If you look at the data it's off the charts, machine learning and AI also up there containers and of course, automation, AWS leads in all of those. And they portend a different sort of programming model a different way of thinking about how to deploy workloads and applications maybe different than the early days of cloud. What's driving that generally and I'm interested in serverless specifically. And how do you see the next several years folding out? >> Well, they always say that the future is the hardest thing to predict but when I talked to our enterprise customers the two really big things that I see is there's this focus that says we need to really, we're not simply like hosting the website or running the MRP. I'm working with one customer in particular where they say, well, we're going to start on the factory floor all the way up to the boardroom effectively from IOT and sensors on the factory floor to feed all the data into machine learning. So they understand that the factory is running really well to actually doing planning and inventory maintenance to putting it on the website to drive the analytics, to then saying, okay, well how do we know that we're building the right product mix? How do we know that we're getting it out through the right channels? How are our customers doing? So they're really saying there's so many different services available to us in the cloud and they're relatively easy and straightforward to deploy. They really don't think in the old days as we talked about earlier that the old days where these multi-year planning and deployment cycles, now it's much more straightforward. It's like let's see what we can do today. And this week and this month, and from idea to some initial results is a much, much shorter turnaround. So they can iterate a lot more quickly which is just always known to produce better results. >> Well, Jeff and the spirit of the 15th birthday of AWS a lot of services have been built from the original three. I believe it was the core building blocks and there's been a lot of history and it's kind of like there was a key decoupling of compute from storage, those innovations what's the most important architectural change if any has happened or built upon those building blocks with AWS that you could share with companies out there as many people are coming into the cloud not just lifting and shifting and having that innovation but really building cloud native and now hybrid full cloud operations, day two operations. However you want to look at it. That's a big thing. What architecturally has changed that's been innovative from those original building blocks? >> Well, I think that the basic architecture has proven to be very, very resilient. When I wrote about the 15 year birthday of Amazon S3 a couple of weeks ago one thing that I thought was really incredible was the fact that the same APIs that you could have used 15 years ago they all still work. The put, the get, the list, the delete, the permissions management, every last one of those were chosen with extreme care. And so they all still work. So one of the things you think about when you put APIs out there is in Amazon terms we always talk about going through a one-way door and a one way door says, once you do it you're committed for the indefinite future. And so you we're very happy to do that but we take those steps with extreme care. And so those basic building blocks so the original S3 APIs, the original EC2 APIs and the model, all those things really worked. But now they're running at this just insane scale. One thing that blows me away I routinely hear my colleagues talking about petabytes and exabytes, and we throw around trillions and quadrillions like they're pennies. It's kind of amazing. Sometimes when you hear the scale of requests per day or request per month, and the orders of magnitude are you can't map them back to reality anymore. They're simply like literally astronomical. >> If I can just jump in real quick Dave before you ask Jeff, I was watching the Jeff Bezos interview in 1999 that's been going around on LinkedIn in a 60 minutes interview. The interviewer says you are reporting that you can store a gigabyte of customer data from all their purchases. What are you going to do with that? He basically nailed the answer. This is in 99. We're going to use that data to create, that was only a gig. >> Well one of the things that is interesting to me guys, is if you look at again, the early days of cloud, of course I always talked about that in small companies like ours John could have now access to information technology that only big companies could get access to. And now you've seen we just going to talk about it today. All these startups rise up and reach viability. But at the same time, Jeff you've seen big companies get the aha moment on cloud and competition drives urgency and that drives innovation. And so now you see everybody is doing cloud, it's a mandate. And so the expectation is a lot more innovation, experimentation and speed from all ends. It's really exciting to see. >> I know this sounds hackneyed and overused but it really, really still feels just like day one. We're 15 plus years into this. I still wake up every morning, like, wow what is the coolest thing that I'm going to get to learn about and write about today? We have the most amazing customers, one of the things that is great when you're so well connected to your customers, they keep telling you about their dreams, their aspirations, their use cases. And we can just take that and say we can actually build awesome things to help you address those use cases from the ground on up, from building custom hardware things like the nitro system, the graviton to the machine learning inferencing and training chips where we have such insight into customer use cases because we have these awesome customers that we can make these incredible pieces of hardware and software to really address those use cases. >> I'm glad you brought that up. This is another big change, right? You're getting the early days of cloud like, oh, Amazon they're just using off the shelf components. They're not buying these big refrigerator sized disc drives. And now you're developing all this custom Silicon and vertical integration in certain aspects of your business. And that's because workload is demanding. You've got to get more specialized in a lot of cases. >> Indeed they do. And if you watch Peter DeSantis' keynote at re-invent he talked about the fact that we're researching ways to make better cement that actually produces less carbon dioxide. So we're now literally at the from the ground on up level of construction. >> Jeff, I want to get a question from the crowd here. We got, (mumbles) who's a good friend of theCUBE cloud Arate from the beginning. He asked you, he wants to know if you'd like to share Amazon's edge aspirations. He says, he goes, I mean, roadmaps. I go, first of all, he's not going to talk about the roadmaps, but what can you share? I mean, obviously the edge is key. Outpost has been all in the news. You obviously at CloudOps is not a boundary. It's a distributed network. What's your response to-- >> Well, the funny thing is we don't generally have technology roadmaps inside the company. The roadmap is always listen really well to customers not just where they are, but the customers are just so great at saying, this is where we'd like to go. And when we hear edge, the customers don't generally come to us and say edge, they say we need as low latency as possible between where the action happens within our factory floors and our own offices and where we might be able to compute, analyze, store make decisions. And so that's resulted in things like outposts where we can put outposts in their own data center or their own field office, wavelength, where we're working with 5G telecom providers to put computing storage in the carrier hubs of the various 5G providers. Again, with reducing latency, we've been doing things like local zones, where we put zones in an increasing number of cities across the country with the goal of just reducing the average latency between the vast majority of customers and AWS resources. So instead of thinking edge, we really think in terms of how do we make sure that our customers can realize their dreams. >> Staying on the flywheel that AWS has built on ship stuff faster, make things faster, smaller, cheaper, great mission. I want to ask you about the working backwards document. I know it's been getting a lot of public awareness. I've been, that's all I've learned in interviewing Amazon folks. They always work backwards. I always mentioned the customer and all the interviews. So you've got a couple of customer references in there check the box there for you. But working backwards has become kind of a guiding principles, almost like a Harvard Business School case study approach to management. As you guys look at this working backwards and ex Amazonians have written books about it now so people can go look at, it's a really good methodology. Take us back to how you guys work back from the customers because here we're featuring 10 startups. So companies that are out there and Andy has been preaching this to customers. You should think about working backwards because it's so fast. These companies are going into this enterprise market your ecosystem of startups to provide value. What things are you seeing that customers need to think about to work backwards from their customer? How do you see that? 'Cause you've been on the community side, you see the tech side customers have to move fast and work backwards. What are the things that they need to focus on? What's your observation? >> So there's actually a brand new book called "Working Backwards," which I actually learned a lot about our own company from simply reading the book. And I think to me, a principal part of learning backward it's really about humility and being able to be a great listener. So you don't walk into a customer meeting ready to just broadcast the latest and greatest that we've been working on. You walk in and say, I'm here from AWS and I simply want to learn more about who you are, what you're doing. And most importantly, what do you want to do that we're not able to help you with right now? And then once we hear those kinds of things we don't simply write down kind of a bullet item of AWS needs to improve. It's this very active listening process. Tell me a little bit more about this challenge and if we solve it in this way or this way which one's a better fit for your needs. And then a typical AWS launch, we might talk to between 50 and 100 customers in depth to make sure that we have that detailed understanding of what they would like to do. We can't always meet all the needs of these customers but the idea is let's see what is the common base that we can address first. And then once we get that first iteration out there, let's keep listening, let's keep making it better and better and better as quickly. >> A lot of people might poopoo that John but I got to tell you, John, you will remember this the first time we ever met Andy Jassy face-to-face. I was in the room, you were on the speaker phone. We were building an app on AWS at the time. And he was asking you John, for feedback. And he was probing and he pulled out his notebook. He was writing down and he wasn't just superficial questions. He was like, well, why'd you do it that way? And he really wanted to dig. So this is cultural. >> Yeah. I mean, that's the classic Amazon. And that's the best thing about it is that you can go from zero startups zero stage startup to traction. And that was the premise of the cloud. Jeff, I want to get your thoughts and commentary on this love to get your opinion. You've seen this grow from the beginning. And I remember 'cause I've been playing with AWS since the beginning as well. And it says as an entrepreneur I remember my first EC2 instance that didn't even have custom domain support. It was the long URL. You seen the startups and now that we've been 15 years in, you see Dropbox was it just a startup back in the day. I remember these startups that when they were coming they were all born on Amazon, right? These big now unicorns, you were there when these guys were just developers and these gals. So what's it like, I mean, you see just the growth like here's a couple of people with them ideas rubbing nickels together, making magic happen who knows what's going to turn into, you've been there. What's it been like? >> It's been a really unique journey. And to me like the privilege of a lifetime, honestly I've like, you always want to be part of something amazing and you aspire to it and you study hard and you work hard and you always think, okay, somewhere in this universe something really cool is about to happen. And if you're really, really lucky and just a million great pieces of luck like lineup in series, sometimes it actually all works out and you get to be part of something like this when it does you don't always fully appreciate just how awesome it is from the inside, because you're just there just like feeding the machine and you are just doing your job just as fast as you possibly can. And in my case, it was listening to teams and writing blog posts about their launches and sharing them on social media, going out and speaking, you do it, you do it as quickly as possible. You're kind of running your whole life as you're doing that as well. And suddenly you just take a little step back and say, wow we did this kind of amazing thing, but we don't tend to like relax and say, okay, we've done it at Amazon. We get to a certain point. We recognize it. And five minutes later, we're like, okay, let's do the next amazingly good thing. But it's been this just unique privilege and something that I never thought I'd be fortunate enough to be a part of. >> Well, then the last few minutes we have Jeff I really appreciate you taking the time to spend with us for this inaugural launch of theCUBE on cloud startup showcase. We are showcasing 10 startups here from your ecosystem. And a lot of people who know AWS for the folks that don't you guys pride yourself on community and ecosystem the global startups program that Jeremy and his team are running. You guys nurture these startups. You want them to be successful. They're vectoring out into the marketplace with growth strategy, helping customers. What's your take on this ecosystem? As customers are out there listening to this what's your advice to them? How should they engage? Why is these sets of start-ups so important? >> Well, I totally love startups and I've spent time in several startups. I've spent other time consulting with them. And I think we're in this incredible time now wheres, it's so easy and straightforward to get those basic resources, to get your compute, to get your storage, to get your databases, to get your machine learning and to take that and to really focus on your customers and to build what you want. And we see this actual exponential growth. And we see these startups that find something to do. They listen to one of their customers, they build that solution. And they're just that feedback cycle gets started. It's really incredible. And I love to see the energy of these startups. I love to hear from them. And at any point if we've got an AWS powered startup and they build something awesome and want to share it with me, I'm all ears. I love to hear about them. Emails, Twitter mentions, whatever I'll just love to hear about all this energy all those great success with our startups. >> Jeff Barr, thank you for coming on. And congratulations, please pass on to Andy Jassy who's going to take over for Jeff Bezos and I saw the big news that he's picking a successor an Amazonian coming back into the fold, Adam. So congratulations on that. >> I will definitely pass on your congratulations to Andy and I worked with Adam in the past when AWS was just getting started and really looking forward to seeing him again, welcoming back and working with him. >> All right, Jeff Barr with AWS guys check out his Twitter and all the social coordinates. He is pumping out all the resources you need to know about if you're a developer or you're an enterprise looking to go to the next level, next generation, modern infrastructure. Thanks Jeff for coming on. Really appreciate it. Our next guests want to bring up stage Michael Liebow from McKinsey cube alumni, who is a great guest who is very timely in his McKinsey role with a paper he and his colleagues put out called cloud's trillion dollar prize up for grabs. Michael, thank you for coming up on stage with Dave and I. >> Hey, great to be here, John. Thank you. >> One of the things I loved about this and why I wanted you to come on was not only is the report awesome. And Dave has got a zillion questions, he want us to drill into. But in 2015, we wrote a story called Andy Jassy trillion dollar baby on Forbes, and then on medium and silken angle where we were the first ones to profile Andy Jassy and talk about this trillion dollar term. And Dave came up with the calculation and people thought we were crazy. What are you talking about trillion dollar opportunity. That was in 2015. You guys have put this together with a serious research report with methodology and you left a lot on the table. I noticed in the report you didn't even have a whole section quantified. So I think just scratching the surface trillion. I'd be a little light, Dave, so let's dig into it, Michael thanks for coming on. >> Well, and I got to say, Michael that John's a trillion dollar baby was revenue. Yours is EBITDA. So we're talking about seven to X, seven to eight X. What we were talking back then, but great job on the report. Fantastic work. >> Thank you. >> So tell us about the report gives a quick lowdown. I got some questions. You guys are unlocking the value drivers but give us a quick overview of this report that people can get for free. So everyone who's registered will get a copy but give us a quick rundown. >> Great. Well the question I think that has bothered all of us for a long time is what's the business value of cloud and how do you quantify it? How do you specify it? Because a lot of people talk around the infrastructure or technical value of cloud but that actually is a big problem because it just scratches the surface of the potential of what cloud can mean. And we focus around the fortune 500. So we had to box us in somewhat. And so focusing on the fortune 500 and fast forwarding to 2030, we put out this number that there's over a trillion dollars worth of value. And we did a lot of analysis using research from a variety of partners, using third-party research, primary research in order to come up with this view. So the business value is two X the technical value of cloud. And as you just pointed out, there is a whole unlock of additional value where organizations can pioneer on some of the newest technologies. And so AWS and others are creating platforms in order to do not just machine learning and analytics and IOT, but also for quantum or mixed reality for blockchain. And so organizations specific around the fortune 500 that aren't leveraging these capabilities today are going to get left behind. And that's the message we were trying to deliver that if you're not doing this and doing this with purpose and with great execution, that others, whether it's others in your industry or upstarts who were motioning into your industry, because as you say cloud democratizes compute, it provides these capabilities and small companies with talent. And that's what the skills can leverage these capabilities ahead of slow moving incumbents. And I think that was the critical component. So that gives you the framework. We can deep dive based on your questions. >> Well before we get into the deep dive, I want to ask you we have startups being showcased here as part of the, it will showcase, they're coming out of the ecosystem. They have a lot of certification from Amazon and they're secure, which is a big issue. Enterprises that you guys talk to McKinsey speaks directly to I call the boardroom CXOs, the top executives. Are they realizing that the scale and timing of this agility window? I mean, you want to go through these key areas that you would break out but as startups become more relevant the boardrooms that are making these big decisions realize that their businesses are up for grabs. Do they realize that all this wealth is shifting? And do they see the role of startups helping them? How did you guys come out of them and report on that piece? >> Well in terms of the whole notion, we came up with this framework which looked at the opportunity. We talked about it in terms of three dimensions, rejuvenate, innovate and pioneer. And so from the standpoint of a board they're more than focused on not just efficiency and cost reduction basically tied to nation, but innovation tied to analytics tied to machine learning, tied to IOT, tied to two key attributes of cloud speed and scale. And one of the things that we did in the paper was leverage case examples from across industry, across-region there's 17 different case examples. My three favorite is one is Moderna. So software for life couldn't have delivered the vaccine as fast as they did without cloud. My second example was Goldman Sachs got into consumer banking is the platform behind the Apple card couldn't have done it without leveraging cloud. And the third example, particularly in early days of the pandemic was Zoom that added five to 6,000 servers a night in order to scale to meet the demand. And so all three of those examples, plus the other 14 just indicate in business terms what the potential is and to convince boards and the C-suite that if you're not doing this, and we have some recommendations in terms of what CEOs should do in order to leverage this but to really take advantage of those capabilities. >> Michael, I think it's important to point out the approach at sometimes it gets a little wonky on the methodology but having done a lot of these types of studies and observed there's a lot of superficial studies out there, a lot of times people will do, they'll go I'll talk to a customer. What kind of ROI did you get? And boom, that's the value study. You took a different approach. You have benchmark data, you talked to a lot of companies. You obviously have a lot of financial data. You use some third-party data, you built models, you bounded it. And ultimately when you do these things you have to ascribe a value contribution to the cloud component because fortunate 500 companies are going to grow even if there were no cloud. And the way you did that is again, you talk to people you model things, and it's a very detailed study. And I think it's worth pointing out that this was not just hey what'd you get from going to cloud before and after. This was a very detailed deep dive with really a lot of good background work going into it. >> Yeah, we're very fortunate to have the McKinsey Global Institute which has done extensive studies in these areas. So there was a base of knowledge that we could leverage. In fact, we looked at over 700 use cases across 19 industries in order to unpack the value that cloud contributed to those use cases. And so getting down to that level of specificity really, I think helps build it from the bottom up and then using cloud measures or KPIs that indicate the value like how much faster you can deploy, how much faster you can develop. So these are things that help to kind of inform the overall model. >> Yeah. Again, having done hundreds, if not thousands of these types of things, when you start talking to people the patterns emerge, I want to ask you there's an exhibit tool in here, which is right on those use cases, retail, healthcare, high-tech oil and gas banking, and a lot of examples. And I went through them all and virtually every single one of them from a value contribution standpoint the unlocking value came down to data large data sets, document analysis, converting sentiment analysis, analytics. I mean, it really does come down to the data. And I wonder if you could comment on that and why is it that cloud is enabled that? >> Well, it goes back to scale. And I think the word that I would use would be data gravity because we're talking about massive amounts of data. So as you go through those kind of three dimensions in terms of rejuvenation one of the things you can do as you optimize and clarify and build better resiliency the thing that comes into play I think is to have clean data and data that's available in multiple places that you can create an underlying platform in order to leverage the services, the capabilities around, building out that structure. >> And then if I may, so you had this again I want to stress as EBITDA. It's not a revenue and it's the EBITDA potential as a result of leveraging cloud. And you listed a number of industries. And I wonder if you could comment on the patterns that you saw. I mean, it doesn't seem to be as simple as Negroponte bits versus Adam's in terms of your ability to unlock value. What are the patterns that you saw there and why are the ones that have so much potential why are they at the top of the list? >> Well, I mean, they're ranked based on impact. So the five greatest industries and again, aligned by the fortune 500. So it's interesting when you start to unpack it that way high-tech oil, gas, retail, healthcare, insurance and banking, right? Top. And so we did look at the different solutions that were in that, tried to decipher what was fully unlocked by cloud, what was accelerated by cloud and what was perhaps in this timeframe remaining on premise. And so we kind of step by step, expert by expert, use case by use case deciphered of the 700, how that applied. >> So how should practitioners within organizations business but how should they use this data? What would you recommend, in terms of how they think about it, how they apply it to their business, how they communicate? >> Well, I think clearly what came out was a set of best practices for what organizations that were leveraging cloud and getting the kind of business return, three things stood out, execution, experience and excellence. And so for under execution it's not just the transaction, you're not just buying cloud you're changing their operating model. And so if the organization isn't kind of retooling the model, the processes, the workflows in order to support creating the roles then they aren't going to be able, they aren't going to be successful. In terms of experience, that's all about hands-on. And so you have to dive in, you have to start you have to apply yourself, you have to gain that applied knowledge. And so if you're not gaining that experience, you're not going to move forward. And then in terms of excellence, and it was mentioned earlier by Jeff re-skilling, up-skilling, if you're not committed to your workforce and pushing certification, pushing training in order to really evolve your workforce or your ways of working you're not going to leverage cloud. So those three best practices really came up on top in terms of what a mature cloud adopter looks like. >> That's awesome. Michael, thank you for coming on. Really appreciate it. Last question I have for you as we wrap up this trillion dollar segment upon intended is the cloud mindset. You mentioned partnering and scaling up. The role of the enterprise and business is to partner with the technologists, not just the technologies but the companies talk about this cloud native mindset because it's not just lift and shift and run apps. And I have an IT optimization issue. It's about innovating next gen solutions and you're seeing it in public sector. You're seeing it in the commercial sector, all areas where the relationship with partners and companies and startups in particular, this is the startup showcase. These are startups are more relevant than ever as the tide is shifting to a new generation of companies. >> Yeah, so a lot of think about an engine. A lot of things have to work in order to produce the kind of results that we're talking about. Brad, you're more than fair share or unfair share of trillion dollars. And so CEOs need to lead this in bold fashion. Number one, they need to craft the moonshot or the Marshot. They have to set that goal, that aspiration. And it has to be a stretch goal for the organization because cloud is the only way to enable that achievement of that aspiration that's number one, number two, they really need a hardheaded economic case. It has to be defined in terms of what the expectation is going to be. So it's not loose. It's very, very well and defined. And in some respects time box what can we do here? I would say the cloud data, your organization has to move in an agile fashion training DevOps, and the fourth thing, and this is where the startups come in is the cloud platform. There has to be an underlying platform that supports those aspirations. It's an art, it's not just an architecture. It's a living, breathing live service with integrations, with standardization, with self service that enables this whole program. >> Awesome, Michael, thank you for coming on and sharing the McKinsey perspective. The report, the clouds trillion dollar prize is up for grabs. Everyone who's registered for this event will get a copy. We will appreciate it's also on the website. We'll make sure everyone gets a copy. Thanks for coming, I appreciate it. Thank you. >> Thanks, Michael. >> Okay, Dave, big discussion there. Trillion dollar baby. That's the cloud. That's Jassy. Now he's going to be the CEO of AWS. They have a new CEO they announced. So that's going to be good for Amazon's kind of got clarity on the succession to Jassy, trusted soldier. The ecosystem is big for Amazon. Unlike Microsoft, they have the different view, right? They have some apps, but they're cultivating as many startups and enterprises as possible in the cloud. And no better reason to change gears here and get a venture capitalist in here. And a friend of theCUBE, Jerry Chen let's bring them up on stage. Jerry Chen, great to see you partner at Greylock making all the big investments. Good to see you >> John hey, Dave it's great to be here with you guys. Happy marks.Can you see that? >> Hey Jerry, good to see you man >> So Jerry, our first inaugural AWS startup showcase we'll be doing these quarterly and we're going to be featuring the best of the best, you're investing in all the hot startups. We've been tracking your careers from the beginning. You're a good friend of theCUBE. Always got great commentary. Why are startups more important than ever before? Because in the old days we've talked about theCUBE before startups had to go through certain certifications and you've got tire kicking, you got to go through IT. It's like going through security at the airport, take your shoes off, put your belt on thing. I mean, all kinds of things now different. The world has changed. What's your take? >> I think startups have always been a great way for experimentation, right? It's either new technologies, new business models, new markets they can move faster, the experiment, and a lot of startups don't work, unfortunately, but a lot of them turned to be multi-billion dollar companies. I thing startup is more important because as we come out COVID and economy is recovery is a great way for individuals, engineers, for companies for different markets to try different things out. And I think startups are running multiple experiments at the same time across the globe trying to figure how to do things better, faster, cheaper. >> And McKinsey points out this use case of rejuvenate, which is essentially retool pivot essentially get your costs down or and the next innovation here where there's Tam there's trillion dollars on unlock value and where the bulk of it is is the innovation, the new use cases and existing new use cases. This is where the enterprises really have an opportunity. Could you share your thoughts as you invest in the startups to attack these new waves these new areas where it may not look the same as before, what's your assessment of this kind of innovation, these new use cases? >> I think we talked last time about kind of changing the COVID the past year and there's been acceleration of things like how we work, education, medicine all these things are going online. So I think that's very clear. The first wave of innovation is like, hey things we didn't think we could be possible, like working remotely, e-commerce everywhere, telemedicine, tele-education, that's happening. I think the second order of fact now is okay as enterprises realize that this is the new reality everything is digital, everything is in the cloud and everything's going to be more kind of electronic relation with the customers. I think that we're rethinking what does it mean to be a business? What does it mean to be a bank? What does it mean to be a car company or an energy company? What does it mean to be a retailer? Right? So I think the rethinking that brands are now global, brands are all online. And they now have relationships with the customers directly. So I think if you are a business now, you have to re experiment or rethink about your business model. If you thought you were a Nike selling shoes to the retailers, like half of Nike's revenue is now digital right all online. So instead of selling sneakers through stores they're now a direct to consumer brand. And so I think every business is going to rethink about what the AR. Airbnb is like are they in the travel business or the experience business, right? Airlines, what business are they in? >> Yeah, theCUBE we're direct to consumer virtual totally opened up our business model. Dave, the cloud premise is interesting now. I mean, let's reset this where we are, right? Andy Jassy always talks about the old guard, new guard. Okay we've been there done that, even though they still have a lot of Oracle inside AWS which we were joking the other day, but this new modern era coming out of COVID Jerry brings this up. These startups are going to be relevant take territory down in the enterprises as new things develop. What's your premise of the cloud and AWS prospect? >> Well, so Jerry, I want to to ask you. >> Jerry: Yeah. >> The other night, last Thursday, I think we were in Clubhouse. Ben Horowitz was on and Martine Casado was laying out this sort of premise about cloud startups saying basically at some point they're going to have to repatriate because of the Amazon VIG. I mean, I'm paraphrasing and I guess the premise was that there's this variable cost that grows as you scale but I kind of shook my head and I went back. You saw, I put it out on Twitter a clip that we had the a couple of years ago and I don't think, I certainly didn't see it that way. Maybe I'm getting it wrong but what's your take on that? I just don't see a snowflake ever saying, okay we're going to go build our own data center or we're going to repatriate 'cause they're going to end up like service now and have this high cost infrastructure. What do you think? >> Yeah, look, I think Martin is an old friend from VMware and he's brilliant. He has placed a lot of insights. There is some insights around, at some point a scale, use of startup can probably run things more cost-effectively in your own data center, right? But I think that's fewer companies more the vast majority, right? At some point, but number two, to your point, Dave going on premise versus your own data center are two different things. So on premise in a customer's environment versus your own data center are two different worlds. So at some point some scale, a lot of the large SaaS companies run their own data centers that makes sense, Facebook and Google they're at scale, they run their own data centers, going on premise or customer's environment like a fortune 100 bank or something like that. That's a different story. There are reasons to do that around compliance or data gravity, Dave, but Amazon's costs, I don't think is a legitimate reason. Like if price is an issue that could be solved much faster than architectural decisions or tech stacks, right? Once you're on the cloud I think the thesis, the conversation we had like a year ago was the way you build apps are very different in the cloud and the way built apps on premise, right? You have assume storage, networking and compute elasticity that's independent each other. You don't really get that in a customer's data center or their own environment even with all the new technologies. So you can't really go from cloud back to on-premise because the way you build your apps look very, very different. So I would say for sure at some scale run your own data center that's why the hyperscale guys do that. On-premise for customers, data gravity, compliance governance, great reasons to go on premise but for vast majority of startups and vast majority of customers, the network effects you get for being in the cloud, the network effects you get from having everything in this alas cloud service I think outweighs any of the costs. >> I couldn't agree more and that's where the data is, at the way I look at it is your technology spend is going to be some percentage of revenue and it's going to be generally flat over time and you're going to have to manage it whether it's in the cloud or it's on prem John. >> Yeah, we had a quote on theCUBE on the conscious that had Jerry I want to get your reaction to this. The executive said, if you don't have an AI strategy built into your value proposition you will be shorted as a stock on wall street. And I even went further. So you'll probably be delisted cause you won't be performing with a tongue in cheek comment. But the reality is that that's indicating that everyone has to have AI in their thing. Mainly as a reality, what's your take on that? I know you've got a lot of investments in this area as AI becomes beyond fashion and becomes table stakes. Where are we on that spectrum? And how does that impact business and society as that becomes a key part of the stack and application stack? >> Yeah, I think John you've seen AI machine learning turn out to be some kind of novelty thing that a bunch of CS professors working on years ago to a funnel piece of every application. So I would say the statement of the sentiment's directionally correct that 20 years ago if you didn't have a web strategy or a website as a company, your company be sure it, right? If you didn't have kind of a internet website, you weren't real company. Likewise, if you don't use AI now to power your applications or machine learning in some form or fashion for sure you'd be at a competitive disadvantage to everyone else. And just like if you're not using software intelligently or the cloud intelligently your stock as a company is going to underperform the rest of the market. And the cloud guys on the startups that we're backing are making AI so accessible and so easy for developers today that it's really easy to use some level of machine learning, any applications, if you're not doing that it's like not having a website in 1999. >> Yeah. So let's get into that whole operation side. So what would you be your advice to the enterprises that are watching and people who are making decisions on architecture and how they roll out their business model or value proposition? How should they look at AI and operations? I mean big theme is day two operations. You've got IT service management, all these things are being disrupted. What's the operational impact to this? What's your view on that? >> So I think two things, one thing that you and Dave both talked about operation is the key, I mean, operations is not just the guts of the business but the actual people running the business, right? And so we forget that one of the values are going to cloud, one of the values of giving these services is you not only have a different technology stack, all the bits, you have a different human stack meaning the people running your cloud, running your data center are now effectively outsource to Amazon, Google or Azure, right? Which I think a big part of the Amazon VIG as Dave said, is so eloquently on Twitter per se, right? You're really paying for those folks like carry pagers. Now take that to the next level. Operations is human beings, people intelligently trying to figure out how my business can run better, right? And that's either accelerate revenue or decrease costs, improve my margin. So if you want to use machine learning, I would say there's two areas to think about. One is how I think about customers, right? So we both talked about the amount of data being generated around enterprise individuals. So intelligently use machine learning how to serve my customers better, then number two AI and machine learning internally how to run my business better, right? Can I take cost out? Can I optimize supply chain? Can I use my warehouses more efficiently my logistics more efficiently? So one is how do I use AI learning to be a more familiar more customer oriented and number two, how can I take cost out be more efficient as a company, by writing AI internally from finance ops, et cetera. >> So, Jerry, I wonder if I could ask you a little different subject but a question on tactical valuations how coupled or decoupled are private company valuations from the public markets. You're seeing the public markets everybody's freaking out 'cause interest rates are going to go up. So the future value of cash flows are lower. Does that trickle in quickly into the private markets? Or is it a whole different dynamic? >> If I could weigh in poly for some private markets Dave I would have a different job than I do today. I think the reality is in the long run it doesn't matter as much as long as you're investing early. Now that's an easy answer say, boats have to fall away. Yes, interest rates will probably go up because they're hard to go lower, right? They're effectively almost zero to negative right now in most of the developed world, but at the end of the day, I'm not going to trade my Twilio shares or Salesforce shares for like a 1% yield bond, right? I'm going to hold the high growth tech stocks because regardless of what interest rates you're giving me 1%, 2%, 3%, I'm still going to beat that with a top tech performers, Snowflake, Twilio Hashi Corp, bunch of the private companies out there I think are elastic. They're going to have a great 10, 15 year run. And in the Greylock portfolio like the things we're investing in, I'm super bullish on from Roxanne to Kronos fear, to true era in the AI space. I think in the long run, next 10 years these things will outperform the market that said, right valuation prices have gone up and down and they will in our careers, they have. In the careers we've been covering tech. So I do believe that they're high now they'll come down for sure. Will they go back up again? Definitely, right? But as long as you're betting these macro waves I think we're all be good. >> Great answer as usual. Would you trade them for NFTs Jerry? >> That $69 million people piece of artwork look, I mean, I'm a longterm believer in kind of IP and property rights in the blockchain, right? And I'm waiting for theCUBE to mint this video as the NFT, when we do this guys, we'll mint this video's NFT and see how much people pay for the original Dave, John, Jerry (mumbles). >> Hey, you know what? We can probably get some good bang for that. Hey it's all about this next Jerry. Jerry, great to have you on, final question as we got this one minute left what's your advice to the people out there that either engaging with these innovative startups, we're going to feature startups every quarter from the in the Amazon ecosystem, they are going to be adding value. What's the advice to the enterprises that are engaging startups, the approach, posture, what's your advice. >> Yeah, when I talk to CIOs and large enterprises, they often are wary like, hey, when do I engage a startup? How, what businesses, and is it risky or low risk? Now I say, just like any career managing, just like any investment you're making in a big, small company you should have a budget or set of projects. And then I want to say to a CIO, Hey, every priority on your wish list, go use the startup, right? I mean, that would be 10 for 10 projects, 10 startups. Probably too much risk for a lot of tech companies. But we would say to most CIOs and executives, look, there are strategic initiatives in your business that you want to accelerate. And I would take the time to invest in one or two startups each quarter selectively, right? Use the time, focus on fewer startups, go deep with them because we can actually be game changers in terms of inflecting your business. And what I mean by that is don't pick too many startups because you can't devote the time, but don't pick zero startups because you're going to be left behind, right? It'd be shorted as a stock by the John, Dave and Jerry hedge fund apparently but pick a handful of startups in your strategic areas, in your top tier three things. These really, these could be accelerators for your career. >> I have to ask you real quick while you're here. We've got a couple minutes left on startups that are building apps. I've seen DevOps and the infrastructure as code movement has gone full mainstream. That's really what we're living right now. That kind of first-generation commercialization of DevOps. Now DevSecOps, what are the trends that you've seen that's different from say a couple of years ago now that we're in COVID around how apps are being built? Is it security? Is it the data integration? What can you share as a key app stack impact (mumbles)? >> Yeah, I think there're two things one is security is always been a top priority. I think that was the only going forward period, right? Security for sure. That's why you said that DevOps, DevSecOps like security is often overlooked but I think increasingly could be more important. The second thing is I think we talked about Dave mentioned earlier just the data around customers, the data on premise or the cloud, and there's a ton of data out there. We keep saying this over and over again like data's new oil, et cetera. It's evolving and not changing because the way we're using data finding data is changing in terms of sources of data we're using and discovering and also speed of data, right? In terms of going from Basser real-time is changing. The speed of business has changed to go faster. So I think these are all things that we're thinking about. So both security and how you use your data faster and better. >> Yeah you were in theCUBE a number of years ago and I remember either John or I asked you about you think Amazon is going to go up the stack and start developing applications and your answer was you know what I think no, I think they're going to enable a new set of disruptors to come in and disrupt the SaaS world. And I think that's largely playing out. And one of the interesting things about Adam Selipsky appointment to the CEO, he comes from Tableau. He really helped Tableau go from that sort of old guard model to an ARR model obviously executed a great exit to Salesforce. And now I see companies like Salesforce and service now and Workday is potential for your scenario to really play out. They've got in my view anyway, outdated pricing models. You look at what's how Snowflake's pricing and the consumption basis, same with Datadog same with Stripe and new startups seem to really be a leading into the consumption-based pricing model. So how do you, what are your thoughts on that? And maybe thoughts on Adam and thoughts on SaaS disruption? >> I think my thesis still holds that. I don't think Selipsky Adam is going to go into the app space aggressively. I think Amazon wants to enable next generation apps and seeing some of the new service that they're doing is they're kind of deconstructing apps, right? They're deconstructing the parts of CRM or e-commerce and they're offering them as services. So I think you're going to see Amazon continue to say, hey we're the core parts of an app like payments or custom prediction or some machine learning things around applications you want to buy bacon, they're going to turn those things to the API and sell those services, right? So you look at things like Stripe, Twilio which are two of the biggest companies out there. They're not apps themselves, they're the components of the app, right? Either e-commerce or messaging communications. So I can see Amazon going down that path. I think Adam is a great choice, right? He was a longterm early AWS exact from the early days latent to your point Dave really helped take Tableau into kind of a cloud business acquired by Salesforce work there for a few years under Benioff the guy who created quote unquote cloud and now him coming home again and back to Amazon. So I think it'll be exciting to see how Adam runs the business. >> And John I think he's the perfect choice because he's got operations chops and he knows how to... He can help the startups disrupt. >> Yeah, and he's been a trusted soldier of Jassy from the beginning, he knows the DNA. He's got some CEO outside experience. I think that was the key he knows. And he's not going to give up Amazon speed, but this is baby, right? So he's got him in charge and he's a trusted lieutenant. >> You think. Yeah, you think he's going to hold the mic? >> Yeah. We got to go. Jerry Chen thank you very much for coming on. Really appreciate it. Great to see you. Thanks for coming on our inaugural cube on cloud AWS startup event. Now for the 10 startups, enjoy the sessions at 12:30 Pacific, we're going to have the closing keynote. I'm John Ferry for Dave Vellante and our special guests, thanks for watching and enjoy the rest of the day and the 10 startups. (upbeat music)

Published Date : Mar 24 2021

SUMMARY :

of the most important stories in cloud. Thanks for having me. And they're going to present today it's really great to see Jeremy is the brains behind and partnering with you and great to have you on So the next one we've from the startup market to as AWS brings the cloud to the edge. One of the things that's coming up I mean, that's the bottom line. No better guests to have you Jeff for the past decade or so, going hard in the month or so run up to reinvent So I've got to ask you and one of the things that We've seen that as the move to digital, and sensors on the factory Well, Jeff and the spirit So one of the things you think about He basically nailed the answer. And so the expectation to help you address those use cases You're getting the early days at the from the ground I go, first of all, he's not going to talk of the various 5G providers. and all the interviews. And I think to me, a principal the first time we ever And that's the best thing about and you are just doing your job taking the time to spend And I love to see the and I saw the big news that forward to seeing him again, He is pumping out all the Hey, great to be here, John. One of the things I Well, and I got to say, Michael I got some questions. And so focusing on the fortune the boardrooms that are making And one of the things that we did And the way you did that is that indicate the value the patterns emerge, I want to ask you one of the things you on the patterns that you saw. and again, aligned by the fortune 500. and getting the kind of business return, as the tide is shifting to a and the fourth thing, and this and sharing the McKinsey perspective. on the succession to to be here with you guys. Because in the old days we've at the same time across the globe in the startups to attack these new waves and everything's going to be more kind of in the enterprises as new things develop. and I guess the premise because the way you build your apps and it's going to be that becomes a key part of the And the cloud guys on the What's the operational impact to this? all the bits, you have So the future value of And in the Greylock portfolio Would you trade them for NFTs Jerry? as the NFT, when we do this guys, What's the advice to the enterprises Use the time, focus on fewer startups, I have to ask you real the way we're using data finding data And one of the interesting and seeing some of the new He can help the startups disrupt. And he's not going to going to hold the mic? and the 10 startups.

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Evolving Your Analytics Center of Excellence | Beyond.2020 Digital


 

>>Hello, everyone, and welcome to track three off beyond. My name is being in Yemen and I am an account executive here at Thought spot based out of our London office. If the accents throwing you off I don't quite sound is British is you're expecting it because the backgrounds Australian so you can look forward to seeing my face. As we go through these next few sessions, I'm gonna be introducing the guests as well as facilitating some of the Q and A. So make sure you come and say hi in the chat with any comments, questions, thoughts that you have eso with that I mean, this whole track, as the title somewhat gives away, is really about everything that you need to know and all the tips and tricks when it comes to adoption and making sure that your thoughts what deployment is really, really successful. We're gonna be taking off everything from user training on boarding new use cases and picking the right use cases, as well as hearing from our customers who have been really successful in during this before. So with that, though, I'm really excited to introduce our first guest, Kathleen Maley. She is a senior analytics executive with over 15 years of experience in the space. And she's going to be talking to us about all her tips and tricks when it comes to making the most out of your center of excellence from obviously an analytics perspective. So with that, I'm going to pass the mic to her. But look forward to continuing the chat with you all in the chat. Come say hi. >>Thank you so much, Bina. And it is really exciting to be here today, thanks to everyone for joining. Um, I'll jump right into it. The topic of evolving your analytics center of excellence is a particular passion of mine on I'm looking forward to sharing some of my best practices with you. I started my career, is a member of an analytic sioe at Bank of America was actually ah, model developer. Um, in my most recent role at a regional bank in the Midwest, I ran an entire analytics center of excellence. Um, but I've also been on the business side running my own P and l. So I think through this combination of experiences, I really developed a unique perspective on how to most effectively establish and work with an analytic CEO. Um, this thing opportunity is really a two sided opportunity creating value from analytics. Uh, and it really requires the analytics group and the line of business Thio come together. Each has a very specific role to play in making that happen. So that's a lot of what I'll talk about today. Um, I started out just like most analysts do formally trained in statistics eso whether your data analyst or a business leader who taps into analytical talent. I want you to leave this talk today, knowing the modern definition of analytics, the purpose of a modern sioe, some best practices for a modern sioe and and then the role that each of you plays in bringing this Kuito life. So with that said, let me start by level, setting on the definition of analytics that aligns with where the discipline is headed. Um, versus where it's been historically, analytics is the discovery, interpretation and communication of meaningful patterns in data, the connective tissue between data and effective decision making within an organization. And this is a definition that I've been working under for the last, you know, 7 to 10 years of my career notice there is nothing in there about getting the data. We're at this amazing intersection of statistics and technology that effectively eliminates getting the data as a competitive advantage on this is just It's true for analysts who are thinking in terms of career progression as it is for business leaders who have to deliver results for clients and shareholders. So the definition is action oriented. It's purposeful. It's not about getting the data. It's about influencing and enabling effective decision making. Now, if you're an analyst, this can be scary because it's likely what you spend a huge amount of your time doing, so much so that it probably feels like getting the data is your job. If that's the case, then the emergence of these new automated tools might feel like your job is at risk of becoming obsolete. If you're a business leader, this should be scary because it means that other companies air shooting out in front of you not because they have better ideas, necessarily, but because they can move so much faster. According to new research from Harvard Business Review, nearly 90% of businesses say the more successful when they equipped those at the front lines with the ability to make decisions in the moment and organizations who are leading their industries and embracing these decision makers are delivering substantial business value nearly 50% reporting increased customer satisfaction, employee engagement, improve product and service quality. So, you know, there there is no doubt that speed matters on it matters more and more. Um, but if you're feeling a little bit nervous, I want you to think of it. I want you think of it a little differently. Um, you think about the movie Hidden figures. The job of the women in hidden figures was to calculate orbital trajectories, uh, to get men into space and then get them home again. And at the start of the movie, they did all the required mathematical calculations by hand. At the end of the movie, when technology eliminated the need to do those calculations by hand, the hidden figures faced essentially the same decision many of you are facing now. Do I become obsolete, or do I develop a new set of, in their case, computer science skills required to keep doing the job of getting them into space and getting them home again. The hidden figures embraced the latter. They stayed relevant on They increase their value because they were able to doom or of what really mattered. So what we're talking about here is how do we embrace the new technology that UN burdens us? And how do we up skill and change our ways of working to create a step function increase in data enabled value and the first step, really In evolving your analytics? Dewey is redefining the role of analytics from getting the data to influencing and enabling effective decision making. So if this is the role of the modern analyst, a strategic thought partner who harnesses the power of data and directs it toward achieving specific business outcomes, then let's talk about how the series in which they operate needs change to support this new purpose. Um, first, historical CEOs have primarily been about fulfilling data requests. In this scenario, C always were often formed primarily as an efficiency measure. This efficiency might have come in the form of consistency funds, ability of resource is breaking down silos, creating and building multipurpose data assets. Um, and under the getting the data scenario that's actually made a lot of sense for modern Sealy's, however, the objective is to create an organization that supports strategic business decision ing for individuals and for the enterprises the whole. So let's talk about how we do that while maintaining the progress made by historical seaweeds. It's about really extending its extending what, what we've already done the progress we've already made. So here I'll cover six primary best practices. None is a silver bullet. Each needs to fit within your own company culture. But these air major areas to consider as you evolve your analytics capabilities first and foremost always agree on the purpose and approach of your Coe. Successfully evolving yourself starts with developing strategic partnerships with the business leaders that your organization will support that the analytics see we will support. Both parties need to explicitly blocked by in to the objective and agree on a set of operating principles on bond. I think the only way to do that is just bringing people to the table, having an open and honest conversation about where you are today, where you wanna be and then agree on how you will move forward together. It's not about your organization or my organization. How do we help the business solve problems that, you know, go beyond what what we've been able to do today? So moving on While there's no single organizational model that works for everyone, I generally favor a hybrid model that includes some level of fully dedicated support. This is where I distinguish between to whom the analyst reports and for whom the analyst works. It's another concept that is important to embrace in spirit because all of the work the analyst does actually comes from the business partner. Not from at least it shouldn't come from the head of the analytic Center of excellence. Andan analysts who are fully dedicated to a line of business, have the time in the practice to develop stronger partnerships to develop domain knowledge and history on those air key ingredients to effectively solving business problems. You, you know, how can you solve a problem when you don't really understand what it is? So is the head of an analytic sioe. I'm responsible for making sure that I hire the right mix of skills that I can effectively manage the quality of my team's work product. I've got a specialized skill set that allows me to do that, Um, that there's career path that matters to analysts on all of the other things that go along with Tele management. But when it comes to doing the work, three analysts who report to me actually work for the business and creating some consistency and stability there will make them much more productive. Um, okay, so getting a bit more, more tactical, um, engagement model answers the question. Who do I go to When? And this is often a question that business partners ask of a centralized analytics function or even the hybrid model. Who do I go to win? Um, my recommendation. Make it easy for them. Create a single primary point of contact whose job is to build relationships with a specific partner set of partners to become deeply embedded in their business and strategies. So they know why the businesses solving the problems they need to solve manage the portfolio of analytical work that's being done on behalf of the partner, Onda Geun. Make it make it easy for the partner to access the entire analytics ecosystem. Think about the growing complexity of of the current analytics ecosystem. We've got automated insights Business Analytics, Predictive modeling machine learning. Um, you Sometimes the AI is emerging. Um, you also then have the functional business questions to contend with. Eso This was a big one for me and my experience in retail banking. Uh, you know, if if I'm if I'm a deposits pricing executive, which was the line of business role that I ran on, I had a question about acquisitions through the digital channel. Do I talk Thio the checking analyst, Or do I talk to the digital analyst? Um, who owns that question? Who do I go to? Eso having dedicated POC s on the flip side also helps the head of the center of excellence actually manage. The team holistically reduces the number of entry points in the complexity coming in so that there is some efficiency. So it really is a It's a win win. It helps on both sides. Significantly. Um, there are several specific operating rhythms. I recommend each acting as a as a different gear in an integrated system, and this is important. It's an integrated decision system. All of these for operating rhythms, serves a specific purpose and work together. So I recommend a business strategy session. First, UM, a portfolio management routine, an internal portfolio review and periodic leadership updates, and I'll say a little bit more about each of those. So the business strategy session is used to set top level priorities on an annual or semiannual basis. I've typically done this by running half day sessions that would include a business led deep dive on their strategy and current priorities. Again, always remembering that if I'm going to try and solve all the business problem, I need to know what the business is trying to achieve. Sometimes new requester added through this process often time, uh, previous requests or de prioritized or dropped from the list entirely. Um, one thing I wanna point out, however, is that it's the partner who decides priorities. The analyst or I can guide and make recommendations, but at the end of the day, it's up to the business leader to decide what his or her short term and long term needs and priorities are. The portfolio management routine Eyes is run by the POC, generally on a biweekly or possibly monthly basis. This is where new requests or prioritize, So it's great if we come together. It's critical if we come together once or twice a year to really think about the big rocks. But then we all go back to work, and every day a new requests are coming up. That pipeline has to be managed in an intelligent way. So this is where the key people, both the analyst and the business partners come together. Thio sort of manage what's coming in, decking it against top priorities, our priorities changing. Um, it's important, uh, Thio recognize that this routine is not a report out. This routine is really for the POC who uses it to clarify questions. Raised risks facilitate decisions, um, from his partners with his or her partner so that the work continues. So, um, it should be exactly as long as it needs to be on. Do you know it's as soon as the POC has the information he or she needs to get back to work? That's what happens. An internal portfolio review Eyes is a little bit different. This this review is internal to the analytics team and has two main functions. First, it's where the analytics team can continue to break down silos for themselves and for their partners by talking to each other about the questions they're getting in the work that they're doing. But it's also the form in which I start to challenge my team to develop a new approach of asking why the request was made. So we're evolving. We're evolving from getting the data thio enabling effective business decision ing. Um, and that's new. That's new for a lot of analysts. So, um, the internal portfolio review is a safe space toe asks toe. Ask the people who work for May who report to May why the partner made this request. What is the partner trying to solve? Okay, senior leadership updates the last of these four routines, um, less important for the day to day, but significantly important for maintaining the overall health of the SIOE. I've usually done this through some combination of email summaries, but also standing agenda items on a leadership routine. Um, for for me, it is always a shared update that my partner and I present together. We both have our names on it. I typically talk about what we learned in the data. Briefly, my partner will talk about what she is going to do with it, and very, very importantly, what it is worth. Okay, a couple more here. Prioritization happens at several levels on Dive. Alluded to this. It happens within a business unit in the Internal Portfolio review. It has to happen at times across business units. It also can and should happen enterprise wide on some frequency. So within business units, that is the easiest. Happens most frequently across business units usually comes up as a need when one leader business leader has a significant opportunity but no available baseline analytical support. For whatever reason. In that case, we might jointly approach another business leader, Havenaar Oi, based discussion about maybe borrowing a resource for some period of time. Again, It's not my decision. I don't in isolation say, Oh, good project is worth more than project. Be so owner of Project Be sorry you lose. I'm taking those. Resource is that's It's not good practice. It's not a good way of building partnerships. Um, you know that that collaboration, what is really best for the business? What is best for the enterprise, um, is an enterprise decision. It's not a me decision. Lastly, enterprise level part ization is the probably the least frequent is aided significantly by the semi annual business strategy sessions. Uh, this is the time to look enterprise wide. It all of the business opportunities that play potential R a y of each and jointly decide where to align. Resource is on a more, uh, permanent basis, if you will, to make sure that the most important, um, initiatives are properly staffed with analytical support. Oxygen funding briefly, Um, I favor a hybrid model, which I don't hear talked about in a lot of other places. So first, I think it's really critical to provide each business unit with some baseline level of analytical support that is centrally funded as part of a shared service center of excellence. And if a business leader needs additional support that can't otherwise be provided, that leader can absolutely choose to fund an incremental resource from her own budget that is fully dedicated to the initiative that is important to her business. Um, there are times when that privatization happens at an enterprise level, and the collective decision is we are not going to staff this potentially worthwhile initiative. Um, even though we know it's worthwhile and a business leader might say, You know what? I get it. I want to do it anyway. And I'm gonna find budget to make that happen, and we create that position, uh, still reporting to the center of excellence for all of the other reasons. The right higher managing the work product. But that resource is, as all resource is, works for the business leader. Um, so, uh, it is very common thinking about again. What's the value of having these resource is reports centrally but work for the business leader. It's very common Thio here. I can't get from a business leader. I can't get what I need from the analytics team. They're too busy. My work falls by the wayside. So I have to hire my own people on. My first response is have we tried putting some of these routines into place on my second is you might be right. So fund a resource that's 100% dedicated to you. But let me use my expertise to help you find the right person and manage that person successfully. Um, so at this point, I I hope you see or starting to see how these routines really work together and how these principles work together to create a higher level of operational partnership. We collectively know the purpose of a centralized Chloe. Everyone knows his or her role in doing the work, managing the work, prioritizing the use of this very valuable analytical talent. And we know where higher ordered trade offs need to be made across the enterprise, and we make sure that those decisions have and those decision makers have the information and connectivity to the work and to each other to make those trade offs. All right, now that we've established the purpose of the modern analyst and the functional framework in which they operate, I want to talk a little bit about the hard part of getting from where many individual analysts and business leaders are today, uh, to where we have the opportunity to grow in order to maintain pain and or regain that competitive advantage. There's no judgment here. It's simply an artifact. How we operate today is simply an artifact of our historical training, the technology constraints we've been under and the overall newness of Applied analytics as a distinct discipline. But now is the time to start breaking away from some of that and and really upping our game. It is hard not because any of these new skills is particularly difficult in and of themselves. But because any time you do something, um, for the first time, it's uncomfortable, and you're probably not gonna be great at it the first time or the second time you try. Keep practicing on again. This is for the analyst and for the business leader to think differently. Um, it gets easier, you know. So as a business leader when you're tempted to say, Hey, so and so I just need this data real quick and you shoot off that email pause. You know it's going to help them, and I'll get the answer quicker if I give him a little context and we have a 10 minute conversation. So if you start practicing these things, I promise you will not look back. It makes a huge difference. Um, for the analyst, become a consultant. This is the new set of skills. Uh, it isn't as simple as using layman's terms. You have to have a different conversation. You have to be willing to meet your business partner as an equal at the table. So when they say, Hey, so and so can you get me this data You're not allowed to say yes. You're definitely not is not to say no. Your reply has to be helped me understand what you're trying to achieve, so I can better meet your needs. Andi, if you don't know what the business is trying to achieve, you will never be able to help them get there. This is a must have developed project management skills. All of a sudden, you're a POC. You're in charge of keeping track of everything that's coming in. You're in charge of understanding why it's happening. You're responsible for making sure that your partner is connected across the rest of the analytics. Um, team and ecosystem that takes some project management skills. Um, be business focused, not data focused. Nobody cares what your algorithm is. I hate to break it to you. We love that stuff on. We love talking about Oh, my gosh. Look, I did this analysis, and I didn't think this is the way I was gonna approach it, and I did. I found this thing. Isn't it amazing? Those are the things you talk about internally with your team because when you're doing that, what you're doing is justifying and sort of proving the the rightness of your answer. It's not valuable to your business partner. They're not going to know what you're talking about anyway. Your job is to tell them what you found. Drawing conclusions. Historically, Analyst spent so much of their time just getting data into a power 0.50 pages of summarized data. Now the job is to study that summarized data and draw a conclusion. Summarized data doesn't explain what's happening. They're just clues to what's happening. And it's your job as the analyst to puzzle out that mystery. If a partner asked you a question stated in words, your answer should be stated in words, not summarized data. That is a new skill for some again takes practice, but it changes your ability to create value. So think about that. Your job is to put the answer on page with supporting evidence. Everything else falls in the cutting room floor, everything. Everything. Everything has to be tied to our oi. Um, you're a cost center and you know, once you become integrated with your business partner, once you're working on business initiatives, all of a sudden, this actually becomes very easy to do because you will know, uh, the business case that was put forth for that business initiative. You're part of that business case. So it becomes actually again with these routines in place with this new way of working with this new way of thinking, it's actually pretty easy to justify and to demonstrate the value that analytic springs to an organization. Andi, I think that's important. Whether or not the organization is is asking for it through formalized reporting routine Now for the business partner, understand that this is a transformation and be prepared to support it. It's ultimately about providing a higher level of support to you, but the analysts can't do it unless you agree to this new way of working. So include your partner as a member of your team. Talk to them about the problems you're trying to sell to solve. Go beyond asking for the data. Be willing and able to tie every request to an overarching business initiative on be poised for action before solution is commissioned. This is about preserving. The precious resource is you have at your disposal and you know often an extra exploratory and let it rip. Often, an exploratory analysis is required to determine the value of a solution, but the solution itself should only be built if there's a plan, staffing and funding in place to implement it. So in closing, transformation is hard. It requires learning new things. It also requires overriding deeply embedded muscle memory. The more you can approach these changes is a team knowing you won't always get it right and that you'll have to hold each other accountable for growth, the better off you'll be and the faster you will make progress together. Thanks. >>Thank you so much, Kathleen, for that great content and thank you all for joining us. Let's take a quick stretch on. Get ready for the next session. Starting in a few minutes, you'll be hearing from thought spots. David Coby, director of Business Value Consulting, and Blake Daniel, customer success manager. As they discuss putting use cases toe work for your business

Published Date : Dec 10 2020

SUMMARY :

But look forward to continuing the chat with you all in the chat. This is for the analyst and for the business leader to think differently. Get ready for the next session.

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Dave Brown, Amazon & Mark Lohmeyer, VMware | AWS re:Invent 2020


 

>>from >>around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. >>Hello and welcome back to the Cube Coverage of eight of us reinvent 2020 Virtual. I'm John for your host of the Cube. Normally we're in person this year. It's a virtual event. It is reinvent and cube virtual here. We got great interview here. Segment with VM ware and A W s. Two great guests. Keep both Cube alumni. Marc Lemire, senior vice president, general manager, The Cloud Services Business Unit VM Ware and Dave Brown, Vice president Elastic Compute Cloud easy to from Amazon Web services Gentlemen, great to see you guys. Thanks for coming on. >>Great. Thank you. Good to be back. >>Thanks. Great to be back. >>So you know, Dave, we love having you on because ec2 obviously is the core building block of a device. Once the power engine, it's the core product. And Mark, we were just talking a few months ago at VM World of momentum you guys have had on the business front. It's even mawr accelerated with co vid on the pandemic. Give us the update The partnership three years ago when Pat and Andy in San Francisco announced the partnership has been nothing but performance. Business performance, technical integration. Ah, lots happened. What's the update here for reinvent? >>Yeah, I guess the first thing I would say is look, you know, the partnership has has never been stronger. You know, as you said, uh, we announced the partnership and delivered the initial service three years ago. And I think since then, both companies have really been focused on innovating rapidly on behalf of our customers bringing together the best of the VM, or portfolio, and the best of, you know, the entire AWS. A set of capabilities. And so we've been incredibly pleased to be able to deliver those that value to our joint customers. And we look forward to continue to work very closely together. You know, across all aspects of our two companies toe continue to deliver more and more value to our joint customers. >>Well, I want to congratulate you guys at VM where, you know, we've been following that story from day one. I let a lot of people skeptical on the partnership. We were pretty bullish on it. We saw the value. It's been just been great Synergy day. I want to get your thoughts because, you know, I've always been riffing about enabling technologies and and the way it works is enabling technologies. Allow your partners to make more money, too. Right? So you guys do that with the C two, and I know that for a fact because we're doing well with our virtual event cloud, but are easy to bills are up, but who cares? We're doing well. This is the trend you guys are enabling partners, and VM Ware in particular, has a lot of customers that are on AWS. What's your perspective on all this? >>You know the part. The part maker system is so important for us, right? And we get from our customers. We have many customers who, you know, use VM ware in their own environment. They've been using it for years and years, um, true for many other software applications as well and other technologies. Andi, when they moved to AWS there very often. When you use those tools on those services on AWS is well and so you know, we we partner with many, many, many, many companies, and so it's a high priority for us. The VM Ware partnership, I think, is being sort of role model for us in terms of, you know, sitting out outside Sana goal back in 2016. I think it waas and, you know, delivering on that. Then continue to innovate on features over the last three years listening to our customers, bringing larger customers on board, giving them more advanced networking features, improving. You know that the instance types of being whereas utilizing to deliver value to their customers and most recently, obviously, with Outpost AWS outposts and parking with VM ware on VM are enabled outposts and bringing that to our customers and their own data centers. So we see the whole partner ecosystem is critically important. Way were spent a lot of time with VM and other partners on something that our customers really value. >>Mark, I want to get your thoughts on this because I was just riffing with Day Volonte about this. Um, heightened awareness with that covert 19 in the pandemic has kind of created, which is an accelerant of the value. And one >>of the >>things that's a parent is when you have this software driven and software defined kind of environment, whether it's in space or on premise or in the cloud. Um, it's the software that's driving everything, but you have to kind of components. You have the how do you operate something, And then how does the software works? So you know, it's the hand in the glove operators and software in the cloud really is becoming kind of the key things. You guys have been very successful as a company with I t operations, and now you're moving into the cloud. Can you share your thoughts on how VM Ware cloud on AWS takes that next level for your customers? So I think that's a key point that needs to be called that. What's your What's your thoughts on that? >>Yeah, I think you hit the nail on the head, and I think, you know, look, every company is on a journey to transform the level of capability they're able to offer to their customers and their employees, right? And a big part of that is how do they modernize their application environment? How do they how do they deliver new applications and services? And so this has been underway for for a while now. But if if anything, I think Cove, it has only accelerated. Um, the need for customers to be able to continue to go down that path. And so, you know, between VM ware in AWS, um, you know, we're looking to provide those customers a platform that allows them to accelerate their path to application, modernization and new services and capabilities. And, um, you know, Dave talked about the ecosystem and the importance of the ecosystem that AWS and I think you know, together. What we've been able to do if you sort of think about it, is, you know, bringing together this rich set of VM Ware services and capabilities. Um, that we've talked about before, as well as new VM Ware capabilities, for example, the ability to enable kubernetes based applications and services on top of this Corby, um or platform with Tan Xue. Right. So customers can get access to all of that is they go down this modernization path. But, you know, right next door in the same ese is 375 native AWS services that they can use together in conjunction, uh, with that environment. And so if you think about accelerating that journey right Being ableto rapidly migrate those VM ware based workloads into the AWS cloud. When you're in the AWS cloud, be able to modernize that environment using the VM Ware Tansu capability, the native AWS services and then the infrastructure that needs to come together to make that possible, for example, the network connectivity that needs to be enabled, um, to take advantage of some of those services together. Um, you know, we're really we're trying to accelerate our delivery of those capabilities so that we can help our customers accelerate the delivery of that application value thio to their customers. >>David want to get your thoughts on the trends If you speak to the customers out there at VM Ware, customers that are on the cloud because you know the sphere, for instance, very popular on the Ws Cloud with VM Ware Cloud as well as these new modern application trends like Tan Xue, Project Monterey is coming around the corner that was announced that VM world what trends do you see from the two perspective that you could share to the VM ware eight of his customers? What's the key wave right now that they should be riding on. >>Yeah, I think a few things, you know, we definitely are seeing an acceleration in customers Looking Thio looking to utilize humor on AWS You know, there was a lot of interest early on, really, over the last year, I think we've seen 140% growth in the service, which has been incredibly exciting for both of us and really shows that we we're providing customers with the service that works. You know, I think one of the key things that Mark called out just talking previously was just how simple it is for customers to move. You know, often moving to the cloud gets muddled with modernization, and it takes a long time because customers to kind of think about how do they actually make this move? Or are they stuck within their own facility on data center or they need to modernize? We moved to a different hyper visor with PM on AWS. You literally get that same environment on AWS, and so whether it's a a migration because you want to move out of your on premise facility, whether it's a migration because you want to grow and expand your facility without needing to. You know, build more data centers yourself Whether you're looking to build a d. R site on AWS on whether you looking just, you know, maybe build a new applications tank that you wanna build in a modern way, you know, using PMR in Tanzania and all the AWS services, all of those a positive we're seeing from customers. Um, you know, I think I think as the customers grow, the demand for features on being were in AWS grows as well. And we put out a number of important features to support customers that really, really large scale. And that's something that's being exciting. It's just some of the scale that we're seeing from very, very large being, we customers moving over to AWS. And so I think you know a key messages. If you have a Vienna installation today and you're thinking about moving to the cloud, it's really a little that needs to stop you in starting to move. It is is very simple to set up, and very little you have to do to your application stack to actually move it over. >>Mark, that's a great point. I want to get your thoughts on that in reaction toe. What? Dave just said Because this is kind of what you guys had said many years ago and also a VM world when we were chatting, disrupting operations just to stand up the clubs shouldn't be in place. It should be easy on you. Heard what Dave said. It's like you got >>a >>lot of cultures that are operating large infrastructure and they want to move to the cloud. But they got a mandate toe make everything. Is a services more cloud native coming. So, yeah, you gotta check off the VM where boxes and keep things running. But you gotta add more modern tooling mawr application pressure there. So there's a lot of pressure from the business units and the business models to say We gotta take advantage of the modern applications. How do you How do you look at that? >>Yeah, yeah, I mean, I think Look, making this a simple is possible is obviously a really important aspect of what we're trying Thio enable for our customers. Also, I think the speed is important, right? How you know, how can we enable them? Thio accelerate their ability to move to the cloud, but then also accelerate their ability Thio, um, deliver new services and capabilities that will differentiate their business. And then how do we, uh, kind of take some of the heavy lifting off the customers plate in terms of what it actually takes to operate and run the infrastructure and do so in a highly available way that they could depend upon for their business? And of course, delivering that full capabilities of service is a big part of that. You know, one of my when my favorite customer examples eyes a company called Stage Coach, uh, European based transportation company. And they run a network of Busses and trains, etcetera, and they actually decided to use VM. Tosto run one of their most mission critical applications, which is involved with basically scheduling, scheduling those systems right in the people that they know, the bus drivers in the train conductors etcetera. And so if you think about that application right, its's a mission critical application for them. It's also one that they need to be able to iterate involved and improve very quickly, and they were able to take advantage of a number of fairly unique capabilities of the joint service we built together to make that possible. Um, you know, the first thing that they did is they took advantage of something called stretch clusters. The M we're cloud on AWS stretch clusters Where, uh, we basically take that VM Ware environment and we stretch it. We stretch the network across to aws availability zones in the same region, Onda. Then they could basically run their applications on top of that that environment. And this is a really powerful capability because it ensures the highest levels of s L. A. For that application for four nines. In this case, if anything happens, Thio fail in one of those, uh, Aziz, we can automatically fail over and restart the application in the second ese on DSO provides this high level of availability, but they're also able to take advantage of that without on day one. Talk about keeping it simple without on day one, requiring any changes to the application of myself because that application knew how to work in the sphere. And so you know that I work in the sphere in the cloud and it can fail over on the sphere in the cloud on dso they were able to get there quickly. They're able Thio enable that application and now they're taking the next step. Which is how do I enhance and make that application even better, you know, leveraging some of the VM or capabilities also looking to take advantage of some of the native AWS capabilities. So I think that sort of speed, um you know that simplicity that helps helps customers down that path to delivering more value to their employees and their customers. That and we're really excited that were ableto offer that your customers >>just love the philosophy that both companies work back from the customer customer driven kind of mentality certainly key here to this partnership, and you can see the performance. But I think one of the differentiations that I love is that join integration thing engineering that you guys were doing together. I think that's a super valuable, differentiated VM where Dave, this is a key part of the relationship. You know, when I talked to Pat Gelsinger and and again back three years ago and he had Raghu from VM, Ware was like, This is different engineering together. What's your perspective from the West side when someone says, Yeah. Is that Riel? You know, it is easy to really kind of tied in there and his Amazon really doing joint engineering. What do you say to that? >>Oh, absolutely. Yeah, it's very real. I mean, it's been an incredible, incredible journey together, Right? Right, Right from the start, we were trying to work out how to do this back in 2016. You know, we were using some very new technology back then that we hadn't honestly released yet. Uh, the nitrous system, right? We started working with family and the nitrous system back in late 2016, and we only launched our first nitrous system enabled instance that reinvent 2017. And so we were, you know, for a year having being a run on the nitrous system, internally making sure that, you know, we would support their application and that VM Ware ran well on BC around. Well, on aws on, that's been ongoing. And, you know, the other thing I really enjoy about the relationship is learning how to best support each other's customers on on AWS and being where, and Mark is talking about stretch clusters and are being whereas, you know, utilizing the availability zones. We've done other things in terms of optimizing placement with across, you know, physical reaction in data centers. You know, Mark and the team have put forward requirements around, you know, different instance types and how they should perform invest in the Beamer environment. We've taken that back into our instance type definition and what we've released there. So it happens in a very, very low level. And I think it's both teams working together frequently, lots of meetings and then, you know, pushing each other. You know, honestly. And I think for the best experience or at the end of the day, for our joint customers. So it's been a great relationship. >>It helps when both companies are very fluent technically and pushing the envelope with technology. Both cultures, I know personally, are very strong technically, but they also customer centric. Uhm, Mark, I gotta put you on the spot on this question because this comes up every year this year more than ever. Um, is the question around VM ware on A W S and VM ware in general, and it's more of a general industry theme. But I wanna ask you because I think it relates to the US Um vm ware cloud on aws. Um, the number one question we get is how can I automate my I t operations? Because it's kind of a no brainer. Now it's kind of the genes out of the bottle. That's a mandate. But it's not always easy. Easy as it sounds to dio, you still got a lot to dio. Automation gets you level set to take advantage of some of these higher level services, and all customers want to get there fast. Ai i o t a lot of goodness in the cloud that you kinda gotta get there through kinda automating the based up first. So how did how are your customers? How are you guys helping customers automate their infrastructure operations? >>Yeah, I mean, Askew articulated right? This is a huge demand. The requirement from our customer base, right? Uh, long gone are the days that you wanna manually go into a u I and click around here, click there to make things happen, right? And so, um, you know, obviously, in addition to the core benefit of hey, we're delivering this whole thing is a service, and you don't have to worry about the hardware, the software, the life cycle all of that, Um you know, at a higher level of the stack, we're doing a lot of work to basically expose a very rich set of AP eyes. We actually have enabled that through something called the VM, or Cloud Developer center, where you can go and customer could go and understand all of the a p i s that we make available to that they can use to build on top of to effectively automated orchestrate their entire VM or cloud on AWS based infrastructure. And so that's an area we've we've invested a lot in. And at the end of the day, you know we want Thio. Both enable our customers to take their existing automation tooling that they might have been using on their VM ware based environment in their own data center. Obviously, all of that should continue to work is they bring that into the emcee aws. Um but now, once we're in AWS and we're delivering, this is a service in AWS. There's actually a higher level of automation, um that we can enable, and so you know everything that you can do through the VM or cloud console. Um, you can do through a P. I s So we've exposed roughly a piece that allow you to add or remove instance capacity ap eyes that allow you to configure the network FBI's that allow you toe effectively. Um, automate all aspects of sort of how you want Thio configure and pull together that infrastructure. Onda. You know, as Dave said, a lot of this, you know, came from some of those early just customer discussions where that was a very, very clear expectations. So, you know, we've we've been working hard. Thio make that possible. >>So can customers integrate native Cloud native technologies from AWS into APS running on VM ware cloud on any of us? >>Yeah. I mean, I'll give you one example for so we you know, we've been able to support for cloud formation right on top of the M C. Mehta best. And so that's, you know, one way that you can leverage these 80 best tools on top of on top of the m. C at best. Um and you know, as we talked about before, uh, you know everything on the VM ware in the VM ware service. We're exposing through those AP eyes. And then, of course, everything it best does has been built that way from the start. And so customers can work. Um, you know, seamlessly across those two environments. >>Great stuff. Great update. Final question for both of you. Uh, Dave will start with you. What's the unique advantages? When you people watching? That's gonna say, OK, I get it. I see the momentum. I've now got a thing about post pandemic growth strategies. I gotta fund the projects, so I'm either gonna retool while I'm waiting for the world to open up. Two. I got a tail wind. This is good for my business. I'm gonna take advantage of this. How do they modernize our application? What? The unique things with VM Ware Cloud on AWS. What's unique? What would you say? I >>mean, I think the big thing for me eyes the consistency, um, the other way that were built This between the the sphere on prime environment and the the sphere that you get on aws with BMC on aws. Um you know, when I think about modernization and honestly, any project that I do, we do it Amazon I don't like projects that required enormous amount of planning and then tooling. And then, you know, you've this massive waterfall stock project before you do anything meaningful. And what's so great about what we built here is you can start that migration almost immediately, start bringing a few applications over. And when you do that, you can start saying, Okay, where do we want to make improvements? But just by moving over to aws NBN were on AWS, you start to reap the benefits of being in the child right from day one. Many of the things Mark called out about infrastructure management and that sort of thing. But then you get to modernize off to that as well. And so just the richness in terms of, you know, being where a tan xue and then the you know, I think it's more than 200 AWS services. Now you get to bring all that into your application stack, but at a time at a at a at a cadence or time that really matters to you. But you could get going immediately, and I think that's the thing that customers ready need to do if you find yourself in a situation you know, with just how much the world's changed in the last year. Looking Thio. Modernize your applications deck, Looking for the cost benefits. Looking to maybe get out of the data center. Um, it's a relatively easy both forward and just put in a couple of engineers a couple of technicians on to actually starting to do the process. I think you'll be very surprised at how much progress you can actually make in a short amount of time. >>Mark, you're in charge of the Cloud Services business unit at VM Ware CPM. Where cloud on AWS successful more to do a lot of action kubernetes cloud native automation and the list goes on and on. What are the most unique advantages that you guys have? What would you say? >>Yeah, I mean, I would maybe just build on Dave's comments a bit. I think you know, if you look at it through the customer lens three ability to reiterate and the ability to move quickly and not being forced into sort of a one size fits all model, right? And so there may be certain applications that they run into VM, and they want to run into VM forever. Great. We could enable that there might be other applications that they want to move from a VM into a container, remove into kubernetes and do that in a very seamless way. And we can enable that with, uh, with Tan Xue, right? By the way, they may wanna actually many applications. They're gonna require, uh, complex composite applications that have some aspects of it running in communities, other aspects running on VMS. You know, other aspects connecting to some native AWS services. And so, you know, we could enable those types of, you know, incremental value that's delivered very, very quickly that allows them at the end of the day to move, move fast on behalf of their own customers and deliver more about it to them. So I think this this sort of philosophy, right that Dave talked about I think is is one of the really important things we've tried to focus on, um, together. But, you know, on behalf of our joint customers and you know that that sort of capabilities just gets richer and richer. Overtime right. Both of us are continuing to innovate, and both of us will continue to think about how we bring those services together as we innovate in our respective areas and how they need to link together as part of this This intense solution. Um, so, uh, you know that I think that you're gonna see us continue to invest, continue to move quickly. Um, continue to respond to what our customers together are asking us. Thio enable for them. >>Well, really appreciate the insight. Thanks for coming on this cube virtual, um, segment. Um, virtualization has hit the cube where we have multiple virtual stages out there at reinvent on the site. Obviously, it's a virtual event over three weeks, so it's a little bit not four days or three days. It's three weeks. So, um, if you're watching this, check out the site. Tons of good V o D. The executive leaderships Check out the keynotes that air there. It's awesome. Big news. Of course. Check out the cube coverage, but I have one final final question is you guys are leaders in the industry and within your companies, and we're virtual this year. You gotta manage your teams. You still gotta go to work every day. You gotta operate your business is a swell as work with customers. What have you guys learned? And can you share any, um, advice or observations of how to be effective as a leader, a za manager, and as a customer interface point for your companies? >>Well, I I think, uh, let me go first, then Mark Mark and had some things, you know, I think we're moving to certainly in the last year, specifically with covert. You know, we've we've we've just passed out. I think we just passed out seven months off, being remote now on, obviously doing reinvent as well. Um, it zits certainly taken some adjusting. I think we've done relatively well, um, with, you know, going virtual. We were well prepared at Amazon to go virtual, but from a leadership point of view, you know, making sure that you have been some positives, right? So for one, I have I have teams all over the world, and, uh, being virtually actually helped a lot with that. You know, everybody is virtually all on the same stage. It's not like we have a group of us in Seattle and a few others scattered around the world. Everybody's on the same cold now. on that has the same you know, be able to listen to in the same way. But I better think a lot about sort of just my own time. Personally, in the time that my team spends, I think it's been very easy for us. Thio run a little too hot waken start a little too early and run a little too late in the evenings on DSO, making sure that we protect that time. And then, obviously, from a customer point of view, you know, we found that customers are very willing to engage virtually as well around the world s Oh, that's something we've been able to utilize very well to continue to have. You know what we call our executive briefing center and do those sorts of things customer meetings on in some ways. You know, without the plane trip on either side to the other side of the world, you're able to do more of those and stay even more in contact with your customers. So it's been it's been a lot of adjustment for us. I think we've done well. I think you know, a zay said. We've had a look at Are we keeping it balanced because I think it's very easy to get out of balance and just from a time point of view. But I think I'm sure it'll show. It'll change again as the world goes back to normal. But in many ways, I think we've learned a lot of valuable lessons that I hope in some cases don't go away. I think well will probably be more virtual going forward. So that's what a bit of from my side >>creating. Yeah. Confronting hot people run hard. You can, you know, miss misfire on that and burnout gonna stay, Stay tuned. Mark your thoughts. Is leader customers defeating employees? Customers? >>Yeah. I mean, in many ways, I would say similar experience. I think, uh, I mean, if you sort of think back, right, uh, it's in many ways amazing that within the course of literally a week, right, I think about some of the BMR experience we went from, uh, you know, 90 95% of our employees, at least in the US, working in an office right to immediately all working from home. And, uh, you know, I think having the technology is available to make that possible and really? For the most part, without skipping a beat. Um, it is pretty pretty amazing, right? Um and then, you know, I think from a productivity perspective, in many ways, you know, it z increased productivity. Right? Um, they have mentioned the ability engage customers much more easily you think about in the past, you would have taken a flight to Europe to maybe meet with, you know, 5 to 10 customers and spent an entire week. And now you can do that in, you know, in the morning, right? Um, and the way we sort of engaged our teams, I think in many ways, um, sort of online, uh, can create a very, very rich experience, right? In a way to bring people together across many locations in a much more seamless way than if maybe part of the team is there in the office. And some other part of the team is trying toe connect in through resume or something else. A little bit of a fragmented experience. But if everyone's on the same platform, regardless of where you are e think we've seen some benefits from that. >>It's interesting. You see virtualization. What that did to the servers created cloud, you know. Hey, Productivity. >>You also have to be careful. You don't run those servers too hot. You >>gotta have a cooling. You got the cooling Eso I You know, this is really an interesting, you know, social, uh, equation Global phenomenon of productivity Cloud. Combined with this notion of virtual changes, the workloads, the work flows, the workplace and the workforce, right, The future work. So I think, you know, we're watching this closely. I know you guys have both had great success from the pandemic with this new pressure on the cloud, because it's a new model, a new way to do things, So we'll keep watching it. Thanks for the insight. Thanks for coming on and and enjoy the rest of reinvent. >>Great. Thank >>you. Great to be here. >>Okay, this the cubes coverage. I'm John for your host of Cuban, remember? Go to the reinvent site. Three weeks of great virtual content over this month, Of course. Cube coverage for three weeks. Stay tuned off. All the analysis and a lot of great thought leadership in the industry commentary. Stay with us throughout the month. Thank you. Yeah,

Published Date : Dec 1 2020

SUMMARY :

It's the Cube with digital coverage of AWS great to see you guys. Good to be back. Great to be back. So you know, Dave, we love having you on because ec2 obviously is the core building block of a device. and the best of, you know, the entire AWS. This is the trend you guys are enabling so you know, we we partner with many, many, many, many companies, and so it's a high priority for us. Mark, I want to get your thoughts on this because I was just riffing with Day Volonte about this. You have the how do you operate something, and I think you know, together. customers that are on the cloud because you know the sphere, for instance, very popular on the Ws Yeah, I think a few things, you know, we definitely are seeing an acceleration in customers Dave just said Because this is kind of what you guys had said many years ago and also a VM world when we were chatting, How do you How do you look Which is how do I enhance and make that application even better, you know, certainly key here to this partnership, and you can see the performance. And so we were, you know, for a year having being a run on the nitrous system, a lot of goodness in the cloud that you kinda gotta get there through kinda automating hardware, the software, the life cycle all of that, Um you know, at a higher level of the stack, And so that's, you know, one way that you can leverage these 80 best tools on top of on top What would you say? And so just the richness in terms of, you know, being where a tan xue and then that you guys have? I think you know, And can you share any, um, advice or observations on that has the same you know, be able You can, you know, miss misfire on that and But if everyone's on the same platform, regardless of where you are e cloud, you know. You also have to be careful. So I think, you know, we're watching this closely. Great. Great to be here. All the analysis and a lot of great thought leadership in the industry commentary.

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