(energetic music) >> Everyone, welcome back to theCUBE's coverage of WiDS 2023. This is the eighth annual Women in Data Science Conference. As you know, WiDS is not just a conference or an event, it's a movement. This is going to include over 100,000 people in the next year WiDS 2023 in 200-plus countries. It is such a powerful movement. If you've had a chance to be part of the Livestream or even be here in person with us at Stanford University, you know what I'm talking about. This is Lisa Martin. I have had the pleasure all day of working with two fantastic graduate students in Stanford's Data Journalism Master's Program. Hannah Freitag has been here. Tracy Zhang, ladies, it's been such a pleasure working with you today. >> Same wise. >> I want to ask you both what are, as we wrap the day, I'm so inspired, I feel like I could go build an airplane. >> Exactly. >> Probably can't. But WiDS is just the inspiration that comes from this event. When you walk in the front door, you can feel it. >> Mm-hmm. >> Tracy, talk a little bit about what some of the things are that you heard today that really inspired you. >> I think one of the keyword that's like in my mind right now is like finding a mentor. >> Yeah. >> And I think, like if I leave this conference if I leave the talks, the conversations with one thing is that I'm very positive that if I want to switch, say someday, from Journalism to being a Data Analyst, to being like in Data Science, I'm sure that there are great role models for me to look up to, and I'm sure there are like mentors who can guide me through the way. So, like that, I feel reassured for some reason. >> It's a good feeling, isn't it? What do you, Hannah, what about you? What's your takeaway so far of the day? >> Yeah, one of my key takeaways is that anything's possible. >> Mm-hmm. >> So, if you have your vision, you have the role model, someone you look up to, and even if you have like a different background, not in Data Science, Data Engineering, or Computer Science but you're like, "Wow, this is really inspiring. I would love to do that." As long as you love it, you're passionate about it, and you are willing to, you know, take this path even though it won't be easy. >> Yeah. >> Then you can achieve it, and as you said, Tracy, it's important to have mentors on the way there. >> Exactly. >> But as long as you speak up, you know, you raise your voice, you ask questions, and you're curious, you can make it. >> Yeah. >> And I think that's one of my key takeaways, and I was just so inspiring to hear like all these women speaking on stage, and also here in our conversations and learning about their, you know, career path and what they learned on their way. >> Yeah, you bring up curiosity, and I think that is such an important skill. >> Mm-hmm. >> You know, you could think of Data Science and think about all the hard skills that you need. >> Mm, like coding. >> But as some of our guests said today, you don't have to be a statistician or an engineer, or a developer to get into this. Data Science applies to every facet of every part of the world. >> Mm-hmm. >> Finances, marketing, retail, manufacturing, healthcare, you name it, Data Science has the power and the potential to unlock massive achievements. >> Exactly. >> It's like we're scratching the surface. >> Yeah. >> But that curiosity, I think, is a great skill to bring to anything that you do. >> Mm-hmm. >> And I think we... For the female leaders that we're on stage, and that we had a chance to talk to on theCUBE today, I think they all probably had that I think as a common denominator. >> Exactly. >> That curious mindset, and also something that I think as hard is the courage to raise your hand. I like this, I'm interested in this. I don't see anybody that looks like me. >> But that doesn't mean I shouldn't do it. >> Exactly. >> Exactly, in addition to the curiosity that all the women, you know, bring to the table is that, in addition to that, being optimistic, and even though we don't see gender equality or like general equality in companies yet, we make progress and we're optimistic about it, and we're not like negative and complaining the whole time. But you know, this positive attitude towards a trend that is going in the right direction, and even though there's still a lot to be done- >> Exactly. >> We're moving it that way. >> Right. >> Being optimistic about this. >> Yeah, exactly, like even if it means that it's hard. Even if it means you need to be your own role model it's still like worth a try. And I think they, like all of the great women speakers, all the female leaders, they all have that in them, like they have the courage to like raise their hand and be like, "I want to do this, and I'm going to make it." And they're role models right now, so- >> Absolutely, they have drive. >> They do. >> Right. They have that ambition to take something that's challenging and complicated, and help abstract end users from that. Like we were talking to Intuit. I use Intuit in my small business for financial management, and she was talking about how they can from a machine learning standpoint, pull all this data off of documents that you upload and make that, abstract that, all that complexity from the end user, make something that's painful taxes. >> Mm-hmm. >> Maybe slightly less painful. It's still painful when you have to go, "Do I have to write you a check again?" >> Yeah. (laughs) >> Okay. >> But talking about just all the different applications of Data Science in the world, I found that to be very inspiring and really eye-opening. >> Definitely. >> I hadn't thought about, you know, we talk about climate change all the time, especially here in California, but I never thought about Data Science as a facilitator of the experts being able to make sense of what's going on historically and in real-time, or the application of Data Science in police violence. We see far too many cases of police violence on the news. It's an epidemic that's a horrible problem. Data Science can be applied to that to help us learn from that, and hopefully, start moving the needle in the right direction. >> Absolutely. >> Exactly. >> And especially like one sentence from Guitry from the very beginnings I still have in my mind is then when she said that arguments, no, that data beats arguments. >> Yes. >> In a conversation that if you be like, okay, I have this data set and it can actually show you this or that, it's much more powerful than just like being, okay, this is my position or opinion on this. And I think in a world where increasing like misinformation, and sometimes, censorship as we heard in one of the talks, it's so important to have like data, reliable data, but also acknowledge, and we talked about it with one of our interviewees that there's spices in data and we also need to be aware of this, and how to, you know, move this forward and use Data Science for social good. >> Mm-hmm. >> Yeah, for social good. >> Yeah, definitely, I think they like data, and the question about, or like the problem-solving part about like the social issues, or like some just questions, they definitely go hand-in-hand. Like either of them standing alone won't be anything that's going to be having an impact, but combining them together, you have a data set that illustrate a point or like solves the problem. I think, yeah, that's definitely like where Data Set Science is headed to, and I'm glad to see all these great women like making their impact and combining those two aspects together. >> It was interesting in the keynote this morning. We were all there when Margot Gerritsen who's one of the founders of WiDS, and Margot's been on the program before and she's a huge supporter of what we do and vice versa. She asked the non-women in the room, "Those who don't identify as women, stand up," and there was a handful of men, and she said, "That's what it's like to be a female in technology." >> Oh, my God. >> And I thought that vision give me goosebumps. >> Powerful. (laughs) >> Very powerful. But she's right, and one of the things I think that thematically another common denominator that I think we heard, I want to get your opinions as well from our conversations today, is the importance of community. >> Mm-hmm. >> You know, I was mentioning this stuff from AnitaB.org that showed that in 2022, the percentage of females and technical roles is 27.6%. It's a little bit of an increase. It's been hovering around 25% for a while. But one of the things that's still a problem is attrition. It doubled last year. >> Right. >> And I was asking some of the guests, and we've all done that today, "How would you advise companies to start moving the needle down on attrition?" >> Mm-hmm. >> And I think the common theme was network, community. >> Exactly. >> It takes a village like this. >> Mm-hmm. >> So you can see what you can be to help start moving that needle and that's, I think, what underscores the value of what WiDS delivers, and what we're able to showcase on theCUBE. >> Yeah, absolutely. >> I think it's very important to like if you're like a woman in tech to be able to know that there's someone for you, that there's a whole community you can rely on, and that like you are, you have the same mindset, you're working towards the same goal. And it's just reassuring and like it feels very nice and warm to have all these women for you. >> Lisa: It's definitely a warm fuzzy, isn't it? >> Yeah, and both the community within the workplace but also outside, like a network of family and friends who support you to- >> Yes. >> To pursue your career goals. I think that was also a common theme we heard that it's, yeah, necessary to both have, you know your community within your company or organization you're working but also outside. >> Definitely, I think that's also like how, why, the reason why we feel like this in like at WiDS, like I think we all feel very positive right now. So, yeah, I think that's like the power of the connection and the community, yeah. >> And the nice thing is this is like I said, WiDS is a movement. >> Yes. >> This is global. >> Mm-hmm. >> We've had some WiDS ambassadors on the program who started WiDS and Tel Aviv, for example, in their small communities. Or in Singapore and Mumbai that are bringing it here and becoming more of a visible part of the community. >> Tracy: Right. >> I loved seeing all the young faces when we walked in the keynote this morning. You know, we come here from a journalistic perspective. You guys are Journalism students. But seeing all the potential in the faces in that room just seeing, and hearing stories, and starting to make tangible connections between Facebook and data, and the end user and the perspectives, and the privacy and the responsibility of AI is all... They're all positive messages that need to be reinforced, and we need to have more platforms like this to be able to not just raise awareness, but sustain it. >> Exactly. >> Right. It's about the long-term, it's about how do we dial down that attrition, what can we do? What can we do? How can we help? >> Mm-hmm. >> Both awareness, but also giving women like a place where they can connect, you know, also outside of conferences. Okay, how do we make this like a long-term thing? So, I think WiDS is a great way to, you know, encourage this connectivity and these women teaming up. >> Yeah, (chuckles) girls help girls. >> Yeah. (laughs) >> It's true. There's a lot of organizations out there, girls who Code, Girls Inc., et cetera, that are all aimed at helping women kind of find their, I think, find their voice. >> Exactly. >> And find that curiosity. >> Yeah. Unlock that somewhere back there. Get some courage- >> Mm-hmm. >> To raise your hand and say, "I think I want to do this," or "I have a question. You explained something and I didn't understand it." Like, that's the advice I would always give to my younger self is never be afraid to raise your hand in a meeting. >> Mm-hmm. >> I guarantee you half the people weren't listening or, and the other half may not have understood what was being talked about. >> Exactly. >> So, raise your hand, there goes Margot Gerritsen, the founder of WiDS, hey, Margot. >> Hi. >> Keep alumni as you know, raise your hand, ask the question, there's no question that's stupid. >> Mm-hmm. >> And I promise you, if you just take that chance once it will open up so many doors, you won't even know which door to go in because there's so many that are opening. >> And if you have a question, there's at least one more person in the room who has the exact same question. >> Exact same question. >> Yeah, we'll definitely keep that in mind as students- >> Well, I'm curious how Data Journalism, what you heard today, Tracy, we'll start with you, and then, Hannah, to you. >> Mm-hmm. How has it influenced how you approach data-driven, and storytelling? Has it inspired you? I imagine it has, or has it given you any new ideas for, as you round out your Master's Program in the next few months? >> I think like one keyword that I found really helpful from like all the conversations today, was problem-solving. >> Yeah. >> Because I think, like we talked a lot about in our program about how to put a face on data sets. How to put a face, put a name on a story that's like coming from like big data, a lot of numbers but you need to like narrow it down to like one person or one anecdote that represents a bigger problem. And I think essentially that's problem-solving. That's like there is a community, there is like say maybe even just one person who has, well, some problem about something, and then we're using data. We're, by giving them a voice, by portraying them in news and like representing them in the media, we're solving this problem somehow. We're at least trying to solve this problem, trying to make some impact. And I think that's like what Data Science is about, is problem-solving, and, yeah, I think I heard a lot from today's conversation, also today's speakers. So, yeah, I think that's like something we should also think about as Journalists when we do pitches or like what kind of problem are we solving? >> I love that. >> Or like kind of what community are we trying to make an impact in? >> Yes. >> Absolutely. Yeah, I think one of the main learnings for me that I want to apply like to my career in Data Journalism is that I don't shy away from complexity because like Data Science is oftentimes very complex. >> Complex. >> And also data, you're using for your stories is complex. >> Mm-hmm. >> So, how can we, on the one hand, reduce complexity in a way that we make it accessible for broader audience? 'Cause, we don't want to be this like tech bubble talking in data jargon, we want to, you know, make it accessible for a broader audience. >> Yeah. >> I think that's like my purpose as a Data Journalist. But at the same time, don't reduce complexity when it's needed, you know, and be open to dive into new topics, and data sets and circling back to this of like raising your hand and asking questions if you don't understand like a certain part. >> Yeah. >> So, that's definitely a main learning from this conference. >> Definitely. >> That like, people are willing to talk to you and explain complex topics, and this will definitely facilitate your work as a Data Journalist. >> Mm-hmm. >> So, that inspired me. >> Well, I can't wait to see where you guys go from here. I've loved co-hosting with you today, thank you. >> Thank you. >> For joining me at our conference. >> Wasn't it fun? >> Thank you. >> It's a great event. It's, we, I think we've all been very inspired and I'm going to leave here probably floating above the ground a few inches, high on the inspiration of what this community can deliver, isn't that great? >> It feels great, I don't know, I just feel great. >> Me too. (laughs) >> So much good energy, positive energy, we love it. >> Yeah, so we want to thank all the organizers of WiDS, Judy Logan, Margot Gerritsen in particular. We also want to thank John Furrier who is here. And if you know Johnny, know he gets FOMO when he is not hosting. But John and Dave Vellante are such great supporters of women in technology, women in technical roles. We wouldn't be here without them. So, shout out to my bosses. Thank you for giving me the keys to theCube at this event. I know it's painful sometimes, but we hope that we brought you great stories all day. We hope we inspired you with the females and the one male that we had on the program today in terms of raise your hand, ask a question, be curious, don't be afraid to pursue what you're interested in. That's my soapbox moment for now. So, for my co-host, I'm Lisa Martin, we want to thank you so much for watching our program today. You can watch all of this on-demand on thecube.net. You'll find write-ups on siliconeangle.com, and, of course, YouTube. Thanks, everyone, stay safe and we'll see you next time. (energetic music)

(upbeat music) >> Hey everyone, welcome back to theCUBE's three day coverage of Snowflake Summit 22. Lisa Martin here with Dave Vellante. We have been here as I said for three days. Dave, we have had an amazing three days. The energy, the momentum, the number of people still here speaks volumes for- >> Yeah, I was just saying, you look back, theCUBE, when it started, early days was a big part of the Hadoop ecosystem. You know Cloudera kind of got it started, the whole big data movement, it was awesome energy, and that whole ecosystem has been, I think, just hoovered into the Snowflake ecosystem. They've taken over as the data company, the data cloud, I mean, that was Cloudera, it could have been Cloudera, and now they didn't, they missed it, it was a variety of factors, but Snowflake has nailed it. And now it's theirs to lose. Benoit talked about that on our previous segment, how he knew that technically Hadoop was too complex, and was going to fail, and they didn't know it was going to do this. They were going to turn their company into what we see here. But the event itself, Lisa, is almost 10,000 people, the right people, people are doing business, we've had a number of people tell us that they're booking deals. That's why people come to face-to-face shows, right? That's the criticism of virtual. It takes too long to close business. Salespeople want to be belly-to-belly. And this is a belly-to belly-show. >> It absolutely is. When you and I were trying to get into the keynote on Tuesday, we finally got in standing room only, multiple overflow rooms, and we're even hearing that, so this is day four of the summit for them, there are still queues to get into breakout sessions. The momentum, but the appetite for this flywheel, and what they're creating, but also they're involving this massively growing ecosystem in its evolution. It's that synergy was really very much heard, and echoed throughout pretty much all of our segments the last couple days. >> Yeah, it was amazing actually. So we like to go, we want to be in the front row in the keynotes, we're taking notes, we always do that. Sometimes we listen remotely, but when you listen remotely, you miss some things. When you're there, you can see the executives, you can feel their energy, you can chit chat to them on the side, be seen, whatever. And it was crazy, we couldn't get in. So we had to do our thing, and sneak our way in, and "Hey, we're media." "Oh yeah, come on in." And then no, they were taking us to a breakout room. We had to sneak in a side door, got like the last two seats, and wow, I'm glad we were in there because it gave us a better sense. When you're in the remote watching rooms you just can't get a sense of the energy. That's why I like to be there, I know you do too. And then to your point about ecosystem. So we've said many times that what Snowflake is developing is what we call supercloud. It's not just a SaaS, it's not just a cloud database, it's a new layer that they're creating. And so what are the attributes of that layer? Well, it hides the underlying complexity of the underlying primitives of the cloud. We've said that ad nauseam, and it adds new value on top. Well, what's that value that they're adding? Well, they're adding value of being able to share data, collaborate, have data that's governed, and secure, globally. And now the other hallmark of a cloud company is ecosystem. And so they're building that ecosystem much more rapidly than we saw at ServiceNow, which is Slootman's previous company. And the key to me is they've launched an application development platform, essentially a super PaaS, so that you can develop applications on top of the data cloud. And we're hearing tons about monetization. Duh, you could actually make money with data. You can package data into data products, and data services, or feed data products and services, and actually sell that in a cloud, in a supercloud. That's exactly what's happening here. So that's critical. I think my one question mark if I had to lay one out, is the other hallmark of a cloud is startup, startups come into that cloud. And I think we're seeing that, maybe not at the pace that AWS did, it's a little different. Snowflake are, they're whale hunters. They're after big companies. But it looks to me like they're relying on the ecosystem to be the startup innovators. That's the important thing about cloud, cloud brings scale. It definitely brings lower cost 'cause you're eliminating all this undifferentiated labor, but it also brings innovation through startups. So unlike AWS, who sold the startups directly, and startups built businesses on AWS, and by paying AWS, it's a little bit indirect, but it's actually happening where startups in the ecosystem are building products on the data cloud, and that ultimately is going to drive value for customers, and money for Snowflake, and ultimately AWS, and Google, and Azure. The other thing I would say is the criticism or concern that the cost of goods sold for cloud are going to be so high that it's going to force people to come back on-prem. I think it's a step in the wrong direction. I think cloud, and the cloud operating model is here to stay. I think it's going to be very difficult to replicate that on-prem. I don't think you can do cloud without cloud, and we'll see what the edge brings. >> Curious what your thoughts are. We were just at Dell technologies world a month or so ago when the big announcement, the Snowflake partnership there, cloud native companies recognizing, ah, there's still a lot of data that lives on-prem. Given that, and everything that we've heard the last couple of days, what are your thoughts around that and their partnerships there? >> So Dell is, I think finally, now maybe they weren't publicly talking like this, but certainly their marketing was defensive. But in the last year or so, Dell has really embraced cloud, not just the cloud operating model, Dell has said, "Look, we can build value on top of all these hyperscalers." And we saw some examples at Dell Tech World of them stepping their toe into supercloud. Project Alpine is an example, and there are others. And then of course the Snowflake deal, where Snowflake and Dell got together, I asked Frank Slootman how that deal came about. And 'cause I said, "Did the customer get you into a headlock?" 'Cause I presume that was the case. Customer said, "You got to do this or we're not going to do business with you." He said, "Well, no, not really. Michael and I had a chat, and that's how it started." Which was my other scenario, and that's exactly what happened I guess. The point being that those worlds are coming together. And so what it means for Dell is as they embrace cloud, as they develop supercloud capabilities, they're going to do a lot of business. Dell for sure knows how to sell, they know how to execute. What I would be doing if I were Dell, is I would be trying to substantially replicate what's happening in the cloud on-prem with on-prem data. So what happens with that Snowflake deal is, it's read-only data, you read the data into the cloud, the compute is in the cloud. And I should've asked Terry this, I mean Benoit. Can there be an architecture on-prem? We've seen at Vertica has one, it's called Vertica Eon where you separate compute from storage. It doesn't have unlimited elasticity, but you can grow, compute, and storage independently, and have a lot more. With Dell doing APEX on demand, it's cloudlike, they could begin to develop a little mini data cloud, or a big data cloud within on-prem that connects to the public cloud. So what Snowflake is missing, a big part of their TAM that they're missing is the on-prem. The Dell and Pure deals are forays into that, but this on-prem is massive, and Dell is the on-prem poster child. So I think again what it means for them is they've got to continue to embrace it, they got to do more in software, more in data management, they got to push on APEX. And I'd say the same thing for HPE. I think they're both well behind this in terms of ecosystems. I mean they're not even close. But they have to start, and they got to start somewhere, and they've got resources to make it happen. >> You said in your breaking analysis that you published just a few days ago before the event that Snowflake plans to create a de facto standard in data platforms. What we heard from our guests on this program, your mainstage session with Frank Slootman. Still think that? >> I do. I think it more than I believed it coming in. And the reason I called it that is because I am a super fan of Zhamak Dehghani and her data mesh. And what her vision is, it's kind of the Immaculate Conception, where she wants everything to be open, open standards, and those don't exist today. And I think she perfectly realizes the practicality of de facto standards are going to get to market, and add value sooner than open standards. Now open standards over time, and I'll come back to that, may occur, but that's clear to me what Snowflake is creating, is the de facto standard for data platforms, the data cloud, the supercloud. And what's most impressive, or I think really important, is they're layering applications now on top of that. The metric to me, and I don't know if we can even count this, but VMware used to use it. For every dollar spent on VMware license, $15 was spent in the ecosystem. It started at 1 to 1.5, 1 to 2, 1 to 10, 1 to 15, I think it went up to 1 to 30 at the max. I don't know how they counted that, but it's countable. Reasonable people can make estimates like that. And I think as the ecosystem grows, what Snowflake's doing is it's in many respects modeling the cloud, what the cloud has. Cloud has ecosystems, we talked about startups, and the cloud also has optionality. And optionality means open source. So what you saw with Apache Iceberg is we're going to extend to open technologies. What you saw with Hybrid tables is we're going to extend a new workloads like transactions. The other thing about Snowflake that's really impressive is you're seeing the vertical focus. Financial services, healthcare, retail, media and entertainment. It's very rare for a company in this tenure, they're only 10 years old, to really start going vertical with their go-to-market, and building expertise around that. I think what's going to happen is the GSIs are going to come in, they love to eat at the trough, the trough here is maybe not big enough for them yet, but it will be. And they're going to start to align with the GSIs, and they're going to do really well within those industries, connecting people, collaborating with data. But I think it's a killer strategy, but they're executing on it. >> Right, and we heard a lot of great customer stories from all of those four verticals that you talked about, and then some, that that direction and that pivot from a customer perspective, from a sales and marketing perspective is all aligned. And that was kind of one of the themes as well that Frank talked about in his keynote is mission alignment, mission alignment with customers, but also with the ecosystem. And I feel that I heard that with every customer conversation, with every partner conversation, and Snowflake conversation that we had over the last I think 36 segments, Dave. >> Yeah, I mean, yeah, it's the power of many versus the resources of one. And even though Snowflake tell you they have $5 billion in cash, and assets on the balance sheet, and that's fine, that's nothing compared to what an ecosystem has. And Amazon's part of that ecosystem. Azure is part of that ecosystem. Google is part of that ecosystem. Those companies have huge resources, and Snowflake it seems has figured out how to tap those resources, and build value on top of it. To me they're doing a better job than a lot of the cloud databases out there. They don't necessarily have a better database, in fact, I could argue that their database is less functional. And I would argue that actually in many cases. Their database is less functional if you just want a database. But if you want a data cloud, and an ecosystem, and develop applications on top of that, and to be able to monetize, that's unique, and that is a moat that they're building that is highly differentiable, and being able to do that relatively easily. I mean, I think they overstate the simplicity with which that is being done. We talked to some customers who said, he didn't say same wine, new bottle. I did ask him that, about Hadoop complexity. And he said, "No, it's not that bad." But you still got to put this stuff together. And I think in the early parts of a market that are immature, people get really excited because it's so much easier than what was previous. So my other question is, okay, what's somebody working on now, that's looking at what Snowflake's doing and saying, I can improve on that. And what's going to be really interesting to see is, can they improve on it in a way, and can they raise enough capital such that they can disrupt, or is Snowflake going to keep staying paranoid, 'cause they got good leaders, and keep executing? And then I think the other wild card is edge. Snowflake doesn't really have an edge strategy right now. I think they will develop one. >> Through the ecosystem? >> And I don't think they're missing the boat, and they'll do it through the ecosystem, exactly. I don't think they're missing the boat, I think they're just like, "Well, we don't know what to do today." It's all distributed data, and it's ephemeral, and nobody's storing the data. You know anything that comes back to the cloud, we get. But new architectures are emerging on the edge that are going to bring new economics. There's new silicon, you see what's happening with Apple, and the M1, the M1 Ultra, and the new systems that they've just developed. What Tesla is doing with custom silicon, and amazing things, and programmability of the arm model. So it's early days, but semiconductors are the mainspring of innovation in this industry. Without chips, you got nothing. And when you get innovations in silicon, it drives innovations in software, because developers go, "Wow, I can do that now?" I can do things in parallel, I can do things faster, I can do things more simply, and programmable at scale. So that's happening. And that's going to bring a new set of economics that the premise is that will eventually bleed into the data center. It will, it always does. And I guess the other thing is every 15 years or so, the world gets disrupted, the tech world. We're about 15, 16 years in now to the cloud. So at this point, everybody's like, "Wow this is insurmountable, this is all we'll ever see. Everything that's ever been invented, this is the model of the future." We know that's not the case. I don't know how it's going to get disrupted, but I think edge is going to be part of that. It could be public policy. Governments could come in and take big tech on, seems like Sharekhan wants to do that. So that's what makes this industry so fun. >> Never a dull moment, Dave. This has been a great three days hosting this show with you. We've uncovered a lot. Your breaking analysis was great to get me prepared for the show. If you haven't seen it, check it out on siliconangle.com. Thanks, Dave, I appreciate all of your insights. >> Thank you, Lisa, It's been a pleasure working with you. >> Always good to work with you. >> Awesome, great job. >> Likewise. Great job to the team. >> Yes, thank you to our awesome production team. They've kept us going for three days. >> Yes, and the team back, Kristin, and Cheryl, and everybody back at the office. >> Exactly, it takes a village. For Dave Vellante, I am Lisa Martin. We are wrappin' up three days of wall-to-wall coverage at Snowflake Summit 22 from Vegas. Thanks for watching guys, we'll see you soon. (upbeat music)

>>Okay. Okay. We're back at Caesar's Forum. The Snowflake summit 2022. The cubes. Continuous coverage this day to wall to wall coverage. We're so excited to have the analyst panel here, some of my colleagues that we've done a number. You've probably seen some power panels that we've done. David McGregor is here. He's the senior vice president and research director at Ventana Research. To his left is Tony Blair, principal at DB Inside and my in the co host seat. Sanjeev Mohan Sanremo. Guys, thanks so much for coming on. I'm glad we can. Thank you. You're very welcome. I wasn't able to attend the analyst action because I've been doing this all all day, every day. But let me start with you, Dave. What have you seen? That's kind of interested you. Pluses, minuses. Concerns. >>Well, how about if I focus on what I think valuable to the customers of snowflakes and our research shows that the majority of organisations, the majority of people, do not have access to analytics. And so a couple of things they've announced I think address those are helped to address those issues very directly. So Snow Park and support for Python and other languages is a way for organisations to embed analytics into different business processes. And so I think that will be really beneficial to try and get analytics into more people's hands. And I also think that the native applications as part of the marketplace is another way to get applications into people's hands rather than just analytical tools. Because most most people in the organisation or not, analysts, they're doing some line of business function. Their HR managers, their marketing people, their salespeople, their finance people right there, not sitting there mucking around in the data. They're doing a job and they need analytics in that job. So, >>Tony, I thank you. I've heard a lot of data mesh talk this week. It's kind of funny. Can't >>seem to get away from it. You >>can't see. It seems to be gathering momentum, but But what have you seen? That's been interesting. >>What I have noticed. Unfortunately, you know, because the rooms are too small, you just can't get into the data mesh sessions, so there's a lot of interest in it. Um, it's still very I don't think there's very much understanding of it, but I think the idea that you can put all the data in one place which, you know, to me, stuff like it seems to be kind of sort of in a way, it sounds like almost like the Enterprise Data warehouse, you know, Clouded Cloud Native Edition, you know, bring it all in one place again. Um, I think it's providing, sort of, You know, it's I think, for these folks that think this might be kind of like a a linchpin for that. I think there are several other things that actually that really have made a bigger impression on me. Actually, at this event, one is is basically is, um we watch their move with Eunice store. Um, and it's kind of interesting coming, you know, coming from mongo db last week. And I see it's like these two companies seem to be going converging towards the same place at different speeds. I think it's not like it's going to get there faster than Mongo for a number of different reasons, but I see like a number of common threads here. I mean, one is that Mongo was was was a company. It's always been towards developers. They need you know, start cultivating data, people, >>these guys going the other way. >>Exactly. Bingo. And the thing is that but they I think where they're converging is the idea of operational analytics and trying to serve all constituencies. The other thing, which which also in terms of serving, you know, multiple constituencies is how snowflake is laid out Snow Park and what I'm finding like. There's an interesting I economy. On one hand, you have this very ingrained integration of Anaconda, which I think is pretty ingenious. On the other hand, you speak, let's say, like, let's say the data robot folks and say, You know something our folks wanna work data signs us. We want to work in our environment and use snowflake in the background. So I see those kind of some interesting sort of cross cutting trends. >>So, Sandy, I mean, Frank Sullivan, we'll talk about there's definitely benefits into going into the walled garden. Yeah, I don't think we dispute that, but we see them making moves and adding more and more open source capabilities like Apache iceberg. Is that a Is that a move to sort of counteract the narrative that the data breaks is put out there. Is that customer driven? What's your take on that? >>Uh, primarily I think it is to contract this whole notion that once you move data into snowflake, it's a proprietary format. So I think that's how it started. But it's hugely beneficial to the customers to the users, because now, if you have large amounts of data in parquet files, you can leave it on s three. But then you using the the Apache iceberg table format. In a snowflake, you get all the benefits of snowflakes. Optimizer. So, for example, you get the, you know, the micro partitioning. You get the meta data. So, uh, in a single query, you can join. You can do select from a snowflake table union and select from iceberg table, and you can do store procedures, user defined functions. So I think they what they've done is extremely interesting. Uh, iceberg by itself still does not have multi table transactional capabilities. So if I'm running a workload, I might be touching 10 different tables. So if I use Apache iceberg in a raw format, they don't have it. But snowflake does, >>right? There's hence the delta. And maybe that maybe that closes over time. I want to ask you as you look around this I mean the ecosystems pretty vibrant. I mean, it reminds me of, like reinvent in 2013, you know? But then I'm struck by the complexity of the last big data era and a dupe and all the different tools. And is this different, or is it the sort of same wine new new bottle? You guys have any thoughts on that? >>I think it's different and I'll tell you why. I think it's different because it's based around sequel. So if back to Tony's point, these vendors are coming at this from different angles, right? You've got data warehouse vendors and you've got data lake vendors and they're all going to meet in the middle. So in your case, you're taught operational analytical. But the same thing is true with Data Lake and Data Warehouse and Snowflake no longer wants to be known as the Data Warehouse. There a data cloud and our research again. I like to base everything off of that. >>I love what our >>research shows that organisation Two thirds of organisations have sequel skills and one third have big data skills, so >>you >>know they're going to meet in the middle. But it sure is a lot easier to bring along those people who know sequel already to that midpoint than it is to bring big data people to remember. >>Mrr Odula, one of the founders of Cloudera, said to me one time, John Kerry and the Cube, that, uh, sequel is the killer app for a Yeah, >>the difference at this, you know, with with snowflake, is that you don't have to worry about taming the zoo. Animals really have thought out the ease of use, you know? I mean, they thought about I mean, from the get go, they thought of too thin to polls. One is ease of use, and the other is scale. And they've had. And that's basically, you know, I think very much differentiates it. I mean, who do have the scale, but it didn't have the ease of use. But don't I >>still need? Like, if I have, you know, governance from this vendor or, you know, data prep from, you know, don't I still have to have expertise? That's sort of distributed in those those worlds, right? I mean, go ahead. Yeah. >>So the way I see it is snowflake is adding more and more capabilities right into the database. So, for example, they've they've gone ahead and added security and privacy so you can now create policies and do even set level masking, dynamic masking. But most organisations have more than snowflake. So what we are starting to see all around here is that there's a whole series of data catalogue companies, a bunch of companies that are doing dynamic data masking security and governance data observe ability, which is not a space snowflake has gone into. So there's a whole ecosystem of companies that that is mushrooming, although, you know so they're using the native capabilities of snowflake, but they are at a level higher. So if you have a data lake and a cloud data warehouse and you have other, like relational databases, you can run these cross platform capabilities in that layer. So so that way, you know, snowflakes done a great job of enabling that ecosystem about >>the stream lit acquisition. Did you see anything here that indicated there making strong progress there? Are you excited about that? You're sceptical. Go ahead. >>And I think it's like the last mile. Essentially. In other words, it's like, Okay, you have folks that are basically that are very, very comfortable with tableau. But you do have developers who don't want to have to shell out to a separate tool. And so this is where Snowflake is essentially working to address that constituency, um, to San James Point. I think part of it, this kind of plays into it is what makes this different from the ado Pere is the fact that this all these capabilities, you know, a lot of vendors are taking it very seriously to make put this native obviously snowflake acquired stream. Let's so we can expect that's extremely capabilities are going to be native. >>And the other thing, too, about the Hadoop ecosystem is Claudia had to help fund all those different projects and got really, really spread thin. I want to ask you guys about this super cloud we use. Super Cloud is this sort of metaphor for the next wave of cloud. You've got infrastructure aws, azure, Google. It's not multi cloud, but you've got that infrastructure you're building a layer on top of it that hides the underlying complexities of the primitives and the a p I s. And you're adding new value in this case, the data cloud or super data cloud. And now we're seeing now is that snowflake putting forth the notion that they're adding a super path layer. You can now build applications that you can monetise, which to me is kind of exciting. It makes makes this platform even less discretionary. We had a lot of talk on Wall Street about discretionary spending, and that's not discretionary. If you're monetising it, um, what do you guys think about that? Is this something that's that's real? Is it just a figment of my imagination, or do you see a different way of coming any thoughts on that? >>So, in effect, they're trying to become a data operating system, right? And I think that's wonderful. It's ambitious. I think they'll experience some success with that. As I said, applications are important. That's a great way to deliver information. You can monetise them, so you know there's there's a good economic model around it. I think they will still struggle, however, with bringing everything together onto one platform. That's always the challenge. Can you become the platform that's hard, hard to predict? You know, I think this is This is pretty exciting, right? A lot of energy, a lot of large ecosystem. There is a network effect already. Can they succeed in being the only place where data exists? You know, I think that's going to be a challenge. >>I mean, the fact is, I mean, this is a classic best of breed versus the umbrella play. The thing is, this is nothing new. I mean, this is like the you know, the old days with enterprise applications were basically oracle and ASAP vacuumed up all these. You know, all these applications in their in their ecosystem, whereas with snowflake is. And if you look at the cloud, folks, the hyper scale is still building out their own portfolios as well. Some are, You know, some hyper skills are more partner friendly than others. What? What Snowflake is saying is that we're going to give all of you folks who basically are competing against the hyper skills in various areas like data catalogue and pipelines and all that sort of wonderful stuff will make you basically, you know, all equal citizens. You know the burden is on you to basically we will leave. We will lay out the A P. I s Well, we'll allow you to basically, you know, integrate natively to us so you can provide as good experience. But the but the onus is on your back. >>Should the ecosystem be concerned, as they were back to reinvent 2014 that Amazon was going to nibble away at them or or is it different? >>I find what they're doing is different. Uh, for example, data sharing. They were the first ones out the door were data sharing at a large scale. And then everybody has jumped in and said, Oh, we also do data sharing. All the hyper scholars came in. But now what snowflake has done is they've taken it to the next level. Now they're saying it's not just data sharing. It's up sharing and not only up sharing. You can stream the thing you can build, test deploy, and then monetise it. Make it discoverable through, you know, through your marketplace >>you can monetise it. >>Yes. Yeah, so So I I think what they're doing is they are taking it a step further than what hyper scale as they are doing. And because it's like what they said is becoming like the data operating system You log in and you have all of these different functionalities you can do in machine learning. Now you can do data quality. You can do data preparation and you can do Monetisation. Who do you >>think is snowflakes? Biggest competitor? What do you guys think? It's a hard question, isn't it? Because you're like because we all get the we separate computer from storage. We have a cloud data and you go, Okay, that's nice, >>but there's, like, a crack. I think >>there's uniqueness. I >>mean, put it this way. In the old days, it would have been you know, how you know the prime household names. I think today is the hyper scholars and the idea what I mean again, this comes down to the best of breed versus by, you know, get it all from one source. So where is your comfort level? Um, so I think they're kind. They're their co op a Titian the hyper scale. >>Okay, so it's not data bricks, because why they're smaller. >>Well, there is some okay now within the best of breed area. Yes, there is competition. The obvious is data bricks coming in from the data engineering angle. You know, basically the snowflake coming from, you know, from the from the data analyst angle. I think what? Another potential competitor. And I think Snowflake, basically, you know, admitted as such potentially is mongo >>DB. Yeah, >>Exactly. So I mean, yes, there are two different levels of sort >>of a on a longer term collision course. >>Exactly. Exactly. >>Sort of service now and in salesforce >>thing that was that we actually get when I say that a lot of people just laughed. I was like, No, you're kidding. There's no way. I said Excuse me, >>But then you see Mongo last week. We're adding some analytics capabilities and always been developers, as you say, and >>they trashed sequel. But yet they finally have started to write their first real sequel. >>We have M c M Q. Well, now we have a sequel. So what >>were those numbers, >>Dave? Two thirds. One third. >>So the hyper scale is but the hyper scale urz are you going to trust your hyper scale is to do your cross cloud. I mean, maybe Google may be I mean, Microsoft, perhaps aws not there yet. Right? I mean, how important is cross cloud, multi cloud Super cloud Whatever you want to call it What is your data? >>Shows? Cloud is important if I remember correctly. Our research shows that three quarters of organisations are operating in the cloud and 52% are operating across more than one cloud. So, uh, two thirds of the organisations are in the cloud are doing multi cloud, so that's pretty significant. And now they may be operating across clouds for different reasons. Maybe one application runs in one cloud provider. Another application runs another cloud provider. But I do think organisations want that leverage over the hyper scholars right they want they want to be able to tell the hyper scale. I'm gonna move my workloads over here if you don't give us a better rate. Uh, >>I mean, I I think you know, from a database standpoint, I think you're right. I mean, they are competing against some really well funded and you look at big Query barely, you know, solid platform Red shift, for all its faults, has really done an amazing job of moving forward. But to David's point, you know those to me in any way. Those hyper skills aren't going to solve that cross cloud cloud problem, right? >>Right. No, I'm certainly >>not as quickly. No. >>Or with as much zeal, >>right? Yeah, right across cloud. But we're gonna operate better on our >>Exactly. Yes. >>Yes. Even when we talk about multi cloud, the many, many definitions, like, you know, you can mean anything. So the way snowflake does multi cloud and the way mongo db two are very different. So a snowflake says we run on all the hyper scalar, but you have to replicate your data. What Mongo DB is claiming is that one cluster can have notes in multiple different clouds. That is right, you know, quite something. >>Yeah, right. I mean, again, you hit that. We got to go. But, uh, last question, um, snowflake undervalued, overvalued or just about right >>in the stock market or in customers. Yeah. Yeah, well, but, you know, I'm not sure that's the right question. >>That's the question I'm asking. You know, >>I'll say the question is undervalued or overvalued for customers, right? That's really what matters. Um, there's a different audience. Who cares about the investor side? Some of those are watching, but But I believe I believe that the from the customer's perspective, it's probably valued about right, because >>the reason I I ask it, is because it has so hyped. You had $100 billion value. It's the past service now is value, which is crazy for this student Now. It's obviously come back quite a bit below its IPO price. So But you guys are at the financial analyst meeting. Scarpelli laid out 2029 projections signed up for $10 billion.25 percent free time for 20% operating profit. I mean, they better be worth more than they are today. If they do >>that. If I If I see the momentum here this week, I think they are undervalued. But before this week, I probably would have thought there at the right evaluation, >>I would say they're probably more at the right valuation employed because the IPO valuation is just such a false valuation. So hyped >>guys, I could go on for another 45 minutes. Thanks so much. David. Tony Sanjeev. Always great to have you on. We'll have you back for sure. Having us. All right. Thank you. Keep it right there. Were wrapping up Day two and the Cube. Snowflake. Summit 2022. Right back. Mm. Mhm.

>> Announcer: Live from Las Vegas, it's theCUBE. Covering AWS re:Invent 2019. Brought to you by Amazon Web Services and Intel, along with its ecosystem partners. >> Hey welcome back everyone as theCUBE live covers Las Vegas day three, we're wrapping up the show for AWS re:Invent. I'm John Furrier, extracting the signal from the noise. I want to thank Intel for sponsoring this amazing set, two sets here. We had double barrel, cube action all week. Thanks to Intel, we wouldn't be able to do it and bring the great content to viewers today. Thank them for supporting our mission. We're going to wrap up the show with Stu Miniman, Corey Quinn, two experts who are scouring the floor. Doing interviews, talking to everybody, and myself. Cory, good to see you. >> It is great to see me, John, thank you. >> You're awesome, got quite a following these days on your work, your business is growing, congratulations. >> Corey: Thank you >> But, I saw you running around at the Wynn, you're definitely working hard. So, what have you learning, what are you seeing, what's the- what's your analysis of the show holistically? >> I think that Amazon, specifically AWS's product strategy, remains what it has been, and that is simply "yes." There is remarkably little that seems that it is beyond something that AWS would take an interest in. If you'd asked me to predict what they would have released at midnight madness, I would have had several guesses, none of which would have been "Well it's a piano keyboard thing that also does Machine Learning." And my follow up would be, well of course it is "Does it also make fries?" And at this point, well sure, it makes it makes a certain twisted sort of sense. Maybe it's too many days of re:Invent in a row, maybe it's just at this point a certain level of cynicism that I can no longer escape. But, at this point, very little surprises me. But it seemed to be a very AWS event through and through. >> The volume and velocity of announcements was at the same level as last year. No real change there. >> Yes, I am saddened to report that the re:Invent house band is still there and has not yet been put to sleep to spare them and ourselves further misery but, we'll see. >> You didn't like the band? >> I think the band is slightly hokey. I would change the lyrics of some of the things that their singing to at least be humorous. If you're going to go corny, go all in. >> The guy did nail the Queen notes. >> Oh, they're terrific performers it has nothing to do with that. But it is 8 O'clock in the morning. So, one has questions. >> I think the keynote could have been a sleeper, without the band, don't you think? >> I do maintain that I want an Alexa skill That is just Andy Jassy reading rock lyrics. I would pay serious money for that. >> Well you did put some thought in. Stu, your thoughts on the show, wrap it up man, what's going on? >> Look I mean, the show as Dave Vallente says "Amazon always delivers with the shock and awe." You know, broadest and deepest, so many pieces here. I took a selfie with many people and the biggest celebrity of the show, AWS Outpost. The rack, it's over in the corner there, and people asking me about all the gear inside. I said "You should stop asking about that because you will never touch it, only AWS will." So put a curtain around it, it's managed as a service. And that's what I think people are still trying to understand. We've been talking about cloud for what, fifteen years now? But Amazon's positioning on cloud is still different than everyone else's. When I think back to some of the waves, there's that buzz word. And there's one or two that really architecturally are different and deliver, and Amazon laid out their strategy even more, and, through the geeky pieces, and transformation was the theme. Hey Corey, talking transformation I met you at this show a few years ago, and your special skill back then was wearing a three piece suit. >> Indeed. The problem is is when you start talking about cloud billing and cloud accounting and that sort of thing, in a three piece suit, you look like you're a CPA that got lost somewhere. So, my brand and personal sartorial preferences have continued to evolve. When you're talking about Outpost though, you're right. It's the clear star of the show, and I love that product so much. Not because of what they say about it, but because of the subtext that comes along with that product. Namely that "Look, you're going to run things on-prem, and the problem of course is that you suck at managing hardware. Now, this is going to take a lot of that away. You're still going to suck at providing connectivity and power, and AWS does not have anything to announce around those at this time, but we're slowly, delicately, prying your grubby little hands off of the hands on hardware server hugger mentality and dragging you, lovingly, kickingly, and screamingly, into the best technology, lets say 2012 has to offer at least." It's modern-ish. >> So, are cloud buyers naive, if they are just going to be buying these solutions from other clouds or prepackaged solutions. Is that really cloud or do they care? I mean, what's the difference between cloud native and cloud naive? What's your perspective? Besides the letter T. >> Of course. I think that there's a definite spectrum on how cloudy something can be. If you want to just take everything running in your existing data center, virtualize it, and then just put that into an AWS region, okay great. There are ways to do that and most of them have a VMware price tag tied to them, but okay, is that cloud? Ish. Is it the best approach? Maybe. I think it's hard to bucket all customers into one. Everyone's in a different place on their journey. And I guess architecture shaming, it's "Oh, what are you going to do with that piece of crap?" Like about eight billion dollars of revenue a year, why do you ask?" There are valid reasons to do a lot of different things and be at different points on your journey. I like seeing Twitter for pets evolve and do the latest and greatest thing. I don't like seeing for example, my bank doing the exact same thing. >> Yeah, I mean, Stu, it's beauty of the cloud is in the eye of the beholder. I mean what he's saying is and what Jassy's saying is "Look it, you can't just take, you know everyone and put them into a bucket, it's what you do with it." >> Yeah. It really comes back to what you want to do. >> I mean, John, I go back to, you know, things Werner said on the Keynote stage, everything fails all the time. The difference between the old architecture, which was "I'm going to do everything I can and I'm going to throw money and hardware at things to make it enterprise." Well, the new enterprise needs to look like what the Hyperscalers have been doing, which is, you build for software. Which means that everything fails all the time. That, our friendly chaos monkey will come in here and it doesn't matter what piece goes down, the application needs to stay up running. It's about the application, you know, application developers at the center of what's going on here, and you know, that modernization. I really liked Andy Jassy's answer, to what I asked him about, is if we go through this cloud Adoption, we talk about simplification and people want to buy over solutions but the successful company of the future will be builders. >> I got to ask you guys this question. I talked to a friend, and yes I have friends. So, he's in IT for a big company. I said "Hey, what do you think, AWS or Azure?" And I won't give away the names but he says look "We don't know what we're doing, like we're old school IT. We're running eight billion dollar business and we have network security. We're classic IT, we know we've got to get there, the boss is saying get to the cloud and, frankly, if we move to Amazon, half my team would either get fired or they wouldn't get it to work. So, we're just going to go with Microsoft because they've been selling us gear and stuff for decades." So, there we go, that's Azure. That has nothing to do with capability, that's a real-life scenario that we're hearing. Stu? Corey? >> It's incredibly important because once upon a time, I was a grumpy Unix admin because there's no other kind of Unix admin. And I was very anti-cloud for a long time. The reason was, I could come up with a whole list of flimsy justifications why the cloud was crap but the honest answer was I had built my sense of identity around the thing that I knew how to do and the cloud felt like it was taking it away from what I was. It wasn't true. There is a growth path, it's not as long as people often think it is but you can't fight the tide forever. And that world is slowly but surely eroding out from under you. Do you go Azure? Do you go AWS? That's going to depend on you, where you are, what your constraints are, what your business concerns are but I also think it's a miss-step to view the migration process solely as one of technology, it's people. >> Hold on, I need to chime in here, John, because I think >> You can slack in here too because people use that instead of chime. >> It is Goldilocks syndrome here. There is one cloud out there that you need to be a PHD and the smartest people out here to do it. There's one cloud out there that we're going to meet you where you are and you don't need to make any changes. What Amazon's trying to do is that balance between, we want to make it uncomfortable enough to make the change so that you can be successful in the future. Whether or not they've struck the right balance, I think, is up for debate and, this is a journey, >> Well, Hyperscale there are varies out there but I think, that's where I see the >> We'll there's two things, psychology of, just the change, right? Your Unix admin example and my friend, which is true, it's legit. Now, the question is what's the indifference of getting the path? But, if you look at the Hyperscalers Dave Vellante pauses that all the time They would spend engineering time to save money, so they'd engineer a solution, save time. Enterprise would spend money to save time. That's the general purpose computing market that used to be. >> Corey: Yeah >> It's not like that anymore. It's not general purpose. >> The entire theme of this show seems to be aimed much more at Big E enterprise than the leading edge type of story. There was a lot more Goldman-Sachs than Netflix, for example. And that's a good thing, and that's okay. >> I think it's a great thing. >> There's still room to grow, I mean, they did not announce an AWS 400. There's no mainframe story in the cloud as such yet. >> That's actually a mini computer, technically, okay >> Oh, I'm sure. >> But proprietary mini computer. >> You don't want to know what the billing model looks like. >> If you know what AS400 is, you're old like us. >> They call them I series now but, yeah, that's right, a U series. Done. >> All right guys, wrapping it up, this is the big point. Final word, Corey, Amazon, long game, still in play, no real impact from competition yet but they're in the rear view mirror. They're seeing stuff. Did Amazon successfully move the distance between them and the competition at this event? At least from a narrative and/or announcement stand point? >> Well, I will say that no other cloud has a Machine Learning piano. So, I think that that definitely is a differentiating factor and it adds another item to a checkbox list somewhere, that someone cares about. But as far as the core competency, I think, Outpost absolutely opens up a world of opportunity for folks who otherwise would not take that step. I think that they're demonstrating a rapid execution story around what it takes to get Big E enterprise workloads migrated and giving an on-ramp that doesn't require everyone being re-tooled, re-skilled and, oh, everything you're doing is great. But it's awful, throw it away and start over. >> And Stu, there's trillions of Dollars of spend coming in to the sector. Certainly, there's clear visibility the operating model's there, there's IT spend trillions are gonna be on the table up for grabs. >> You know what's interesting? Was watching a Netflix documentary about Bill Gates on the way in, talking about what Microsoft went through after the anti-trust piece. It is looming right in front of us, for AWS. The market power they have, it's still a relatively small piece of the overall IT market, absolutely Amazon has the potential to take a big chunk out of that, you know, trillions of dollars there. It is always day one here, they are always impressive as to the feedback loops, the way they are listening and they're growing, so, that was, we said, a year ago, it was the Oval office, the Executive Office, was the biggest threat to Amazon, it still is the biggest threat I see. >> I think the big story here from this re:Invent is Amazon recognizes two things, big enterprises need to transform their way to be successful to take advantage of the capabilities not take a transitional, incremental improvement and, two, they got competition. And they see it. And the pressure's definitely on, they won't admit it, but Microsoft, through their sales machinery, is taking down spend, and if that trend continues and will Microsoft have that ability to keep that going and not have dis-economies of scale for taking short-cuts. Can Amazon keep the pressure on? Because that, to me, is the big story and then it's clear, the narrative is keep pushing hard and try to extend the lead out past everybody. >> The answer is customers win. >> John, Amazon still doesn't use the word multi-cloud, they're architectural design is not to solve multi-cloud as it is to extend AWS and, it's interesting, we will see which design architecture wins out in the future. But, you know. >> Yeah. It's a three horse race, are the going to be number one? I think they recognize multi-cloud, they won't admit it but, why would you? If you were building a PC, why would you promote the Mac? And again, if they're commercial, who's the Mac guy and who's the PC guy, Corey? I mean, who's cooler? Microsoft or Amazon? >> These days? That's starts to become a bit of an open question. There's been fantastic transformational stories, as they say, it's not your grandfather's Microsoft. But, then again, Amazon has made some interesting choices as we go too. >> Stu, the Mac guy was cooler than the PC guy in those famous commercials, >> Absolutely he was. >> Who's cooler? Amazon or Apple? >> Corey, when you look at some of the cultural pieces, absolutely Microsoft has gone through some transformations. But Amazon was, for talking about AWS, they are cloud native. They are cloud. >> So they're cooler as far as Stu stands. Okay, depends how you look at it. This is a wrap up, guys, thanks for coming in, Corey, good to see you. >> Thank you for having me. >> I know you're working hard. >> Corey Quinn, one of the hardest working guys in the business, along with Stu Miniman, Dave Vellante, I'm John Furrier for John Walls, Jeff Frick, Leonard and the whole team, thanks for watching. I want to say, thanks to our sponsors who support our mission, which is to bring theCUBE to events and do as much high quality content as possible, with creators, decision makers, with executives, develop, whoever's got the action, the signal from the noise, we get that support by our sponsors, so without them, we wouldn't be here and of course Intel have the naming rights studio sponsorship as the headline, thank Intel and AWS for supporting, there's two stages here at AWS, so thank them and thanks to the entire team for watching. That's a wrap for AWS re:Invent 2019. Thanks for watching. (upbeat music)

>> Narrator: Live from Orlando, Florida, it's theCUBE, covering Microsoft Ignite. Brought to you by, Cohesity. >> Good morning everyone and welcome back to theCUBE's live coverage of Microsoft Ignite. We are here in the Orange County Convention Center. I'm your host Rebecca Knight, along with Stu Miniman. Stu, this is Microsoft's Big Show. 26,000 people from around the globe, all descending on Orlando. This is the big infrastructure show. Thoughts, impressions, now that we're on day two of a three day show. >> Yeah, Rebecca. Last year I had this feeling that it was a little bit too much talking about the Windows 10 transition and the latest updates to Office 365. I could certainly want to make sure that we really dug in more to what's going on with Azure, what's happening in 6the developer space. Even though they do have a separate show for developers, it's Microsoft build. They actually have a huge partner show. And so, Microsoft has a lot of shows. So it's, what is this show that is decades old? And really it is the combination of Microsoft as a platform today. Satya Nadella yesterday talked about empowering the world. This morning, Scott Hanselman was in a smaller theater, talking about app devs. And he came out and he's like, "Hey, developers, isn't it a little bit early for you this morning?" Everybody's laughing. He said, "Even though we're kicking off at 9:00 a.m., Eastern." He said, "That's really early, especially for anybody coming from the West Coast." He was wearing his Will Code For Tacos shirt. And we're going to have Scott on later today, so we'll talk about that. But, where does Microsoft sit in this landscape? Is something we've had. I spent a lot of time looking at the cloud marketplace. Microsoft has put themselves as the clear number two behind AWS. But trying to figure out because SaaS is a big piece of what Microsoft does. And they have their software estate in their customer relationship. So how many of those that are what we used to call window shops. And you had Windows people are going to start, Will it be .NET? Will it be other operating systems? Will it come into Azure? Where do they play? And the answer is, Microsoft's going to play a lot of places. And what was really kind of put on with the point yesterday is, it's not just about the Microsoft solutions, it is about the ecosystem, they really haven't embraced their role, very supportive of open source. And trust is something that I know both you and I have been pointing in on because, in the big tech market, Microsoft wants to stand up and say, "We are the most trusted out there. And therefore, turn to us and we will help you through all of these journeys." >> So you're bringing up so many great points and I want to now go through each and every one of them. So, absolutely, we are hearing that this is the kinder, gentler Microsoft, we had Dave Totten on yesterday. And he was, as you just described, just talking about how much Microsoft is embracing and supporting customers who are using a little bit of Microsoft here, a little bit of other companies. I'm not going to name names, but they're seemingly demanding. I just want best to breed, and this is what I'm going to do. And Microsoft is supporting that, championing that. And, of course we're seeing this as a trend in the broader technology industry. However, it feels different, because it's Microsoft doing this. And they've been so proprietary in the past. >> Yeah, well, and Rebecca, it's our job on theCUBE actually, I'm going to name names. (laughs) And actually Microsoft is-- >> Okay. >> Embracing of this. So, the thing I'm most interested in at the show was Azure Arc. And I was trying to figure out, is this a management platform? And at the end of the day really, it is, there's Kubernetes in there, and it's specifically tied to applications. So they're going to start with databases specifically. My understanding, SQL is the first piece and saying, it sounds almost like the next incarnation of platform as a service to our past. And say, I can take this, I can put it on premises in Azure or on AWS. Any of those environments, manage all of them the same. Reminds me of what I hear from VMware with Hangzhou. Vmworld, Europe is going on right now in Barcelona. Big announcement is to the relationship with VMware on Azure. If I got it right, it's actually in beta now. So, Arc being announced and the next step of where Microsoft and VMware are going together, it is not a coincidence. They are not severing the ties with VMware. VMware, of course partners with all the cloud providers, most notably AWS. Dave Totten yesterday, talked about Red Hat. You want Kubernetes? If you want OpenShift, if you are a Red Hat customer and you've decided that, the way I'm going to leverage and use and have my applications run, are through OpenShift, Microsoft's is great. And the best, most secure place to run that environment is on Azure. So, that's great. So Microsoft, when you talk about choice, when you talk about flexibility, and you talk about agility cause, it is kinder and gentler, but Satya said they have that tech intensity. So all the latest and greatest, the new things that you want, you can get it from Microsoft, but they are also going to meet you where you are. That was Jeremiah Dooley, the Azure advocate, said that, "There's, lots of bridges we need to make, Microsoft has lots of teams. It's not just the DevOps, it's not just letting the old people do their own thing, from your virtualization through your containerization and everything in between microservices server list, and the like. Microsoft has teams, they have partners. Sure that you could buy everything in Microsoft, but they know that there are lots of partners and pieces. And between their partners, their ecosystem, their channel, and their go-to-market, they're going to pull this together to help you leverage what you need to move your business forward. >> So, next I want to talk about Scott Hanselman who was up on the main stage, we're going to have him on the show and he was as you said, adorned in coder dude, attire with a cool t-shirt and snappy kicks. But his talk was app development for everyone. And this is really Microsoft's big push, democratizing computing, hey, anyone can do this. And Satya Nadella, as we've talked about on the show. 61% of technologist's jobs are not in the technology industry. So this is something that Microsoft sees as a trend that's happening in the employment market. So they're saying, "Hey, we're going to help you out here." But Microsoft is not a hardware company. So how does this really change things for Microsoft in terms of the products and services-- >> Well right, >> It offers. >> So really what we're talking about here, we're talking about developers right? 61% of jobs openings for developers are outside the tech sector. And the high level message that Scott had is your tools, your language, your apps. And what we have is, just as we were talking about choice of clouds, it's choice of languages. Sure they'd love to say .NET is wonderful, but you want your Java, your PHP, all of these options. And chances are, not only are you going to use many of them, but even if you're working on a total solution, different groups inside your company might be using them and therefore you need tools that can spam them. The interesting example they use was Chipotle. And if there's a difference between when you're ordering and going through the delivery service, and some of the back-end pieces, and data needs to flow between them, and it can't be, "Oh wait, I've got silos of my data, I've got silos of all these other environments." So, developer tools are all about, having the company just work faster and work across environments. I was at AnsibleFest show earlier this year. And, Ansible is one of those tools that actually, different roles where you have to have the product owner, the developer, or the the operations person. They all have their way into that tool. And so, Microsoft's showing some very similar things as to, when I build something, it's not, "Oh, wait, we all chose this language." And so many of the tools was, " Okay, well, I had to standardize on something." But that didn't fit into what the organization needed. So I need to be able to get to what they all had. Just like eventually, when I'm picking my own taco, I can roll it, bowl it, soft or hard shell-- >> It was a cool analogy. >> And choose all my toppings in there. So it is Taco Tuesday here-- >> Yes. >> At Microsoft Ignite and the developers like their choices of tools, just like they like their tacos. >> And they like their extra guac. So going back to one of the other points you made at the very opening. And this is the competitive dynamic that we have here. We had David Davis and Scott Lowe on yesterday from a ActualTech Media. Scott was incredibly bullish about Microsoft. And saying it could really overtake AWS, not tomorrow, but within the next decade. Of course, the choice for JEDI certainly could accelerate that. What do you make of it? I mean, do you think that's still pie in the sky here? AWS is so far ahead. >> So look, first of all, when you look at the growth rates, first of all, just to take the actual number, we know what AWS's, revenue is. Last quarter, AWS did $9 billion. And they're still growing at about a 35% clip. When I look at Microsoft, they have their intelligent cloud bucket, which is Azure, Windows Server, SQL Server and GitHub. And that was 10.8 billion. And you say, "Oh, okay, that's really big." But last year, Azure did about $12 billion dollars. So, AWS is still two to three times larger when you look at infrastructure as a service. But SaaS hugely important piece of what's going on in the cloud opportunity. AWS really is more of the platform and infrastructure service, they absolutely have some of the PaaS pieces. Azure started out as PaaS and has this. So you're trying to count these buckets, and Azure is still growing at, last quarter was 64%. So if you look at the projection, is it possible for Azure to catch up in the next three years? Well, Azure's growth rate is also slowing down, so I don't think it matters that much. There is a number one and a number two, and they're both clear, valid choices for a customer. And, this morning at breakfast, I was talking to a customer and they are very heavily on Microsoft shop. But absolutely, they've got some AWS on the side. They're doing Azure, they've got a lot of Azure, being here at our Microsoft show. And when I go to AWS, even when I talked to the companies that are all in on AWS, " Oh, you got O 365?" "Of course we do." "Oh, if you're starting to do O 365, are there any other services that you might be using out of Azure?" "Yeah, that's possible." I know Google is in the mix. Ali Baba's in the mix. Oracle, well, we're not going to talk about Oracle Cloud, but we talked about Oracle, because they will allow their services to run on Azure specifically. We talked about that a lot yesterday, especially how that ties into JEDI. So, look, I think it is great when we have a healthy competitive marketplace. Today really, it is a two horse race. It is, AWS and Azure are the main choices for customers. Everyone else is really a niche player. Even a company like IBM, there's good solutions that they have, but they play in a multi cloud world. Google has some great data services, and absolutely a important player when you talk about multi cloud for all they've done with Kubernetes and Istio. I'm going to be at Kube Con in a couple of weeks and Google is front and center there. But if you talk about the general marketplace, Microsoft has a lot of customers, they had a lot of applications and therefore, can they continue to mature that market and grow their environment? Absolutely. AWS has so many customers, they have the marketplace is stronger. It's an area that I want to dig in a little bit more at this show is the Azure Marketplace, how much we talked about the ecosystem. But, can I just procure through the cloud and make it simpler? Big theme we've talked about is, cloud in the early days was supposed to be cheap and simple. And it is neither of those things. So, how do we make it easier, so that we can go from the 20% of applications in the public cloud, up to 50% or more? Because it is not about all everything goes to the public cloud, but making customers put the applications and their data in the right place at the right time with the right services. And then we haven't even talked about edge computing which Microsoft has a big push on, especially with their partners. We talked to HP, a little bit about that yesterday. But really the surface area that this show and Microsoft covers is immense and global. >> It is indeed, and we are going, this is our second day of three days of coverage and we're going to be getting into all of those things. We've got a lot of great guests. We have Cute Host, Keith Townsend, Dave Cahill, a former Wikibon guy, a lot of other fantastic people. So I'm excited to get it on with you today, Stu. >> Thank you, Rebecca. Great stuff. >> I'm Rebecca Knight, for Stu Miniman. Stay tuned for more of theCUBE's live coverage of Microsoft Ignite. (upbeat music`)

>>live from Seattle, Washington. It's the key nude covering smartsheet engaged 2019. Brought to you by Smartsheet. >>Hello, everyone. We are wrapping up one day of coverage at Smartsheet. Engage here in Seattle. I'm Rebecca Knight. Been coasting all day with Jeff Rick. It's been a pleasure sitting next to you together, and it has just been so much fun. It's a great show. >>And you've never been to Seattle before >>my time in the city? Exactly. So you've >>covered this space, Rebecca, in your in your non key black for a very long time. So first off, you know, kind of general impressions of new way to work. We hear about it every show we got to talk about new way to work. So, you know, kind of your global perspective a little bit and then, you know, kind of some takeaways from some of the conversations today. >>Well, we know that the situation is pretty bleak right now that there are the statistics are horrible just in terms of the number of employees that are really checked out, totally disengaged, would would love to quit, but they need the health insurance. And so we're already sort of starting from from a pretty low place, where in terms of people's engagement at work, and I think a lot of the things that that drive people nuts about their work. Uh, of course, is a bad boss and not a great parking spot and everything, but it's it's it's it's the little things that get in your way of doing your job. And it's it's the things that just drive you nuts about some sort of process that takes forever. And, oh, I have to keep doing this. And I just already sent you that email and how come you're looking at this other version? And it's all those impediments that really drive people crazy and that makes people stressed out and and unhappy in their jobs. So I do think that if you are a company like Smartsheet and you have you realized this and you can slowly chip away at those impediments and the aggregate aggravate aggravations that people feel, I think that's not a bad business model. I think I think they're on to something here. Don't worry, though >>sometimes is just is just additive, right? It's just another thing we talked. It's one of the interviews. And when I'm at work, I have three big monitors, each one split into two screens. I've got mail open calendar, open sales force open, slack open asana open YouTube. Twitter. Um, it's probably a couple. And then if I have to, like, look something up and and you know there's this kind of constant confusion is what it what is the screen that's open when you work? And it used to just be e mail, which is not a good solution at all. So I think if if you know, they can become the place that people do, their work right, and we talked about all the integrations like it's that integrate with slack. So maybe you know, the people that work primarily and slacker primarily there, and maybe the people in some other department are primarily on spark cheat, and somebody else is primarily on another tool. But it just seems still like keep adding, tourists were not necessarily taking a lot of them away. >>Well, that will be the job for Anna Griffin, who is the first ever cmo this company. You just started in April, and she's got her work cut out for her because you're right. There are a lot of screens. That's that does not describe my work day. But I know it describes a lot of people's work day, Um, and that that that will be. What she needs to figure out is how to be your number one You're going to the one that you rely on to get your job done. >>The part that I took away from her interview is really She talked a lot about engagement, and you just talked about engagement, an empowerment, you know, not only not only getting the obstacles out of the way, but making me feel like what I do matters, matters to me, matters to my boss, matters to my clients and matters. And then I think that does finally drive to innovation, which is the Holy Grail that everyone talks about. But it's really not that easy to execute. >>Everyone wants more innovative, of course, >>and then the last thing which she talked about, why part of the reason why she came here? His leadership. But I think the way we really can't have this conversation around engagement without talking about leadership, because it's such a critical piece to the puzzle for everyone to rally around, you know, a mission. So this is the execution details. But you also need some type of a mission that you can feel good about, as well as feeling that you can contribute to. >>Absolutely. And I think that what you were just talking about with the ownership piece and so these air these employees, as we said, they're removing the impediments to their job. But then they're also able to then focus on higher level tasks, assignments, thinking, strategy. They're able to use their brains for what they were hired for, not thinking about certain tasks and other files that are old versions. And so if they if they could do those things and then, as you said, feel like they matter, feel like that work, they matters to their boss. However, you are right in that if you got a bad boss, all bets are off. If it works, still gonna stink and you're there. There's nothing you can do about it. >>The other piece that came up, which I was interesting, is really about prioritization. What and what do you optimizing for? And my favorite part of Clayton Christian since Innovator's dilemma, is the conversation about that you must prioritize. You cannot engineer for everything equally, and you have to force up. That pressurization, I think, is interesting here about Smart Cheat is for all the talk about digital transformation. Most people talk about the products, and service is that they sell. They talk about the engagement with their customers. They don't talk about transforming the life of their employees and the way their employees get stepped on and the way the employees actually engage with the company through the applications. And I thought that was a really interesting and insightful take, especially in the day where everything is a service. And again your people walk out the door every night and you hope they come back the next day. So I think, you know, spinning the digital transformation story into more of an employee enable men and engagement story is pretty powerful. >>You I could not agree more because because that that is the critical piece. If you have a bunch of people coming to work every day who hate their jobs, they're not gonna be giving your customers the experience that you want their customers tohave. So it really does start with Happy workers, right? Andi, I think that I think smart. She really gets that. So that's that's what I am struck by today. >>Yeah, it's just those other ones that we're going to bring along. And Dion may have made a good point and said, You know, some people don't want to be engaged work. Some people don't want >>you >>next level things like that they like their roads in the routine gives him comfort. They come to work, they do the road in the routine and they go home. So it's gonna be interesting. Time for those peoples can reach it in time for people to not necessarily have expertise in a broad range of categories formerly siloed categories like product marketing, product management, finance sales, biz, Dev production. But you least have tohave in a kind of an inch. De Milo gave those teams. So you put together a SWAT team, if you will, to accomplish the task. And that's what I'm curious to see. Some of the 4 51 research that how how he was pointing to kind of a restructuring of the silos of teams and organizations within it within a company that We don't hear much about how that's going to restructure on kind of a dev ops, fast assembly, fast, complete kind of assemble and disassemble around projects, which is what Dev Ops says. We'll see you know how that how that impacts organizational structure. >>And I think that could be very cool and very different, particularly with different. I mean, we know that diverse groups make better decisions than lone geniuses. And so if we have a bunch of people who have different perspectives, different levels of expertise and even if it's not expertise, it's just sort of a general knowledge about a lot of different things, right. We know that if we can get those people working together on a task, it's got a lot of potential. So I think I think you're right, right. >>Last thing is that I think really interesting. Here is the is the acknowledgment of team beyond even the company walls. So you've got your core team, you know, cross departmental collaboration, and then was a mere it over and over here here today, collaboration outside the walls to external teams. And it was Mark talking about putting on these big events mean there's so many external stakeholders in place holders and vendors involved in this humongous dance that becomes our enjoyment of the Final Four event. I think that's really insightful. Kind of take that. You have to have the ability to engage, collaborate with a large group or an extended group for any particular project. And And that really changes the way you think about what the application is high share information >>and that they all have to feel ownership in the process to yes, very >>important. All right, Rebecca. Well, >>this was so much fun. I Jeff, I had a great time working with you, and we had a great team. We had Andrew in Jay and Brendan and Taylor Welcome Taylor to the to the show. It was great. I can't wait to come back and do it again. >>It will be big next time. All right, >>Thanks. That is wrapping up our coverage of engaged 2019. I'm Rebecca Knight for Jeff. Rick. Thanks a lot for watching

>>Live from Atlanta, Georgia. It's the cube covering Ansible Fest 2019 brought to you by red hat. >>Welcome back. This is the cubes coverage of Ansible Fest 2019. I'm Stu Miniman. My cohost of the week is John farrier. And this is the cube insights where we share our independent analysis, break down what we're hearing from the community, what we've learned from all of our interviews. John, uh, you know, we knew community would be a big portion of what we did here. Uh, culture and collaboration were things that we talked a lot about that wasn't necessarily what I thought I would be hearing. Uh, you've been talking a lot about how observability and automation are the, the huge wave. We've seen, you know, acquisitions, we've seen IPOs, we've seen investments. So, you know, your, your, your take here as we're wrapping up. Sure, sure. Last to, um, as we said in our opening in the big scene here has been automation for all that's Ansible's kind of rap because they're, you know, they're announcing their main news ants, full automation platform. >>So that's the big news. But the bottom line is where this emerged from was configuration management and supple started out as a small little project that's solved a very specific problem. It solved configuring devices and all the automation around, you know, opening up ports and things that that were important beyond the basic static routing, the old web one. Dot. O web 2.0 model. And it grew into a software abstraction layer for automating because a lot of that stuff, the mundane tasks in configuring networks and servers frankly were boring and redundant. Everyone hated them patches. So easy ground to automate. And I think, um, it's evolved a lot into dev ops because with the cloud scale more devices, just because software's defining everything, it doesn't mean servers go away. So we know that is more servers is more storage, it's in the cloud, it's on premise, it's cloud operations. >>So automation I think, and I'm, my prediction is is that automation will be as big of a category as observability was. And remember we kinda missed observability we saw it as important. We've covered all those companies, but especially in network management on steroids with the cloud. But look what happened. Multiple companies when public big companies getting sold for billions of dollars, a lot of M and a activity observability is the most, one of the most important areas of cloud 2.0 it's not just some white space around network management. The data is super important. I think automation is going to grow into a highly competitive, highly relevant in the lucrative marketplace for companies and I think Ansible is in pole position to capture that with red hat and now red hat part of IBM. I think automation is going to be very big land grab. It's going to be where the value is created. >>I think observability and automation are going to go hand in hand and I think AI and data, those are the things programming infrastructure revolve around those two spheres. I think it is going to be super important. I think that's why the cube is here. We smelled it out, we sniffing it and we can see. We can touch it and the community here, they're doing it. They're there actually have proof points. Yup. These, this community is demonstrating that the process is going to be more efficient. The technology works and the people are transforming and that is a key piece with automation. People can work on other things and it's certainly changing the game. So all three aspects of digital transformation are in lockstep and, and, and, and expanding rapidly. >>Yeah. John, I would expect nothing less than a bold prediction from you on this space. You know, it's only $150 million acquisition, which is really small compared to a lot of the acquisitions that we see these as heck. You know, red hat Ansible didn't get talked about all that much when you know, IBM went and spent over $30 billion for red hat. But absolutely automation is so important that infrastructure is code movement that we've been tracking for quite a long time helps enable automation across the entire stack. A lot of discussion this week here, networking and security, two areas that we know need to make progress and we need to have, you know, less errors. We need to be able to make changes faster and cloud. We just as in the infrastructure space, that configuration management, we need to be able to simplify things. Absolutely. One of the things that will slow down the growth of cloud is that if we can't simplify those environments, so the same type of tooling and where Ansible is trying to, you know, span between the traditional environments and the cloud is to get this working in the containerization cloud native Kubernetes world that we're living in. >>Yeah, and it's still, you're right on, I mean this is the analysis and that it's spot on. I think one of the nuances in the industry landscape is a, when red hat got acquired by IBM for a massive amount of money, everyone's scratching their heads. But if you think about what red hat has done and you know I'm a real big fan of red hat, you are too. They're smart. They make great acquisitions, Ansible, not a big payout. They had coral West, they, they got open shifts there. They're the decouple their operating systems people. They get the notion of systems architecture. I think red hat is executed brilliantly in that systems mindset, which is perfect for cloud computing. I think Arvin Krishna at IBM really understood the impact of red hat and when I talked to him at red hat summit two years ago, right before the acquisition, he had the twinkle in his eye when I asked him about red at, because you can see them connecting the dots. Red hat brings a lot to the table and if IBM doesn't screw up red hat, then they're going to do well and we talk about red hat not screwing up Ansible and they didn't. Now part of it, if IBM doesn't screw up the red hat acquisition, let red hat bring that systems mindset in. I think IBM could use red has a beautiful way to bring a systems architecture into cloud, cloud native and really take a lot of territory down these new cloud native apps. >>John F automation is a force multiplier for customers and Ansible has that capability to be a force multiplier for red hat. When you look at the ecosystem they're building out here, the Ansible automation platform really helps it get customers more in lock steps. So you know, I was talking to the people and said, Oh, you know, AWS has an update. Oh we need to roll the entire core and put out another version. I can't wait for that. I need to be able to decouple the partner activity, which by the way, they talked about how the disk project is the six most popular in get hub decoupling collections might actually put them lower on the on the list, but that's okay because they're solving real customer problems. And it's interesting, John, we talk about the ecosystem here. One of, there's only a couple of other companies other than red hat that can commit without having to go through approval. Microsoft is one of them. So you talk about the, the collaboration, the ecosystem here where this can be, >>let's do the, the thing about Ansible is that it's a double edged sword. There value is also an Achilles heel. And one of the critical analysis that I have is, is that they're not broad enough yet. On and there and there. I won't say misunderstood the customers here in the community, they totally get it. Everyone here loves Ansible. The problem is is that in the global landscape of the industry, they're tiny red hat needs to bring this out faster. I think IBM has to get animal out there faster because they have all the elements kind of popping right now. You got community, very strong customer base, loyal and dynamic. You got champions developing. That's classic sign of success. They got a great product, perfectly fit for this glue layer, this integration layer, you know, below containers and maybe you can even sitting above containers depending on how you look at it. And then finally the ecosystem of partners. Not yet fully robust, but all the names are here. Microsoft, Cisco net app F five kind of feels like VMworld on a small scale. They have to up level it. I think that's the critical problem I see with with these guys is that it's almost too good and too small. >>Yeah. Uh, you know, when I look back at when red hat made the acquisition, there were a handful of companies, most of them embracing open source as to which configuration management tool you're going to do. Ansible did well against them and red hat helped make them the category leader in this space. There is a different competitive landscape today. Just public cloud. You know, Ansible can help, but there's some customers that would be like, Oh, I've got different tooling and it doesn't fit into what I'm doing today. So there's some different competitors in the landscape and we know John, every customer we've talked to, they've got a lot of tools. So how does Ansible get mind share inside the company? They had some great stories that we heard both on the Q from like ING and the Southern company as well as in the keynotes from JP Morgan where they're scaling out, they're building playbooks, they're doing this, but you know, this is not, you know, it's not just push a button to get all of this rolled out. >>The IBM marketing should help here. And if I'm, you know, um, uh, the marketing team at IBM, I'd be like all over this because this is a, a game changer because this could be a digital transformation ingredient. The people equation. The problem is, is that again, IBM to embrace this and Ansible has that glue layer integration. This could be great. Now the benefit to them, I think they're tailwind is they can solve a lot of problems. One nuance from the show that I learned was, okay, configuration management, dev ops, great. The network automation is looking good. Security is a huge opportunity because if you think about the basic blocking and tackling patches, configuration, misconfigurations, automation plays perfect role. So to get beachhead in the enterprise as an extraction layer is to own and dominate those basics. Because think about the big hacks. Capitol one, misconfigured firewall to an S three bucket, that wasn't Amazon's fault, but the data on Amazon, this is automation can solve a lot of these problems, patches, malware, vulnerabilities, the adversaries are going to be all over that. >>So I think the security piece, huge upside position, Ansible and red hat as an abstraction layer to solve those basic problems rather than overselling it could be a great strategy. I think they're doing a good job with that. Uh, it totally, you know, built on simplicity and modularity. Uh, this, this tooling is something that it can sit lots of places in the organization, uh, and help that cultural communication. Uh, I was a bit critical of, uh, you know, enterprise collaboration, uh, that, that top down push that you'd get. Um, but here, you know, you've got a tool that uh, as we, we just had on our final interview with, uh, Pirog, you know, developers, they didn't build this for developers, but developers are embracing it. The infrastructure people are embracing it. It gives a sense of some why we here to why we're here is I think Ansible fast as a community event, which we love. >>But two, I think this is early, you know, days in the Canadian, the coal mine and saying that the Ansible formula for automation is going to be a growth year. That's my prediction. And we have data to back it up. If you look at our our community and the folks out in the cube alumni know no that when we reach out to them and get some data. But here's what supports why I think the automation thing with Ansible and red hat is relevant because it applies what we just talked about. The number one thing that came back from the community stew was focused efforts on better results. Automation from time efficiency days, hours to minutes check. Security is absolutely a top driver for automation. That's a tailwind. The job satisfaction issue is not like a marketing feel. Good thing. People actually liked their jobs when they have to, don't have to come in on the weekends. >>So this automation does align with that. And finally infrastructure and developers re-skilling with new capabilities and new things. Is it just an uplift? So those are the drivers driving the automation. That's why RPA is so hot and this is a critical foundation in my opinion. So you know Ansible's is the leading the wave here in this new automation wave and I think it's going to be a big part because it's controlling the plumbing. Yeah, John wanted the machinery. Johnny is the, the, the future of work. We know that automation is going to be hugely important. You mentioned >>RPA, a huge one. I had an interview with the associate professor from Syracuse university or they're teaching this to education. It's not just, Oh Hey you got to go learn coding and learn this programming language. No, we need to have that. That combination of the business understanding and the technology and automation can sit right at that intersection. What's your big learning point? What did you take away? Yeah, so it is, it's that point here that this is not just to some, you know, cool little tool on the side. This is something you John, we've talked at many shows. Software can actually be a unifying factor inside companies to help build platforms and for customers to help them collaborate and work together. This a tool like Ansible isn't just something that is done tactically but strategically, you know, gets everyone on the same page enables that collaboration isn't just another channel of you know, some other thing that a, I don't want to have to deal with it. >>It helps me get my job better. Increases that job satisfaction. That's so hugely important as to if you think about the digital transformation form of the people, process technology, how many interviews have we done, how many interviews have we done, a companies we've talked to where they have the great product and on the process side to address the process. They have the tech but they fail on the people side. It's the cultural adoption, it's the, it's the real enablement and I think Ansible's challenge is to take the platform, the capabilities of their, of their, of their software, launch the platform and create value because if they're not enabling value out of the platform that does not cross check with what platforms are supposed to do, which is create value. And John, the thing I want to look for when we come back to this show next year is how much are they allowing customers delivered through data? >>When we heard from their engineering division here, okay, the platforms, the first piece, but how do I measure internally and how do I measure against our peers? We know that that people want to have, there's so much information out there. How am I doing? Am I, where am I on my the five, five step progression and adoption of automation and you know, Hey, am I doing good against my competition or are they smoking me? Well? That's the metrics with the insight piece and tying it to the rail. Now people can say, look, I just saved a bunch of money. I saved some time. That's the business impact and I think you know when you have the KPIs and you had the analysts to back it up, good things will happen. Students been great. All right, John, always a pleasure to catch up with you. We got lot more here toward the second half of 2019 a big thanks to the whole community for of course watching this here at antelopes Fest. Check out the cube.net for all the upcoming shows. Thank you to our whole production team and to our hosts. Red hat for giving this beautiful set right in the middle of the show. And thanks as always for watching the cube.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by the M Wear and its ecosystem partners. >> Hey, welcome back, everyone. Live Cube coverage of the emerald 2019 were here in San Francisco, California Mosconi North Lobby. Two sets Our 10th year covering the emerald in our 20th year of Of of our seasons of covering Me to be enterprised Tech. I'm Jeffrey Day Volonte student Justin Warren breaking down day to Cube insights segment. Dave's Do You Do You're on Set Valley set this the meadow set because it's got the steamboat chirping birds behind us. Justin, you've been doing some interviews out on the floor as well. Checking the story's out. All the news is out. Day one was all the big corporate stuff. Today was the product technology news stew. I'll go to you first. What's the assessment on your take on the M, where obviously they're reinventing themselves? Jerry Chen, who we interviewed, said this is Act three of'em where they keep on adding more and more prostitute their core, your thoughts on what's going on. >> So the biggest whore I've seen is the discussion of Tom Zoo, which really talking those cloud native applications. And if you break down VM wear, it's like many companies that said, There's the, you know, core product of the company. It is vey sphere. It is the legacy for what we have and it's not going anywhere, and it's changing. But, you know, then there's the modernization project Pacific howto a bridge to the multi cloud world. How do I bridge Kubernetes is going to come into the sphere and do that? But then there's the application world into the thing I've been. You know, the existential threat to VM, where I've been talking about forever is if we sas if I and cloud If I and all the APS go away, the data centers disappear in Vienna, where dominant, the data center is left out in the cold. So, you know, Pivotal was driving down that that path. They've done a lot of acquisitions, so love directionally where towns who's going time will tell whether they can play in that market. This is not a developer conference. We go to plenty of developer events, so, you know, that's you know, some of the places. I see you know, and and still, you know, >> narrator conference. You're right. Exactly Right. And just I want to get your thoughts, too, because you've been blocking heavily on this topic as well. Dev Ops in general, commenting on the Cube. You know, the reality and the reality, Uh, and the reality of situation from the the announcement. That's a vapor. They're doing some demos. They're really product directions. So product directions is always with VM. Where does it? It's not something that their shameful love, that's what they do. That's what they put out. It's not bakery >> company. It's a statement, A statement of >> direction. We were talking hybrid cloud in 2012 when I asked Pet guess it was a halfway house. He blew a gasket. And now, five years later, the gestation period for hybrid was that. But the end was happy to have the data center back in the back. In the play here, your thoughts on >> Yeah. So this conference is is, I think, a refreshing return to form. So, Vienna, where is as you say, this is an operators conference in Vienna. Where is for operators? It's not Four Dev's. There was a period there where cloud was scary And it was all this cloud native stuff in Vienna where tried to appeal to this new market, I guess tried to dress up and as something that it really wasn't and it didn't pull it off and we didn't It didn't feel right. And now Veum Way has decided that Well, no, actually, this is what they and where is about. And no one could be more Veum where than VM wear. So it's returning to being its best self. And I think you >> can software. They know software >> they know. So flick. So the addition of putting predict Enzo in and having communities in there, and it's to operate the software. So it's it's going to be in there an actual run on it, and they wanna have kubernetes baked into the sphere. So that now, yeah, we'll have new a new absent. Yeah, there might be SAS eps for the people who are consuming them, but they're gonna run somewhere. And now we could run them on van. Wait. Whether it's on Silent at the edge could be in the cloud your Veum wear on eight of us. >> David David so I want to get your thoughts just don't want to jump into because, you know, I love pivotal what they've done. I've always felt as a standalone company they probably couldn't compete with Amazon to scale what's going on in the other things. But bring it back in the fold in VM, where you mentioned this a couple of our interviews yesterday, Dave, and still you illuminate to to the fact of the cloud native world coming together. It's better inside VM wear because they can package pivotal and not have to bet the ranch on the outcome in the marketplace where this highly competitive statements out there so you get the business value of Pivotal. The upside now can be managed. Do your thoughts first, then go to date >> about Pivotal. Yeah, as >> an integrated, integrated is better for the industry than trying to bet the ranch on a pier play >> right? So, John, yesterday we had a little discussion about hybrid and multi cloud and still early about there, but the conversation of past five years ago was very different from the discussion. Today, Docker had a ripple effect with Containers and Veum. Where is addressing that and it made sense for Pivotal Cut to come home, if you will. They still have the Pivotal Labs group that can work with customers going through that transformation and a number of other pieces toe put together. But you ve m where is doing a good enough job to give customers the comfort that we can move you forward to the cloud. You don't have to abandon us and especially all those people that do VM Where is they don't have to be frozen where they are >> a business value. >> Well, I think you've got to start with the transaction and provide a historical context. So this goes back to what I used to call the misfit toys. The Federation. David Golden's taking bits and pieces of of of Dragon Pearl of assets in side of E, M. C and V M wear and then creating Pivotal out of whole cloth. They need an I P O. Michael Dell maintained 70% ownership of the company and 96% voting shares floated. The stock stock didn't do well, bought it back on 50 cents on the dollar. A so what the AIPO price was and then took a of Got a Brit, brought back a $4 billion asset inside of the M wear and paid $900 million for it. So it's just the brilliant financial transaction now, having said all that, what is the business value of this? You know, when I come to these shows, I'd liketo compare what they say in the messaging and the keynotes to what practitioners are saying in the practitioners last night were saying a couple of things. First of all, they're concerned about all the salmon. A like one. Practitioners said to me, Look, if it weren't for all these acquisitions that they announced last minute, what would we be hearing about here? It would have been NSX and V san again, so there's sort of a little concerns there. Some of the practitioners I talked to were really concerned about integration. They've done a good job with Nasasira, but some of the other acquisitions that they may have taken longer to integrate and customers are concerned, and we've seen this movie before. We saw the DMC. We certainly saw the tell. We're seeing it again now, at the end where Veum where? Well, they're very good at integrating companies. Sometimes that catches up to you. The last thing I'll say is we've been pushing You just mentioned it, Justin. On Dev's not a deaf show. Pivotal gives VM where the opportunity to whether it's a different show are an event within the event to actually attract the depths. But I would say in the multi cloud world, VM wears sitting in a good position. With the exception of developers pivotal, I think it's designed to solve that problem. Just tell >> your thoughts. >> Do you think that Veum, where is, is at risk of becoming a portfolio company just like a M A. M. C. Watts? Because it certainly looks at the moment to me like we look at all the different names for things, and I just look at the brand architecture of stuff. There are too many brands. There are too many product names, it's too confusing, and there's gonna have to be a culottes some point just to make it understandable for customers. Otherwise, we're just gonna end up with this endless sprawl, and we saw what the damage that did it. At present, I am saying >> it's a great point and Joseph Joe to cheese used to say that overlap is better than gaps, and I and I agree with him to appoint, you know better until it's not. And then Michael Dell came in and Bar came and said, Look, if we're gonna compete with Amazon's cost structure, we have to clean this mess up and that's what they've been doing it a lot of hard work on that. And so, yeah, they do risk that. I think if they don't do that integration, it's hard to do that. Integration, as you know, it takes time. Um, and so I have Right now. All looks good, right? Right down the middle. As you say, John, are >> multi cloud. Big topic gestation period is going to take five years to seven years. When the reality multi cloud a debate on Twitter last night, someone saying, I'm doing multi cloud today. I mean, we had Gelsinger's layout, the definition of multi cloud. >> Well, he laid out his definition definition. Everyone likes to define its. It's funny how, and we mentioned this is a stew and I earlier on the other set, cloud were still arguing about what cloud means exit always at multi cloud, which kind of multi cloud is a hybrid bowl over. And then you compare that to EJ computing, which computing was always going on. And then someone just came along and gave it a name and everyone just went, huh? OK, and go on with their lives. And so why is cloud so different and difficult for people to agree on what the thing is? >> There's a lot of money being made and lost, That's why >> right day the thing I've said is for multi cloud to be a real thing, it needs to be more valuable to a customer than the sum of its pieces on. And, you know, we know we're gonna be an Amazon reinvent later this year we will be talking, you know? Well, they will not be talking multi cloud. We might be talking about it, but >> they'll be hinting to hybrid cloud may or may not say >> that, you know, hybrid is okay in their world with outpost and everything they're doing in there partnering with VM wear. But you know, the point I've been looking at here is you know, management of multi vendor was atrocious. And, you know, why do we think we're going to any better. David, who hired me nine years ago. It was like I could spend my entire career saying, Management stinks and security needs to be, >> you know, So I want to share lawyers definition. They published in Wicked Bon on Multiply Multi Cloud Hybrid Cloudy, Putting together True Hybrid Cloud Multiply Any application application service can run on any node of the hybrid cloud without rewriting, re compiling or retesting. True hybrid cloud architectures have a consistent set of hardware. Software service is a P I is with integrated network security data and control planes that are native to and display the characteristics of public cloud infrastructure is a service. These attributes could be identically resident on other hybrid nodes independent of location, for example, including on public clouds on Prem or at the edge. That ain't happening. It's just not unless you have considered outposts cloud a customer azure stack. Okay, and you're gonna have collections of those. So that vision that he laid out, I just I think it's gonna >> be David. It's interesting because, you know, David and I have some good debates on this. I said, Tell me a company that has been better at than VM wear about taking a stack and letting it live on multiple hardware's. You know, I've got some of those cars are at a big piece last weekend talking about, you know, when we had to check the bios of everything and when blade Service rolled out getting Veum whereto work 15 years ago was really tough. Getting Veum were to work today, but the >> problem is you're gonna have outposts. You're gonna have project dimensions installed. You're gonna have azure stacks installed. You're gonna have roll your own out there. And so yeah, VM where is gonna work on all >> those? And it's not gonna be a static situation because, you know, when I talk to customers and if they're using V M where cloud on AWS, it's not a lift and shift and leave it there, Gonna modernize their things that could start using service is from the public cloud and they might migrate some of these off of the VM where environment, which I think, is the thing that I am talking to customers and hearing about that It's, you know, none of these situations are Oh, I just put it there and it's gonna live there for years. It's constantly moving and changing, and that is a major threat to VM wears multi clouds, >> Traffic pushes. Is it technically feasible without just insanely high degrees of homogeneity? That's that's the question. >> I I don't think it is and or not. I don't think it's a reasonable thing to expect anyway, because any enterprise you have any M and a activity, and all of a sudden you've got more than one that's always been true, and it will always be true. So if someone else makes a different choice and you buy them, then we'll have both. >> So maybe that's not a fair definition, but that's kind of what what? One could infer that. I think the industry is implying that that is hybrid multi club because that's the nirvana that everybody wants. >> Yeah, the only situation I can see where that could maybe come true would be in something like communities where you're running things on as an abstraction on top off everything else, and that that is a common abstraction that everyone agrees on and builds upon. But we're already seeing how that works out in real life. If >> I'm >> using and Google Antos. I can't easily move it to P. K s or open shift. There's English Kubernetes, as Joe Beta says, is not a magic layer, and everybody builds. On top of >> it, is it? Turns out it's actually not that easy. >> Well, and plus people are taken open source code, and then they're forking it and it building their own proprietary systems and saying, Hey, here's our greatest thing. >> Well, the to the to the credit of CNC, if Kubernetes. Does have a kind of standardized, agreed to get away away from that particular issue. So that's where it stands a better chance and say unfortunately, open stack. So because we saw a bit of that change of way, want to go this way? And we want to go that way. So there's a lot of seeing and zagging, at least with communities. You have a kind of common framework. But even just the implementation of that writing it, >> I love Cooper. I think I've been a big fan of committed from Day one. I think it's a great industry initiative. Having it the way it's rolling out is looking very good. I like it a lot. The comments that we heard on the Cube of Support. Some of my things that I'm looking at is for C N C s Q. Khan Come coop con Coming up is what happened with Kay, native and SDO because that's what I get to see the battleground for above Goober Netease. You see, that's what differentiates again. That's where that the vendors are gonna start to differentiate who they are. So I think carbonates. It could be a great thing. And I think what I learned here was virtualization underneath Kubernetes. It doesn't matter if you want to run a lot. Of'em Furat scale No big deal run Cooper's on top. You want to run in that bare metal? God bless you, >> Go for it. I think this use cases for both. >> That's why I particularly like Tenzer is because for those customers who wanna have a bit of this, cupidity is I don't want to run it myself. It's too hard. But if I trust Vienna where to be able to run that in to upgrade it and give me all of the goodness about operating it in the same way that I do the end where again we're in and I'll show. So now I can have stuff I already know in love, and I can answer incriminating on top of it. >> All right, But who's gonna mess up Multi clouds do. Who's the vendor? I'm not >> even saying it s so you can't mess up something that >> who's gonna think vision, this vision of multi cloud that the entire industry is putting forth who's gonna throw a monkey? The rich? Which vendor? Well, screw it. So >> you know, licensing usually can cause issues. You know, our friend Corey Crane with a nice article about Microsoft's licensing changes there. You know, there are >> lots of Amazon's plays. Oh, yeah. Okay. Amazon is gonna make it. >> A multi clock is not in the mob, >> but yet how could you do multi cloud without Amazon? >> They play with >> control. My the chessboard on my line has been Amazon is in every multi cloud because if you've got multiple clouds, there's a much greater than likely chance >> I haven't been. You know, my feeling is in looking at the history of how multi vendor of all from the I T industry from proprietary network operating systems, many computers toe open systems, D c P I P Web, etcetera. What's going on now is very interesting, and I think the sea so ce of the canary in the coal mine, not Cee Io's because they like multi vendor. They want multiple clouds. They're comfortable that they got staff for that si sos have pressure, security. They're the canary in the coal mine and all the seasons lights, while two are all saying multi clouds b s because they're building stacks internally and they want to create their own technology for security reasons and then build a P eyes and make a P. I's the supplier relationship and saying, Hey, supplier, if you want to work with me, me support my stack I think that is an interesting indication. What that means is that the entire multi cloud thing means we're pick one clown build on, have a backup. We'll deal with multiple clouds if there's workloads in there but primary one cloud, we'll be there. And I think that's gonna be the model. Yes, still be multiple clouds and you got azure and get office 3 65 That's technically multi cloud, >> but I want to make a point. And when pats on we joke about The cul de sac is hybrid cloud a cul de sac, and you've been very respectful and basically saying Yap had okay, But But But you were right, Really. What's hybrid would show me a hybrid cloud. It's taken all this time to gestate you where you see Federated Applications. It's happening. You have on prim workloads, and you have a company that has public cloud workloads. But they're not. Hybrid is >> the region. Some we'll talk about it, even multi. It is an application per cloud or a couple of clouds that you do it, but it's right. Did he follow the sun thing? That we might get there 15 years ago? Is >> no. You're gonna have to insist that this >> data moving around, consistent >> security, governance and all the organizational edicts across all those platforms >> the one place, like all week for that eventually and this is a long way off would be if you go with Serverless where it's all functions and now it's about service composition and I don't care where it lives. I'm just consuming a service because I have some data that I want to go on process and Google happens to have the best machine learning that I need to do it on that data. Also use that service. And then when I actually want to run the workload and host it somewhere else, I drop it into a CD in with an application that happens to run in AWS. >> Guys wrapping up day to buy It's just gonna ask, What is that animal? It must be an influence because hasn't said a word. >> Thistles. The famous blue cow She travels everywhere with me, >> has an INSTAGRAM account. >> She used to have an instagram. She now she doesn't. She just uses my Twitter account just in time to time. >> I learned a lot about you right now. Thanks for sharing. Great to have you. Great as always, Great commentary. Thanks for coming with Bay three tomorrow. Tomorrow. I want to dig into what's in this for Del Technologies. What's the play there when I unpacked, that is tomorrow on day three million. If there's no multi cloud and there's a big tam out there, what's in it for Michael Dell and BM where it's Crown Jewel as the main ingredient guys, thanks for coming stupid in Manchester words, David Want them? John, Thanks for watching day, too. Inside coverage here are wrap up. Thanks for watching

>> Live from San Francisco, California, it's theCUBE covering the IBM Chief Data Officer Summit. Brought to you by IBM. >> Hi everybody, welcome back to theCUBE's coverage of the IBM Chief Data Officer Event. We're here at Fisherman's Wharf in San Francisco at the Centric Hyatt Hotel. This is the 10th anniversary of IBM's Chief Data Officer Summits. In the recent years, anyway, they do one in San Francisco and one in Boston each year, and theCUBE has covered a number of them. I think this is our eighth CDO conference. I'm Dave Vellante, and theCUBE, we like to go out, especially to events like this that are intimate, there's about 140 chief data officers here. We've had the chief data officer from AstraZeneca on, even though he doesn't take that title. We've got a panel coming up later on in the day. And I want to talk about the evolution of that role. The chief data officer emerged out of kind of a wonky, back-office role. It was all about 10, 12 years ago, data quality, master data management, governance, compliance. And as the whole big data meme came into focus and people were realizing that data is the new source of competitive advantage, that data was going to be a source of innovation, what happened was that role emerged, that CDO, chief data officer role, emerged out of the back office and came right to the front and center. And the chief data officer really started to better understand and help companies understand how to monetize the data. Now monetization of data could mean more revenue. It could mean cutting costs. It could mean lowering risk. It could mean, in a hospital situation, saving lives, sort of broad definition of monetization. But it was really understanding how data contributed to value, and then finding ways to operationalize that to speed up time to value, to lower cost, to lower risk. And that required a lot of things. It required new skill sets, new training. It required a partnership with the lines of business. It required new technologies like artificial intelligence, which have just only recently come into a point where it's gone mainstream. Of course, when I started in the business several years ago, AI was the hot topic, but you didn't have the compute power. You didn't have the data, you didn't have the cloud. So we see the new innovation engine, not as Moore's Law, the doubling of transistors every 18 months, doubling of performance. Really no, we see the new innovation cocktail as data as the substrate, applying machine intelligence to that data, and then scaling it with the cloud. And through that cloud model, being able to attract startups and innovation. I come back to the chief data officer here, and IBM Chief Data Officer Summit, that's really where the chief data officer comes in. Now, the role in the organization is fuzzy. If you ask people what's a chief data officer, you'll get 20 different answers. Many answers are focused on compliance, particularly in what emerged, again, in those regulated industries: financial service, healthcare, and government. Those are the first to have chief data officers. But now CDOs have gone mainstream. So what we're seeing here from IBM is the broadening of that role and that definition and those responsibilities. Confusing things is the chief digital officer or the chief analytics officer. Those are roles that have also emerged, so there's a lot of overlap and a lot of fuzziness. To whom should the chief data officer report? Many say it should not be the CIO. Many say they should be peers. Many say the CIO's responsibility is similar to the chief data officer, getting value out of data, although I would argue that's never really been the case. The role of the CIO has largely been to make sure that the technology infrastructure works and that applications are delivered with high availability, with great performance, and are able to be developed in an agile manner. That's sort of a more recent sort of phenomenon that's come forth. And the chief digital officer is really around the company's face. What does that company's brand look like? What does that company's go-to-market look like? What does the customer see? Whereas the chief data officer's really been around the data strategy, what the sort of framework should be around compliance and governance, and, again, monetization. Not that they're responsible for the monetization, but they responsible for setting that framework and then communicating it across the company, accelerating the skill sets and the training of existing staff and complementing with new staff and really driving that framework throughout the organization in partnership with the chief digital officer, the chief analytics officer, and the chief information officer. That's how I see it anyway. Martin Schroeder, the senior vice president of IBM, came on today with Inderpal Bhandari, who is the chief data officer of IBM, the global chief data officer. Martin Schroeder used to be the CFO at IBM. He talked a lot, kind of borrowing from Ginni Rometty's themes in previous conferences, chapter one of digital which he called random acts of digital, and chapter two is how to take this mainstream. IBM makes a big deal out of the fact that it doesn't appropriate your data, particularly your personal data, to sell ads. IBM's obviously in the B2B business, so that's IBM's little back-ended shot at Google and Facebook and Amazon who obviously appropriate our data to sell ads or sell goods. IBM doesn't do that. I'm interested in IBM's opinion on big tech. There's a lot of conversations now. Elizabeth Warren wants to break up big tech. IBM was under the watchful eye of the DOJ 25 years ago, 30 years ago. IBM essentially had a monopoly in the business, and the DOJ wanted to make sure that IBM wasn't using that monopoly to hurt consumers and competitors. Now what IBM did, the DOJ ruled that IBM had to separate its applications business, actually couldn't be in the applications business. Another ruling was that they had to publish the interfaces to IBM mainframes so that competitors could actually build plug-compatible products. That was the world back then. It was all about peripherals plugging into mainframes and sort of applications being developed. So the DOJ took away IBM's power. Fast forward 30 years, now we're hearing Google, Amazon, and Facebook coming under fire from politicians. Should they break up those companies? Now those companies are probably the three leaders in AI. IBM might debate that. I think generally, at theCUBE and SiliconANGLE, we believe that those three companies are leading the charge in AI, along with China Inc: Alibaba, Tencent, Baidu, et cetera, and the Chinese government. So here's the question. What would happen if you broke up big tech? I would surmise that if you break up big tech, those little techs that you break up, Amazon Web Services, WhatsApp, Instagram, those little techs would get bigger. Now, however, the government is implying that it wants to break those up because those entities have access to our data. Google's got access to all the search data. If you start splitting them up, that'll make it harder for them to leverage that data. I would argue those small techs would get bigger, number one. Number two, I would argue if you're worried about China, which clearly you're seeing President Trump is worried about China, placing tariffs on China, playing hardball with China, which is not necessarily a bad thing. In fact, I think it's a good thing because China has been accused, and we all know, of taking IP, stealing IP essentially, and really not putting in those IP protections. So, okay, playing hardball to try to get a quid pro quo on IP protections is a good thing. Not good for trade long term. I'd like to see those trade barriers go away, but if it's a negotiation tactic, okay. I can live with it. However, going after the three AI leaders, Amazon, Facebook, and Google, and trying to take them down or break them up, actually, if you're a nationalist, could be a bad thing. Why would you want to handcuff the AI leaders? Third point is unless they're breaking the law. So I think that should be the decision point. Are those three companies, and others, using monopoly power to thwart competition? I would argue that Microsoft actually did use its monopoly power back in the '80s and '90s, in particular in the '90s, when it put Netscape out of business, it put Lotus out of business, it put WordPerfect out of business, it put Novell out of the business. Now, maybe those are strong words, but in fact, Microsoft's bundling, its pricing practices, caught those companies off guard. Remember, Jim Barksdale, the CEO of Netscape, said we don't need the browser. He was wrong. Microsoft killed Netscape by bundling Internet Explorer into its operating system. So the DOJ stepped in, some would argue too late, and put handcuffs on Microsoft so they couldn't use that monopoly power. And I would argue that you saw from that two things. One, granted, Microsoft was overly focused on Windows. That was kind of their raison d'etre, and they missed a lot of other opportunities. But the DOJ definitely slowed them down, and I think appropriately. And if out of that myopic focus on Windows, and to a certain extent, the Department of Justice and the government, the FTC as well, you saw the emergence of internet companies. Now, Microsoft did a major pivot to the internet. They didn't do a major pivot to the cloud until Satya Nadella came in, and now Microsoft is one of those other big tech companies that is under the watchful eye. But I think Microsoft went through that and perhaps learned its lesson. We'll see what happens with Facebook, Google, and Amazon. Facebook, in particular, seems to be conflicted right now. Should we take down a video that has somewhat fake news implications or is a deep hack? Or should we just dial down? We saw this recently with Facebook. They dialed down the promotion. So you almost see Facebook trying to have its cake and eat it too, which personally, I don't think that's the right approach. I think Facebook either has to say damn the torpedoes. It's open content, we're going to promote it. Or do the right thing and take those videos down, those fake news videos. It can't have it both ways. So Facebook seems to be somewhat conflicted. They are probably under the most scrutiny now, as well as Google, who's being accused, anyway, certainly we've seen this in the EU, of promoting its own ads over its competitors' ads. So people are going to be watching that. And, of course, Amazon just having too much power. Having too much power is not necessarily an indication of abusing monopoly power, but you know the government is watching. So that bears watching. theCUBE is going to be covering that. We'll be here all day, covering the IBM CDO event. I'm Dave Vallente, you're watching theCUBE. #IBMCDO, DM us or Tweet us @theCUBE. I'm @Dvallente, keep it right there. We'll be right back right after this short break. (upbeat music)

>> live from Atlanta, Georgia. It's the two you covering Citric synergy, Atlanta 2019. Brought to You by Citrix. >> Hey, welcome back to the Cube. Lisa Martin with Keith Tones in wrapping up Day two Vault Evil coverage of Citrix Energy. 2019 Keith. What a two days we have had. >> This was not a boring show. This has been really exciting. >> It has my cheeks hurt from smiling. >> You know what I've been to shows where the messaging can be repetitive. What we did almost 20 interviews over the past couple of days talking to executives, three of the their customers, all that actually more than three cups way. We talkto four customers, and all the conversations have been different and dynamic and exciting. And that's really great to say about Citrix again. Citrix is exciting. If I were a citrus customer today at, definitely invite them and get it, and I didn't make the show at my invite him in and have a conversation find out what's going on. The intelligent experience is a secretion said. They've been working on it for a few years, releasing today not a surprise, but definitely a great start. >> Absolutely. You know, they came out of the gates yesterday morning in the general session. Really, with this massive pivot for Citrix of really developing technology for the end user for four, rather the general user like those who are not power users, those who shouldn't have to become power users to do their job, whether they're in supply, chain our marketing or finance. So that pivot towards that general purpose user, which is the majority of users, was very ostensible. And it was welcome from not just all the customers we talked about, the analysts as well. Yeah, I think that's >> one of those things that you look at A a Iot. You've said something repeatedly that interesting stat We heard yesterday that applications are designed for the 1% the power user and what we heard today wass the basically commoditization of a I and M l. I've always thought that a M l A. At some point, we'll get to the point that we can push it down to the user and the user would use a female of the same with the use Microsoft excel Today, Citrix is kind of flipped it on me and and and presented way to use a i M. L in a way that I had not thought of, which is to take processes. Business process is not it processes, but business processes packaged them up. What, no matter what APS, they're being used to deliver that process package stat up into a micro, eh? And in users themselves will be able to build a Christian Riley Citrix. CTO said he's mostly aside. That was a great question. Next, mostly aside of about 2019 putting this builder, the citric builder in a hands of not T administrators. But business process. >> So and I wish we had more time on that front. I was curious. What does that do to shadow it? T empowering this business users? Just that I don't want it to get your perspectives on that. Yeah, >> So you know what? It's exciting and scary at the same time. You know, the idea of that a business user can automate a process, and what she takes data out of one system and put it into another one on surface is pretty cool. But I've been kind of keeping my eye out on this multi cloud thing. What happens from a security perspective. When a user build something and eight of us and they have sales force and they have their Oracle database online and they create a workflow, this builder will give them the capability to basically built a multi cloud. I'm quoting, calling at, ah, multi cloud business process that becomes that becomes a competitive advantage to the business and then becomes a business critical application as a result. So you know what we're I see why the excitement is there but from, you know, just a bureaucratic person that's over 20 years of experience and just can't get out of me. There's a lot t kind of just be Riri of and planned for. It's all good stuff >> it is. But you're right, you bring up. You know, I just was kind of envisioning this proliferation of pipe of these sort of custom applications that lines of business users are going to be able to build a lot of enablement there. But then, of course, in terms of this application, exponential growth within a company, what are some of the implications you talked about security. We talked about that a lot the last couple of days, so that's absolutely critical, but in terms of that AP proliferation, what are your thoughts on that? >> You know you >> think about, would you? >> Interesting term, early nineties or late nineties. And we're just in e commerce. And it was very controversial. Amazon was patterning business processes. The one klick to purchase was a big, big deal. Competitors couldn't do that in users who have a completely different perspective. Teo, too. This is a tool. You know, it doesn't matter if this is a Samsung phone. IPhone doesn't matter. This is the tool so that I can get a business thing done. The results. You know, where we've put imaginary barriers, you know, the S 400 sales force shall never touch. Well, it's business. Users will destroy those barriers. They'll see these applications, they'll see these uses. And then we were on to, you know, typical problems. You will create 1,000 of these in a single organization. How did you find them? Like you're out discovery. 1,000 When you want a new app on your iPhone finding, they have to do it a specific thing. You know, Aiken probably search for flashlight on my iPhone and get you what? apse. Which one is the one for my process and best for my process. I can see that at proliferation, been a problem in the enterprise, >> something that we'll have to keep our eyes on. Another thing I was curious to get your feedback on is our p. A. You are the one of the first ones and Twitter to call that out yesterday, saying Alright of Citrix wants >> to be >> delivering the future of work. Automation is going to be essential. And then voila! There's the intelligent experience, but something that we heard a lot yesterday as well. We hear this at every show. Is these massive workforce talent shortages that we're going to be seeing in the next few years? Some industries are already facing them. So, looking at the talent shortage and then the concern over A and R P taking over jobs, they seem to sort of do balance each other out. I'm sure it's not that simple. Yeah, >> we've talked about this awful lot in my circles. There were some people who just won't be able to make the transition to being to delivering higher value, uh, work output. My son talked about a co worker who did not know how to maximize excel. And, you know, we look at that now kind of chuckle, maybe >> a little bit, >> but that's painful. What? What happens when that when our P A auto makes their job their job? Is it definitely ah, process that there could be automated? But on the flip side, we need people to write our Ph scripts. We need people to, you know, way talked about. You know, there always be someone to operate. The robots are is a definitely area that we know not only need people talk, create the robots. We need someone to maintain them. What happens when a regulation changes? You know, Christian talks about liability if something is automated, and we forget that it's automated regulation changes and we continue to go along with the automated process and we're in violation of a standard or compliance law. Wei need someone to go in and quickly make a change. Who are these people? Were those that talent coming from and then this place workers. How do we find work for them to do this value? Add that they could make the transition to do so. It's a lot of complicated questions yet to be answered. >> Well, another thing that was really obvious the last couple of days is the bread of customer success. That's Citric, says having we were able to talk without you. Mentioned four customers from the Miami Marlins. So Major League Baseball to financial managed, a wealth manager company, Schroeder's in the UK We spoke with Indiana University based here in the States and and what they're doing to enable end users like you and me from students. Two consumers of wealth management technology to baseball fans is radically different. But at the same time, it's all about delivering this experience that's personalized. That's customized and tailored to what each individual wants to achieve. And this >> is without even giving the new product from cities We had Dana Garner Alice on earlier today, who said that Citrix really needs to to their own horn. There should be a Citrix inside. I remember early SAS products from companies like a teepee, uh, get support calls on it. I go Teo and uses death type, and they say I'm using this ADP software. This is before a stall for as the service was really a big thing and I looked at him. Oh, this's just Citrix going into another, going into, ah, data center somewhere else. Today, that is very much a sass service, and Citrix is an underlying foundation of that. So it was no surprise from a technology your perspective to see what you are doing. Or is that effort was doing, or a shoulder or even the Marlins? What was surprising was the impact they're having, you know, the providing, ah, accessibility applications to rule parts of Indiana. Ah, the 200,000 in points from a university. This is not, you know, you think of 200,000. There's a lot of clouds. Ah, Cloud company's ass Cos that would love to have 200,000 device is accessing its infrastructure. So extremely diverse set of customers that sister says, And the capability, even without the products announced today, uh, pretty exciting, >> I'm excited to hear and the next, you know, six months or so from those beta customers who've been testing out intelligent experience and seeing what other enhanced business outcomes they're achieving, also wanted to get your perspective on what you heard of the last couple of days with respect to How does it change the game for Citrix from a competitive advantage standpoint? >> Yeah, the tweeted out that Veum where is either going to acquire or quickly announced a Arpaio type solution? This is something that businesses will care about. This is not something that can be ignored. You AI path, which is a complimentary solution to Citrix, just got a $568,000,000 Roundy. Let's put this in perspective. We're hearing software companies get $60,000,000 rounds to create hardware. This is a salt for on Lee Company. A machine learning that does R. P s were robotic process automation. Investors are seeing the value in this company enough that they're going to give a software company who doesn't have buildings they don't have. Uh, this is just to invest in sales. Portia sells people in R and D $568,000,000 to make it happen. You're going to see competitors like being where citrus is a friend of mine. I'm sorry. Nutanix is a frenemy of say tricks, you know, they go to market a lot together, but they have their frame solution. Citrus is, I think, put, you know, all in and said You know what? V m word nutanix frame put up or shut up. This is this is you know, this is this is a seismic move in industry. >> So I gather that you're leaving here pleasantly surprised by some of the things that were unveiled. >> I did not expect Citrix to move so quickly into our p a roar wanted process automation. And this is not something that they thought of last minute. So you know, Christian said they've been working on this for three years. So this is something that they've given quite a bit of thought to. If the same thought hasn't happened already at frame that competitive solution for desktop as a service or if it hasn't already happened. And bm we're workspace and they're set of Ah VD I solutions than Citrix is obviously three years ahead >> and your thoughts on the announcements with respect to deepening relationships and partnerships with Microsoft with Google. >> Yeah, and some of that. It is catch up the VM where has had a solution with azure for quite some time bringing desktops as a service there. So then where has a slight lead on that? But Citrix you know what? Citrix is still a verb. The even when customers are using other solutions, they say You just like this the Kleenex I'm like I would like Citrix access. Well, it's horizon, this frame, whatever I want. I need to get my job done, and I hear that I have to get a citrus account to get it done. So I think Citrix has definitely caught up with both Nutanix when tannic says the Airframe solution and VM, where we're horizon with solutions and azure and then what went on in that? What went, I think unnoticed is that Citrix partners with Veum where to deliver the Xan desktop solution. And then where's via MacLeod on a W S O. That went unnoticed over the past couple of days. But again, more choice. If I were a customer looking at VD I desktop workspace modernization, be pretty excited about my options in the competitive landscape. >> Think they did a great job of positioning themselves as being enablers of the future of work? We talked a lot about today's workforce with five generations of active workers. We saw a great example of I guess a baby boomer with Dr Madeleine Albright on stage, it's going to get 82 years old. See here, >> Baby Boomer, which issues of the greatest generation? I think she's that fifth thatyou know that fifth oldest generation, 82 years old, And I hope >> I'm not >> a sharp is that now. And I'm a little bit more than half that age told, uh, it's not looking too good for me. >> I mean, either way, how she talked about when she was secretary of state, didn't have a computer on her desk. And now she's writing in driverless vehicles >> and presenting at tech conferences and with respect. This is not always Automat Mall. Albright. What? What can she have to offer us? It was an engaged audience, Uh, even with purse like leaning on political power policies. She gets some, and she got a standing ovation at a tech conference. So, you know, it's an amazing testament to what you can offer. No matter you're your age. >> Exactly, and Citrix is doing a great job of being able to deliver and enable their customers to help all of their workers at any age at any generation. Just get the stuff done. Keep it has been such a great time. Such a pleasure working with you for the last couple of days. Thank you for being my partner in crime. >> Turned out better than we hoped. We said we were gonna have fun. I think we have more fun than we thought we would. >> I agree. Well, thanks so much. Say, flight home. I know. I'll see if the next show sometime in some city soon. >> You know, the Cube is at four places right now. I'm pretty sure we'll be in the same location. Pretty So >> I think so. Keith and I want to thank you so much for watching the cubes to day coverage of citric synergy. 2019 from Atlanta, Georgia, We've had a blast. We hope you've had a blast watching. Thank you.

>> Live from Barcelona, Spain, it's theCUBE. Covering KubeCon CloudNativeCon, Europe, 2019. Brought to you by Red Hat, the CloudNative Computing Foundation and ecosystem partners. >> Welcome back, we're at the end of two days, wall-to-wall coverage here at KubeCon CloudNativeCon here in Barcelona, Spain. I'm Stu Miniman, my co-host for two days has been Corey Quinn. Corey, we've gone two days, it's five years of Kubernetes, and everybody's been wondering when are you going to sing happy birthday to Fippy and the Kubernetes team? >> Generally, no one wants to hear me sing more than once, because first, I don't have a great singing voice, but more importantly, I insist on calling it Corey-oki, and it just doesn't resonate with people. The puns don't land as well as you'd hope they would. >> Maybe not singing, but you are a master of limericks, I'm told. >> So they tell me, most are unprintable, but that's a separate argument for another time. >> Alright, so, Corey this is your first time at KubeCon. >> It is. >> In CloudNativeCon, we've done some analysis segments, I thought we've had some phenomenal guests, some great end-users, some thought leaders, >> We had some great times. >> You need to pick your favorite right now. >> Oh, everyone's going to pick their own favorite on this one, but I've got to say it was, it would have to be, hands down, Abby Fuller, from AWS. Not that I didn't enjoy all of our guests -- >> Is it because you have AWS on your Lapel pin, and that secretly you do work for Amazon? >> Hardly, just the opposite, in fact. It's that, given that my newsletter makes fun of AWS on a near constant basis, whenever someone says Oh, there's going to be a public thing with Corey and someone from AWS, half the people there are like, Oh, this is going to be good, and the other half turn ghost white and Oh, no, no, this is going to go awfully. And, I'll be honest, it's been a day now, I still don't know which it was, but we had fun. >> Yeah, so, Abby was phenomenal, loved having her on the program, I'm a sucker for the real transformational stories, I tell you Jeff Brewer from Intuit, there's been many times I do a show and I do like, the first interview, and I'm like, I can go home. Here we hear a company that we know, both of us have used this technology, and really walks us through how that transformation happens, some of the organizational things. They've brought some software in and they're contributing to it, so just many aspects of what I look at in a company that's modernizing and going through those pieces. And those kinds of stories always get me excited. >> That story was incredible, and in fact it's almost starting to turn into a truth and labeling issue, for lack of a better term, because this is the Cloudnative Foundation, the software is designed for things that were more or less born in the cloud, and now we're hearing this entire series of stories on transitioning in. And it almost feels like that's not native anymore, that's effectively something that is migrating in. And that's fantastic, it's a sign of maturity, it's great to see. And it's strange to think of that, that in the terms of the software itself is absolutely Cloudnative, it's not at all clear that the companies that are working with this are themselves. And that's okay, that's not a terrible thing. There was some snark from the keynote today about, here's a way to run web logic in Kubernetes, and half the audience was looking at this with a, Eeee, why would I ever want to do that? Because you're running web logic and you need to continue to run web logic, and you can either sit there and make fun of people, you can help them get to a different place than they are now that helps their business become more agile and improves velocity, but I don't think you can effectively do both. >> Yeah, Corey, anything that's over than 5 years old why would you ever want to do that? Because you must always do things the brand new way. Oh wait, let's consider this for a second, lift and shift is something that I cringe a little bit when I hear it because there's too many times that I would hear a customer say I did this, and I hadn't fully planned out how I was doing it, and then I clawed it back because it was neither cheap nor easy, I swiped that credit card and it wasn't what I expected. >> Yeah, I went ahead and decided to run on a cloud provider now my infrastructure runs on someone else's infrastructure, and then a few months go by, and the transition doesn't happen right, I was wrong, it's not running on someone else's infrastructure, it's running on money. What do I do? And that became something that was interesting for a lot of companies, and painful as well. You can do that, but you need to plan the second shift phase to take longer than you think it will, you will not recoup savings in the time frame you probably expect to, but that's okay because it's usually not about that. It's a capability story. >> I had hoped that we learned as an industry. You might remember the old phrase, my mess for less? By outsourcing, and then we'll, Oh wait, I put it in an environment, they don't really understand my business, I can't make changes in the way I want, I need to insource now my knowledge to be able to work close with the business, and therefore no matter where I put my valuable code, my valuable information and I run stuff, I'm responsible for it and even if I move it there as a first step, I need to make sure how do I actually optimize it for that environment from a cost savings, there's lots of things that I can to change those kind of things. >> The one cautionary tale I'm picking up from a lot of these stories has been that you need to make sure the people you're talking to, and the trusted advisors that you have are aligned with your incentives, not their own. No matter where you go, there's an entire sea of companies that are thrilled and lined up to sell you something. And that's not inherently a bad thing, but you need to understand that whenever you're having those conversations, there's a potential conflict of interest. Not necessarily an actual one, but pay attention. You can partner with someone, but at some point your interests do diverge. >> Okay, Corey, what other key learnings or sound bites did you get from some of our speakers this week? >> There were an awful lot of them. I think that's the first time I've ever seen, for example, a project having pieces removed from it, Tiller, in this case, and a bunch of people clapped and cheered. They've been ripped out of Helm, it's oh awesome, normally the only time you see something get ripped out and people cheer is when they finally fire that person you work with. Usually, that person is me, then everyone claps and cheers, which, frankly, if you've met me, that makes sense. For software, it's less common. But we saw that, we saw two open-source projects merging. >> Yeah. >> We had, it was-- >> Open telemetry is the new piece. >> With open senses and open tracing combining, you don't often see that done in anything approaching a responsible way, but we've seen it now. And there's been a lot of people a little miffed that there weren't a whole bunch of new features and services and what not launched today. That's a sign of maturity. It means that there's a stability story that is now being told. And I think that that's something that's very easy to overlook if you're interested in a pure development perspective. >> Just to give a little bit of a cautionary piece there, we had Mark Shuttleworth on the program, he said Look, there are certain emperors walking around the show floor that have no clothes on. Had Tim talking, Joe Beta, and Gabe Monroy on, some of the earliest people working on Kubernetes and they said Look, five years in, we've reached a certain level of maturity, but Tim Hoggin was like, we have so much to do, our sigs are overrunning with what I need to do now, so don't think we can declare success, cut the cake, eat the donuts, grab the t-shirt, and say great let's go on to the next great thing because there is so much more yet to do. >> There's absolutely a consulting opportunity for someone to set up shop and call it imperial tailoring. Where they're going around and helping these people realize that yes, you've come an incredibly long way, but there is so much more work to be done, there is such a bright future. Now I would not call myself a screaming advocate for virtually any technology, I hope. I think that Kubernetes absolutely has it's place. I don't think it's a Penesea, and I don't think that it is going to necessarily be the right fit for every work load. I think that most people, once you get them calmed down, and the adrenaline has worn off, would largely agree with that sentiment. But that nuance often gets lost in a world of tweets, it's a nuanced discussion that doesn't lend itself well to rapid fire, quick sound bites. >> Corey, another thing I know that is near and dear to your heart they brought in diversity scholarships. >> Yes. >> So 56 people got their pass and travel paid for to come here. There's really good, People in the community are very welcoming, yet in the same breath, when they talked about the numbers, and Cheryl was up on stage saying only three percent of the people contributing and making changes were women. And so, therefore, we still have work to do to make sure that, you've mentioned a couple of times on the program. >> Absolutely, and it is incredibly important, but one of the things that gives me some of the most hope for that is how many companies or organizations would run numbers like that and realize that three percent of their contributors are women, and then mention it during a keynote. That's almost unheard of for an awful lot of companies, instead they wind up going and holding that back. One company we don't need to name, wound up trying to keep that from coming out in a court case as a trade secret, of all things. And that's generally, depressingly, what you would often expect. The fact that they called it out, and the fact that they are having a diversity scholarship program, they are looking at actively at ways to solve this problem is I think the right answer. I certainly don't know what the fix is going to be for any of this, but something has to happen, and the fact that they are not sitting around waiting for the problem to fix itself, they're not casting blame around a bunch of different directions is inspirational. I'm probably not the best person to talk on this, but the issue is, you're right, it is very important to me and it is something that absolutely needs to be addressed. I'm very encouraged by the conversations we had with Cheryl Hung and several other people these last couple of days, and I'm very eager to see where it goes next. >> Okay, Corey, what about any things you've been hearing in the back channel, hallway conversations, any concerns out there? The one from my standpoint where I say, well, security is something that for most of my career was top of mine, and bottom of budget, and from day one, when you talk about containers and everything, security is there. There are a number of companies in this space that are starting to target it, but there's not a lot of VC money coming into this space, and there are concerns about how much real focus there will be to make sure security in this ecosystem is there. Every single platform that this is going to live in, whether you talk the public clouds, talk about companies like Red Hat, and everybody else here, security is a big piece of their message and their focus, but from a CNCF if there was one area that I didn't hear enough about at this show, I thought it might be storage, but feels like we are making progress there, so security's the one I come out with and say I want to know more, I want to see more. >> One thing that I thought was interesting is we spoke to Reduxio earlier, and they were talking about one of their advantages was that they are quote enterprise grade, and normally to me that means we have slides with war and peace written on every one. And instead what they talked about was they have not just security built into this, but they have audit ability, they have an entire, they have data lifecycle policies, they have a level of maturity that is necessary if we're going to start winning some of these serious enterprise and regulated workloads. So, there are companies active in this space. But I agree with you, I think that it is not been a primary area of focus. But if you look at how quickly this entire, I will call it a Kubernetes revolution, because anything else takes on religious overtones, it's been such a fast Twitch type of environment that security does get left behind, because it's never a concern or a priority until it's too late. And then it becomes a giant horses left, barn door's been closed story, and I hope we don't have to learn that. >> So, MultiCloud, Corey, have you changed your mind? >> I don't think so, I still maintain that MultiCloud within the absence of a business reason is not a best practice. I think that if you need to open that door for business reasons then Kubernetes is not a terrible way to go about achieving it. But I do question whether it's something everyone needs to put into their system design principles on day one. >> Okay, must companies be born CloudNative, or can they mature into a CloudNative, or we should be talking a different term maybe? >> I don't know if it's a terminology issue, we've certainly seen companies that were born in on-prem environments where the classic example of this is Capital One. They are absolutely going all in on public cloud, they have been very public about how they're doing it. Transformation is possible, it runs on money and it takes a lot more time and effort than anyone thinks it's going to, but as long as you have the right incentives and the right reason to do things it absolutely becomes possible. That said, it is potentially easier, if you're born in the cloud, to a point. If you get ossified into existing patterns and don't pay attention to what's happening, you look at these companies that are 20 years old, and oh they're so backwards they'll never catch up. If you live that long, that will be you someday. So it's very important to not stop paying attention to what the larger ecosystem is doing, because you don't want to be the only person responsible for levels of your stack that you don't want to have to be responsible for. >> Alright, want to give you the final word. Corey, any final things, any final questions for me? >> Fundamentally I think that this has been an incredible event. Where we've had great conversations with people who are focused on an awful lot of different things. There are still a bunch of open questions. I still, for example, think that Serverless is being viewed entirely too much through a lens of functions as a service, but I'm curious as far as what you took away from this. What did you learn this trip that you didn't expect to learn? >> So, it's interesting when we talk about the changing world of OpenSource. There's been some concern lately that what's happening in the public cloud, well, maybe OpenSource will be imploding. Well, it really doesn't feel that way to me when you talk at this show, we've actually used the line a couple of times, Kubernetes is people. It is not the vendors jested, >> Internet of flesh. >> There are people here. We've all seen people that we know that have passions for what they are doing, and that goes above and beyond where they live. And in this community it is project first, and the company you work for is second or third consideration in there. So, there's this groundswell of activity, we're big believers of the world can be changed if, I don't need everybody's full time commitment, if you could just take two percent of the US's watching of TV in a single year, you could build Wikipedia. Clay Sharky, one of my greats that I love from those environments, we believe that the network and communities really can make huge efforts and it's great to see tech for good and for progress and many of the outcomes of that we see here is refreshingly uplifting to kind of pull us out of some of the day-to-day things that we think about sometimes. >> Absolutely, I think that you're right, it has to come from people, it has to come from community, and so far I'm seeing a lot of encouraging signs. One thing that I do find slightly troubling that may or may not resolve itself is that we're still seeing CloudNative defined in terms of what it's not. That said, this is theCUBE, I am not Stu Miniman. >> Well, I am Stu Miniman, you are Corey Quinn. Corey, how's it been two days on theCUBE wall-to-wall through all these things, ready for a nap or fly home? >> I'm ready to call it a week, absolutely. I'm somewhat surprised that at no point have you hit me. And one of these days I am sure we will cross that border. >> Well, definitely, I try not to have any video or photo evidence of that, but thank you Corey, so much. We do have to make a big shout out, first and foremost to the CloudNative Computing Foundation without their partnership, we would not be able to come here. And we do have sponsorship if you look on the lower thirds of the videos you will see our headline sponsor for this show has been Red Hat. Obviously strong commitment in this community, and will be with us here and also in San Diego for KubeCon. Additional shout out to Cisco, Canonical, and Reduxio for their sponsorship here. And all the people that put on this show here, it's a big community, our team. So I want to make a big shout out to my boys here, coming in I've got Pat, Seth, flying in from the West Coast as well as the Tony Day crew Tony, Steve, and John. Thank you guys, beautiful set here, love the gimble with the logo. Branding here, lot's of spectacle, and we always say check out thecube.com to see all the replays as well, see where we will be, reach out with any questions, and thank you as always, for watching theCUBE. (upbeat jingle)

>> Woman: From San Fransisco, it's theCUBE, covering VMware Radio 2019. Brought to you by VMware. >> Hey, welcome back to theCUBE's exclusive coverage of VMware's Radio 2019, Lisa Martin with John Furrier, John, we started really bright and early this morning with a very excited Pat Gelsinger. VMware, this is the fifteenth Radio, Radio is R&D innovation offsite. There's about 1800 VMware engineers from lots of B.U.s, very competitive event, very passion driven event, and really just is a... what a great manifestation of the VMware culture and the spirit of innovation. >> This is the best of the best event, and the story around Radio 2019 is really a cumulation of multiple years, as you pointed out, of cultural innovation, engineering. VMware has always been an engineering culture, coming out of Stanford, and from day one they've had that guiding principle. They've also been open and transparent, as we heard on theCUBE interviews today, that has created the culture of community. Open Source dives beautifully into it. And so radio is about that cumulation of the talent. It's the best of the best internally, they submit papers, it's a bottoms-up process, so it's truly a meritocracy from an engineering standpoint. But it's a culture of engineering, and their job is to come up with the future, and what's notable about this event is it's the second year now theCUBE's been here. Last year was the first year they've invited press, so three outlets from the media were allowed, were one of them. And we get exposed, we get to look under the hood, and look at the engine of innovation coming down the road for VMware and their partners. So, it's a super exciting event, Radio is a community within VMware that's now global, 50% outside of North America and the United States, all a bottoms-up, a hive mind, we heard that here. Really successful for VMware to continue this, bringing the press in, get the stories out there, take that transparency and open message from the content. We can share it, we get access to the data, it's a beautiful co-creation formula with theCUBE and VMware. It's a success, and their challenge is can they take it global and extend it. >> And this is day four of Radio19 and you can hear the amount of people that are still here, still passionate, these are projects that they're doing outside of their day jobs. So, the transparency that you talked about, I loved when we were talking with David Tennenhouse about the bottoms-up approach, that this is not a set agenda, we're going to talk about Blockchain, and IOT, and security, this is driven as you said, from thousand-plus submissions of people who want to have papers presented here. >> People don't want to leave, because this is like a kid in the candy store, it's like being intoxicated with technology and there's so much content here. Now that's also a bellwether and a barometer of the company. If R&D is weak, you don't have the innovation. There's companies that don't really invest in R&D, they wouldn't have this kind of mojo or this kind of excitement. But VMware prides themselves on doing 15% R&D, that's way outside the box. The rest is all done within the constraints of what they're doing in the market, so relevance is high, but still room to play and dream the future. And again, I've always believed that you can't dream it up, you can't build it. >> Now of course, VMware, all about, as every business should be, we needed to be developing products and solutions and services that the market needs to solve real-world problems. One of the cool things we learned about today, John, is, from the EMEA CTO John Bagley, is the CTO Ambassador program, the CTOA program, where there are folks, and this is also a competitive program, it's a couple, I think you said a four year tenure to get folks through the program, but being out in the field, in customer sights, learning about all these enterprise organizations, what they actually need, so in that spirit of openness that you talked about, they're bringing in customer information, building and fostering relationships, so that what they're investing in from an R&D standpoint, is going to be able to solve customer problems that they don't even know they have today. >> Yeah, that Champion program, that Ambassador CTO program, that Joe mentioned, what's interesting about VMware, and this is what I love, I admire about the company, as well as companies like AWS and Amazon web services, the people are smart and they think about scaling. So, that's kind of a cliché these days, how does it scale, makes you look smarter if you ask that question, but VMware actually thinks about how to scale, and so, the problem that they had was, they had these field CTOs that were out evangelizing with customers half the time, and doing internal real CTO work around architecture with the teams to build great stuff and move that to market, they couldn't scale. So they used their community of their own ecosystem to find people to come in and replicate. You heard Joe Bagley, "I had to be Steve Herrod," cause he can't be everywhere. That's the mindset of this culture, and I think they have real opportunity to crush it at Open Source, they have a real opportunity to take the Radio culture, and superimpose that in as a new way to do work, new way to create distributed, decentralized teams, and ultimately better software, and at the end of the day, they have to attract great engineers and keep them, work on hard problems, because, Pat's ambitious. And we know Pat. What he says, and what's real, they're all catching up to Pat. Pat has this great vision and he's nailing it, but the engineers got to build what Pat says they got to do. When he says "I'm abstracting away Kubernetes, as an abstraction layer," yeah that sounds simple, but it's really hard to do. >> Absolutely, and I want to get your perspective too, on this, not just the culture of innovation, that you talked about, that VMware has had for a very long time, but also in the spirit of VMware leveraging their innovation programs like Radio, to attract and retain this high quality talent, from your perspective, how does a conference like this, which is kind of academic in nature, it's kind of like a science fair for engineers, how does it differ from some of the other companies, like a Google that say "we have innovation programs." In your perspective, how is this different? >> Well, Google actually is fairly similar in the sense that they came out of Stanford, they have that kind of ethos of academic. Facebook is exactly the opposite, he wants to be Bill Gates, and be like Microsoft, as I was saying the other day. Google's internal stuff is pretty strong, they don't externalize it, and that's why Google Cloud's having such a hard time gaining market shares, that they're not good on the external game. Their thing is the SAS offering, it's all programmable. They're awesome at technology, but they're not good at externalizing it. So, I think Google's struggle is not a lot of internal to external translation. What Radio has done successfully, and we heard a little bit here, was they took it from the Palo Alto bubble, which Google lives in, and they've extended it beyond to the rest of the world, so 50% of the Radio attendees here are from outside the United States. So what they got right is, they've actually externalized it better, they're allowing press to come in, the storytelling that we're doing, that's going on, the collaboration here, is about people collaborating, that's why this successful. And it a world where everything's open, and information's freely available, there's a an audience for "high end," tech nerd activity. This is, this meets the high bar of the geeks of the best of the best, and so why isn't it being covered? Well, it is. We are here. >> You're right, we are here. And also, if you look at, it's one thing for companies to have innovative cultures, but it's another thing, some of the key elements that really can catalyze innovation are partnerships, diversity, that come to mind, both of which VMware does very, very well. Big foci on partnerships, which we've seen and heard about here as well, as well as, not just diversity and gender and things, but also thought diversity, and how groups from completely disparate business units can come together, either organically, before Radio, or even probably, can you imagine the hallway conversations that are going on here? Where suddenly, these different ideas are coming together. Partnerships and diversity are really catalysts for VMware's innovation- >> Well that's a great point, one of the first, on the partnership side, clearly a catalyst, because of multi-cloud and cloud native, seeing that. Diversity is a homerun for them, because they are a diverse culture, but look, how many women are here? Not many, I mean still, more than some, still a lot more work to do. But diversity of opinion, the inclusion that VMware has, they're a very inclusive company. So, it's not like, I just don't think there's enough population of women, in my opinion, that are in the community. But they're inclusive, there's different people with different backgrounds, different technical backgrounds, so from so from a quote "diversity" skill set, it's a melting pot. You've got people talking about carbon fiber, sustainability, to kubernetes, all kind of coming together. So I think diversity's a real strength for them. >> So we heard, I know you had a really, really intriguing Blockchain conversation today. We talked a lot about some of those emerging technologies, Vmworld 2019, which theCUBE will be at, for, I believe the tenth year, it's just around the corner. What excites you about some of the things you heard today that you think we might hear more about in August? >> What excited me about VMworld is what Pat Gelsinger said off camera, that it's going to be a ton of news, a ton of activity, and I think if you look at what VMware's doing, again, like I said, Pat Gelsinger's got an amazing vision, and I think he's cleared the runway, or sailed away from the icebergs. VMware's in a really good market position right now. They have great growth going on, and, look, the organic innovation here at Radio, amazing. Content's solid, people are still buzzing for it, they could probably stay here for a week, two weeks. Acquisitions, CloudHealth, Bitnami, again, two smart acquisitions, they're making smart deals, the ecosystem's evolving, it's a new VMware. So I think Vmworld is going to be, have a spring to its step this year, I think you'll see a lot of action, they'll be two CUBE sets again this year, it's going to be a different company next ten years, VMWare, than it was the past ten years. >> Well, I'm excited to be there with theCUBE, two sets as you mentioned, my interest is certainly heightened after some of the things we heard today. John, as always, I had a blast co-hosting with you. You got some awesome swag to go home with. Until next time, right? >> Yeah. >> All right, for John Furrier, I'm Lisa Martin, you've been watching our exclusive coverage of VMware Radio2019 from San Fransisco. Thanks for watching.

>> Announcer: Live from Boston, Massachusetts, it's theCUBE, covering Red Hat Summit 2019. Brought to you by Red Hat. >> Welcome back here on theCUBE, joined by Stu Miniman, I'm John Walls, as we wrap up our coverage here of the Red Hat Summit here in 2019. We've been here in Boston all week, three days, Stu, of really fascinating programming on one hand, the keynotes showing quite a diverse ecosystem that Red Hat has certainly built, and we've seen that array of guests reflected as well here, on theCUBE. And you leave with a pretty distinct impression about the vast reach, you might say, of Red Hat, and how they diversified their offerings and their services. >> Yeah, so, John, as we've talked about, this is the sixth year we've had theCUBE here. It's my fifth year doing it and I'll be honest, I've worked with Red Hat for 19 years, but the first year I came, it was like, all right, you know, I know lots of Linux people, I've worked with Linux people, but, you know, I'm not in there in the terminal and doing all this stuff, so it took me a little while to get used to. Today, I know not only a lot more people in Red Hat and the ecosystem, but where the ecosystem is matured and where the portfolio is grown. There's been some acquisitions on the Red Hat side. There's a certain pending acquisition that is kind of a big deal that we talked about this week. But Red Hat's position in this IT marketplace, especially in the hybrid and multi-cloud world, has been fun to watch and really enjoyed digging in it with you this week and, John Walls, I'll turn the camera to you because- >> I don't like this. (laughing) >> It was your first time on the program. Yeah, you know- >> I like asking you the questions. >> But we have to do this, you know, three days of Walls to Miniman coverage. So let's get the Walls perspective. >> John: All right. >> On your take. You've been to many shows. >> John: Yeah, no, I think that what's interesting about what I've seen here at Red Hat is this willingness to adapt to the marketplace, at least that's the impression I got, is that there are a lot of command and control models about this is the way it's going to be, and this is what we're going to give you, and you're gonna have to take it and like it. And Red Hat's just on the other end of that spectrum, right? It's very much a company that's built on an open source philosophy. And it's been more of what has the marketplace wanted? What have you needed? And now how can we work with you to build it and make it functional? And now we're gonna just offer it to a lot of people, and we're gonna make a lot of money doing that. And so, I think to me, that's at least what I got talking to Jim Whitehurst, you know about his philosophy and where he's taken this company, and has made it obviously a very attractive entity, IBM certainly thinks so to the tune of 34 billion. But you see that. >> Yeah, it's, you know, some companies say, oh well, you know, it's the leadership from the top. Well, Jim's philosophy though, it is The Open Organization. Highly recommend the book, it was a great read. We've talked to him about the program, but very much it's 12, 13 thousand people at the company. They're very much opinionated, they go in there, they have discussions. It's not like, well okay, one person pass this down. It's we're gonna debate and argue and fight. Doesn't mean we come to a full consensus, but open source at the core is what they do, and therefore, the community drives a lot of it. They contribute it all back up-stream, but, you know, we know what Red Hat's doing. It's fascinating to talk to Jim about, yeah you know, on the days where I'm thinking half glass empty, it's, you know, wow, we're not yet quite four billion dollars of the company, and look what an impact they had. They did a study with IDC and said, ten trillion dollars of the economy that they touch through RHEL, but on the half empty, on the half full days, they're having a huge impact outside. He said 34 billion dollars that IBM's paying is actually a bargain- >> It's a great deal! (laughing) >> for where they're going. But big announcements. RHEL 8, which had been almost five years in the works there. Some good advancements there. But the highlight for me this week really was OpenShift. We've been watching OpenShift since the early days, really pre-Kubernetes. It had a good vision and gained adoption in the marketplace, and was the open source choice for what we called Paths back then. But, when Kubernetes came around, it really helped solidify where OpenShift was going. It is the delivery mechanism for containerization and that container cluster management and Red Hat has a leadership position in that space. I think that almost every customer that we talked to this week, John, OpenShift was the underpinning. >> John: Absolutely. >> You would expect that RHEL's underneath there, but OpenShift as the lever for digital transformation. And that was something that I really enjoyed talking to. DBS Bank from Singapore, and Delta, and UPS. It was, we talked about their actual transformation journeys, both the technology and the organizational standpoint, and OpenShift really was the lever to give them that push. >> You know, another thing, I know you've been looking at this and watching this for many many years. There's certainly the evolution of open source, but we talked to Chris Wright earlier, and he was talking about the pace of change and how it really is incremental. And yet, if you're on the outside looking in, and you think, gosh, technology is just changing so fast, it's so crazy, it's so disruptive, but to hear it from Chris, not so. You don't go A to Z, you go A to B to C to D to D point one. (laughing) It takes time. And there's a patience almost and a cadence that has this slow revolution that I'm a little surprised at. I sense they, or got a sense of, you know, a much more rapid change of pace and that's not how the people on the inside see it. >> Yeah. Couple of comment back at that. Number one is we know how much rapid change there is going because if you looked at the Linux kernel or what's happening with Kubernetes and the open source, there's so much change going on there. There's the data point thrown out there that, you know, I forget, that 75% or 95% of all the data in the world was created in the last two years. Yet, only 2% of that is really usable and searchable and things like that. That's a lot of change. And the code base of Linux in the last two years, a third of the code is completely overhauled. This is technology that has been around for decades. But if you look at it, if you think about a company, one of the challenges that we had is if they're making those incremental change, and slowly looking at them, a lot of people from the outside would be like, oh, Red Hat, yeah that's that little Linux company, you know, that I'm familiar with and it runs on lots of places there. When we came in six years ago, there was a big push by Red Hat to say, "We're much more than Linux." They have their three pillars that we spent a lot of time through from the infrastructure layer to the cloud native to automation and management. Lots of shows I go to, AnsiballZ all over the place. We talked about OpenShift 4 is something that seems to be resonating. Red Hat takes a leadership position, not just in the communities and the foundations, but working with their customers to be a more trusted and deeper partner in what they're doing with digital transformation. There might have been little changes, but, you know, this is not the Red Hat that people would think of two years or five years ago because a large percentage of Red Hat has changed. One last nugget from Chris Wright there, is, you know, he spent a lot of time talking about AI. And some of these companies go buzzwords in these environments, but, you know, but he hit a nice cogent message with the punchline is machines enhance human intelligence because these are really complex systems, distributed architectures, and we know that the people just can't keep up with all of the change, and the scope, and the scale that they need to handle. So software should be able to be helping me get my arms around it, as well as where it can automate and even take actions, as long as we're careful about how we do it. >> John: Sure. There's another, point at least, I want to pick your brain about, is really the power of presence. The fact that we have the Microsoft CEO on the stage. Everybody thought, well (mumbles) But we heard it from guest after guest after guest this week, saying how cool was that? How impressive was that? How monumental was that? And, you know, it's great to have that kind of opportunity, but the power of Nadella's presence here, it's unmistakable in the message that has sent to this community. >> Yeah, you know, John, you could probably do a case study talking about culture and the power of culture because, I talked about Red Hat's not the Red Hat that you know. Well, the Satya Nadella led Microsoft is a very different Microsoft than before he was on board. Not only are they making great strides in, you know, we talk about SaaS and public cloud and the like, but from a partnership standpoint, Microsoft of old, you know, Linux and Red Hat were the enemy and you know, Windows was the solution and they were gonna bake everything into it. Well, Microsoft partnered with many more companies. Partnerships and ecosystem, a key message this week. We talked about Microsoft with Red Hat, but, you know, announcement today was, surprised me a little bit, but when we think about it, not too much. OpenShift supported on VMware environments, so, you know, VMware has in that family of Dell, there's competitive solutions against OpenShift and, you know, so, and virtualization. You know, Red Hat has, you know, RHV, the Red Hat Virtualization. >> John: Right, right, right. >> The old day of the lines in the swim lanes, as one of our guests talked about, really are there. Customers are living in a heterogeneous, multi-cloud world and the customers are gonna go and say, "You need to work together, before you're not gonna be there." >> Azure. Right, also we have Azure compatibility going on here. >> Stu: Yeah, deep, not just some tested, but deep integration. I can go to Azure and buy OpenShift. I mean that, the, to say it's in the, you know, not just in the marketplace, but a deep integration. And yeah, there was a little poke, if our audience caught it, from Paul Cormier. And said, you know, Microsoft really understands enterprise. That's why they're working tightly with us. Uh, there's a certain other large cloud provider that created Kubernetes, that has their own solution, that maybe doesn't understand enterprise as much and aren't working as closely with Red Hat as they might. So we'll see what response there is from them out there. Always, you know, we always love on theCUBE to, you know, the horse is on the track and where they're racing, but, you know, more and more all of our worlds are cross-pollinating. You know, the AI and AI Ops stuff. The software ecosystems because software does have this unifying factor that the API economy, and having all these things work together, more and more. If you don't, customers will go look for solutions that do provide the full end to end solution stuff they're looking for. >> All right, so we're, I've got a couple in mind as far as guests we've had on the show. And we saw them in action on the keynotes stage too. Anybody that jumps out at you, just like, wow, that was cool, that was, not that we, we love all of our children, right? (laughing) But every once in awhile, there's a story or two that does stand out. >> Yeah, so, it is so tough, you know. I loved, you know, the stories. John, I'm sure I'm going to ask you, you know, Mr. B and what he's doing with the children. >> John: Right, Franklin Middle School. >> And the hospitals with Dr. Ellen and the end of the brains. You know, those tech for good are phenomenal. For me, you know, the CIOs that we had on our first day of program. Delta was great and going through transformation, but, you know, our first guest that we had on, was DBS Bank in Singapore and- >> John: David Gledhill. >> He was so articulate and has such a good story about, I took outsourced environments. I didn't just bring it into my environment, say okay, IT can do it a little bit better, and I'll respond to business. No, no, we're going to total restructure the company. Not we're a software company. We're a technology company, and we're gonna learn from the Googles of the world and the like. And he said, We want to be considered there, you know, what was his term there? It was like, you know, bank less, uh, live more and bank less. I mean, what- >> Joyful banking, that was another of his. >> Joyful banking. You don't think of a financial institution as, you know, we want you to think less of the bank. You know, that's just a powerful statement. Total reorganization and, as we mentioned, of course, OpenShift, one of those levers underneath helping them to do that. >> Yeah, you mentioned Dr. Ellen Grant, Boston Children's Hospital, I think about that. She's in fetal neuroimaging and a Professor of Radiology at Harvard Medical School. The work they're doing in terms of diagnostics through imaging is spectacular. I thought about Robin Goldstone at the Livermore Laboratory, about our nuclear weapon monitoring and efficacy of our monitoring. >> Lawrence Livermore. So good. And John, talk about the diversity of our guests. We had expats from four different countries, phenomenal accents. A wonderful slate of brilliant women on the program. From the customer side, some of the award winners that you interviewed. The executives on the program. You know, Stefanie Chiras, always great, and Denise who were up on the keynotes stage. Denise with her 3D printed, new Red Hat logo earrings. Yeah, it was an, um- >> And a couple of old Yanks (laughing). Well, I enjoyed it, Stu. As always, great working with you, and we thank you for being with us as well. For now, we're gonna say so long. We're gonna see you at the next Red Hat Summit, I'm sure, 2020 in San Francisco. Might be a, I guess a slightly different company, but it might be the same old Red Hat too, but they're going to have 34 billion dollars behind them at that point and probably riding pretty high. That will do it for our CUBE coverage here from Boston. Thanks for much for joining us. For Stu Miniman, and our entire crew, have a good day. (funky music)

>> fly from San Francisco. It's the Cube covering Google Cloud next nineteen Tio by Google Cloud and its ecosystem partners. >> Okay, welcome back, everyone here. Live Cube coverage in San Francisco for Google Clouds Conference call Google Next twenty nineteen. Hashtag Google next nineteen. I'm John for us to meet him in and Dave along with a special Cuban sites. Guess Cory Quinn, Cloud a calm said Duck Bill Group will also be filling in as a host on the Cube at a variety of Cloud native shows. Corey, welcome back to the Cube. Good to see you again. Thanks for coming >> on. Great to see me again. Thank you for having me >> and still you looking beautiful. Brilliant is always Dave. You're handsome. Okay, we're here in the Cube, breaking it down our guys. Seriously, let's let's let's wrap this up real quick. And then we'LL get into some of the fun conversations around some of the observations. But Day one's over. Clearly, Anthos is not just the rebrand. Although the CMO clearly talked about how wow has done that, they want to add more stuff into it. So that's the big topic here. We saw the migration tool and those migrate and then a lot of sun apogee here. AP eyes thoughts on Day one. >> Yes, eso John Anthos. I'm still trying to squint through it a little bit, and it's it's more than just Cooper Netease. We know that Google has a strong position, and being the open cloud is they've been saying for a couple of years. But you know what? Air these services who? The partners, How is this different from the, You know, dozens of Cooper, Nettie says. Solutions that are out there. So there's great buzz here at the show, Really good attendance here. A lot of really smart people. So we expect that coming off Google show So good start Day one. It was really excited to dig with you on some of the answers stuff as well as some of the surveillance pieces, which I've got some commentary on >> our partner and Chan sent a lot of time on the state. Duggan Cory, I know you've been putting in your ear the ground. What's happening? What do you see what he reporting? What have you collected? The >> I think one of the biggest things that I'm seeing in this entire conference to date has been almost a mind shift change. I mean, this is conferences called Google Next, and for a long time that's been one of the biggest problems. They're focusing on what's next rather than what is today, and they're inventing the future to almost at the expense of the present. I think the big messaging today was both about reassuring enterprises that yes, they're serious about this and also building a narrative where there now talking about coming at this from a position of being able to embrace customers where they are and speak their language? I think that that's transformative for Google. And it's something I don't think that we've seen them do seriously, at least not for very long. >> Dave. We've been talking about this all the time. Do they have the enterprise? Charles. We've been following the new team. When Diane Greene came in here to put the pieces together, it was a tough job. She had. They put the pieces together. But as Cory's pointing out, some one's like they're growing up now, saying Okay, we gotta realize that customers matter, not just addict attack or the future. This has been an Amazon playbook, customer, customer, customer and build a product. Customers. It seems to be your thoughts on this. >> Well, so I think Corey made a good point is they're always looking at the future. And if you want to get beyond search male and maps, I got to solve a problem today. And I'm not sure exactly like you said Stew. What problem Anthos is solving. I think it may still be a little early for this multi cloud management, but I think it is coming, you know, look, to think about how Amazon talks. Well, we're gonna eliminate heavy lifting. Microsoft clearly is got a software, a state that they could help you connect, you know, Oracle. Same. Same who? Google. It's always been about the tech and the future, and they're starting to get there, but still about to me, the tech and the future. >> It's a tragic Corey. I remember. I believe you were quoted in ah. News article recently is that Amazon listens to customers and Google historically talks to customers and tells them this is the way you should be doing it with a new Google. Now, >> I don't know. I don't think you change anything. Is biggest Google overnight. I think that there's a long story tradition of the Google engineer being the smartest person in the room. Just ask them. I'm kidding. You won't have to ask them. They're going to tell you on prompted. And I think that has to change because fundamentally addressing developers is a great way of building traction. It's a great way of getting to where they tend to be. But developers generally do not sign fifty million dollar deals. Well, more than once anyway. >> Well, this is a good point. This pretty customer attraction, which I think they've shown chops for the work they're doing that cnc f with continued open source. Great. But then when you got to go support the open source when you got to start putting lays together, this is where you start to get into procurement. Some requirements operations, security, a whole new level of grinding it out. I mean, the enterprise is a grind it out game. Google now has to go down that road stew. Dave, Corey, do you think they're ready? You think they're ready to grind it out? >> Way talked about in our kickoff this morning. Partnerships are critical and they had a bunch of really good ones up on stage this morning. You know, Cisco, VM wear some good ones to hang your hat on. You know, I would like to see more from an application standpoint as to where they sent him then they But you >> know, there's no question. I mean, I think there's an emphatic yes. Why? Because they got the global scale. They got the world's biggest cloud. They get a ton of dough. You know, we always say, though the best tech doesn't always win, and that's true. But usually the best tech runs out of money or they give up. You know, I don't see that happening in, >> Well, it's in the >> midterm or even semi long term for Google. So So I do think they have the chops to grind it out. >> I mean, I think they have attack. I've always said that love some of their tech, but they try to force Google Tech down the enterprise throats over the years. And I think Diane Green realized that that was the start of seeing real product management shop start to come in some of the work that they know they gotta get down and dirty on But to me it's a story that matters. The story has to be there. I think we're starting to see here, at least from my observation story of customers. So get in salt, create value, think this whole positioning of we want to be the open cloud where they say, Oh, you want to negotiate your contracts Don't want lock in You want developer productivity and you want operations I think it's a smart play by Google Stew. I think that's a good move. And again there, the dark horse in this. They don't have a lot to lose by going changing the game, changing the rules. Amazon, certainly in the lead, has a lot to lose, but they're so far ahead. Google just kind of catch up pretty quickly if they make the right moves. >> T K is making a lot of the right moves, but there's only so much it can be done so quickly. When you wind up in a story like we're seeing right now with customers who are taking workloads and haven't really been touched in there on from environments since nineteen ninety eight and they're migrating them into a GP environment and GPS formal deprecation Policy says We'LL give you one year's notice before turning anything off once it goes, g et. That's no time at all For an enterprise. Wait, we might have to move again. Absolutely not. It's still a language >> A C enterprise's years just to figure out Should we move? And where do we dio >> exactly their enterprise to go out of business and some of their divisions wouldn't know for five >> years. So is Google. What's what's the reaction when you press them on this, >> uh, usually starts with well, actually, And then they breathe and they reach for a whiteboard to show me exactly why I'm wrong. And then I lose interest and wander off, at which point they realized, Wow, you have no attention span for anything. Would you like to work here? And so far no dice, but we'LL see. >> So that's it. Well, that's a good business model, right? I think. Still your reaction to that? I mean, yeah, I read that they support rail For what? A deck like zillions of years. Right. This is what an example of how an enterprise needs to behave. >> Well, right, John Thie question we've had for a number of years is, you know, can cos b'more googly on DH. You know, the message here seems to be more. We're going to meet you where we are. We're going to be able to work with you on that. But there's some of those underlying things that Cory brings out that that need to change here. So that's a big change for Google. >> So what is the story that we heard from from Thomas carrying today? He said, Hybrid cloud Mina multi cloud, consistent framework with standard infrastructure in a platform to secure and manage data across the enterprise. Okay, sounds good. A lot of work to be done there. If you think about I mean, look at Amazon hybrid guard. If you announce outposts doesn't shift till later this year, it's a one small slice. There's got to be partnerships. There's gotta be an ecosystem to deliver on those three components of the vision on the story, and I say there's a lot of work to be done there now. What I do like about it is I do think that that multi cloud is a problem. I don't think thus far from most enterprises, it's a strategy I think it's if in multi vendor and so it will become a problem. The question I have is who's going to be in the best position to solve that problem? And you pointed out today still, well, Google has got VM wears a partner. Sisko is a partner. Red Hat as a partner. You know, IBM and Red Hat sort of lining up on that. Maybe service now tries to get into that game, but it's a wide open space. It's jump ball. >> Yeah, it's interesting. One of the things that I worry a little about and, you know, love. Corey's opinion on this is, you know, Google. Absolutely. If you talk about the container space, clear leadership, you know, first time I heard about containers, Google was front and center. They're leading this Cooper Netease march, but communities isn't magic, and even their server lis move movement. John and I interviewed Polly today, and it's very much, you know, Kay Native, we're going to take your containers and Goober Netease and extended service. That's not what I hear from you know, customers that I talked to today that are doing survivalists according what? What? What? What's your take there. >> I think that you sort of see almost the same problem emerging both with that narrative and the current multi cloud approach. It's It's not the fact that I can take this arbitrary code and Ronit anywhere that makes something server. Lis. We have a restaurant to run code or a raspberry pie or a burning dumpster with enterprise logo on the side of it that does. That isn't what's interesting. That isn't what delivers value to customers. It's the event model for starters, and I think right now that's not quite there. A lot of stuff. It's been announced and is coming out as we speak. And various block Post is still http endpoint activated, which means that you're not quite to an event model separately. What we're seeing with Anthos and the current approach to multicloud is you can deploy this to any cloud provider you'd like. Well, yes, in so far is a cloud provider to you is a bunch of disc, a pile of VMs and a network, and that's about it. That's not a cloud in the modern sense that is effectively outsourcing your data center and you'll find it runs on money pretty quickly. Once you start down that path, it's the higher level services, these renovations. >> This brings up a good point and that I think what I'm seeing and this is what I think, A lot of people, it's very aspirational. Views on Google People love Google. They love. They know about Google and they hope that they're as good as Amazon tomorrow. And let's just face it, Amazon is way out front. So I think this expectations for Google that are a little bit to hide. I think what I'm hearing the executives, at least the positive side would be. They understand where they are. I mean, the fact that we're not home on edge and I ot and all these other things, it means that they're still in foundational mode, in my opinion. So I mean, think about it. They're just getting their act together, building that foundational things. So I think they're cautious because we're not hearing about the eye ot. We're not hearing about some of the more advanced challenges that the enterprise is air. Having heard a little bit about from the sigh from a group that came on about data migration, Sata, Gata so OK, they got database at the Big Cloud. Big table, Big queer. OK, great stuff. Ml So data, certainly in their wheelhouse. But outside of that, I mean they're still foundational. So >> tomorrow's product day, though. So you know he may be here more there. I'm surprised they didn't hear more about machine intelligence. Give it. No, they talked about a little bit. But this company is the leader in a >> way. Maybe that's part of the issue. And I think that there is no question that when you want something far future that looks like robots from space Bill, you go to Google. You know that. I think there's a lot less of an awareness that Okay, I just need a bunch of the EMS to run somewhere, and I feel like that is more or less. It's a story of today, >> and you know Google. I mean, like their story. You know, I love the code cloud code, cloud run, cloud building. They have all the right. Like Jeff Bob's like linguistic that gets my attention. You get is kind of like it feels like it feels like they're really close. It's getting so >> far away. Cultures also extremely hard. You have a bunch of execs that have just shown up from Oracle seemingly yesterday in these terms, and there's a lot of knee jerk reactions of, Oh, Google is now taking on a bunch of Oracle approaches, like hiring sales people and talking to customers. That's not a bad thing. Meanwhile, the executives who come Teo out of Oracle after decades there and are now working at Google. We're having to adjust to a more rapid pace of innovation to this new world in which they have customers that don't actively hate. Um, and it's turning into a very different story for everyone involved. I'm curious to see what comes out of it, but it's still very much earlier, >> and I think they could build fast. Like you said, they like Google's. The parties like him. What they don't like about Google is responsiveness and being, you know, the white gloves they need. They need to have that kind of service ability. >> And Google also, by having a single overarching brand in the term of the word Google is their consumer efforts do wind up playing into people's perception of through the clouds like yes, we want Google to listen to us? No, not through our thermostats. >> Well, they got a lot of Regis developing. They got the footprint. Guys, great job student. Final comments. >> I mean, just you talk about the customer you've heard there was. You know, my comment. My comment on Twitter this morning that got the most reaction is you no question to retail or why are you choosing Google Cloud? Answer is, you're not Amazon, and you know, the long and short being the alternative to a leader in the market today. Not a bad thing. So Google has, you know, a good position at the market. They we always knew that they had great tak es o >> Also thing on that comments do is that I think in watching Google, I think I personally in critical of what they need to do more obviously. But they know their people are doing the work. I mean, you've got to grind it out to me. This is a grind it out game. It's on ly early. You gotta get the discipline up there. They got the right product management type chops and there Can they get those things done that Thomas Curry and, um, it's Avery can bring to the table and kind of shed the Oracle and put the New Jersey on and fight the battle with the new Google Way. That's going to be the tell Signe. >> Well, the hard part for me is it. So it's hard to measure. You see some logo's. You don't know what they're really buy. I mean, with them is on, you know, it's it's infrastructures of service. Microsoft. Okay, I'm not sure. How much is there Oracle? Clearly not sure, you know, etcetera. But so lookit Proof was talking to customers, right? Huh? How much they're actually adopting this stuff for riel Business problems. >> Yeah, not multi cloud if your infrastructure runs on a different cloud provider. But you're using g sweet. I mean that that's not really what people think of when they say multi cloud. But that is what analysts chalk it up as something >> it's a battle at least accomplishes lining up. You got Amazon, Microsoft, Google lying it up. It's the cube coverage wrapping it up with the team here day one of three days of wall to wall coverage. Stay with us. Go to the cube dot net the check out all the video silken angle dot com. We have a special report and a lot of constant flowing there, and we're back with more coverage tomorrow day, too. Thanks for watching.

>> live from Orlando, Florida It's the que covering Accelerate nineteen. Brought to you by Fortunate >> Welcome back to the Cube. Lisa Martin with Peter Burgers. We are coming to you Live from Orlando, Florida We've been at forty nine. Accelerate twenty nineteen all day. Peter, What a day our third year co hosting the Cuba Forty and accelerate. We heard a lot about industry leadership, product, leadership in innovation, partner. Success fourteen and accelerate. What? Some of the things that really stuck with you from the keynote all the way to the end of our interviews. >> Well, I was going to say first put a fork in May. Um, uh, Here's one of the things that I've observed. I've been doing the analyst thing and been a practitioner I t for over thirty years now on DH. Uh, it's amazing the degree to its security. People are often some of the smartest people you meet and some of the most straightforward people you meet, and partly that's because they are paid to ferret out nonsense. It's very, very difficult to fake security on. Uh, it just is, if there's one thing that even more than the last couple of years just struck me today. Perhaps it's because we're coming more familiar. Affording it is how smart these guys are, how smart they are, how informed they are, how well spoken they are. I mean, the interviews have been a breeze. I learned something from every single one of these for Jeanette interviews. So that's probably the first thing I'd say. The second thing I'd say is, um, the Ford. It has taken a different tack. We talked about this in the open, they have acknowledged, or they believe that having a degree of control over the underlying hardware is going to be a source of benefit to the customer on a source of advantage to Ford in it. And they continue to push that, and it appears pretty clear that they made a good bet that regard. We heard a lot about how a lot of new products are being placed on top of that platform and top those appliances a lot of additional functionality. But it also is pretty obvious that the ecosystem is growing faster, even in many respects and fortunate is in terms of the number of the amount of invention and innovation it's happening, and that's in part made possible by having a platform that's just higher performance. Oh, and if there's one last thing that I'd say is the degree to which Fortunate has made talked about this a second ago but made good bets and it appears clear that they're going to continue to make good bets bringing full circle Smart people that get stuff done in a domain that's absolutely essential to business are in a position to really shape the way that all this digital business transformation of digital business evolves. And Ford Net is punching above their weight in terms of how they're influencing the directions of the industry. >> They are punching up that there way. I think you mentioned that during one of our interview segment. I think they're proud of that. I think their confidence in what they're delivering and their history of being able to be pretty good at predicting what's going to happen was evident from the keynote this morning, where they showed a number of times where they are from an industry leadership in a market share perspective, calling out the names of their competitors, showing how much how far they've come, how much their customers are benefiting how much their business is growing as a result. So that confidence on pride was evident from the first time CEO Kinsey stepped on stage this morning. And I think we heard that throughout every interview segment today that you and I did with their leaders and some of their partners as well that there's since there that they know what they're doing. To your point, I agree. There was a lot of clarity of message. It's a very it's Security's a very interesting topic of conversation because it's pervasive across every industry. >> There wasn't the interviews weren't interchangeable. Each of them bought their expertise to bear on DH had something really interesting and useful to say, But it's at the core. You could see that the culture is thriving, that obviously it's a great Tam's great total addressable market that's growing. There's a lot of excitement inside the fortunate employee base about the possibilities and the role that they're likely to play, and I are playing on, you know, they talked a lot about Canada, Dabo's and some of the new. Some of the new alliance isn't even able to put together and influence. I mean, it's just It's a very good story in a market that is increasingly important. That's a potent combination for the Cube and for customers overall. >> And they did a great job on the education piece. Education was you mentioned Davis. That was an interesting kind of nod back to what they talked about last year's Accelerate twenty eighteen Educate education Ecosystem technology knows of the three pillars that were discussed in Davos is being essential components for safe and secure digital transformation, which they even set of Davos. Hey, there's the potential here in the next ten years for digital transformation to unlock. Ten can't be million. Maybe it is a huge value for businesses for society, and they said, Hey, fortunate, we've talked about these three tenants last year. We talked to John both just a little bit ago about how they are actively educating the channel from their bars to help them become msp sto. MSS peas their distributors how they're really educating, helping to mitigate some of the ostensible cybersecurity skills gap that we've talked about a very long time. But that's a a dedicated business model for them that hey, they want to drive preference with their partners. Everybody has. His customers have toys. Partners have choice. They've put a very strategic and evolutionary focus on evolving that. So customers in any industry have the opportunity to leverage security as as a best practice it as a benefit to their business. >> And there's a degree of altruism for why they did it, because they recognize that there's three and a half million open cybersecurity positions in the world. But they also demonstrated how smart and practical it is. Try to take that leadership. They want to become more competency based. How? Okay, great. Now, what does that allow you to do? It allows you to have your partners, your partner, network, connect independent of you to create solutions independent of you still based in your technology and basing your capabilities and services, but to engage customers in faster ways that may not necessarily involve you. Okay, so competency leads to new partner arrangements. Well, that also leads to more complex kinds of customer relations that generate greater value, greater service, all with the certainty of trust behind it, because you've done a better job of articulating what constitutes competency in an extremely complex domain. So it's a It's a It's a really interesting story. They've. They've clearly taken some best practices that we've seen emerge in the industry over the last few years and applied them anew. In a company that's going quite fast and a market that's growing faster than any other in Tech, >> this is largely this event accelerated. Think Derek Banky. I mention this is his seven. So around the seventh or eighth forty nine accelerate event that started its history wise as a partner conference. Obviously, it's grown tremendously, but there's a lot of partners here I would love to hear next year from the voice of the customer, a customer who has faced these challenges. We were speaking with one of their partners. It'LL come to me with Siemens, who was talking about Hey together. Seaman's from an O. T. Challenge and Opportunity, Perspective and Fortunate can help a customer transform and converge, and ot and thirty days in a harsh type of environment that's huge would love to hear more stories like showed the impact that customers can make by addressing these challenges and leveraging these technologies to not just react to threats as they come all the time. But she eventually become proactive and predictive. >> Well, the the the world economic form Dabo's uh, sport that put up a couple charts that showed how the World Economic Forum is basically putting cyber security at the center of a lot of the new economic activity associated with digital business on way would tend to agree with that. That's a very, very important feature, if for no other reason than just this notion of trust becomes so very essential. And so you know, for Net is in a position to make some crucial to really have a strong influence on how this industry plays out to make some pretty decent money. This they're generating more patents, then eighty percent. I mean, I don't know what the number is, but three times as many patents in the segment that they're operating in as anybody else. Lot of innovation, lot of dedication to doing that kind of stuff. But I think it is important for them to take on Maura the customer. You and I were talking about this earlier. They did it, you know, this conference and the keynotes and the conversations spoke to network administrators, network pros, security prose partners. We would weigh. Both believe that digital business outcomes are going to be tied into a CZ moral economic form. Does that core cybersecurity capability of abyss that of his says? And so it would be nice to have them feature more customers, but also to do eh clear job of taking a pull on that thread from outcome all the way to technology because the market needs that. It's not clear to a lot of people what really is the relationship between investment in cyber security and how that translates into new classes of business value that are gonna have a long term implications on how markets operate. >> Yeah, and it's going to be We gotta hear more than scalability, flexibility and speed those air obvious. But how our industry's being and business is being transformed. I know they >> are >> so waken boy, a lot of that down to that, that simple word trust. I mean, we heard a lot here. If there has been an erosion of trust and a lot of the most important institutions that we operate under, and if that continues, that's going to create a whole bunch of problems looking forward and so having a brand have trust associated with it in a physical as well as the digital world is going to be a major determinant of whether or not a company is going to be able to transform and take advantage of some of the new technologies and approaches to doing business in the future. >> That's a great point. Well, Peter, I enjoyed co hosting the Cube with you at our third ported. Accelerate. Appreciate all your insights and your time. >> You too. >> Thank you so much. We want to thank you for watching the queue began. We've been live here. Fortinet Accelerate twenty nineteen from Florida, Orlando, Florida for Peter Bourjos. Lisa Martin, You're watching the Cube?