(upbeat music) >> Welcome back to Supercloud two where we're gathering a number of industry luminaries to discuss the future of cloud services. And we'll be focusing on various real world practitioners today, their challenges, their opportunities with an emphasis on data, self-service infrastructure and how organizations are evolving their data and cloud strategies to prepare for that next era of digital innovation. And we really believe that support for multiple cloud estates is a first step of any Supercloud. And in that regard Oracle surprise some folks with its Azure collaboration the Oracle database and exit database services. And to discuss the challenges of developing a mission critical Supercloud we welcome Juan Loaiza, who's the executive vice president of Mission Critical Database Technologies at Oracle. Juan, you're many time CUBE alums so welcome back to the show. Great to see you. >> Great to see you, and happy to be here with you. >> Yeah, thank you. So a lot of people felt that Oracle was resistant to multicloud strategies and preferred to really have everything run just on the Oracle cloud infrastructure, OCI and maybe that was a misperception maybe you guys were misunderstood or maybe you had to change your heart. Take us through the decision to support multiple cloud platforms >> Now we've supported multiple cloud platforms for many years, so I think that was probably a misperception. Oracle database, we partnered up with Amazon very early on in their cloud when they had kind of the the first cloud out there. And we had Oracle database running on their cloud. We have backup, we have a lot of stuff running. So, yeah, part of the philosophy of Oracle has always been we partner with every platform. We're very open we started with SQL and APIs. As we develop new technologies we push them into the SQL standard. So that's always been part of the ecosystem at Oracle. That's how we think we get an advantage by being more open. I think if we try to create this isolated little world it actually hurts us and hurts customers. So for us it's a win-win to be open across the clouds. >> So Supercloud is this concept that we put forth to describe a platform or some people think it's an architecture if you have an opinion, and I'd love to hear it but it provides a programmatically consistent set of services that hosted on heterogeneous cloud providers. And so we look at the Oracle database service for Azure as fitting within this definition. In your view, is this accurate? >> Yeah, I would broaden it. I'd see a little bit more than that. We just think that services should be available from everywhere, right? So, I mean, it's a little bit like if you go back to the pre-internet world, there was things like AOL and CompuServe and those were kind of islands. And if you were on AOL, you really didn't have access to anything on CompuServe and vice versa. And the cloud world has evolved a little bit like that. And we just think that's the wrong model. They shouldn't these clouds are part of the world and they need to be interconnected like all the rest of the world. It's been a long time with telephones internet, everything, everything's interconnected. Everything should work seamlessly together. So that's how we believe if you're running in one cloud and you're running let's say an application, one cloud you want to use a service from another cloud should be completely simple to do that. It shouldn't be, I can only use what's in AOL or CompuServe or whatever else. It should not be isolated. >> Well, we got a long way to go before that Nirvana exists but one example is the Oracle database service with Azure. So what exactly does that service provide? I'm interested in how consistent the service experience is across clouds. Did you create a purpose-built PaaS layer to achieve this common experience? Or is it off the shelf Terraform? Is there unique value in the PaaS layer? Let's dig into some of those questions. I know I just threw six at you. >> Yeah, I mean, so what this is, is what we're trying to do is very simple. Which is, for example, starting with the Oracle database we want to make that seamless to use from anywhere you're running. Whether it's on-prem, on some other cloud, anywhere else you should be able to seamlessly use the Oracle database and it should look like the internet. There's no friction. There's not a lot of hoops you got to jump just because you're trying to use a database that isn't local to you. So it's pretty straightforward. And in terms of things like Azure, it's not easy to do because all these clouds have a lot of kind of very unique technologies. So what we've done is at Oracle is we've said, "Okay we're going to make Oracle database look exactly like if it was running on Azure." That means we'll use the Azure security systems, the identity management systems, the networking, there's things like monitoring and management. So we'll push all these technologies. For example, when we have monitoring event or we have alerts we'll push those into the Azure console. So as a user, it looks to you exactly as if that Oracle database was running inside Azure. Also, the networking is a big challenge across these clouds. So we've basically made that whole thing seamless. So we create the super high bandwidth network between Azure and Oracle. We make sure that's extremely low latency, under two milliseconds round trip. It's all within the local metro region. So it's very fast, very high bandwidth, very low latency. And we take care establishing the links and making sure that it's secure and all that kind of stuff. So at a high level, it looks to you like the database is--even the look and feel of the screens. It's the Azure colors, it's the Azure buttons it's the Azure layout of the screens so it looks like you're running there and we take care of all the technical details underlying that which there's a lot which has taken a lot of work to make it work seamlessly. >> In the magic of that abstraction. Juan, does it happen at the PaaS layer? Could you take us inside that a little bit? Is there intelligence in there that helps you deal with latency or are there any kind of purpose-built functions for this service? >> You could think of it as... I mean it happens at a lot of different layers. It happens at the identity management layer, it happens at the networking layer, it happens at the database layer, it happens at the monitoring layer, at the management layer. So all those things have been integrated. So it's not one thing that you just go and do. You have to integrate all these different services together. You can access files in Azure from the Oracle database. Again, that's completely seamless. You, it's just like if it was local to our cloud you get your Azure files in your kind of S3 equivalent. So yeah, the, it's not one thing. There's a whole lot of pieces to the ecosystem. And what we've done is we've worked on each piece separately to make sure that it's completely seamless and transparent so you don't have to think about it, it just works. >> So you kind of answered my next question which is one of the technical hurdles. It sounds like the technical hurdles are that integration across the entire stack. That's the sort of architecture that you've built. What was the catalyst for this service? >> Yeah, the catalyst is just fulfilling our vision of an open cloud world. It's really like I said, Oracle, from the very beginning has been believed in open standards. Customers should be able to have choice customers should be able to use whatever they want from wherever they want. And we saw that, you know in the new world of cloud that had broken down everybody had their own authentication system management system, monitoring system networking system, configuration system. And it became very difficult. There was a lot of friction to using services across cloud. So we said, "Well, okay we can fix that." It's work, it's significant amount of work but we know how to do it and let's just go do it and make it easy for customers. >> So given Oracle is really your main focus is on mission critical workloads. You talked about this low latency network, I mean but you still have physical distances, so how are you managing that latency? What's the experience been for customers across Azure and OCI? >> Yeah, so it, it's a good point. I mean, latency can be an issue. So the good thing about clouds is we have a lot of cloud data centers. We have dozens and dozens of cloud data centers around the world. And Azure has dozens and dozens of cloud data centers. And in most cases, they're in the same metro region because there's kind of natural metro regions within each country that you want to put your cloud data centers in. So most of our data centers are actually very close to the Azure data centers. There's the kind of northern Virginia, there's London, there's Tokyo I mean, there's natural places where everybody puts their data centers Seoul et cetera. And so that's the real key. So that allows us to put a very high bandwidth and low latency network. The real problems with latency come when you're trying to go along physical distance. If you're trying to connect, you know across the Pacific or you know across the country or something like that, then you can get in trouble with latency within the same metro region. It's extremely fast. It tends to be around one, you know the highest two millisecond that's roundtrip through all the routers and connections and gateways and everything else. With everything taken into consideration, what we guarantee is it's always less than two millisecond which is a very low latency time. So that tends to not be a problem because it's extremely low latency. >> I was going to ask you less than two milliseconds. So, earlier in the program we had Jack Greenfield who runs architecture for Walmart, and he was explaining what we call their Supercloud, and it's runs across Azure, GCP, and they're on-prem. They have this thing called the triplet model. So my question to you is, are you in situations where you guaranteeing that less than two milliseconds do you have situations where you're bringing, you know Exadata Cloud, a customer on-prem to achieve that? Or is this just across clouds? >> Yeah, in this case, we're talking public cloud data center to public cloud data center. >> Oh okay. >> So add your public cloud data center to Oracle Public Cloud data center. They're in the same metro region. We set up the connections, we do all the technology to make it seamless. And from a customer point of view they don't really see the network. Also, remember that SQL is actually designed to have very low bandwidth and latency requirements. So it is a language. So you don't go to the database and say do this one little thing for me. You send it a SQL statement that can actually access lots of data while in the database. So the real latency requirement of a SQL database is within the database. So I need to access all that data fast. So I need very fast access to storage very fast access across node. That's what exit data gives you. But you send one request and that request can do a huge amount of work and then return one answer. And that's kind of the design point of SQL. So SQL is inherently low bandwidth requirements, it was used back in the eighties when we used to have 10 megabit networks and the the biggest companies in the world ran back then. So right now we're talking over hundred hundreds of gigabits. So it's really not much of a challenge. When you're designed to run on 10 megabit to say, okay I'm going to give you 10,000 times what you were designed for it's really, it's a pretty low hurdle jump. >> What about the deployment models? How do you handle this? Is it a single global instance across clouds or do you sort of instantiate in each you got exudate in Azure and exudates in OCI? What's the deployment model look like? >> It's pretty straightforward. So customer decides where they want to run their application and database. So there's natural places where people go. If you're in Tokyo, you're going to choose the local Tokyo data centers for both, you know Microsoft and Oracle. If you're in London, you're going to do that. If you're in California you're going to choose maybe San Jose, something like that. So a customer just chooses. We both have data centers in that metro region. So they create their service on Azure and then they go to our console which looks just like an Azure console and say all right create me a database. And then we choose the closest Oracle data center which is generally a few miles away, and then it it all gets created. So from a customer point of view, it's very straightforward. >> I'm always in awe about how simple you make things sound. All right what about security? You talked a little bit before about identity access how you sort of abstracting the Azure capabilities away so that you've simplified it for your customers but are there any other specific security things that you need to do? How much did you have to abstract the underlying primitives of Azure or OCI to present that common experience to customers? >> Yeah, so there's really two big things. One is the identity management. Like my name is X on Azure and I have this set of privileges. Oracle has its own identity management system, right? So what we didn't want is that you have to kind of like bridge these things yourself. It's a giant pain to do that. So we actually what we call federate across these identity managements. So you put your credentials into Azure and then they automatically get to use the exact same credentials and identity in the Oracle cloud. So again, you don't have to think about it, it just works. And then the second part is that the whole bridging the network. So within a cloud you generally have virtual network that's private to your company. And so at Oracle, we bridge the private network that you created in, for example, Azure to the private network that we create for you in Oracle. So it is still a private network without you having to do a whole bunch of work. So it's just like if you were in your own data center other people can't get into your network. So it's secured at the network level, it's secured at the identity management, and encryption level. And again we did a lot of work to make that seamless for customers and they don't have to worry about it because we did the work. That's really as simple as it gets. >> That's what's Supercloud's supposed to be all about. Alright, we were talking earlier about sort of the misperception around multicloud, your view of Open I think, which is you run the Oracle database, wherever the customer wants to run it. So you got this database service across OCI and Azure customers today, they run Oracle database in AWS. You got heat wave, MySQL, heat wave that you announced on AWS, Google touts a bare metal offering where you can run Oracle on GCP. Do you see a day when you extend an OCI Azure like situation across multiple clouds? Would that bring benefits to customers or will the world of database generally remain largely fenced with maybe a few exceptions like what you're doing with OCI and Azure? I'm particularly interested in your thoughts on egress fees as maybe one of the reasons that there is a barrier to this happening and why maybe these stove pipes, exist today and in the future. What are your thoughts on that? >> Yeah, we're very open to working with everyone else out there. Like I said, we've always been, big believers in customers should have choice and you should be able to run wherever you want. So that's been kind of a founding principle of Oracle. We have the Azure, we did a partnership with them, we're open to doing other partnerships and you're going to see other things coming down the pipe on the topic of egress. Yeah, the large egress fees, it's pretty obvious what goes on with that. Various vendors like to have large egress fees because they want to keep things kind of locked into their cloud. So it's not a very customer friendly thing to do. And I think everybody recognizes that it's really trying to kind of course or put a lot of friction on moving data out of a particular cloud. And that's not what we do. We have very, very low egress fees. So we don't really do that and we don't think anybody else should do that. But I think customers at the end of the day, will win that battle. They're going to have to go back to their vendor and say, well I have choice in clouds and if you're going to impose these limits on me, maybe I'll make a different choice. So that's ultimately how these things get resolved. >> So do you think other cloud providers are going to take a page out of what you're doing with Azure and provide similar solutions? >> Yeah, well I think customers want, I mean, I've talked to a lot of customers, this is what they want, right? I mean, there's really no doubt no customer wants to be locked into a single ecosystem. There's nobody out there that wants that. And as the competition, when they start seeing an open ecosystem evolving they're going to be like, okay, I'd rather go there than the closed ecosystem, and that's going to put pressure on the closed ecosystems. So that's the nature of competition. That's what ultimately will tip the balance on these things. >> So Juan, even though you have this capability of distributing a workload across multiple clouds as in our Supercloud premise it's still something that's relatively new. It's a big decision that maybe many people might consider somewhat of a risk. So I'm curious who's driving the decisions for your initial customers? What do they want to get out of it? What's the decision point there? >> Yeah, I mean, this is generally driven by customers that want a specific technology in a cloud. I think the risk, I haven't seen a lot of people worry too much about the risk. Everybody involved in this is a very well known, very reputable firm. I mean, Oracle's been around for 40 years. We run most of the world's largest companies. I think customers understand we're not going to build a solution that's going to put their technology and their business at risk. And the same thing with Azure and others. So I don't see customers too worried about this is a risky move because it's really not. And you know, everybody understands networking at the end the day networking works. I mean, how does the internet work? It's a known quantity. It's not like it's some brand new invention. What we're really doing is breaking down the barriers to interconnecting things. Automating 'em, making 'em easy. So there's not a whole lot of risk here for customers. And like I said, every single customer in the world loves an open ecosystem. It's just not a question. If you go to a customer would you rather put your technology or your business to run on a closed ecosystem or an open system? It's kind of not even worth asking a question. It's a no-brainer. >> All right, so we got to go. My last question. What do you think of the term "Supercloud"? You think it'll stick? >> We'll see. There's a lot of terms out there and it's always fun to see which terms stick. It's a cool term. I like it, but the decision makers are actually the public, what sticks and what doesn't. It's very hard to predict. >> Yeah well, it's been a lot of fun having you on, Juan. Really appreciate your time and always good to see you. >> All right, Dave, thanks a lot. It's always fun to talk to you. >> You bet. All right, keep it right there. More Supercloud two content from theCUBE Community Dave Vellante for John Furrier. We'll be right back. (upbeat music)

(bright upbeat music) >> Good morning fellow cloud community nerds and welcome back to theCube's live coverage of AWS re:Invent, we're here in fabulous Las Vegas, Nevada. You can tell by my sequence. My name's Savannah Peterson and I'm delighted to be here with theCUBE. Joining me this morning is a packed house. We have three fabulous guests from AWS's global startup program. Immediately to my right is Eric. Eric, welcome to the show. >> Thank you. >> We've also got Jimmy and Jeff. Before we get into the questions, how does it feel? This is kind of a show off moment for you all. Is it exciting to be back on the show floor? >> Always, I mean, you live for this event, right? I mean, we've got 50,000. >> You live for this? >> Yeah, I mean, 50,000 customers. Like we really appreciate the fact that time, money and resources they spend to be here. So, yeah, I love it. >> Savanna: Yeah, fantastic. >> Yeah, everyone in the same place at the same time, energy is just pretty special, so, it's fun. >> It is special. And Jimmy, I know you joined the program during the pandemic. This is probably the largest scale event you've been at with AWS. >> First time at re:Invent. >> Welcome >> (mumbles) Customers, massive. And I love seeing some of the startups that I partner with directly behind me here from theCUBE set as well. >> Yeah, it's fantastic. First time on theCUBE, welcome. >> Jimmy: Thank you. >> We hope to have you back. >> Jimmy: Proud to be here. >> Jimmy, I'm going to keep it on you to get us started. So, just in case someone hasn't heard of the global startup program with AWS. Give us the lay of the land. >> Sure, so flagship program at AWS. We partner with venture backed, product market fit B2B startups that are building on AWS. So, we have three core pillars. We help them co-built, co-market, and co-sell. Really trying to help them accelerate their cloud journey and get new customers build with best practices while helping them grow. >> Savanna: Yeah, Jeff, anything to add there? >> Yeah, I would say we try our best to find the best technology out there that our customers are demanding today. And basically, give them a fast track to the top resources we have to offer to help them grow their business. >> Yeah, and not a casual offering there at AWS. I just want to call out some stats so everyone knows just how many amazing startups and businesses that you touch. We've talked a lot about unicorns here on the show, and one of Adam's quotes from the keynote was, "Of the 1200 global unicorns, 83% run on AWS." So, at what stage are most companies trying to come and partner with you? And Eric we'll go to you for that. >> Yeah, so I run the North American startup team and our mission is to get and support startups as early as inception as possible, right? And so we've got kind of three, think about three legs of stool. We've got our business development team who works really closely with everything from seed, angel investors, incubators, accelerators, top tier VCs. And then we've got a sales team, we've got a BD team. And so really, like we're even looking before customers start even building or billing, we want to find those stealth startups, help them understand kind of product, where they fit within AWS, help them understand kind of how we can support them. And then as they start to build, then we've got a commercial team of solution architects and sales professionals that work with them. So, we actually match that life cycle all the way through. >> That's awesome. So, you are looking at seed, stealth. So, if I'm a founder listening right now, it doesn't matter what stage I'm at. >> No, I mean, really we want to get, and so we have credit programs, we have enablement programs, focus everything from very beginning to hyper scale. And that's kind of how we think about it. >> That's pretty awesome. So Jeff, what are the keys to success for a startup in working with you all? >> Yeah, good question. Highly differentiated technology is absolutely critical, right? There's a lot of startups out there but finding those that have differentiated technology that meets the demands of AWS customers, by far the biggest piece right there. And then it's all about figuring out how to lean into the partnership and really embrace what Jimmy said. How do you do the co build, the co-marketing, co-sell to put the full package together to make sure that your software's going to have the greatest visibility with our customers out there. >> Yeah, I love that. Jimmy, how do you charm them? What do the startups see in working with AWS? (indistinct) >> But that aside, Jeff just alluded to it. It's that better together story and it takes a lot of buy-in from the partner to get started. It is what we say, a partner driven flywheel. And the successful partners that I work with understand that and they're committing the resources to the relationship because we manage thousands and thousands of startups and there's thousands listed on Marketplace. And then within our co-sell ISV Accelerate program, there's hundreds of startups. So startups have to, one, differentiate themselves with their technology, but then two, be able to lean in to do the tactical engagement that myself and my PDM peers help them manage. >> Awesome, yeah. So Eric. >> Yes. >> Let's say I talk to a lot of founders because I do, and how would I pitch an AWS partnership through the global startup program to them? >> Yeah, well, so this... >> Give me my sound back. >> Yeah, yeah, look for us, like it's all about scaling your business, right? And so my team, and we have a partnership. I run the North American startup team, they run the global startup program, okay? So what my job is initially is to help them build up their services and their programs and products. And then as they get to product market fit, and we see synergy with selling with Amazon, the whole idea is to lead them into the go-to market programs, right? And so really for us, that pitch is this, simply put, we're going to help you extend your reach, right? We're going to take what you know about your service and having product market fit understanding your sales cycle, understanding your customer and your value, and then we're going to amplify that voice. >> Sounds good to me, I'm sold. I like that, I mean, I doubt there's too many companies with as much reach as you have. Let's dig in there a little bit. So, how much is the concentration of the portfolio in North America versus globally? I know you've got your fingers all over the place. >> Jimmy: Yeah. >> Go for it, Jeff. >> Jimmy: Well, yeah, you start and I'll... >> On the partnership side, it's pretty balanced between North America and AMEA and APJ, et cetera, but the type of partners is very different, right? So North America, we have a high focus on infrastructure led partners, right? Where that might be a little different in other regions internationally. >> Yeah, so I have North America, I have a peer that has AMEA, a peer that has Latin America and a peer that has APJ. And so, we have the startup team which is global, and we break it up regionally, and then the global startup program, which is partnership around APN, Amazon Partner Network, is also global. So like, we work in concert, they have folks married up to our team in each region. >> Savannah, what I'm hearing is you want do a global startup showcase? >> Yeah. (indistinct) >> We're happy to sponsor. >> Are you reading my mind? We are very aligned, Jimmy. >> I love it, awesome. >> I'm going to ask you a question, since you obviously are in sync with me all ready. You guys see what you mentioned, 50,000 startups in the program? 100, 000, how many? >> Well you're talking about for the global startup program, the ISV side? >> Sure, yeah, let's do both the stats actually. >> So, the global startup program's a lot smaller than that, right? So globally, there might be around 1,000 startups that are in the program. >> Savanna: Very elite little spot. >> Now, a lot bigger world on Eric's side. >> Eric: Yeah, globally over 200,000. >> Savanna: Whoa. >> Yeah, I mean, you think about, so just think about the... >> To keep track, those all in your head? >> Yeah, I can't keep track. North America's quite large. Yeah, no, because look, startups are getting created every day, right? And then there's positive exits and negative exits, right? And so, yeah, I mean, it's impressive. And particularly over the last two years, over the last two years are a little bit crazy, bonkers with the money coming. (mumbles) And yet the creation that's going to happen right now in the market disruption is going to mirror what happened in 2008, 2009. And so, the creation is not going to slow down. >> Savanna: No, hopefully not. >> No. >> No, and our momentum, I mean everyone's doing things faster, more data, it's all that we're talking about, do more and make it easier for everybody in the same central location. Jimmy, of those thousand global startups that you're working with, can you tell us some of the trends? >> Yeah, so I think one of the big things, especially, I cover data analytics startups specifically. So, one moving from batch to real time analytics. So, whether that's IOT, gaming, leader boards, querying data where it sits in an AWS data, like companies need to make operational decisions now and not based off of historic data from a week ago or last night or a month ago. So, that's one. And then I'm going to steal one of John's lines, is data is code. That is becoming that base layer that a lot of startups are building off of and operationalizing. So, I think those are the two big things I'm seeing, but would love... >> Curious to both, Jeff, let's go to you next, I'm curious, yeah. >> Yeah, totally. I think from a broader perspective, the days of completely free money and infinite resources are coming to a close, if not already closed. >> We all work with startups, we can go ahead and just talk about all the well is just a little (indistinct)... >> So, I think it's closed, and so because of that, it's how do you deal with a lot? How do you produce the results on the go to market side with fewer resources, right? And so it's incumbent on our team to figure out how to make it an easier, simpler process to partner with AWS, knowing those constraints are very real now. >> Savanna: Yeah. >> Yeah. >> Yeah, and to build on that. I think mid stage, it's all about cash preservation, right? And it's in that runway... >> Especially right now. >> Yeah, and so part of that is getting into the right infrastructure, when you had a lot of people, suddenly you don't have as many people moving into managed services, making sure that you can scale at a cost efficient way versus at any cost. That's kind of the latter stage. Now what's really been fascinating more at the at the early stages, I call it the rise of the AIML native. And so, where you say three years ago, you saw customers bolting on AI, now they're building AI from the start, right? And that's pervasive across every industry, whether it's in FinTech, life sciences, healthcare, climate tech, you're starting to see it all the way across the board. And then of course the other thing is, yeah, the other one is just the rise of just large language models, right? And just, I think there's the hype and there's the promise, but you know, over time, like the amount of customers big and small, whom are used in large language models is pretty fascinating. >> Yeah, you must have fascinating jobs. I mean, genuinely, it's so cool to get to not only see and have your finger on the pulse of what's coming next, essentially that's what startups are, but also be able to support them and to collaborate with them. And it's clear, the commitment to community and to the customers that you're serving. Last question for each of you, and then we're talking about your DJing. >> Oh yeah, I definitely, I want to see that. >> No, we're going to close with that as a little pitch for everyone watching this show. So, we make sure the crowd's just packed for that. This is your show, as you said, you live for this show, love that. >> Yeah. >> Give us your 30 second hot take, most important soundbites, think of this as your thought leadership shining moment. What's the biggest takeaway from the show? Biggest trend, thing that has you most excited? >> Oh, that's a difficult one. There's a lot going on. >> There is a lot going on. I mean, you can say a couple things. I'll allow you more than 30 seconds if you want. >> No, I mean, look, I just think the, well, what's fascinating to me in having this is my third or fourth re:Invent is just the volume of new announcements that come out. It's impressive, right? I mean it's impressive in terms of number of services, but then the depth of those services and the building on, I think it's just really amazing. I think that the trend you're going to continue to see and there's going to be more keynotes tomorrow, so, I can't let anything out. But just the AI, ML, real excited about that, analytic space, serverless, just continue to see the maturation of that space, particularly for startups. I think that to me is what's really exciting. And just seeing folks come together, start exchanging ideas, and I think the last piece I'll do is a pitch for my own team, like we have like 18 different sessions from the North American startup team. And so, I mean, shout out to our solution architects putting those sessions together, geared towards startups for startups, and so, that's probably what I'm most excited about. >> Casual, that was good, and you pitched it in time. I think that was great. >> There you go. >> All right, Jeff, you just had a little practice time while he was going. Let's (indistinct). >> No, so it's just exciting to see all the partners that we support here, so many of them have booths here and are showcasing their technology. And being able to connect them with customers to show how advanced their capabilities are that they're bringing to the table to supplement and compliment all the new capabilities that AWS is launching. So, to be able to see all of that in the same place at the same time and really hear what they need from a partnership perspective, that's what's special for us. >> Savanna: This is special. All right, Jimmy. >> My thoughts on re:Invent or? >> Not DJ yet. >> Not DJ. Not DJ, but I mean, your first re:Invent. Probably your first time getting to interact with a lot of the people that you chat with face to face. How does it feel? What's your hot take? Your look through the crystal ball, if you want to take it farther out in front. >> I think it's finally getting FaceTime with some of the relationships that I've built purely over Chime and virtual calls over the past two years has been incredible. And then secondly, to the technical enablement piece, I can announce this 'cause it was already announced earlier, is AWS Security Lake, one of my partners, Cribl, was actually a launch partner for that service. So, a little too to the Horn for Global Startup program, one of the coolest things at the tactical level as a PDM is working with them throughout the year and my partner solution architect finding these unique alignment opportunities with native AWS services and then seeing it build all the way through fruition at the finish line, announced at re:Invent, their logo up on screen, like that's, I can sleep well tonight. >> Job well done. >> Yeah. >> Yeah. >> That's pretty cool. >> That is cool. >> So, I've already told you before you even got here that you're a DJ and you happen to be DJing at re:Invent. Where can we all go dance and see you? >> So, shout out to Mission Cloud, who has sponsored Tao, Day Beach Club on Wednesday evening. So yes, I do DJ, I appreciate AWS's flexibility work life balance. So, I'll give that plug right here as well. But no, it's something I picked up during COVID, it's a creative outlet for me. And then again, to be able to do it here is just an incredible opportunity. So, Wednesday night I hope to see all theCUBE and everyone that... >> We will definitely be there, be careful what you wish for. >> What's your stage name? >> Oh, stage name, DJ Hot Hands, so, find me on SoundCloud. >> DJ Hot Hands. >> All right, so check out DJ Hot Hands on SoundCloud. And if folks want to learn more about the Global Startup program, where do they go? >> AWS Global Startup Program. We have a website you can easily connect with. All our startups are listed on AWS Marketplace. >> Most of them are Marketplace, you can go to our website, (mumbles) global startup program and yeah, find us there. >> Fantastic. Well, Jeff, Jimmy, Eric, it was an absolute pleasure starting the day. We got startups for breakfast. I love that. And I can't wait to go dance to you tomorrow night or tonight actually. I'm here for the fist bumps. This is awesome. And you all are great. Hope to have you back on theCUBE again very soon and we'll have to coordinate on that global Startup Showcase. >> Jimmy: All right. >> I think it's happening, 2023, get ready folks. >> Jimmy: Here we go. >> Get ready. All right, well, this was our first session here at AWS re:Invent. We are live from Las Vegas, Nevada. My name is Savannah Peterson, we're theCUBE, the leader in high tech reporting. (bright upbeat music)

(techno music intro) >> Welcome back to theCube's coverage of SuperComputing Conference 2022. We are here at day three covering the amazing events that are occurring here. I'm Dave Nicholson, with my co-host Paul Gillin. How's it goin', Paul? >> Fine, Dave. Winding down here, but still plenty of action. >> Interesting stuff. We got a full day of coverage, and we're having really, really interesting conversations. We sort of wrapped things up at Supercomputing 22 here in Dallas. I've got two very special guests with me, Scott from Intel and David from Dell, to talk about yeah supercomputing, but guess what? We've got some really cool stuff coming up after this whole thing wraps. So not all of the holiday gifts have been unwrapped yet, kids. Welcome gentlemen. >> Thanks so much for having us. >> Thanks for having us. >> So, let's start with you, David. First of all, explain the relationship in general between Dell and Intel. >> Sure, so obviously Intel's been an outstanding partner. We built some great solutions over the years. I think the market reflects that. Our customers tell us that. The feedback's strong. The products you see out here this week at Supercompute, you know, put that on display for everybody to see. And then as we think about AI in machine learning, there's so many different directions we need to go to help our customers deliver AI outcomes. Right, so we recognize that AI has kind of spread outside of just the confines of everything we've seen here this week. And now we've got really accessible AI use cases that we can explain to friends and family. We can talk about going into retail environments and how AI is being used to track inventory, to monitor traffic, et cetera. But really what that means to us as a bunch of hardware folks is we have to deliver the right platforms and the right designs for a variety of environments, both inside and outside the data center. And so if you look at our portfolio, we have some great products here this week, but we also have other platforms, like the XR4000, our shortest rack server ever that's designed to go into Edge environments, but is also built for those Edge AI use cases that supports GPUs. It supports AI on the CPU as well. And so there's a lot of really compelling platforms that we're starting to talk about, have already been talking about, and it's going to really enable our customers to deliver AI in a variety of ways. >> You mentioned AI on the CPU. Maybe this is a question for Scott. What does that mean, AI on the CPU? >> Well, as David was talking about, we're just seeing this explosion of different use cases. And some of those on the Edge, some of them in the Cloud, some of them on Prem. But within those individual deployments, there's often different ways that you can do AI, whether that's training or inference. And what we're seeing is a lot of times the memory locality matters quite a bit. You don't want to have to pay necessarily a cost going across the PCI express bus, especially with some of our newer products like the CPU Max series, where you can have a huge about of high bandwidth memory just sitting right on the CPU. Things that traditionally would have been accelerator only, can now live on a CPU, and that includes both on the inference side. We're seeing some really great things with images, where you might have a giant medical image that you need to be able to do extremely high resolution inference on or even text, where you might have a huge corpus of extremely sparse text that you need to be able to randomly sample very efficiently. >> So how are these needs influencing the evolution of Intel CPU architectures? >> So, we're talking to our customers. We're talking to our partners. This presents both an opportunity, but also a challenge with all of these different places that you can put these great products, as well as applications. And so we're very thoughtfully trying to go to the market, see where their needs are, and then meet those needs. This industry obviously has a lot of great players in it, and it's no longer the case that if you build it, they will come. So what we're doing is we're finding where are those choke points, how can we have that biggest difference? Sometimes there's generational leaps, and I know David can speak to this, can be huge from one system to the next just because everything's accelerated on the software side, the hardware side, and the platforms themselves. >> That's right, and we're really excited about that leap. If you take what Scott just described, we've been writing white papers, our team with Scott's team, we've been talking about those types of use cases using doing large image analysis and leveraging system memory, leveraging the CPU to do that, we've been talking about that for several generations now. Right, going back to Cascade Lake, going back to what we would call 14th generation power Edge. And so now as we prepare and continue to unveil, kind of we're in launch season, right, you and I were talking about how we're in launch season. As we continue to unveil and launch more products, the performance improvements are just going to be outstanding and we'll continue that evolution that Scott described. >> Yeah, I'd like to applaud Dell just for a moment for its restraint. Because I know you could've come in and taken all of the space in the convention center to show everything that you do. >> Would have loved to. >> In the HPC space. Now, worst kept secrets on earth at this point. Vying for number one place is the fact that there is a new Mission Impossible movie coming. And there's also new stuff coming from Intel. I know, I think allegedly we're getting close. What can you share with us on that front? And I appreciate it if you can't share a ton of specifics, but where are we going? David just alluded to it. >> Yeah, as David talked about, we've been working on some of these things for many years. And it's just, this momentum is continuing to build, both in respect to some of our hardware investments. We've unveiled some things both here, both on the CPU side and the accelerator side, but also on the software side. OneAPI is gathering more and more traction and the ecosystem is continuing to blossom. Some of our AI and HPC workloads, and the combination thereof, are becoming more and more viable, as well as displacing traditional approaches to some of these problems. And it's this type of thing where it's not linear. It all builds on itself. And we've seen some of these investments that we've made for a better half of a decade starting to bear fruit, but that's, it's not just a one time thing. It's just going to continue to roll out, and we're going to be seeing more and more of this. >> So I want to follow up on something that you mentioned. I don't know if you've ever heard that the Charlie Brown saying that sometimes the most discouraging thing can be to have immense potential. Because between Dell and Intel, you offer so many different versions of things from a fit for function perspective. As a practical matter, how do you work with customers, and maybe this is a question for you, David. How do you work with customers to figure out what the right fit is? >> I'll give you a great example. Just this week, customer conversations, and we can put it in terms of kilowatts to rack, right. How many kilowatts are you delivering at a rack level inside your data center? I've had an answer anywhere from five all the way up to 90. There's some that have been a bit higher that probably don't want to talk about those cases, kind of customers we're meeting with very privately. But the range is really, really large, right, and there's a variety of environments. Customers might be ready for liquid today. They may not be ready for it. They may want to maximize air cooling. Those are the conversations, and then of course it all maps back to the workloads they wish to enable. AI is an extremely overloaded term. We don't have enough time to talk about all the different things that tuck under that umbrella, but the workloads and the outcomes they wish to enable, we have the right solutions. And then we take it a step further by considering where they are today, where they need to go. And I just love that five to 90 example of not every customer has an identical cookie cutter environment, so we've got to have the right platforms, the right solutions, for the right workloads, for the right environments. >> So, I like to dive in on this power issue, to give people who are watching an idea. Because we say five kilowatts, 90 kilowatts, people are like, oh wow, hmm, what does that mean? 90 kilowatts is more than 100 horse power if you want to translate it over. It's a massive amount of power, so if you think of EV terms. You know, five kilowatts is about a hairdryer's around a kilowatt, 1,000 watts, right. But the point is, 90 kilowatts in a rack, that's insane. That's absolutely insane. The heat that that generates has got to be insane, and so it's important. >> Several houses in the size of a closet. >> Exactly, exactly. Yeah, in a rack I explain to people, you know, it's like a refrigerator. But, so in the arena of thermals, I mean is that something during the development of next gen architectures, is that something that's been taken into consideration? Or is it just a race to die size? >> Well, you definitely have to take thermals into account, as well as just the power of consumption themselves. I mean, people are looking at their total cost of ownership. They're looking at sustainability. And at the end of the day, they need to solve a problem. There's many paths up that mountain, and it's about choosing that right path. We've talked about this before, having extremely thoughtful partners, we're just not going to common-torily try every single solution. We're going to try to find the ones that fit that right mold for that customer. And we're seeing more and more people, excuse me, care about this, more and more people wanting to say, how do I do this in the most sustainable way? How do I do this in the most reliable way, given maybe different fluctuations in their power consumption or their power pricing? We're developing more software tools and obviously partnering with great partners to make sure we do this in the most thoughtful way possible. >> Intel put a lot of, made a big investment by buying Habana Labs for its acceleration technology. They're based in Israel. You're based on the west coast. How are you coordinating with them? How will the Habana technology work its way into more mainstream Intel products? And how would Dell integrate those into your servers? >> Good question. I guess I can kick this off. So Habana is part of the Intel family now. They've been integrated in. It's been a great journey with them, as some of their products have launched on AWS, and they've had some very good wins on MLPerf and things like that. I think it's about finding the right tool for the job, right. Not every problem is a nail, so you need more than just a hammer. And so we have the Xeon series, which is incredibly flexible, can do so many different things. It's what we've come to know and love. On the other end of the spectrum, we obviously have some of these more deep learning focused accelerators. And if that's your problem, then you can solve that problem in incredibly efficient ways. The accelerators themselves are somewhere in the middle, so you get that kind of Goldilocks zone of flexibility and power. And depending on your use case, depending on what you know your workloads are going to be day in and day out, one of these solutions might work better for you. A combination might work better for you. Hybrid compute starts to become really interesting. Maybe you have something that you need 24/7, but then you only need a burst to certain things. There's a lot of different options out there. >> The portfolio approach. >> Exactly. >> And then what I love about the work that Scott's team is doing, customers have told us this week in our meetings, they do not want to spend developer's time porting code from one stack to the next. They want that flexibility of choice. Everyone does. We want it in our lives, in our every day lives. They need that flexibility of choice, but they also, there's an opportunity cost when their developers have to choose to port some code over from one stack to another or spend time improving algorithms and doing things that actually generate, you know, meaningful outcomes for their business or their research. And so if they are, you know, desperately searching I would say for that solution and for help in that area, and that's what we're working to enable soon. >> And this is what I love about oneAPI, our software stack, it's open first, heterogeneous first. You can take SYCL code, it can run on competitor's hardware. It can run on Intel hardware. It's one of these things that you have to believe long term, the future is open. Wall gardens, the walls eventually crumble. And we're just trying to continue to invest in that ecosystem to make sure that the in-developer at the end of the day really gets what they need to do, which is solving their business problem, not tinkering with our drivers. >> Yeah, I actually saw an interesting announcement that I hadn't been tracking. I hadn't been tracking this area. Chiplets, and the idea of an open standard where competitors of Intel from a silicone perspective can have their chips integrated via a universal standard. And basically you had the top three silicone vendors saying, yeah, absolutely, let's work together. Cats and dogs. >> Exactly, but at the end of the day, it's whatever menagerie solves the problem. >> Right, right, exactly. And of course Dell can solve it from any angle. >> Yeah, we need strong partners to build the platforms to actually do it. At the end of the day, silicone without software is just sand. Sand with silicone is poorly written prose. But without an actual platform to put it on, it's nothing, it's a box that sits in the corner. >> David, you mentioned that 90% of power age servers now support GPUs. So how is this high-performing, the growth of high performance computing, the demand, influencing the evolution of your server architecture? >> Great question, a couple of ways. You know, I would say 90% of our platforms support GPUs. 100% of our platforms support AI use cases. And it goes back to the CPU compute stack. As we look at how we deliver different form factors for customers, we go back to that range, I said that power range this week of how do we enable the right air coolant solutions? How do we deliver the right liquid cooling solutions, so that wherever the customer is in their environment, and whatever footprint they have, we're ready to meet it? That's something you'll see as we go into kind of the second half of launch season and continue rolling out products. You're going to see some very compelling solutions, not just in air cooling, but liquid cooling as well. >> You want to be more specific? >> We can't unveil everything at Supercompute. We have a lot of great stuff coming up here in the next few months, so. >> It's kind of like being at a great restaurant when they offer you dessert, and you're like yeah, dessert would be great, but I just can't take anymore. >> It's a multi course meal. >> At this point. Well, as we wrap, I've got one more question for each of you. Same question for each of you. When you think about high performance computing, super computing, all of the things that you're doing in your partnership, driving artificial intelligence, at that tip of the spear, what kind of insights are you looking forward to us being able to gain from this technology? In other words, what cool thing, what do you think is cool out there from an AI perspective? What problem do you think we can solve in the near future? What problems would you like to solve? What gets you out of bed in the morning? Cause it's not the little, it's not the bits and the bobs and the speeds and the feats, it's what we're going to do with them, so what do you think, David? >> I'll give you an example. And I think, I saw some of my colleagues talk about this earlier in the week, but for me what we could do in the past two years to unable our customers in a quarantine pandemic environment, we were delivering platforms and solutions to help them do their jobs, help them carry on in their lives. And that's just one example, and if I were to map that forward, it's about enabling that human progress. And it's, you know, you ask a 20 year version of me 20 years ago, you know, if you could imagine some of these things, I don't know what kind of answer you would get. And so mapping forward next decade, next two decades, I can go back to that example of hey, we did great things in the past couple of years to enable our customers. Just imagine what we're going to be able to do going forward to enable that human progress. You know, there's great use cases, there's great image analysis. We talked about some. The images that Scott was referring to had to do with taking CAT scan images and being able to scan them for tumors and other things in the healthcare industry. That is stuff that feels good when you get out of bed in the morning, to know that you're enabling that type of progress. >> Scott, quick thoughts? >> Yeah, and I'll echo that. It's not one specific use case, but it's really this wave front of all of these use cases, from the very micro of developing the next drug to finding the next battery technology, all the way up to the macro of trying to have an impact on climate change or even the origins of the universe itself. All of these fields are seeing these massive gains, both from the software, the hardware, the platforms that we're bringing to bear to these problems. And at the end of the day, humanity is going to be fundamentally transformed by the computation that we're launching and working on today. >> Fantastic, fantastic. Thank you, gentlemen. You heard it hear first, Intel and Dell just committed to solving the secrets of the universe by New Years Eve 2023. >> Well, next Supercompute, let's give us a little time. >> The next Supercompute Convention. >> Yeah, next year. >> Yeah, SC 2023, we'll come back and see what problems have been solved. You heard it hear first on theCube, folks. By SC 23, Dell and Intel are going to reveal the secrets of the universe. From here, at SC 22, I'd like to thank you for joining our conversation. I'm Dave Nicholson, with my co-host Paul Gillin. Stay tuned to theCube's coverage of Supercomputing Conference 22. We'll be back after a short break. (techno music)

>>Welcome back to Falcon 2022. This is Dave LAN. We get a special presentation segment for you today. This is Walter Wall day one of day two's cube coverage, JC Herrera. Here's my designated cohost. Who's the chief human resource officer at CrowdStrike. Craig Neri is to my left. He's the beneficiary and the beneficiary trustee and ambassador of, of operation Motorsport and former us air force. Thank you for your service. Thank you. And Deel Lauder, who is CEO and co-founder of operation Motorsport. Jen, welcome to the cube. Thanks so much for coming on. Great to be JC set this up for us. Explain your role, explain the corporate giving the whole student connection and the veterans take us through that. >>Yeah, sure. Yeah. So as, as head of HR, one of the, one of the things that we do is, is help manage part of the corporate giving strategy. And, and one of those things that, that we love to do is to also invest in students and in our veterans, it's just a part of our giving program. So this partnership with operation Motorsport is really critical to that. And if you want to dive a little bit deeper into that, we just see that there's a gigantic skills gap in cyber security. And so when we, when there's over millions of open roles around the world and 700,000 of 'em in the us alone, we've gotta go close that gap. And so our next gen scholarships that come out of the, that are giving funds are, are awarded to students who are studying cyber security or AI. And the other side of that is that this partnership with operation motor sport, then we get the opportunity to do some internships with veterans through operation motor sport as well, the >>Number 700,000 now, but pre pandemic. I remember number 3 50, 300 50,000. It's it's doubled now just in the us. Amazing. All right, diesel, tell us about the mission of operation motor sport, like who are the beneficiaries let's get into it. >>So operation motor sport engages ill, injured, wounded service members, those that are medically retiring from the service or disabled veterans, these individuals be taken out of their units. They lose their team identity, their purpose. And, and what we do is those that apply to the program and have a desire to work around shiny objects and fast cars and all the great smells or just car guys or gals that we have some of those as well. They, we, we bring them onto the teams as beneficiaries. So embed them into a race team and give them opportunity to find something new. We're a recovery program. We're not about, you know, finding jobs for these folks. It's about networking and getting outta that, you know, outta the dark places where some of them end up going, because this is a, a huge change for them. And, and in doing so, we now expose them to crowd strike. You know, that's, that's one of the new relationships that, that we have where potentially if they want to, they can pursue new opportunities in areas like cyber security. >>And they're chosen through an application process. You're I'm, I'm inferring. >>Yeah. They just go online and say, you know, through word of mouth or through a friend or through the, the USO and other organizations, they go online and they click the apply here and they fill it out. And our beneficiary trustee, Craig, and calls 'em up and says, Hey, tell me about what you're looking for. And, and we, we pair them up with the race team and Craig, >>You're also a, a beneficiary in addition to being the beneficiary trustee. So explain that, what's your story? >>Right. So I started in this organization as a beneficiary. I was the one that hit the button on the website. And, and then a few minutes later, I got a phone call from then Tiffany Lader, diesel's wife, who's our executive director in the organization. And, and I had that same conversation that I now have with beneficiaries today. I did a, I did a full season with them last year in 2021 as a beneficiary. But at the end I realized how big of an impact that this has with folks. Transition can be very difficult, especially if they're ill injured or wounded. And so I asked if I could help if I could give back, cuz it meant such it had such a big impact on me. I'd like to, to help other veterans as well. Can I >>Ask you what made you hit that button? What made you apply? >>That's a great question. So I was one of the very fortunate ones that had a transition coach. I was in the military for 29 years and had a lot of great connections in the military and, and was connected to a coach, a transition coach and just exploring, you know, what that, what that would look like. And she was the one who said, Hey, why don't we, why don't we explore this passion of Motorsports that you have? My family had been going to, to Motorsports events for, you know, 50 years. And so, so I thought back, all right, this is, I like this idea. Let's, let's pursue this. So a quick Google search and operation Motorsport popped up and I hit the button and >>What programs are available in operation >>Motorsport? Yeah. So diesel kind of outline outlined it. We have basically three different programs. We have the, our immersion program, which is exactly what diesel described, where we take that veteran. And we actually immerse them in a race team. They're doing the, exactly what I was doing, doing tires and fuel and whatever the team needs them to do. We also have our emo sports program where folks who can't do the immersion program, immersion program is takes a pretty big time commitment sometimes. And so they just don't have the capacity or abilities to be able to do those. We could put 'em in our emo sports program where they can do it all virtually we're actually, we have a season going on right now where we, we have veterans racing in that emo sports program. And then we have a, a diversionary therapy program where we have a, a Patriot car corral set up at all these tracks. So they can go out with like-minded individuals and spend the day out there with those folks, other veterans. And we do pit pit tours and, and we get 'em out on the track for a little bit of a, you know, highway speeds, nothing ridiculous. But we, we did doing some highway speeds. So we have a, a few, few different ways for them to be >>Involved. So, so the number three is like a splash in the pond, whereas number ones, the, to like full immersion. Right? Correct. And so what are you doing in the full immersion? What is, what is that like? I mean, you're literally changing tires and, and, and you're >>Yeah. You name it. You're >>In the you're you're you're in that sort of sphere of battle, if you will. Right. >>The beauty of this is we could take somebody's capabilities and skill set and we can match it to whatever that looks like on a race team. Some people come in and have no experience whatsoever. And so we find a team that needs, you know, that has a development opportunities where they could come in, their, their initial job might be to fuel fuel cans or, you know, take tires off the car, wipe the car down, it's little things in the beginning. And then slowly as they start to grow and learn, then they take on bigger roles. But we also have different positions. They can be immersed in, in teams, but they can also be immersed in the series. So we have folks that are doing like tech inspections. We have folks that are doing race control up in the, up in the tower, directing race operations. So we have lots of opportunities, tons of potential. We, we foster those relationships and take the folks, whatever their capabilities and, and abilities are and find the right position for >>'em think, thinking about your personal experience, how, how did it, how would you say it affected you? >>Yeah. To understand that you really have to understand military transition. And I think that's where a lot of the folks that have never experienced this really struggle transition from the military is really difficult. And it's really difficult, even if you're, if you're not broken or you don't have some kind of illness or injury, but you add that factor into at the same time and it could be extremely difficult. And that's why we see like the 22, a day suicide rates with veterans, it's very, very high. Right? And so when you, when you come into this program, it, it is a little bit of a leap of faith, right? This is very new experience for somebody, right? For somebody like myself who had 29 years of experience in the military, very senior person in the military. And now you're at the bottom of the totem pole and trying to figure it all out again, it's, it's a, it's a big jump. But what you realize really quickly is a lot of the things that you experience in the military, you experience in that Pata, same exact things, lots of small team environment, lots of diversity, lots of challenges, lots of roadblocks ups downs, you, you deploy just like you would deploy in, in the military, you bring the cars to a track, you execute a mission, then you pack it up and bring it home. So it's, there's so many similarities in >>The process. I mean, yeah. Diesel hearing Craig explained that there are the similarities sound very clear, but, but, but how did how'd you come up with this idea? It makes sense now in retrospect, but somebody just said, Hey, you know, we have this and we have this and we can marry him or no, not >>Really. And it it's a funny story because I always said, I, I, I don't believe in reinventing the wheel, I believe in stealing the car. And so there's a sister organization that we have in the UK called mission Motorsport. And, and, and they invented this five years before we did. And, and they were successful. And I was, you know, through, through friendships and opportunities, I got to witness it in, in 2016. So went over to, to Wales in the UK and, and watched it in action. And we were there for one race weekend, race of remembrance, which is where we go back to, we'll be going back to November, taking 13 beneficiaries over to race in our own race team for a 12 hour race. And that's a whole other story, but that's where it all started. You know, we, we saw the opportunities and said, wow, they're changing lives through recovery, you know, through motor sport and the similarities and what they were achieving. >>Our initial goal was let's just come back and do this again next year, because we need to bring north American transitioning members over to, to witness this and take part. And then fast forward, we said, why stop there? And we stood up an organization. Now I'll tell you that the organization is not what it was, the, the initial vision. This is not where, I mean, I never imagine that we get to this point this day, especially with the announcement this morning, you know, with the partnership with CrowdStrike, it it's huge for us, but we've evolved into something that was very similar to the initial vision. And that was helping, helping medically transitioning service members with their own personal struggles and recovery. You know, the reason we call it operation Motorsport is because operations have no beginning and no end and our, and what we do makes us so different in that we're not a one and done, we take care of these guys. Even when they become alumni, they, they still come back. They, they come back to volunteer, they come back to check in their friends and, and all kinds. It's really, really neat. And, >>And JC of course, CrowdStrike has an affinity for Motorsports, right? You got the logo on the Mercedes. You you've got the safety car at, this is, I think it's called the safety car. Right. That's it? Yeah. So, okay. So that's an obvious connection, but, but where did the idea germinate for this partnership? >>There's so many things, but first and foremost, I think that the, the values of CrowdStrike and those of operation motors were very much aligned. If you think about it, we, we focus a lot on teamwork. There's no way we do these jobs without the teamwork part. We all love data. These guys are all in the data all the time, trying to figure out, you know, what your adversaries are doing. So there's that kind of component to it. And I'd say the last bit is critical thinking. So when we think about our organizations and how well aligned they are, that was a, that was a no brainer. And into the other side of it, we get the opportunity to do mentorship programs. I mean, I think both ways, hopefully I get invited to the Patriot corral. At some point I can go, go work on a car, but we'll do those both ways or mentorship opportunities. If folks from operation motor sport win a team up with a crowd striker. So >>Do you ever get to drive the car? Or is that just an awful question? No, that's >>A good question. Actually I do from the, from the track to the pits, very slow >>Speeds. They don't let you out in the train. That's right. No, I don't get to go out on the track. Diesel, you ever, you ever drive one >>Of these? I, I, I I've been on, on the track on, on different cars, not in the race cars that, that, that, that are on the team, but something that's unique in the Patriot corral, for instance, because JC brought that up is that when we do these Patriot corrals, part of that program at lunchtime is, is taking the individuals and doing parade laps. And now, you know, a parade lap. Well, what's the fun in that, but you drive highway speeds on a racetrack and your own personal car, following a pace car. That's a pretty cool experience. Cool. >>Yeah, that's very cool guys. Congratulations on this program and all your success and all the, the giving that you do for the community and, and your peers really appreciate you guys coming on the cube and telling me great story. Thanks >>For having, thanks for the opportunity. You're very >>Welcome. All right. Keep it right there. Everybody. Dave ante and Dave Nicholson, we'll be back from Falcon 2022 at the area in Las Vegas. You watching the cube.

welcome back everyone to thecube's live coverage in san francisco for vmware explorer 2022 formerly vmworld i'm john furrier david live dave 12 years we've been covering this event formerly vmware first time in west now it's explore we've been in north we've been in south we've been in vegas multi-cloud is now the exploration vmware community is coming in john siegel svp at dell cube alumni dave mccraw vp at vmware guys thanks for coming back both cube alumni it's great to see you very senior organizations senior roles in the organizations of vmware and dell one year since the split great partnership continuing i mean some of the conversations we've been having over the past few years is that control plane the management layer making everything work together it's essentially been the multi-cloud hybrid cloud story what's the update what's how's the partnership look yeah i you know i just to start off i mean i would say i don't think our partnership's been any has ever been any better um if you look at you mention our vision very much a shared vision in terms of the multi-cloud world and i don't think we've ever had more joint innovation projects at one time i think we have over 40 now dave that are going on across multi-cloud ai cyber security uh modern applications and and uh you know here just at you just vmworld vmware explorer we have over 30 uh vmware sessions that are featuring dell um and this is i think more than we've ever had so look i think um there's a lot of momentum there and we're really looking forward to what's to come so you guys obviously spent a lot of time together when vmware was part of dell and then you've been it's been a year since the spin and then you codified i think it was a five-year agreement you know so you had some time to figure that out and then put it into paper so you just kind of quantified some of the stuff that's going on but now we're entering a yet another phase so that that that that agreement's probably more important than ever now i mean list in terms of getting it documented and an understanding right yeah that agreement really defines a framework for solution development and for go to market so we've been doing it and refining it for the last five years so now you know putting and codifying it into a written signed agreement it basically is instantiating what we've been doing that we know works uh where we can drive uh solution development we can drive deep architectural co-innovation together as well and as john said across multiple you know project and solution areas so we we've been talking to years to you know a lot of these strat guys guys like matt baker about things like you know you see aws do nitro and then of course project monterey and and i know that you guys have had a you know a big sort of input into that and so now to see it come to fruition is is huge because you know from our view it's the future of computing architectures how do you handle you know data rich applications ai applications that's what are your thoughts on here i couldn't agree more uh project monterey is a great example of how we're innovating together we just talked about i mean first of all it's all so we have vxrail which let's let's start there right we have over 19 000 joint customers right now we continue to innovate more and more on the vxrail architecture great example of that as our partnership with project monterey and taking essentially vsphere 8 and running it for the first time on an hci system directly on the dp used itself right on the dpus ability now to offload nsxt from from the cpus to the dpus uh hope you know in the short term first of all great benefits for customers in terms of better performance but as you just mentioned it's game changing in terms of laying the foundation for the future architectures that we plan on together helping out customers there's one other dynamic for you on is um and it's not unique to dell but dell's the biggest you know supply supplier partner etc but you're able to take vmware software and drive it through your business and and that enables you to get more subscription revenue and makes it stickier and that's a really important change from you know 10 years ago yeah and it's it's a combination as you know of dell software and vmware software together absolutely and i think what's with this is a game-changing innovation that you can run on top of our joint system vxrail if you will um and now what our customers can expect is life cycle automation of now you know the dpus as well as tanzu as well as everything else we layer on top of that core foundation that we have over 19 000 customers running today so i mean like that 19 000 number i want to get back up to the vx rail and you mentioned vsphere that's big news here this year vsphere 8 big release a lot of going on what's the hci angle you mentioned that what's in it for the customer what does that mean for the folks here because let's face it the vsphere aids got everyone in that they've all the v-sections are going going crazy right another vsphere release getting training they have the labs here what's it mean for the customers what's the value there with that hci solution with the gpus well first of all vsphere 8 as we know it has a lot of goodies in it but you know what what i think to me what's been most powerful about this is the ability to run vsphere 8 uh and and specifically on the dpus now you can run it it is open up all new possibilities now and so that nsxt that i mentioned you know running that on gpus opens up a whole new uh architecture now for our customers going forward and now really sets us up for modern distributed architecture for the future so like edge okay yeah and vsphere 8 brings in you know cloud connectivity as well so you know customers can run in a cloud disconnected mode they can run in a cloud connected mode so you know that's going to bring in the ability to do specialized things on security cycle management there's a whole series of services that can now be added as well as you know leveraging you know vcenter management capabilities so what's happening at the edge we had i think it was lows on hotel tech world right okay good not the other one um but so so that's got to be exploding now with that with that because it just changes the game for for these stores there's i mean retail uh manufacturing maybe you can give us an update on there's so much happening on the edge side as you know i mean that's where most of the a lot of the innovations happening right now is at the edge and a lot of the companies we talked to 8x right 8x expectation of increase in uh edge workloads over the next and the data challenge too and the data challenge is huge so you heard about the innovations with vsphere 8. in addition to that we just introduced today as well the smallest vx rail for the edge ever this thing is it's like think picture a couple eight and a half by 11 notebooks not much not much you know maybe a little wider than that but not much more um you know these these are stacked on top of each other these are you can rack and stack and mount these things anywhere and it also is the first aci system that has you know a built-in hardware witness so this helps set it up for environments that are you know network bandwidth constrained or have high high latency no longer an issue next gen app is going to want to have a local data server at the edge right and with compute there right high performance right right so now you're getting it across the wire yes you get racket stack a couple of these small things i mean they can they can fit into like a you know clark kent's briefcase right these things are so small um you want to do the analytics on site and return responses back you don't want to be moving massive data payloads off the egg so you got to have the right level of compute to run machine learning algorithms and and do the analytics type work that you want to do to make local decisions yeah i mean we just had david lithimon who was one of the keynote speakers here at the event and we've been talking about super cloud and multi-cloud meta cloud all the different versions of what we see as this next-gen and this brings up a point of like his advice to young people learn how multi-cloud learn about system architecture because if you can figure out how to put it together you're going to have to make more money anyway that this whole edge piece opens up huge challenges and opportunities around how do you configure these next-gen apps what does the ai look like what's the data architecture this is not like get some training curriculum online and you get you know 101 and you're getting a job no this is more complicated but with the hardware you guys make it easier so where's the complexity shift between having a powerful edge device like the vxrail with the vsphere what's the ec button on that like how do you guys what's the vision because this is going to be a major battleground this whole edge piece yeah it's going to be huge well i think when you look at the innovation that dell is bringing to market with technologies like outlander and then designing that into vxrail and then you combine that with our tonzu capabilities to manage development and deployment of applications this is about heterogeneous deployment and management at scale of applications with technologies like tons of mission control then deploying service mesh right for security being able to use sassy to be able to secure you know with cloud security over the wire so it's bringing together multiple technologies to deliver simplicity to the customer the ability to go one to many you know in terms of being able to deploy and manage and update whether that's a security patch or an application update and do that very rapidly at a low cost so the benefit with this solution now just putting this together is i can ship a box small and or stack them and essentially it's done remotely it's that's provision the provisioning issues not a truck roll as they say or professional services enabled you can just drop that out there and this is where the customers need to be yeah that absolutely is that the vision don't get that right exactly you don't you don't need the you don't need the skills yeah you don't need the specialized skills you don't need a lot of space you don't need you know high network bandwidth all these things right all these innovations that we're talking about here um really combined into really enabling a whole new whole new future here for edge is are you doing apex now is that i think thickest part sure part of yours okay so um is apex fitting into the to the edge how does it fit yeah i mean well first of all you know a lot of what we talked with apex is really about a consumption a way to ensure there's a common cloud experience wherever the data is and where the applications are and so absolutely edge fits into this as well and so we have we have common ways to consume our infrastructure today our joint infrastructure whether it's in the data center at the edge um or you know uh in the cloud usain ragu when he was on i said it was great keynote loved it one of the things that i didn't think there was enough of was security and he's like yeah we only had so much time but vmware is a very strong security story we heard a really strong security story at dell tech world i mean half the innovations and the new you know storage products were security and the new os's and it was impressive what what's how are you guys working together on security is that one of those let me give you a few key things you know our teams are working together at the engineer to engineer level you know reference architectures for zero trust as an example being able to look you know hardware root of trust up into the application layer right so we're looking at really defense in depth here you know i mentioned what we're doing with sassy right with cloud security capabilities so you really have to look at this from the edge to the core with the you know from a networking perspective getting the network the insights on things that maybe anomalies that may be happening on the network so using our network insight technology you know uh nsx and then being able to ultimately uh have a secure development pipeline as well i mean you we all know about the supply chain attacks that happen right and so being able to have a you know secure pipeline for development is critical for both of our companies working together i think the tan zoo and you mentioned the developer self-service that experience combined with kind of the power of the dell you know let's face it the boxes are awesome hardware matters and software matters so bringing that expertise together michael daley always used to say on thecube better together in respect to vmware and dell a lot of fruit has been born from that labor right specifically around and now when you add the tan zoo and you get vsphere you got the operational excellence you got the you got the performance and scale with the dell boxes and hardware and software and now you've got the tan zoo what's missing or is it all there now i mean where how would you how would you guys peg the progress bar is it like it's all rocking right now or or i'd say you're never done first of all but i you know i look at some of the innovations that we've brought to market recently where we've are combining and stacking these technologies into a more defense in-depth like solution you know bringing nsx onto vxrail so that you can flip a switch easily and light up the firewall the new plug-in yeah that's a great example simple simple um carbon black workload another example where we're taking carbon black technology that was typically on endpoints you know on pcs bringing that into the data center right and leveraging all the analytics and insights around you know being able to identify anomalies and then remediate those anomalies so we're seeing very good traction with those and the cloud native developers containers they're all native container working with compute and container storage object store in the cloud kubernetes we've embraced it yeah i mean yeah containers running containers and vms on the same infrastructure common way to manage it all i mean that that's been a big part of it as well obviously a lot of the focus that dell's bringing here as well is is the inability to run that stack easily right you heard the announcement on uh tanzu for kubernetes operators right earlier today tko we call it uh you know that running on vxrail now is really targeted at the i.t operator in allowing them to easily stand up a self-service developer devops environment on vxrail going forward and then a piece that might be invisible to them is back to monterey isolation right encryption and data moving you know absolutely storage the security the compute right the management right that's that's a complete and it's about reducing attack services as well right the security perspective as well when you when you're moving nsxt onto a dpu you're doing that as well so there's it takes the little things right at the end of the day security is a mindset up across both companies in terms of how we approach our architectures um and it's the you know a lot of times it's the little things as well that we make sure right so shared vision working at the engineering levels together for many many years know that you guys are validating more of that coming what's next take us through okay we're here 2022 we got super cloud multi-cloud hybrid full throttle right now it's hybrid's a steady state that's cloud operations infrastructure as code has happened it's happening what's next for you guys in the relationship can you share a little bit that you can if you can what we can expect what you see uh with monterrey is the start of a re-architecting of i.t infrastructure not just in the data center but also at the edge right these technologies will move out and be pervasive you know across i think edge to colo to core data center to cloud right and so that's a starting point now we're looking at memory tiering right i think we talked last time about capitola and memory tiering and you know being able to bring that forward uh being able to do more with confidential computing as an example right secure enclaves and confidential computing so you know a lot of this is focused around simplicity and security going forward and ease of management around take the heavy lifting away from the customer abstract that in offer the power and performance that's right and it's going to come down to delivering time to value for our customers you know can we cut that time to value by 25 50 percent so they can be in production faster yeah i think project monterey is something we'll be building on for a long time right i mean this is the start of a major new future architecture of these companies so if you had to pick one we have 40 initiatives that are joined together real literally project monterey is one of my favorites for sure in terms of what it's going to do not just for that common cloud experience but for the edge and and we talked a lot about the edge today and where that's headed you think it's going to explode up new apps i really do think so well it's going to put you in a new it's going to put in curve yeah absolutely right and operationally uh security wise um from a modern apps perspective i mean all it checks all the boxes and it's going to allow us to to help and take our existing customers on that journey as well what's great about this conversation we've been following both you guys for a long time and your companies and and technology upgrades and and the business impact and open source and all doing all this for customers but the wave that's coming we're seeing the expo hall here i mean it's people are really excited they're enthused they're committed highly confident that this this wave is coming they kind of see it people kind of seeing the fog lift they're seeing money making value creation people kind of feeling more comfortable but still a little nervous around you know what's coming next because it's still uncertainty but pretty good ecosystem i'd have to say that's pretty pretty interesting yeah a lot of them are excited about you know what they can do at the edge and how they can differentiate their businesses i mean that's right well congratulations guys thanks for coming on thecube and sharing the update thank you it more innovation it's not stopping here at vmware explorer dell and vm we're continuing to have that kind of relationship joint engineering it's all coming together and you can mix and match this and the stack but it's ultimately going to be cloud operations edge is the action of course hybrid cloud as well it's thecube thanks for watching [Music] you

(upbeat music) >> Hey everyone. And welcome to this CUBE Conversation which is part of the AWS startup showcase. Season two, episode four of our ongoing series. The theme of this episode is cybersecurity, detect and protect against threats. I'm your host, Lisa Martin, and I'm pleased to be joined by the founder and CEO of Hunters.AI, Uri May. Uri, welcome to theCUBE. It's great to have you here. >> Thank you, Lisa. It's great to be here. >> Tell me a little bit about your background and the founders story. This company was only founded in 2018, so you're quite young. But gimme that backstory about what you saw in the market that really determined, this is needed. >> Yeah, absolutely. So, I mean, I think the biggest thing for us was the understanding that significant things have happened in the cybersecurity landscape for customers and technology stayed the same. I mean, we tried on solving the same... We tried on solving a big problem with the same old tools when we actually noticed that the problem has changed significantly. And we saw that change happening in two different dimensions. The first is the types of attacks that we're defending against. A decade ago, we were mostly focused on these highly sophisticated nation state efforts that included unknown techniques and tactics and highly sophisticated kind of methods. Nowadays, we're talking a lot about cyber crime gangs, whoops of people that are financially motivated or using off the shelf tools, of the shelf malware, coordinating in the dark web, attacking for money and ransom basically, versus sophisticated intelligence kind of objectives. And in the same time of that happening, we also saw what we like to refer to as explosion of the securities stack. So some of our customers are using more than 60 or 70 different security tools that are generating sometimes tens of terabytes a day of flows. That explosion of data, together with a very persistent and consistent threat that is continuously affecting customers, create a very different environment, where you need to analyze a big variety of data and you need to constantly defend yourself against stuff that are happening all the time. And that was kind of like our wake moment when we understand that the tools that are out there now might have been the right tools a decade ago, they are probably not the right tools to solve the problem now. So yeah, I think that that was kind of what led us to Hunters. And in the same time, and I think that that's my personal kind of story behind it. We used to talk a lot about the fact that we want to solve a fundamental problem. And we, as part of the ideation around Hunters and us zooming in on exactly the areas that we want to focus on in security, we talked with a lot of CSOs, we talked with a lot of industry experts, everyone directed us to the security operation center. I mean the notion that there's a lot of tools and there's always going to be a lot of tools, but eventually decisions are being made by people that are running security operation center, that are actually acting as the first line of defense. And that's where you feel that the processes are woke. That's where you feel that that technology doesn't really meet the rabel, and the rabel doesn't really meet the hold. And for us, it was a very clear sign that this is where we need to focus on. And that set us on a journey to explore red hunting and then understand that we can solve something bigger than that. And then eventually get to where we are today, which is go to market around. So holistic a platform that can help SOC analysts doing the day to day job defending the organizations. >> So you saw back in 2018, probably even before that that the SIEM market was prime and right for disruption. And only in a four year time period, there's been some pretty significant milestones and accomplishment that the team at Hunters has made in that short timeframe. Talk to me about some of those big milestones that the company has reached in just four years. >> Yeah, I think that the biggest thing and I know that it's going to sound like a cliche, but we're actually believing that I think it's the team. I mean, we're able to go to an organization of around 150 employees. All over the world, the course, I think I mean the last time that I checked, like 15 countries. That's the most amazing feeling that you can have. That ability to attract people to a single mission from all over the world and to get them collaborate and do amazing things and achieve unbelievable accomplishment. I think that's the biggest thing. The other thing for us was customers. I mean, think about it like, SIEM it's such a central and critical system. So for us as a young startup from Tel Aviv to go out to Enterprise America and convince the biggest enterprise around the world to rip and replace the the existing solutions that are being built by the biggest software brands out there and install Hunters instead, that's a huge leap of trust, that we are very grateful for, and we're trying to handle with a lot of care and a lot of responsibility. And obviously, I think that other than that, is all of the investors that we were able to attract that basically enabled all of that customer acquisition and team building and product development. And we're very fortunate to work with the biggest names out there, both from a strategic perspective and also from tier one VCs from mainly from the U.S., but from all over the world, actually that are backing us. >> Great customers, solid foundation. Hunters is built for the clouds, is powered by Snowflake. This is AWS built. Talk to me about what's in it for me from an AWS customer perspective. What's that value in it for them? >> Yeah, so I think that the most important thing, in my opinion, at least, is the security value that you're getting from it. Other than the fact that Hunters is a multi-tenant SaaS application running in AWS, it's also a system that is highly tuned and specifically built to be very effective against detecting threats inside AWS environments. So we invested a lot of time in research, in analyzing the way attackers are operating inside cloud environments, specifically in AWS. And then we model these techniques and tactics and procedures into the system. We're leveraging data sets like AWS CloudRail and CloudWatch and VPC Flow Logs, obviously AWS GuardDuty which is an amazing detection system that AWS offer to its customer, and we're able to leverage it, correlate it with other signals. And at the same time, there's also the commercial aspect and the business aspect. I mean, we're allowing AWS customers to leverage the AWS credits to the marketplace to fund same projects like Hunters that comes with a lot of efficiencies also. And with a lot of additional capabilities like I mentioned earlier. >> So let's crack open Hunters.AI. What makes this approach different? You talked about the challenges that you guys saw in the market that were gaps there, and why technology needed to come in from a disruption standpoint. But describe the differentiators. When you're talking to perspective customers, what are those key differentiators that Hunters brings to the table? >> Yeah, absolutely. So we like to divide it into three main pillars. The first pillar is everything that we do with data, that is very different from our competitors. We believe that data should be completely liberated from the analytical layer. And that's why we're storing data in a dedicated data warehouse. Snowflake, as you mentioned earlier, is one of our go to data warehouses. And that give customers the ability to own their own data. So you as a customer can opt in into using Hunters on top of your Snowflake. It's not the only way. You can also get Snowflake bundled as part of that, your Hunter subscription, but for some customers that ability to reduce vendor lock risk on data on your own and also level security data for other kind of workflows is something that is really huge. So that's the first thing that is very different. The second thing is what we like to call security engineering as a service. So when you buy Hunters, you don't just buy a data platform. You actually buy a system, a SOC platform that is already populated with use cases. So what we are saying is that in today's world the threats that we're handling as a SOC, as security operations center professionals are actually shared by 80% of the customers out there. So 80% of the customers share around 80% of the threat. And what we're basically saying is let us as a vendor, solve the detection response around that 80%. So you as a customer could focus on the 20% that is unique to your environment. Then in a lot of cases generate 80% of the impact. So that means that you are getting a lot of rebuilt tools and detections, data modeling to your integrations, automatic investigations, scoring correlations. All of these things are being continuously deployed and delivered by us because we're multi tenant SaaS. And also allowing you again to get this effortless tail key kind of solution that is very different from your experience with your current SIEM tools that usually involves a lot of tuning, professional services, configuration, et cetera. And the last aspect of it, is everything that we're doing around automation. We're leveraging very unique graph technology and what we call automatic investigation enrichments that allows us to take all of these signals that we're extracting from all over the attacks, of say AWS included, but also the endpoint and the email and the network and IOT environments and whatever automatically investigate them, load them into a graph and then automatically correlate them to what we call stones, which are basically representation of incidents that are happening across your tax office. And that's a very unique capability that we bring into the table that demonstrates our focus on the analytical lens. So it's not just log aggregation, and querying and dashboarding kind of system. It's actually a security analytic system that is able to drive real insights on top of the data that you're plugging into it. >> So talk to me, Uri, when you're in customer conversations these days the market is there's so many dynamics and flux that customers are dealing with. Obviously, the threat landscape continues to expand and really become quite amorphous as that perimeter blends. What are some of the specific challenges that security operation center or SOC teams come to you saying, help us eliminate this. We have so many tools, we've probably got limited resources. What are those challenges and how does Hunters really wipe those off the plate? >> Yeah, so I think the first and foremost has to do with the second pillar that I mentioned earlier and that's security engineering. So for most security operations centers and most organizations around the world, the feeling is that they're kind of like stuck on this third wheel. They keep on buying tools and then implementing these tools and then writing rules and then generating noise and then fine tuning the rules. And then testing the rules and understanding that the fine tuning actually generated misdetections. And they're kind of like stuck on this vicious side. And no one can really help because a lot of the stuff that they're building, they're building it in their environment. And what we're saying is that, let us do it for you. Well, that 80% that we've mentioned earlier and allows you to really focus on the stuff that you're doing and even offset your talent. So, we're not talking about really a talent reduction. Because everyone needs more talent in cybersecurity nowadays but we're talking a lot about offset. I mean, if we had a team of five people investing efforts in building walls, building automation, and now three or four of these people can go and do advanced investigations, instant response, threat hunting interval, that's meaningful. For a lot of SOCs, in a lot of cases that means either identifying and analyzing a threat in time or missing it. So, I mean, I think that that's the biggest thing. And the other thing has to do with the first thing that I mentioned earlier, and these are the data challenges. Data challenges in terms of cost, performance, the ability to absorb data sets that today's tools can't really support. I mean, for example, one of the biggest data sets that we're loading that is tremendously helpful is raw data for EDR products. Raw data for EDR products in large enterprises can get to 10, 15, 20 terabytes a day. In today's SIEMs and SOC platforms that the customers are using, this thing is just as prohibited from SOC. They can't really analyze it because it's so costly. So what we're saying is a lot of what we're seeing is a lot of customers, either not analyzing it at all, or saving it for a very little amount of time, account of days. Because they can't support the retention around it. So the ability to store huge data sets for longer period of time makes it something that a lot of big enterprises need. And to be honest, I think that in the next couple of years they would also be forced to have these kind of capabilities, even from a compliance perspective. >> So in terms of outcomes, I'm hearing reduction in costs really helping security teams utilize their resources, the ability to analyze growing volumes of data. That's only going to continue to increase as we know. Is there a customer story, Uri that you have that really, where the value proposition of Hunters really shines through? >> Yeah, I think that one thing comes to mind from those hospitality vertical and actually it's a reference customer. I mean, we can share the name. His name is booking.com. It's also publicly shown on our website. And they think the coolest thing that we were able to do with booking is give them that capability to stay up to date with the threats that they're facing. So it's not just that we saved a lot of efforts from them because we came with a lot of out of the box capabilities that they can use. We also kept them up to date with everything that they were facing. And there was a couple of cases, where we were able to detect threats that were very recently from threat perspective. Based on our ability to invest research time and efforts in everything that is going on in the ecosystem and the feedback that we got from the customer, and it's not a single of feedback. Like we're getting it a lot, is that, without you guys we wouldn't be able to do the effective research and then the implementation of this and the threat modeling and the implementation of these things in time. And walking with you kind of like made the difference between analyzing it and reacting in time and potentially blocking like a very serious bridge versus maybe finding out when it's too late. >> Huge impact there. And I'm kind of thinking, Hunters aim, might be one of the reasons that booking.com's tagline it's booking.com, booking.yeah. Yeah, we're secure. We know if we can demonstrate that to everyone that uses our service. I noticed kind of wrapping things up here, Uri. I noticed that back in I think it was January of 2022, Hunters raised about 60 million in series C. You talked about kind of being in the GTM phase, where are some of those strategic investments? What have you been doing, focusing on this year and what's to come as we round out 22? >> Yeah, absolutely. So, I mean, there's a lot of building going on. Yeah. Still, right. I mean, we're getting into that scale mode and scale phase but we're very much also building our capabilities, building our infrastructure, building our teams, building our business processes. So there's a lot of efforts going into that, but in the same time, I mean, we've being able to vary, to depending our relationship with DataBlitz which is a very important partner of us. And we got some big news coming up on that. And they were a strategic investor that participated in our series C. And in the same time we're walking in the air market which is a very interesting market for us. And we get a lot of support from one other strategic investor that joined the series C, Deutsche Telekom. And they are a huge provider in IT and security in email, other than doing a lot of other things and including T-systems and T-Mobile and everything that has to do with that. So we're getting a lot of support from them. And regardless, I think, and that ties back to what we've mentioned earlier, the ability for us to come to really big customers with the quality of investors that we have is a very important external validation. It's basically saying like this company is here to stay. We're aiming at disrupting the market. We're building something big. You can count on us by replacing this critical system that we're talking about. And sometimes it makes a difference, like sometimes for some of the customers, it means that this is something that I can rely on. Like it's not a startup that is going to be sold two months after I'm deploying it. And it's not a founder that is going to disappear on me. And for a lot of customers, these things happen, especially in an ecosystem like cybersecurity, that is so big with such a huge variety of different systems. So, yeah, I think that we're getting ready for that scale mode and hopefully it'll happen sooner than what we think. >> A lot of growth already as we mentioned in the beginning of the program. Since just 2018 it sounds like from a foundation perspective, you guys are strong, you're rocking away and ready to really take things into 2023 with such force. Uri, thank you so much for joining me on the program, talking about what Hunters.AI is up to and how you're different and why you're disrupting the SIEM market. We appreciate your insights and your time. >> Absolutely. Lisa, the pleasure was all mine. Thank you for having me. >> Likewise. For Uri May, I'm Lisa Martin. Thank you for watching our CUBE Conversation as part of the AWS startup showcase. Keep it right here for more actions on theCUBE, your leader in tech coverage. (upbeat music)

>>Okay, welcome back everyone to the cubes coverage here in Las Vegas for AWS re Mars, Remar stands for machine learning, automation, robotics, and space. Part of thehow is reinforces security. And the big show reinvent at the end of the year is the marquee event. Of course, the queues at all three and more coverage here. We've got a great guest here. Ryan re practice lead data analytics, machine learning at mission cloud. Ryan. Thanks for joining me. Absolutely >>Glad. >>So we were talking before he came on camera about mission cloud. It's not a mission as in a space mission. That's just the name of the company to help people with their mission to move to the cloud. And we're a space show to make that it's almost like plausible. I can see a mission cloud coming someday. >>Yeah, absolutely. >>You got >>The name. We got it. We're ready. >>You guys help customers get to the cloud. So you're working with all the technologies on AWS stack and people who are either lifting and shifting or cloud native born in the cloud, right? Absolutely. >>Yeah. I mean, we often see some companies talk about lift and shift, but you know, we try to get them past that because often a lift and shift means like, say you're on Oracle, you're bringing your Oracle licensing, but a lot of companies want to, you know, innovate and migrate more than they want to lift and shift. So that's really what we're seeing in market. >>You see more migration. Yeah. Less lift and shift. >>Yeah, exactly. Because they, they're trying to get out of an Oracle license. Right. They're seeing if that's super expensive and you know, you can get a much cheaper product on AWS. >>Yeah. What's the cutting up areas right now that you're seeing with cloud Amazon. Cause you know, Amazon, you know, is at their, their birthday, you know, dynamo you to sell with their 10th birthday. Where are they in your mind relative to the enterprise in terms of the services and where this goes next in terms of the on-prem you got the hybrid model. Everyone sees that, but like you got outpost. Mm. Not doing so as good as say EKS or other cool serverless stuff. >>Yeah. I mean, that's a great question. One of the things that's you see from AWS is really innovation, right? They're out there, they have over 400 microservices. So they're looking at all the different areas you have on the cloud and that people are trying to use. And they're creating these microservices that you string together, you architect them all up so that you can create what you're looking for. One of the big things we're seeing, right, is with SageMaker. A lot of people are coming in, looking for ML projects, trying to use all the hype that you see around that doing prediction, NLP and computer vision are super hot right now we've helped a lot of companies, you know, start to build out these NLP models where they're doing, you know, all kinds of stuff you use. 'em in gene research, you know, they're trying to do improvements in drugs and therapeutics. It's really awesome. And then we do some eCommerce stuff where people are just looking at, you know, how do I figure out what are similar things on similar websites, right. For, for search companies. So >>Awesome. Take me through the profile of your customer. You have the mix of business. Can you break down the, the target of the small, medium size enterprise, large all the above. >>Yeah. So mission started working with a lot of startups and SMBs and then as we've grown and become, you know, a much larger company that has all the different focus areas, we started to get into enterprise as well and help a lot of pretty well known enterprises out there that are, you know, not able to find the staff that they need and really want to get into >>The cloud. I wanted to dig into the staffing issues and also to the digital transformation journey. Okay. It okay. We all kind of know what's turning into the more dashboards, more automation, DevOps, cloud, native applications. All good. Yeah. And I can see that journey path. Now the reality is how do you get people who are gonna be capable of doing the ML, doing the DevOps dev sec ops. But what about cyber security? I mean is a ton of range of issues that you gotta be competent on to kind of survive in this multi-disciplined world, just to the old days of I'm the top of rack switch guy is over. >>Absolutely. Yeah. You know, it's a really good question. It's really hard. And that's why, you know, AWS has built out that partner ecosystem because they know companies can't hire enough people to do that. You know, if you look at just a migration into a data lake, you know, on-prem often you had one guy doing it, but if you want to go to the cloud, it's like you said, right, you need a security guy. You need to have a data architect. You need to have a cloud architect. You need to have a data engineer. So, you know, in the old days maybe you needed one guy. Now you have to have five. And so that's really why partners are valuable to customers is we're able to come in, bring those resources, get everything done quickly, and then, you know, turn >>It over. Yeah. We were talking again before we came on camera here live, you, you guys have a service led business, but the rise of MSPs managed service providers is huge. We're seeing it everywhere mainly because the cloud actually enables that you're seeing it for things like Kubernetes, serverless, certain microservices have certain domain expertise and people are making a living, providing great managed services. You guys have managed services. What's that phenomenon. Do you agree with it? And how do you, why did that come about and what, how does it keep going? Is it a trend or is it a one trick pony? >>I think it's a trend. I mean, what you have, it's the same skills gap, right? Is companies no longer want that single point of failure? You know, we have a pool model with our managed services where your team's working with a group of people. And so, you know, we have that knowledge and it's spread out. And so if you're coming in and you need help with Kubernetes, we got a Kubernetes guy in that pool to help you, right. If you need, you know, data, we got a data guy. And so it just makes it a lot easier where, Hey, I can pay the same as one guy and get a whole team of like 12 people that can be interchangeable onto my project. So, you know, I think you're gonna see managed services continue to rise and companies, you know, just working in that space. >>Do you see a new skill set coming? That's kind of got visibility right now, but not full visibility. That's going to be needed. I asked this because the environment's changing for the better obviously, but you're seeing companies that are highly valued, like data bricks, snowflake, they're getting killed on valuation. So they gotta have a hard time retaining talent. In my opinion, my opinion probably be true, but you know, you can't, you know, if you're data breach, you can't raise that 45 billion valuation try to hire senior people. They're gonna be underwater from day one. So there's gonna be a real slow down in these unicorns, these mega unicorns, deck, unicorns, whatever they're called because they gotta refactor the company, stock equity package. They attract people. So they gotta put them on a flat foot. And the next question is, do they actually have the juice, the goods to go to the new market? That's another question. So what I mean, what's your take on you're in the trenches. You're in the front lines. >>Yeah, that's a great question. I mean, and it's hard for me to think about whether they have the juice. I think snowflake and data bricks have been great for the market. They've come in. They've innovated, you know, snowflake was cloud native first. So they were built for the cloud. And what that's done is push all the hyperscalers to improve their products, right. AWS has gone through and you know, drastically over the last three years, improved Redshift. Like, I mean it's night and day from three years ago. Did, >>And you think snowflake put that pressure on them? >>Snowflake. Absolutely. Put that pressure on them. You know, I don't know whether they would've gotten to that same level if snowflake wasn't out there stealing market share. But now when you look at it, Redshift is much cheaper than snowflake. So how long are people gonna pay that tax to have snowflake versus switching over snowflakes? >>Got a nice data. Clean room, had some nice lock in features. Only on snowflake. The question is, will that last clean room? I see you smiling. Go ahead. >>Clean. Room's a concept that was actually made by Google. I know Snowflake's trying to capture it as their own, but, but Google's the one that actually launched the clean room concept because of marketing and, and all of that. >>Google also launches semantic layer, which Snowflake's trying to copy that. Does that, what does that mean to you when you hear the word semantic layer? What does that mean? >>And semantic layer just is really all about meta tags, right? How am I going through to figure out what data do I actually have in my data lake so that I can pull it for whatever I'm trying to do, whether it's dashboarding or whether it's machine learning. You're just trying to organize your data better. >>Ryan, you should be a cue post. You're like a masterclass here in, in it and cloud native. I gotta ask you since you're here, since we're having the masterclass being put in a clinic here, lot of clients are confused between how to handle the control plane and the data plane cause machine learning right now is at an all time high. You're seeing deep racer. You're seeing robotic space, all driving by machine learning. SW. He said it today, the, the companion coder, right? The, the code whisperer, that's only gonna get stronger. So machine learning needs data. It feeds on data. So everyone right now is trying to put data in silos. Okay? Cause they think, oh, compliance, you gotta create a data plane and a control plane that makes it highly available. So that can be shared >>Right >>Now. A lot of people are trying to own the data plane and some are trying to own the control plane or both. Right? What's your view on that? Because I see customers say, look, I want to own my own data cause I can control it. Control plane. I can maybe do other things. And some are saying, I don't know what to do. And they're getting forced to take both to control plane and a data plane from a vendor, right? What's your, what's your reaction to that? >>So it's pretty interesting. I actually was presenting at a tech target conference this week on exactly this concept, right, where we're seeing more and more words out there, right? It was data warehouse and it was data lake and it's lake house. And it's a data mesh and it's a data fabric. And some of the concepts you're talking about really come into that data, match data fabric space. And you know, what you're seeing is data's gonna become a product right, where you're gonna be buying a product and the silos yes. Silos exist. But what, what companies have to start doing is, and this is the whole data mesh concept is, Hey yes, you finance department. You can own your silo, but now you have to have an output product. That's a data product that every other part of your company can subscribe to that data product and use it in their algorithms or their dashboard so that they can get that 360 degree view of the customer. So it's really, you know, key that, you know, you work within your business. Some business are gonna have that silo where the data mesh works. Great. Others are gonna go. >>And what do you think about that? Because I mean, my thesis would be, Hey, more data, better machine learning. Right. Is that the concept? >>So, or that's a misconception or, >>Okay. So what's the, what's the rationale to share the data like that and data mission. >>So having more of the right data here, it is improves. Just having more data in general, doesn't improve, right? And often the problem is in the silos you're getting to is you don't have all the data you want. Right. I was doing a big project about shipping and there's PII data. When you talk about shipping, right? Person's addresses, that's owned by one department and you can't get there. Right. But how am I supposed to estimate the cost of shipping if I can't get, you know, data from where a person lives. Right. It's just >>Not. So none of the wrinkle in the equation is latency. Okay. The right data at the right time is another factor is that factored into data mesh versus these other approaches. Because I mean, you can, people are streaming data. I get that. We're seeing a lot of that. But talking about getting data fast enough before the decisions are made, is that an issue or is this just BS? >>I'm going with BS. Okay. So people talk about real time real. Time's great if you need it, but it's really expensive to do. Most people don't need real time. Right. They're really looking for, I need an hourly dashboard or I need a daily dashboard. And so pushing into real time, just gonna be an added expense that you don't >>Really need. Like cyber maybe is that not maybe need real time. >>Well, cyber security add. I mean, there's definitely certain applications that you need real time, >>But don't over invest in fantasy if you don't need an an hour's fine. Right, >>Right. Yeah. If you're, if you're a business and you're looking at your financials, do you need your financials every second? Is that gonna do anything for you? Got >>It. Yeah. Yeah. And so this comes back down to data architecture. So the next question I asked, cause I had a great country with the Fiddler AI CEO, CEO earlier, and he was at Facebook and then Pinterest, he was a data, you know, an architect and built everything. He said themselves. We were talking about all the stuff that's available now are all the platforms and tools available to essentially build the next Facebook if someone wanted to from scratch. I mean, hypothetically thought exercise. So the ability to actually ramp up and code a complete throwaway and rebuild from the ground up is possible. >>Absolutely. >>And so the question is, okay, how do you do it? How long would it take? I mean, in an ideal scenario, not, you know, make some assumptions here, you got the budget, you got the people, how long to completely roll out a brand new platform. >>Now it's funny, you asked that because about a year ago I was asked that exact same question by a customer that was in the religious space that basically wanted to build a combination of Facebook, Netflix, and Amazon altogether for the religious space, for religious goods and you know, church sermons, we estimated for him about a year and about $9 million to do it. >>I mean, that's a, that's a, a round these days. Yeah. Series a. So it's possible. Absolutely. So enterprises, what's holding them back, just dogma process, old school legacy, or are people taking the bold move to take more aggressive, swiping out old stuff and just completely rebuilding? Or is it a talent issue? What's the, what's the enterprise current mode of reset, >>You know, I think it really depends on the enterprise and their aversion to risk. Right. You know, some enterprises and companies are really out there wanting to innovate, you know, I mean there's companies, you know, an air conditioning company that we worked with, that's totally, you know, nest was eaten all their business. So they came in and created a whole T division, you know, to, to chase that business, that nest stole from them. So I think it, I think often a company's not necessarily gonna innovate until somebody comes in and starts stealing their >>Lunch. You know, Ryan, Andy, Jess, we talked about this two reinvents ago. And then Adam Eski said the same thing this year on a different vector, but kind of building on what Andy Jessey said. And it's like, you could actually take new territory down faster. You don't have to kill the old, no I'm paraphrasing. You don't have to kill the old to bring in the new, you can actually move on new ideas with a clean sheet of paper if you have that builder mindset. And I think that to me is where I'm seeing. And I'd love to get your reaction because if you see an opportunity to take advantage and take territory and you have the right budget time and people, you can get it. Oh absolutely. It's gettable. So a lot of people have this fear of, oh, we're, that's not our core competency. And, and they they're the frog and boiling water. >>You know, my answer to that is I think part of it's VCs, right? Yeah. VCs have come in and they see the value of a company often by how many people you hire, right. Hire more people. And the value is gonna go up. But often as a startup, you can't hire good people. So I'm like, well, why are you gonna go hire a bunch of random people? You should go to a firm like ours that knows AWS and can build it quickly for you, cuz then you're gonna get to the market faster versus just trying to hire a bunch of people in >>Someone. Right. I really appreciate you coming on. I'd love to have you back on the cube again, sometime your expertise and your insights are awesome. Give a commercial for the company, what you guys are doing, who you're looking for, what you want to do, hiring or whatever your goals are. Take a minute to explain what you guys are doing and give a quick plug. >>Awesome. Yeah. So mission cloud, you know, we're a premier AWS consulting firm. You know, if you're looking to go to AWS or you're in AWS and you need help and support, we have a full team, we do everything. Resell, MSP professional services. We can get you into the cloud optimize. You make everything run as fast as possible. I also have a full machine learning team. Since we're here at re Mars, we can build you models. We can get 'em into production, can make sure everything's smooth. The company's hiring. We're looking to double in size this year. So, you know, look me up on LinkedIn, wherever happy to, to take, >>You mentioned the cube, you get a 20% discount. He's like, no, I don't approve that. Thanks for coming on the key. Really appreciate it. Again. Machine learning swaping said on stage this, you can be a full time job just tracking just the open source projects. Never mind all the different tools and like platform. So I think you're gonna have a good, good tailwind for your business. Thanks for coming on the queue. Appreciate it. Ryan Reese here on the queue. I'm John furry more live coverage here at re Mars 2022. After this short break, stay with us.

>>Okay, welcome back everyone. This is the Cube's coverage here in Las Vegas. Back at events re Mars, Amazon re Mars. I'm your host, John fur with the cube. Mars stands for machine learning, automation, robotics, and space. It's great event brings together a lot of the industrial space machine learning and all the new changes in scaling up from going on the moon to, you know, doing great machine learning. And we've got two great guests here with kinda called lunar outpost, Justin Sears, CEO, Lauren, man. He's the co-founder and chief strategy officer lunar outpost. They're right next to us, watching their booth. Love the name, gentlemen. Welcome to the cube. >>Yeah. Thanks for having us, John. >>All right. So lunar outpost, I get the clues here. Tell us what you guys do. Start with that. >>Absolutely. So lunar outpost, we're a company based outta Colorado that has two missions headed to the moon over the course of the next 24 months. We're currently operating on Mars, which forest will tell you a little bit more about here in a second. And we're really pushing out towards expanding the infrastructure on the lunar surface. And then we're gonna utilize that to provide sustainable access to other planetary bodies. >>All right, far as teeing it up for you. Go, how cool is this? We don't, we wanna use every minute. What's the lunar surface look like? What's the infrastructure roads. You gonna pave it down. You what's going on. Well, >>Where we're going. No one has ever been. So, um, our first mission is going to Shackleton connecting Ridge on the south pole, the moon, and that's ripe to add infrastructure such as landing pads and other things. But our first Rover will be primarily driving across the surface, uh, exploring, uh, what the material looks like, prospecting for resources and testing new technologies. >>And you have a lot of technology involved. You're getting data in, you're just doing surveillance. What's the tech involved there. >>Yeah. So the primary technology that we're demonstrating is a 4g network for NOK. Um, we're providing them mobility services, which is basically like the old Verizon commercial. Can you hear me now? Uh, where the Rover drives farther and farther away from the Lander to test their signal strength, and then we're gonna have some other payloads ride sharing along with us for the ride >>Reminds me the old days of wifi. We used to call it war drive and you go around and try to find someone's wifi hotspot <laugh> inside the thing, but no, this is kind of cool. It brings up the whole thing. Now on lunar outpost, how big is the company? What's how what's to some of the stats heres some of the stats. >>Absolutely. So lunar outpost, 58 people, uh, growing quite quickly on track to double. So any of you watching, you want a job, please apply <laugh>. But with lunar outpost, uh, very similar to how launch companies provide people access to different parts of space. Lunar outpost provides people access to different spots on planetary bodies, whether it's the moon, Mars or beyond. So that's really where we're starting. >>So it's kinda like a managed service for all kinds of space utilities. If you kind of think about it, you're gonna provide services. Yeah, >>Absolutely. Yeah. It, it's definitely starting there and, and we're pushing towards building that infrastructure and that long term vision of utilizing space resources. But I can talk about that a little bit more here in a sec. >>Let's get into that. Let's talk about Mars first. You guys said what's going on with >>Mars. Absolutely. >>Yeah. So right now, uh, lunar outpost is part of the science team for, uh, Moxi, which is an instrument on the perseverance Rover. Yeah. Moxi is the first demonstration of space resource utilization on another planet. And what space resource utilization is basically taking resources on another planet, turning them into something useful. What Moxi does is it takes the CO2 from the atmosphere of Mars and atmosphere of Mars is mostly CO2 and it uses a process called solid oxide electrolysis to basically strip oxygen off of that CO2 to produce oh two and carbon monoxide. >>So it's what you need to self sustain on the surface. >>Exactly. It's not just sustaining, um, the astronauts, but also for producing oxygen for propellant. So it'll actually produce, um, it's a, it's a technology that'll produce a propellant for return rockets, um, to come back for Mars. So >>This is the real wildcard and all this, this, this exploration is how fast can the discoveries invent the new science to provide the life and the habitat on the surface. And that seems to be the real focus in the, in the conversations I heard on the keynote as well, get the infrastructure up so you can kinda land and, and we'll pull back and forth. Um, where are we on progress? You guys have the peg from one zero to 10, 10 being we're going, my grandmother's going, everyone's going to zero. Nothing's moving. >>We're making pretty rapid >>Progress. A three six, >>You know, I'll, I'll put it on an eight, John an >>Eight, I'll put it on >>Eight. This is why the mission force was just talking about that's launching within the next 12 months. This is no longer 10 years out. This is no longer 20 years away, 12 months. And then we have mission two shortly after, and that's just the beginning. We have over a dozen Landers that are headed to line surface this decade alone and heavy lift Landers and launchers, uh, start going to the moon and coming back by 2025. >>So, and you guys are from Colorado. You mentioned before you came on camera, right with the swap offices. So you got some space in Colorado, then the rovers to move around. You get, you get weird looks when people drive by and see the space gear. >>Oh yeah, definitely. So we have, um, you know, we have our facility in golden and our Nevada Colorado, and we'll take the vehicles out for strolls and you'll see construction workers, building stuff, and looking over and saying, what's >>Good place to work too. So you're, you're hiring great. You're doubling on the business model side. I can see a lot of demand. It's cheaper to launch stuff now in space. Is there becoming any rules of engagement relative to space? I don't wanna say verified, but like, you know, yet somehow get to the point where, I mean, I could launch a satellite, I could launch something for a couple hundred grand that might interfere with something legitimate. Do you see that on the radar because you guys are having ease of use so smaller, faster, cheaper to get out there. Now you gotta refine the infrastructure, get the services going. Is there threats from just random launches? >>It's a, it's a really interesting question. I mean, current state of the art people who have put rovers on other planetary bodies, you're talking like $3 billion, uh, for the March perseverance Rover. So historically there hasn't been that threat, but when you start talking about lowering the cost and the access to some of these different locations, I do think we'll get to the point where there might be folks that interfere with large scale operations. And that's something that's not very well defined in international law and something you won't really probably get any of the major space powers to agree to. So it's gonna be up to commercial companies to operate responsibly so we can make that space sustainable. And if there is a bad actor, I think it they'll weed themselves out over time. >>Yeah. It's gonna be of self govern, I think in the short term. Good point. Yeah. What about the technology? Where are we in the technology? What are some of the big, uh, challenges that we're overcoming now and what's that next 20 M stare in terms of the next milestone? Yeah, a tech perspective. >>Yeah. So the big technology technological hurdle that has been identified by many is the ability to survive the LUN night. Um, it gets exceptionally cold, uh, when the sun on the moon and that happens every 14 days for another, for, you know, for 14 days. So these long, cold lunar nights, uh, can destroy circuit boards and batteries and different components. So lunar outpost has invested in developing thermal technologies to overcome this, um, both in our offices, in the United States, but we also have opened a new office in, uh, Luxembourg in Europe. That's focusing specifically on thermal technologies to survive the lunar night, not just for rovers, but all sorts of space assets. >>Yeah. Huge. That's a hardware, you know, five, nine kind of like meantime between failure conversation, right. >><laugh> and it's, it gets fun, right? Because you talk five nines and it's such like, uh, you know, ingrained part of the aerospace community. But what we're pitching is we can send a dozen rovers for the cost of one of these historical rovers. So even if 25% of 'em fail, you still have eight rovers for the cost of one of the old rovers. And that's just the, economy's a scale. >>I saw James Hamilton here walking around. He's one of the legendary Amazonians who built out the data center. You might come by the cube. That's just like what they did with servers. Hey, if one breaks throw it away. Yeah. Why buy the big mainframe? Yeah. That's the new model. All right. So now about, uh, space space, that's a not space space, but like room to move around when you start getting some of these habitats going, um, how does space factor into the size of the location? Um, cuz you got the, to live there, solve some of the thermal problems. How do I live on space? I gotta have, you know, how many people gonna be there? What's your forecast? You think from a mission standpoint where there'll be dozens of people or is it still gonna be small teams? >>Yeah. >>Uh, what's that look like? >>I mean you >>Can guess it's okay. >>I mean, my vision's thousands of people. Yep. Uh, living and working in space because it's gonna be, especially the moon I think is a destination that's gonna grow, uh, for tourism. There's an insane drive from people to go visit a new destination. And the moon is one of the most unique experiences you could imagine. Yep. Um, in the near term for Artis, we're gonna start by supporting the Artis astronauts, which are gonna be small crews of astronauts. Um, you know, two to six in the near term. >>And to answer your question, uh, you know, in a different way, the habitat that we're actually gonna build, it's gonna take dozens of these robotic systems to build and maintain over time. And when we're actually talking, timelines, force talks, thousands of people living and working in space, I think that's gonna happen within the next 10 to 15 years. The first few folks are gonna be on the moon by 2025. And we're pushing towards having dozens of people living and working in space and by 2030. >>Yeah. I think it's an awesome goal. And I think it's doable question I'll have for you is the role of software in all this. I had a conversation with, uh, space nerd and we were talking and, and I said open sources everywhere now in the software. Yeah. How do you repair in space? Does you know, you don't want to have a firmware be down. So send down backhoe back to the United States. The us, wait a minute, it's the planet. I gotta go back to earth. Yeah. To get apart. So how does break fix work in space? How, how do you guys see that problem? >>So this one's actually quite fun. I mean, currently we don't have astronauts that can pick up a or change a tire. Uh, so you have to make robots that are really reliable, right. That can continuously operate for years at a time. But when you're talking about long-term repairs, there's some really cool ideas and concepts about standardization of some of these parts, you know, just like Lu knots on your car, right? Yeah. If everyone has the same Lu knots on their wheel, great. Now I can go change it out. I can switch off different parts that are available on the line surface. So I think we're moving towards, uh, that in the long >>Term you guys got a great company. Love the mission. Final question for both of you is I noticed that there's a huge community development around Mars, living on Mars, living on the moon. I mean, there's not a chat group that clubhouse app used, used to be around just kind of dying. But now it's when the Twitter spaces Reddit, you name it, there's a fanatical fan base that loves to talk about an engineer and kind of a collective intelligence, not, may not be official engineering, but they just love to talk about it. So there's a huge fan base for space. How does someone get involved if they really want to dive in and then how do you nurture that audience? How does that, is it developing? What's your take on this whole movement? It's it's beyond just being interested. It's it's become, I won't say cult-like but it's been, there's very, a lot of people in young people interested in space. >>Yeah. >>Yeah. There's, there's a whole, lots of places to get involved. There's, you know, societies, right? Like the Mar society there's technical committees, um, there's, you know, even potentially learning about these, you know, taking a space, resources master program and getting into the field and, and joining the company. So, um, we really, uh, thrive on that energy from the community and it really helps press us forward. And we hope to, uh, have a way to take everyone with us on the mission. And so stay tuned, follow our website. We'll be announcing some of that stuff soon. >>Awesome. And just one last, uh, quick pitch for you, John, I'll leave you with one thought. There are two things that space has an infinite amount of the first is power and the second is resources. And if we can find a way to access either of those, we can fundamentally change the way humanity operates. Yeah. So when you're talking about living on Mars long term, we're gonna need to access the resource from Mars. And then long term, once we get the transportation infrastructure in place, we can start bringing those resources back here to earth. So of course there are gonna be those people that sign up for that first mission out to Mars with SpaceX. But, uh, we'd love for folks to join on with us at lunar outpost and be a part of that kind of next leap accessing those resources. >>I love the mission, as always said, once in the cube, everything in star Trek will be invented someday. <laugh>, we're almost there except for the, the, uh, the transporter room. We don't have that done yet, but almost soon be there. All right. Well, thanks for coming. I, I really appreciate Justin for us for sharing. Great story. Final minute. Give a plug for the company. What are you guys looking for? You said hiring. Yep. Anything else you'd like to share? Put a plug in for lunar outpost. >>Absolutely. So we're hiring across the board, aerospace engineering, robotics engineering, sales marketing. Doesn't really matter. Uh, we're doubling as a company currently around 58 people, as we said, and we're looking for the top people that want to make an impact in aerospace. This is truly a unique moment. First time we've ever had continuous reliable operations. First time NASA is pushing really hard on the public private partnerships for commercial companies like ours to go out and create this sustainable presence on the moon. So whether you wanna work with us, our partner with us, we'd be excited to talk to you and, uh, yeah. Please contact us at info. Lunar outpost.com. >>We'll certainly follow up. Thanks for coming. I love the mission we're behind you and everyone else is too. You can see the energy it's gonna happen. It's the cube coverage from re Mars new actions happening in space on the ground, in the, on the moon you name it's happening right here in Vegas. I'm John furrier. Thanks for watching.

>>We're here live in Las Vegas with a cubes coverage of Amazon re Mars. It's a reinvent re Mars reinforced. The big three shows called the res. This is Mars machine learning, automation, robotic and space. It's a program about the future it and the future innovation around industrial cloud scale climate change the moon, a lot of great topics, really connecting all the dots together here in Las Vegas with Amazon re Mars I'm John ER, host of the cube. Our first guest is Howard Hughes program manager, necess Ryan program. Howard is involved with all the action and space and the moon project, which we'll get into Howard. Thanks for coming on the cube. >>Well, Hey, thanks for having me here this morning. Appreciate you guys inviting me here. >>So this show is not obvious to the normal tech observer, the insiders in, in the industry. It's the confluence of a lot of things coming together. It's gonna be obvious very soon because the stuff they're showing here is pretty impressive. It's motivating, it's positive and it's a force for change in good. All of it coming together, space, machine learning, robotics, industrial, you have one of the coolest areas, the space what's going on with your Orion program. You guys got the big moon project statement to >>Explain. Well, let me tell you, I'll start with Orion. Orion is our next human space craft. That's gonna take humans beyond low earth orbit and we're part of the broader Artis campaign. So Artis is our plan, our NASA plan to return the first person of color, first woman, back to the moon. And we're very excited to do that. We have several missions that I could talk to you about starting with in a very few months, Artis one. So Artis one is going to fly on the space launch system, which is gonna be the biggest rocket we call the mega rocket has been built since the Saturn five on top of the SLS is the Ryan spacecraft and that Ryan spacecraft houses four crew members for up to 21 days in deep space. And we'll have an unru test in a few months launch on the S SLS. And Orion's gonna go around the moon for up to 40 days on Aus two, we will have the first test of the humans on board Orion. So four people will fly on Aus two. We will also circle the moon for about 10 to 12 days. And then our third mission will be our landing. >>So the moon is back in play, obviously it's close to the earth. So it's a short flight, relatively speaking the Mars a little bit further out. I'll see everyone as know what's going on in Mars. A lot of people are interested in Mars. Moon's closer. Yes, but there's also new things going on around discovery. Can you share the big story around why the moon what's? Why is the moon so important and why is everyone so excited about it? >>Yeah. You, you know, you know, coming to this conference and talking about sustainability, you know, I mean it is exploration is I think ingrained in our DNA, but it's more than just exploration is about, you know, projecting human presence beyond our earth. And these are the stepping stones. You know, we talk about Amazon talked about day one, and I think about, we are on those very early days where we're building the infrastructure Ryans of transportation infrastructure, and we're gonna build infrastructure on the moon to learn how to live on a surface and how to utilize the assets. And then that's very important because you know, it's very expensive to carry fuel, to carry water and all the necessities that you need to survive as a human being and outer space. If you can generate that on the surface or on the planet you go to, and this is a perfect way to do it because it's very in your backyard, as I told you earlier. So for future mission, when you want to go to Mars, you're nine months out, you really wanna make sure you have the technologies and you're able to utilize those technologies robustly and in a sustainable way. >>Yeah, we were talking before you came on, came camera camping in your backyard is a good practice round. Before you go out into the, to the wilderness, this is kind of what's going on here, but there's also the discovery angle. I mean, I just see so much science going on there. So if you can get to the moon, get a base camp there, get set up, then things could come out of that. What are some of the things that you guys are talking about that you see as possible exploration upside? >>Yeah. Well, several things. One is power generation recently. We just released some contracts that from vision power, so long, sustainable power capability is very, very important. You know, the other technologies that you need utilize is regenerative, you know, air, water, things that are, you need for that, but then there's a science aspect of it, which is, you know, we're going to the south pole where we think there's a lot of water potentially, or, or available water that we can extract and utilize that to generate fuel. So liquid hydrogen liquid oxygen is one of the areas that are very interesting. And of course, lunar minerals are very exciting, very interesting to bring and, and, and be able to mine potentially in the future, depending on what is there. >>Well, a lot of cool stuff happening. What's your take on this show here, obviously NASA's reputation as innovators and deep technologists, you know, big moonshot missions, pun intended here. You got a lot of other explorations. What's this show bring together, share your perspective because I think the story here to me is you got walkout retail, like the Amazon technology, you got Watson dynamics, the dog, everyone loves that's walking on. Then you got supply chain, robotics, machine learning, and space. It all points to one thing, innovation around industrial. I think what, what, what's your, what's your, what's your take? >>You know, I think one of the things is, is, you know, normally we are innovating in a, in our aerospace industry. You know, I think there's so much to learn from innovation across all these areas you described and trying to pull some of that into the spacecraft. You know, when, when you're a human being sitting in spacecraft is more than just flying the spacecraft. You know, you have interaction with displays, you have a lot of technologies that you normally would want to interact with on the ground that you could apply in space to help you and make your tasks easier. And I think those are things that are really important as we look across, you know, the whole entire innovative infrastructure that I see here in this show, how can we extract some that and apply it in the space program? I think there is a very significant leveraging that you could do off of that. >>What are some of the look at what's going on in donors? What are some of the cool people who aren't following the day to day? Anything? >>Well, well, certainly, you know, the Artman's mission Artis campaign is one of the, the, the coolest things I could think of. That's why I came into, you know, I think wrapping around that where we are not only just going to a destination, but we're exploring, and we're trying to establish a very clear, long term presence that will allow us to engage. What I think is the next step, which is science, you know, and science and the, and the things that can, can come out of that in terms of scientific discoveries. And I think the cool, coolest thing would be, Hey, could we take the things that we are in the labs and the innovation relative to power generation, relative to energy development of energy technologies, robotics, to utilize, to help explore the surface. And of course the science that comes out of just naturally, when you go somewhere, you don't know what to expect. And I think that's what the exciting thing. And for NASA, we're putting a program, an infrastructure around that. I think that's really exciting. Of course, the other parts of NASA is science. Yeah. And so the partnering those two pieces together to accomplish a very important mission for everybody on planet earth is, is really important. >>And also it's a curiosity. People are being curious about what's going on now in space, cuz the costs are down and you got universities here and you got the, of robotics and industrial. This is gonna provide a, a new ground for education, younger, younger generation coming up. What would you share to teachers and potential students, people who wanna learn what's different about now than the old generation and what's the same, what what's the same and what's new. What's how does someone get their arms around this, their mind around it? Where can they jump in? This is gonna open up the aperture for, for, for talent. I mean with all the technology, it's not one dimensional. >>Yeah. I think what is still true is core sciences, math, you know, engineering, the hard science, chemistry, biology. I mean, I think those are really also very important, but what we're we're getting today is the amount of collaboration we're able to do against organically. And I think the innovation that's driven by a lot of this collaboration where you have these tools and your ability to engage and then you're able to, to get, I would say the best out of people in lots of different areas. And that's what I think one of the things we're learning at NASA is, you know, we have a broad spectrum of people that come to work for us and we're pulling that. And now we're coming to these kinds of things where we're kind getting even more innovation ideas and partnerships so that we are not just off on our own thinking about the problem we're branching out and allowing a lot of other people to help us solve the problems that >>We need. You know, I've noticed with space force too. I had the same kind of conversations around those with those guys as well. Collaboration and public private partnerships are huge. You've seen a lot more kind of cross pollination of funding, col technology software. I mean, how do you do break, fix and space at software, right? So you gotta have, I mean, it's gotta work. So you got security challenges. Yeah. This is a new frontier. It is the cybersecurity, the usability, the operationalizing for humans, not just, you know, put atypical, you know, scientists and, and, and astronauts who are, you know, in peak shape, we're talking about humans. Yeah. What's the big problem to solve? Is it security? Is it, what, what would you say the big challenges >>Are? Yeah. You know, I think information and access to information and how we interact with information is probably our biggest challenge because we have very limited space in terms of not only mass, but just volume. Yeah. You know, you want to reserve the space for the people and they, they need to, you know, you want maximize your space that you're having in spacecraft. And so I think having access to information, being able to, to utilize information and quickly access systems so you can solve problems cuz you don't know when you're in deep space, you're several months out to Mars, what problems you might encounter and what kind of systems and access to information you need to help you solve the problems. You know, both, both, both from a just unplanned kind of contingencies or even planned contingencies where you wanna make sure you have that information to do it. So information is gonna be very vital as we go out into deep >>Space and the infrastructure's changed. How has the infrastructure changed in terms of support services? I mean see, in the United States, just the growth of a aerospace you mentioned earlier is, is just phenomenal. You've got smaller, faster, cheaper equipment density, it solved the technology. Where's there gonna be the, the big game changing move movement. Where do you see it go? Is it AIST three? It kind of kicks in AIST ones, obviously the first one unmanned one. But where do in your mind, do you see key milestones that are gonna be super important to >>Watch? I think, I think, I think, you know, we've already, you know, pushed the boundaries of what we, we are, you know, in terms of applying our aerospace technologies for AIST one and certainly two, we've got those in, in work already. And so we've got that those vehicles already in work and built yeah. One already at the, at the Kennedy space center ready for launch, but starting with three because you have a lot more interaction, you gotta take the crew down with a Lander, a human landing system. You gotta build rovers. You've gotta build a, a capability which they could explore. So starting with three and then four we're building the gateway gateways orbiting platform around the moon. So for all future missions after Rist three, we're gonna take Aion to the gateway. The crew gets into the orbiting platform. They get on a human landing system and they go down. >>So all that interaction, all that infrastructure and all the support equipment you need, not only in the orbit of the moon, but also down the ground is gonna drive a lot of innovation. You're gonna have to realize, oh, Hey, I needed this. Now I need to figure out how to get something there. You know? And, and how much of the robotics and how much AI you need will be very interesting because you'll need these assistance to help you do your daily routine or lessen your daily routine. So you can focus on the science and you can focus on doing the advancing those technologies that you're gonna >>Need. And you gotta have the infrastructure. It's like a road. Yeah. You know, you wanna go pop down to the moon, you just pop down, it's already built. It's ready for you. Yep. Come back up. So just ease of use from a deployment standpoint is, >>And, and the infrastructure, the things that you're gonna need, you know, what is a have gonna look like? What are you gonna need in a habitat? You know, are, are you gonna be able to have the power that you're gonna have? How many station power stations are you gonna need? Right. So all these things are gonna be really, things are gonna be driven by what you need to do the mission. And that drives, I think a lot of innovation, you know, it's very much like the end goal. What are you trying to solve? And then you go, okay, here's what I need to solve to build things, to solve that >>Problem. There's so many things involved in the mission. I can imagine. Safety's huge. Number one, gotta be up safe. Yep. Space is dangerous game. Yes. Yeah. It's not pleasant there. Not for the faint of heart. As you say, >>It's not for the faint >>Heart. That's correct. What's the big safety concerns obviously besides blowing up and oxygen and water and the basic needs. >>I think, I think, you know, I think you, you said it very well, you know, it is not for the faint of heart. We try to minimize risk. You know, asset is one of the big, you're sitting under 8.8 million pounds of thrust on the launch vehicle. So it is going very fast and you're flying and you, and, and it's it's light cuz we got solid rocket motors too as well. Once they're lit. They're lit. Yeah. So we have a escape system on Orion that allows a crew to be safe. And of course we build in redundancy. That's the other thing I think that will drive innovation. You know, you build redundancy in the system, but you also think about the kind of issues that you would run into potentially from a safety perspective, you know, how you gonna get outta situation if you get hit by a meteor, right? Right. You, you, you are going through the band, Ellen belt, you have radiation. So you know, some of these things that are harsh on your vehicle and on, on the human side of this shop too. And so when you have to do these things, you have to think about what are you gonna protect for and how do you go protect for that? And we have to find innovations for >>That. Yeah. And it's also gonna be a really exciting air for engineering work. And you mentioned the data, data's huge simulations, running scenarios. This is where the AI comes in. And that seems to me where the dots connect from me when you start thinking about how to have, how to run those simulations, to identify what's possible. >>I think that's a great point, you know, because we have all this computing capability and because we can run simulations and because we can collect data, we have terabytes of data, but it's very challenging for humans to analyze at that level. So AI is one of the things we're looking at, which is trying to systematically have a process by which data is called through so that the engineering mind is only looking at the things and focus on things that are problematic. So we repeat tests, every flight, you don't have to look at all the terabytes of data of each test. You have a computer AI do that. And you allow yourself to look at just the pieces that don't look right, have anomalies in the data. Then you're going to do that digging, right. That's where the power of those kinds of technologies can really help us because we have that capability to do a lot of computing. >>And I think that's why this show to me is important because it, it, it shows for the first time, at least from my coverage of the industry where technology's not the bottleneck anymore, it's human mind. And we wanna live in a peaceful world with climate. We wanna have the earth around for a while. So climate change was a huge topic yesterday and how the force for good, what could come outta the moon shots is to, is to help for earth. >>Yeah. >>Yeah. Better understanding there all good. What's your take on the show. If you had to summarize this show, re Mars from the NASA perspective. So you, the essence space, what's the what's going on here? What's the big, big story. >>Yeah. For, for me, I think it's eyeopening in terms of how much innovation is happening across a spectrum of areas. And I look at various things like bossy, scientific robots that the dog that's walking around. I mean to think, you know, people are applying it in different ways and then those applications in a lot of ways are very similar to what we need for exploration going forward. And how do you apply some of these technologies to the space program and how do we leverage that? How do we leverage that innovation and how we take the innovations already happening organically for other reasons and how would those help us solve those problems that we're gonna encounter going forward as we try to live on another planet? >>Well, congratulations on a great assignment. You got a great job. I do super fun. I love being an observer and I love space. Love how at the innovations there. And plus space space is cool. I mean, how many millions of live views do you see? Everyone's stopping work to watch SpaceX land and NASA do their work. It's just, it's bringing back the tech vibe. You know what I'm saying? It's just, it's just, things are going you a good tailwind. Yeah. >>Congratulations. Thank you very much. >>Appreciate it on the, okay. This cube coverage. I'm John fur. You're here for the cube here. Live in Las Vegas back at reinvent reinforce re Mars, the reser coverage here at re Mars. We'll be back with more coverage after this short break.

>> TheCUBE presents Dell Technologies World, brought to you by Dell. >> Hey, welcome back to theCUBE's coverage day three. From the show floor of Dell Technologies World 2022. We've been here with about seven to 8,000 people. It's been outstanding since Monday night, Lisa Martin with Dave Vellante, and we have two of the ladies from Dell digital with us, excited to welcome Jaynene Hapanowicz and Betsy Davis, leaders in Dell digital, which is Dell's IT organization. Ladies, thanks for joining Dave and me. >> Thanks for having us. Great to be here. >> Jaynene, let's start with you. We've heard a lot this week about the need for IT leaders to think very meaningfully on how to leave a lasting legacy. How in today's dynamic environment do IT leaders do that? >> Yeah. Well look, let's start with IT leaders have a pretty tough job. You're trying to stabilize an environment. You're trying to take care of anomalies, security incidents. Like that's the blocking and tackling, except you also have to transform your organization at the same time. And I think it's really important that you build a strategy that enables you to do both those things. So you have to do, you have to do the blocking and tackling or you don't get a seat at the table, but the other things that you have to prioritize are things like building the business relationships, putting your customer at the center of what you do, and building great teams that trust you and you trust them to develop capabilities that you need for the future. And your strategy has to support both of those things. >> We've heard a lot about trust this week, specifically from Mr. Dell himself, Betsy you've spoken in the past about the need for IT and the business to collaborate. There has to be trust there. How do you advise folks to accomplish that true collaboration? >> Yeah, it's look, trust is so important and it's funny because last time we were here live at a CUBE session, we were talking about the product model, which is how we do things in Dell Digital now. And it's all focused on jointly with the business, agreeing on human-centered outcomes, starting small, iterating and together you deliver extraordinary things. And so over the last few years, building collaboration through that product model has done tremendous things. I would say what we're learning more about more recently is how to extend that. Especially when you're taking multiple legacy regional tools and globalizing them, how do you extend it to policies and processes? But what we're finding that's interesting is, the same principles apply, agree on outcomes. What are you going for? And then work through it together. You don't assign it to one side or the other. It's truly a collaboration exercise. >> You know, I want to comment. So Dell has a culture, obviously. Founder led company, chairman's name is on the name of the company, Say:Do ratio, trust, et cetera. It seems like Dell Digital has its own little culture going on. And the reason I say that is, when Jen felt was up on stage yesterday, I heard a lot of yelling, screaming, hooping, people were standing up. That didn't seem like a typical IT department thing. You know, that was pretty cool. So what's the Dell Digital culture like, is it just an extension? Is it? What's it like? >> Yeah, yeah. Well, I think our leader who we admire very much, which you saw yesterday has built a great leadership team and a culture that her leaders trust each other and that cascades down. And I think our employees, like all of our folks, they love working in Dell Digital, and they love working at Dell digital because we empower them to do their jobs. We let them work where they need to work, and we have, I think, great leadership at every level to really help people propel the company forward. We have a single mission and that mission is to make Dell better. >> I like the, thank you for that. I like the way Betsy, you were talking about the, I called the product mindset. >> Yep. >> As opposed to commonly in IT, there's a project mindset. Ah, I got another project to do. >> Yeah. >> Explain the difference. >> So a project is, some people might say waterfall, it's a very old school way of doing things where you say, okay, business give me requirements. They take six months, They come up with a list of requirements. Your IT team goes off and deliver in those requirements. And two years later you come back together and go, oh, that's not what we were looking for, and it's delayed by now. So product model is really focused on, hey, let's do short sprints. Let's agree the outcome, let's attempt to deliver it, but if we deliver it and then find out, oh, that's actually not what we were looking for, then you just iterate and you haven't wasted two and a half years. And it's also quite frankly, as a leader, it's a lot more fun to lead teams in that environment, because you're constantly getting wins and they're getting that constant reinforcement of look at the impact you're making for the business. Which is a great motivator for all of us at Dell Digital. >> Quick follow up if I may, is the enabler there a mindset or is it technology? Why are you able to do that? >> It's both. So part of what makes that possible, is our modern environment. Jaynene has done an incredible job, really building a modern toolkit for our developers that makes it easier to collaborate and move quickly and iterate. But so much of it is that product model mindset of, okay, what outcomes are we delivering? What's the smallest unit of work we can break that into and let's just go and iterate. >> And you put the user in the center, like it's so much easier to develop what a customer needs, if the customer is at the center of what you're trying to do, and you iterate from there. That wasn't the way that it has historically worked. >> So how do you advise it leaders to become transformational like this rather than traditional? Because I imagine those traditional ones, those businesses may not survive the changing times that we're living in, but being transformational that's a challenging mindset, especially for organizations that are legacy or history, have been there a while. Can you advise? >> I mean, you have to fire on all cylinders, that old people process and technology is actually still true. Building a great culture and building a culture of trust, super important, but you got to pull your folks along with you on a journey. You have to have leadership that buys into doing both transformation and running the business. You have to, your technology has to support what you're trying to do. You can't expect great outcomes from things that are 20 years old, You're not going to get it. And your processes, they have to be adjusted to reflect a cloud operating model. A lot of companies even struggle with that, because they're using processes from a decade ago, and they need to update those policies to reflect what it is to operate like a cloud, in a cloud. And how have you guys accelerated this culture and this mindset during the last couple of years where things just went crazy overnight? What was that acceleration like? 'Cause we talked about digital transformation acceleration with your customers, but you guys have had to transform too. >> Yeah, and you know, I look at it from a leadership angle. I think these last couple years have really given us an opportunity to take what we took in the product model of human-centered experiences for our customers and business partner, and really focus on, hey, we need to be human centered leaders. So in some ways that was easier to do with Dell because we were always very flexible on where people work, when they work, et cetera. But I think we've had the opportunity these last couple years to demonstrate, hey, it really is about our people first, we set our people up for success. We help them take care of their immediate needs, whether those be personal or work and everything else works out. And I think companies that keep that in the forefront and always approach things from a human center perspective, whether that's leadership or experiences in the product model, always come out ahead. >> How are you faring in the talent war? My specific question is, if I were younger and a perspective employee, how would you recruit me in terms of how you would nurture my career? What's my future look like? What would you tell me? >> Yeah, I, well, first of all, let's start with the talent war. That, I mean, look, it's real. Our folks are getting recruited like crazy too. Except I think there is a cultural aspect that really causes folks to pause. I also think enabling people to work where they want to work or where they need to work, it's both, that has helped us in our recruitment because the advantage of people do not want to go back to the office. Like, I don't know, I'm speaking for like probably myself and everybody I talk to. I just don't think people want to go back to the office, but we're benefiting from that, because we are actually drawing in talent from companies that are sending folks back to the office. And we gave our employees remotely great tools to be able to work from home. And that has all been a win for us in terms of retaining our staff and drawing in new talent. And I think the other thing and it's a very important point that you raise, is that the future is working in modern tool sets. And one of the things that we did and Jen spoke about yesterday, was around developers want to develop and you've got to give them the tools that they need to perform their jobs as quickly as possible, because digital transformation is ultimately about creating applications that drive business value. >> I think I'm the only one that probably here that wants to go back to the office. If I do one more Zoom call from home, I might go puke. >> I go to the office, but I'm like 15 minutes away, so. >> Oh, I'm about 30 seconds away to really look at my commute. Let's talk about from that cultural perspective and the great resignation, all the things that are going on. You talked about folks getting recruited, that flexibility of meeting your, as you said Jaynene meeting the employees where they are is the same culture that Dell has about meeting its customers where they are. And that's really kind of the foundation of a lot of the announcements that we've heard over the last few days, is really that flexibility to be able to deliver what a great customer experience and a great employee experience. I think to me, they're inextricably linked. >> So I totally agree. >> So this notion of work remotely, et cetera, great. Most people, like you said right now are saying I'm not going back. And I think some kind of hybrid is probably going to be the norm. >> Agree. >> That's cool. But we have a tendency to work longer laps times from home. And so there's that even weekends, it's like everybody's always on we should never get emails on Saturday, now I'm like, I got to look, of course spend an hour or two hour, whatever it is. So how do you balance that with folks? What do you tell people in your organization? >> Yeah, I mean, we're very focused on our employees having quality of life, now we're in IT. Like, let's be real. We have always worked weekends. But I think what we're really really being very thoughtful about, is that balance for our employees that we're not creating more stress in their lives. Like we want them to have a great quality experience. A lot of that happens with the technology that we have built under the covers, because that has allowed our developers to work less weekends and has allowed our folks to release independently, which is kind of in the world of IT, that's the utopia, you want to get to let folks work independently. And that has actually freed up the time for developers to have to work as if we all work together, and now they can work independently. And that has actually helped with quality of life. So it's, it is still though a combination of all those things. It is also having leadership team that values that. And I think that's what we have. >> What's cool about this conversation. We're talking about IT, we haven't even, we haven't talked tech. Now are you guys techies? >> Yeah. >> You are? >> Yeah. >> Okay. So one of the things, I was in one of these private analyst meetings, a handful of analysts with (indistinct) and I was asking her about the cloud migration, that's a lot of CIOs top priority. It's obviously, her response essentially was, yeah, well, we are modernizing our infrastructure, That's essentially our cloud. We've got our own cloud. I wonder if you could like double click on that a little bit. 'Cause security number one for most IT organizations, cloud number two, she translated that into, way I interpret that data is modernization. I wonder if you could give us your perspective on that. >> I think the first thing as you map out, hey, what do we want our modern environment to be? And you make those technology decisions, just like with our people, we need to design optionality in and make sure that we stay as flexible and nimble as we can. The same is true for our technology environment. So that's why you see whether we're talking about what we offer to our customers or how we're modernizing our environment. We want to make sure we've got flexibility and optionality because what we do all know is we don't know what the future will bring. >> How did you guys get into tech? When did you fall in love with technology? >> How many years ago? >> No, like, like what was, was there something in your life that like appealed to you or? >> It's actually really funny story. My father was a mainframe programmer, so. >> Okay, So he was doing COBOL. >> I swear I wanted nothing to do with it. And then I found myself in those shoes. >> Yeah. Horrible. >> Yeah, horrible. >> It's in your DNA. >> I think so. I think so. >> Okay. So you just, when things started to get more modern. >> I just thought it was interesting. Like I'm almost 30 years in. Like I just thought it was really interesting. >> That's awesome. >> And I still think it is. >> How about you Betsy? >> I actually started on the business side, so I worked with IT through my 20 years at Dell. And when they started shifting to the product model, I was a business partner and I saw these incredible outcomes we were delivering to. And I'm like, oh, look at that cool technology. We were doing like optical character recognition to automate it. It was just, it was super cool. And you know, I'd known Jen for a long time and she said, well, why don't you come over to Dell Digital? And I did, it's been, it been a blast but I started as a business partner. >> But you, then you bring that understanding of the business the outcomes focused to the IT side. And that's probably why you guys make it sound like it's so simple to facilitate the IT business collaboration that so many businesses struggle with >> The magic is to make it simple. >> I agree. >> Yeah totally. >> It's not easy. >> No, it's not easy, but it's possible. >> Well, and that's what drives adoption. >> How have in our final minute or so here, how have the customers, we know what 15,000 customers globally, great customers on stage. We've had some customers on the show this week. How have they been influential in terms of the modernization of Dell Digital in especially the last two years, any interesting stories of customer influence you can share. >> In terms of our modernization efforts? >> Yeah. >> Yeah, I mean, look, we share all the time with customers on best practices in IT. And I would really say we have also moved an organization and solved many of the problems, the very problems our customers are trying to address through much of what we've developed within IT. And I think customers are very interested in learning from us and helping them on their own transformation journey. >> Excellent, ladies thank you so much for joining Dave and me talking about really what's under the covers of Dell Digital, but it's really about people, process and technologies and collaboration. >> That's right. >> Great use case (indistinct). We appreciate your time. >> We appreciate it back. >> Thanks for Dave Vellante. I'm Lisa Martin and you're watching theCube's coverage of Dell Technologies World, live from the show floor in Las Vegas. Stick around and be right back with our next guest. (gentle music)

>>Mm. >>Okay. Hello, and welcome to the Cubes Coverage of the International Women in Tech Showcase featuring National Women's Day. I'm John for a host of the Cube. We have a great guest here of any theory a PJ head of aerospace and satellite for A W S A P J s Asia Pacific in Japan. Great to have you on many thanks for joining us. Talk about Space and International Women's Day. Thanks for coming on. >>Thanks, John. It's such a pleasure to be here with you. >>So obviously, aerospace space satellite is an area that's growing. It's changing. AWS has made a lot of strides closure, and I had a conversation last year about this. Remember when Andy Jassy told me about this initiative to 2.5 years or so ago? It was like, Wow, that makes a lot of sense Ground station, etcetera. So it just makes a lot of sense, a lot of heavy lifting, as they say in the satellite aerospace business. So you're leading the charge over there in a p J. And you're leading women in space and beyond. Tell us what's the Storey? How did you get there? What's going on. >>Thanks, John. Uh, yes. So I need the Asia Pacific business for Clint, um, as part of Amazon Web services, you know, that we have in industry business vertical that's dedicated to looking after our space and space customers. Uh, my journey began really? Three or four years ago when I started with a W s. I was based out of Australia. Uh, and Australia had a space agency that was being literally being born. Um, and I had the great privilege of meeting the country's chief scientist. At that point. That was Dr Alan Finkel. Uh, and we're having a conversation. It was really actually an education conference. And it was focused on youth and inspiring the next generation of students. Uh, and we hit upon space. Um, and we had this conversation, and at that stage, we didn't have a dedicated industry business vertical at A W s well supported space customers as much as we did many other customers in the sector, innovative customers. And after the conversation with Dr Finkel, um, he offered to introduce me, uh, to Megan Clark, who was back back then the first CEO of the Australian Space Agency. So that's literally how my journey into space started. We had a conversation. We worked out how we could possibly support the Australian Space Agency's remit and roadmap as they started growing the industry. Uh, and then a whole industry whole vertical was set up, clinic came on board. I have now a global team of experts around me. Um, you know, they've pretty much got experience from everything creating building a satellite, launching a satellite, working out how to down link process all those amazing imagery that we see because, you know, um, contrary to what a lot of people think, Uh, space is not just technology for a galaxy far, far away. It is very much tackling complex issues on earth. Um, and transforming lives with information. Um, you know, arranges for everything from wildfire detection to saving lives. Um, smart, smart agriculture for for farmers. So the time of different things that we're doing, Um, and as part of the Asia Pacific sector, uh, my task here is really just to grow the ecosystem. Women are an important part of that. We've got some stellar women out here in region, both within the AWS team, but also in our customer and partner sectors. So it's a really interesting space to be. There's a lot of challenges. There's a lot of opportunities and there's an incredible amount of growth so specific, exciting space to be >>Well, I gotta say I'm super inspired by that. One of the things that we've been talking about the Cuban I was talking to my co host for many, many years has been the democratisation of digital transformation. Cloud computing and cloud scale has democratised and change and level the playing field for many. And now space, which was it's a very complex area is being I want kind of democratised. It's easier to get access. You can launch a satellite for very low cost compared to what it was before getting access to some of the technology and with open source and with software, you now have more space computing things going on that's not out of reach. So for the people watching, share your thoughts on on that dynamic and also how people can get involved because there are real world problems to solve that can be solved now. That might have been out of reach, but now it's cloud. Can you share your thoughts. >>That's right. So you're right, John. Satellites orbiting There's more and more satellites being launched every day. The sensors are becoming more sophisticated. So we're collecting huge amounts of data. Um, one of our customers to cut lab tell us that we're collecting today three million square kilometres a day. That's gonna increase to about three billion over the next five years. So we're already reaching a point where it's impossible to store, analyse and make sense of such massive amounts of data without cloud computing. So we have services which play a very critical role. You know, technologies like artificial intelligence machine learning. Help us help these customers build up products and solutions, which then allows us to generate intelligence that's serving a lot of other sectors. So it could be agriculture. It could be disaster response and recovery. Um, it could be military intelligence. I'll give you an example of something that's very relevant, and that's happening in the last couple of weeks. So we have some amazing customers. We have Max our technologies. They use a W S to store their 100 petabytes imagery library, and they have daily collection, so they're using our ground station to gather insight about a lot of changing conditions on Earth. Usually Earth observation. That's, you know, tracking water pollution, water levels of air pollution. But they're also just tracking, um, intelligence of things like military build up in certain areas. Capella space is another one of our customers who do that. So over the last couple of weeks, maybe a couple of months, uh, we've been watching, uh, images that have been collected by these commercial satellites, and they've been chronicling the build up, for instance, of Russian forces on Ukraine's borders and the ongoing invasion. They're providing intelligence that was previously only available from government sources. So when you talk about the democratisation of space, high resolution satellite images are becoming more and more ridiculous. Um, I saw the other day there was, uh, Anderson Cooper, CNN and then behind him, a screenshot from Capella, which is satellite imagery, which is very visible, high resolution transparency, which gives, um, respected journalists and media organisations regular contact with intelligence, direct intelligence which can help support media storytelling and help with the general public understanding of the crisis like what's happening in Ukraine. And >>I think on that point is, people can relate to it. And if you think about other things with computer vision, technology is getting so much stronger. Also, there's also metadata involved. So one of the things that's coming out of this Ukraine situation not only is tracking movements with the satellites in real time, but also misinformation and disinformation. Um, that's another big area because you can, uh, it's not just the pictures, it's what they mean. So it's well beyond just satellite >>well, beyond just satellite. Yeah, and you know, not to focus on just a crisis that's happening at the moment. There's 100 other use cases which were helping with customers around the globe. I want to give you a couple of other examples because I really want people to be inspired by what we're doing with space technology. So right here in Singapore, I have a company called Hero Factory. Um, now they use AI based on Earth observation. They have an analytics platform that basically help authorities around the region make key decisions to drive sustainable practises. So change detection for shipping Singapore is, you know, it's lots of traffic. And so if there's oil spills, that can be detected and remedy from space. Um, crop productivity, fruit picking, um, even just crop cover around urban areas. You know, climate change is an increasing and another increasing, uh, challenges global challenge that we need to tackle and space space technology actually makes it possible 15 50% of what they call e CVS. Essential climate variables can only be measured from space. So we have companies like satellite through, uh, one of our UK customers who are measuring, um, uh, carbon emissions. And so the you know, the range of opportunities that are out there, like you said previously untouched. We've just opened up doors for all sorts of innovations to become possible. >>It totally is intoxicating. Some of the fun things you can discuss with not only the future but solving today's problems. So it's definitely next level kind of things happening with space and space talent. So this is where you start to get into the conversation like I know some people in these major technical instance here in the US as sophomore second year is getting job offers. So there's a There's a there's a space race for talent if you will, um and women talent in particular is there on the table to So how How can you share that discussion? Because inspiration is one thing. But then people want to know what to do to get in. So how do you, um how do you handle the recruiting and motivating and or working with organisations to just pipeline interest? Because space is one of the things you get addicted to. >>Yeah. So I'm a huge advocate for science, technology, engineering, math. We you know, we highlights them as a pathway into space into technology. And I truly believe the next generation of talent will contribute to the grand challenges of our time. Whether that climate change or sustainability, Um, it's gonna come from them. I think I think that now we at Amazon Web services. We have several programmes that we're working on to engage kids and especially girls to be equipped with the latest cloud skills. So one of the programmes that we're delivering this year across Singapore Australia uh, we're partnering with an organisation called the Institute for Space Science, Exploration and Technology and we're launching a programme called Mission Discovery. It's basically students get together with an astronaut, NASA researcher, technology experts and they get an opportunity to work with these amazing characters, too. Create and design their own project and then the winning project will be launched will be taken up to the International space station. So it's a combination of technology skills, problem solving, confidence building. It's a it's a whole range and that's you know, we that's for kids from 14 to about 18. But actually it, in fact, because the pipeline build is so important not just for Amazon Web services but for industry sector for the growth of the overall industry sector. Uh, there's several programmes that were involved in and they range from sophomore is like you said all the way to to high school college a number of different programmes. So in Singapore, specifically, we have something called cloud Ready with Amazon Web services. It's a very holistic clouds killing programme that's curated for students from primary school, high school fresh graduates and then even earlier careers. So we're really determined to work together closely and it the lines really well with the Singapore government's economic national agenda, um so that that's one way and and then we have a tonne of other programmes specifically designed for women. So last year we launched a programme called She Does It's a Free online training learning programme, and the idea is really to inspire professional women to consider a career in the technology industry and show them pathways, support them through that learning process, bring them on board, help drive a community spirit. And, you know, we have a lot of affinity groups within Amazon, whether that's women in tech or a lot of affinity groups catering for a very specific niches. And all of those we find, uh, really working well to encourage that pipeline development that you talk about and bring me people that I can work with to develop and build these amazing solutions. >>Well, you've got so much passion. And by the way, if you have, if you're interested in a track on women in space, would be happy to to support that on our site, send us storeys, we'll we'll get We'll get them documented so super important to get the voices out there. Um and we really believe in it. So we love that. I have to ask you as the head of a PJ for a W S uh aerospace and satellite. You've you've seen You've been on a bunch of missions in the space programmes of the technologies. Are you seeing how that's trajectory coming to today and now you mentioned new generation. What problems do you see that need to be solved for this next generation? What opportunities are out there that are new? Because you've got the lens of the past? You're managing a big part of this new growing emerging business for us. But you clearly see the future. And you know, the younger generation is going to solve these problems and take the opportunities. What? What are they? >>Yes, Sometimes I think we're leaving a lot, uh, to solve. And then other times, I think, Well, we started some of those conversations. We started those discussions and it's a combination of policy technology. We do a lot of business coaching, so it's not just it's not just about the technology. We do think about the broader picture. Um, technology is transferring. We know that technology is transforming economies. We know that the future is digital and that diverse backgrounds, perspective, skills and experiences, particularly those of women minority, the youth must be part of the design creation and the management of the future roadmaps. Um, in terms of how do I see this going? Well, it's been sort of we've had under representation of women and perhaps youth. We we just haven't taken that into consideration for for a long time now. Now that gap is slowly becoming. It's getting closer and closer to being closed. Overall, we're still underrepresented. But I take heart from the fact that if we look at an agency like the US Mohammed bin Rashid Space Centre, that's a relatively young space agency in your A. I think they've got about three or 400 people working for them at this point in time, and the average age of that cohort John, is 28. Some 40% of its engineers and scientists are women. Um, this year, NASA is looking to recruit more female astronauts. Um, they're looking to recruit more people with disabilities. So in terms of changing in terms of solving those problems, whatever those problems are, we started the I guess we started the right representation mix, so it doesn't matter. Bring it on, you know, whether it is climate change or this ongoing crisis, productive. Um, global crisis around the world is going to require a lot more than just a single shot answer. And I think having diversity and having that representation, we know that it makes a difference to innovation outputs. We know that it makes a difference to productivity, growth, profit. But it's also just the right thing to do for so long. We haven't got it right, and I think if we can get this right, we will be able to solve the majority of some of the biggest things that we're looking at today. >>And the diversity of problems in the diversity of talent are two different things. But they come together because you're right. It's not about technology. It's about all fields of study sociology. It could be political science. Obviously you mentioned from the situation we have now. It could be cybersecurity. Space is highly contested. We dated long chat about that on the Last Cube interview with AWS. There's all these new new problems and so problem solving skills. You don't need to have a pedigree from Ivy League school to get into space. This is a great opportunity for anyone who can solve problems because their new No one's seen them before. >>That's exactly right. And you know, every time we go out, we have sessions with students or we're at universities. We tell them, Raise your voices. Don't be afraid to use your voice. It doesn't matter what you're studying. If you think you have something of value to say, say it. You know, by pushing your own limits, you push other people's limits, and you may just introduce something that simply hasn't been part of before. So your voice is important, and we do a lot of lot of coaching encouraging, getting people just to >>talk. >>And that in itself is a great start. I think >>you're in a very complex sector, your senior leader at AWS Amazon Web services in a really fun, exciting area, aerospace and satellite. And for the young people watching out there or who may see this video, what advice would you have for the young people who are trying to navigate through the complexities of now? Third year covid. You know, seeing all the global changes, um, seeing that massive technology acceleration with digital transformation, digitisation it's here, digital world we're in. >>It could >>be confusing. It could be weird. And so how would you talk to that person and say, Hey, it's gonna be okay? And what advice would you give? >>It is absolutely going to be okay. Look, from what I know, the next general are far more fluent in digital than I am. I mean, they speak nerd. They were born speaking nerd, so I don't have any. I can't possibly tell them what to do as far as technology is concerned because they're so gung ho about it. But I would advise them to spend time with people, explore new perspectives, understand what the other is trying to do or achieve, and investing times in a time in new relationships, people with different backgrounds and experience, they almost always have something to teach you. I mean, I am constantly learning Space tech is, um it's so complicated. Um, I can't possibly learn everything I have to buy myself just by researching and studying. I am totally reliant on my community of experts to help me learn. So my advice to the next generation kids is always always in this time in relationships. And the second thing is, don't be disheartened, You know, Um this has happened for millennia. Yes, we go up, then we come down. But there's always hope. You know, there there is always that we shape the future that we want. So there's no failure. We just have to learn to be resilient. Um, yeah, it's all a learning experience. So stay positive and chin up, because we can. We can do it. >>That's awesome. You know, when you mentioned the Ukraine in the Russian situation, you know, one of the things they did they cut the Internet off and all telecommunications and Elon Musk launched a star linked and gives them access, sending them terminals again. Just another illustration. That space can help. Um, and these in any situation, whether it's conflict or peace and so Well, I have you here, I have to ask you, what is the most important? Uh uh, storeys that are being talked about or not being talked about are both that people should pay attention to. And they look at the future of what aerospace satellite these emerging technologies can do for the world. What's your How would you kind of what are the most important things to pay attention to that either known or maybe not being talked about. >>They have been talked about John, but I'd love to see more prominent. I'd love to see more conversations about stirring the amazing work that's being done in our research communities. The research communities, you know, they work in a vast area of areas and using satellite imagery, for instance, to look at climate change across the world is efforts that are going into understanding how we tackle such a global issue. But the commercialisation that comes from the research community that's pretty slow. And and the reason it's loads because one is academics, academics churning out research papers. The linkage back into industry and industry is very, um, I guess we're always looking for how fast can it be done? And what sort of marginal profit am I gonna make for it? So there's not a lot of patients there for research that has to mature, generate outputs that you get that have a meaningful value for both sides. So, um, supporting our research communities to output some of these essential pieces of research that can Dr Impact for society as a whole, Um, maybe for industry to partner even more, I mean, and we and we do that all the time. But even more focus even more. Focus on. And I'll give you a small example last last year and it culminated this earlier this month, we signed an agreement with the ministry of With the Space Office in Singapore. Uh, so it's an MOU between AWS and the Singapore government, and we are determined to help them aligned to their national agenda around space around building an ecosystem. How do we support their space builders? What can we do to create more training pathways? What credits can we give? How do we use open datasets to support Singaporeans issues? And that could be claimed? That could be kind of change. It could be, um, productivity. Farming could be a whole range of things, but there's a lot that's happening that is not highlighted because it's not sexy specific, right? It's not the Mars mission, and it's not the next lunar mission, But these things are just as important. They're just focused more on earth rather than out there. >>Yeah, and I just said everyone speaking nerd these days are born with it, the next generations here, A lot of use cases. A lot of exciting areas. You get the big headlines, you know, the space launches, but also a lot of great research. As you mentioned, that's, uh, that people are doing amazing work, and it's now available open source. Cloud computing. All this is bringing to bear great conversation. Great inspiration. Great chatting with you. Love your enthusiasm for for the opportunity. And thanks for sharing your storey. Appreciate it. >>It's a pleasure to be with you, John. Thank you for the opportunity. Okay. >>Thanks, Manny. The women in tech showcase here, the Cube is presenting International Women's Day celebration. I'm John Ferrier, host of the Cube. Thanks for watching. Mm mm.

[Music] hello and welcome to this power panel where we go deep with three storage industry vets two from infinidat in an analyst view to find out what's happening in the high-end storage business and what's new with infinidat which has recently added significant depth to its executive ranks and we're going to review the progress on infinidat's infinibox ssa a low-latency all-solid state system designed for the most intensive enterprise workloads to do that we're joined by phil bullinger the chief executive officer of it finidet ken steinhardt is the field cto at infinidat and we bring in the analyst view with eric bergener who's the vice president of research infrastructure systems platforms and technologies group at idc all three cube alums gents welcome back to the cube good to see you thanks very much dave good to be here thanks david as always a pleasure phil let me start with you as i mentioned up top you've been top grading your team we covered the herzog news beefing up your marketing and also upping your game and emea and apj go to market recently give us the business update on the company since you became ceo earlier this year yeah dave i'd be happy to you know the uh i joined the company in january and it's been a it's been a fast 11 months uh exciting exciting times at infinidad as you know really beginning last fall the company has gone through quite a renaissance a change in the executive leadership team uh i was really excited to join the company we brought on you know a new cfo new chief human resources officer new chief legal officer operations head of operations and most recently as has been you know widely reported we brought in eric to head up our marketing organization as a cmo and then last week richard bradbury in in london to head up international sales so very excited about the team we brought together it's uh it's resulted in or it's been the culmination of a lot of work this year to accelerate the growth of infinidat and that's exactly what we've done it's the company has posted quarter after quarter of significant revenue growth we've been accelerating our rate and pace of adding large new fortune 500 global 2000 accounts and the results show it definitely the one of the most exciting things i think this year has been infinidat has pretty rapidly evolved from a single product line uh company around the infinibox architecture which is what made us unique at the start and still makes us very unique as a company and we've really expanded out from there on that same common software-defined architecture to the ssa the solid state array which we're going to talk about in some in some depth today and then our backup appliance our data protection appliance as well all running the same software and what we see now in the field uh many customers are expanding quickly beyond you know the traditional infinibox business uh to the other parts of our portfolio and our sales teams in turn are expanding their selling motion from kind of an infinibox approach to a portfolio approach and it's it's really helping accelerate the growth of the company yeah that's great to hear you really got a deep bench and of course you you know a lot of people in the industry so you're tapping a lot of your your colleagues okay let's get into the market i want to bring in uh the analyst perspective eric can you give us some context when we talk about things like ultra low latency storage what's the market look like to you help us understand the profile of the customer the workloads the market segment if you would well you bet so i'll start off with a macro trend which is clearly there's more real-time data being captured every year in fact by 2024 24 of all of the data captured and stored will be real-time and that puts very different performance requirements on the storage infrastructure than what we've seen in years past a lot of this is driven by digital transformation we've seen new workload types come in big data analytics real-time big data analytics and obviously we've got legacy workloads that need to be handled as well one other trend i'll mention that is really pointing up this need for low latency consistent low latency is workload consolidation we're seeing a lot of enterprises look to move to fewer storage platforms consolidate more storage workloads onto fewer systems and to do that they really need low latency consistent low latency platforms to be able to achieve that and continue to meet their service level agreements great thank you for that all right ken let's bring you into the conversation steiny what are the business impacts of of latency i want you to help us understand when and why is high latency a problem what are the positive impacts of having a consistent low latency uh opportunity or option and what kind of workloads and customers need that right the world has really changed i mean when when dinosaurs like me started in this industry the only people that really knew about performance were the people in the data center and then as things moved into online computing over the years then people within your own organization would care about performance if things weren't going well and it was really the erp revolution the 1990s that sort of opened uh people's eyes to the need for performance particularly for storage performance where now it's not just your internal users but your suppliers are now seeing what your systems look like fast forward to today in a web-based internet world everyone can see with customer facing applications whether you're delivering what they want or not and to answer your question it really comes down to competitive differentiation for the users that can deliver a better user customer experience if you and i'm sure everybody can relate if you go online and try to place an order especially with the holiday season coming up if there's one particular site that is able to give you instantaneous response you're more likely to do business there than somebody where you're going to be waiting and it literally is that simple it used to be that we cared about bandwidth and we used to care about ios per second and the third attribute latency really has become the only one that really matters going forward we found that most customers tell us that these days almost anyone can meet their requirements for bandwidth and ios per second with very few outlying cases where that's not true but the ever unachievable zero latency instantaneous response that's always going to be able to give people competitive differentiation in everything that they do and whoever can provide that is going to be in a very good position to help them serve their customers better yeah eric that stat you threw out of 24 real time uh and that that sort of underscores the need but phil i wonder how how this fits if you could talk about how that fits into your tam expansion strategy i think that's the job of of every ceo is to think about the expanding the tam it seems like you know a lot of people might say it's not necessarily the largest market but it's strategic and maybe opens up some downstream opportunities is that how you're thinking about it or based on what ken just said you expect this to to grow over time oh we definitely expect it to grow uh dave you know the the history of infinidat has been around our infinibox product targeting the primary storage market at the at the higher end of that market you know it's we've enjoyed operating in a eight nine 10 billion dollar tan through the years and that it continues to grow and we continue to outpace market growth within that tam which is exciting what this uh what the ssa really does is it opens up a tier of workload performance that we see more and more emerging in the primary data center the infinibox classic infinibox architecture we have very very fast as we say it typically outperforms most of our all-flash uh array competitors but clearly there there are a tier of workloads that are growing in the data center that require very very tight tail latencies and and that segment is certainly growing it's where some of the most demanding workloads are on the infinibox ssa was really built to expand our participation in those segments of the market and as i mentioned up front at the same time also taking that that software architecture and moving it into the the data protection space as well which is a whole nother market space that we're opening up for the company so we really see our tam this year with more of the this portfolio approach expanding quite a bit eric how how do you see it well those real-time applications that you talked about that require that consistent ultra-low latency grow kind of in in parallel with that that time curve you know will they become a bigger part of that the the overall storage team and and the workload mix how does idc see it yeah so so they actually are going to be growing over time and a lot of that's driven by the fact of the expectations that um steinhart mentioned a little bit earlier just on the part of customers right what they expect when they interact with your i.t infrastructure so we see that absolutely growing going forward i will make a quick comment about you know when all flash arrays first hit back in 2012 um in the 10 years since they started shipping they now generate over 80 of the primary revenues out there in in the primary storage arena so clearly they've taken over an interesting aspect of what's going on here is that a lot of companies now write rfps specifically requiring an all-flash array and what's going to be interesting for infinidat is despite the fact that they could deliver better performance than many of those systems in the past they couldn't really go after the business where that rfp was written for an afa spec well now they'll certainly have the opportunity to do that in my estimation that's going to give them access to about an additional 5 billion in tam by 2025 so this is big for them as a company yeah that's a 50 increase in tamp so okay well eric you just set up my my follow-up question to you ken was going to be the tougher questions uh which we've you and i have had some healthy debates about this but i know you'll have answers so so for years you've argued that your cached architecture and magic sauce algorithms if i caught that could outperform all flash arrays we're using spinning disks so eric talked about the sort of check off item but are there other reasons for the change of heart why and why does the world need another afa doesn't this cut against your petabyte scale messaging i wonder if you could sort of add some color to that sure a great question and the good news is infinibox still does typically outperform all flash arrays but usually that's for average of latency performance and we're tending to get because we're a a caching architecture not a tiered architecture and we're caching to dram which is an order of magnitude faster than flash or even storage class memory technologies it's our software magic and that software defined storage approach that we've had that now effectively is extended to solid state arrays and some customers told us that you know we love your performance it's incredible but if you could let us effectively be confident that we're seeing you know some millisecond sub half millisecond performance consistently for every single io you're going to give us competitive differentiation and this is one of the reasons why we chose to call the product a solid state array as opposed to merely an all-flash array the more common ubiquitous term and it's because we're not dependent on a specific technology we're using dram we can use virtually any technology on the back end and in this case we've chosen to use flash but it's the software that is able to provide that caching to the front end dram that makes things different so that's one aspect is it's the software that really makes the difference it's been the software all along and still on this architecture still mentions going to across the multiple products it's still the software it's also that in that class of ultra high performance architecturally because it is based on the infinibox architecture we're able to deliver 100 availability which is another aspect that the market has evolved to come to expect and it's not rocket science or magic how we do it the godfather of computer science john von neumann all the way back in the 1950s theorized all the way back then that the right way to do ultra high availability and integrity in i.t systems of any type is in threes triple redundancy and in our case amazingly we're the only architecture that uses triple redundant active active components for every single mission critical component on the system and that gives a level of confidence to people from an availability perspective to go with that performance that is just unmatched in the market and then bring all of that together with a set it and forget it mentality for ease of use and simplicity of management and as phil mentioned being able to have a single architecture that can address now not only the ultra high performance but across the entire swath of as eric mentioned consolidation which is a key aspect as well driving this in addition to those real-time applications that he mentioned and even being able to take it down into our our infiniguard data protection device but all with the same common base of software common interface common user experience and unmatched availability and we've got something that we really think people are going to like and they've certainly been proving that of late well i was going to ask you you know what makes the the infinibox ssa different but i think you just laid it out but your contention is this is totally unique in the marketplace is that right ken yes indeed this is a unique architecture and i i literally as a computer scientist myself truly am genuinely surprised that no other vendor in the market has taken the wisdom of the godfather of computer science john von neumann and put it into practice except in the storage world for this particular architecture which transcends our entire realm all the way from the performance down to the data protection phil i mean you have a very wide observation space in this industry and a good strong historical perspective do you think the expectations for performance and this notion of ultra low latencies you know becoming more demanding is is there a parallel so first of all why is that we've talked about a little bit but is there a parallel to the way availability remember you could have escalated over the years um because it was such a problem and now it's really become table stakes and that last mile is so hard but what are your thoughts on that i i think i think absolutely dave you know the the hallmark of infinidat is this white glove concierge level customer experience that we deliver and it's it's affirmed uh year after year in unsolicited enterprise customer feedback uh above every other competitor in our space uh infinidat sets itself apart for this um and i think that's a big part of what continues to drive and fuel the growth and success of the company i just want to touch on a couple things that ken and and eric mentioned the ssa absolutely opens up our tan because we get to we get a lot more at bats now but i think a lot of the industry looks at infinidat as well those guys are are hard drive zealots right they've their architecture is all based on rotating disk that's what they believe in and it's a hybrid versus afa world out there and they were increasingly not on the right bus and that's just absolutely not true in that our our neural cache and what ken talked about what made us unique at the start i think actually only increasingly differentiates us going forward in terms of the the set it and forget it the intelligence of our architecture the ability of that dram based cache to adapt so dynamically without any knobs and and configuration changes to massive changes in workload scale and user scale and it does it with no drama in fact most of our customers the most common feedback we get is that your platform just kind of disappears into our data infrastructure we don't think about it we don't worry about it when we install an infiniti an infinidat rack our intentions are never to come back you know we're not there showing up with trays of disk under our arms trying to upgrade a mission-critical platform that's just not our model what the ssa does is it gives our customers choice it's not about infinidat saying that used to be the shiny object now this is our new shiny object please everybody now go buy that what where where we position our ssa is it's a it's a tco latency sla choice that they can make between exactly identical customer experiences so instead of an old hybrid and a new afa we've got that same software architecture set it and forget it the neural cache and customers can choose what back-end persistent store they want based on the tco and the sla that they want to deliver to a given set of applications so probably the most significant thing that i've seen happen in the last six months at infinidat is a lot of our largest customers the the fortune 15s the fortune 50s the fortune 100s who have been long-standing infinidat customers are now on almost every sort of re-tranche of or trancha purchase orders into us we're now seeing a mix we're seeing a mix of some ssa and some classic infinibox because they're mixing and matching in a given data center down a given row these applications need this sla these applications need this la and we're able to give them that choice and frankly we don't we don't intentionally try to steer them one direction or the other they they're smart they do the math they can pick and choose what experience they want knowing that irrespective of what front door they go through into the infinidat portfolio they're going to get that same experience so i'm hearing it's not just a an rfp check off item it's more than that the market is heading in that direction eric's data on on real time and we're certainly seeing that the data-driven applications the injection of ai and you know systems making decisions in in real time um and i i'm also hearing phil that you're building on your core principles i'm hearing the white glove service the media agnostic the set it and forget it sort of principles that you guys were founded on is you're carrying that through to this this opportunity we absolutely are in the reason and you ask a good question before and i want to more completely answer it i think availability and customer experience are incredibly important today more so than ever because data center economics and data center efficiency um are more important than ever before is as customers evaluate what workloads belong in the public cloud what workloads do i want on-prem irrespective of those decisions they're trying to optimize their their operational expenses their capex expenses and so one thing that infinidat has always excelled at is consolidation bringing multiple users multiple workloads into the same common platform in the data center it says floor space and watts and and uh you know storage administration resources but to do consolidation well you've got to be incredibly reliable and incredibly predictable without a lot of fuss and drama associated with it and so i think the thing that has made infinidat really strong through the years with being a very good consolidation platform is more important now than ever before in in the enterprise storage space because it is really about data center efficiency and uh administration efficiency associated with that yeah thank you for that phil now actually ken let me come back to you i want to ask you a question about consolidation and you and i and and doc our business friend rest his soul have had some some great conversations about this over time but but as you consolidate people are sometimes worried about the blast radius could you address that concern sure well um phil alluded to software and uh it is the cornerstone of everything we bring to the table and it's not just that deep learning that transcends all the intelligence phil talked about in terms of that full wide range of product it's also protection of data across multiple sites and in multiple ways so we were very fortunate in that when we started to create this product since it is a modern product we got to start with a clean sheet of paper and basically look at everything that had been done before and even with some of the very people who created some of the original software for replication in the market were able to then say if i could do it again how would i do it today and how would it be better so we started with local replication and snapshot technology which is the foundation for being able to do full active active replication across two sites today where you can have true zero rpo no data loss even in the face of any kind of failure of a site of a server of a network of a storage device of a connection as well as zero rto immediate consistent operation with no human intervention and we can extend from that out to remote sites literally anywhere in the world in multiples where you can have additional copies of information and at any of them you can be using not only for protection against natural disasters and floods and things like that but from a cyber security perspective immutable snapshots being able to provide data that you know the bad actors can't compromise in multiple locations so we can protect today against virtually any kind of failure scenario across the swath of infinibox or infinibox ssa you can even connect infinite boxes and infinibox ssas because they are the same architecture exactly as phil said what we're seeing is people deploying mostly infinibox because it addresses the wide swath from a consolidation perspective and usually just infinibox ssa for those ultra high performance environments but the beauty of it is it looks feels runs and operates as that one single simple environment that's set it and forget it and just let it run okay so you can consolidate with with confidence uh let's end with the the independent analyst perspective eric you know how do you see this offering what do you think it means for the market is this a new category is it an extension to an existing space how do you look at that uh so i don't see it as a new category i mean it clearly falls into the current definition of afas i think it's more important from the point of view of the customer base that likes this architecture likes the availability the functionality the flexibility that it brings to the table and they can leverage it with tier zero workloads which was something that in the past they didn't have that latency consistency to do that you know i'll just make one one final comment on the software side as well so the reason software is eating the world mark andreessen is basically because of the flexibility the ease of use and the economics and if you take a look at how this particular vendor infinidat designed their product with a software-based definition they were able to swap out underneath and create a different set of characteristics with this new platform because of the flexibility in the software design and that's critical one if you think about how software is dominating so today for 2021 68 of the revenue in the external storage market that's the size of the software defined storage market that's going to be going to almost 80 by 2024 so clearly things are moving in the direction of systems that are defined in a software-defined manner yeah and data is eating software which is why you're going to need ultra low latency um okay we got to wrap it eric you've just published a piece uh this summer called enterprise storage vendor infinidat expands total available market opportunities with all flash system introduction i'm sure they can get that on your website here's a little graphic that shows you how to get that but so guys thanks so much for coming on the cube congratulations on the progress and uh we'll be watching thanks steve thanks very much dave thank you as always a pleasure all right thank you for watching this cube conversation everybody this is dave vellante and we'll see you next time [Music] you

(upbeat music) >> Welcome to theCUBE's coverage of VMworld 2021. I'm Lisa Martin. I've got a CUBE alum with me next. Ajay Patel is here, the SVP and GM of Modern Apps and Management at VMware. Ajay, welcome back to the program, it's great to see you. >> Well thank you for having me. It's always great to be here. >> Glad that you're doing well. I want to dig into your role as SVP and GM with Modern Apps and Management. Talk to me about some of the dynamics of your role and then we'll get into the vision and the strategy that VMware has. >> Makes sense. VMware has created a business group called Modern Apps and Management, with the single mission of helping our customers accelerate their digital transformation through software. And we're finding them leveraging both the edge and the multiple clouds they deploy on. So our mission here is helping, them be the cloud diagnostic manager for application development and management through our portfolio of Tazu and VRealize solutions allowing customers to both build and operate applications at speed across these edge data center and cloud deployments And the big thing we hear is all the day two challenges, right of managing costs, risks, security, performance. That's really the essence of what the business group is about. How do we speed idea to production and allow you to operate at scale. >> When we think of speed, we can't help, but think of the acceleration that we've seen in the last 18 months, businesses transforming digitally to first survive the dynamics of the market. But talk to me about how the, the pandemic has influenced catalyzed VMware's vision here. >> You can see in every industry, this need for speed has really accelerated. What used to be weeks and months of planning and execution has materialized into getting something out in production in days. One of great example I can remember is one of my financial services customer that was responsible for getting all the COVID payments out to the small businesses and being able to get that application from idea to production matter of 10 days, it was just truly impressive to see the teams come together, to come up with the idea, put the software together and getting production so that we could start delivering the financial funds the companies needed, to keep them viable. So great social impact and great results in matter of days. >> And again, that acceleration that we've seen there, there's been a lot of silver linings, I think, but I want to get in next to some of the industry trends that are influencing app modernization. What are you seeing in the customer environment? What are some of those key trends that are driving adoption? >> I mean, this move to cloud is here to stay and most of customers have a cloud first strategy, and we rebranded this from VMware the cloud smart strategy, but it's not just about one particular flavor of cloud. We're putting the best workload on the best cloud. But the reality is when I speak to many of the customers is they're way behind on the bar of digital plats. And it's, that's because the simple idea of, you know, lift and shift or completely rewrite. So there's no one fits all and they're struggling with hardware capability, their the development teams, their IT assets, the applications are modernized across these three things. So we see modernization kind of fall in three categories, infrastructure modernization, the practice of development or devops modernization, and the application transform itself. And we are starting to find out that customers are struggling with all three. Well, they want to leverage the best of cloud. They just don't have the skills or the expertise to do that effectively. >> And how does VMware help address that skills gap. >> Yeah, so the way we've looked at it is we put a lot of effort around education. So on the everyone knows containers and Kubernetes is the future. They're looking to build these modern microservices, architectures and applications. A lot of investment in just kind of putting the effort to help customers learn these new tools, techniques, and create best practices. So theCUBE academy and the effort and the investment putting in just enabling the ecosystem now with the skills and capabilities is one big effort that VMware is putting. But more importantly, on the product side, we're delivering solutions that help customers both build design, deliver and operate these applications on Kubernetes across the cloud of choice. I'm most excited about our announcement around this product. We're just launching called Tanzu application platform. It is what we call an application aware platform. It's about making it easy for developers to take the ideas and get into production. It kind of bridging that gap that exists between development and operations. We hear a lot about dev ops, as you know, how do you bring that to life? How do you make that real? That's what Tanzu application platform is about. >> I'm curious of your customer conversations, how they've changed in the last year or so in terms of, app modernization, things like security being board level conversations, are you noticing that that is rising up the chain that app modernization is now a business critical initiative for our businesses? >> So it's what I'm finding is it's the means. It's not that if you think about the board level conversations about digital transformation you know, I'm a financial services company. I need to provide mobile FinTech. I'm competing with this new age application and you're delivering the same service that they offered digitally now, right. Like from a retail bank. I can't go to the store, the retail branch anymore, right. I need to provide the same capability for payments processing all online through my mobile phone. So it's really the digitalization of the traditional processes that we're finding most exciting. In order to do that, we're finding that no applications are in cloud right. They had to take the existing financial applications and put a mobile frontend to it, or put some new business logic or drive some transformation there. So it's really a transformation around existing application to deliver a business outcome. And we're focusing it through our Tanzu lab services, our capabilities of Tanzu application platform, all the way to the operations and management of getting these products in production or these applications in production. So it's the full life cycle from idea to production is what customers are looking for. They're looking to compress the cycle time as you and I spoke about, through this agility they're looking for. >> Right, definitely a compressed cycle time. Talk to me about some of the other announcements that are being made at VMworld with respect to Tanzu and helping customers on the app modernization front, and that aligned to the vision and mission that you talked about. >> Wonderful, I would say they're kind of, I put them in three buckets. One is what are we doing to help developers get access to the new technology. Back to the skills learning part of it, most excited about Tanzu of community edition and Tanzu mission control starter pack. This is really about getting Kubernetes stood up in your favorite deployment of choice and get started building your application very quickly. We're also announcing Tanzu application platform that I spoke about, we're going to beta 2 for that platform, which makes it really easy for developers to get access to Kubernetes capability. It makes development easy. We're also announcing marketplace enhancements, allowing us to take the best of breed IC solutions and making them available to help you build applications faster. So one set of announcements around building applications, delivering value, getting them down to market very quickly. On the management side, we're really excited about the broad portfolio management we've assembled. We're probably in the customer's a way to build a cloud operating model. And in the cloud operating model, it's about how do I do VMs and containers? How do I provide a consistent management control plane so I can deliver applications on the cloud of my choice? How do I provide intrinsic observability, intrinsic security so I can operate at scale. So this combination of development tooling, platform operations, and day two operations, along with enhancements in our cost management solution with CloudHealth or being able to take our universal capabilities for consumption, driving insight and observity that really makes it a powerful story for customers, either on the build or develop or deploy side of the equation. >> You mentioned a couple of things are interesting. Consistency being key from a management perspective, especially given this accelerated time in which we're living, but also you mentioned security. We've seen so much movement on the security front in the last year and a half with the massive rise in ransomware attacks, ransomware now becoming a household word. Talk to me about the security factor and how you're helping customers from a risk mitigation perspective, because now it's not, if we get attacked, it's when. >> And I think it's really starts with, we have this notion of a secure software supply chain. We think of software as a production factory from idea to production. And if you don't start with known good hard attacks to start with, trying to wire in security after attack is just too difficult. So we started with secure content, curated images content catalogs that customers are setting up as best practices. We started with application accelerators. These are best practice that codifies with the right guard rails in place. And then we automate that supply chain so that you have checks in every process, every step of the way, whether it's in the build process and the deploy process or in runtime production. And you had to do this at the application layer because there is no kind of firewall or edge you can protect the application is highly distributed. So things like application security and API security, another area we announced a new offering at VM world around API security, but everything starts with an API endpoint when you have a security. So security is kind of woven in into the design build, deploy and in the runtime operation. And we're kind of wire this in intrinsically to the platform with best of breed security partners now extending in evolving their solution on top of us. >> What's been some of the customer feedback from some of the new technologies that you announced. I'm curious, I imagine knowing how VMware is very customer centric, customers were essential in the development and iteration of the technologies, but just give me some of the idea on customer feedback of this direction that you're going. >> Yeah, there's a great, exciting example where we're working with the army to create a software factory. you would've never imagined right, The US army being a software digital enterprise, we're partnering with what we call the US army futures command in a joint effort to help them build the first ever software development factory where army personnel are actually becoming true cloud native developers, where you're putting the soldiers to do cloud native development, everything in the terms of practice of building software, but also using the Tanzu portfolio in delivering best-in-class capability. This is going to rival some of the top tech companies in Silicon valley. This is a five-year prototype project in which we're picking cohorts of soldiers, making them software developers and helping them build great capability through both combination of classroom based training, but also strong technical foundation and expertise provided by our lab. So this is an example where, you know, the industry is working with the customer to co-innovate, how we build software, but also driving the expertise of these personnel hierarchs. As a soldier, you know, what you need, what if you could start delivering solutions for rest of your members in a productive way. So very exciting, It's an example where we've leapfrogging and delivering the kind of the Silicon valley type innovation to our standard practice. It's traditionally been a procurement driven model. We're trying to speed that and drive it into a more agile delivery factory concept as well. So one of the most exciting projects that I've run into the last six months. >> The army software factory, I love that my dad was an army medic and combat medic in Vietnam. And I'm sure probably wouldn't have been apt to become a software developer. But tell me a little bit about, it's a very cool project and so essential. Talk to me a little bit about the impetus of the army software factory. How did that come about? >> You know, this came back with strong sponsorship from the top. I had an opportunity to be at the opening of the campus in partnership with the local Austin college. And as General Milley and team spoke about it, they just said the next battleground is going to be a digital backup power hub. It's something we're going to have to put our troops in place and have modernized, not just the army, but modernize the way we deliver it through software. It's it speaks so much to the digital transformation we're talking about right. At the very heart of it is about using software to enable whether it's medics, whether it's supplies, either in a real time intelligence on the battlefield to know what's happening. And we're starting to see user technology is going to drive dramatically hopefully the next war, we don't have to fight it more of a defensive mode, but that capability alone is going to be significant. So it's really exciting to see how technology has become pervasive in all aspects, in every format including the US army. And this partnership is a great example of thought leadership from the army command to deliver software as the innovation factory, for the army itself. >> Right, and for the army to rival Silicon valley tech companies, that's pretty impressive. >> Pretty ambitious right. In partnership with one of the local colleges. So that's also starting to show in terms of how to bring new talent out, that shortage of skills we talked about. It's a critical way to kind of invest in the future in our people, right? As we, as we build out this capability. >> That's excellent that investment in the future and helping fill those skills gaps across industries is so needed. Talk to me about some of the things that you're excited about this year's VMworld is again virtual, but what are some of the things that you think are really fantastic for customers and prospects to learn? >> I think as Raghu said, we're in the third act of VM-ware, but more interestingly, but the third act of where the cloud is, the cloud has matured cloud 2.0 was really about shifting and using a public cloud for the IS capabilities. Cloud 3.0 is about to use the cloud of choice for the best application. We are going to increasingly see this distributed nature of application. I asked most customers, where does your application run? It's hard to answer that, right? It's on your mobile device, it's in your storefront, it's in your data center, it's in a particular cloud. And so an application is a collection of services. So what I'm most excited about is all business capables being published as an API, had an opportunity to be part of a company called Sonos and then Apogee. And we talked about API management years ago. I see increasingly this need for being able to expose a business capability as an API, being able to compose these new applications rapidly, being able to secure them, being able to observe what's going on in production and then adjust and automate, you can scale up scale down or deploy the application where it's most needed in minutes. That's a dynamic future that we see, and we're excited that VM was right at the heart of it. Where that in our cloud agnostic software player, that can help you, whether it's your development challenges, your deployment challenges, or your management challenges, in the future of multi-cloud, that's what I'm most excited about, we're set up to help our customers on this cloud journey, regardless of where they're going and what solution they're looking to build. >> Ajay, what are some of the key business outcomes that the cloud is going to deliver across industries as things progress forward? >> I think we're finding the consistent message I hear from our customers is leverage the power of cloud to transform my business. So it's about business outcomes. It's less about technology. It's what outcomes we're driving. Second it's about speed and agility. How do I respond, adjust kind of dynamic contiuness. How do I innovate continuously? How do I adjust to what the business needs? And third thing we're seeing more and more is I need to be able to management costs and I get some predictability and able to optimize how I run my business. what they're finding with the cloud is the costs are running out of control, they need a way, a better way of knowing the value that they're getting and using the best cloud for the right technology. Whether may be a private cloud in some cases, a public cloud or an edge cloud. So they want to able to going to select and move and have that portability. Being able to make those choices optimization is something they're demanding from us. And so we're most excited about this need to have a flexible infrastructure and a cloud agnostic infrastructure that helps them deliver these kinds of business outcomes. >> You mentioned a couple of customer examples and financial services. You mentioned the army software factory. In terms of looking at where we are in 2021. Are there any industries in particular, maybe essential services that you think are really prime targets for the technologies, the new announcements that you're making at VM world. >> You know, what we are trying to see is this is a broad change that's happening. If you're in retail, you know, you're kind of running a hybrid world of digital and physical. So we're seeing this blending of physical and digital reality coming together. You know, FedEx is a great customer of ours and you see them as spoken as example of it, you know, they're continue to both drive operational change in terms of being delivering the packages to you on time at a lower cost, but on the other side, they're also competing with their primary partners and retailers and in some cases, right, from a distribution perspective for Amazon, with Amazon prime. So in every industry, you're starting to see the lines are blurring between traditional partners and competitors. And in doing so, they're looking for a way to innovate, innovate at speed and leverage technology. So I don't think there is a specific industry that's not being disrupted whether it's FinTech, whether it's retail, whether it's transportation logistics, or healthcare telemedicine, right? The way you do pharmaceutical, how you deliver medicine, it's all changing. It's all being driven by data. And so we see a broad application of our technology, but financial services, healthcare, telco, government tend to be a kind of traditional industries that are with us but I think the reaches are pretty broad. >> Yeah, it is all changing. Everything is becoming more and more data-driven and many businesses are becoming data companies or if they're not, they need to otherwise their competition, as you mentioned, is going to be right in the rear view mirror, ready to take their place. But that's something that we see that isn't being talked about. I don't think enough, as some of the great innovations coming as a result of the situation that we're in. We're seeing big transformations in industries where we're all benefiting. I think we need to get that, that word out there a little bit more so we can start showing more of those silver linings. >> Sure. And I think what's happening here is it's about connecting the people to the services at the end of the day, these applications are means for delivering value. And so how do we connect us as consumers or us employees or us as partners to the business to the operator with both digitally and in a physical way. And we bring that in a seamless experience. So we're seeing more and more experience matters, you know, service quality and delivery matter. It's less about the technologies back again to the outcomes. And so very much focused in building that the platform that our customers can use to leverage the best of the cloud, the best of their people, the best of the innovation they have within the organization. >> You're right. It's all about outcomes. Ajay, thank you for joining me today, talking about some of the new things that the mission of your organization, the vision, some of the new products and technologies that are being announced at VM world, we appreciate your time and hopefully next year we'll see you in person. >> Thank you again and look forward to the next VMWorld in person. >> Likewise for Ajay Patel. You're very welcome for Ajay Patel. I'm Lisa Martin, and you're watching theCUBEs coverage of VMWorld of 2021. (soft music)

(slow music) >> Welcome back to theCUBE's ongoing coverage of VMworld 2021, the second year in a row we've done this virtually. My name is Dave Vellante and long-time VMware technologist and new CTO Kit Colbert is here. Kit, welcome. Good to see you again. >> Thanks, Dave. Super excited to be here. >> So let's talk about your new role. You've been at VMware. You've touched all the bases so to speak (Kit chuckles) and, you know, love the career evolution. You're ready for this job. So tell us about that role. >> Well, I hope so. I don't know. It's definitely a big step up. Been here at VMware for 18 years now, which, if know Silicon Valley, you know that's a long time. It's probably like four or five normal Silicon Valley lifetime's in terms of stints at a company. But I love it. I love the company. I love the culture. I love the technology and I'm super passionate, super excited about it. And so, you know, previously I was CTO for one of our business groups and focused on a specific set of our products and services. But now, as the corporate CTO, I really am overseeing all of VMware R&D. In the sense of really trying to drive a whole bunch of core engineering transformations, right, where we've talked a lot about our shift toward becoming a SaaS company. So, you know, a cloud services company. And so there's a lot of changes we got to make internally. Technologies, platform services we need to build out, you know, the sort of culture aspects of it again. And so, you know, I'm kind of sitting at the center of that and, I'll be honest, it's big, there's a lot of stuff to go and do, but I am just super excited about it. Wake up every day, really excited to meet a whole bunch of new people across the organization and to learn all the cool things we're doing. Well, you know, I'll say it again, like the level of innovation happening inside VMware is just insane. And it's really cool now that I get kind of more of a front and center row to see everything that's happening. >> And when I was preparing for the interview with Raghu, you know, I've been following VMware for a long time, and I sort of noted that it's like the fourth, you know, wave of executive management and I sort of went back and said, okay, yes, we know it started with, you know, Workstation. Okay, fine. But then really quickly went into really changing the way in which we think about servers, and server utilization, and driving. I remember the first time I ever saw a demo, I said, "Wow, this is going to be completely game-changing." And then thought about the era of the software-defined data center, fine-tuning the cloud strategy, and then this explosion of innovation, whether it was this sort of NSX piece, the acquisitions you've made around security, again, more cloud expansion. And now you're laying out sort of this Switzerland from Multi-Cloud combined with, as you're pointing out, this as a service model. So when you think about the technical vision of the company transforming into a cloud and subscription model, what does that mean from a sort of architectural standpoint >> Yeah. >> Or a mindset perspective? >> Oh yeah. Both great questions and both sort of key focus areas for me, and by the way, it's something I've been thinking about for quite a while, right? Yeah, so you're right. Like we are on our third or fourth lap of the track depending on how you count. But I also think that this notion of getting into Multi-Cloud, of becoming a real cloud services company is going to be probably the biggest one for us. And the biggest transformation that we're going to have to make, you know, we did extend from core compute virtualization to network and storage with the software-defined data center. But now these things I think are a bit more fundamental. So, you know, how are we thinking about it? Well, we're thinking about it in a few different ways. I do think, as you mentioned, the mindset is definitely the most important thing. This notion that, you know, we no longer really have product teams purely, they should be thinking of themselves as service teams and the idea being that they are operating and accountable for the availability of their cloud service. And so this means we really needed to step up our game, and we have in terms of the types of tooling that we built, but really it's about getting these developers engaged with that, to know that, hey, like what matters most of all right now is that service availability, in addition to things like security, compliance, et cetera. But we have monitoring systems to tell you, hey, like there's a problem. And that you need to go jump on those things immediately. This is not like, you know, a normal bug that comes in, oh, I'll get to it tomorrow or whatever. It's like, no, no, you got to step up and really get there immediately. And so there is that big mindset shift and that's something we've been driving for the past few years, but we need to continue to push there. And as part of that, you know, what we've seen is that a lot of our individual teams have gone out and build like really great cloud services, but what we really want to build to enable us to accelerate that, is a platform, a true, you know, SaaS platform and leveraging all these great capabilities that we have to help all of our teams go faster. And so it gets to things like standardization and really raising the bar across the board to allow all these teams to focus on what makes their products or services unique and differentiated rather than, you know, just doing the basic blocking and tackling. So those are couple of things I'm really focused on. Both driving the mindset shift. You know, as I was taking on this role, I did a lot of reading on other CTOs and, you know, how do they view their roles within their companies? And one of the things I did hear there was that the CTO is kind of the, I don't know if the keeper is the right word, but the keeper of the engineering culture, right, that you want to really be a steward for that to help take it forward in the right sort of directions that aligned with the strategic direction of the business. And so that's a big aspect for what I'm thinking about. And the second one in the SaaS platform, one of the really interesting things about this reorg that we've done internally is, that traditionally CTO is kind of focused, you know, outbound, maybe a little bit inbound, but typically don't have large engineering organizations, but here, what we want to do, because the SaaS platform is so important to us. We did centralize it within the office of the CTO. And so now, you know, my customers, from an engineering standpoint, are all the internal business units. So a lot of really big changes inside VMware, but I think this is the sort of stuff we need to do to help us really accelerate toward the multi-cloud vision that we're painting. >> Well, VMware has always had a superstrong engineering culture, and I liked the way you phrase that, "The steward of the engineering culture," when you think about a product mindset, 'course correct me, if I'm off here, but when you're building a product and you're making that thing rock-solid, you know, Maritz used to talk about the hardened top. And so it seems to me that the services mindset expands the mind a little bit in terms of what other services can I integrate to make my service better, whether that's a machine, intelligence service, or a security service or, you know, the dozens of other services that you guys are now building, the combination of that innovation has like a step function and a lever on top of the sort of traditional product mindset. >> Yeah, I think you're absolutely right there's a ton of like really fundamental mental mindset shifts, right? That are a part of that. And the integration piece you mentioned, super critical, but I also think it's actually taking a step back and looking at the life cycle more holistically. When you're thinking about a product, you're thinking about, okay, I'ma get the bits together, I'm going to ship it out. But then it's really up to the customer to go deploy that, to operate it, to, you know, deal with problems and bugs that come up. And when you're delivering a cloud service, those are all problems that you, as the application creator, have to deal with. And so you've got to be on top of all those things. And, you know, if you design something in such a way that it becomes kind of hard to debug at runtime, well, that's going to directly impact your availability, that might have, you know, contractual obligations with an SLA impact to a customer. So there's some really big implications there that I think traditionally product teams didn't always fully think through, but now that they sort of have to with like a cloud service. The other point, I think that's really important there, is the notion of simplicity and ease of use. Experience is always important, right? Customer experience, user experience, but it gets even more magnified in a SaaS type of environment because the idea is that you shouldn't have to talk to anybody. You, as a user, should be able to go and call an API and start using this thing, right, and swipe a credit card and you're good to go. And so, you know, that sort of maniacal focus on how you just remove roadblocks, remove any unnecessary things between that customer and getting the value that they're looking for. So in general, the thing that I really love about SaaS and cloud services is that they really align incentives very well. What you want to do, as an application builder, as a solution builder, really aligns well with what customers are looking for. And you can get that feedback very, very rapidly, which allows for much quicker evolution of the underlying product and application. >> So one of the other things I learned from my interview with Raghu, and I couldn't go deep into it, I did a little bit with Sumit, but I wonder if I get your perspectives as well. I always talk about this abstraction layer across clouds, hybrid, multi-cloud, edge, abstracting, you know, the underlying complexity, and Raghu, it's nuance, but he said, "Okay, but the thing is, we're not trying to limit access to the primitives. We want to allow developers to go there to the extent." And my takeaway was okay, but the abstraction is you want to be that single management layer with access to the deep primitives and APIs of the respective clouds. But simplify, to your point, across those estates at the management layer, maybe you could add some color to that. >> Yeah, you know, it's a really interesting question. But let me tell you about how we think about it because you're right. In that, you know, the abstractions can sometimes find the underlying primitives and capabilities. And so Raghu getting at, hey, like we don't necessarily force you one way or the other. And here's the way to think about it, is that it's really about delivering optionality. And we do that through offering these abstractions at different layers. So to your point, Dave, like we have a management capabilities that can enable you to manage consistently across all types of clouds, public, private, edge, et cetera, irrespective of what that underlying infrastructure is. And so you'll look at things that are like our vRealize suite of products, or CloudHealth, or Tanzu, Tanzu Mission Control is really focused on that one as well. But then we also have our infrastructure layer. That's what we're doing with VMware Cloud. And this notion of delivering consistent infrastructure. Now, even though the core, sort of IIS layer, is more consistent, you still get great flexibility in terms of the higher-level services. If you want to use a database from one of the public clouds, or a messaging system, or streaming service, or, you know, AI, whatever it is, you still got that sort of optionality as well. And so the reason that we offer these different things is because customers are just in different places. As a matter of fact, a single customer may have all of those different use cases, right? They may have some apps where they're moving from on-prem into the cloud. They want to do that very quickly. So, boom, we can just do it really fast with VMware Cloud, consistent infrastructure. We can VMotion that thing up in the Cloud, great. But for other ones, maybe a modern app they're building, and maybe a team has chosen to use native AWS for that, but they want to leverage Kubernetes. So there you could put in a Tanzu Mission Control to give them that, you know, consistent management across sites, or leverage CloudHealth to understand costs and to really enable the application teams to manage costs on their own. So, you know, I always go back to that concept of optionality, like we offer sort of these different levels of abstraction, and it really depends on what the use case is because the reality is, especially for a complex enterprise, they're likely going to have all of those use cases. >> You know, I want to stay on optionality for a moment because you're essentially becoming a cloud company. I'm expanding the definition of cloud, which I think is appropriate 'cause the cloud is expanding. It's going on-prem, it's going out to the edge, there's hybrid connections, across clouds, et cetera. And when you look at the public cloud players, they all are deep into what I'll call data management. I'm not even sure what that term means anymore sometimes, but certainly they all own, own, databases, but they also offer databases from folks. I go back to something Maritz said with the software mainframe that we want to be able to run any workload, you know, anywhere and have high reliability, recovery, you know, lowest costs, et cetera. So you're going to run those workloads. Project Monterey is about supporting new workloads, but it doesn't seem like you have aspirations to own sort of the database layer, for example, what's your philosophy around that? >> Yeah. Not generally. I mean, we do have some solutions like Greenplum, for instance, that play in that space, more of a data warehouse solution, but generally speaking, you're absolutely right. You know, VMware success was built through tight partnerships. We have a very, very broad partner network. And of course, we see hyperscalers as great partners as well. And so, I think if we get back to like, what's the core of VMware, it really is providing those powerful abstractions in the right places, at the infrastructure level, at the management level, and so forth. But yeah, we're not trying to necessarily compete with everyone, reinvent the world. And by the way, if I just take a step back, when we talk to customers, what really drives them toward using multiple clouds is the fact that they want to get after these, what we call, best of breed cloud services, that many of the different public clouds offer databases and AI and ML systems. And for each app team, the exact one that perfectly meets their needs may be different, right? Maybe on one conference is another cloud. And so that is really the optionality that we want to optimize for when we talk to those customers. They want the easiest way of getting that app onto that cloud, so we can take advantage of that cloud service, but what they worry about is the lack of consistency there. And that goes across the board. You know, if something fails at 2:00 am, and you have to wake up and go fix it. Do you have like the right sort of tooling in place, if it's fails on one cloud versus another, do you have to like, you know, scramble to figure out which tools to go use, you know, which dashboard to look at? It's like, no, that you want kind of a consistent one. When you think about, from a security perspective, how do you drive a secure software supply chain? How do you prevent the types of attacks that we've seen in the past few years? Where people insert malicious code into your supply chain and now you're running with hack code out there. And if you have different teams doing different things across different clouds, well, that's going to just open up sort of a can of worm of different possibilities there for hackers to get in. So that's why this consistency is so important. And so, you know, I guess, if we refine the optionality a little bit, that point, it's about getting optionality around cloud services and then like those are the things that really differentiate. And so, you know, we're not trynna compete with that. We're saying, hey, like we want to bring customers to those and give them the best experience that they can, irrespective of whether that's in the public cloud, or on-prem, or even at the edge. >> And that's a huge technical challenge and amazing value for customers. I want to ask you, there's a lot of talk about ESG today. How does that fit into the CTO mindset? >> Yeah. >> Is it a bolt-on, is it a fundamental component? >> Yeah. Yeah, so ESG is talking about environment, sustainability, and governance. And so, you know, it's not an environment, excuse me, equity, (Kit chuckles) equity, sustainability, and governance. Getting my acronyms wrong, which as the technologist, really a faux pas, but any case, equity, sustainability, and governance. And the idea there is that if we look at the core values for VMware, this is something that's hugely important. And something that we've actually been focused on for quite a while. We now have a whole team focused on this, really being a force multiplier to help keep us honest across VMware, to help ensure equity, and in many different ways, that we have or continue to increase, for instance, the amount of female representation within our organization, or underrepresented minorities or communities, ensuring that, you know, pay is equal across the company. You know, these different sorts of things, but also around sustainability. They actually have a number of folks working very closely with our teams to drive sustainability into our products. You know, vSphere is great because it reduces the amount of physical servers you need. So by definition reduces the carbon footprint there. But now, you know, taking a step further. We have cloud partners that we're working with to ensure that they have net-zero carbon emissions, you know, using 100% renewables by 2030. And in fact, that's something that, we ourselves, have signed up for, you know, today we are carbon-neutral, but what we want to get to is to be net carbon zero by 2030, which is an absolutely huge lift. And that's, by the way, not just for VMware, our operations, our offices, but also for our supply chain as well. And so, you know, when you look across, you know, as well as efforts around diversity and inclusion, this is something that is very core to what we do as a company, but it's also a personal passion of mine. The ESG office actually lives within my organization. And it does that because what I view the office of the CTO as being is really a force multiplier, as I said before, like, yes, the team is located here, but their purview is across all of engineering. And in fact, all of VMware. So I think, you know, when we look at this, it's about getting the best talent we have, very diverse talent, increasing our ability to deliver innovative products, but also doing so in a way that's good for the planet, that is sustainable. And that is giving back to the community. >> You know, by the way, I don't think that was faux pas. (Kit laughs) 'Cause a lot of times, people use environmental, social, and governance, and your equity piece would fall into the S in that equation, the social responsibility, you know, components. So I think you've just done an interesting twist on the acronym. So no mistake there. (Dave chuckles) Just another way to look at it. >> Yup, yup, yup. >> So you're now deep into the CTO role. What should we look for in the, you know, coming months and years? How should we >> Hmm. >> Kind of evaluate progress? What are those sort of milestones that we should be looking at? >> Yeah, so about a month or so into the job now, and so still getting my arms wrapped around, but, you know, I'm looking at measuring success in a few different ways. First of all, as I said before, the ESG component and in diversity, equity inclusion in particular, in terms of our workforce, extraordinarily important to me and something we're going to be really pushing hard on, you know, as we all know, you know, women, underrepresented minorities, not very well represented, in general, in Silicon Valley. So something that we all need to step up on. And so we're going to be putting a lot of effort in there, and that will actually help drive, as I said before, all of these innovations, this fundamental shift in mindset, I mean, that requires diverse perspectives. It requires pushing us out of our comfort zone, but the net result of that, so that what you're going to see, is a much faster cadence of releases of innovation coming from VMware. So there's some just insanely exciting things (Kit laughs) that are happening in the labs right now that we're cooking up. But, you know, as we start making this shift, we're going to be delivering those faster and faster to our customers and our partners. >> You know, I'm interested to hear that it's a passion of yours. There was an article, I think it was last week, in "The Wall Street Journal," it was an insert section on "Women in the Workforce," and there was a stat in there, which I thought was pretty interesting. I'll run it by and you see what you think, you know, it was talking about COVID, and post COVID,and the stresses. And it's interesting to me because a lot of executives, and pfft, you know, I'm with them, said, "Hey, work from home. This a beautiful thing. It's good for business too, because, you know, everybody's more productive," but you have this perpetual workday now. It's like we never sleep. It bleeds in the weekends. And the stat from Qualtrics, which was published in the journal, I think it said, "30% of working women said that their mental health has declined since COVID." And that number was only 15% for working men, is still notable, but half. And so, you know, one has to question maybe that perpetual work week and, you know, maybe there's a benefit from business productivity, but then there's the other side of that as well. And a lot of women have left the workforce, a lot of previously working moms. And so there's an untapped labor pool there, and there's this huge labor shortage. And so these are important issues, but they're not easy ones to solve, are they? >> No, no, no. It's something we've been putting a lot of thought into at VMware. So we do have a flexible program that we're rolling out in terms of work. People can come into the office if they want to, of course, you know, where we have offices where it's safe to do so, where the government has allowed that, and people can have an actual desk there, or sometimes they can say, "Hey, I only want to come in once or twice a week." And then we say, "Okay, we'll have some floating desks that you can take." And others are saying, "I want to be fully remote." So we give people a pretty broad range in terms of how they want to address that. But I do think, to your point though, and this is something I've been really trying to do already is to create a more inclusive environment by doing a number of different things. And so it's being thoughtful around when you're sending emails. 'Cause like my sort of schedule is, I do tend to like fire off emails late at night after the kids are in bed, I get a little quiet time, some thinking time, but I make it very clear that I'm not expecting an immediate response. Don't worry about it. This is my work time. Doesn't have to be your work time. And so really setting those, I guess, boundaries, if you will, explicitly and kind of the expectations maybe is a better term, setting that explicitly, trying to schedule meetings, not at times where you're going to have to drop the kids off at school or pick them (indistinct) and to take over your life. And so we really try to emphasize boundaries and really setting those things appropriately. But honestly, it's something that we're still working on and I'm still learning. And so I'd love to get feedback from folks, but those are some of the early thinkings. But I would say that we at VMware are taking it very, very seriously and really supporting our employees in terms of navigating that work-life balance. >> Well Kit, congratulations on the new role and it's great to see you again. I hope next year we can be face-to-face, always a pleasure to have you on theCUBE. >> Thanks, Dave. Appreciated being here. >> All right, and thank you for watching theCUBE's continuous coverage of VMworld 2021, the virtual edition. Keep it right there for more right after this. (slow music)

[Music] welcome to thecube's coverage of vmworld 2021 i'm lisa martin pleased to welcome back to the program the cto of vmware kit kohlberg welcome back to the program and congrats on your new role thank you yeah i'm really excited to be here so you've been at vmware for a long time you started as an intern i read yeah yeah it's been uh 18 years as a full-timer but i guess 19 if you count my internship so quite a while it's many lifetimes in silicon valley right many lifetimes in silicon valley well we've seen a lot of innovation from vmware in its 23 years you've been there the vast majority of that we've seen a lot of successful big tech waves ridden by vmware in april vmware pulled tanzu and vmware cloud foundation together vmware cloud you've got some exciting news with respect to that what are you announcing today well we got a lot of exciting announcements happening at vmworld this week but one of the ones i'm really excited about is vmware cloud with tons of services so let me talk about what these things are so we have vmware cloud which is really us taking our vmware cloud foundation technology and delivering that as a service in partnership with our public cloud providers but in particular this one with aws vmware cloud on aws we're combining that with our tanzu portfolio of technologies and these are really technologies focused at developers at folks driving devops building and operating modern applications and what we're doing is really bringing them together to simplify customers moving from their data centers into the cloud and then modernizing their applications it's a pattern that we see very very often this notion of migrate and then modernize right once you're on a modern cloud infrastructure makes it much easier to modernize your applications talk to me about some of the catalysts for this change and this offering of services was it you know catalyzed by some of the events we've seen in the world in the last 18 months and this acceleration of digital adoption yeah absolutely and we saw this across our customer base across many many different industries although as you can imagine those industries that that were really considered essential uh were the ones where we saw the biggest sorts of accelerations we saw a tremendous amount of people needing to support remote workers overnight right and cloud is a perfect use case for that but the challenge a lot of customers had was that they couldn't take the time to retool that they had to use what they already had and so something like vmware cloud was perfect for that because it allowed them to take what they were doing on-prem and seamlessly extend it into the cloud without any changes able to do that you know almost overnight right but at the same time what we also saw was the acceleration of their digital transformation people are now online they're needing to interact with an app over their phone to get something you know remotely delivered or to schedule maybe um an appointment for their pet because you know a lot of people got pets during the pandemic and so you just saw this rush toward digitization and these new applications need to be created and so as customers move their application estate into the cloud with vmware cloud and aws they then had this need to modernize those applications to be able to deliver them faster to respond fast to the very dynamic nature of what was happening during the pandemic so let's talk about uh some of the opportunities and the advantages that vmware cloud with tanzania service is going to deliver to those it admins who have to deliver things even faster yep so let me talk a bit about the tech and then talk about how that fits into uh what the users will experience so vmware cloud with tons of services is really two key components uh the first of which is the tanzu kubernetes grid service the tkg service as we call it so what this is is actually a deep integration of tonsil kubernetes grid with vmware cloud and and the kubernetes we've actually integrated into vmware cloud foundation folks who are familiar with vmware may remember that a couple of years ago we announced project pacific which was a deep integration of kubernetes into vsphere essentially enabling vsphere to have a kubernetes interface to be natively kubernetes and what that did was it enabled the i.t admins to have direct insight inside of kubernetes clusters to understand what was happening in terms of the containers and pods that that their developers were running it also allowed them to leverage uh their existing vsphere and vmware cloud foundation tooling on those workloads so fast forward today we we have this built in now and what we're doing is actually offering that as a service so that the customer doesn't need to deal with managing it installing it updating any of that stuff instead they can just leverage it they can start creating kubernetes clusters and upstream conformant kubernetes clusters to allow their developers to take advantage of those capabilities but also be able to use their native tooling on it so i think that's really really important is that the it admin really can enable their developers to seamlessly start to build and operate modern applications on top of vmware cloud got it and talk to me about how this is going to empower those it admins to become kubernetes operators yeah well i think that's exactly it you know we talk to a lot of these admins and and they're seeing the desire for kubernetes uh from their lines of business from you know from the app teams and the idea is that when you look start looking at the kubernetes ecosystem there's a whole bunch of new tooling and technology out there we find that people have to spend a lot of time figuring out what the right thing to use is and for a lot of these folks they say hey i've already figured out how to operate applications in production i've got the tooling i've got the standardization i got things like security figured out right super important and so the real benefit of this approach and this deep integration is it allows them to take those those tools those operational best practices that they already have and now apply them to these new workloads fairly seamlessly and so this is really about the power of leveraging all the investments they've made to take those forward with modern applications and the total adjustable market here is pretty big i heard your cto referring to that in an interview in september and i was looking at some recent vmware survey numbers where 80 of customers say they're deploying applications in highly distributed environments that include their own data center multiple clouds uh edge and also customers said hey 90 of our application initiatives are focused on modernization so vmware clearly sees the big tam here yeah it's absolutely massive um you know we see uh many customers the vast majority something like 75 percent are using multiple clouds or on-prem in the cloud we have some customers using even more than that and you see this very large application estate that's spread out across this and so you know i think what we're really looking at is how do we enable uh the right sorts of consistency both from an infrastructure perspective enabling things like security but also management across all these environments and by the way it's another exciting thing neglected to mention about this announcement vmware cloud with tonsil services not only includes the tonsil kubernetes grid service giving you that sort of kubernetes uh cluster as a service if you will but it also includes tons of mission control essentials and this is really the next generation of management when you start looking at modern applications and what tons of mission control focuses on is enabling managing kubernetes consistently across clouds and so this is the other really important point is that yes we want to make vmware cloud vmware cloud infrastructure the best place to build and operate applications especially modern ones but we also realize that you know customers are doing all sorts of things right they're in the native cloud whether that's aws or azure or google and they want ways of managing more consistently across all these environments in addition to their vmware environments both in the cloud and on-prem and so tons of mission control really enables that as well and that's another really powerful aspect of this is that it's built in to enable that next level of administration and management that consistency is critical right i mean that's probably one of the biggest benefits that customers are getting is that familiarity with the console the consistency of being able to manage so that they can deploy apps faster um that as businesses are still pivoting and changing direction in light of the pandemics i imagine that that is a huge uh from a business outcomes perspective the workforce productivity there is probably pretty pretty big yeah and i think it's also about managing risk as well you know one of the the biggest worries that we hear from many of the cios uh ctos executives that we talk to at our customers is this uh software supply chain risk like what is it exactly like what are the exact bits that they're running out there right in their applications because the reality is that um those apps are composed of many open source technologies and you know as we saw with solarwinds it's very possible for someone to get in and you know plant malicious code into their source repository such that as it gets built and flows out it'll you know just go out and customers will start using it and it's a huge huge security vulnerability and one thing on that note that customers are particularly worried about is the lack of consistency across their cloud environments that because things are done different ways and the different teams have different processes across different clouds it's easy for small mistakes to creep in there for little openings right that a hacker might be able to go and exploit and so i think this gets back to that notion of consistency and that you're right it's great for productivity but the one i think that's almost in some ways you might say uh for many of these folks more important for is from a security standpoint that they can validate and ensure they're in compliance with their security standards and by the way you know this is uh for most companies a board level discussion right the board is saying hey like do we have the right controls in place because it is um such an important thing and such a critical risk factor it is a critical risk factor we saw you mentioned solar winds but just in the last 18 months the the massive changes to the threat landscape the huge rise in ransomware and ddos attacks you know we had this scatterer everybody went home and you've got you know the edge is booming and you've got folks using uh you know not using their vpns and things when they should be so that the fact that that's a board level discussion and that this is going to help from a risk mitigation perspective that consistency that you talked about is huge i think for a customer in any industry yep yeah and it's pretty interesting as well like you mentioned ransomware so we're doing some work on that one as well actually not specifically with this announcement but it's another vmware cloud service that plugs into this uh seamlessly vmware cloud disaster recovery and one of the really cool features that we're announcing at vmworld this week is the ability to actually support and and maybe uh handle ransomware attacks and so the idea there is that if you do get compromised and what typically happens is that the hackers come in and they encrypt you know some of your data and they say hey if you want to get access to it you got to pay us and we'll decrypt it for you but if you have the right dr solution um that's backing up on a fairly continuous basis it means that whatever data might be encrypted you know would only be a small delta like the last let's say hour or two of data right and so what we're looking at is leveraging that dr solution to be able to very rapidly restore specific individual files uh that may have been compromised and so this is like one way that we're helping customers deal with that like obviously we want to put a whole bunch of other security protections in place and we do when we enable them to do that but one thing when you think about security is that it's very much defense in depth that you have multiple layers of the fail-safes there and so this one being kind of like the end result that hackers do get in they do manage to compromise it they do manage to get a hold of it and encrypt it well you still got unencrypted backups that you control and that you have um a very clean delineation and separation from just like kind of an architectural standpoint that the hackers won't be able to get at right so that you can control that and restore it so again you know this is something very top of mind for us and it's funny because we don't always lead with the security angle maybe we should as i'm saying it here but uh but it's something that's very very top of mind for a lot of our customers it's something that's also top of mind for us and that we're focused on it is because it's no longer if we get attacked it's one and they've got to be able to have the right recovery strategy so that they don't have to pay those ransoms and of course we only hear about the big ones like the solar winds and the colonial pipelines and there's many more going on when i get back to vmware cloud with tanzania services talk to me about how this fits into vmware's bigger picture yeah yeah yeah great question thanks for bringing me back i'd love to geek out on some of these things so um but when you take a step back so what we're really doing uh with vmware cloud is trying to provide this really powerful infrastructure layer uh that is available anywhere customers want to run applications and that could be in the public cloud it could be in the data center it could be at the edge it could be at all those locations and you know you mentioned edge earlier and i think we're seeing explosive growth there as well and so what we're really doing is driving uh broad optionality in terms of how customers want to adopt these technologies and then as i said we're sort of you know we're kind of going broad many locations we're also building up in each of those locations this notion of ponzu services being seamlessly integrated in doing that uh you know starting now with vmware cloud aws but expanding that to every every location that we have in addition you know we're also really excited another thing we're announcing this week called project arctic now the idea with arctic is really to start driving more choice and flexibility into how customers consume vmware cloud do they consume it as software or as a service and where do they do that so traditionally the only way to get it delivered as a service would be in the public cloud right vmware cloud aws you can click a few buttons and you get a software defined data center set up for you automatically now traditionally on-prem we haven't had that we we did do something pretty powerful uh a year or two back with the release of vmware cloud on dell emc we can deliver a service there but that often required new hardware you know new setup for customers and customers are coming back to us and saying hey like we've got these really large vsphere deployments how do we enable them to take advantage of all this great vmware cloud functionality from where they are today right they say hey we can't rebuild all these overnight but we want to take advantage of vmware cloud today so that's what really what project arctic is focused on it's focused on connecting into these brownfield existing vsphere environments and delivering some of the vmware cloud benefits there things like being able to easily well first of all be able to manage those environments through the vmware cloud console so now you have one place where you can see your on-prem deployments your cloud deployments everything being able to really easily move uh applications between on-prem and the cloud leveraging some of the vmware cloud disaster recovery capabilities i just mentioned like the ransomware example you can now do that even on prem as well because keep in mind it's people aren't attacking you know the hackers aren't attacking just the public cloud they're attacking data centers or anywhere else where these applications might be running and so arctic's a great example of where we're saying hey there's a bunch of cool stuff happening here but let's really meet customers where they're at and many of our customers still have a very large data center footprint still want to maintain that that's really strategic for them or as i said may even want to be extending to the edge so it's really about giving them more of that flexibility so in terms of meeting customers where they are i know vmware has been focused on that for probably its entire history we talk about that on the cube in every vmworld where can customers go like what's the right starting point is this targeted for vmware cloud on aws current customers what's kind of the next steps for customers to learn more about this yeah absolutely so there's a bunch of different ways so first of all there's a tremendous amount of activity happening here at vmworld um just all sorts of breakout sessions like you know detailed demos like all sorts of really cool stuff just a ton of content i'm actually kind of i'm in this new role i'm super excited about it but one thing i'm kind of bummed out about is i don't have as much time to go look at all these cool sessions so i highly recommend going and checking those out um you know we have hands-on labs as well which is another great way to test out and try vmware products so hold.vmware.com uh you can go and spin those things up and just kind of take them for a test drive see what they're all about and then if you go to vmc.vmware.com that is vmware cloud right we want to make it very easy to get started whether you're in just a vsphere on-prem customer or whether you already have vmware cloud and aws what you can see is that it's really easy to get started in that there's a ton of value-add services on top of our core infrastructure so it's all about making it accessible making it easy and simple to consume and get started with so there's a ton of options out there and i highly recommend folks go and check out all the things i just mentioned excellent kit thank you for joining me today talking about vmware cloud with tons of services what's new what's exciting the opportunities in it for customers from the i.t admin folks to be empowered to be kubernetes operators to those businesses being able to do essential services in a changing environment and again congratulations on your promotion that's very exciting awesome thank you lisa thank you for having me our pleasure for kit colbert i'm lisa martin you're watching thecube's coverage of vmworld 2021 [Music] you