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>> Hello, welcome to day two of Supercloud 3.
I'm John Furrier with Dave Vellante.
Kicking off day two of Supercloud 3,
this is our focus of the next generation cloud and AI.
We got security and AI as the focus
of this episode of Supercloud 3.
Supercloud 4 is coming in October, mark your calendars.
We're going to go all-deep on AI, foundation models,
LLMs, you name it, developers.
A tsunami of application developments going on.
Dave, great to see you kicking off day two
and we got a great event here.
I want to just put a shout-out to the sponsors
because that's what makes all this happen.
We had a lot of great feedback on social yesterday
around the content and how engaging it is
and how informative it is.
And thanks for the sponsors, I want to call them out.
VMware, third straight for VMware, NetApp,
Hammerspace, hot startup, check them out.
CrowdStrike, leader in security,
and Vcinity, they love to move data.
Check that company, it's a very unique company.
And of course EnterpriseWeb.
Again, VMware, NetApp, EnterpriseWeb, Hammerspace,
CrowdStrike and Vcinity.
Support the sponsors, they make it happen.
Dave, day two.
>> You know, John, just even just during Supercloud 3,
the horses on the track keep changing.
I mean, prior to ChatGPT, I would've said,
in AI it's Amazon, Google, and Microsoft
at sort of a distant third.
And then you had a bunch of other companies, Databricks,
Anthropic, Hugging Face, et cetera, et cetera.
After ChatGPT, Open AI shoots to the lead
in terms of momentum, no question about it.
Microsoft right there with them
and then AWS and Google
and now last, yesterday Microsoft announces Copilot
that they're bundling in
with Microsoft 365, amazing strategy.
$30 per user per month.
Between 30-200% more expensive than the average user.
So it's drove $100 billion in market value yesterday.
And oh, by the way, that's called bundling.
Okay, I'm just saying.
>> What's Lee and Kahn think about this?
>> They are running, we'll talk about that in our Cube Pod.
They are running the table on the marketing of AI.
I mean it's just remarkable what they're doing.
>> Yeah, Microsoft's putting on a clinic.
Amazon's trying to respond.
They just, they got a new CMOs just started.
I think she's going to start, Regina Skill, former Intel.
They have to get their game on big time.
Amazon has got the chops, and by the way
they're launching Llama 2 from Meta
into their thing, SageMaker as well.
So it's not like it's just Microsoft.
Microsoft's just sucking all the oxygen out of the room.
And you mentioned the Copilot thing.
And we're going to get into with Jay Cutthroat coming
on the Cube, an influencer and industry expert.
The developer market's exploding.
Open-source, we saw this early on.
We've been talking about it since the beginning.
When we saw ChatGPT, we saw the igniting
of the developer community in open-source.
Even when Meta launched that first model, we saw it coming.
We're going to, again October Supercloud 4 is going to be
all about AI.
This is a developer tsunami, David.
If you look at the sponsors
that are sponsoring us here, NetApp Storage Company,
Hammerspace, redefining storage and NaaS,
CrowdStrike, a security company.
Vcinity, they move and manage data and with workloads
and EnterpriseWeb and Supercloud for the telecom.
All data companies, all data platforms.
Data is the competitive advantage.
And now developers are going to get into the mix.
We've never seen anything like it.
This is going to put in an acceleration on Supercloud big time.
>> It's where you're going to get the moat, we've been talking
about it for the last two days.
And again, Microsoft running circles
around Google Workspaces and they're playing in places
that Amazon doesn't participate.
And even though I kind of poo-pooed their entrance
into the security, I mean they've been in security a while,
but how it affected all the security stocks,
you can't count them out.
I mean, you got to keep an eye on Microsoft.
>> Well, we're super excited.
We going to have Vittorio Viarengo coming on,
an industry expert with VMware.
He saw the wave early on.
He saw Supercloud as it was coming in to the beach
and he recognized it 'cause he's
at VMware architecting the cross cloud services,
which is all the cloud native work
around how to operationalize this.
And he has since been with us and we're going to have him
on the Cube and I'm going to get his perspective
because now the momentum in the industry, Dave, is
off the charts and we're going to continue to push it.
Supercloud 3 day two kickoff security plus AI.
Super Cloud 4, it's going to be coming in October.
All about AI foundation models.
And again, thanks to our sponsors, we really appreciate it.
If you are watching this
and you want to sponsor us, we would appreciate it.
We can do more and more programming,
deeper dives, have deeper conversations
in between the events.
VMware, NetApp, EnterpriseWeb, Hammerspace,
CrowdStrike, and Vcinity.
Support those sponsors.
They help us.
They help you.
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