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>> Hello and welcome to this special CUBE Conversation.
I'm John Furrier, here in Palo Alto
at theCUBE studios for a special conversation
with Tarun Thaker, general manager
of Datos IO, part of Rubrik.
Last time I interviewed you, you were the CEO.
You guys got acquired, congratulations.
>> Thank you, thank you, John.
Very happy to be here. >> How'd that go?
How'd the acquisition go?
>> Excellent, excellent.
I Met Bipul about August of last year
and it was sort of perfect marriage waiting to happen.
We were both going after the broader
irresistible opportunity of data management.
>> I've enjoyed our previous conversations
because you guys were a hot, growing start up
and then you look at Rubrik, if you look
at the success that they've been having,
just the growth in data protection,
the growth in cloud, you guys were on with
from the beginning with Datos.
Now you got a management team, you got all this growth,
it is pretty fun to watch
and I'll see you locally in Palo Alto
so it's been interesting to see you guys.
Huge growth opportunity.
Cloud people are realizing that this is not
a side decision. >> No.
>> It's got to be done centrally.
The customers are re architecting to be cloud native.
The on premises, we saw big industry movements happening
with Amazon at VMworld announcing RDS on VMware
on premises. >> Correct.
>> Which validates that the enterprises
want to have a cloud operation,
both on premise. >> Yes.
>> And in cloud.
How has this shaped you guys?
You have big news, but this is a big trend.
>> No, absolutely.
John, I think you rightly said,
the pace of innovation at Rubrik
and the pace of market adoption
is beyond everybody's imagination, right?
When I said that it was sort of a marriage
waiting to be happened, is if you look
at the data management tam
it's close to 50 billion dollars, right?
And you need to build a portfolio of products, right?
You need to sort of think about the classical
data center applications because on prem is still there
and on premises is still a big part of spending.
But if you look at where enterprises
are racing to the cloud.
They're racing given digital transformation.
They're racing customer 360 experience.
Every organization, whether it be financials,
maybe healthcare, maybe commerce, wants to get closer
to the end customers, right?
And if you look underneath that macro trend,
it's all this cloud native space.
Whether it be Kubernetes and Docker based containers
or it could be RDS which is natively built in the cloud
or it could be, hey I want to now run Oracle
in the cloud, right?
Once you start thinking of this re architecting stack
being built in the cloud, enterprises will not leap
and spend those top dollars that they spend on prem
if they don't get a true, durable data management stack.
>> And one of the things I really was impressed
when you Datos, now it's part of Rubrik,
is you were cloud up and down the stack.
You were early on cloud, you guys thought like cloud native.
Your operations was very agile.
>> Thank you. >> Everything about you,
beyond the product, was cloud.
This is a critical success now for companies.
They have to not just do cloud with product.
>> Correct. >> Their operational impact
has to be adjusted, how they do business,
the supply chains, the value chains.
These things are changing. >> The licensing, the pricing.
>> This is the new model. >> Yes.
>> This is where the data comes in.
This is where the support comes in.
You guys have some hard news, Datos IO 3.0.
What's the big news?
>> John, as you said, we've been very squarely focused
on what we called the NoSQL big data market, right?
We, if you look at, you know you talked
about Amazon RDS, if you go to the Amazon business,
Amazon database business is about
four billon dollars today, right?
Just think about that.
If you take a guess on number one data base
in Amazon native, it's not Oracle, it's MySQL.
Number two, it's not SQL Server, it's Mongo DB.
So if you look at the cloud native stack,
we made this observation four years ago, as you said,
that underneath this was all NoSQL.
We really found that blue ocean, as we call it,
the green field opportunity and go build
the next Veritas for that space.
You know, with 3.0, Bipul likes to call it
in accordance to his leadership, consolidate your gains.
Once you find an island full of gold coins,
you don't leave that island. (laughing)
You go double down, triple down, right?
You don't want to distract your focus
so 3.0 is all about us focusing.
Really sort of the announcements are rooted
around three vectors, as we call it.
Number one, if you look at why Rubrik was so successful,
you know you went into a pretty gorilla market of backup
but why Rubrik has been successful at the heart
is this ease of use and simplicity.
And we wanted to bring that culture into,
not only Datos team, but also into our product, right?
So that was simplicity.
Large scale distributive systems
are difficult to deploy and manage
so that was the first part.
Second part was all about, you know, if you look at Mongo.
Mongo has gone from zero to four billion dollars
in less than 10 years.
Every Fortune 2000, 500, Global 2000 customer
is using Mongo in some critical way.
>> Why is that?
I mean people were always, personally we love Mongo DB,
but people were predicting their demise every year.
"Oh, it's never going to scale," I've heard people say
and again, this is the competition.
>> Correct. >> We know who they are.
But why is the success there?
Obviously NoSQL and unstructured data's big tsunami
and there's more data coming in than ever before.
Why are they successful? >> Excellent.
That's why I enjoy being here, you go to the why
not the what and the how.
And the why is rooted for why Mongo DB's so successful,
is application developers.
We've all read this book, developers
are the king makers of the IT,
not your IT and storage admins?
And Mongo found that niche, that if I can go
build a database which is easier
for an application developer, I will build a company.
And that was the trend they built the company around.
Fast forward, it's stock that is trading
at $80 a piece. >> Yeah.
>> To four billion plus in market.
>> Yeah and I think the other thing I would just add,
just riffing on that, is that cloud helps.
Because where Mongo DB horizontally scales--
>> Elastic. >> The old critics were saying,
thinking vertical scale. >> Correct.
>> Cloud really helps that. >> Absolutely, absolutely.
Cloud is our elastic resources, right?
You turn it out and you turn it down.
What we found in the first, as you know
in the last two to three years journey of 1.0, 2.0,
that we were having a great reception
with Mongo DB deployments
and again, consolidate your gains towards Mongo
so that was the second vector,
making Datos get scale out for Mongo DB deployments.
Number three, which is really my most favorite
was really around multi cloud is here, right?
No enterprise is going to really, bet only on one form
of Amazon or one form of Google Cloud,
they're going to bet it across these multiple clouds, right?
We were always on Amazon, Google.
We now announced Datos natively available on Amazon,
so now if you have enterprise customers
doing NoSQL applications in Amazon,
you can protect that data natively to the cloud,
being the Azure cloud.
>> So which clouds are you guys supporting now with 3.0?
Can you just give the list? >> Yep, yep.
We supported Amazon from very early days, AWS.
Majority of customers are on Amazon.
Number two is Google Cloud, we have a great relationship
with Google Cloud team, very entrepreneurial people also.
And number three's Azure.
The fourth, which is sort of a hidden Trojan horse
is Oracle Cloud.
We also announced Datos on Oracle Cloud.
Why, you may ask?
Because if you look at, again, NoSQL
and data stacks in Cassandra,
we saw a very healthy ecosystem building
for Cassandra and Oracle Cloud, for obvious reasons.
It was very good for us to follow that tailwind.
>> Interestingly I was just at Oracle yesterday
for a briefing, and I'm not going to reveal any
confidential information, because it's all on the record.
They're heavily getting to cloud native.
They have to. >> They have to.
There's no choice.
They cannot be like tiptoeing, they have to go all in.
>> And microservices are a big thing.
This is something that you guys now have focus on.
Talk about the microservices.
How does that fit in?
Because you look at Kubernetes, Kubernetes
is becoming that kind of TCPIP moment for the cloud world
or TCPIP powered networked and created inter working.
The inter cloud or the multi cloud relationship?
>> Correct, all the cloud native.
>> Kubernetes is becoming that core catalyst.
Got containers on one side, service meshes on the other.
This brings in the data equation, stateful applications,
stateless applications, this is going to change the game
for developers. >> Absolutely.
>> Actually now you have a backup equation, how do you know
what to back up? >> Correct.
>> What's the data? >> Correct.
>> What's the impact? >> Yeah.
So the announcement that we announced,
just to cover that quickly,
is we were seeing that trend.
If you look at these developers
or these DBAs or data base admins
who are going to the cloud and racing to the cloud?
They're not deploying OVA files.
They're not deploying, as you said, IP network files, right?
They want to deploy these as containerized applications.
So running Mongo as a Docker container
or Cassandra as a Docker container
or Couch as a Docker container
and you cannot go to them as a data management product
as an age old mechanism of various bits and bytes.
So we announced two things, Datos is now available
as a Docker container, so you can just get a Docker file
and run your way.
And number two is we can also protect
your NoSQL applications that are Dockerized
or that are containerized, right?
And that's really our first step into what you're seeing
with Amazon EKS, right?
Elastic Kubernetes Service.
If you saw NetApp announced yesterday
the acquisition of Kubernetes as a service, right?
And so our next step,
now that we've enabled Docker container of Datos,
is to how do we bring Kubernetes as a service
on top of Docker because Docker to deploy,
orchestrate, manage that by itself
is really still a challenge.
>> Yeah containers is the stepping stone
to orchestration. >> Correct, correct.
>> You need Kubernetes to orchestrate the containers.
>> That is correct, that is correct.
>> Alright so summarize the announcements.
If you had to boil this down, what's the 3.0?
>> So if I were to sort come back and give you sort of
the headline message, it is really our release to go
crack open into the Fortune 500, Global 2000 enterprises.
So if you remember, 60% of our customers are already
what we call it internally, R2K, global 2000 customers
so Datos, 60% of our customers
who are large Fortune 500 customers.
>> They're running mission critical?
>> They're mission critical, no support applications.
>> So you're supporting mission critical applications?
>> Absolutely, some of our biggest customers, ACL Worldwide,
one of the largest financial leading organization.
Home Depot, that we have talked about in the past, right?
Palo Alto Networks, the worlds largest
cloud security networking company, right?
If you look at these organizations
they are running cloud native applications today.
And so this release is really our double down
into cracking open the Global 2000 enterprises
and really staying focused at that market.
>> And multi cloud is critical for you guys?
>> Oh, absolutely.
Any enterprise software company without,
especially a data company, right?
At the end of the day, it's all about data.
>> Tarun, talk about why multi cloud, at some point.
I'd love to get your expert opinion
on this because you know Kubernetes,
you see what's coming around the corner
with service meshes and all this cool stuff
because it impacts the infrastructure.
With multi cloud, certainly what everyone's asking about,
hybrid and multi cloud.
Why is multi cloud important?
What's the impact of multi cloud?
>> Great question, John.
You know, I think it's rooted
in sort of three key reasons, right?
Number one, if you look at what enterprises
did back in the day, right history repeats itself, right?
They never betted only on IBM servers.
They bought Dell servers, they bought HP servers.
Never anybody betted only on ESX
as the virtual hypervisor platform.
They betted on KBM and others, right?
Similarly if you look at these enterprises,
the ones that we talked about,
Palo Alto Networks, they're going to run some
of the applications natively on Amazon
but they want DR in Google Cloud
so think about a business use case being across clouds.
So that's the one, right?
I want to run some applications in Amazon
because of elasticity, ease of use, orchestration
but I want to keep my DR in a different site
but I don't want to a colo, right?
I want to do another cloud, so that's one.
Number two is some of your application developers
are, you know, in different regions, right?
You want to enable sort of different cloud sites
for them, right?
So it's just locality, would be more of a reason
and number three which is actually,
probably I think the most important,
is if you look at Amazon and what they have done
with the book business, what they've done with others,
e-commerce organizations like eBay, like Home Depot,
like Foot Locker, they're very wary
of betting the farm on a retail organization.
Fundamentally Amazon is a retail organization, right?
So they will go back, their use cases on Google cloud,
they'll go back their use cases on Azure cloud
so it's like vertical.
Which vertical is prone or more applicable
to a particular cloud, if that make sense?
>> And so having multi vendors been around for a while
in the enterprise, so multi vendor
just translates to multi cloud?
>> There you go, yes, yes.
>> How about what's goin' on with you guys?
Next week is Microsoft Ignite,
their big cloud show from Microsoft.
You guys have a relationship with them.
In November you announced a partnership.
>> Correct. >> Rubrik and you guys
are doing that, so what's going on with them?
You're co-selling together?
Are they joint developing?
What's the update?
>> Ignite, so Microsoft, I'll give an update
on Microsoft and then Ignite.
As you know, John Thompson is on our board
and you know fundamentally the product that we have built,
Azure team, working with them,
we have come to realize that it's a great product
to bring data to the cloud. >> Right.
>> And we have a very good, strong product relationship
with Microsoft, we have a co-sell
meaning their reps can sell Rubrik
and get quota retirement, that's massive, right?
Think for both the companies, right?
And companies don't make those decisions, John, lightly.
Those decisions are made very strictly.
>> Quota relief is great. >> It's huge.
>> It's a sales force for you guys.
>> Exactly, yep.
For us, specifically on Ignite,
with this release we announced Azure.
We worked very closely with the Azure storage division.
When we pitched them, hey we are now,
Datos is available on Azure,
the respect that we got was amazing.
We had a Microsoft quote in our press release.
At Ignite next week we have dedicated sessions
talking about NoSQL back ups on Microsoft,
natively being protected on Azure Cloud.
It's good for them, good for us,
huge announcement next week.
>> That's good.
You guys have done the work in the cloud
and it's interesting, early cloud adopters
get some dividends on that.
Just to summarize the chat here,
if you had to talk to customer who's watching
or interested and sees all this competition out there,
a lot of noise in the industry,
how would you summarize your value proposition?
What's the value that you're bringing to the table?
How do you guys compete on that value?
Why Datos? >> Perfect, thank you.
It's, again, simple order in one to three.
Number one, we're helping you accelerate journey
to the cloud.
Right, you want to go the cloud, we understand
Fortune 500 enterprises want to race to the cloud.
You don't want to race without protection,
without data management.
It's your data, it needs to be in your control
so that's one.
We're helping you race to the cloud,
yet keeping your data in your hands.
Number two, you are buying a truly cloud native software
not a software that was built 20 years ago
and shrink wrapped into cloud.
This is a product built into technologies
which are cloud native, right?
Elasticity, you can scale up Datos,
you can scale down Datos, just like Amazon resources
so you're truly buying an elastic technologies rooted
data management product.
And number three, you know if you really look at cloud,
cloud to you as a customer is all about,
hey can I build, not lift and shift, cloud native.
And you're adopting these new technologies,
you don't want to not think about protection,
management, DR, those critical business use cases.
>> And thinking differently
about cloud operations is critical.
Great to see you Tarun.
Thanks for coming on and sharing the news
on Datos 3.0, appreciate it.
I'm John Furrier, here in Palo Alto Studios
with the general manager of Datos IO,
now part of Rubrik, formerly the CEO of Datos,
Tarun Thaker, thanks for watching.
I'm John Furrier, thanks for watching theCUBE.
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