>> Announcer: Live from Seattle, Washington.
It's theCUBE, covering KubeCon
and CloudNativeCon North America 2018,
brought to you by Red Hat,
the Cloud Native Computing Foundation
and its ecosystem of partners.
>> Hello everyone, welcome to theCUBE.
We are at CubeCon 2018 in Seattle,
CloudNativeCon as well.
We've been to every KubeCon and CloudNativeCon
since inception.
I'm John Furrier.
My co-host Stu Miniman want to break down the three days
of wall to wall coverage of the rise of kubernetes
and the ecosystem and the industry consolidation
and standardization around kubernetes for multi cloud,
for hybrid cloud.
We're here breaking down day one keynote,
kicking everything off.
Stu, it's fun to come here and watch words like
expansion, Moore's law, expansive growth, doubling down.
The attendance for KubeCon, CloudNativeCon,
hockey stick growth chart on Twitter.
1200, 4000, 8000 up into the right.
Global phenomenon, the team at CNC at KubeCon,
huge presence in China this year,
total expansion all to save,
hold the line on the cloud tsunami
that is Amazon's web services.
>> Yeah.
>> This is the massive cloud game going on, your thoughts.
>> Yeah, John first of all.
You have to start out just expansive growth
and you can just feel the energy here.
We're in the middle of the show floor.
You were here two years ago in Seattle
when I think they said, they were, was it 16?
There weren't that many sponsors here.
There's 180 booths at this show.
The joke in the keynote this morning was
if you want to replace your entire T-shirt wardrobe
that's what you can do here.
Everybody's got fun stickers.
It's a good crowd.
Those alpha geeks, this is where they are.
>> John: And Stu, you're sporting a new T-shirt.
>> Yeah, John so I want to thank our friends.
>> Make sure they can see that.
>> Our friends here, Women Who Go.
They do the GoLang languages,
the gopher is what they're doing here.
So love that, if you're at the show, come by.
Get our stickers.
If you look up Women Who Go on thread list.
They actually have an artist shop.
The CNCF has their logo up there.
We have their logo.
There is blockchain.
There's docker, there's all these and you can buy the shirts
and the money for buying these shirts actually goes to bring
women and underserved people to events like this.
We also love John when they're supporting this.
The CNCF actually, I think it was a 130 or so people
that they brought to this conference
through charitable donations from many of the sponsors.
>> And that's one of the highlights I want to get to later
is the mission driven and the social responsibility,
scholarships, the money that's being donated to fund
diversity inclusion in all walks of life
to make CloudNative, but Stu lets get back to the core
thing that's going on here at KubeCon, CloudNativeCon.
A couple years ago, I said, we said on theCUBE
that the Tsunami, that is Amazon Web Service
is just going to just hit ashore
and just wipe out the industry in IT
as much as it can go unless someone builds a seawall.
Builds a wall to stop that momentum.
Kubernetes and KubeCon specifically has had that moment.
This is the industry saying look it.
Cloud is awesome.
It's full validation of cloud
but there is more than just AWS.
This is about multi cloud, hybrid cloud,
and a lot of forces are at play competitively
to make sure that Amazon doesn't run the table.
>> Yeah, John, it's good to do a little bit of compare
and contrast here because if you go back to OpenStack,
it was OpenStack is the hail Mary against Amazon,
and it's going to help you get off your VMware licenses.
Well that's not what kubernetes is,
if you look both VMware required Heptio,
and Amazon have a big presence at this show.
Amazon, their hands were forced to be able to actually
work with kubernetes.
I remember I read an article that said,
there were about 14 different ways
you can run kubernetes on Amazon before they supported it.
Now they fully support it.
They're going even deeper, AWS Fargate.
I know you spend a lot of time at re:Invent
digging into some of this environment here
so this isn't, portability is a piece of kubernetes.
Kubernetes won the orchestrator battles out there.
It is the de facto standard out there,
and we're seeing how this stack can really be built up
on top of it.
The thing that I've been keying in on coming into this year
is how Serverless plays into it.
You heard a big push for Knative on the keynote
which is Google, who of course brought us to kubernetes.
IBM, SAP, Red Hat all there but I don't see Microsoft
or AWS yet embracing how we can match up Serverless
and kubernetes today with the Knative.
>> I think if I'm Amazon or Microsoft,
I might be a little bit afraid of this movement
because when, we went through the multi vendor days.
You had multi vendoring decades ago.
Now, multi cloud is the multi vendoring story,
and what's interesting is that choice becomes the key word
in all this and a real enterprise that's out there.
They got Cisco routers, they got tons of stuff that's
actually running their business, powering their business.
They need to integrate that
so this idea that one cloud fits all
certainly has been validated.
I think to me the winner takes most
but what this community is doing Stu around kubernetes
is galvanizing around a new stack configuration
with kubernetes at the center of it,
and that will disintermediate services at AWS
and at Microsoft.
Microsoft stock price has put that company in a higher
value position than Google or Apple.
What has Microsoft actually done to make them
go from a $26 stock price to $100 and change?
What did they actually invent?
What did they actually do?
What did they disrupt?
Was it just go in a cloud?
Is it Office 365?
This begs the question is it just the business model shift
so certainly there is business in the cloud
and it's showing here at KubeCon.
>> Yeah John, there was a major cultural shift
inside of Microsoft
I was really excited.
One of the shows I got to go to this year
was Microsoft Ignite, and in many ways it's interesting.
That show has been around for decades
and in many ways, it was the Windows admin
just getting the latest and greatest.
From my standpoint, I think it was Microsoft fully embracing
the move to SaaS.
They're pushing everybody to Office 365.
They are aggressively moving to expand their cloud
that that hybrid environment Microsoft has the applications,
and they're not waiting for customers to just leave them
or hold onto whatever revenue stream.
They're switching to that writable model.
They're switching to SaaS model.
They're pushing really hard on Azure.
They're here in force.
They're really embracing developers,
all the .NET folks, they were--
>> They're moving the ball inch by inch down the fields
slowly to that cadence and that in totality
with social responsibility and commencement of the cloud.
I think has been, there's not one thing that's happened.
It's just a total transformation for Microsoft,
and the results and the valuation are off the charts.
Google, the same way.
Diane Greene has, I think was unfairly categorized
by the press in terms of her exit.
She's been wanting to retire for years Stu.
She has turned Google around.
You look at Google where they are right now
verses where they were two years ago.
Two years ago, they were slinging cloud the Google way.
Now they're saying hey, you know what.
We know the enterprise.
Jennifer Lin, Sarah Novotny, Dawn Chen.
All those people over there are leading the way
real enterprise just with tech
and they got some big moves to make,
and they're doing it.
So Diane Greene did not fail.
So that was one thing that's interesting
in the ecosystem and in Amazon as you know
just kick it out.
So given all that Stu, how does that relate to this?
>> Yeah, let's bring it back here.
So first of all, kubernetes.
It was interesting the keynote this morning.
We spent a lot of time talking about things
that built on top of and around
what's happening with kubernetes.
Talking about things like how Helm is moving forward.
Onvoy, Prometheus all of these projects.
There are a couple dozen incubating projects
and a few of them are graduating up
to be full flanked projects.
We talked about the ecosystem
and how many partners are here.
There's around 80 service providers
and about 80 platforms that have kubernetes baked in.
I want to point out an interesting distinction.
Some people said, it's like oh they're 75 or 80
different distributions of it.
I don't think that anybody thinks that they're going to
make a differentiated platform that people are going to buy
what I'm doing because I have the best kubernetes.
Really what the CNCF has done a good job is saying
you're fully supported.
You're inoperable, you meet the guidelines to say,
I am kubernetes and therefore it's baked
into what we're doing.
So why do we have so many of them?
It's well, there's a lot of clouds out there.
There's service providers
and even the infrastructure players
are making sure that they're in there.
Everybody from Intel, all the way through.
Servers and storage and networking
all making sure that they're doing they're pieces
to make sure that they work in the kubernetes environment.
>> So Stu, I got to ask you a question on the keynote.
You were in the front row.
I was watching online here.
Kind of distraction, sold out in the keynote.
I didn't get the whole gist of it.
How much of the keynote was vendor
or project expansion verses end user traction?
Can you give some color on that?
>> Yeah, so a lot of it was the projects.
What's really good is there's not a lot of vendors.
Sure there is here's the logo slide.
Let's everybody give a big round
of applause and thank you.
But when they put the projects up there,
many of these projects came out of a group
but some of that is well Lyft.
Lyft created one of these projects
and who's involved in that.
One of the big news announcement was FCD
is being donated to the CNCS,
and well that came out of CoreOS to solve a really needed
problem that they had to make sure that
when you're rolling upgrades that you don't reboot
the entire cluster all at once,
and then your application isn't able to be there.
So why are they donating?
Well it has reached the maturity level,
and while CoreOS is inside of Red Hat,
there is a broad adoption.
Lots of people contributing
and it just makes sense to hand it over.
Red Hat, everything they've done always is 100% open source,
so them making sure that they have a good relationship
with the foundation and who should have the governs of that.
Red Hat has a strong track record on that.
I know we'll be talking a lot--
>> All right so Stu get your perspective on the big players.
We saw Google up on Saint-operno.
We saw VMware.
Cisco is here.
I saw some of the Cisco executives here earlier.
You got Red Hat, you got the big dogs here, Microsoft.
What's the trend on the big players
and then what's the trend on the hot startups
either companies and or new wave in here?
You mentioned Knative.
So big companies, what's the general trend there
and then what are you seeing on the interests
around startups.
>> So John, last year when I talked to users at this show.
It was most of the people that were using kubernetes
were building their own stack.
The exception to that was oh if I'm a Red Hat customer,
open shift makes sense for me.
I can built it into what my model is.
Azure had just come out with their AKS support.
AWS had just been figuring out their ECS
verse EKS and what they had.
We're going to do before Fargate was down there.
Today, what I hear is maturation of the platform
so I expect Amazon and Microsoft to win more,
and just I'm on those platforms.
I'm using it, oh I want to use their kubernetes service
that's going to make sense.
So the rich get richer in this a lot way.
Red Hat is going to do well, IBM is a strong player here,
and of course sometime in 2019,
we expect that acquisition of Red Hat to close.
From a start up standpoint, there are so many niches
that can be filled here.
The question is how many of them are going to end
up as acquisitions inside some of these big ones.
How much of them can monetize
because as I said with kubernetes John,
I don't see a company that's going to say oh,
I'm going to be the kubernetes company and monetize.
Mirantis for a year or so ago was pivoting to be
from the OpenStack company to the kubernetes company.
Heptio was an early player and they had a quick exit.
They're bringing strong skill set to the VMware team
to help VMware accelerate their CloudNative activities.
So in many ways John, this is an evolution
more than a revolution so I do not see a drastic change
in the landscape.
>> Well evolution is cloud computing.
We know that's going to yield the edge of the network
and then on premise is complete conversions.
This evolution is interesting Stu
because this is an open source community vibe.
You have now two other things going on around it.
You have the classic open source community event,
and you've got on the other spectrum,
normal app developers that just want to right code.
Then you got this IT dynamic.
So what's happening and that will be interesting
and we'll be watching this is how does the CNCF KubeCon,
CloudNativeCon involve,
and you start to cross pollinate app developers
who just want our infrastructure as code.
IT people who want to take over a new IT
and then pure open source community players.
This has now become a melting pot.
Is that an opportunity or a challenge for the CNCF
and the Linux Foundation?
>> The danger is that this just gets overruned by vendors.
It becomes another OpenStack that people get disenfranchised
through what they're doing
so absolutely there's a threat here.
To their credit, I think the CNCF has done a really good job
of managing things.
They're smart is how they're doing.
They're community focused.
I have to say in the keynote John,
if we noticed the diversity was phenomenal.
Most of the speakers were women.
They were one from end users.
There are a couple of dozen end users that are now
members of the CNCF.
>> I think they're all CUBE alumnis too.
>> Absolutely, and John, we've been here since the early days
been tracking the whole thing.
>> It's fun to watch.
My opinion on the whole the melting pot of those personas
is I think the CNCF and the Linux Foundation
has a winning formula by owning
and nurturing the open source community side of it.
I think that's where the data is going to be,
that's where the action is
and I think as a downstream benefit,
the IT market and developers will win.
I would not try to get enamored by the money,
and the vendor participation hype.
I don't think they are.
I'm just saying I would advise them to stay the course.
Make this the open source community show of course,
that's what we believe
and of course we're CubeNative this week.
We are here at the CloudNative and now we're CubeNative.
This is the first day of three days of coverage.
I'm John Furrier and Stu Miniman breaking down
the analysis, talking to the smartest people we can find,
and also talk about some of the key players
that are sponsoring the show.
We'll be back with more coverage after this short break.
(uptempo techno music)