(soft upbeat music)
>> TheCUBE's back on day three
here in Cloud City, Mobile World Congress.
This is where all the action is
and this is theCUBE's set, I'm John with Dave Vellante.
We're here with DR, Danielle Royston,
who is the CEO of TelcoDR, as well as the CEO of Totogi.
Great to see you again.
>> Hey. >> Hey, how are you guys?
>> Good
>> Great time, great booth last night,
good industry executives. A lot of intimate high player,
big players here in the industry,
even though not a lot of attendance,
but the right people are here and events are back.
>> Yeah. I think, MWC was the first event to cancel
with COVID in end of February 2020.
So first big event to come back, it's such a nice symmetry.
Typically you have big delegations,
hundreds of people from the big groups coming to the show.
We're seeing the executives are coming, smaller delegations,
but they're all in the booth
and that we're having great conversations and it's awesome.
>> Yeah. And the thing I will say is that
theCUBE's back too we'd like them to be in here
in the action, because one of the things
that's happened with this hybrid events is
that people are watching.
And so there's a virtual space and the physical space,
and Cloud City has built out paradise,
it's beautiful and spectacular behind us.
If you look around for the people who can't see,
it's really made for the combination of onsite
and virtual experience.
The content, the people Bon Jovi last night,
it's just the top of Mobile World Congress.
And it's translating to the industry, this has been amazing.
So congratulations.
>> Danielle: Thanks so much. >> Dave: I think I got to say,
you have a lot to say as we all know.
But I think it was easy
for the big guys. >> Danielle: Can't Shut me up.
(chuckles)
>> That's why we love you in theCUBE.
But I think it was easy for the big guys to tap out
and say, Hey, we're going to save a bunch more money,
we don't really have much to talk about.
We're going to talk about again. Hey, let's talk about 5G.
(chuckles)
>> It's a revolution
>> Have I told you about 5G though.
>> Whereas the narrative here is all about the future
and it's not about the future of blah-blah-blah,
it's about the future, this is the journey that we're taking
and here's where it's starting,
and with meat on the bone.
>> Yeah. I think what's really interesting about Cloud City
is the fact that we've brought these different players
together that they're all focused,
as you said, on the future.
And I'm starting to see these connections
where they're collaborating.
Like, vendors that didn't know each other
probably would never have partnered before,
totally different areas.
I'm hearing the conversation in the booth
about like, Hey, I talked to people in security,
or I went and talked to LMX and we're putting deals together
'cause we're complimentary and it's amazing.
>> John: And integration partnership, heard
that from Google yesterday on our news exclusive break
in there, they see integration.
And they're talking about Android
with what Android did for mobile.
They're seeing a whole new software paradigm coming
into Telco, it's partnership, it's ecosystem and open.
These are new kind of dynamics.
>> Danielle: And I think for you guys,
when you say integration and open,
I think those things are really paired in
and they're important.
A lot of times Telco people will hear integration,
they all think customization.
Coding it up and customizing it,
so that they talk to each other.
But I think the open part of that
is really important where we're connecting via API's
and I think that's bringing the hyper-scalers,
that's what they do.
They provide these systems and the software,
that's all API base
and you can use it very quickly,
and you can unravel it if you need to.
And it's feature velocity
we talked about a couple of days ago.
>> And automation is the underpinning of that.
I mean, that's really the theme,
it's not like a one-off hardcore custom integration
that's going to be frozen.
>> Danielle: One time to upgrade every 18 months
or whatever it is, it's alive.
>> Dave: How about Musk yesterday?
>> John: I mean, he's always a crowd pleaser.
First of all, my kids love him.
He's crazy. >> Who doesn't love Elon Musk?
>> I mean, he is amazing.
He's a builder. And he takes no prisoners.
He's just, you know what? My goal was not to go bankrupt.
That's what he said a couple of years ago.
>> Dave: Which was brilliant
because everybody's gone bankrupt in that business
and he's just blows it off.
>> And he's just like, look it, we're here
to just want to chip away at it
and we're just going to keep striving, not making up excuses.
He takes the failures, he takes the face plants,
he gets back up and he keeps going.
He's focused on building
the future. >> He's focused
on one thing, he's on focused everything.
He's focused on getting to Mars.
And I think that's what I like to compare
myself to Elon Musk, not that I'm building rockets
or getting to Mars, but that the hard problem
that I'm solving is getting Telco to the public cloud.
And that's going to take a decade.
It might have been accelerated because of COVID,
it might've taken 20 years
and now it might take 10, but you look at what he does
and that guy, he has haters on Twitter
they're kind of pew pew, always like throw in their bars,
but he's like, I got my rocket company,
I got my communication and space company.
We're going to need to bore a holes, The Boring Company.
I need batteries, I got my Tesla company.
And so this guy focuses. >> John: He's got some haters,
but he's got a lot more lovers on his other side
because people might not know this,
but he fires the entire PR department
because he's like, I don't need PR
I'm just going to go do my own, his own PR.
Actually the crypto stuff's always fun,
Dogecoins are always a laugh.
>> Danielle: I think he just plays around with that.
>> And it's just more of like playing.
>> Dave Vellante: And that's like, watch this! (laughs)
>> He just like to see what he can do.
>> I said that live was interesting thing he did,
but I think he illustrates the point of a new generation.
And I think my young kids, not young,
they're in their '20s now,
they look at him and they say,
that's aspirational because he's building and he's not,
he's focused on that one thing. And again,
the growth that you mentioned Telco to the cloud,
getting back to that,
I want to ask you this growth question.
It used to be like, okay, growth was there,
people expanded cell towers, networks were networks,
now it seems like the growth of Telco,
what Telco is going into with Edge
and all the open ranch stuff,
which means that we need more infrastructure.
We need more stuff, there's more needed
and there's growth behind them. What's your reaction?
>> Danielle: I think we need more software.
Software eats the world. And it's, I mean,
there was a lot of hardware to chomp in Telco
and it's just going to keep eating it,
and that's just going to accelerate.
I that's where Telcos need to start to build that muscle.
They don't have great software capability,
they don't have public cloud building capability.
And so that's a big up-skilling
that's a new hiring and I think
it's an executive conversation.
It's not just an IT thing or just a marketing thing,
or networking thing.
>> Dave: I got to chime in here for a second
because there are a lot of parallels
with how the data center transition has occurred.
And what's happening here. We talk about all the time,
Oh, it's a mainframe, et cetera. There are parallels.
And what happened when the data center went
to software-defined a whole bunch of hardware
was allocated to run all the software-defined stuff.
It wasn't built for that, but the cloud,
what you guys are doing with Togi
and taken advantage of AWS's Nitro and Graviton.
That's built to be software-defined.
And so the Telcos are going to go through the same thing.
If they just virtualized, they're going to say, oh wow,
we're wasting 30% of our power our compute power
on just supporting all this software-defined stuff,
'cause it wasn't built for that,
but the cloud is built for that.
And that is going to be a huge difference.
>> Danielle: And I keep trying to make this distinction
and I think people in Telco still don't get this
about the public cloud.
They think of it as a place.
It's a place to run a workload.
And that tells me,
they think of it as infrastructure.
They think of it as servers still like,
well, I'm going to run into my closet
or AWS' has closet. I'm like,
and I was just having a conversation
about this with a senior person from GSMA.
I'm like, it's actually about the software that's there,
it's about the databases they're building
and the analytics and the AI, and ML
that they let you buy by the minutes
or by the API call. And that is like,
you need to think about that 'cause it's mind blowing,
it's a totally different way to think.
>> John: You're totally right.
And just going to again, give you props on this.
I've had many ones with Andy Jackson
for the past seven years for exclusives,
but over the years it's been consistent.
Each platform lifting and shift wasn't the end game.
Re-platforming in the cloud certainly a great advantage,
a great starting point. It was the refactoring.
And that's why you see Amazon Web Services
for instance, keep adding more services
'cause that's the model.
They keep offering more goodness
so that the businesses could refactor,
not just re-platform. And that's what you're getting,
I think with the AI and machine learning,
where you start getting into these new use cases,
but why couldn't do that before?
>> Danielle: Right.
>> This is going to be a huge game changer.
>> Well Forrest Brazeal, a great guy,
a cloud guru wrote a great blog
called a lift-and-shift is a ticking time bomb.
And it's a great start to get your stuff over there,
it forces your team to start to interact with like, an AWS
or GCP in a real way like now they, they got to use it.
You take it away and I'm like,
but once you move it you got to re-factor
you got to rewrite and then
that's why it's a ticking time bomb.
You got to move it over and get going.
>> John: You know, Royston DR, Digital Revolution
of you are one, you got it here TelcoDR
and this has been a great experience
for theCUBE as we get back to business
with real life events and virtual,
the folks who couldn't make it here,
Barcelona is still a great city,
obviously a great place to come and the events will be back,
they'll be hybrid, they'll be different.
certainly theCUBE will lay, doubling down,
but we've got a great video.
I want to share for the group,
the Barcelona and Cloud City,
this is a montage of what it's like here
and little experiential video.
So take it away and run that video.
(slow upbeat music)
(upbeat music)
>> Hi, I'm Katie Goldfinch here in Barcelona
for an action packed day two at TelcoDR's Cloud City.
This morning, the focus was firmly on DR
and her MWC keynote which told Telco execs
in no uncertain terms that now is the time to act
on embracing public cloud.
Back in Cloud City, content ruled the day
with both theCUBE and Cloud City live stages,
hosting public cloud thought-leaders, covering a wide range
of topics to educate and inspire attendees.
And in the beautiful space of Cloud City,
the excitement grew throughout the day
as we streamed MWC's exclusive keynotes from Elon Musk.
And preparations got underway
for tonight's star performer, Jon Bon Jovi.
(upbeat music)
>> Katie: Wow! What an amazing day
from groundbreaking keynotes into space
and back to a star studded performance.
Don't forget, you can catch up on anything you missed
and join us for the rest of the week
at cloudcity.telcodr.com or following #cloudcity.
(slow upbeat music)
>> OK we're back, that was great look at what's going on here
in Cloud City, this next video DR,
you're going to love this.
Your keynote highlights and some Bon Jovi highlights,
which by the way, was the most epic thing,
people were packed,
>> Dave: It was exciting. >> This place was packed.
It had the security, clicking peoples,
counting all the people,
people are standing back.
All the people on their booths,
they're all coming in to watch.
>> Dave: He was pumped.
>> Let's take a look at this awesome highlight video
from yesterday.
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>> Okay. We're back to theCUBE.
Dave, that was a highlight reel yesterday.
DR has got some action on stage, great messaging,
revolution, digital revolution.
>> You know your comment about how you think like Elon Musk,
that's an inspiration from it.
I mean, what a lot of people don't know
is when you look at autonomous vehicles,
remember you're driving down Palo Alto,
you see one of those LIDAR things,
he's doing away with LIDARs, it's too expensive.
It's $7,000, he's taking it with cheap cameras
and software down to a couple of hundred bucks per vehicle,
that's the way he thinks
and you're doing the same thing to Telco.
>> Danielle: I am. I'm trying to change Telco.
I mean, he's changing the world. He might be one
of the most important humans on earth right now.
I don't think I'm exactly that level,
but I'm trying to become
a really important person in Telco,
we have this great message.
I think it's going to help Telcos to get better businesses
ad I think it's a great idea.
>> John: For the folks out there watching,
what is that big change?
You're going to drive down this Cloud City street,
main street of Cloud City and just all about cloud.
'Cause public clouds here,
it's going to become hybrid dynamics,
operating models are changing.
What is the key message that you'd like to send?
>> I think all of the software
in Telco needs to be re-written.
And that's how many millions of lines of code is that
and it's going to be shrunk down, and put out on public cloud,
and re-written using the software legos of the public cloud,
that is a big undertaking. No one's working on it.
I'm working on it. I'm doing it. Let's go do it.
>> John: Let's do it. And if you look out a couple of years,
what would be a successful, what does checkmate look like
in these chess game that you play?
>> (chuckles) I'm winning, hashtag winning.
(laughs and crosstalk)
I think it takes, again,
it takes singular focus like Elon Musk on Mars.
Somebody needs to singularly focus
on getting to the public cloud and you can't sit there,
and protect your old business models,
your CR revenue if you're Amdocs, give that up.
When they start to give up their CR revenue
to focus on public cloud, then they'll be,
okay there's a worthy adversary out there
really focusing on it.
>> John: I mean the late Clay Christianson
had all the same things. Innovator's dilemma.
You just get stuck here, what do you do?
You kill your own, you eat your own to bring in the new,
I mean, all these things are going on, this is a huge test.
>> Danielle: If we're willing to burn some boats.
>> I think it's transparency, simplicity,
and the consumer saying, Hey, this is a great experience.
that's the tell sign.
And that's what we're going to see over
this next decade. >> Consumers love their Telco,
I can't wait for that I want to love my Telco.
>> Dave: Like you love Netflix.
>> Yes, exactly.
>> DR, we love you because you've got a bold vision.
You put it out there and you're driving it.
You're walking the talk. Congratulations.
And again, Cloud City is a home run, great success.
Thanks for having theCUBE.
>> Thank you guys as always, super fun. Great day.
>> Okay. TheCUBE's coverage here
and remember we're here getting all the action,
and it's all going to go online after, synchronous consumption.
But right now, it's all about Mobile World Congress
and Cloud City. This is the action.
And of course, Adam in Cloud City Studio,
is waiting for us and you're going to take it from here.