>> Narrator: Live from San Francisco, it's theCUBE,
covering Google Cloud Next 19.
Brought to you by Google Cloud and its ecosystem partners.
>> Everyone, welcome to theCUBE here live in
San Francisco at Mascone South.
We're on the floor at Google Next 2019 #Googlenext19.
I'm John Furrier.
My cohost for three days of wall-to-wall coverage
of Google's Cloud Conference is with
Dave Vellante and Stu Miniman.
Guys, day one of three wall-to-wall coverage.
We got the Thomas Curian,
the new CEO on the job for 10 weeks.
Took the realm from Diane Greene.
35,000 attendees, it's packed.
It's definitely developer crowd.
It feels a lot like AWS, not a corporate show like Microsoft
or IBM or others, or Oracle.
It's really more about developers.
We just heard the keynote.
Google's making some moves.
The new CEO's got to put on a show.
We saw a lot of customers.
We see in the positioning, Sundar Pichai,
the CEO of Google came out.
Really kind of a, interesting keynote.
Feels like Thomas has still got to shake that Oracle off,
but he's guns blaring.
Some new announcements.
Guys, let's do a round up on the keynote, Stu.
>> Yeah, so John, as you said, great energy here.
This place is bustling.
Sitting here where we are we can see everybody's
goin' through the expo hall.
As you said, is Google serious about this,
this whole Cloud activity?
Absolutely.
There's no better way than to have your CEO up there.
We go to the Amazon show, you don't see Jeff Bezos there.
Been to the Microsoft shows, you know, you don't usually
see their CEO there.
You have the Cloud group does the Cloud thing,
but absolutely Cloud is a critical piece
of what Google is doing.
And it's interesting, because it actually didn't feel
as geeky and as developer-focused as I would expect
to see at a Google show.
Maybe they've heard that feedback for years
that Google makes great stuff,
but they're too smart and they're too geeky.
When you go to the Amazon show, they're announcing
all the different compute and storage pieces
and everybody's hootin' and hollerin'.
Here it was a little bit more business.
It was high level.
They had all these partners out on stage,
and customers out on stage.
Many of them, you know, you talk about retail and healthcare
and all these other ones where you say,
Oh okay, Amazon's a major competitor there.
So, can Google stake their claim as to how they're going to
move up from the number three position
and gain more market share as they fit into the multicloud?
Which I know we're going to spend a lot of time on.
Where's their position in this Cloud space today?
>> John: Dave, what's your thoughts?
>> Well, first of all, this is a big show.
I mean, we were here at IBM, I think, in February.
This feels like a much, much larger event, number one.
And as Stu said, it's really much more developer heavy.
I think, John, there's no question,
people don't question Google's global Cloud presence.
Sundar talked about 200 countries, 90 Cloud regions,
58 plus two new data centers, so no question there.
But there are questions as to whether or not Google
can move beyond search and maps and Gmail, and really
be a really big Cloud player for Enterprise Cloud.
That really is the elephant in the room.
Can Google innovate and attract the CIOs?
They showed a number of customers, not nearly,
of course, as many as Amazon or even Microsoft would show.
They're talking about ecosystems.
To me, that ecosystem slide, it's got to quadruple this year
to really show some progress.
But you've got new leadership,
as we've talked about last year, John,
and love to get your thoughts on this,
Google's playing the long game.
They got the best tech and they got great data, great AI.
>> I want to dig into the new rebranding
of the Google Cloud platform,
which is now called Anthos, which is Greek word for flower.
We kind of had visibility into this.
We kind of saw it coming.
But before we get into that I want to just kind of point out
something that we've reported on Silicon Angle,
something that we've been saying on Twitter
about Diane Greene.
It's been reported that she was fired from Google
for missing on Red Hat.
All these rumors.
But interesting, Thomas Curian's first words as CEO on stage
was a direct shout out to Diane Greene.
I think this validates our reporting, and our analysis,
that Diane Greene absolutely helped hire Curian,
worked with the board, worked with Sundar.
And essentially, because she was the architect of rebuilding
Google Cloud's Enterprise chops,
the team there that she recruited,
we've been following and covering.
Diane Greene built that foundation.
She passed the torch to Thomas Curian.
This was not a Diane Greene firing.
So I think Thomas Curian, nice gesture on Diane Greene
kind of sets the table and validates and preserves
her legacy as the rebuilder, rearchitect of Google Cloud.
Pretty interesting.
>> Yeah, I mean, you know I think where there's
some smoke there's fire.
I don't think Diane got, quote unquote, fired.
I think, you know, she was under a lot of pressure.
She was here for seven years.
I think they probably felt like,
Okay, now it's time to really bring somebody in who
wants to take this to the next level.
I don't think Diane necessarily had the stomach for that.
>> Yeah, but, John, you put really great points there,
but it does talk about what is the culture of Google?
You know, the elephant in the room is what is Google?
Google makes, you know, most of their money on advertising.
That's not what Google Cloud is.
It doesn't fit into the traditional model.
You know, Google's culture is not geared for the Enterprise.
The critique on Google for years has been,
We make really great stuff, and you need to be Googley,
and you need to do things the way we do.
Thomas Curian's out there.
We need to meet customers where they are today.
That's very much what we hear in the Enterprise.
That's what you hear when you talk about
Amazon or Microsoft, they're listening to their customers.
They're meeting them at their business applications.
They're hoeing them build new environments.
Will Google be a little less Googley,
and therefore meet customers and help work them?
And that leads the multicloud and the Anthos discussion
that you talked about. >> Well, we heard a lot about
that today, I mean, John, you've pointed out
many many times that Kubernetes is
the linchpin to Google strategy.
It's really, it's kind of like a Hail Mary relative to AWS.
And that's what we heard today,
multicloud, multicloud, multicloud.
Whereas with AWS, and certainly to a lesser extent Oracle,
it's UniCloud.
Multicloud is more expensive, is what they tell us,
multicloud is less secure,
multicloud is more complex.
Google's messaging is exactly the opposite of that.
>> Dave, just to poke at that a little bit.
It's great to see Sanjay Poonen up on stage with VMware,
but where'd we last see VMware at a Cloud show?
Its at Amazon.
They've got a deep partnership here.
Kubernetes is not a differentitor for Google.
Everybody's doing it.
Even Amazon is being forced to be involved in it.
Cisco was up on stage.
Cisco's got a deep partnership with Amazon and AKS.
So, Kubernetes is not a magic layer,
as Joe Beda said on theCUBE at KubeCon.
It is something that Google, that management layer,
and how I live in a multicloud environment.
Yes, Google might be further along with multicloud
messaging than, say, Amazon is.
But Amazon's the leader in this space.
And everybody that has multiple clouds,
Amazon's one of them, even the keynote
this morning, >> Well,
>> they're talking about AWS. >> Not for the board there
is forced, right?
It was forced into Kubernetes.
You're not seeing AWS run demos that show a target
of the Google Cloud or the Microsoft Cloud.
You saw that today from Google
move into VM. >> Well, we see Amazon--
We've see Amazon do demos with Oracle,
but that's resort.
Let's hold off on the partners for a second.
Let's go through the keynotes.
So the Diane Greene comment, also
Ayall came out who runs VP Ventures,
he's the architect put on this Anthos product.
Last year they announced on GCP,
it's basically a hybrid solution, GA, general availability
of Anthos, which has security built in, out of the box,
multicloud security integrated for continuous integration,
continuous development, CICD pipelining.
Very key news, and that was really interesting.
That's such a, their new platform
that they've rebranded, called Anthos.
This is a way for them to essentially start posturing
from just hybrid to multicloud.
This is the shift of Google.
They want to be the on-premise Cloud solution,
and on any Cloud.
Your thoughts, guys.
>> You know, the demo said it all.
The ability to take VMs and move them into containers,
and move them anywhere, right wants and move them anywhere.
And that I think is the key differentiator right now
relative to, certainly AWS, lesser extent Microsoft.
IBM right there with Red Hat.
That's, to me, the interesting angle here.
>> Look, Google has a strong history with containers.
If you scroll back to the early days of Docker,
2014, 2015, Google was out there as to how many, you know,
just so many containers that they're
building up and tearing down.
However, you go to the Microsoft show,
you go to the Amazon show, we're starting to talk
a lot more about server list.
We're going to have the product lead for server list on today.
I'm excited to dig into that because I'm a little bit
concerned that Google is so deep in the containers
and how Kubernetes is.
They're looking for like Knative to connect the pieces,
but they are a little bit behind
in some of the next-generation architectures
built on Turvalis. >> I want to
make a point here, if you're not the leader in Cloud,
which in Enterprise Cloud, which Google is not,
IBM is not, Oracle is not, okay fine,
but if you don't have a Cloud like Cisco or Dell or VMware
you have to go after MultiCloud.
Amazon's not in any rush to go after MultiCloud.
There's no reason down the road Amazon can't go after that
opportunity to the extent that it's a real tam.
There's a long way to go.
Talk about early innings.
We haven't even started the game
of MultiCloud yet. >> Outpost hasn't even been
spec'd out yet, so that has not been relieved,
so we're seeing what,
Amazon's got no, they are the Cloud,
so they're the incumbent.
Interesting enough, on Jennifer Lin, you mentioned the JenMo
Jennifer Lin, CUBE alumni, I'm going to interview her later,
she introduced Anthos Migrate.
Kind of reminds me of some of the AWS shows we have,
the migration tools.
And that migrates workloads from VMwares into containers,
running in containers.
As you mention, Dave, this is an end to end
no modified code changes.
That's a big deal.
>> John, exactly, on Twitter people are going,
is this is the next VMotion?
Those of us that have been in the industry a while
will remember how powerful that was to be able to seamlessly
migrate VMs and containers.
I shouldn't have to think about how I'm building it,
where it lives, that was the promise
of PAZ for all those years and absolutely
things like Kubernetes, what Google's doing,
chipping away at that, and they're partnering with Cisco,
they're partnering with Pivotal,
partnering with lots of companies,
so that that portability of code is a lot easier.
>> I mean that is exactly what this is, cloud Vmotion
I mean we know what Vmotion did in the Enterprise.
>> To me that's the star of the keynote, is obviously
the rebranding as I see it a positioning thing,
but the star of the show is the Jennifer Lin demo
because if Anthos Migrate actually works,
that's going to be a tell sign to me
on how fast Google can take territory.
Now what's interesting also
with the announcements was,
I wanted to get your guys' thoughts on this
because we covered ecosystems,
we covered how Cloud and Enterprise have been
partnering over the years, Enterprise is
not that easy, Google has found out the hard way.
Microsoft has done really well,
they have had install base.
Google had to stand this up from the beginning,
again Diane Green did a great job but now it's hard,
it's a hard nut to crack, so you see Cisco on the stage.
Cisco has huge Enterprise Cloud
Vmware comes on stage and David Gentler, Geckler
EVP of engineering of Cisco, one of their top executives
on stage, and then you have Sanjay Poonen,
Cube alumni came on, Sanjai had more time than Cisco,
so, you have two companies who kind of compete NSX
with software-defined Cisco, both on stage,
Cisco absolutely integrating into,
we covered on siliconangle.com,
just posted it live, where Cisco
is actually laying down their container platform
and integrating directly into Google's container platform
to offer programmability end-to-end.
I think that's something that didn't
get teased out on the keynotes, too,
because this allows for Google to quickly move
into the Enterprise and offer true programmability
of infrastructure, this is the nirvana
of infrastructure as code, this is
what DevOps has been waiting for.
Stu, your thoughts on this because
this could be a game changer.
HyperFlex and ACI, this could put pressure
on Vmware with a continuous running platform
and the Cisco relationship, your thoughts.
>> Yeah, so John Cisco has a broad portfolio
when you talk about MultiCloud.
It's not just the networking components,
HCI is absolutely a piece,
but that MultiCloud management is a layer
that Cisco has been adding to
and working on for a lot of years,
and they've got very key partnerships.
So, making sure, seeing David Geckler on stage here.
Proof, Cisco, lot of Enterprise customers.
Vmware, of course, 600,000 customers there, so,
Google wants to get into these accounts,
you look at, Microsoft's strength
is their Enterprise agreements that they have, so,
how will Google get into some of
these big accounts, get into the procurement,
get into the environments,
and there's lots of different methods, and,
the partnerships, we said are critical.
>> I think David Geckler undersold the opportunity here,
I mean, when it comes to networking InterCloud,
Cisco is in the pole possession, position,
to basically say we got the best network,
the highest performance networks, the most secure networks,
and we're in a position to connect all these Clouds.
And, to me, that didn't come out today.
So, when you think about MultiCloud,
each of these companies is coming at it from
their position of strength.
Cisco, very clearly dominant networking,
VMware, and virtualization, and,
I think that came through in Sanjay Poonen's keynote.
I think again, Geckler undersold it, but,
it's a great opportunity for Cisco and Google.
>> Well, I think Google has a huge opportunity
with Cisco because if they have
a go-to-market to join sales together,
that could really catapult Google sales.
Again, I thought Geckler was kind of copy worth,
worth Cisco, but, Cisco, VMware's on stage with him,
I thought that was going to be a Hail Mary
for Cisco to kind of half bring that back, but,
then watching Sanjay Poonen come on saying,
hey, we're okay, it's going to be a VM whirl
and Pat Gelsinger has been on the record saying,
Kubernetes is the dial tone of the internet stew.
This is an interesting matchup between Cisco and Vmware.
Your thoughts?
>> Yeah, so right, there's so many pieces here
as to where their play, look we know there's
competition and you know partnerships in a lot
of these environments, Google actually has
a long history of partnering.
I can't even think how many years ago it was
that the Google and VMware partnership and,
Cisco, if I can't actually Dave,
there's something I know you've
got a strong viewpoint on.
You know, Thomas Kurian left Oracle.
And, it was before he had this job.
Everybody says, is TK going to come in here and bring,
Oracle's sales methodology into Google?
What does he bring, what's his skill set?
>> I think it's actually, I think it's the opposite!
Right, I think that's why he left Oracle
because they didn't want every data base
to run on the Oracle Cloud.
He realizes a huge opportunity out there.
And I think the messaging that I heard today
is again, it's completely, I saw something on Twitter,
like, oh, this is just like Oracle.
It's nothing like Oracle.
It's the polar opposite of what Oracle is doing.
>> I think Kurian can really define his career.
This could be a nice swan song for him
as he takes Google with Diane Greene did.
Builds it out, does the right deals,
if he can build an ecosystem and bring
the tech chops in with a clear go-to-market.
He's not going to be able to hire the salespeople
and the SEs fast enough, in my opinion.
That's going to be a really slow boat
to promised land, he's got to do some deals,
he's got to put some corp dev in play,
he's got to make some acquisitions.
It's going to be very, and Sundar Pichai, the CEO said,
we are investing heavily in Cloud.
If I'm Amazon, I'm worried about Google.
I think they are a dark horse.
They have a lot, they have a clean sheet of paper.
Microsoft, although, has legacy install base.
Google's got, I think, a lot more powder, if you will, Dave.
>> One little side, now I agree with that, John,
I think you're absolutely right.
The clean sheet of paper and the deep pockets,
you know, and in the long game and the great tech,
Amazon should be worried about Google.
One little side note, and Stu, you and I talked
about this, did you hear Thomas ask Sanjay Poonen
about Dell and Dell Technologies
and Sanjay's is an executive Dell was talking
about the whole Dell Technologies portfolio.
I thought it was a very interesting nuance
that we hadn't previously seen from VMware
when they were owned by EMZ.
>> Well, Dave, you know, we see
Dell and VMware are almost the same company these days,
they're working together, but, John,
as you said, I actually like that we didn't have
some big announcement today on an acquisition.
Thomas Kurian says he's got a big pocket book,
he's going to be acquisitive, and,
it'll be interesting to see, do they buy some company
that has a big Enterprise sales force?
It can't just be old legacy sales
trying to go into the cloud market.
That won't work, but absolutely,
a lot of opportunities for them to go out.
They didn't get GitHub, they didn't get Red Hat,
so, who will Google pick up?
>> You guys are right on, man, sales force
is still a big question mark, and,
how can they hire that fast, that's a--
>> And again, he's only been in the job
for 10 weeks, I think he's going to get his sea legs,
I think he's going to come in,
he's going to ingratiate in with the culture,
and, it'll be a quick decision.
I think the Google culture will accept
or reject Thomas Kurian based upon his first year
in operations, he's going to have to get into the team,
and I think the Wall Street Journal kind of commented on this
that, will he bring that Oracle?
I thought that was kind of a, not a fair assessment,
but, I think he's got the engineering chops
to hang with Google, he kind of gets the Enterprise market
100%, he's been there, done that.
So, I think he's got a good shot.
I think he can make the right moves.
Of course, we're here making the moves on
theCUBE here, live for day one of three days
of wall-to-wall coverage, I'm John Furrier, Dave Vellante,
Stu Miniman here at Google Next in Mascone
in San Fransico live, we'll be back
with more coverage after this short break.
(upbeat electro music)