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- Welcome to theCube Insights.
A podcast that is typically taken from Siliconangle media's
theCube interviews, where we share the best
of our teams insights from all events we go to
and from time to time we want to be able to extract
some of our learnings when we're back at the ranch.
Joining me for this segment is co-founder, co-CEO,
benevolent dictator of a community, my boss, Dave Vellante.
- Hey Stu.
- Dave. Good to see you dressed down.
- Yeah, well. Podcast, right? We got toys, props and no tie.
- Yeah, I love seeing this ... we were just talking,
John Furrier, who we could really make a claim
to say we wouldn't have the state of podcasting today,
definitely in tech, if it wasn't for what John had done
back in the day with PodTech and it's one of those things,
we've talked about podcasts for years
but I'd gotten feedback from the community that said,
"Wow, you guys have grown and go to so many shows
that we want to listen to you guys as to:
what was interesting at this show,
what did you guys take out of it,
what cool people did you interview?"
We said, "Well, of course all over youtube,
our website thecube.net but it made a lot of sense
to put them in podcast form because podcasts have had
a great renaissance over the last couple of years.
- Yeah, and it's pretty straight forward, as Stu,
for us to do this because virtually every show we do,
even if it's a sponsor show, we do our own
independent analysis upfront and at the tail end,
a lot of our people in our community said,
"We listen to that, to get the low down on the show
and get your unfiltered opinion."
And so, why not?
- Yeah, Dave. Great point.
I love, from when I first came on board, you always said,
"Stu, speak your mind.
Say what the community;
what are the users saying?
What does everybody talk about?"
As I always say, if there is an elephant in the room
we want to put it on the table and take a bite out it.
And even, yes, we get sponsored
by the companies to be there.
We're fully transparent as to who pays us.
But from the first Cube event, at the end of the day,
where after keynote, we're gonna tell you
exactly what we think and we're always welcome for debate.
For people to come back, push on what we're saying
and help bring us more data because at the end of the day,
data and what's actually happening in the world
will help shape our opinions and help us move
in the direction where we think things should go.
- I think the other thing is too, is a lot of folks ask us
to come in and talk to them about what we've learned
over the past year, the past six months.
This is a great way for us to just hit the podcast
and just go through, and this is what I do,
just go through some of the shows
that I wasn't able to attend
and see what the other hosts were saying.
So, how do you find these things?
- Yeah, so first of all, great.
theCube insights is the branding we have on it.
We're on iTunes, We're on Spotify, We're on Google Play,
Buzzsprout's what we use to be able to get it out there.
It's an RSS on wikibon.com. I will embed them
every once in a while or link to them.
We plan to put them out, on average, it's once a week.
We wanna have that regular cadence Typically on Thursday
from a show that we've been out the spring season is really
busy, so we've often been doing two a week
at this point, but regular cadence,
just podcasts are often a little tough to Google for
so if you go into your favorite player
and look at thecube insights and if you can't find it
just hit you, me, somebody on the team up.
- So you just searched thecube insights
in one of those players?
- Yeah absolutely, I've been sitting with a lot of people
and right now it's been word of mouth,
this is the first time we're actually really explaining
what we're doing but thecube one word,
insights is the second word I found it real quick in iTunes
I find it in Google Play, Spotify is great for that and or
your favorite podcast player Let us know if we're not there.
- So maybe talk about some of the things we're seeing.
- Yeah absolutely - The last few months.
- So, right when we're here,
what are our key learning?
So for the last year or two Dave,
I've really been helping look at the companies
that are in this space,
How are they dealing with multi cloud?
And the refinement I've had in 2018 right now is that
multi cloud or hybrid cloud seems to be,
where everyone's Landing up and part of it is that
everything in IT is heterogeneous
but when I talk about a software company,
really, where is their strength?
are they an infrastructure company
that really is trying to modernize what's happening in the
data center are they born with cloud are they helping there?
or are they really a software that can live in SAAS,
in private cloud and public cloud?
I kinda picture a company and where's their
center of gravity?
Do they lean very heavily towards private cloud,
and they say public cloud it's too expensive
and it's hard and You're gonna lose your job over it
or are they somebody that's in the public cloud saying:
there's nothing that should live in the data center
and you should be a 100% public cloud,
go adopt severless and it's great and the reality is
that customers use a lot of these tools,
lots of SAAS, multiple public Cloud for what they're doing
and absolutely their stuff that's living in the data center
And will continue for a long time.
what do you see in it Dave?
- My sort of takeaway in the last several months,
half a year, a year is we used to talk about cloud
big data, mobile and social as the forward drivers.
I feel like it's kinda been there done that,
That's getting a little bit long in the tooth
and I think there's like the 3DS now,
it's digital transformation, it's data first,
is sort of the second D and disruption is the 3rd D
And I think if you check on one of the podcast
we did on scene digital, with David Michella.
I think he did a really of laying out how the industry
is changing there's a whole new set of words coming in,
we're moving beyond that cloud big data, social mobile era
into an era that's really defined by this matrix
that he talks about.
So check that out I won't go into it in detail here
but at the top of that matrix is machine intelligence
or what people call AI.
And it's powering virtually everything
and it's been embedded in all types of different
applications and you clearly see that
to the extent that organizations are able to Leverage
the services, those digital services in that matrix,
which are all about data, they're driving change.
So it's digital transformation actually is real,
data first really means You gotta put data at the core
of your enterprise and if you look at the top five companies
in terms of market cap the Googles, the Facebooks,
the Amazons, the Microsofts Etc.
Those top five companies are really data first.
But People sometimes call data-driven,
and then disruption everywhere,
one of my favorite disruptions scenarios is of course
crypto and blockchain And of course I have my book
"The Enigma war" which is all about crypto, cryptography
and we're seeing just massive Innovation going on
as a result of both blockchain and crypto economics,
so we've been really excited to cover,
I think we've done eight or nine shows
this year on crypto and blockchain.
- Yeah it's an interesting one Dave because absolutely
when you mention cryptocurrency and Bitcoin,
there's still a lot of people in the room that look at you,
Come on, there's crazy folks and it's money,
it's speculation and it's ridiculous.
What does that have to do with technology?
But we've been covering for a couple of years now,
the hyper ledger and some of these underlying pieces.
You and I both watch Silicon Valley
and I thought they actually did a really good job this year
talking about the new distributed internet
and how we're gonna build these things and that's really
underneath one of the things that
these technologies are building towards.
- Well the internet was originally conceived
as this decentralized network and well it physically
is a decentralized network, it's owned essentially
controlled by an oligopoly of behemoths
and so what I've learned about cryptocurrency
is that internet was built on protocols that were funded
by the government and university collaboration
so for instance SMTP Gmail's built on SMTP
(mumbles) TCPIP, DNS Etc.
Are all protocols that were funded essentially
by the government, Linux itself came out of universities
early developers didn't get paid for developing
the technologies there and what happened after
the big giants co-opted those protocols
and basically now run the internet,
development in those protocol stopped.
Well Bitcoin and Ethereum and all these other protocols
that are been developed around tokens,
are driving innovation and building out
really a new decentralized internet.
So there's tons of innovation and funding going on,
that I think people overlook the mainstream media talks
all about fraud and these ICO's that are BS Etc.
And there's certainly a lot of that
it's the Wild West right now.
But there's really a lot of high quality
innovation going on,
hard to tell what's gonna last and what's gonna fizzle
but I guarantee there's some tech that's being developed
that will stay the course.
- Yeah I love....I believe you've read the Nick Carr book
"The Shallows", Dave.
He really talked about when we built the internet,
there's two things one is like a push information,
And that easy but building community
and being able to share is really tough.
I actually saw at an innovation conference I went to,
the guy that created the pop-up ad
like comes and he apologizes greatly, he said
"I did a horrible horrible thing to the internet".
- Yeah he did
- Because I helped make it easier to have ads
be how we monetize things, and the idea around the internet
originally was how do I do micropayments?
how do I really incent people to share?
and that's one of the things we're looking at.
- Ad base business models have an inherent incentive
for large organizations that are centralized
to basically co-opt our data and do onerous things with them
And that's clearly what's happened.
users wanna take back control of their data
and so you're seeing this, they call it a Matrix.
Silicon Valley I think you're right did a good job of
laying that out, the show was actually sometimes
half amazingly accurate and so a lot of development
going on there.
Anywhere you see a centralized,
so called trusted third-party where they're a gatekeeper
and they're adjudicating essentially.
That's where crypto and token economics is really attacking,
it's the confluence of software engineering,
Cryptography and game theory.
This is the other beautiful thing about crypto is that
there is alignment of incentives between the investor,
the entrepreneur, the customer and the product community.
and so right now everybody is winning,
maybe it's a bubble but usually when these bubbles burst
something lives on, i got some beautiful
tulips in my front yard.
- Yeah so I love getting Insight into the things that
you've been thinking of, John Furrier, the team,
Peter Borus, our whole analyst team.
Let's bring it back to thecube for a second Dave,
we've done a ton of interviews I'm almost up to 200 views
this year we did 1600 as a team last year.
I'll mention two because one, I was absolutely giddy
and you helped me get this interview,
Walter isaacson at The Dell Show,
One of my favorite authors I'm working through
his DaVinci book right now which is amazing he talks about
how a humanities and technology, the Marrying of that.
Of course a lot of people read the Steve Jobs interview,
I love the Einstein book that he did, the innovators.
But if you listen to the Michael Dell interview that I did
and then the Walter isaacson I think he might be
working on a biography of Michael Dell,
which i've talk to a lot of people,
and they're like i'd love to read that.
He's brilliant, amazing guy I can't tell you
how many people have stopped me and said I listened
to that Michael Dell interview.
The other one, Customers.
Love talking about customers especially people
that they're chewing glass,
they're breaking down new barriers.
Key Toms and I interviewed It was Vijay Luthra
from Northern trust.
Kissed a chicago guy And he's like
"this is one of the oldest and most conservative
financial institutions out there".
And they're actually gonna be on the stage at DockerCon
talking about containers they're playing with severless
technology, how the financial institutions get involved
in the data economy,
Leverage this kind of environment while still maintaining
security so it was one that I really enjoyed.
How about...... what's jumped out of you in all your years?
- (Mumbles) reminds me of the quote (mumbles)
software is eating the world, well data is eating software
so every company is.... it reminds me of the NASDAQ
interview that I did Recently and all we talked about,
we didn't talk about their IT,
we talked about how they're pointing their technology
to help other exchanges get launched around the world
and so it's a classic case of procurer of technology
now becoming a seller of technology,
and we've seen that everywhere.
I think what's gonna be interesting Stu is AI,
I think that more AI is gonna be bought,
than built by these companies and that's how they will close
the gap, I don't think the average
everyday global 2000 company is gonna be an AI innovator
in terms of what they develop, I think how they apply it
is where the Innovation is gonna be.
- Yeah Dave we had this discussion when it was (mumbles)
It was the practitioners that will Leverage this will
make a whole lot more money than the people that made it.
- We're certainly seeing that.
- Yeah I saw.....I said like Linux became pervasive,
it took RedHat a long time to
become a billion dollar company,
because the open stack go along way there.
Any final thoughts you wanna go on Dave?
- Well so yeah, check out thecube.net,
check out thecube insights, find that
on whatever your favorite podcast player is,
we're gonna be all over the place thecube.net
will tell you where we're gonna be obviously,
siliconangle.com, wikibon.com for all the research.
- Alright and be sure to hit us up on Twitter
if you have questions.
He's D Villante on twitter, Angus stu S-T-U,
Furrier is @Furrier, Peter Borus is PL Borus on twitter,
Our whole team.
wikibon.com for the research, siliconangle.com for the news
and of course thecube.net for all the video.
- And @ TheCube
- And @TheCube of course on Twitter for our main feed
And we're also up on Instagram now,
so check out thecube signal on one word,
give you a little bit of behind the scenes fun
our phenomenal production team help to bring the buzz
and the energy for all the things we do so for
Dave Vellante, I'm Stu Miniman,
thanks so much for listening to this special episode
of thecube insights.
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