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  • Salesforce Commerce Page Designer – Creates Experiences With Clicks Not Code

    Salesforce Commerce Page Designer – Creates Experiences With Clicks Not Code

    “We have something brand-new we call the Commerce Page Designer,” says Mike Micucci, CommerceCloud CEO at Salesforce. “It allows you to create experiences with clicks not code. You can literally drag and drop things around on the page and just put them right where you want to. You don’t need to be a programmer or a data scientist to do it. Your marketers and your merchandisers can build those experiences super fast to respond to different market changes.”

    Mike Micucci, CEO of CommerceCloud at Salesforce, announces new enhancements to Salesforce Commerce Cloud in a discussion at Connections 2019:

    You Have To Really Put the Customer Right At the Center

    In today’s industry, it’s not just about showing up and having a pretty picture you have to really put the customer right at the center. When they are there experiencing your brand you’re not delivering just the premium experience but you’re personalizing it to them. It’s not just on the shopping site it’s everywhere they go, from how you engage with them on social all the way through on customer service.

    Putting the customer at the center to deliver a premium, a personalized experience, that’s a differentiator today. That’s what the customers are expecting everywhere they go. That’s is the key.

    Commerce Page Designer Creates Experiences With Clicks Not Code

    Our team has been working all year to get ready for Connections. We’ve got some great news that we’re going to showcase. First and foremost, we have something brand-new we call the Commerce Page Designer. It allows you to create experiences with clicks not code. You can literally drag and drop things around on the page and just put them right where you want to. You don’t need to be a programmer or a data scientist to do it. Your marketers and your merchandisers can build those experiences super fast to respond to different market changes. That’s one of the biggest things that we’re producing.

    The second thing is we also have a lot of new tech for developers. We’re connecting Heroku Solution kit and Commerce together in a whole new way. With this new Heroku Solution Kit, which includes templates to help you build mobile apps, shopping apps, and service cloud apps. They are all right there in front of you so they developers can be super productive with this great environment with Heroku where you can manage and build apps.

    Thirdly is MuleSoft. It takes on average about 39 different systems to pull off a commerce scenario. Those are back-end systems like ERP, your order system, and inventory. What we’ve done with MuleSoft is we made it a lot easier to connect commerce through MuleSoft to all those legacy systems through one unified layer. So today, we’re announcing this new MuleSoft For Commerce Cloud Accelerator so that developers have a whole set of preset of APIs so they can jump-start that process.

    Those are three great innovations. One for all your marketing and merchandisers. Then there are two great innovations for the developers that make them much more productive. Our goal is to help you not only deliver premium experiences but do it really fast.

    Einstein and AI Are Really Reshaping Commerce

    So what is next on the horizon? First and foremost, we always listen to our customers tell us here are the things that they need to drive their business. But what you should be looking for is how Einstein and AI are really reshaping commerce. You’ll see that in how Einstein is not just doing product recommendations but reshaping the entire customer experience.

    Einstein takes away of a lot of those things that you used to do manually, let’s say like visual search where you can shop by pictures, where Einstein will figure out, hey, what’s in that picture and make it really easy to add it to the cart. It can take a lot of the guesswork out of it and just really make the shopping experience delightful. So stay tuned for a lot more AI and a lot more Einstein.

    https://youtu.be/Wpu7zVQTZ-Q
    Salesforce Commerce Page Designer – Creates Experiences With Clicks Not Code – Mike Micucci
  • New Launch Evolves the Dropbox Experience To a Living Team Workspace, Says CEO

    New Launch Evolves the Dropbox Experience To a Living Team Workspace, Says CEO

    “We’ve launched the biggest change we’ve ever made to our product, an all-new desktop app,: says Dropbox CEO Drew Houston. “It evolves the Dropbox experience from a folder full of files to a living team workspace. You can have not just files but any kind of cloud content. We saw so many of our customers, and frankly ourselves, struggling. There are all these new apps and they’re great but how do you stitch them all together? We see a big opportunity to make that a much more seamless experience.”

    Drew Houston, CEO of Dropbox, discusses extensive new feature added to the Dropbox product from just a folder full of files to a living team workspace in an interview on Bloomberg Technology:

    Evolves the Dropbox Experience To a Living Team Workspace

    We’ve launched the biggest change we’ve ever made to our product, an all-new desktop app. It evolves the Dropbox experience from a folder full of files to a living team workspace. You can have not just files but any kind of cloud content. So G Suite, things like Google Docs, Sheets,  and Slides, really anything that you’re using. It also includes integrations with tools like Slack and Zoom. From within Dropbox, you can send people messages, you can start meetings, you can send things out for signature, or see your calendar. It’s a much more integrated workspace.

    We saw so many of our customers, and frankly ourselves, struggling. There are all these new apps and they’re great but how do you stitch them all together? We see a big opportunity to make that a much more seamless experience. We’re really excited about it and can’t wait to get it out there.

    The New Dropbox Experience Integrates Your Workspace

    New Dropbox Organizes and Simplifies Your Working Life

    Most, if not all companies, are going to have integrations. The opportunity we saw is to organize it, to really bring it into a well-designed coherent experience, and different from some of the messaging tools. What Dropbox allows you to do is within a native app you can have all your content in one place work across all these different ecosystems. Instead of the interface of just being a list of messages, you can see here’s what you’re working on. Here are our projects and here are the most important pieces of content. We think from a design standpoint it’s a pretty different approach.

    What we’re seeing is that users want choice. They are using all kinds of different apps for communication, for content, for coordination. What’s missing is a way to stitch it all together. That’s the role that we think we can play. It’s very similar to the role we played in the beginning with helping you get to your stuff from all these different platforms and operating systems. Now we’re thinking about how do we organize and simplify your working life and help stitch together all these different things.

    Second, I’d say a lot of what we’re doing is complimentary. You’re not going to stop using Slack or stop using these other tools. In fact, we’re making it easier for you to get to them. We find that a lot of our customers love using these different tools but they need a more integrated experience. Not having that means you’re always switching back and forth and there’s a lot of friction.

    New Launch Evolves the Dropbox Experience To a Living Team Workspace, Says CEO Drew Houston
  • There’s Been No Salesforce of Security, Says CrowdStrike CEO

    There’s Been No Salesforce of Security, Says CrowdStrike CEO

    “There really hasn’t been a foundational cloud company born from the ground up in the cloud,” says CrowdStrike CEO George Kurtz. “There’s been no Salesforce of security. We think we’ve taken the right approach and created the right architecture to be that fourth pillar of cloud computing. That’s one of the areas that I think gets our customers most excited. It’s made their lives a lot easier. As I like to say, it just works for them and that’s what customers are looking for.”

    George Kurtz, Co-Founder and CEO of CrowdStrike, discusses their IPO (today) and CrowdStrike’s unique position as the first cloud platform for security in an interview on CNBC:

    We Built The First Cloud Platform For Security

    We’ll let the market dictate the (stock) pricing. What we’re focused on is really building long-term value for shareholders and obviously making sure that our customers are protected. That’s the way we built the business, focusing on preventing breaches for our customers. What is fundamentally different is that we really built the first cloud platform for security.

    When you think about Workday and ServiceNow and Salesforce, there really hasn’t been a foundational cloud platform for security. What is fundamentally different is that we really built the first cloud platform for security. That was one of our goals when Demetri Alperovitch and I started the company in 2011. This cloud platform has allowed us to stop breaches and to scale different modules that really hit a specific customer need. It’s been well received by our customers.

    A Big Part Of Our Platform Is Collecting Data At Scale

    CrowdStrike really runs on your endpoint or computer or your server or workload in the cloud. What we found with traditional antivirus, as an example, we do way more than that, is that signature-based technologies were just not capable of stopping breaches. So a big part of our platform is actually collecting data at scale. We collect a trillion events per week. We use that data to train our machine learning algorithms and we can identify attacks and breaches that have never been seen before at the speed of the network.

    This crowdsourcing aspect, which is the crowd in CrowdStrike, really has enabled us to identify these attacks that are causing the most damage to large and small organizations around the globe. They just haven’t been able to do that with traditional, I call fossilized, vendors that are in the market. This architecture has really changed the game for us.

    Obviously, security is an evolving area. Adversaries continue to change their tactics. The good part about AI is that you can evolve it to identify these sorts of threats no matter if it’s stealing intellectual property or credit card information or breaking in and destroying data on someone’s computer. What’s important to realize is that at cloud-scale, and the way we operate, we have the ability to take all this data, synthesize it, and provide the best protection and prevention methodologies for our customers.

    AI Is Great But It Is Not a Panacea

    It’s really all about the data. You hear a lot about AI and AI is great but it has to be used in the right ways. It’s not a panacea. So it’s easy to come up with an algorithm but it’s really hard to collect this data at scale and be able to train these AI algorithms. This is really one of the things that we spent a lot of time on, building a very scalable architecture to get this data in (into our Threat Graph), which is one of the most advanced security databases around.

    It really allows us to get better efficacy and lower false positive rates in detecting these breaches. In my view, it’s all about the data. We will continue to get more and more data. It’s that network effect. Our threat graph gets smarter the more data we actually consume.

    CrowdStrike Threat Graph

    We See The Tip of The Breach Being The Endpoint

    When we look at the threats, whether it’s a nation-state or whether it’s an e-crime group obviously, the threats are evolving and they’re rapid. There are hundreds of thousands of new pieces of malware that come out every day. It’s incumbent on companies to be able to protect themselves. It’s just been an area that’s been underserved because most of the existing technologies have focused on stopping malware instead of stopping breaches, which is again part of our core mission.

    If you look in the past, there’s been a lot of point product companies that have come out and try to solve a specific problem. But if you just step back, the problem that most companies are trying to solve is not being breached. Whether that’s network technology or endpoint technology, at the end of the day we see the tip of the breach being the endpoint. That’s where the data resides, the servers, the endpoints, the desktops, and that’s what we’re protecting.

    There’s Been No Salesforce of Security

    From that standpoint, if you look back in history there really hasn’t been a foundational cloud company born from the ground up in the cloud. There’s been no Salesforce of security. We think we’ve taken the right approach and created the right architecture to be that fourth pillar of cloud computing. That’s one of the areas that I think gets our customers most excited. It’s the ability to rapidly install our technology, just have it work, and be able to scale with us and use different modules with that single agent architecture. It’s made their lives a lot easier. As I like to say, it just works for them and that’s what customers are looking for.

    There’s Been No Salesforce of Security, Says CrowdStrike CEO George Kurtz
  • We Are Iterating At a Faster Clip, Says Amazon Web Services CEO

    We Are Iterating At a Faster Clip, Says Amazon Web Services CEO

    “We have a pretty significant market segment leadership position in this infrastructure cloud computing space,” says AWS CEO Andy Jassy. “There are a few reasons for it. The first is we just have much more functionality by a large amount than anybody else. We are also iterating at a faster clip. When you actually look at the details that gap in functionality is widening.”

    Andy Jassy, CEO of Amazon Web Services, discusses how AWS began as the leader in the infrastructure cloud computing space and how that gap in functionality is widening in an interview with Kara Swisher at the 2019 Code Conference:

    In My Wildest Dreams, I Never Imagined a 6-Year Head Start

    We were trying just to get to launch (2006) without our friends across the lake (Microsoft) knowing about it. At that time Amazon was not known as a technology provider to companies. We felt it was really important for us to be first to market to have a chance to be successful. I was hoping we could just get to launch without anybody else knowing and beating us to the market. In my wildest dreams, of the many surprises we had, I never imagined we would have a six-year head start. I don’t know exactly why others didn’t follow. I think for some of the older guard technology companies our model was very disruptive to their existing businesses. It’s really hard to cannibalize yourself.

    I think they kind of wished it away (Oracle, IBM, etc.). It’s hard when you have an existing business that’s working it’s hard to cannibalize it with a product with a much lower margin. I think that some of the other players probably were distracted by some of the other things they were working on. Then their initial attempt at the business turned out to be the wrong abstraction. It turned out to be a higher abstraction when builders really wanted the individual building blocks to construct and stitch together however they saw fit.

    We Are Iterating At a Faster Clip

    We have a pretty significant market segment leadership position in this infrastructure cloud computing space. There are a few reasons for it. The first is we just have much more functionality by a large amount than anybody else. We are also iterating at a faster clip. When you actually look at the details that gap in functionality is widening. That turns out to really matter if you’re an enterprise or a government who is going to move all their applications to the cloud. Or if you want to be able to unleash your builders to build anything they can imagine.

    The second thing is we just have a much larger ecosystem of partners around our platform. It’s not just the thousands of systems integrators who build practices on AWS. Most ISVs and SAAS providers will adapt their software to work on one technology infrastructure platform, few will do two and hardly any will do three. They all start on AWS just because of our leadership position. You get to move to the cloud with a lot more of the software that you want to use.

    The third thing that is pretty different is that we’re just at a different operating maturity than these other providers having been at six years longer. It turns out it’s really different running large scale infrastructure for yourself and your company where you get to tell everybody the way it’s going to be it is for running it for millions of external customers with every imaginal use case all over the world where they get to use you without any warning. It just forces a different kind of operating discipline and rigor. You can see that borne out in the operational performance.

    Microsoft Is the Clear Number Two Player Right Now

    We are pretty early in this space right now. It the infrastructure technology space I don’t think there are going to be 25 winners because scale really matters. But there’s not going to be just one. The market segments that we address in infrastructure software, hardware, and data center services globally is trillions of dollars ultimately. There are going to be several successful players. I do believe that Microsoft will have a business there. They are building the business and they are the clear number two player at this point. I think there will be other players who are successful as well. As for Google, I think they are working at it.

    In all of our businesses, there are startups that none of us know about today that have the ability to disrupt. If you think the technology changes in the last ten years have been disruptive, and I think they have been unbelievably dynamic, I think the next ten years is going to be faster than the last ten. There are all kinds of new technology that will evolve that will give people a chance to build businesses and pursue various segments. I don’t know exactly who they will be in our space, but I’m confident there will be.

    We Are Iterating At a Faster Clip, Says Amazon Web Services CEO Andy Jassy
  • EmployeeXM – The “Coolest” and “Most Sophisticated” Employee Experience Product

    EmployeeXM – The “Coolest” and “Most Sophisticated” Employee Experience Product

    “There’s a gap between what they think is happening and really what’s going on,” says Qualtrics CEO & Co-Founder Ryan Smith. “So we said, hey, we’re going to go hard into developing the coolest, easiest, and most sophisticated employee experience product (EmployeeXM). We’re going to build that and we’re going to tie it together with the customer experience.”

    Ryan Smith, CEO & Co-Founder of Qualtrics, discusses the genesis of Qualtrics and how it has evolved into a sophisticated and integral platform for the enterprise in an extensive interview with Jason Calacanis:

    We View Ourselves As a System Of Action

    In the beginning, it was very much around being able to collect data, kind of being on the front end of that. You were able to collect data. You were able to put it into an analytical system and then you were able to report on it. Because of that, we were kind of branded as this survey platform for a long time. I’d say over the last eight to ten years all the survey is a form. There’s a form engine that allows you to do anything you could ever want to do with a form. A form can be through text, a form can be through a chatbot, it can be through anything. Then there’s an analytical platform and then there’s a reporting platform.

    A lot of our investment has been into actioning. We view ourselves as a system of action. How do you actually gather data that doesn’t exist? What experience management is — most organizations are in a world where they’ve resigned to the fact that they have all the data that they need. From our standpoint and what we see it’s the opposite. We’ve got operational systems that are telling us what’s happened. But the “why” is able to be collected in ways that never could have been done in 2002 because we have such amazing access to people. We think it’s just starting, especially now that we can go gather the “why” data through 13 or 14 different methods. It all comes together and you get a full picture. You see what happened and now you get to see “why” and that’s pretty powerful.

    If you’re thinking about the Google Analytics side it would be like these people visit our site. These people abandoned their shopping carts. These people are doing this. Or I’m an LA Hotel and I see a bunch of people from LA visiting. I don’t know why they’re visiting. They’re not staying with me. They used Qualtrics and the first ten people say that they’re there for the happy hour menu. The one person shop running IT just pops up the happy hour menu through Qualtrics without changing their whole website. Now they’re at home and they’re delivering a great experience and it only shows up for the people from LA.

    EmployeeXM – Coolest, Easiest, and Most Sophisticated

    If you look at the airline industry one of the interesting things is we power probably all the feedback on the 30 or 40 different airlines around the world. Most people know Qualtrics for the customer feedback because they’ll fly and they’ll get an email or a text that says thumbs-up thumbs-down, how was your experience? What we’ve seen as we launched the XM (Experience Management) platform, and this is what SAP is so excited about, we created this category because of all the uses we were seeing on Qualtrics. Our employee experience was taking off in a way where we were like, whoa, 50 percent of the customer problems have to do with an employee.

    Then at the same time, the average tenure here in the Bay Area is like 18 months. I don’t know one CEO that says we’re going to go recruit and spend all this money but we’re going to bring people in for only 18 months. So there’s a massive gap. There’s a gap between what they think is happening and really what’s going on. So we said, hey, we’re going to go hard into developing the coolest, easiest, and most sophisticated employee experience product (EmployeeXM). We’re going to build that and we’re going to tie it together with the customer experience.

    The Inside Manifests Itself On the Outside

    From the time they start in the company to the time they exit how do we know everything that’s going? Even in the recruiting process, how do we make sure that as a company what we think we’re delivering is being received on the other side? I believe the inside manifests itself on the outside. We’re seeing this across brands. Now we’re seeing the customer and the employee. If you look in an airline, they’re using us on the customer, the employee, the product, and the brand side.

    If you look at when someone goes and shows up to a gate a lot of times they’re upset before they even get there. The employee deals with an upset customer and that impacts the entire experience. When you rate or you think about how your flight was you’re only thinking about the brand. It’s a bunch of experiences tied together. We’re helping organizations manage all their experiences for the first time on one single platform. It doesn’t make sense that you’ve got five different software’s doing this. We’re doing this at an enterprise level. That’s how people are using it.

    EmployeeXM – The “Coolest” and “Most Sophisticated” Employee Experience Product – Qualtrics CEO Ryan Smith
  • Long-Term Goal With Alexa Is To Invent the Star Trek Computer, Says Amazon SVP

    Long-Term Goal With Alexa Is To Invent the Star Trek Computer, Says Amazon SVP

    “The long-term goal (with Alexa) was to try to invent the Star Trek computer,” says David Limp, Amazon’s SVP of devices and services. “I grew up watching Roddenberry and loved it. We all loved watching it and the science had moved up enough where we thought we had a shot at it. It’s still going to take us years, if not decades more, to get to the shining star that is that Star Trek computer. But we think we can do it.”

    David Limp, SVP of Devices & Services at Amazon, discusses the future of devices and Amazon’s role in building trust and protecting privacy in an interview on CNBC at the Amazon re:MARS conference in Las Vegas:

    Long-Term Goal With Alexa Is To Invent the Star Trek Computer

    The long-term goal (with Alexa) was to try to invent the Star Trek computer. I grew up watching Roddenberry and loved it. It was a lot more innocent than you might make it out to be. Which is, can we invent that computer? We all loved watching it and the science had moved up enough where we thought we had a shot at it. It’s still going to take us years, if not decades more, to get to the shining star that is that Star Trek computer. But we think we can do it.

    If you have that in your house or in your car or in your conference room, you’re going to find all sorts of things to do with it. Some, Amazon will invent and it’ll help Amazon. But much more, it’ll help developers. There are 90,000 plus skills and hundreds of thousands of developers building around Alexa right now. If you’d five years ago said there’s going to be a new developer ecosystem that’s not about an operating system and that’s not about applications, but about skills in the cloud, you would have laughed at me. But here it is sitting in front of us, all around us, right here.

    Star Trek popularized the idea of the Voice First computer. Amazon Alexa made it reality.

    Our Focus Is To Invent On Behalf Of Customers

    Our focus is to invent on behalf of customers. If we keep our focus there and build cool things that customers love to use and continue to earn their trust, which we have to do every day, then we think the outputs will speak for themselves. We focus on that. Customer trust is kind of the oil of the Amazon flywheel. We think about it every day. It’s thinking about privacy as you think about the kinds of products that we’re doing. Whether it’s a Ring doorbell or it’s an Echo sitting in your kitchen, it has to be foundational to the product. It’s not something you glom on later as an afterthought.

    We think about it at the very upfront when we’re beginning to invent the product. We’re gonna put these in our homes. What do we want to think about privacy? What do we think about trust? We build features into the products and into the services where (those concepts) are first and foremost and paramount. We’re continuing to evolve that as well. It’s not like you’re going to get everything right day one. As we learn from customers we’ll add new features and services that build on that and add more privacy and trust as we go on.

    The First Thing Is To Get Customers To Love A Product

    The first thing is to get customers to love a product. If you build a product that customers love and use then good things usually come in consumer electronics when you do that. For us, that’s the first thing that you want to do. It happened early on with Kindle. People loved it and then we figured out how to build a book business around it. Similarly, the great thing about Echo and Alexa is that customers love the product.

    I don’t think that they’re necessarily buying more yet because of that but they are doing certain things in digital that leads to buying some more things. Specifically, we’ve kind of brought music back into the home again. It had an atrophied in the home. Now music subscription services, Spotify, Amazon music, and Apple music starting last year. They’re growing on Echo and Alexa. People are listening to audiobooks. We have a business there in Audible with the subscription services. Those are the early signs where you start seeing that. In addition, people are buying more smart home products. Whether it’s a smart plug or a light bulb or a robotic vacuum, people are buying those more because it’s easier to control with a voice interface.

    Anything That Advances Privacy For Customers, I’m a Fan Of

    Anything that advances privacy for customers and gives them a more trusted environment, I’m a big fan of as a consumer. I don’t know enough about that product (announced on Monday by Apple) to weigh in on the specifics of it. As you think about Amazon and our credentials and being able to log on to Amazon, we’ve been doing that for 20 plus years. Your credit card number and your address which we ship your products to, that’s sacrosanct. We have to build trust every day. Any other company or any other person that’s furthering that I think it’s just great for the industry.

    Long-Term Goal With Alexa Is To Invent the Star Trek Computer, Says Amazon SVP David Limp
  • Identity Is the Central Platform For Companies To Embrace Cloud

    Identity Is the Central Platform For Companies To Embrace Cloud

    “One of the things powering our growth too is that more and more technology leaders and people in the security industry and customers and users are understanding the importance of identity,” says Okta CEO Todd McKinnon. “They’re going from a world where they were thinking about cloud computing, firewalls, and VPNs, and now they’re thinking about identity as being the central platform to really embrace the cloud, create a great digital experience for customers, and also keep it all secure.”

    Todd McKinnon, CEO of Okta, discusses how identity has become the central platform for companies to embrace the cloud in an interview with Jim Cramer on CNBC:

    We Have 6,550 Happy Customers Across the Entire Globe

    We have 6,550 happy customers across the entire globe. We come to work every day making sure that we make them secure, make them successful, and help them adopt cloud and transform their businesses. One example is Major League Baseball. We do a couple of very important things for MLB. The first is that we help their employees log into the applications they need in order to be productive at work. They can log in securely and with a very positive simple user experience.

    The second thing, which is more recent, is we are the login system and the security layer for MLB.com. If you’re logging in and streaming those baseball games you’re logging in through Okta to get to MLB.com. It’s really helpful for them because that they can take their awesome developer and engineering talent and focus it on building core parts of that application and that experience versus the security parts that we can do better.

    To Deliver Trusted Technology You Have To Start With Identity

    Zoom (a customer of Okta) is a great company with another great product experience. They’ve revolutionized a market a lot of people thought was really entrenched with a lot of competitors. They came out with a better product and its results are kind of speaking for themselves. What we’re seeing in our business and it’s really driving these results you’re seeing is that every organization from sports league like MLB.com to a university like Seton Hall to the largest enterprises in the world, financial institutions and governments, they all have to connect more closely and more securely with the people in their ecosystem.

    Whether that’s students or alumni or faculty or employees or customers, what’s at the center of all that interaction is technology. If you want to talk about trusted technology and delivering that to people you have to start with identity. That’s what we’re doing for all these organizations around the world and that’s what’s powering our results.

    Identity Is the Central Platform For Companies To Embrace the Cloud

    It’s a really important role we’re playing. If you think about it, especially in the case of Zscaler, companies are moving away from the old world, which was they had a firewall around their network and everything inside was secure and everything outside was blocked. Now they’re moving to this world called Zero Trust which means they basically don’t trust anything. They want to verify everything. When you have to verify everything you have to have this passport, you have to have this digital identity, and that’s we’re providing. For a lot of companies, we’re turning a world that’s pretty daunting in terms of how you give this flexibility or this openness and making it secure and very simple to use.

    One of the things powering our growth too is that more and more technology leaders and people in the security industry and customers and users are understanding the importance of identity. They’re going from a world where they were thinking about cloud computing, firewalls, and VPNs, and now they’re thinking about identity as being the central platform to really embrace the cloud, create a great digital experience for customers, and also keep it all secure. It’s that mindset and that consciousness in the market of the importance of identity as a platform that is really leading people to come to Okta and driving our results.

    Our businesses are global of course. We don’t have as much exposure to China as other companies have but in an indirect way, we’re helping companies of every organization across the entire world be successful with their businesses as well. We do think about powering business globally. So it’s in everyone’s interest I think to have as much free trade and as much economic commerce as possible. Indirectly, we do benefit from that, so we have a close eye on that as well.

    Identity Is the Central Platform For Companies To Embrace Cloud, says Okta CEO Todd McKinnon
  • How McDonald’s Is Using Data, Machine Learning, and AI to Accelerate Growth

    How McDonald’s Is Using Data, Machine Learning, and AI to Accelerate Growth

    “Our acquisition of Dynamic Yield has brought us a lot of excitement,” says McDonald’s CEO Steve Easterbrook. “Very simply put, in the online world when we’re shopping and we pick an item and put it into our shopping basket, any website will automatically suggest two or three things to go along with it. We’re the first business that we’re aware of that can bring that into the physical world. It’s really just taking data and machine learning and AI, all these sorts of technical capabilities.”

    Steve Easterbrook, CEO of McDonald’s, discusses how the company is using technology to elevate the customer experience and accelerate growth in an interview on CNBC:

    Continue To See How We Can Elevate the Customer Experience

    As we’ve executed the growth plan we’ve spent the first two years, three or four years ago, turning the business around. Now we’ve had a couple of years of growth. We’re confident now that we’re beginning to identify further opportunities to further accelerate growth. That takes a little bit of research and development cost. It means you’ve got to bring some expertise into the business to help us do that. We’re still managing to effectively run the business. G&A is staying the same and we’re putting a little bit more into innovation.

    We continue to see how can we help continue to elevate the experience for customers. With this pace of change in the world and with different technology and different innovations, whether it’s around food, technology, or design, we’re seeing opportunities that we think can either make the experience more fun and enjoyable or smoother for customers. If we can find that we’re going to go hard at it.

    We need to continue growing. If where we are investing that money is helping drive growth across 38,000 restaurants then I think the shareholders and investors would be satisfied. We want to bring our owner-operators along with us as well. They’re investing their hard-earned dollars so that always means we got a business case. The owner-operators will want to see a return on their investment just the same as a shareholder would. We’ve got a wonderful check and balance in the system to help us make sure we spend that innovative money in the right way.

    Using Data, Machine Learning, and AI to Accelerate Growth

    Our acquisition of Dynamic Yield has brought us a lot of excitement. It was our first acquisition for 20 years. It was an acquisition in a way that was different from the past. It wasn’t looking at different restaurant businesses to try and expand our footprint. It’s bringing a capability, an IP and some talent, into our business that can help us accelerate the growth model. We completed the deal mid-April and within two weeks we had that technical capability in 800 drive-throughs here in the U.S. It’s a very rapid execution and implementation.

    Very simply put, in the online world when we’re shopping and we pick an item and put it into our shopping basket, any website we’re on these days will automatically suggest two or three things to go along with it. People who buy that tend to like these things as well. We’re the first business that we’re aware of that can bring that into the physical world. As customers are at the menu board, maybe they’re ordering a coffee and we can suggest a dessert or they’re ordering a quarter pounder with cheese and we can suggest making that into a meal. It’s really just taking data and machine learning and AI, all these sorts of technical capabilities.

    Mining All of the Data Will Improve the Business

    The best benefit for customers is we’re more likely to suggest things they do want and less likely to suggest things they don’t. It’ll just be a nicer experience for the customer. But yes, for the restaurant itself, because we can put our drive-thru service lines in there, for example, the technical capability by mining all of the data will be to suggest items are easier to make at our busier times. That’ll help smooth the operation as well. The immediate result will be some ticket (increases). But frankly, if the overall experience is better customers come back more often. That’s ultimately where the success will be, driving repeat visits and getting people back more often.

    Across the entire sector, traffic is tight right now and people are eating out less. They have been progressively eating out less for a number of years. Whether it’s the advent of home delivery, for example, which is something we participate in, but at the moment it’s just a little bit tight out there. It’s a fight for market share. Anyone who is getting growth, typically it’s because they’re adding new units. People are finding it hard to (increase) guest count growth. It’s something that we have stated as an ambition of ours. We think that’s a measure of the true health of the business. Last quarter, we did grow traffic and we’ve grown traffic for the last couple of years, but only modestly. We want to be stronger than that.

    How McDonald’s Is Using Data, Machine Learning, and AI to Accelerate Growth
  • Disruption Caused By Technology Certainly Is a Big Issue, Says Disney CEO

    Disruption Caused By Technology Certainly Is a Big Issue, Says Disney CEO

    “When I think about what is going on in our businesses and our world today disruption caused by technology certainly is a big issue,” said Disney CEO Bob Iger while sitting within the new Star Wars: Galaxy’s Edge at Disneyland. “It’s one that I don’t necessarily get anxious about but one that I spend a lot of time on and am deeply focused on it. What we’ve tried to do is build a company that is capable of adjusting.”

    Tour of Star Wars: Galaxy’s Edge at Disneyland

    Bob Iger, CEO of Disney, discusses the launch of Star Wars: Galaxy’s Edge at Disneyland (see video below) as well as how technological disruption is impacting media and advertising in an interview on Fox Business:

    Disruption Caused By Technology Certainly Is a Big Issue

    When I think about what is going on in our businesses and our world today disruption caused by technology certainly is a big issue. It’s one that I don’t necessarily get anxious about but one that I spend a lot of time on and am deeply focused on it. I happen to believe that because of the kinds of stories that we tell and the products that we have including Pixar, Marvel, National Geographic, Disney, Star Wars, FX, Avatar, to name a few, that we have products that are not necessarily bulletproof or invulnerable to change but are more likely to withstand that kind of disruption we’re seeing.

    What we’ve tried to do is build a company that is capable of adjusting. This is not just in terms of our culture and the wherewithal, but capable of adjusting in terms of the kind of products we have to new forms of monetization and new forms of delivery. What Disney Plus and ESPN Plus and Hulu are designed to do is not only to grow as businesses to themselves but to be there for us as major alternatives in terms of business models should disruption get so acute that the current business model ends up being less viable.

    We Priced Disney Plus To Be Very Accessible

    We priced Disney Plus to be very accessible. What we are putting on are incredibly popular products such as Disney animated movies going all the way back to Snow White, the Star Wars films, the Marvel films, and on and on. Also on Disney Plus will be all the new things we are making. We wanted as many people across the world to be able to afford what they love which is all these properties.

    I actually don’t believe that price is going to be much of an issue for us given what’s available in the marketplace. For people who maybe can’t afford to spend another $7 a month is it possible they will give something else up for it? Sure. Is it possible they will wait to subscribe? Of course. We purposely kept the price down so that it would be more affordable to more people.

    Most Focused Initially on Net Subscribers

    I think in terms of the metrics that we will be most focused on initially (with Disney Plus) it would be net adds or net subscribers. That’s probably the most important metric for the foreseeable future. Another metric will be just how much people are watching programs or movies that we put on. We are making a lot of original product including Star Wars product with a series called The Mandalorian.

    We’ll watch carefully in terms of what’s being consumed. We don’t have any worries about it. We bought a technology platform called BAMTECH. It’s going to be a great means of delivering a good experience to consumers. We certainly have an ample library of products through television and movies and we have a lot of original content being produced.

    Advertising Will Find Its Way To the Consumer

    I think there will be channel consolidation (in the future). I don’t know about companies. We are a little spent right now I should say. We’ve got a lot to digest still. I think you will see some more consolidation. More importantly, I think there will be consolidation in the types of products that are brought out, particularly channels. There will be fewer channels globally in five years than there are today.

    Advertising will find its way to the consumer. Hulu sells advertising and more than the majority of people who sign up for Hulu are watching Hulu programs with advertising in it. We know there is advertising on Facebook and advertising on a variety of new platforms. It’s not on Netflix and won’t be on Disney Plus. I think the advertiser, given the technology that’s available and given the data that will be available, will find its way to the consumer, a way of delivering their messages.

    Disruption Caused By Technology Certainly Is a Big Issue, Says Disney CEO Bob Iger
  • Without Data, There is No Great AI, Says Informatica Exec

    Without Data, There is No Great AI, Says Informatica Exec

    “Without data, there’s no great AI, says Amit Walia, President, Products & Marketing at Informatica. “Now that AI is really becoming pervasive and at scale, you really need to give it relevant good contextual data. We see that happening a lot in the world of enterprise. Finally, enterprise is arriving at the point where they want to use AI for B2B use cases, not just consumer use cases that we are used to. AI is a part of everything that we do in data.”

    Amit Walia, President, Products & Marketing at Informatica, discusses how data is the lifeblood of the enterprise in an interview on theCUBE at Informatica World 2019:

    Without Data There is No Great AI

    The language that AI needs or speaks is data. Without data, there’s no great AI. This is something that we’ve known all this while, but now that AI is really becoming pervasive and at scale, you really need to give it relevant good contextual data. We see that happening a lot in the world of enterprise. Finally, enterprise is arriving at the point where they want to use AI for B2B use cases, not just consumer use cases that we are used to. AI is a part of everything that we do in data.

    It has really helped to improve productivity and automate mundane tasks. There’s a massive skills gap and I think you look around the economy is fully saturated with jobs. There is still so much work to be done with more data and different data. AI is helping make some of those mundane activities become a lot easier and autonomous.

    Data is Becoming a Platform of Its Own

    Our data scientists have gone from heroes to superheroes. Think about it. What we are seeing in this world is that data is becoming a platform of its own. It is getting decoupled from the databases, from the applications, and from the infrastructure. To truly be able to leverage AI and build applications on top you cannot let it be siloed and be held hostage to its individual infrastructure components. We’ve seen that fundamental change happening where data as a platform is coming along.

    In that context, the catalog becomes a very pivotal start because you want to get a fuller view of everything. You’re not going to be able to move all of your data to one place. It’s impossible. But understanding that metadata is where enterprises are going and then from there you can have a customer experience journey with MDM. You can also have an analytics journey in the cloud with an AWS or an Azure. You can have complete governance and security and privacy journey while understanding anomalous activity.

    Metadata Is the New OS

    Data is everywhere. It’s like the blood flowing through your body. You’re not going to get all the data in one place to do any kind of analytics. You’re going to let it be there. We say that metadata is the new OS. Bring the metadata, which is data about the data in one place, and from there let AI run on it. What we think about AI is this; LinkedIn is a beautiful place where they leverage the machine learning algorithm to create a social graph about you and me. If I’m connected to John I know now that I can be connected with you. The same thing can happen to the data layer.

    When I’m doing analytics and I’m basically searching for some report, through that same machine learning algorithm at the catalog level now we can tell you that this is another table or another report or another user and so on. We can give you help back ratings within that environment for you to do what I call analytics on your fingertips at enterprise scale. That’s an extremely powerful use case of taking analytics, which is the most commonly done activity in an enterprise and make it accurate at enterprise scale.

    Without Data, There is No Great AI, Says Informatica’s Amit Walia
  • There’s No Doubt It’s a Cloud First World, Says Rackspace SVP

    There’s No Doubt It’s a Cloud First World, Says Rackspace SVP

    “If you think about where we are on the technology adoption curve and the trillion dollars of spend that are ultimately going to move, there’s no doubt that it’s a cloud-first world,” says Prashanth Chandasekar, Senior Vice President & General Manager at Rackspace. “But the vast majority of the workloads exist in traditional IT. How do we take on that hybrid movement? Amazon is very aggressively investing and we’re investing with them and helping our customers along their journey effectively.”

    Prashanth Chandasekar, SVP & GM at Rackspace, discusses how Rackspace has transformed from primarily a hosting company to a technology service company helping enterprises effectively and efficiently move to the cloud on AWS and other platforms in an interview on theCUBE at AWS Summit London 2019:

    Rackspace Helping Companies Navigate to the AWS Cloud

    Ultimately part of the reason why customers in our install base were reaching out to us and saying, ”Hey Rackspace, you’ve done a phenomenal job helping us in the first evolution of our journey, can you help us now in this new world where it’s actually quite complicated?” Over 1,400 features on average are being launched by Amazon on a yearly basis. Despite what we hear in the headlines where cloud first companies and the startups of today are absolutely leveraging Lambda out of the gate or containers out of the gate.

    There are a whole host of companies that are going through this massive digital disruption trying to compete with these startups. They need a lot of help to reskill their workforce to change the way they think about processes within their organizations between their business development and technology and operations teams. Then ultimately, how do they actually build out a much more agile way of responding to customers? That work requires a company like Rackspace to come and help them navigate through that really large set of features.

    There’s No Doubt It’s a Cloud First World

    That’s what’s so dynamic about the space. Nobody would have predicted this ten years ago. Even today we’re seeing a ton of momentum with concepts that were very nascent just a few years ago. Kubernetes is a concept where almost every one of our AWS customers at Rackspace, what we call fanatical AWS, are absolutely looking for help on Kubernetes. When we think about Docker a few years ago and Dock Enterprise and we think about Kubernetes and there was that battle, today the battle has been won. Kubernetes is pretty much the de-facto orchestration engine. Nobody would have predicted that a couple of years ago.


    Hybrid and multi-cloud are becoming a lot more prevalent. I think even Amazon is very much acknowledging that the big opportunity is in hybrid cloud. If you think about where we are on the technology adoption curve and the trillion dollars of spend that are ultimately going to move, there’s no doubt that it’s a cloud-first world or a destination is the cloud. But the vast majority of the workloads exist in traditional IT. How do we take on that hybrid movement? Outposts is a great acknowledgment of that. Amazon is very aggressively investing and we’re investing with them and helping our customers along their journey effectively.

    There’s No Doubt It’s a Cloud First World, Says Rackspace SVP Prashanth Chandasekar

  • Huge Volume of IoT Data Managed via AI Creates Real Value, Says Oracle VP

    Huge Volume of IoT Data Managed via AI Creates Real Value, Says Oracle VP

    “What’s interesting is that IoT has been around for a long time but as companies start to enable it and start to leverage it more and more there’s just huge volumes of data that have to be managed and be able to analyze and be able to execute from,” says John Barcus, Vice President Manufacturing Industries at Oracle. “One of the technologies that is really exciting is this whole concept of AI. It really allows you to use that information and correlate it with a lot of different pieces of information.”

    John Barcus, Vice President Manufacturing Industries at Oracle, discusses how technologies such as AI and blockchain are now helping companies manage huge volumes of IoT data in an interview with technology influencer Ronald van Loon:

    Companies Are Moving Toward Selling Products as a Service

    I think that (manufacturers connecting all the processes digitally) is the way that will differentiate them. It’s really the only way the companies will be able to survive into the future. There are all these business models and it has become significantly more competitive than it has been in the past. Companies have to work faster and they have to be more responsive to what their customer needs are. The only way really of doing that is to connect the various aspects of the business. They can’t work in silos anymore. That really will give you the whole value of the business.

    One area that companies are moving away from is selling products. They’re going into selling more services which we’ve actually seen for some time. But what they’re now getting into is these new models where they might be selling products as a service. If you think about how do you sell a product as a service and the ability to support that it is a lot different than it was before. Connecting to that product and being able to anticipate activities, anticipate needs, anticipate failures, and to be able to monitor how it’s performing, how the customers use it and are able to expand on that to be able to provide a better outcome for the customer are important components.

    Huge Volume of IoT Data Managed via AI Creates Real Value

    What’s interesting is that IoT has been around for a long time but as companies start to enable it and start to leverage it more and more there’s just huge volumes of data that have to be managed and be able to analyze and be able to execute from. One of the technologies that is really exciting is this whole concept of AI. It really allows you to use that information and correlate it with a lot of different pieces of information. You can correlate with the data that might be in your ERP and your MES and other sources of information and actually provide some real value and provide the real outcomes. It can now do some predictions where it would be actually physically impossible for people to do the same type of calculations that they’ve been doing in the past with this huge volume today.

    The second area where there seems to be a little hesitation at the moment is around blockchain. But the technology is there and people have been trying to identify how best to use it. Some of the use cases that are coming out now are going to be quite impressive. I think the little bit of a lull was deserved. People who looked at it anticipate a little bit more than what was possible and now they’re really starting to develop some good use cases. I think there’s a lot of opportunities in that area.

    Huge Volume of IoT Data Managed via AI Creates Real Value, Says Oracle VP John Barcus


  • Customers Need an Easy Button for Cloud

    Customers Need an Easy Button for Cloud

    “Customers need in a lot of ways, I hate to say it, but almost an easy button for cloud,” says Matt Liebowitz of Dell Technologies Consulting.  “Often when they try to build it themselves, they bring the components together themselves, but it’s really difficult to do that integration work. But this product, Dell Technologies Cloud, is going to help accelerate for us in consulting so that they can quickly get to a state where they have a functional cloud that they can start consuming.”

    Matt Liebowitz, Global Multi-Cloud Infrastructure Leader at Dell EMC, discusses how to migrate enterprises to the multi-cloud in an interview with theCUBE at Dell Technologies World 2019 in Las Vegas:

    Multi-Cloud is Not Just Using More Than One Cloud

    The most common thing we see from customers when they say I’m doing multi-cloud is they’re actually using more than one cloud. That’s not multi-cloud. You really need to tie it together with a cloud management platform, something that can bring all the pieces together that’s API enabled so that they can programmatically access resources. When customers tell us they’ve got multi-cloud but they’re really consuming something in Azure and something in AWS they’ve just created more IT silos. We’re trying to get away from that. They can use all those clouds but wrap it together in that common control plane so you can understand your estate and actually manage it and consume it.

    I think most customers are responding. The needs of the business are changing and they need to respond more quickly so they just consume cloud resources as they can. That often leads to the sprawl. We try to just wrap it together, do an analysis, figure out what’s out there, and help them not only understand where the applications should live but wrap an operating model around it so they can start consuming it properly. They can then understand what they’re going to advertise in their service catalog.

    Are You a Digital Laggard or a Digital Leader?

    We take what analysts do and we also have our own studies and indexes all the way starting from what we call digital laggards all the way to the digital leaders. What we found is actually most of the customers are either laggards or they’re just starting out. Maybe they’ve made some loose investments but they haven’t walked the path that far. There’s stuff kind of everywhere. Customers don’t often know where to start but I think they’re responding to the needs of the business. I don’t think it’s anything that they’re doing that’s wrong but it’s a little bit of the Wild West for sure.

    It’s all about business value and business outcome. The customers who are the most successful have a business reason for what they’re trying to do. They’re not going to public cloud because Gartner said they should, they’re doing it because they know they’re going to get an outcome. They’re going to be able to go into new markets or operate faster and deploy applications faster. Those are the ones that are further down the line. I would say the ones that are the laggards are the ones that are just sort of peeking under the covers of what they should do. They’re just starting out there. They’ve got some workloads in multiple clouds and they need to get a handle on it but they’re just starting.

    Customers Need an Easy Button for Cloud

    Customers need in a lot of ways, I hate to say it, but almost an easy button for cloud. Often when they try to build it themselves, they bring the components together themselves, but it’s really difficult to do that integration work. I’m in consulting so we’re all about the outcome. But this product, Dell Technologies Cloud, is going to help accelerate for us in consulting so that they can quickly get to a state where they have a functional cloud that they can start consuming. Then we can help them with the day two to actually drive business value, consumption of the cloud and that sort of thing.

    We have a framework on how we approach things for multi-cloud and for lots of other things. We use a methodology that we call as-is-to-be where we determine their current state, project where they’re going to be in the future and build a roadmap that’s actually actionable. Then I think what differentiates the methodology is we tie it to a business case. We tie it to an outcome and a financial outcome so that executives and IT leaders can see that this is not just another IT project. They’re going to get true value out of it. We build a roadmap pretty quick, within three to six weeks, that’s actually actionable. We build consensus and that’s how we get started.

    Customers Need an Easy Button for Cloud, Says Matt Liebowitz of Dell Technologies


  • Machine Learning Should Be Used to Deliver Great Brand Experiences, Says PagerDuty CEO

    Machine Learning Should Be Used to Deliver Great Brand Experiences, Says PagerDuty CEO

    PagerDuty began trading on the New York Stock Exchange for the first time this morning and is now trading at more than 60% above their IPO price of $24. That gives the company a market capitalization of more than $2.7 billion. PagerDuty offers a SAAS platform that monitors IT performance. The company had sales of $118 million for its last fiscal year, up close to 50% over the previous year.

    The company uses machine learning to inform companies in real-time about technical issues. “Our belief is that machine learning and data should be used in the service of making people better, helping people do their jobs more effectively, and delivering those great brand experiences every time,” says PagerDuty CEO Jennifer Tejada. “PagerDuty is really about making sure that our users understand that this could be a good thing, being woken up in the middle of the night if it’s for the right problem. It’s a way that can help you deliver a much better experience for your customers.”

    Jennifer Tejada, CEO of PagerDuty, discusses their IPO and how machine learning should be used to deliver great brand experiences in an interview on CNBC:

    It’s Gotten Harder for Human’s to Manage the Entire IT Ecosystem

    If you think about the world today, it’s an always-on world. We as consumers expect every experience to be perfect. Every time you wake up in the morning, you order your coffee online, you check Slack to communicate with your team, and maybe you take a Lyft into work. Sitting behind all of that is a lot of complexity, many digital and infrastructure based platforms, that don’t always work together the way you’d expect them to. As that complexity has proliferated over the years and because developers can deploy what they like and can use the tools that they want it’s gotten harder for human beings to really manage the entire ecosystem even as your demands increase.

    You want it perfect, you want it right now and you want it the way you’d like it to be. PagerDuty is the platform that brings the right problem to the right person at the right time. We use machine learning, sitting on ten years of data, data on humans behavior and data on all these signals there that are happening through the system, and it really helps the developers that sit behind these great experiences to deliver the right experience all the time.

    Machine Learning Should Be Used to Deliver Great Brand Experiences

    Going public is the right time for us right now because there’s an opportunity for us to deliver the power of our platform to users all over the world. We are a small company and we weren’t as well-known as we could be and this is a great opportunity to extend our brand and help developers and employees across teams and IT security and customer support to deliver better experiences for their end customers all the time.

    At PagerDuty we take customer trust and user trust very seriously. We publish our data policy and we will not use data in a way other than what we describe online. We care deeply about the relationship between our users in our platform. Our belief is that machine learning and data should be used in the service of making people better, helping people do their jobs more effectively, and delivering those great brand experiences every time. PagerDuty is really about making sure that our users understand that this could be a good thing, being woken up in the middle of the night if it’s for the right problem. It’s a way that can help you deliver a much better experience for your customers.


  • Oracle CEO: Applications Market Changes Significantly As It Moves to Cloud

    Oracle CEO: Applications Market Changes Significantly As It Moves to Cloud

    “The applications market is about $125 billion per year,” says Oracle CEO Mark Hurd. “That is spent primarily on applications and most of it today is spent on on-premise applications. That market changes pretty significantly as it moves to cloud. As it moves to cloud, the subscription that you pay for the cloud includes not only the application but includes all of the hardware, the servers, and storage. It becomes a bigger market just by the very nature of the migration of the application to SAAS.”

    Recently, Hurd noted that all of their current customers will eventually move to the cloud. “We have a big existing on-premise user base and I believe all of them will move to the cloud,” said Oracle CEO Mark Hurd. “In fact, I was with a large group of our users just last night and they’re all going to move on their time frame. When we get to a certain point you will start to see a geometric move in the market and it will be significant.”

    Mark Hurd, CEO of Oracle, discusses their NetSuite acquisition and the growing size of the applications market as it moves to the cloud in an interview on Fox Business. Hurd was in Las Vegas for the Oracle NetSuite SuiteWorld event:

    NetSuite Acquisition Has Been an Amazing Success

    We’ve invested a lot in the applications market. We’ve invested in big and small segments of the market. Big customers and small customers. We acquired NetSuite about two and a half years ago it’s really been an amazing success. There are roughly 10,000 customers here (in Las Vegas) for our event (Oracle NetSuite SuiteWorld). It is very exciting.

    When we bought NetSuite the company was growing about 16 percent in revenue. We’ve invested a lot in R&D and in tailoring the application for more industries. We’ve added sales people as well. It has resulted in incredible growth. Starting about a year ago we began to really grow our booking and that’s now translated to revenue. Last quarter we reported revenue that was almost double the revenue growth we had coming into the acquisition.

    Applications Market Changes Significantly As It Moves to Cloud

    There is a couple of phenomena going on at the same time. The applications market is about $125 billion per year. That is spent primarily on applications and most of it today is spent on on-premise applications. That market changes pretty significantly as it moves to cloud. As it moves to cloud, the subscription that you pay for the cloud includes not only the application but includes all of the hardware, the servers, and storage. It becomes a bigger market just by the very nature of the migration of the application to SAAS.

    Inside that $125 billion about $75 billion is back office. That would be described as things like general ledger, accounting, supply chain, procurement, and HR. The other 30 percent is front office including things like sales automation and marketing automation. NetSuite has played in the mid-market, small customer side of that back office market. It’s had explosive growth. When you ask who’s moving (to the cloud), it’s really everybody from the biggest guys, whether those be as big as an AT&T all the way to your smaller startup.

    If you look today, half of the cloud application customers (and revenue) that we have came from our base and half came from outside.

    Oracle CEO Mark Hurd – Application Market Changes as it Moves to Cloud
  • All of Our Customers Will Move to the Cloud, Says Oracle CEO

    All of Our Customers Will Move to the Cloud, Says Oracle CEO

    “We have a big existing on-premise user base and I believe all of them will move (to the cloud),” said Oracle CEO Mark Hurd. “In fact, I was with a large group of our users just last night and they’re all going to move on their time frame. We don’t put a time frame on it, but this thing is moving at a pretty good speed. It will not move linearly, it will move geometrically. When we get to a certain point you will start to see a geometric move in the market and it will be significant.”

    Mark Hurd, CEO of Oracle, discussed the huge growth in the cloud applications market and he expects Oracle to lead that market in an interview on Bloomberg:

    Cloud Applications Will Become a $400 Billion Market

    The apps market is about a $125 billion market. It has two pieces to it. First is back office, which is what we call ERP. This is basically your financial systems, procurement, manufacturing, supply chain, and HR. That is really 70 percent of the applications market or around $85 billion. Second is the front office market which includes marketing, sales automation, service, etc. add up to $40 billion. A very interesting phenomenon is that as the on-premise applications market moves into SAAS it actually grows exponentially. Now the applications market is doing all of the server work, all the operating systems, and all the database work. It’s the data center, it’s the people. So the market will actually grow from $125 billion and probably triple just as it moves to SAAS because it’s taking share from the other parts of the IT market. The applications market I predict will actually become more like $400 billion as it goes forward.

    We think it is an amazing opportunity. We are growing our applications market over the last 8-12 quarters more than double-digit. The market itself is growing and we are gaining substantive share. We are the leader in ERP. If you go back to Gartner, IDC, and the analysts we are leading in HR now as well. These are very attractive and robust markets. Our customers want to modernize, want to spend less, want someone else doing the work, and they want someone else assuming the risk. We are extremely bullish about our position in the market.

    All of Our Customers Will Move to the Cloud

    We have rewritten our application base for the cloud, for SAAS. We have been doing this for years and we’ve invested a lot of capital. We are deploying our capabilities all across the globe. We are extremely excited and bullish about not just our current position. There is going to be a leader in this market and there is no one today with more than 50 percent market share. In fact, the highest application percentage of any company in any segment is sort of mid-20s. This generation will see a leader that is much more material than that and I volunteer us to do it. In most segments, the leader has 50 percent plus.

    We have a big existing on-premise user base and I believe all of them will move to the cloud. In fact, I was with a large group of our users just last night and they’re all going to move. They are all going to move on their time frame. We don’t actually put an end of life. We have a competitor that does that, but we don’t do that. We want them to move at their pace and we want them to feel good about it. We don’t put a time frame on it, but this thing is moving at a pretty good speed. It will not move linearly, it will move geometrically. When we get to a certain point you will start to see a geometric move in the market and it will be significant.

    >> Watch the full Bloomberg interview with Oracle CEO Mark Hurd.

  • Google Unveils Stadia Game Streaming Platform and is Dead Serious About Eliminating Barriers and Making High-End Gaming Accessible for Everyone

    Google Unveils Stadia Game Streaming Platform and is Dead Serious About Eliminating Barriers and Making High-End Gaming Accessible for Everyone

    Google CEO Sundar Pichai unveiled their Stadia game streaming platform at the 2019 Game Developers Conference in San Fransisco today. Stadia is designed to bring high-end gaming to Chrome and other devices and aims to eliminate the many barriers to gaming. It will likely be a subscription service similar to Netflix but focused on games that can be played without a console right in Chrome or other devices.

    Sundar Pichai, CEO of Google, introduces Stadia, Google’s new streaming gaming platform at the 2019 Game Developers Conference in San Francisco:

    Biggest Impact of Gaming is How it Pushes Technology Forward

    Perhaps the biggest impact of gaming is how it pushes us to make big leaps in computing and networking power, high fidelity graphics, and the infrastructure that supports it all. All of it is pushing computing and technology forward and I find it really exciting. At Google, we have always believed that technology should adapt to people. Not the other way around. We’ve been building towards this vision for some time. For example, when we launched Chrome a decade ago we envisioned that it could be a modern platform for web applications. We wanted to bring the power of the web to everyone including use cases that seemed impossible at that time like high-quality games.

    Finally, we are making progress towards that goal. In fact, over the last two years, we’ve been hard at work on game streaming technology. Last Fall, we launched our first public test with Project Stream. But a technical test wasn’t the whole view of our ambition. It was probably the worst kept secret in the industry. Internally, we were actually testing our ability to stream high fidelity graphics over a low agency network. We learned that we could bring a triple-A game to any device with a Chrome browser and an internet connection, using the best of Google to create a powerful game platform.

    Google Committed to Paying Billions to Game Developers

    When we say best of Google, it always starts with our cloud and networking infrastructure. Our custom server hardware and data centers can bring more computing power to more people on planet Earth than anyone else. Today, we are in 19 regions, and in over 200 countries and territories connected by hundreds of thousands of miles of fiber optic cables. The best of Google also includes our open platforms that allow us to reach billions of people. With Google, your games will be immediately discoverable by over two billion people on a Chrome browser, Chrome Books, Chrome Cast, Pixel Devices, and we have plans to support more browsers and devices over time. That’s in addition to all of the people playing and watching games across YouTube and Google Play.

    When we build these ecosystems, we always take the approach that we only succeed when our partners do. Collectively, our partners across web, Google Play, and YouTube have earned more than $110 billion over the last four years alone. We are committed to this approach here as well. So now, we have focused on our next big effort, which is to build a game platform for everyone. And, when we say for everyone, we really mean it. It is one of our most cherished values as a company. Be it Android or Chrome or AI, we are dead serious about making technology accessible for everyone.

    Google is Dead Serious About Eliminating Barriers

    But, if you think about games, there are a lot of barriers for users to play high-end games. Beautiful graphics really need high-end consoles or PCs. And games don’t have instant access. Think about the way the web works. You can easily share a link and it works seamlessly. We want games to feel that way too. Instantly enjoyable with access for everyone.

    I think we can change the game by bringing together the power and creativity of the entire community, people who love to play games, people who love to watch games, and people who love to build games. That means all of you. We are really excited to work with you. We want to build a platform and we want you to show us what’s possible. And together, I think we can create a new games experience powered by best of Google and built for everyone.


  • AWS CEO: Cloud is Still Really Early Days

    AWS CEO: Cloud is Still Really Early Days

    “It’s still really early days,” says Amazon Web Services CEO Andy Jassy speaking about the cloud. “Sometimes we remind ourselves that even though it’s a $30 billion revenue run rate business growing 45 percent year-over-year, it’s the early stages of enterprise and public sector adoption in the US. Outside the US they’re 12 to 36 months behind depending on the country and industry.”

    Jassy says that although price is the conversation starter, speed and agility are the primary reasons that enterprises are moving to the cloud. He says that most startups have built their businesses from scratch on top of AWS. Some of the big examples, he notes, are Lyft, Airbnb, Pinterest, Slack, Tomo, and Robinhood.

    Andy Jassy, CEO of Amazon Web Services (AWS), discusses how the cloud is still really in the early days in an interview with Jim Cramer on CNBC:

    Cloud is Still Really Early Days

    Sometimes we remind ourselves that even though it’s a $30 billion revenue run rate business growing 45 percent year-over-year, it’s the early stages of enterprise and public sector adoption in the US. Outside the US they’re 12 to 36 months behind depending on the country and industry. It’s still really early days. The conversation starter when people move to the cloud is always cost. Instead of laying out all that capital for data centers and servers and instead only spend what you consume that’s usually very advantageous.

    Capital expense turns to variable expense and variable expense is much lower than what most companies can do on their own because we have such a large scale that we pass on to customers in the form of lower prices. We’ve lowered our prices on 70 different occasions in the last ten years. You get real elasticity. You provision what you need and if it turns out you need more, you provision more. If you don’t need anymore because you’re at the peak you just give it back and stop paying for it.

    Primary Reason Enterprises Move to Cloud is Speed and Agility

    Price always is the conversation starter but the number one reason that enterprises are moving is speed and agility. Usually, if you want to try an experiment in your company it takes 10 to 12 weeks to get a server and then you have got to build all the infrastructure software around it. In the cloud, you can provision thousands of servers and minutes. Then because we have 165 services that you can use in whatever combination you want you can get from an idea to implementation in several orders of magnitude faster. You can innovate much quicker.

    As an example, what Lyft is doing in the space is pretty amazing and the piece that they’re growing at is really amazing. To be able to scale the way they have, first as a start-up and then a fast growing business, and then what they would tell you is that they’re able to invent and change the customer experience so quickly, several orders of magnitude faster than they could if they were doing on premise that it’s really helped build their business.

    The Cloud Encourages Innovation

    The vast majority of applications in the next five to ten years will be infused with some sort of machine learning. We are in kind of a golden age of computing. Almost every company that we speak with is interested most importantly in being able to take their own data. Most companies have gobs of data. Even startups today have gobs of data. But it’s so hard to know what’s in there and it’s so hard to know what the gems are and it’s so hard to know what’s going to be the predictive pieces that change the customer experience. Our machine learning capabilities are going to solve that for a lot of customers.

    If you are building technology applications and trying to build consumer experiences, you want to do as much as you can for as little money as possible. Then when you have ideas you want to be able to move fast. One of the things that happen at companies that build on the cloud is it used to be so hard to get anything done that none of your employees spent any time outside of work thinking about new ideas, because why bother. It was so demoralizing that you never get to try it.

    With the cloud, you can provision instances and servers in minutes so people spend their free time thinking about new customer experiences. They know that if they come up with something over the weekend they can come in Monday and try it for a dollar. It changes how many people in your company think about innovation and where you get new ideas from throughout the company.

    Most Startups Have Built Their Businesses on Top of AWS

    Most startups have built their businesses from scratch on top of AWS. Some of the big examples are companies like Lyft, Airbnb, Pinterest, Slack, Tomo, and Robinhood. There is a very large number of them. But there are a lot of businesses that either haven’t gotten big yet or are just trying to build a business. One of the interesting things that happened I remember in 2007-2008 when we had the recession. There were all these very gloomy emails sent from a lot of venture capitalists saying don’t expect to get funded, but the number of startups kept growing.

    As opposed to having to go raise money to pay for data centers and servers people can try several instantiations of their idea on top of AWS and if it isn’t getting traction you paid something like 80 cents a month or a $1.50 a month, whatever your usage is. We have loads of companies that are trying to build businesses on top of us that really only pay anything meaningful when they have traction.

    Amazon More Focused on Long Term Than Most Companies

    It’s always hard for me to measure the impact we have on the overall world. The way we think about it at Amazon is that in every single one of our businesses we have never met customers who don’t want prices to go down. If the center of your gravity is customers, which it is in every single one of Amazon’s businesses, you’re always working relentlessly to find ways to take cost out of your structure so you can give it back to customers in the form of lower prices. It’s actually really easy to lower prices. It’s much harder to be able to afford to lower prices.

    We’re much more focused on the long term than most companies. We are trying to build a business and a set of customer relationships that outlasts all of us. As such, we think if we help our customers get more done and are successful on their own, even if it means lower margin percentages, over time we’ll drive more absolute margin dollars. They’ll be more successful and we will ultimately be more relevant.

    It Takes Work to Actually Move Away From Oracle

    I think Larry (Ellison of Oracle) has a certain view of the world that isn’t always steeped in what the facts are. If you look at Amazon, we started the company at a very early stage and we had Oracle. It takes work to actually move away from Oracle. Lots of customers are learning this as so many people are trying to move away from the commercial-grade legacy database providers like Oracle or SQL server to newer engines like Aurora.

    We now are 88 percent of the way through moving all of our Oracle databases and will be at 100 percent by mid this year. We turned off our Oracle data warehouse in November of last year and moved it to Redshift. We learned some very interesting patterns that customers are very excited about copying. We don’t really meet a lot of customers who aren’t looking to move away from those databases to Aurora.

    AWS CEO: Cloud is Still Really Early Days


  • Can AI Replace Your Boss?

    Can AI Replace Your Boss?

    Smart managers are the backbone of any business – but when leadership is running on empty, things can start falling through the cracks. When tasks begin piling up and managers’ attention is pulled in every direction, AI tools can step in to help.

    Leadership roles in departments from payroll to administration services face up to 96% chance for computerization in the near future. But automation overhaul isn’t exactly a new concept; retail workers, service industry staff and everything in between has fallen risk to AI-replacement. Why should managerial work be any different? Machines can gather information, analyze the data, learn from past events, and most importantly, recommend solutions in the same way a human manager could, albeit much faster. But reliance on such programs doesn’t necessarily mean we are without responsibility; too much pressure on automation can lead to disastrous outcomes.

    For Amazon, this took form in their “state of the art” hiring AI that was built to help fast-track the hiring process. With already over 600,000 employees on payroll, hiring is a big job for Amazon and this AI algorithm was expected to change the game. Until it didn’t. In order to teach the algorithm, it was fed ten years worth of resumes to identify successful hiring patterns. The previously male-dominated industry was evident in these successful hires and as development continued, the algorithm began to pick up on the pattern of gender discrimination. By 2018, the program was scrapped as the AI began penalizing resumes including the word “women” and filtering out listings of all-female colleges.

    Hiring is perhaps one of the most personal and one of the most difficult of all business operations, especially for small business. Today, over half of small businesses use some form of tech to help move along recruiting, but smart leaders know there’s no substitute for a meaningful, in-person interview. The takeaway for automated management and its imitations is along a similar vein to AI in any other position – it simply lacks the human touch. So when office managers and project managers are spending their creative energies on mundane and repeatable tasks, they cannot away lead their team effectively. Here’s the AI that changes everything.

    AI gives us a great opportunity to truly “work smarter, not harder.” Products specifically designed to reshape office management, like Managed By Q, turn regular tasks into a localized and cohesive platform. In this program, managing scheduling from maintenance to interviews is a snap, employees may submit requests with minimal workflow interruptions, and booking, communication, and billing are handled on a single place. Project management standards get a new look as well with AI tools that help break up even the most complicated projects into simple, easily achievable tasks. iCEO is one such platform that not only helps keep traditional employees on task and in communication but also communicated with freelancers and gig workers to manage progress that keeps everyone on the same page.

    More than four in five businesses believe they could benefit from bringing in better tech, but that’s only half the battle. In spite of this, one in five businesses thinks it’s just too much of a hassle to buy and implement new tech. Here’s where to start. This infographic details the powerful new tools of the trade for managers, how they are helping us lead our teams better, refocusing daily operations, and finally giving us the time to concentrate on what matters. Will AI replace your manager? Let us know in the comments.

    Can AI Replace Your Manager?
    Source: MBA Central
  • Next Frontier: Edge Centric, Cloud-Enabled, Data-Driven, Says HPE CEO

    Next Frontier: Edge Centric, Cloud-Enabled, Data-Driven, Says HPE CEO

    We believe the Edge is the next frontier, says HPE CEO Antonio Neri. “When we talk about the enterprise of the future, we see an edge-centric, cloud-enabled, data-driven, enterprise,” notes Neri. “What that means is the cloud is moving closer to where the data is created. That’s driven by the use cases we see around us.”

    Neri adds: “Whether it is healthcare, manufacturing, or transportation, everything is being connected. It started with connectivity and then soon after that is the security aspect. One thing is connecting devices and apps and one thing is connecting things to the network. That’s why our Aruba platform is such a unique asset because it provides connectivity and security with AI built-in at the core.”

    Antonio Neri, CEO of Hewlett Packard Enterprise (HPE), discusses the acceleration of the digital transformation in an interview on CNBC:

    Driving the Acceleration of the Digital Transformation

    I would like to characterize that we had another strong quarter for the company. That’s further evidence that our strategy is working to accelerate the Intelligent Edge and to drive profitable growth in the core segment of the market called Hybrid IT.  Because we are continuing to build our portfolio and we see the demand steady, we’re actually very confident to raise our guidance that we obviously beat in Q1. We see the rest of fiscal year 2019 as strong for us and give us the confidence to raise the guidance driven by the portfolio and the innovation we have and in the feedback we get from customers.

    We see the demand steady. We have not seen any evidence of a downturn (due to tariffs, shutdown, etc.). Obviously, we are continuing to monitor the uncertainties around the globe, but the reality is that customers are making critical investment to drive that acceleration of the digital transformation. That’s all driven by the fact that the data around us has continued to grow. They need to extract the value of that data much faster than ever before. That’s why we see growth in segments like high performance compute, which for us grew 50 percent. Software around infrastructure grew 70 percent. Also, the connectivity in the Edge grew 20 percent in the wireless business. We see that as a continued trend.

    When people ask me what’s going on around the globe with Brexit, for example, our UK business actually grew double digits. When you think about the government shutdown, actually one of the key products we sell in the government is high-performance compute, and it actually grew triple digits. So it has not had the impact, but obviously, we continue to monitor what’s going on around the globe.

    Next Frontier: Edge Centric, Cloud-Enabled, Data-Driven

    We believe the Edge is the next frontier. When we talk about the enterprise of the future, we see an Edge centric cloud-enabled data-driven enterprise. What that means is the cloud is moving closer to where the data is created. That’s driven by the use cases we see around us. Whether it is healthcare, manufacturing, or transportation, everything is being connected. It started with connectivity and then soon after that is the security aspect. One thing is connecting devices and apps and one thing is connecting things to the network. That’s why our Aruba platform is such a unique asset because it provides connectivity and security with AI built-in at the core.

    3 Cs of the Intelligent Edge

    Ultimately, it brings that cloud computing closer to actually where the data is created. We think about it as an integrated solution. Obviously, we need to provide customers the tools to be able to protect themselves and be compliant with the new regulatory policies being put in place, like for example, GPI in Europe. We are really focused on that and we actually believe we have one of the best solutions at the Edge today. The data continues to outpace the compute capacity and actually, 75 percent of that data is created at the Edge. That’s very exciting and that’s why I’m bullish about these Edge compute capabilities that the customers need going forward. It’s just physics.

    AI is a Big Opportunity for Us

    Two years from now we’re going to create twice the amount of data that we created in our entire human history. That data needs to be stored, it needs to be managed, it needs to be compliant, and most importantly, business outcome has to be derived. That’s why we see the need to bring that cloud compute closer to where the data is in a different form factor. We see AI as a big opportunity for us and all integrated with connectivity and security.

    Customers are telling us that they are accelerating the digital transformation. We have a saying that the future belongs to the fast. People who can extract insights from the data faster are going to continue to win. We are very bullish about it because we have one of the best portfolios we ever had and our innovation is second to none.

    The US is Ahead with 5G

    5G is going to be an exciting opportunity for us. The US is ahead and is going to be one of the first countries, if not the first country together with Japan and others, to roll out 5G. We already see evidence of that. Our opportunity with 5G is to provide customers an integrated experience. 5G is a type of connectivity, but it is not the only type of connectivity. You are talking about 5G, talking about wire connectivity, you talk about wired network connectivity or wireless connectivity.

    What customers are asking us is give me one integrated experience with one security control play. That’s where Aruba fits perfectly in that we’re going to provide a cloud-based solution that integrates 5G into that experience.


  • When It’s Game Time for Retail New Relic is There, Says CEO

    When It’s Game Time for Retail New Relic is There, Says CEO

    New Relic provides deep performance analytics for every part of a business software environment. It enables companies to easily view and analyze massive amounts of data, and gain actionable insights in real-time. Whether it’s for a popular mobile app, an online video game with millions of users, or a huge ecommerce platform, they all rely on critical New Relic insights to keep revenue flowing.

    Lew Cirne, founder and CEO of New Relic, talks about how critical real-time insights from New Relic are to a companies revenue stream in an interview with Jim Cramer on CNBC:

    When It’s Game Time for Retail New Relic is There

    For retail obviously, so much of their business, particularly their web business depends on a very small number of days; Black Friday, Cyber Monday, etc. That’s game time. That’s the moment of truth. That’s when we’re working our hardest to make sure our software is there to make sure our customers can see what’s going on in real-time. Our customers were thrilled with the performance and availability that they delivered which turns into business results.

    If your site is slower or down on Cyber Monday, forget it, you’re going to miss your quarter. You may never recover from that because you also have a brand hit. So it’s so vital. This is not nice to have software. Anybody who is competing on their software needs New Relic’s platform in order to succeed.

    We’re a Massive Cloud Operation

    We’re a massive cloud operation. We’re collecting millions of data points every second from mobile applications and from cloud infrastructure every time somebody’s pressing a button to buy something and every time someone’s watching this video on the CNBC app. We’re measuring the health of that and we do that on a massive scale. That’s one of the things our customers love.

    When Fortnite said, “Hey we’ve got this huge app. It’s the biggest in the world and we want to monitor on New Relic.” We’re like great. Your biggest day is just another day for us. We collect so much data and we can do it for you.

    New Relic Monitors Fortnite to Keep it Running for Millions of People

    Epic Games is the company that created Fortnite and if you have kids or you’re into games this game has taken the world by storm. It’s the most popular game in the world. If that game is not working millions of people know about it and the company is affected.

    So they rely on the New Relic platform to see everything in real-time on how that game is performing. It’s a very complex piece of software that has to work flawlessly in real-time. We measure everything going on in that game so that the builders of Fortnite can keep it running for millions of people 24/7.

    There are different companies that do different things around observing what’s going on in this space but were the applications-centric company. What does that mean? It means that when you’re playing Fortnite what you’re doing is you’re using software.

    We’re measuring the software in real-time. We do it in a cloud platform that integrates what’s going on in the software with the infrastructure and with the end-user experience, like the mobile app. We see all that together and do it in one unified platform and our customers love us for that.

    New Relic Helps CNBC Scale Mobile App in Real-Time

    At CNBC, you just launched an incredible new revenue app in the fall and it’s amazing. I use it a lot and I love it and again this is an app that’s getting a lot of uptake. I was talking to the team and they said customers love what the app is doing for them and they want to use it more and more. That means they have to scale.

    When more and more people are using that app how are you able to handle the scale when people want to see the news in real time and want to see the stock quotes in real time? We provide them the visibility that gives them the confidence to move faster and scale to this amazing demand that the CNBC app is generating.

    New Relic Helps Companies Move Fast in a Multi-Cloud World

    This is so important to our customers. It’s clear that we’re entering a multi-cloud world. Obviously, Microsoft’s doing well and Amazon doing very well. We had a great show at re:INVENT. And there’s some hybrid cloud as well. What our customers are saying no matter where my software is running I want to see it all in one place. I’m sick of moving from one tool to another to see a complete picture. They turn to the New Relic platform to see it all in one place. That enables them to move fast with confidence.

    Anywhere there are systems that need to perform well and scale well, those are systems that need New Relic. What we say to our customers is building great software is not easy, but it is the foundation upon which companies can build great competitive advantage. We want to partner with our customers to deliver amazing software that delights our customers and grows their business.