 The Cube at Hadoop Summit 2014 is brought to you by Anchor Sponsor, Hortonworks, we do Hadoop. And headline sponsor, WAN Disco, we make Hadoop invincible. Ones, lakes, pools, puddles, clouds, it doesn't work. We're here live in Silicon Valley in San Jose for Hadoop Summit 2014. This is The Cube, our flagship program. We go out to the events, extract a sip of the noise. I'm John Furrier, the founder of SiliconANGLE.com. I'm here with Jeff Frick, general manager of our Cube business and operation commentator on tech. Industry veteran, Jeff, great to see you back on The Cube. Yeah, it's great to be here, John. And I know we're in San Jose. I know we're at a developer conference because unlike in Vegas, they never stop the coffee at this thing. It's been going 24-7, there's a lot of buzz, a lot of energy. Was our third or fourth time here at Hadoop Summit. Seems to be really maturing and what I was most excited about yesterday was the large number of customers that we got on. Yeah, and also you mentioned developer conference. One of the things about these developer conferences is that it's very social gathering. The party certainly raged all night long and I was a good boy and got home by midnight, which is great, get my fresh energy for today for all day coverage. But one observation from day one yesterday was clearly that it's a very social environment here. The vibe is mellow and serious, but like in the after-hour parties, it was very cool. A lot of people partying, Intel, Cloudera, Cisco had a party, MAPR, Platform had a party. And I got to see all the people that we saw from the beginning when this industry started. We knew the first Hadoop world with The Cube and watching the evolution from the pioneers to now the serious big players coming in here. It's about business outcomes now. You're hearing about legacy Hadoop. Merv, Adrian was on yesterday with some of the smartest analysts talking about the sequel on Hadoop. And you're starting to see the telltale signs of an emerging ecosystem, a real industry, where the benchmarks are now moving to not who contributed the most, but who's delivering the most value. And that's revenue, that's customer satisfaction. I talked to two or three startups that are now in their series seed funding talking about expanding professional services. We're going to have Teradata on shortly, Cisco, we talked to IBM. You have essentially three tiers of players here at Hadoop Summit. You have the startups seed funding through series B, and then you have what I call the series C to pre-IPO companies, the growth phase, pre-public. And then obviously you have the public companies. Each category is booming. You're seeing innovation, you're seeing talent problem. They're trying to hire like crazy. Everyone comes on, oh yeah, we're hiring. And more importantly, like I said, it's a social environment. Like the Hortonworks guys last night, those guys were great. So Jim Walker, John Chrysa, and we're going to have Herb on the president of Hortonworks. Really, really friendly group of people. The industries getting along well is not a lot of fud and mud slinging going on. Truly the signs of, to me, the early stages of a growth cycle. And I think we're well past the trap of disillusionment. And it's clear that Hadoop is happening. And Jeff Kelly was teasing out his new survey yesterday, which will be released soon. 20% of the customer survey are spending on Hadoop's subscriptions. Okay, that means that 80% of the market is just going to be onboarding in a massive way. And you're going to start to see, in my opinion, real action. So that's to me the quick take from yesterday. Obviously Sequel for Hadoop has been called the gateway drug for the enterprise from one of our smart friends in Alice, Tony Bear, who said that on the blog post. And to me, that means the ease of use is critical. Not just the infrastructure for gathering the data, but the infrastructure to manage and wrangle the data and produce the outcomes. To me, that's the big story. Certainly there's some M&A movement going on. There's benchmark flexing going on. And all that's great. But at the end of the day, Jeff, it's about the money. Yeah, and delivering customer value. And that's what I said. The more customers we get on theCUBE, the better to show it is. In my opinion, I think we had three or four. Yesterday we've got a bunch more keyed up today. And the other thing, John, in terms of your comment about kind of the friendliness people are working together, there's still that open source vibe. And it's pretty interesting when the sessions are on, the floor behind us, the expo hall empties out. Everybody's in sessions. Everybody's learning. Everybody's paying attention. Everybody's helping each other out. So again, it's about getting the good business outcomes for real customers delivering real applications and real value. So I'm excited. Day two, we're going wall-to-wall yesterday, today, and tomorrow, back at the Duke Summit, San Jose, California, San Jose Convention Center. Okay, we'll be right back with our next guest, kicking off day two of wall-to-wall live broadcast coverage just at theCUBE. It's our flagship program. We'd love to go out to the events and, as we say, extract the signal from the noise. We'll be right back after this short break.