 Okay, we're back here live in Boston, Massachusetts. This is, we're here for HP's Vertica's end user conference. I'm John Furrier. This is theCUBE, our flagship program. We go out to the events, extract the signal from the noise. This is HP's premier end user conference gathering. Not a lot of promotion of HP products. Not a lot of hyping up the vendor, you know, software, really more about the customers. And we're here getting all the stories, the use cases, the technology, the ecosystem. I'm John Furrier, the founder of SiliconANG. I'm John, my co-host. Hi everybody, I'm Dave Vellante of Wikibon.org. George Kadifa is here. He's a CUBE alum. We're very excited, George, to have you on. I've been saying for years HP's really got to get it going in software. They've now got the technology and they've got a leader with vision. So we're very excited about HP software and excited to have you back on theCUBE. Thank you, thank you. I'm sitting here. Yeah, so thanks. We watched your keynote this morning and I think you really laid out a very compelling story for HP software, but it's fundamental to that story is you guys are looking to the future. You know, there's an old saying, a cliche in the United States of course it's called skating to the puck, right? Referring to the hockey analogy. You guys are skating to the puck. You're not so much worried about the old relational world. You know that world very well. Talk about your opportunity with HP software. Sure, sure. Dave, I just finished a keynote speech here and what we did is we introduced a new platform called Haven and what the Haven platform is is the largest big data platform in the industry today which is trying to take advantage of two key drivers in the marketplace, in the technology side. The first driver is the availability of information and the capture of all kind of information. That is in the old days used to capture information that fit into rows and columns, you know, relational technology. And now the kind of information are anyway from video streams, from tweets, from social likes, from audio streams, from PDF files. We're finally able at HP and HP software through Haven to capture 100% of information generated by the world and we categorize it into business kind of information, machine information and human information. We're able to do that through that platform. That is a 10x, a 10 times factor in our capabilities versus everyone else which is expanding the information monetization by a factor of 10. The second piece is the growth. What we know is information generation today based on these new kind of information is growing at 10 times faster than traditional business information. It's really doubling every year if not more and that 10x in growth and 10x in information monetization, if you multiply the two numbers, you get an opportunity of 100 times, create a 100 time opportunity from the traditional relational world and that 100x opportunity is what is making us very aggressive and at the same time very hopeful that there's a whole new market to be created around big data to build new kind of applications and that's what we're calling NApps, these new applications. I liked the little history lesson that you gave. You went back and said back in 1990, SAP, a little company, you never would have bet that SAP would have been the leading ERP vendor and the database businesses, if we can even call it that anymore, really about to get disrupted. And so, talk about your vision with regard to how you go after that new opportunity. Sure, sure. Again, starting in the early 90s, a large number of new companies got created because of really relational technology initially. I attended actually the first big launch of SAP in the United States in 1990 at the Suffolk Hotel in Redwood City. How many people were there? It was a small room, it was less than what we have here at Vertica at the conference here today. And since then, great companies like SAP or companies like Oracle, PeopleSoft, Seaball, all these companies got created and also a lot of system integration companies grew significantly. In those days it used to be called Anderson Consulting, it's now Accenture, Deloitte, Capgemini, Ants & Young, all these companies got created and expanded based on that information capability in relational technology. Today we have 100x factory and that's what really excites me because I expect new kinds of applications and we're seeing a lot of them today, be it in social awareness, be it in operations analytics, be it in security analytics, et cetera. There are massive amount of opportunities in front of us and what is new here, that is in the old days we applied relational technology for streamlining, for supply chain management, for cost reduction, for efficiencies. So it was a bottom line exercise that created a lot of business value but here we have a top line opportunity that is what big data is all about is creating new business models, is creating new revenue stream, is trying to understand your customer more to react quicker. So it's a top line story which we really lack today that is our economy isn't growing the way it should grow and with big data I'm very hopeful and actually I'm very confident that we are going to see back a growth story here instead of just an efficiency story. Yeah and I think I'm just on that point, we heard yesterday Billy Bean from the Moneyball, I'll see, it's kind of gimmicky but it's proof of point, but when A's can compete with data and have a competitive advantage, you mentioned top line, that's really the disruption that with data, with using it in a way that's different, you can actually get a competitive advantage and change the value chains of companies. Correct, exactly. So with that, I noticed on your keynote, I want to get your perspective on this, it's an architectural configuration at HP, do you put autonomy out front, do you put vertical out front and Dave and I were commenting, I'd like to get your take on this, is that vertical is a nice hardened environment right now for customers and we've heard in the hallways here that that's enabling software developers. Not just you guys, but other software developers. Is that part of the strategy? Let autonomy settle on its own with customers, where they need it and let Vertica be the hardened, enabling platform? Not necessarily, that's why we've built Haven, which is a platform that assembles all our capabilities. And as I presented in my keynote is, what Haven is all about is to bring Atami, Vertica, Hadoop, our logger technology, all these pieces together, where we will basically give you three core elements. The first one is these connectors. We have about 700 connectors that can ingest and manage and search and index, all kind of information and that's unique for us. Then we have these strong engines between the Atami, idle engine, between the Vertica engine, between the ArcSight, logger engine, et cetera. These are the engine that are unique, that will enable speed, that will enable processing, that are very capable of taking advantage of 100% of that information. And then the third piece are the applications, what we're calling the N-Apps. And these new applications, which I'm very confident are going to dwarf what we've seen in the past in terms of capabilities. These new applications were very committed to building an ecosystem around them and to go to the developer community and provide them with the tools so that they can build these applications. That's the Lego blocks for you guys. That's the Lego blocks and the engines that enable it. But it's not just Vertica, but it's straight around speed, so you harden that environment for customers. Is it programmable? It is programmable today and we're going to announce soon a major developer conference we're going to hold early next year as part of our global partner conference. Critical, right? I wanted to ask you, HP's not known for its mojo with developers, I think of companies like Microsoft and others. So that is obviously high on your agenda. Right, well Dave, let me give you more history here also since we're part of history. If you remember the first time Steve Jobs and Steve Wozniak's met was at HP. It was a part of the homebrew computer club. And that's a tradition that HP had in the past and we want to maintain it and we want to expand it. So developers are not foreign to us. Developers are us and it's core to what we do and we want to do more with developers. The beauty here is instead of programming on four-bit microprocessors in the old days, what we have here today, we have Haven. We have a huge capability where we'll be able to deliver the promise of big data for all our customers and our partners. And you also mentioned you're rewriting much, large pieces of your software portfolio in Haven. Did I get that right? Yes, yes. Okay, so I have to ask you because when I heard that I said, okay, that's good, makes sense. And then I said, I started thinking about Oracle Fusion apps and the time it took to do that. Now I think ultimately it's going to work out but it was a long slog. Talk about how long that's going to take and what the outcome is going to be. Yeah, it is. One is we are, you know, Fusion was a different story. And Fusion was capturing or trying to integrate disparate applications through acquisitions. Mishmash of. Mishmash of Siebel. Exactly right. And that is a very, very difficult thing to do. What we're doing here is very different. We're basically, we have full control of the stack, of the technology stack. We have built that stack and it's very easy for us to actually augment it. So it's not a rewriting in the way of rewriting, it's more of an augmentation. And we already, that is literally in six months, we've been able to show these applications like in operations analytics or in service management or in security analytics. In all these areas, you know, we really built it based on a sound technology platform that is here today, that is proven with thousands of customers and with re-revenue. That is our big data revenue exceeds a billion dollars today. It's more than 25% of our total revenue in HP software as an example. And that's pure software. That's not the services side inside HP or outside HP or other kind of applications. Okay, great. HP is now, see the history of HP is very engineer and Bill and Dave go back to the history of HP mentioned, you know, the WAAS and those guys. HP was an environment where people share, it was like a very collaborative engineering environment. So I got to ask you now with that going out with the developers, now you're seeing a lot of success with these accelerators and we're trying to get computer science guys to do more machine learning, do more, whether it's audio with Siri, new AI type technology. So, but there's a big startup crunch going on. People can get started quickly. There's a big gap between getting that big round of financing. Are you guys going to, in your marketplace, accelerate or do anything with developers and apps? Because we heard that here at the conference that Vertica has a marketplace developing. There's not so much an apps store per state, it's much more targeted towards software or is it a marketplace with apps? What's your vision there? Yeah, actually we've announced it. It's a marketplace for apps around the Vertica ecosystem and we're going to augment it towards Haven also. We actually use our own technology in terms of the marketplace components and we have it available today and we use it also for our moonchart servers where they have similar software applications running on top of it and we also use it for other areas where we have a mobility platform called HP Anywhere where again we deliver that catalog and that marketplace to our end customers. And in some cases, actually some of our enterprise customers, they actually want to use that internally as their own app store and we'll harden it for them. You know, I like what you said about moonchart and this one thing we commented on the intro today and the summary yesterday is that HP's not trying to say, oh, this is our division, we're going to just do our stuff and other guys do that. And you guys are really looking at kind of this new breed of software. And I want to ask you the question because you've seen the, you've lived in the history now you're pioneering the future which we think is the right road. What is the modern era look like? I mean, you know, to use the baseball analogy isn't it the modern era is about data with money ball proteins here. What's the modern era of software? I mean, obviously N apps is clear, great vision and that's enabling it's really go block driven leveraging hardened infrastructures like the old OSI stack in the day. But what's your vision of the modern era of software and big data apps and all of the above? Sure, sure that is the first one is the core component to it, the core infrastructure piece. If you start, you start at several layers of the technology stack. The first layer is you're going to have a hybrid world where as a developer of software you're going to have infrastructure becomes you know, not just virtualized it becomes infinite. Where you can go to get computing resources or you know, you can acquire it internally you can acquire it externally you can acquire it instantaneously it's going to continue to decrease in terms of total cost of ownership. So you're going to in a way it's an era of infinite computing resources we're approaching. The second piece it's an era of infinite information and what I mean there is if you look at the last two years statistics I've seen recently is in the last two years humanity has produced more information than we have ever produced from when we started walking out of the Savannah in Africa till 2003. That is the amount of information created is unbelievable. So we have infinite computing resources and infinite information. When you look at these two components and you say well, what do I do with this? That's where the opportunity is there and that's why we're very excited at HP and software and that's why we're building capabilities around platforms like Haven where we can ingest and manage and index and provide the core capabilities for that infinite information. We at HP through a pen HP efforts will give you also these infinite computing resources through our converged cloud and our converged infrastructure and also more importantly we build an ecosystem around it where we're open, we partner with people we're not trying to be a monopoly we're trying to be as open and broad and we focus on the customer experience. Technically infinite apps but that would kind of go over the top but a lot of apps there's millions and zillions of apps. So there's a lot of orchestration challenges in there so that's why you look at the NF so that's why we're Haven fits right? Whether you're dealing with a legacy environment or Greenfield or clean sheet of paper. Correct, correct. So what about open source? Can you talk a little bit about where open source fits into? I mean open, clearly HPs of all the big companies, HPs I would argue the most open but specifically open source. What are your thoughts on the latest trends in open source? I mean obviously open stack is something that you guys are behind I wonder if you could talk to add a little bit more color to that. Yeah, again, open source is a key component of our strategy and we embrace open source. We're very bullish on the model of open source which creates collaboration and that's what we want but that's why in Haven the H is Hadoop and we want Hadoop to be as pure open source as possible because it's really the repository to store information and we're very committed to a very strong open source support for Hadoop. Similarly with open stack on the cloud side you've seen us, we're in the top two or three contributors to the open stack community today. So John and I were talking about this before but I wanted to ask you, so you've chosen not to do your own Hadoop distribution. A lot of people are, everybody's doing a Hadoop distribution. John jokingly says Silicon Angle is going to do a Hadoop distribution but I want to ask you why HP chose early on not to go down that route. Back to your point there because we are committed to open source. We want to make sure that we are as broad as possible. So that we don't fork the code or we don't confuse the marketplace. We're in the business of giving you options and choices and to support them and to be behind them versus trying to divert things for our own benefit. In the old days, Linux was a big alternative and what Linux has done is create a massive distribution of software free. But at the time there was a threat. There was IBM, HP and Sun had operating system, HP UX, Solaris and IBM have their version of what's called AIX or something else as they had. And so the community had to come together. They could have had solidarity. Hadoop doesn't have that force. So there never was a driving force as all opportunity. But Dave and I were talking about the fragmentation and you just addressed that. You don't want to see fragmentation in Hadoop. You don't see some solidarity around a one stable Apache platform. Exactly right. Yeah, that's our current position. So that's now the new threat. It's fragmentation. Right, right. Yeah, and that's why we're proponent, strong proponents of open source. We don't want that to fragment. Yeah, I mean, seeing a lot of the standards games play. We were saying in theCUBE that the new standards bodies are the open source communities now, not the IETF or the IEEE. Correct. And you're seeing those same games being played in these communities. So what's your message to the folks out there that are in the open source community? And obviously HP is a lot of muscle and has a lot of commercial interest in seeing open source pieces accessible. What's your message to the folks in the open source community around the future of standards and to back those standards? I think it's driven by innovation. Standards in the past stopped innovation. And to us, when we look at open source, I have the famous quote from Richard Solman, which is, open source gives you freedom. It doesn't, it's not, it gives you free software. People are not interested in free. They're interested in free like in freedom. Because what they're trying to do is they're trying to solve a problem. And what the open source provides is the framework of creating value and solving problems and the most economic and the fastest way possible with the widest community. There are people who want that support eventually and we'll work with them on supporting these kinds of open source frameworks. But in general, we want to maintain that freedom so that innovation doesn't stop. And if you think about go back to the old OSI model and those seven layers of innovation, really that was the first two layers were standard based, you know, to ethernet token ring and access, you know, physical media. But there was a lot of debate about TCPIP and that became a de facto standard which then created three comms, Cisco and a huge amount of innovation and wealth to the internet. And then the rest, top of the stack kind of kind of shook itself out as where everyone played nicely and they made money. You remember there used to be something called token ring? Yeah, and ethernet, again, this is the beautiful thing about the innovation, standards start that. But TCPIP was a de facto standard. So at some point, some sort of consolidation, de facto standards have to kind of come together and everyone gets behind it and that's the pioneers. What de facto standards do you see emerging that you get excited about right now in today's market because there's a lot of open source activities and a lot of new things as OpenStack does to do. What things are yet to be standardized that you see that are kind of becoming de facto that are really going to maybe create that next big opportunity, like a TCPIP, a disruptive enabler? Well, I am very bullish on OpenStack actually as the layer, as that infinite compute layer. I'm very bullish about it because the market is finally ready. They understand the promise of the cloud. They understand the capabilities that are quite through traditional virtualization. And what OpenStack is going to provide is a huge opportunity to create a framework where not a single vendor controls the compute stack anymore. And that's, that to me. That's freedom. That's freedom. OpenStack is freedom. Yeah. So I got to ask you, I got the obvious follow up there. People have said, hey, while the world agrees with what you just said, others have said, hey, the facto standard is AWS and OpenStack needs to embrace AWS for the public cloud. Based on what you just said, George, I could infer there's a place for AWS, but there's a bigger place for openness. So you know, Randy Byas came out and said he needs to embrace the OpenStack or AWS APIs. So would you disagree with that? Would you partially agree with that? Or fully agree? I fully agree with what Randy Byas said because I think it was very insightful. I don't think we, that is, frankly, OpenStack is a, my view is OpenStack is a framework and it has to basically integrate from an API point of view with any, what I call hardware platform. That is AWS at the end of the day. It gives you computing resources. And so instead of giving you a physical server, you get a virtual server. Whatever hardware the customer wants to use. Right. For me, it's like, it's a retailer. Again, actually it is a retailer. It researches as a service retailer. Right, exactly. It's processors, it's disk drives, and maybe some database in there. Right, but again, that's not the architecture of computing. You know, it is, from there to a user having a platform to develop code in a mission critical basis is a huge, there are huge elements there that need to be solved. And that's where OpenStack is important. But I don't see any contradiction, I think. I can see, I agree with Randy on his point of view. George, well, we're getting cut on the time here. I want to personally thank you for coming on theCUBE. We appreciate coming on another time. As an alumni now, we'd love to have you. We think you're doing great. We love the vision of HP. Still a lot more challenges to go. A lot more ground to pioneers, still early days. So congratulations, love the vision. Love the execution. And the customers out here are voting with their feet sold out. And there's no light weights here. A lot of heavy duty customers here. It's not like you guys just kind of put some plants in here for customers. HP did a good job. You guys did a good job. Thank you. And talking to them in the hallways. They're all got chops. And again, it's a modern era. And openness, freedom, and again, innovation. Right, great. So HP Software is end user conference. The leader of the troops, George Kedifa, we're here. theCUBE, SiliconANGLE, Wikibon's exclusive coverage of HP's event with Vertica End User Conference. A big data and computing, infinite computing, infinite data and N apps. And we're right back after this short break.