 Hello, beautiful cloud community, and welcome back to AWS re-invent. It is day four here in fabulous Las Vegas, Nevada. My voice can feel it clearly. I'm Savannah Peterson with my co-host, Paul Gillan. Paul, how are you doing? Doing fine, Savannah. Are your feet about where my voice is? Well, getting a little rest here, as we have back-to-back segments. Yeah, yeah, yeah. We'll keep you off those. Very excited about this next segment. We get to have a chat with one of our very favorite analysts, Keith Townsend. Welcome back to theCUBE. Savannah Page, I'm a user, I'm a user of Southnames. I love it. Thank you for helping me, Paul. Good to see you again. It's been too long since the KubeCon Valencia. Valencia, right? Valencia. Valencia. It's very profound. Oh, look at that beautiful list. Love that. Keith, how's the show been for you so far? It has been great. Amazon, you know, I tweeted a couple of days ago, Amazon re-invent is back. It is. Woo, love that. 50, 60,000 people. After 40,000, I'll stop counting. It has been an amazing show. Probably, I don't know if it's just the assignment of returning, but easily the best re-invent of the four that I've attended. I love that. I love that we have you here because we tend to get anchored to these desks and we don't really get a sense of what's going on out there. You've been spending the last four days perversing the floor and talking to people. What are you hearing? Are there any mega themes that are emerging? So, a couple of mega themes is we were in the Allen session with Adam and Adam bought up the idea of hybrid cloud. At the 2019 show, that would be unheard of. There's only one cloud and that's the AWS cloud when you're at the Amazon show. Boofs, folks, I was at the VMware cloud booth and there's a hybrid cloud sign session. People are talking about multi-cloud. Yes, we're at the AWS show, but the reality that most customers and environments are complex. Adam mentioned that it's hybrid today and more likely to be hybrid in the future in Amazon and the ecosystem has adjusted to that reality. Is that because they want to sell more outposts? You know, outposts is definitely a part of the story but it's a tactile realization that outposts alone won't get it. So, you know, from Tata Consulting to Capgemini to PwC to many of the integrations on the show floor where, I even saw a company that's doing HPUX in the cloud or on-prem, the reality is these legacy, well, we've deemed these legacy systems aren't going anywhere. AWS announced the mainframe service last year for converting mainframe code into cloud workloads and it's just not taking on, I think, the way that the Amazon, just a reality that is too complex for all of it to run in the cloud. So, it sounds like the strategy is to envelop and consume that. If you have mainframe conversion services and HPUX in the cloud, I mean, you're talking about serious legacy stuff there. You're talking about serious legacy stuff. They haven't de-emphasized their relationship with VMware, you know, hybrid is not a place. It is a operating model. So, VMware Cloud on AWS allows you to do both models concurrently if you have those applications that need layer two. You have these workloads that just don't, SAP just doesn't, sorry, AWS, SAP in the cloud, and EC2 just doesn't make financial sense. It's a reality that's accepting of that and meeting customers where they're at. And all the collaboration, I mean, you've mentioned so many companies in that answer, and I think it's very interesting to see how much we're all going to have to work together to make the cloud its own operating system. Cloud as an OS came up on our last conversation here, and I think it's absolutely fascinating. Yeah, Cloud as an OS, I think, is a thing, this idea that I'm going to use the cloud as my base layer of abstraction. I've talked to a really interesting startup where I think it's an open source project cross-plane of where they're taking that cloud model and I can put my VMware vSphere, my AWS GCP, et cetera, behind that and use that operating model to manage my overall infrastructure. So, the maturity of the market has fascinated me over the past year, year and a half. It really feels like we're at a new inflection point. I totally agree. I want to talk about something completely different because I know that we both did this challenge. It's one of the things that's really inspiring, quite frankly, about being here at AWS re-invent, and I know y'all at home don't have an opportunity to walk the floor and get the experience and get as many steps as Paul gets in, but there's a real emphasis on giving back. This community cares about giving back and AWS is doing a variety of different activations to donate to a variety of different charities and there's a DJ booth, I've been joking, it kind of feels like you're arriving at a rave when you get to re-invent and right next to that there is a hydrate and help station with these reusable water bottles. This is actually firm, it's not one of those classic ones that's going to end up in the recycle bin or the landfill and every single time that you fill up your water bottle AWS will donate $3 to help women in Kenya get access to water. One of the things that I found really fascinating about the activation is women in sub-Saharan Africa spend 16 million hours carrying water a day which is a wild concept to think about and water is heavy. Keith, my man, I know that you did the activation, they have you carrying two 20 pound jugs of water. For about 15 feet. It's not. Yeah. It's a 20 pound jug of water, 20 gallons, whatever the amount is, it was extremely heavy. I'm a fairly sizable guy, six, four, six, five, a couple of hundred pounds and I could not imagine spending that many hours simply getting fresh water. I mean, we take it for granted. Every time I run the water in the sink, my family gets on me because I get on them when they leave the sink water. It's like my dad's left the light on. If you leave the water on in my house, you are going to hear it from me because things like this tickle in my mind, like, wow, people walk that far. That's your whole day. Water and that's probably not even enough water for the day. One of that is being like an 18th century phenomenon but it's very much today in parts of Sub-Saharan. I know. We're so privileged. For me, it was just, I mean, we work in technology. Everyone here is pretty blessed and to do that activation really got my head in the right space and think, wow, I'm so lucky. The team here, the fabulous production team can go refill my water bottle. I mean, so simple. They've also got a fitness activation going on. You can jump on a bike, a treadmill and if you work out for five minutes, they donate $5 to Fred Hutch up in Seattle and that was nice. I did a little cross-training in between segments yesterday and I just, I really love seeing that emphasis. None of this matters if we're not taking care of community. I'm going to go out and Google Fred Hutch and just donate the five bucks. I know, we were talking about it earlier. I love that. I'll run forever but I'm not getting on a bike. That's just. This is from a guy who did 105 days in a row last year. Yeah, I did 105 days in a row and I'm not doing five minutes on a bike. I mean, there is a treadmill and they have the little hands workout thing too if you want to get. Five minutes though. I know. Like five minutes is way longer than what you think it is. I mean, I know it is true. I was up there in a dressing sequence. Hopefully I didn't scar anyone on the show floor yesterday. It's still toss up. I want to take us back to back to the, back to the, what we started talking about. I want to know what you're hearing. So we've had a lot of people on the show, a lot of vendors on the show who've said AWS is our most important cloud partner which would imply that AWS is lead, it is solidifying its lead and pulling away from the pack as the number one. Do you hear that as well? Or is that lip service? I always think about AWS re-invent as the Amazon Victory Lab. This is where they come and just thumb their noses at all the other cloud providers and just show how far ahead they are. Verna Wargo's CTO of Amazon's keynote so that hadn't watched it yet. But at that keynote, this is where they literally take the victory lap and say that we're going to expose what we did four or five years ago on stage. And what we did four or five years ago is ahead of every cloud provider with maybe the exception of GCP and there are maybe three years behind. So, customers are overwhelmingly choosing Amazon for these reasons, don't get me wrong, Corey Quinn, Gartner folks really went at Adam yesterday about Amazon had three major outages in December last year. AWS has way too many services that are disconnected but from the pure capability. I talked to a born in the cloud data protection company who could repatriate their data protection and stores on-prem private data center, save money instead they double down on Amazon. They're using, they modernize their application and they reduce their cost by 60 to 70%. Massive. This is massive. AWS is keeping up with customers no matter where they're at on inspection. I love that you use the term victory lap. We've had a lot of folks from AWS here up on the show this week and a couple of them have said they live for this. I mean, and it's got to be pretty cool. You look at, you know, you've got 70,000 plus people obsessed with your product and so many different partners doing so many different things from the edge to the hospital to the largest companies on earth to the Israeli Ministry of Defense we were just talking about earlier. So, it's everybody needs the cloud. I feel like that's where we're at. Yeah, and the next step I think the next level of opportunity for AWS is to get to that analyst or that citizen developer. Being able to enable the end user to use a Lambda, use these data services to create new applications. And meanwhile, there's folks on the show floor filling that gap that enable the PISA owner, the PISA partner owner to create a web portal that compares his prices and solutions to other vendors in his area and adjust dynamically. You go into a restaurant now and there is no price menu, there's a QR code. That Amazon is powering much of that dynamic relationship between the restaurant tier, the customer and even the menu and availability. It's just a wonderful time. I always ask for the print menu. I'm sorry. Yeah, look at all my phone doesn't work. I need something to shine my light on. I know you didn't have a chance to look at the Vogels keynote yet, but I mean, you mentioned citizen developer. One of the things they announced this morning was essentially a low code Lambda interface. So you can plug, take your lambdas functions and do drag and drop connection between them. So they are going after that market. I guess I'll take my bitch to be left because that was my prediction that that's where Amazon's next. Well done Keith. Because Lambda is that thing when you look at what serverless was and the name of the concept not having to have to worry about servers and your application development. The logical next step. I won't take too much of it. The logical first step is, well, cold is cold. This is something that Kelsey Hightower has talked about a lot, no cold, no cold. The ability to empower people without having these artificial barriers, learning how to cold in a different language. This is the time where I can go to Valencia, where I can go to Valencia and not speak Spanish and just have my phone. Why can't we do at business value for people who have amazing ideas and enable those amazing ideas if I have to stick a developer in between them and the system. Low code market is growing 35% a year. It's not surprising given the potential that's out there. And as a non-technical person who works in technology, I've been waiting for this moment. So keep predicting this kind of thing, Keith. So hopefully it'll keep happening. Keith, I'm going to give you the challenge. We've been giving all of our guests this week and I know you're going to absolutely crush this. So we are looking for your 30 second Instagram reel, sizzle, hot take, biggest takeaway from this year's show. So 30 second Instagram. I don't even put it on TikTok. Heck yeah. Hybrid Cloud, hybrid infrastructure. This is way bigger than Amazon. Whether we're talking about Amazon, AWS, I mean AWS solutions, Google Cloud, Azure, OCI, on-prem, customers want it all. They want a way to manage it all and they need the skill and tools to enable their not-so-growing-what-work-for course to do it. That's AWS re-invent 2019 to 2022. Absolutely nailed it. Keith Townsend, it is always such a joy to have you here on theCUBE. Thank you for joining us. Savannah Page, great to have you. You too, you're always a great co-worker. We call those two for three days. We've got a lot of love for each other here and we have even more love for all of you tuning into our fabulous live stream from AWS re-invent, Las Vegas, Nevada with Paul Gillan. I'm Savannah Peterson. You're watching theCUBE, the leader in high tech coverage.