 Okay, we're back here live at Oracle Open World. This is day two, live from San Francisco. I'm John Furrier, the founder of SiliconANG, I'm sure with my co-host Dave Vellante, wikibond.org. This is Oracle Open World, our fourth year of coverage. This is day two of three days of live coverage. Again, as always in our QLogic studio on the floor. And Dave, what a great run. We had a lot of history here. Our fourth year, our first year, Oracle wouldn't let us in. I mean, it wasn't the Q, they didn't know anything about it. QLogic gave us their booth and allowed us to broadcast live. We have not looked back, we've been very loyal to QLogic. We want to thank QLogic for letting us use their booth. And again, this is now a tradition. Every year we end the QLogic booth, babe. We're going to do guerrilla and then do the broadcasting. So thanks to QLogic. Day two wrap up, Dave, quick summary. What's going on? What's your take on day two? I got to say, the Mike Olson, Max Shearsen interviews were towards the end, fantastic. Kevin Chu giving some insight into SAP, a highlight there. But the big news, Larry Ellison, no keynote. Big America's Cup race. What's your take of day two summary? Well, I think you got the in-memory lockdown, right? And what I mean by that is you got Oracle talking about 12C, the in-memory option, they're poo-pooing Hannah, Mark Hurd saying they're not comparable. Hannah and the 12C in-memory option are nothing alike. All you got to do is flick a switch in Oracle. And so they're basically, Oracle's positioning this as the Hannah killer. We just heard from Kevin Chu, well look, we got a bunch of traction, we heard some metrics from him, it's all about the business value. So you got the in-memory lockdown. The reason why this is so important, John, is because the decisions that customers make now, whether to go with, stay with Oracle in-memory option, go with Hannah, or go with something like the IBM blue option. We're talking years and years and years, maybe decades of lock-in. There's a lot of money to be made there. That's one. Then you got the infrastructure wars. You got Joe Tucci and EMC paying, doing the million dollar keynote today, paying through the nose to get up on stage. Thought they did a great job appealing to DBAs. This is the big battle for the hearts and the minds of the DBAs. Oracle is an integrated infrastructure player, integrated hardware and software engineered together, going after that TAM that is owned traditionally by their hardware partners. And then the third war you got is the sort of application cloud smackdown. The work days, the SAPs, the sales force, really trying to compete with Oracle very effectively. And I think the fourth leg of that stool, John, is disruption and that's what we heard from Max Shireson and Mike Olson, more from Max. Max really is talking disruption. Those guys got a big booth here, a lot of action at the show, where it is they're not being invited back next year. I think MongoDB is on the blacklist from Oracle, Dave. Why is that? It's because they're stealing business and they're talking about it. Well, first of all, Mongo's done very well in the cloud with Amazon. They appealed to that new developer that we were referring to earlier. The guys who are dealing with fully integrated stacks, more of the dev-op mindset, a new kind of programming style, rapid agile, rapid front, whatever you want to call it, they're winning. MongoDB has done great with their community as well. So as you know, we've been covering MongoDB, went to their event, we're tracking them on crowd spots, doing very, very well. The community loves them because you know what? They're growing and it's a good solidarity amongst the developers and they're disrupting. Oracle doesn't like that. It's a little bit too much pressure on them and quite frankly, they don't want their customer base being distracted. I can see why they're being kicked out. It's a total compliment for Mongo. I think they should be touting that to the cows come home. It's a great marketing angle for them. And again, this goes to show you things that we've been talking about. The as-a-service business model is growing, cloud is kicking butt. You're seeing the applications driving a lot of the action. So the things we heard today, my highlights for the show was the normal low-hanging fruit is getting done, like back up and recovery. Not a sexy topic, kind of the back room operation, the DBAs, these guys were relegated into, you know, the blocking and tackling. Well, someone does that to a much more important role. You're seeing automation, Dave, really changed the game on that. That's the key transformation point, EMC doing very, very well there. On the database as-a-service, look at Oracle's doing with the cloud. Very, very key. Obviously, the balance between this new DBA, the DBA discussion is going to be on fire for the next two years. You're going to see all kinds of new educational opportunities, but more importantly, the DBA role will change significantly. Gary Bloom called it like the mainframe. Some guys will hold on, most guys will retire and everyone else will transfer the new jobs. Well, your point about automation is right on. We heard from EMC IT that that's what they're driving for. I think EMC IT is actually very good case study and case example of a company that's being extremely aggressive toward IT transformation. We've had Sanjay Merchandani on before. He's the one who started that, their new CIO. We've had on as well. And so yeah, the piece of automation, but what's interesting to me, John, is we still aren't seeing hyperscale-like automation in the enterprise. I think there's still a strategic advantage that that part of the world has, the DevOps crowd beyond DevOps. And I think that it's not moving fast enough into the enterprise. And I wonder, John, if that's a blind spot. You know, Dave, that's a really excellent observation point. I was thinking the same thing. I just really couldn't put into words, but I think what you just said is exactly what is happening. I think the hyperscale in the enterprise is un-gettable at this point, meaning it's a vision. It's more of a moonshot at this point rather than an actual tactical advantage. Because apps are 19 years old. So I think what you're seeing is that's why we're seeing DevOps, disaster recovery, data replication, data protection. A lot of the foundational discussions have to be taken care of first. Then you can go after the more aggressive things. So that makes sense. If you look at what happened with Fusion, Viya, and these other companies, the hyperscale conversation is kind of downstream. Certainly on the path, it'll be there. Hyperscale in the enterprise will happen. But I think right now they just need apps. HTML5 mobile apps. So that's why Mongo is doing so well. Again, that's why Cloud Air is relevant in the conversation. That's why Horton works as in the conversation. That's why Intel, Teradata, Horton works. These guys are doing good work because that's what the blocking and tackling of the enterprise needs to be. So, great point. Day three tomorrow live. Stay with us at Silicon Angle. We're going to be here tomorrow. We've got a lot of great lineups. We're going to be ending the day at three o'clock in the afternoon, 3.30. Actually, with the time we're ending tomorrow, four o'clock we're closing. We'll go right to the last minute until they've literally pulled the plug on the cube. Then maybe Larry will have the cup. Maybe Larry will have the cup. We'll be watching that. And, of course, the party. I got to get my tickets to Maroon 5. Dave, day two, guys, wrap up. Thanks to Q-Logic. Thanks to EMC. Thanks to all the folks sponsoring. Really appreciate it. Been a great day. Sand disc as well. Accenture. Accenture, Sand disc, Q-Logic, EMC. Great sponsors. And again, we have a lot of God. We've got Splunk next week. We've got the big date of New York City, a dupe world event that we're putting on. We have our HP Barcelona. Dave, I'm really excited about the event we're putting on in New York City. HP, Big Data NYC with Strata and Hadoop World. That event we're putting on is going to be a great show. So look for Big Data in New York City with Strata and Hadoop World. And, of course, great lineup tomorrow as well. Stay with us. SiliconANGLE.tv, SiliconANGLE.com, Wikibon.org. Watch CrowdSpots. We'll see you tomorrow.