 Live from Orlando, Florida, it's theCUBE, covering Microsoft Ignite, brought to you by Cohesity and theCUBE's ecosystem partners. Welcome everyone to day one of theCUBE's live coverage of Microsoft Ignite here at the Orange County Civic Center. I'm here, I'm Rebecca Knight, my co-host Stu Miniman. This is the first CUBE show ever at Microsoft. It's unbelievable. Yeah, Rebecca, it's a little surprising. We started back in 2010 doing these events. We've done hundreds of shows. We've done thousands of interviews. We'd have lots of Microsoft people, but the first time at a Microsoft show there's plenty of people I bumped into that don't know theCUBE. 30,000 people in attendance here, so really excited to dig into this community and ecosystem and show them what it's all about. We're making history. So today, we had Satya Nadella up there on the main stage. What is your big takeaway from his keynotes, Stu? Yeah, so Rebecca, Satya Nadella obviously has really helped turn around Microsoft's, really the way people think about Microsoft, because it's interesting. When I look at the people we're going to be talking this week, lots of them have been with Microsoft 10 years, 20 years or more. So Microsoft is one of those stalwarts in technology. They are obviously critical in a lot of environments. Everything from the latest, Windows 2019 got announced today, there's excitement there, but they're playing in the cloud. They're playing all over the environment, but Satya has brought new energy, some change in the culture I know you're going to want to talk about and really came out talking about the vision for the future and what was interesting to me compared to some other big tech shows that I go to, it wasn't product focused, it wasn't on the new widget. They didn't touch on things like Azure and of course AI and some future things, but it was really business productivity at its core is what I think about. If you think about Microsoft, I mean we've all used the Office suite and watch that go from Microsoft getting into the apps to being the main apps to pushing people to Office 365. So I hear things about business productivity and when they put in the intelligent cloud and the intelligent edge, it wasn't product categories they went into, but really speaking to broader terms to the business. So it was interesting and a little bit different from what I would hear at say, companies you compare them to, the Amazon's of the world, the VMware's of the world. So a slightly different messaging. I couldn't agree with you more and just talking about the different kind of energy that Nadella brings to this company. Microsoft, as you said, a lot of the people here are veterans. They've been here 10 or 20 years. Microsoft is pushing on 45 years old. I mean this is a company that's entering middle age in an industry that is all about the new, the fresh, the buzzy, and so he really does bring that kind of fresh outlook to it. His catch word of the day is tech intensity. And this is what he talked about, how we not only need to be adopting the latest and greatest technology, we also need to be building it. Seems like he was really doubling down on this idea that industry leaders need to be pushing boundaries in whatever industry they may be in. And I did like that because it's interesting. The easy compare and I hope I don't do it too much but you look at Amazon. Amazon talks to those builders. That's like the core, what you say when you go to the airports that have their branding, it's all about the builders. So it's the cloud native piece. I want the developer, developer, developer. Microsoft knows the thing about developers too but they bridge that gap. When we first talked about the world hybrid cloud, Microsoft's one of the first companies that comes to mind when I think about it because they have such a base in the legacy world. They're modernizing that world and they are helping to build that Nest generation space. So Microsoft isn't one to necessarily chase the new shiny. They've done lots of big acquisitions. I mean, to talk to developers, think about GitHub. That's the center. It's like, if you're a developer, what's your resume? Oh, well just check me out on GitHub. See how many stars I have, that kind of stuff. So that's where Microsoft lives. And as you said, right, tech intensity. That balance between what do you buy and what do you build? I like that commentary from Satya. What I liked about him is saying, look, there are things that have been commoditized out there and you probably shouldn't waste your time building. I always tell companies, look, there's things that you suck at or things that other people do way better. Let them do that. Why are you spending your cycles reinventing the wheel? The thing I didn't love as much is he was like, well, you got to be careful who you partner with. You don't want to necessarily partner with somebody that's going to be your competitor. Come on. When I talked to a couple of users coming out and I'm like, what do you think of that? And they're like, look, here's the thing. Love Microsoft, use Microsoft, but we use Amazon. We're going to use both. It's a multi-cloud world. Lots of SaaS, multiple public clouds. And I want to hear how Microsoft lives in that world. They can't not partner with Amazon. Matter of fact, I was reading one of the press releases. Oh, Skype will be available on the new Amazon Echo Show. So it's the world of co-opetition. You've got, look around this ecosystem. Everybody, you partner where you can. You try to overlook the places where you fight and you got to help the customers. And I think Microsoft does a good job. But yeah, you can't just say that, let's not talk about Amazon or AWS because, oh, that's going to be competitive, really. And it's sort of what he says and what he does, which are two different things because he also brought up the CEO of Adobe and the CEO of SAP up there to talk about this new open data initiative. He talked, all three CEOs talked at length about this small data problem that companies have, which is that they have all of this vast amount of digital information that they are creating and storing and manipulating. But it's all kept in silos. And so they know a lot, but this end isn't talking to this end. And so they want to change that. They're setting out to change it. You know, three companies that if you were to tell me, okay, who's helping and doing well with digital transformation and understands my data, you couldn't do much better than starting with Microsoft, Adobe and SAP. So absolutely great suite. Adobe and SAP have both made acquisitions in the space. They understand the data. And I have to give huge codos to Microsoft on how they're doing an open source. I've got enough years in the industry that I think back to when things like Linux were going to help try to topple Microsoft. And you see Microsoft embracing almost half of the workloads in Azure are Linux. They had announcements. They were talking up on stage about partnering with Red Hat and Microsoft working with developers, working in the cloud. Open source is critically important there. Talk about AI. Open source has to be a key piece of this. And the open data initiative. I like what I saw, big names. There were definitely some surprise out of it. It was kind of the biggest news out of Satya Nadella's keynote this morning. The thing I will drop back on and say, okay, we've all seen some of these announcements out there. Would've loved to see a customer or an example. Satya Nadella did a good talking about some of the IoT solutions that are going to get to AI. And I think it was a utility that was like, here they have their trialing and out and everything. So, you know, how do we measure the success of this? It's extensible. And they said absolutely other partners and other customers can tie into this. But is this a year, two years? How long before this becomes reality? You know, hopefully, three years from now, we look back and say we were there at something really important to help customers own and take their data and take it to the next level. But as of right now, it's a good move by some very strong players. And of course, Microsoft partnerships key to what they're doing. They've identified the problem. And that is what today was about. Sort of, we know this is a problem. We're going to work on this together. And I think it's also talking about the open source angle which you brought up. It really is emblematic of this kinder, gentler Microsoft which is all about inclusivity. All about helping everyone do better at their job and in their lives. Yeah, Rebecca, I'd love your take. You know, when you talk about diversity, you talk about the culture of change. I mean, Satya leading from the top. You know, we covered, you know, a few years ago he put his foot in his mouth at a Grace Hopper event. But, you know, very much, you know, a lot of women involved. We're going to have a number of women executives on the program here. What do you see from Microsoft in this space? So the incident you're referring to is when he was asked about how a woman should ask for a raise and he basically said, oh, you really shouldn't ask. Just do your best work. And the rewards will come to you. Well, any woman in any industry, regardless of technology, knows that's just not the way it works. And I think, particularly now, he can look back and say, oh my gosh, that was a gaffe. But even then, he recognized it and he apologized immediately and said, no, things have got to change and I need to be part of the solution. So he does have a lot of initiatives around diversity in tech and helping women reach leadership positions. In terms of the cultural transformation that you reference at the very beginning of the show, his book is called Hit Refresh and it really is all about the growth mindset, which is the work that Carol Dweck has done and Angela Duckworth too. So this is really about this constant learning, this constant curiosity, this constant, don't be a know-it-all, be a learn-it-all, be so willing to collaborate and hear other perspectives and don't dismiss other people's perspectives out of hand and that's the way they want to operate as a company and as a culture and then they also want to push that out into how its products behave in the workplace and how they help teams work together. Yeah, and that be a learn-it-all, not a know-it-all, not only resonates with me, but it's core to the mission of what we do here on theCUBE. Look, my first Microsoft show, trust me, I've been studying hard on this. I mean, I've known Microsoft since my earliest days working in the tech community and the like, but first time coming in, we always know that people need to learn and that's one of the things that we hope our three days of coverage is going to help people understand, get a taste for all the things that are going on in the show, that there are, what, hundreds, if not thousands of sessions that are all recorded. How do I choose what to go dig into? What announcements mean the most? What am I going to want to dig into? So that's one of the things that I was excited to hear and excited to help bring to our community here. Right, so we're going to help, our viewers do that and we're going to learn a lot from our great lineup of guests. So, Stu, it's really exciting to be here. We're going to kick off three days of coverage in just a little bit. I'm Rebecca Knight for Stu Miniman. Stay tuned to theCUBE here at Microsoft Ignite.