 Live from Las Vegas, it's theCUBE, covering AWS re-invent 2017, presented by AWS, Intel, and our ecosystem of partners. Hey, welcome back, everyone. We're here live in Las Vegas, 42,000, 45,000 people here for Amazon Web Services re-invent 2017 annual conference. This is the day three. It's our wrap up, wrapping up the day in the show. I'm John Furrier with Stu Miniman and Justin Warren. We've been covering this thing, interviewing guests, interviewing some partners and customers, breaking down the data, breaking down the stories. Guys, let's wrap this thing up. I mean, what is your analysis? What is your take? Justin, we'll start with you. We had a chance to interview all the top people, always at the parties. What is the story here at re-invent? This is a real merging of the application developers and what we would call the more traditional kind of companies. It feels like re-invent this year is that real blending of the entire IT ecosystem. Cloud is the place to be. We have 45,000 people here. The energy here is amazing. I'm seeing lots of new vendors, lots of vendors that are the kind of cloud native people, but I'm also seeing a lot of traditional vendors here. So the traditional vendors are coming to the AWS. They're coming to the cloud party. Yeah, Stu, your thoughts? Yeah, so John, haven't done this for five years now. There's certain things you kind of compare and contrast. So I remember a couple of years, it was, oh, frictionless, Amazon's going to make it so easy. Well, come on, there's so many announcements. We know the cloud's not easy anymore, but there's a term we use sometimes, it's the democratization of things. Last year, it was, Alexa is the democratization of people doing skills and therefore, they're kind of getting their hands wet with the serverless and the lambdas up. This year, DeepLens is, we talked to Swamy, said, fun way to learn machine learning and talked to a bunch of people that went and did it. They were like, hey, I got this cool little kit and I did it and it was fun. I did the hot dog, not hot dog thing. And people are super excited, they're learning. When you talk about kind of communities, we haven't talked a lot about open source this week, but a lot of movement with what Amazon's doing there, they are enabling their partners, they are really enabling, as they say, it's builders. It's all over all the airports, it's what they talked about in all the keynotes and it's reality. I said it's refreshing to listen to keynotes where there's some snarkers of certain things, but it's like, look, Amazon's not BS. Amazon, they bring it, they deliver it, you get your hands on it immediately and this conference is the one that just every year it delivers and impresses. I would just add my take on it, we can have a conversation, I agree with both of you and I'll add, it's not BS, it's legit. I think now is the time where we crossed over a tipping point where Amazon web service is absolutely legit in the enterprise. They've proven it, they've proven it in public sector and continue to prove it. They continue to prove it for the startups by offering them a great way to get into market and I think to me the big story this year is legitimacy across the board in every vertical and every category, startup enterprise, public sector and two, the FUD we've been hearing for five years is being debunked. Okay, so the nonsense that we've been hearing from other vendors, Amazon can't do this, they can't do that, word FUD is being debunked, it's just not true. So Amazon has a historical track record of moving fast and delivering, they're legitimate, they've been debunking this and the marketplace, vendors are moving in and making money. They're growing, they access to new markets, developers are building new solutions. So to me this whole re-engineering, re-imagining is happening and Amazon's just feeding the marketplace. So they're absolutely executing flawlessly. Yeah, John, I'll call back. I know Dave Vellante wishes he was here with us but his seminal piece that he wrote, Amazon is not only the 800 pound gorilla but they are the cheetah in the marketplace because they move faster. I'm trying to think what animalized is the best listener to because Amazon, they listen, they react, they move fast. It's interesting, if there's any critique I got from some customers is like, well, they're not as transparent as some of their roadmaps a year from now. Well, if they're working on serverless Aurora, I don't think a year ahead of time they were ready for it. The Amazon's moving so fast, it's that six-week pizza teams, scrums, things are changing so fast, they're trying to. I want to ask both of you guys a question because, okay, let's assume the competition's here. They're going to react. Obviously they're trying really hard. Microsoft on a particular Oracle, both install-based guys, old guards, trying to be new guards. Google and new guard may have tech and some scale could pretty much come in quickly. The question is this, as Amazon rolls in these enterprise workloads, they're getting the data, they're getting the instrumentation, they have the new relic report come out that's teasing the marketplace that they're going to have data on so many workloads that if they open that up, they could have a competitive advantage because they're seeing more data. So if they get more services and they have more data, they might be in an opportunity to provide some that no other vendor could provide. That is market intelligence or service-level intelligence. So thoughts, your reaction to that, Justin. If the other vendors are reacting to what Amazon announced this week, they are already too late. They were too late a year ago. They need to be looking at where Amazon is going to be in two or three years and they need to start planning for that. In fact, if they've only just started planning for that, it's already too late. They needed to have started working on that three, four, five years ago. Yeah, and John, absolutely. We hear from Andy every time. He's like, I'm not thinking about my competition. Maybe he's thinking about Larry a little bit. And the migration's off of that. But what he is thinking about is what customers want. And here's what I'd say. Is all the cloud players, they're playing different games. I don't think most of them are saying I'm watching Amazon and doing what they had. Look, there was some impressive video stuff from Amazon. Google made a lot of video announcements earlier this year. We were at the show. Google's got YouTube. Google has a lot of experience. They are really the incumbent there. Google knows how to do data. Microsoft has lots of applications. They all, they play to their strengths. They listen to their customers. But Amazon, to your point, John, data, I said it last year when we interviewed Andy, I think data's the next flywheel. Talking to the Wikibon analyst team here. The economies of scale that Amazon can get due to their customers and their data set could continue to separate them even further. I asked Andy just that question directly. And it's on silkenangle.com, the longer posts on the full transcript. So you want to see, it's a really important point. I said, hey, are you saying, you listen to the customers, therefore you're winning? Okay, I got that, you're doing a great job. Well done. You're saying Microsoft doesn't listen to their customers or Oracle doesn't listen to their customers? So they got a lot of customers. So I forget his exact words I have to look at the transcript, but I'll just paraphrase. They might not really be listening to their customers. So he kind of was saying, well, what are they actually looking for to listen to? So kind of insinuating that they're not really listening to customers. John, so here's an interesting thing because when in the analyst session that some of the nuance there is they said, your customers can't tell you what to build. You need to understand, the outcomes they need in the business because, and look, Google's going to say, we're smarter than you anyway. We know how to build it. Amazon has good engineers. It's the old marketing thing. Our customers don't want drills, they want holes. You have to understand the market. Steve Jobs said when he was alive, look at it, if I was going to build the iPhone by customer input, I would have built a kick-ass BlackBerry, right? So you got to look at what's going on at the time of the evolution. Okay, Oracle, Larry Ellison. So one of my favorite points was Tom Sebo was on the queue, but I said, hey, Tom, so what would you do? I mean, you're doing great with C3 IoT, clean sheet of paper, you're an entrepreneur, you can ask, surf in the big wave. But what if you were in charge of Oracle or IBM, what would you do? And he goes, I wouldn't bet against Larry. I did that already. So the question is Andy Jassy versus Larry Ellison. Yo, dog, can you teach the old dog new tricks? Andy Jassy, the up and comer. What's your thoughts? You would not discount Larry. I agree with Tom. Tom knows Larry pretty well and is like, I would not bet against Larry. But again, I think if he tries to out AWS, AWS, it's like you can't be more AWS than AWS. That is a losing proposition. I don't think Larry is that stupid. I think he is going to be the best Oracle that he can be and find the customers who need the best Oracle. He's going to have the right vote for Oracle. Yeah, John, let me put a point on that even. The battle is not infrastructure as a service. That battle has been won. It is SaaS and past. Amazon keeps building their services where they can get embedded more and engage it. Oracle, very heavily involved in SaaS, making tons of acquisitions in this space. I think they understand it. They've had some challenges in going. Of course, Oracle's doing the cloud and I'm not saying that there isn't a need for infrastructure as a service, but it's the up the stack. Jassy might have a blind spot. He drops his shoulder a little bit before he punches. Maybe he can get in there, Ellison. But the tell sign for Jassy is this. And I told him this on Twitter, I have to tell him in person. On his keynote, he had a Gardner Magic Quadrant up there that said, we're the leader of infrastructure as a service. First of all, I think Gardner's old guard, so their metrics don't apply to kind of the new guard. But that's a tell sign, Stu. He's using Gardner Magic Quadrant as a reference to what he thinks winning is. Is that a blind spot for him? Because your point, infrastructure as a service. I think that's a signal like having Goldman Sachs on stage. That is just saying that cloud has arrived. It is enterprise ready. It is safe. AWS cloud is not just for startups anymore. This is big business. This is the new normal. So he's using the Gardner badge value to signal to customers. There are a lot of customers who will only take you seriously if you are in the right Magic Quadrant. Now, whether that's a good decision or not, I'm not. We know it's not the right Magic Quadrant, but so. I'm not here to argue with what customers believe in, but Amazon, again, if that's what customers want to see. What do you think? Amazon will bring it. John, my friends have told me not even mentioned Gardner. So. As you were keep on. I don't mind. They're old guard as far as I'm concerned. Anyway, the modern definition of a cloud, if the metrics of a new guard is not the Magic Quadrant, which is my thesis, what is the metric for a new guard? I don't think we haven't yet. I don't think anyone has cracked that formula. Maybe you guys can figure that out and you'll be able to, you'll have the new wonderful brand. That might be a zillion to do list. All right, final thoughts on the conference. Stu, go. Yeah, John, you know, number one thing I always just want to look at here is what's the customer sentiment? There's more than 10,000 people here last year than this year. Yeah, there were some logistic things that they were sorting out. But customers, they're moving faster. Like, oh my gosh. And there's still a little bit, it's not, there was for years, there was, oh, I'm going to be disrupted type thing. Now it's like, oh, can I learn fast enough? Can I keep up with it? You know, oh, great. I think I have something in there and like, oh, but there's, it's not the new cool shiny. It's the, how can I take advantage of as many things as possible? You asked a great question, Andy. You know, so many announcements. Oh, they only need to worry about what they need, when they need it. There are so many things that can actually have significant impacts on the business today. That is though. So, great customers, great event, you know. John, compared to where we started at this show, you know, it's been an amazing week to ride. Five years ago, there's only one queue. We were like, hey, come on up. Now it's like, we're both, we've got two sets, thoughts on the show. Final thoughts. It's been a great show. This has been my first reinvent. It is not quite what I was expecting. It's better than I was expecting. It is that real blending of things. And Stu, I agree, the customer stories, the things that we're hearing from the different parts of the AWS ecosystem that they use, and how quickly they get hold of something, they get productive, they learn about it. The number of people lining up for sessions here, learning about deep technical topics, about how to get things done. They are vastly oversubscribed. Everyone is desperately keen to get on board and really get going. And just, we've been at shows where there's deep technical content and then it gets diluted. This is the sixth year of the show. It keeps getting better. John, it might need to be broken up into some pieces because it's a little bit too big. You know, we'll talk to the event team about that. Well, my take is this. Amazon, they're really unmessageable. Oh, this is the customers, we have customer input. Okay, I buy that, that's true. But the real thing that they're doing that they're not talking about, or they are, but in their own way, what I think is valuable is they're creating a value. They're creating an opportunity for developers to have an easier program to program startups to make money, get into market with less venture capital. They're allowing new application layer level services be easy to execute and get into market. And they're just creating a lot of low cost, high value opportunities and they're sharing it. So they're not really kind of doing the land grab. They're long game is land grab through just territory taking over. They're at the center of an entire ecosystem. This is their ecosystem. It is an amazing thing. John, what's the one thing that, you know, five years from now we're going to look back at an announcement at this show and be talking about? I think two threads. The innovation engine that Amazon is becoming is core of their strategy. I think we're going to look at, we're going to see the AI stuff and the software around at the top of the stack where things are automated for just Joe developer, Mary developer out there, Joe six pack, Mary Jane developer just banging out code, rolling out a kiosk app that's on an iPad that has all of some intelligence in it versus an old way of locking down a server, rolling it in full stack developers. I think the notion of full stack developer is probably going to go away from this and I think that's my take. So John, for me serverless is going to deliver on what has has been promming us and failing on for way too long. Let's do. I couldn't agree more. I think that we are going to see everything with it like serverless. I don't really like the term, but that's what we're all going to use. It's like we didn't like cloud originally, but hey, we're stuck with it. I didn't like big data either, but hey. Cloud, we all hated that one too. Come on. Well, I want to thank you guys. Great show. I want to thank Intel and all the ecosystem partners and all the folks that supported theCUBE over five years at Amazon reinvented all the folks watch and we really appreciate it. We don't ask to register. If you see out there, hit us on Twitter. Let us know you're out there. And of course, go to silkenangle.com, wikibon.com and the new website, thecube.net and for Amazon this year, we rebooted our Twitch channel, twitch.tv, slash silkenangle and added a new one, twitch.tv, slash thecube. We're going to program to those and of course we have our other channels and continue to cover. I want to thank the crew, everyone here. Everyone back live blogging. Everyone back at the ranch. Thanks for watching. This is a wrap up of 2017 Ados Reinvent. Thanks for watching.