 Okay, we're back. This is Dave Vellante from SiliconANGLE.tv's continuous coverage of IBM IOD. This is where we're wrapping up here today. We're packing theCUBE up. We're going to Strata. My colleagues, John Furrier, Mark Hopkins, and several others, Stu Miniman and a number of other of our team are down there at Strata, but we're here at IOD live in Vegas. Jeff and I will be flying the Red Eye in tonight. Going live tomorrow, eight hours again. Here, Wednesday and Thursday. Big data, that's where all the action is here at IBM. It's quite a week. What'd you think, Jeff? It was very impressive, I think. You know, IBM has come a long way in just even the last year, in terms of getting their messaging straight on big data. And also, I was impressed on how far along they've come in terms of integrating a lot of these analytic acquisitions they've made over the years. You know, with the pure data system and the TISA playing a key role there, they're really starting to turn these assets into products that actually, you know, really I think customers can understand and kind of taking that broad portfolio and telling a more cohesive story. But, okay, and a lot of this is IBM really has done a great job of packaging the message, right? I mean, you know, we saw the new stuff, the Hadoop stuff taken off. And obviously, IBM obviously played there, but it took us some time to figure out, okay, how do we bring the analytics piece in? How do we bring the smarter planet, smarter computing piece in? The expert integrated systems in? How do we weave that together in a story? And they've done a really good job of that. At the same time, you wrote a piece recently, you know, talking about sort of the schism between the old and the new. And where investment should be, you use the analogy of a stock portfolio, where you want to put those investments. I think IBM sees that more increasingly, investments are going to go to that Hadoop world. IBM's fond of saying, as our others, Hadoop is not big data, but we were talking earlier, Hadoop enables big data. It changed the perspective on data from really looking at data as a liability, as a problem that had to be managed, as something that was hard, you had to mine it to something that just unlocked tremendous value potential. Absolutely, I mean, I think, you know, Hadoop, depending on the company you keep, sometimes Hadoop gets a bad rap, but I think, fundamentally, Hadoop really changed not just the technology or the technology reality on the ground, it changed mindsets, what's possible with big data. And so yeah, so you know, our approach, our thesis, research thesis, it really is that we're moving towards a world of unified big data platforms. The idea of having multiple clusters of applications and databases for different use cases, managed separately, we think in the long term, strung together through connectors, we think in the long term really just isn't feasible. So you know, and we've had that thesis, I think, validated over the last couple of days, where IBM today is talking a lot about connectors, where they're integrating their different pieces of the portfolio, but there was, you know, certainly an acknowledgement that they're moving in the direction of a more comprehensive, unified platform. We're still a long way, but I think in the long term, that's the direction we need to go. So let's do a little strata preview here. What are we going to see tomorrow? What's your expectation? We're seeing a spate of announcements now. Last week we saw ADAPT announced, they believe Hortonworks and Microsoft announced, MAPR announced today. We've got a number of other announcements coming this week. What's the big theme, or the big themes that you expect to see at strata? Well right, yeah, so a lot of news to keep straight that came out today, there's going to be more tomorrow. But I think for me, the two big themes are going to be around, one is the big data application development space. We've been talking a lot here at Wikibon about the need for more big data applications to actually start to extract value from big data, from Hadoop, and kind of the infrastructure layer. The idea being, you know, really, you've got to do the hard work, I'm plumbing certainly, and you've got to do the analytics, but ultimately you've got to deliver that in an application. And we haven't seen a lot of activity there until now, this week as a matter of fact, we're going to see some very interesting announcements around that space, specifically around big data application development platforms, rather than out of the box applications. A couple of creative ways to help enterprises build, customize big data applications in an iterative fashion quickly. So I think that's one area to keep an eye on. The other one, of course, is this whole real time query capabilities coming together with the batch deep analytics that Hadoop is known for. So, you know, everyone's trying to add that kind of SQL-like capability, so you can do, yeah, your data scientists can do their really deep analytics, but also your business user can hit the Hadoop cluster and get an answer back quickly. So we're going to see a lot of activity around that in terms of different approaches that some of the Hadoop players are taking to adding that type of functionality to their platforms. Yeah, and it's going to be a different vibe than we're seeing at this show, right? A lot of startups, a lot of innovation. You know, there's innovation here, but it's all coming out of IBM. Yeah, there's some partners here, but there's a real diversity that we'll see there. This is really IBM, it's integrated. It's that big blue blanket that I talked about. IBM really focusing on the business value, delivering that business value, defining that for customers, identifying customer outcomes. Really doing a good job there, Jeff. And you know, I'm impressed. I do think, you know, always we've had IBM at the top of the list. I think this event underscores the vastness of IBM's big data portfolio. And they're starting to pull it together. You know, when you probe, there's a lot of stuff that's, you know, we got our best people working on it. You know, which is not uncommon. Yeah, there was a lot of kick way to talk about it yet. Kind of, yeah. They're not uncommon for a company the size of IBM's and they'll fill gaps with acquisitions, but in general, making a lot of progress. You're seeing a lot of investment, a lot of innovation, a lot of R&D, a lot of products coming out. It's not just a bunch of services. As we oftentimes, you know, criticize sort of tongue-in-cheek IBM services led. Still big services business, but there's a lot of products coming out here that can enable services for sure. But you're seeing, you know, a number of the business partners and a number of the customers just really glomming on to what IBM's doing in this big data space and solving some real problems. I think we, you know, we really should give IBM credit. This is not a case that we've talked before about a certain of the mega vendors kind of slapping the big data label on some of their products. You know, IBM clearly from the folks we've talked to this week, they've been doing this work, this research for a long time. And then, you know, IBM is well known for their R&D and this is not a kind of fly by night decision by IBM to engage in this market. They've been focused on it for a long time, spent a lot of money on R&D, spent a lot of money on acquisitions. And then I think tying together kind of this event, Strata, you know, begs the question, at some point there's going to be consolidation in the big data space among all the startups, many of whom are going to see this week. So it'll be interesting to see, you know, certainly, believe me, IBM and Oracle and others are watching events like Strata eyeing up their next acquisition target. So, we're not going to see any news along those lines this week, but, you know, we're getting to that point where, you know, IBM is clearly keeping an eye on what's going on in the open source space and it's shown it's willing to shell out the money to make strategic acquisitions. All right, Jeff, I think it's a wrap. So really want to thank everybody for watching our tech team, Alex Wilcox and Mike Jones. Thank you guys. You do a great job as usual, Mark Hopkins, you know, directing it all from afar. We'll see you at Strata and the rest of our team, you know, Kristen Nicole, Bert Latimore, Maria Deutcher, you know, a number of other writers. Amber's putting out some great stuff. Amber Harris, Joe Set, you know, thanks you guys. Jeff, thank you for helping out and John Furrier, my yesterday's co-host. And we'll see John in New York City at Strata. So this is a wrap. Thanks everybody for watching. We'll be on live tomorrow. We go live at about 10.30 East Coast time. We're going to kick it off. We're going to analyze the day. We're going to talk about the news, what we expect. And we're going to have a spate of guests tomorrow, Jeff. Maybe we can get some previews in here. We got a number of startups. I mean, let's say we are packed tomorrow. We're going to be talking to just, I'll just throw out some names. Company is Hadap, Tableau, Cloudera, of course. Let's see, MapR, Squirrel, and then of course some practitioners. We'll be talking to the global head of development and tons of writers here, what they're doing. Todd Papiano runs Continuity, very hot company, stealth startup in California, coming out of stealth. Peter Goldmacher, who is the big data analyst at Cowan and Company, is going to be on. Doug Cutting, will have Hortonworks on. We're going to have Google on, talking about BigQuery, some of the things they're doing. Number of VCs, Abhy Mehta will come on. Our friend Abhy Mehta from Trasada. We've got Microsoft coming on. We've got Chris Lynch coming on on Thursday from Atlas Venture. That's always an exciting segment. Lynch brings it, he brings his A-game every time he comes on theCUBE. We've got MapR coming on. Aerospike. Yeah, Aerospike. Aerospike's a very interesting company, Jeff. New company that we found, that John Furrier sort of uncovered, brought to our attention. Very excited about those guys. Really, new type of scalable, no-sequel database. Really, a taking advantage of Flash. So they'll be on, very excited about that opera. We've had opera solutions on a couple of times. They're really stepping up their game in this whole space. They're a big player in that big data application space that we've been watching, so that'll be interesting. Some of the customers visually add marketplace, so great lineup, platform is going to come on. So keep watching, really appreciate your support. And we're a wrap. Thanks everybody, this is Dave Vellante with Jeff Kelly. Check out wikibond.org for all the research and siliconangle.com for the breaking news. And go to youtube.com slash siliconangle and check out all these videos. That's a wrap. We'll see you tomorrow at Strata. This is theCUBE. Thanks for watching.