 Welcome back to VMworld 2011. I'm John Furrier with SiliconANGLE.com. We're here back for continuous coverage day-to-day. We're broadcasting all day, and now we're featuring the venture capital spotlight where we want to hear from the people that are writing checks and investing in startups who are interested in all the M&A activity. Ping Lee from Excel, partners, and Insik Ray from RemBent Frenchess. Guys, welcome to theCUBE. Welcome back for Ping. Yeah, great to be here, Jonas. Welcome for the first time, so that's great. So the first question I want to ask you guys is, what's changed since last year? Ping, you were on VMworld panel last year. What's changed this year in this marketplace from last year? The biggest change for me has just been the acceleration of the cloud technologies and the adoptions that we're seeing in the marketplace. I think enterprises are now moving from, what is the cloud, is how they can deploy the cloud, what applications they can take advantage of using the cloud technology. Insik, what are you investing in? What do you see out there right now? Because you were the co-founder of LoudCloud, one of the first cloud companies before cloud was cloud, but you had cloud in the name, very famous cloud company, sold to HP, had its story, turmoil, growth, well documented. In terms of what I'm seeing out here, really is a lot of focus around mobility, and that's been a big shift in the last two years, I think, and it's great to see that these guys are really starting to work with device manufacturers and others to really figure out how to help secure and virtualize the mobile workforce because it's becoming a really interesting opportunity for all of us in that the PC is no longer really the central focus point, and it's all about giving people ubiquitous access to everything that they're managing, running, and using across all devices, across basically outside the confines of your workplace. You guys are both investors in big data companies, we know Cloudera, I'm our Abu Dahl is on yesterday. What's the state of the big data investment market? Obviously it's hot, big data is everywhere. What are you guys looking at for deals, and what kind of deals are out there in the big data? I mean, EMC got in the business, it's a ton of startups popping up. What's the big data landscape look like? I think in the last couple of years, there was a lot of companies that were trying to build the infrastructure and data management platform, such as Hadoop, commercializing it, making it enterprise ready for a broad set of verticals industries. What I'm interested in, I think what is happening now, are a lot of people are saying, assuming that data management platform like Hadoop is there, what are the interesting applications that can emerge on top? What are analytic applications, collaborative applications, mobile applications that can really leverage?