 Okay, we're back here live in San Francisco. This is siliconangle.com's exclusive coverage of Oracle Open World. We are on the ground, extracting the signal from the noise. I'm joined with Dave Vellante, founder of wikibon.org. We're here all day. This is day one wrap up. Actually, I don't know if you can call yesterday day one because of the keynote, but this is officially day one for us. Part of a three day coverage on siliconangle.com. Continuous coverage. Reference point for tech innovation. We're going to break down day one. Dave, what'd you think of day one here inside Oracle Open? Well, like I said, it's sort of day one A, right? Larry starts it off Sunday night now. Last year, as you recall, John, Larry really got slammed by siliconangle and some others for really having not really a very uplifting- We didn't slam him. No, but we wrote a blog saying, eh, not the greatest talk ever. You had put some tweets out there. Yeah, I thought it was awesome. Last year? Oh, last year, no, this year. No, last year. Oh, last year. Yeah, last year, right? And then, Benioff picked up on that. And this year, I think Larry took that to heart because he slowed down his pace. He really was somewhat more thoughtful and probably put more time into it. Now, last year on Wednesday, he was unbelievable. So, I guess my take is, I love the way Oracle sets it up. They simplify everything. The messaging is so clean and so crisp and so compelling, but you always know there's something else going on there, right? And it's great to hear the guests that we had help us squint through what's really going on. But, nonetheless, Oracle laying down the cloud gauntlet, its strategy, its strategy and hard-run software engineered together, a lot of talk on Flash. But, you know, my takeaway, John, really, is you have this situation where there's so much potential innovation going on within the Oracle ecosystem outside of Oracle, within its ecosystem base, and there's a lot of money to be made. I agree, Dave, with most of that. I think, you know, one of the things I will say though, last year, we were pretty critical of Larry's keynote because there really wasn't much he was talking about. It was a lot of the, almost like a change of strategy in midstream, and you could feel the, you know, the head fake he was kind of giving everyone. This year, a little bit more specific. He had actual deliverables. He had four big announcements, pretty solid across the board. You know, infrastructure as a service, check, private cloud, check, new database, check, exit data in memory, check. He hit the marks, and I thought, substantively, it was a good interview, I mean, good keynote, and the interviews today reflect that, Dave, because most people are pretty charged up by the direction that Oracle is going, because it's a validation of the companies in the space that we've been covering. So to me, it's a good and bad sign, good from the validation standpoint, bad sign that, you know, you've got a big 800-pound gorilla looking to roll you over as a startup, if you're VM, or even from VMware to a startup, like Aerospike, you got to look at that saying, hey, I got to really dance under the elephant's feet here. Well, and I have said number of times that, you know, Oracle Exadata is not big data, but we heard today from Sean Belvins at Opera Solutions that they are actually building big data applications and services on top of Exalytics, and we heard from Sean at SAP Sapphire, they're working with HANA. So these are companies that, traditionally, I wouldn't necessarily associate with big data. I certainly would associate Opera Solutions with big data, and so we're actually seeing Oracle, maybe indirectly, but participating in that big data trend, and as we've said, we have no doubt that at some point they'll pull the trigger and buy some companies and buy their way in. So summarizing day one, great conversations. I learned a lot, a couple interviews I thought were very notable. Billy Bosworth of Datastax, Brian Boskowski of Aerospike, formerly called Citrusleaf, watch that company, Dave. This is a company that I think has the right stuff. It's one of these product innovations that with the right push in the market, it's going to cross over and be relevant. So sometimes the best solutions don't always win, okay? And I hope that's not the case, because those guys got the technical chops and got some real innovation there. I hope they can get the timing of that and market that up. They got a new CEO and then new BPA marketing, so we'll see that going. The other things that I learned was data beats theory. Great quote by Billy Bosworth. And the data is the app from Sean Belvins. Another great quote. I think we call data's new development kick three years ago, that is the case. Outcome based, know your outcome, then configure appropriately was a nice quote I heard. And we went through the numbers, right? Consulting models versus industrialized models just seeing the real product companies start to emerge. And of course we then talked about the market caps of the companies out there. And Oracle at 152 billion, could they buy NetApp? Don't know, don't think so. NetApp was on, talking about their successes. And I think NetApp is one of those companies that just might not bite off more than they could chew, like some of the other vendors. I mean, look at EMC, look at these other companies, they're trying to do a ton of different things. Maybe that might be the best strategy for NetApp. Not taking on too much, knowing their space and going from there. Yeah, and I think that, you know, it's interesting to me, John, big data was not a part of Oracle's messaging, at least in a large way. But the conversation keeps coming back to big data. And I think it's relevant because big data is really fundamentally changing the way in which organizations look at how to compete. And so it is all about the data. And I would expect at some point you're going to hear a lot more from Oracle's. No, now the cloud is into the mainstream, past the hype cycle. Now you're hearing Oracle really get serious about it. I think you'll see the same with big data. So, you know, it's interesting this, I've seen some tweets about who is Oracle's biggest competitor. I think Ray Wang was saying it's IBM. Somebody else chimed and said, Oracle would like to think that. That's kind of the competitor that they know. But we heard some people today, Billy Bosworth's at DataStacks. We heard the folks from Fusion I.O. Open source in general, John, are more insidious competitors, potentially, to Oracle than IBM. I mean, Oracle knows how to compete with IBM. You know, it's interesting to, it'll be interesting to see how the open source movement, how the big data movement will affect Oracle. And again, they'll buy their way in. Look at Dave, I mean, here's what's very clear about Oracle. And this is a big walk away from me from this day. Is that, you know, for our first Oracle open world, we looked around and everyone had this glom look about them. Oracle and worried, right? It's different now. I mean, first of all, it's a good business environment. A lot of business deals getting done. But Oracle is responding to the marketplace. And you know, companies like Aerospike are making moves and growing. And you got DataStacks and you got CouchBase. These guys are affecting Oracle's business model and they are changing. Now, granted, we can go into the debate of the sentiment of that and how that's going in the marketplace, what people think of it. You get some people throwing tomatoes at Oracle and you got people cheering them on. Bottom line though, is that it's better than sitting around doing nothing. So you got to give Oracle props for one thing. They are reacting to the marketplace and they're going to co-opt what's working. And I got to say, you got to give, you know, some props to those guys for that. And I think you're right. I think Oracle does listen to its customers and then it decodes what the customers are saying and translates it into, okay, either what companies do we have to buy? What R&D do we have to invest in? And how do we package this stuff so that we can maintain our fundamental strategy of making it easy to do business with us and locking our customers in? I mean, that's essentially what they do. But that's, you know, people can trash Oracle for that posture, but that's an art. You know, you can just, I mean, every single vendor wants to lock its customers in. You know, Google wants to lock its customers in. They're through great services. VMware wants to lock its customers in. They just don't say it, you know? But that's where the money is made. And so, you know. I'm watching a screenshot here from Jeremiah O. Yang on the Collective Intelligence Company about the social media monitoring. And, you know, it's just like, all the sentiment analysis doesn't say anything because the guys that really matter aren't on Twitter, okay? And the sentiment is only one thing. You can only look at that so far. You got to really look at other things, the people that aren't tweeting actively. Well, they might be on Twitter, but they're not necessarily tweeting. I mean, a lot of people are on Twitter. A lot of people that are on Twitter that don't come up on these cloud scores and these kind of programs are the ones, the people that matter don't come up on these dashboards because the algorithms are not properly aligned. So, you know, I think the general sentiment, it will see and we'll see what happens next year. I can tell you right now that the buzz here is people are buying their boots for next year. Oracle Open World works. It works because business gets done and it's a lot of growth in their big 800-pound gorilla. So, a lot of customers here and we are seeing a transformation. We've heard today that the DBA, we heard the data architect is becoming increasingly important. That was sort of an interesting takeaway of the day and I think that's going to become more prevalent. We've heard that data science is really driving innovation and the data architect's responsibility is to make sure that that innovation actually can be delivered as essentially a product or a service to the organization. So, well, tomorrow we have a great lineup. We have a great lineup of guests today. Tomorrow we've got another great lineup, so come watch us on SiliconAngle.tv, SiliconAngle.com. Go to our sites, it's free content. Go to wikibond.org. We've got free research. If you want to go look at some of our original content, go to wikibond.org slash big data and browse around, all original content. We've been pumping out content now going on our third season with theCUBE and more news to come as we start to go 24-7 and launch our network. You're going to see a lot more programming and we'll be back tomorrow live here at Oracle Open World. This is a wrap from day one. Dave, thanks for coming. Props to the guys here. Good job. Kian, Alex, Michael and Mark Risen Hopkins and for everyone out there watching, thank you and thank you to Q-Logic. Without their support, we would not be here. This is their booth. Come visit them, endorse them, say hi. Tell them John Furrier and Dave Vellante sent you, you get a 10% discount on their Piper Channel products. I don't think that's an active promotion, Dave. That's good, I like it, John. It's a little bit of a commercial with Papa John. Tell them John sent you and you're going to get a 50% discount on your next Piper Channel card. Q-Logic, come to their booth and you'll see them here. That's a wrap from day one. We'll see you tomorrow. Oracle Open World 2012, exclusive coverage, SiliconANG, Wikibon, thank you.