 Okay, welcome back to live here in Palo Alto Studio. I'm John Furrier with Dave Vellante, co-host of theCUBE. It's our day two wrap up of SuperCloud three day. We had two days of great guests, amazing leaders in the industry and practitioners and influencers and experts weighing in on the SuperCloud acceleration, the trend that is SuperCloud, which is now becoming more and more real as it goes on its third episode. As we go to our fourth episode coming up in October, which is going to be all about AI, this theme this past two days is security plus AI, new information coming in from the guests, some great insights, observations and some great data that you brought in from ETR and some of the breaking analysis that kind of sheds a picture on this. And again, this is part of our effort to share our observations across all of our events that we go to and put it out in the open in open source way. And we can't do this without our sponsors. And I want to just recognize that without sponsors, we can't help you. So endorse the sponsors, check out their names, VMware, NetApp, we've got Hammer Space, we've got Enterprise Web, we've got Facinity. Check them out. They're supporting us so we can support you with as much knowledge as possible. Dave, again, AI and security, big theme. And again, AI can generate, AI continues to boom even as we're here on stage yesterday and today, Microsoft's big news, Meta open sourcing Llama too. More and more AI goodness hitting the network, creating a power law of models and foundation models that's going to continue to change the dynamics of the software business. Open source, proprietary versus open. And then of course, next gen cloud scale, big part of it. We heard about semantic layers. We heard about the security game as a speed game that's a pro level, not like high school ball, it's like pro ball, just great leaders sharing their insights. This has been a pretty epic two days. You know, John, super cloud has always been a metaphor for the future. And the folks who didn't like that said, oh, it's just multi-cloud or that's just hyper cloud. Kind of missed the point. And we're now seeing that to come into focus with super cloud three. Cause it's always been about stretching that fabric, that massive distributed system where the data lives, which is everywhere. And now with AI, you're injecting a whole new set of capabilities which are completely changing the way that we think about technology. Not only in terms of what it can do, but how we interact with it, you know, through us, how we, she was saying, through natural language. Cloud was code, infrastructure is code. Code is now natural language. And that's changing everything. And the super cloud is the underpinning of that innovation. You can go back. We love to talk about the historical perspective. I've heard people say, we don't need to know the name. Even though malloc was like saying that and FitSea was kind of poo-pooing it, every wave has a name. And I remember go back to many to many to PCs, PCs, the local area networks. I mean, it must have been at least 10 years that every year was the year of the land, local area network. Lands ended up happening. We don't need another name. It's a network, it's a network. Local network, subnets, wide area networks that ended up happening. This wave has a name. It's called super cloud. And it's not just about people and technology in process. It's the next 10 to 20 years. I'll give you an example. It's not just about multiple clouds. It's about the people who implement IT and technology and deploy it and make, enable consumption of technology. So it's the IT market. It's the developers. They're building the next generation infrastructure and software that has to run on all environments, all clouds. Amazon, Azure, on premise, private, edge clouds. So super cloud talks about that career path that's intellectually the intellectual capital of the human. And now you got data with AI, which is a data capital. So what's in someone's head is their IP. What's in a model is IP. That's AI, right? AI is going to power data and people's intellectual knowledge, domain expertise, institutional knowledge, but what they know. So every job is impacted for sure, I think in a positive way. So this is what super cloud represents that whole generational shift. So to me, it's IT for the next 20 years. It's security for the next 20 years. It's data and data management, data coding for the next 20 years. It's apps for the next 20 years. I think words matter. And to your point, you go back to the PC era. Everything was PCs, like PC distribution, PC printers. It was PC everything. And then the internet, you know, internet, everything. And then, you know, cloud, cloud storage, cloud computing, you know, cloud security. So maybe- Websites, web apps, web servers. Everything, everything, the big data, you know, everything was big data this, big data that. So words matter and these waves occur, we call the super cloud to really, again, be that indicator of the future. You know, that word might change. But the point is, I think it was, we were talking about with Victoria, we were ahead of the wave in many ways. We helped create the wave and now it's just innovation everywhere. And so we're thrilled to be part of it. The other key theme of super cloud as a wave is, in all these big waves with this really structural change, and Jake Guthrald mentioned this, it's taking value and distributing it everywhere. So abstractions emerge. So when abstractions emerge, we hear that things get done faster. They're simpler and easier to use. That is always the formula for success when you have these inflection points. Every single wave in history makes something harder, complex, and costly, less costly, faster, and easier. And then this goes to the next level. So open source, stand on the shoulders of giants, that continues to thrive. Cloud scale, that continues to scale and get stronger and everywhere. So I think that's a big part of this narrative we're seeing in the younger generation that are coming into the market. Like, oh my God, this is awesome, it's so easy. They're not deploying Linux servers and configuring it. It's just there for them. So I think this is where I think the application market's going to boom. It's going to be a Cambrian explosion of applications powered by AI and humans, more importantly. And intellectual capital in someone's head, data in someone's brain is going to be really powerful IP. And that's going to be, you're going to start to see creativity from interns to the boardroom. And the more things get simpler, cloud took away all this undifferentiated, heavy lifting, the more they get complex, right? As they advance, though, the cloud is actually quite complex today. I think we've been talking about chaos here all week. I think AI injects a lot of chaos into the system and a lot of disruptions. You know, we were kind of debating who it takes advantage, incumbents or disruptors. One thing's for sure, everybody's life is going to get disrupted by AI in some way, shape, or form. And so I would predict, you know, initially there's going to be a lot of enthusiasm, a lot of great use cases, a lot of great innovation, but it's going to create a lot of chaos as well. Industries are going to get disrupted. Jobs are going to get disrupted. The way individuals work, organizational structures are going to get disrupted. The way we sell, the way we consume, the way we purchase, all of that is going to change. Yeah, and the security plus AI conversation, CrowdStrike, again, notable name on theCUBE, the CEO really kind of addressing that. We heard that from them directly. vicinity, a great session we had there. They come from the federal DOD side, they're like, we'll move data around. So you start to see new innovations. And so this brings up the, you know, what was once a sacred cow or dogma, it's going to be broken down by this new innovation. I think you're going to start to see things get a little bit tense as this next innovation puts pressure on incumbents. The role of an incumbent player, Howie Shoe brought this up clearly, that the role of the players already in market will be impact on whether they lean into it or not or impacted. So, you know, we'll see. I like that, just to throw out another sponsor named NetApp, what NetApp chose to do for SuperCloud is let's put our CISO in front of the audience and let's talk about culture. Let's talk about a security culture. Minyona Cotay, she talked about, I asked her like, how do you affect the security culture? By speaking in the language that people understand. Don't click on links, as opposed to talking about, you know, sassy or some kind of security sec ops term, right? So things like that. Hammer space, David Flynn, who's the founder who we know from Fusion IO, he disrupted the flash market while having a server component. He's going to disrupt the NAS market. He looks at it in a complete different way. He's got a very disruptive approach. Check out Hammer Space. Well, the thing about Hammer Space is they basically are the SuperCloud for connecting all data. I mean, you know, he will say there's no such thing as unstructured data, but semi-structured data, they're connecting as a SuperCloud. VMware kick over was on. He was talking about how Jenner of AI is going to change that whole cross cloud equation. And he kind of was, had a good session, but he was holding stuff back from VMware Explorer, which we'll be at with theCUBE. So VMware is coming up. So, and again, vicinity, crowd strike, Hammer Space, enterprise web, NetApp and VMware. All great companies supporting us. And of course, great leaders as well. And Doug Merritt's coming out of retirement. Great to see that. We can see all the CEOs coming on. And see Vittorio Villarraingo the first to really see the SuperCloud trend leaned into it when we were formulated. He got it right away, experienced a marketer and executive. He used to be coder as well. So he's technically, he got it right away. Yes, become a movement in a way. I mean, people at least talking about it, they're thinking about it. And I think now it's coalescing into, you know what, there is something different beyond multi-cloud, beyond hybrid cloud. And that is what we chose to call SuperCloud. And this was SuperCloud three, security plus AI. SuperCloud four, marketer calendars, first, either the first two weeks of October, first week or second, we're going to pick a date. It's going to be all about AI and foundational models. We're going to go deep. We're going to have a really impactful conversation. So market your calendars. And if you have any ideas, text us, contact us. If you want to be involved, we'll probably have speaker sessions as well. We might produce a content catalyst, so much demand for content. Again, we're super excited to share that with you. And again, it wasn't for our sponsors. Support them because they support us to support you. This is theCUBE and that's the rap for SuperCloud three for Dave Vellante, I'm John Furrier. Thanks for watching.