 Live from San Francisco, celebrating 10 years of high-tech coverage, it's theCUBE. Covering VMworld 2019, brought to you by VMware and its ecosystem partners. And welcome back here on theCUBE, we're at the Moscone Center here at downtown San Francisco. Gorgeous day outside, by the way, picture perfect day. Chamber of Commerce weather, but a lot of big news happening inside here for VMworld 2019, along with John Troyer, I'm John Walls. We're joined by Peraluka Ciedelli, who's the Vice President of Product Management at Dell EMC, and Peraluka, good to see you, sir. Thank you, it's awesome to be here. Great, thanks for being here. And Manib Mahazadine, who's a VP of Solutions Product Marketing at VMware. And Manib, I know you're right, just hot off the presentation stage. Yes, I am. Catch your breath, it's all going to be fine. How was your audience? I'm sure, standing room only. Yeah, it's 1,300 plus. Excellent, yeah. Been a big week already. Of course it has, yeah. For you and your team. So first off, let me just, let's step back, talk about the vibe of the show, the theme of the show, we saw Pat on the stage, her fat an hour and a half this morning, just your thoughts about day one and the big announcements that VMware's been making? It's been a great week, and it's actually been a great approaching week. As you know, on Thursday, we announced intent to acquire both pivotal and carbon black for close to about $5 billion. So that's kind of a big announcement, by itself, and then how do you kind of bring in and keep day one, where you're not too focused on those two, but get the narrative of VMware all across. And really, you know, where we have, you know, Cube has been with us on this journey for a long time. We've seen that data center shift into kind of two tangents. One is workloads in the data center break out into public clouds. Second, rewritten into cloud native applications. And if you've seen our strategy wall, and that was kind of the key messages, hey, we're embracing both the modern app development focused on Kubernetes and Tanzu announcement was all about to say, we are where platforms ready for the breakout of both tangents. First, cloud native, we've got Kubernetes, we're bringing it right into vSphere so that everybody in the audience can support it. Second, the breadth of our cloud everywhere, right? So we've gone from Amazon to IBM to Google to Azure. So it'll give you the infrastructure for your workloads to be your choice. Modernize or migrate. That was a key message for us to kind of land today. For a lot of our audience, we're kind of stuck in that same piece of, what am I doing with my workloads? What is that platform I got to build on? And you know, the key foundational platform being VMware Cloud Foundation, right? That was our strategy. And I think last year we called out VMware Cloud Foundation and Pat's keynote because I wrote it 44 times. We didn't do it that many times this time. We only said that's the platform that lands in Amazon, GCP, Azure, IBM, and 4,200, you know, cloud provider partners. That gives you really that public cloud extension. The second part being modern apps. Kubernetes is a new kind of modern app development platform. vSphere is embedded into that project Pacific and the whole Tanzu announcement, right? So really a powerful message. What do you think? Was that successfully landed? I think so. John, you feel good about what you heard today? Yeah, absolutely. I think VCF is super interesting. I'm also kind of, so there was an announcement today also about the Dell Technologies Cloud validated designs for using VCF. So VCF, the layer, which is kind of the VMware stack with some extra magic in it that can be, make a private hybrid cloud, you know, everywhere. So talk to us a little bit about Dell Technologies Cloud as I call it DTC. It's a lot, there's a lot of stuff in that as well. But we have two very complicated solution stacks that we're talking about now. So can you talk a little bit about the validate design and what came out of that? Absolutely. So before we go into the validated design, I think it's very important, as Manip said, when we think about the Dell Technologies Cloud, really it's a components of best-of-break technology from our storage, networking, and also compute, but with the VMware VCS on top. So we work very closely with VMware and today we are announcing today the cloud validated design. As we announced at the Dell Technologies World in May, we said Dell Technologies Cloud is this. Now we want to tell to the people how you can easily deploy this. What is made this tangible? So what we're doing today is rapid time to value with the design and pre-tested configuration that we put in the Dell Technologies Cloud validated design, as we said. The other important things, as Manip said, right, it's, and I heard this also from theCUBE, there was a debate with Stu and other people about what is the cloud, how I deploy the cloud. When we think about Dell Technologies, we speak with different peoples and two set of peoples. One is the app, right, the cloud app, all the app people that they want to build have all the automation DevOps operation and all these things, but behind that, those people, they're still in infrastructure. So we are speaking on both things. So it's very important, this paradigm is there where you can have people that they can consume the technology and understand how to build the infrastructure to be automated and build that automation for the cloud. So that's what is the Dell Technology validation design, right? So one of the biggest things here that we are now is not only the cloud validation design, it's the first one, but also the ability to have compute, storage, and network together and also use a primary storage as a primary citizen of the VCF. So we should talk about that later, but that's good. And I think to catch on to that, talking about the applications, et cetera, again, in the evolution of cloud, and we've been on the journey for 10 years, is we've had the first few years of the cloud journey was felt like a one-way street, which was kind of meant where people were shutting down data centers and going to all these public cloud providers was always a one-way street. Now, VMware, and you followed us closely, we had a service called VMware, VCHS, which is VMware Hybrid Cloud Service before the VCloud Air, and then we came out with this solution, right? The idea was, we thought there's going to be movement back and forth, but it wasn't the case. People were seriously shutting down and going one way. As we made all these partnerships of Amazon, IBM, we started seeing heard stories of IHS, Freddie Mac on stage, where they take six weeks to move 100 applications one way into the cloud. Customers started asking us a question to say, if it's so easy to go that way, is it also that easy to bring it back? Come back, right? And that kind of led to the whole kind of Dell partnership, Dell announcement within a Dell Cloud Foundation, VMware Cloud Foundation, Dell Technology Cloud Platform, to say that, hey, it's actually, there's a notion of not going from hardware specific, just high-tuned for workloads to commodity hardware in the public cloud. There's now a need for having common hardware platform on both on-prem and off-prem, because there is a need for customers to take EC2 workloads or Azure workloads and bring it on-prem again. That was just a notion of how fast it is. I add that point because it's so critical to know that your hardware is performing and tuned to perform for high business critical applications. People forgot about them the first few phases of going to the cloud. And now as they think about a hybrid, true hybrid cloud nature, they want optimal performance in the software layer, in the hardware layer, hence our announcement of Dell Technology Cloud, Cloud Foundation, validated design, is really supporting that customer notion. So it's like this optimal or maximized flexibility is what you're trying to give people. I mean, is that... We're the cloud simplicity. That's really the key. But what drives that? I know that you have, whether you're on-prem or you're off-prem, you're going to decide what workloads going to go and what space so on and so forth. But is some of that kind of hedging bets for future workloads because you can't predict where they're going to be done or where you want them done or is it just providing flexibility today? And let's not worry about tomorrow. And it just seems like there's a lot of... There is a runway here, if you will. Yeah, and I think there's no right or wrong answer. One of the big workshops I do with our customers is really kind of say, have you figured out what's your three to five year application strategy? Because, again, in that first phase of that fast migration to the public cloud, people who are just like CIOs I know, it's like, I have a cloud-first strategy. What does that mean? I'm shutting down all data centers, I'm going to the cloud. Right or wrong, that's my cloud-first strategy. Now what they've come to realize is not all workloads work effectively in the cloud. So they kind of like, hey, put an application strategy to say, what are the most optimal applications that'll get the benefit of cloud? These are like e-commerce retail. They have to have Black Friday expanding elasticity. If you've got slow mundane backend processes, doing batch processes of massive storage of bank ledger in the backend, they're not going to get that elasticity. I know what it is. I know how many price processes I got to run. So people are getting smarter about which ones get the benefit of modern app development or cloud elasticity, which ones don't really need to have that. So we've seen best practice customers actually have a very good app strategy through to five years, and then decide how much of my app strategy is gone to the right or gone to the left, right? It's pretty much to say, I don't have to change. 60, 70% of my Eastern European customer, their banking ledger is still on mainframes. They're not in the heart of the cloud. Whereas FinTech on the East Coast is going, I'm going to the cloud, right? So it's really that strategy that they should take the app strategy and decide what the infrastructure strategy is on the top side. I think from the storage business, we see that really clear, right? The app is definitely what is moving the things, right? It's not people, they're not thinking anymore because the transformation is in the way that you consume the infrastructure. They're not thinking anymore about what I put there, but is about what app I need to run, how I build my app. So it's the environment. And I don't think personally, I meet a lot of customer, there is not one right way or wrong way, it's an end, right? As you can see also in VCF, we have vSAN, vXTrail, and primary storage. If you look at two years ago, we will be sitting here and say, you know, it's only this, not the other things. When we, I've been in Gardner Conference three years ago was like, it's all cloud. It's reality is the world, the information technology world is always the same. Where is an heterogeneous things? Because people, they need to have the trust, right? You cannot run your entire things on something that you don't know or you didn't prove. So what we give here today with our technology is the flexibility. You can have a cloud approach, but use the trusted power max, for example, in conjunction with vSAN, in conjunction with the Unity. So not only is it the proof that you can preserve your investment, but it's the proof that you can start to build those up. And if you see in what path today, then those up can leave everywhere. So you can move, it's much easier to move and you can just trust what you're doing. And you hit a point and point on the move part, right? And people are so easy, like, hey I moved a thousand applications in six weeks to VMC and AWS. You know, the fundamental notion where that was not possible before was compute network storage. Like we've been doing vSphere for a long time, you know that. And it wasn't that easy, because what used to happen is people thought, hey, I virtualized compute, I can move it. But what did not happen as you move that was your databases, your storage rules didn't follow you into the cloud. Your networking QoS and policies and priorities didn't follow you in the cloud. So that was kind of like a, you know, I'm an Australian, so it was a half ass solution, right? So bear with my language, but it was a half ass solution. But really what needs to happen is your compute, your network, your storage has to all work together. And that's where Cloud Foundation was powerful. And what we're lining with those validated designs is also that capability that your compute network storage is one unit from an app. Once you package it and make it available in all the platforms, then that migration becomes six weeks, two weeks to move that. Because once you break it apart, it's a nightmare. And there's not a lot of folks who have survived database migrations. I mean, maybe, Peter, Luca, you can kind of sum us up here. This conversation has been a lot around evolution, right? And there's also been an evolution of data center design and what to expect with that. You know, just buying things off the shelf and getting a VAR and then we, you know, the VMAX and we've been through this whole. And now we've talked about VxRail, which can be part of this solution. But can you talk just maybe take us in, take us out with the, we're into the future with the Dell Technologies Cloud as the idea of the validated design, the idea of the stack from Dell Technologies, in storage, et cetera. Like what can we expect in the near future? And how is, how much guidance will folks get? Yeah, absolutely. So without breaking any MDA things, but this is only the first step. So the cloud validated design is just the first step where we said, okay, we are testing this, we're putting this together. We are working very closely to also solve the entire things that VCF allow you to do first day deployment, allow you to expand infrastructure and allow you also to do life cycle management. For example, with the VxRail, we already have the life cycle management part. We are working in way to do that also for our storage and other things. So if you think about that, then it becomes, as you said, all the policy that we put, like with VVOL will be strategically in that sense, the policies can be carried over. So then you can go to VMC, you can go to another place where the software and infrastructure can move back. So because people, they can do this on-prem and replicate exactly, but not only replicate the application, but replicate the LLA, what are you doing, the QoS, all these key things that makes people run in enterprise application, right? So that's, I think it's a, it's very exciting moment. I think it's just the starting of these things. Absolutely. Gentlemen, thanks for the time. Thank you. And you really, you paint a pretty exciting future, don't you? So I can't wait to look forward to even the VM World 2020. Wait till Barcelona, come on. All right. I'm not making that room trip though. So unfortunately, no Barcelona's going to be good. Yes. I'm a domestic guy. So, all right, good. Hey gentlemen, thank you for the time. Thank you, thank you. Appreciate it very much. Thank you very much. Thanks for having us. From San Francisco, right after this.