 Live from Las Vegas, Nevada, it's theCUBE. Covering AWS re-invent 2016. Brought to you by AWS and its ecosystem partners. Now, here's your host. And we're back. Happy to welcome back to the program, a regular guest on our program, David Richards, who's the founder and CEO of WAN Disco. Hey, David, anything interesting happened since last time? You know, we've talked to you? Well, I kind of got, well, you guys are a bad omen for me. Kind of left theCUBE in New York, got off a plane, got fired, and then four days later got reinstated, apart from that, virtually nothing's happened actually. Hey, you know, it's good coverage in the financial times and lots of press and everything. So, lots more people know about WAN Disco now. That's right, that's right, I don't have Tourette's, I promise. All right, well, David, AWS re-invent. I mean, in pretty impressive show, you know, we see what a lot of shows, many of them interesting, lots of smart people, but I mean, wow, this is pretty impressive. They got up on stage, lots of things that I'm sure interest you, give us your take of the show so far. It's fascinating, I mean, this sort of must have been, I wasn't there when Steve Jobs was launching the first Mac and so on, but this kind of feels more than just a small movement. This is a large shift in enterprise moving from on-premise to cloud. I think it's unquestionable that's happening. I mean, I'm sure you've covered it this week on theCUBE, I've not seen it, but 32,000 people are here. Virtually every single vendor that you could ever think of is exhibiting in this exhibit hall. You can barely move for people. Our booth traffic has just been phenomenal this week. And it really feels like this is a seismic shift in the marketplace. I know we've been saying that for a while, but it really does feel that way. Why do you think now? Is it just we just got here and it's the overnight success that's been 10 years in the making? Or was there an event or something that really kind of tipped it over to where we are? Because clearly it's very different than last year. Sort of Cloud V1, and you guys have been covering this for a long time, was really companies that were born in the cloud. It was the Airbnb's, it was the Tinder's, it was the Facebook's and so on. Those companies were actually made born in the cloud. What's now happening clearly is enterprise is moving to the cloud. And Cloud 2.0 really is about a different set of requirements, a different set of customers. There are customers with massive petabyte-scale data sets that they really can't take advantage of. They can't really scale out. It's too complex for them to build. Many of the applications they need to build, they now have to move to cloud. And 32,000 people are not here just for the sake of it. They're here because they have to be here because they're moving obviously to cloud. AWS have such a massive lead, I think, in cloud at the moment, in enterprise cloud. That's probably why 70 people are here. David, one of the interesting things to look at at this show is Amazon has some opinions about where data lives, how it moves, where you process it, all of those kind of things. You guys are kind of opinionated on those kind of things too. So, give us your view on those kind of discussions. I mean, I made a comment on Twitter. It was like, hey, what do we call a data lake when it's in the cloud now? So... Well, look, that's what happens in the clouds, eh? One of the big reveals in Andy Jassy's talk this morning was a truck coming across the front of the stage. And I've had so many emails saying, is this real? Is this a joke? Are we now really moving data in a semi from on-premises into the cloud? And it's kind of interesting. I think it's a little bit of a gimmick, to be honest with you. I think Amazon do lots of great things. There are lots of wonderful announcements today, like opening up a lecture and allowing, you know, and some of the things they're doing with serverless computers is just phenomenal. But I think a truck to move data from on-premises to cloud kind of feels like we're back in the 1970s to me. Whereas I was talking to the CIO of an automotive company a couple of weeks ago. They have a problem where, you know, to move data causes an outage in their organization today of about 30 hours. That data growth is going to be so vast. The velocity is going to be so great in the next 12 months, that if they use the existing technology today that they have today, we'll take them in the region of a month to move that data. So trucks are great for cold archival data. Well, they might be great for cold archival data. I'm sure you could figure out a better way, like the internet, to move it. But for our active transactional data, data that changes and moves that's critical to the organization, you simply can't put it on the back of a truck and basically mail it to Amazon or with a snowball. But that really doesn't work. And I think the market really needs to be educated a little bit about what's possible and what isn't. I don't know that Amazon would necessarily disagree with you. I mean, if you look at, you know, the snowball family, they have the snowball edge out there, which was realization, hey, I might want compute and even we're going to give you that new green grass, you know, Lambda serverless type stuff so that you can do processing where there's no network or I can't do anything. But, you know, I guess, you know, we know from a physics standpoint, I understand, you know, the internet's great. But, you know, if I want to move, you know, 100 petabytes or more of data, you know, if I, you know, even if I'm a telco, that's a ton of data that I need to move. So I mean, tell me where there's a disconnect. So the way that WAN Disco's technology works is we continually replicate data. So where every other form of data replication is time-based, it sort of requires the concept of a clock. Like even Google, who've got Google Spanner, which is kind of active-active replication, but relies on a satellite in the sky and atomic clocks, GPS clocks, and every single server. We don't have any of that reliance with transactional data replication, which means if something changes, it gets replicated. And that process is continuous, which means that you can basically move data applications without any downtime or interruption to service. And that's absolutely critical for what I called earlier Cloud V2, which is the enterprises moving to cloud. They have to be able to get there without any interruption to service. Small data, yeah, you can use that kind of technology. Or non-strategic data, yeah, you can use this kind of technology. Strategic data and strategic applications, trading systems. You know, you can't be 99.99% correct if somebody's got cancer or not, right? If you're using the cloud and machine learning technology to figure that out, you can't be almost certain you need to be completely certain. And that requires data to be where it's supposed to be. Just, good. So, Amazon's a partner of yours. What's it like being a partner of Amazon's these days? And, you know, give us your point on that. Amazon are a phenomenal company. They have to be, right? They've just built probably the world's most valuable enterprise technology business by a country mile in 10 years. I mean, it's just, you know, zero to 10 billion in the blink of an eye is just incredible. And part of their secret is they base everything on data. And I've learned a lot from dealing with Amazon actually. Everything is data-driven. You know, they have this Five Wise, I'm sure you've read about it in the media, where you have to prove through facts and figures, not sentiment that something is so. And that's pretty uncomfortable for a lot of people. For us, it's not. When it's working with Amazon, their requirements, the bar is so high, it's made our products much, much, much better. They have a well-architected review that they go through with all their partners. They're actually great to partner with. If you're not a very good company, I would dare say don't bother because they'll find you out very quickly. But they're a great set of guys, very, very good to partner with. It's very black and white. It's very quantitative. But yeah, they've obviously got a huge market. Yeah. One of the things I love about this show is that the quality of people is phenomenal. And you get such a huge cross-section, not of location, size, industry, but one of the things I think that is across everybody that comes here is they're trying new things. They're open to moving forward, iterating, learning, which has been one of the things that we kind of say what holds companies back is like, oh, I'm doing it the old way. So what's your experience been with the users? Any stories you can tell from that standpoint? So right down to the bottom of the organization, they're prepared to take any idea. I mean, Amazon Web Services, for goodness' sake, was basically a paper that was written and presented to Jeff Bezos, right, who said, yeah, that's a good idea to Jassy and said, yeah, let's go off and do it. But virtually every innovation in their organization is somebody coming up with an idea and they have the mechanics and machinery to listen to that idea. We do it ourselves, so we're looking at serverless compute and using Lambda so we can have replication literally as a service that you could just call and you can call Paxos, which is our core IP, is based on Paxos, it's called Decone, so you can call that algorithm and get a replication service. You know, these concepts, some of the concepts that Amazon are introducing, their ability to move so quickly to introduce new products is because they have this innovative approach where they allow people, right down at the very bottom of the organization, to come up with new ideas and approaches to doing things and they are, it's perfectly fine for somebody at the bottom of their organization to challenge somebody at the top of the organization. In fact, they expect it and again, that's not comfortable for a lot of people but I like the way that they go around their business. I'm looking forward to Alexa, how's my replication doing? You know? Jesus. Wouldn't that be great? Well, it's interesting to say that we had Malcolm Gladwell on a month or two ago and he talked about the most powerful organizations are the ones that let the fresh ideas bubble up from the bottom because it's the people that have not been tainted by being part of the company that are new and creative and innovative in a different way of looking at it and oftentimes they get squelched. So the fact that they let those ideas come up and also driven by data, pretty powerful. It's interesting being at the show this week and I have two types of meetings and I have meetings with companies at the forefront of this cloud revolution, companies at the forefront of building new innovative applications that were designed for the cloud and then I have other meetings with companies, vendors, who have been caught out by this. They didn't see this coming. They didn't expect, you know, so this sea change to happen as quickly as it's happening and they really are fighting and scrambling to know what to do and everything from, you know, the big services companies, the big traditional enterprise storage companies are really struggling to understand what they're going to do with the cloud and they don't have those processes and procedures inside their businesses like we do. They can't change and be agile and nimble and take advantage of these new products and markets that are suddenly appearing overnight. Yeah, it's funny, the guy for the center was talking about, do you want to be a system integrator anymore right now? It's services integration and really changing the way you think about putting this stuff together. It's very different. It is very different and it used to be the case that you get and I know we've all lived through this. You get the enterprise sales guy that turns up in the $2,000 suit and the Porsche parked outside and comes in and sells you, you know, a piece of software and asks you how your wife and kids are doing and all the rest of it. Look at the audience here today. They're not going to put up with, you know, that style of enterprise sales moving forward. People are buying stuff from a marketplace. The expectation is that you can choose, select, deploy and build applications yourself and that's how many of these companies are operating today. So it's not just the sea change in the technology, the technology's facilitating completely different and new markets. David, I want to give you the final word on as you leave the show, you know, your takeaways, what you want people to know. Clearly we're in an era where this is going to be an enterprise cloud. Cloud 2.0 is all about enterprises that are taking their data from on-premises into the cloud. It's happening very quickly. 32,000 people are here this week. They're here for a reason because they have to be. This is a sea change in the marketplace and I hope that when, well, I know when this goes to the vanguard of moving many of those enterprises from on-premises into the cloud very quickly. All right, absolutely. Definitely agree with the sea change there. David Richards, founder and still CEO of WAN Disco. Really appreciate you joining us again. We'll be back to wrap up our coverage of today at AWS re-invent 2016. You're watching theCUBE.