 We're live here in New York City inside the Cube, our flagship telecast where we go out to the most important events in tech, get the most important stories, top trends, and we'll make some predictions around what's gonna happen. And Dave, let's talk about some predictions. I think what's gonna happen with this ecosystem is that next year it's gonna be a huge conference. I'll predict it'll be around 10,000 type attendees. You're gonna see it kind of feel like a VM world. You're gonna see that massive growth. I think the role of the data science will move from kind of wow and oh wow, we need to hire these people to actual specific job descriptions, use cases, and a playbook around what data science is at the application level. And the second thing I think you're gonna see is a maturation of the platform and tools specifically. And I believe that, as we said yesterday with the VCs, this notion of a feature can turn into a company. And in the tech business, venture capital, the old adage was, oh, that's a feature, not a company. And you wouldn't get funded if you had a good idea. But in this day and age, one little feature, analytics, business intelligence, can be so explosive and so viral, you can actually get now funding for it, cost to start the company slower with cloud, and with Hadoop and open source, you can actually build products out of theory. And that's gonna be explosive. And one little feature can change the world, go viral, and you can build around that. So I'm bullish on the ecosystem of entrepreneurs and the startups. Essentially calling for a 10x increase in attendance next year, which was very dramatic. I'll throw another prediction in. I think we're gonna see substantially more competition for the biggest prize. I think we all agree that many, many multibillion dollar, a billion plus dollars from evaluation standpoint, software companies are gonna be made in this trend. I think we're gonna see, right now, you've basically got Cloudera, which I would give as the favorite. I think EMC is actually gonna do some business. Hortonworks, to me, is the long shot right now and Lexus Nexus I think is gonna struggle. I think you're gonna see other enterprise whales, maybe Oracle, maybe IBM, enter this space and go after the big prize, and here's why. In these marketplaces, thick Microsoft and Intel, the guys who are number one make most of the money. Guys who are number two make a little bit of money, guys who are number three maybe break even. And so I think that some of the other big enterprise whales are gonna come into this space and you're gonna see other competition for that top slot. Yeah, and I also, you're gonna see is you're gonna see who can build the ecosystem and that is the channel and we're gonna hear from Ed Albanese who's at Cloudera, does all the biz dev and what Cloudera will do, in my opinion, is they're gonna continue their lead. I predict that next year, Cloudera will extend their lead as number one. Hadoop ecosystem will grow. I think there's gonna be some movement at number two and three positions, but in this market at one, two, three is what people are fighting for. There's no real prize for fourth place in this race. So a lot of jockeying going on, I think Cloudera is looking at the market and saying you know what, if we just put the pedal to the metal and we've got 40 million in funding and just crank it out, do the direct deals, get the higher deployments, build out the channel and if they can make people money, at the same time, contribute to the open source community at the rate that they're doing, they will continue to blow away the competition. In this case, Hortonworks. Hortonworks is so far behind Cloudera, it's not even funny at this point. Right now, there's a lot of PR, they try to get as close they can on messaging to Cloudera, but clearly Cloudera has a lead and I think that hearing from the Cloudera folks is they're gonna be mindful of that proprietary quote, lock-in that we you talk about, but I think they're smart and I think they're gonna put the pedal to the metal and extend their lead and if they can do that, they will win. And again, it's about making money. Integrators and OEM partners, everyone needs to make cash. John, when does Cloudera really need to start turning a profit in your opinion? Because clearly they're gonna put the pedal to the metal and grow from a mind share and a market share standpoint, but you heard what Gregory said from Edmunds, they're not actually paying them today, but there's value created there. So when, in your opinion, is it two years, three years, five years, does Cloudera actually have to start demonstrating that it can make money at this business? Well, Kirk Dunn who's running sales and marketing for Cloudera is really sharp. He's dynamic, he was on theCUBE yesterday. This guy knows his stuff and he's going to build an execution machine. You've got Mike Olson and Amar Awadallah and Jeff Hammerbacker are strategists. They understand the chess game here in Cloudera and the marketplace, so there's really two elements going on that's important to note. There's a chess game going on around positioning, how to handle open source and build out the strategic elements of the business and then the execution side, you have essentially a blocking and tackling, run like the wind, build out a customer base and so there's an emphasis on positioning in the marketplace. I really don't think profitability at this point is more important as strategic positioning and execution on the sales and marketing side and the strategic side. Clearly. And just as an anecdote, two years ago I was at a Halloween party in my neighborhood and some guy from one of the investment banks was asking me what I thought of Twitter. I said, that company's going to be worth over a billion dollars and he laughed at me and he said, oh Twitter, what are you crazy? Twitter is just nothing at that time, it's 2009. I said, you watch, okay, look what happened. Twitter was the same thing. They focused on accelerating their product. They focused on accelerating their growth and not really focused on profitability. There's really no monetization strategy so their goal was to accelerate their business. Now they're dropping in the monetization so they had enough money in the bank through financing to build that out so Cloudera just got $40 million in financing. Their goal is to ramp up, get the market position, continue to extend that lead. As you said, the big prize is who's in first place two years, three years from now so I think Cloudera's will make enough money. They have funding, they have a ton of cash in the bank and it's really the combination of those two things so I think Cloudera should not focus on profitability because that will slow their growth down. Yeah, so I think that my prediction would be there's a two to three year window there where they have to, as you say, put the pedal to the metal and it may even extend longer. They might have to raise some more capital but I think you're absolutely right. The prize is so large. I mean, let's take a benchmark.