 Good morning, everyone. Welcome back to SuperCloud 5. This is day two, the battle for AI supremacy. Lisa Martin here with Savannah Peterson. We are live in Palo Alto. We've got our comrades live on the floor in Las Vegas. We had a great day one yesterday. Lots of great takeaways. And one of them was really just from a thematic perspective, it's all about developer productivity and that AI as an easy button. Talk about some of the things because you had some great interactions with our guests who really kind of expanded upon that. Yes. Thank you, Lisa. So excited to be here with you for day two of SuperCloud 5 and to have our remote team, John Furrier and David Lanty in Las Vegas at AWS re-invent. You know, I got to be honest with you. I kind of think of that Staples marketing campaign. Do you remember when they had that easy button? Yes. Yeah. And sometimes people would have them on their desk, random plug for Staples, I suppose. But every time we have this come up in conversation, I see that button. And yes, it's an oversimplification of the amount of collaborative code that's being pulled together to build the foundation for our AI future. However, that is truly what this collaboration represents for folks who may not know how to write code for machine learning or a single line of code at all. If we can have creators and contributors to projects in the future that don't have to have the robust technical expertise that it's taken in the past and builders don't have to write that code from scratch, that creates an entirely different creator ecosystem. I think about it as a sandbox that we'll all be in, but instead of having to start and build the castle from scratch, we'll all have really cool molds and tools and things that help you get that foundation started and then add your little magic. I love that. That's a great analogy. Thank you. I just came up with that. Maybe a side effect of living out on the beach. You know, we're always here for the fun metaphors, but I think it's awesome. Balaji talked about it a lot. Red Hat's really into developer productivity. They're working with so many different partners to try and create the best offering for their customers. And I know that's something that you're really hot on that's definitely a big theme of the show as well is that collaboration. Absolutely. What have you been hearing, Lisa? No, I think the collaboration was a theme. We also heard the CEO of MongoDB who was with John yesterday in Las Vegas talking about really kind of the ethos of MongoDB is to ease developer productivity to make them faster so they can deliver products faster. But the collaboration fund is something that I always love because, you know, we're here talking about the battle for AI supremacy, but collaboration, I'm sure we're gonna hear more about it today. We heard a lot about it yesterday. It's all about vendors and organizations and customers and partners working together to meet the customer where they are driven by what they want and what they want is choice. It is what they want is choice. And you know, you mentioned a lot of the players there from startups to customers to hardware and software all coming together, enterprise as well as different size and scope. It's also governments. We saw just a few days ago that it looks like there were 18 countries just signed the first agreement about AI, but a big conversation about standardization, regulation and figuring out where we're driving. In that regard, big hot debate, doomers versus the very bullish folk on the AI. Evolution actually curious what your hot take is, but I do think this is interesting. I mean, this is the first time multiple nations around the world have actually inked a document. Granted, it appears to just be general guidelines at this point for monitoring abuse, protecting data and vetting suppliers. However, these are the types of steps that I think we're gonna see a lot more of. And in the same way that companies of all different size and scope don't wanna get left behind right now, I think the same thing is a geopolitical issue when it comes to different nations not wanting to get behind and also make sure that they're a part of the decision-making table when it comes to architecting, perhaps pun intended, architecting this potential future. Are there any collaborations speaking of that get you personally excited? Oh gosh, so many. One of the things that I love about working with the big vendors and the small vendors is really hearing what customers are demanding and seeing the evolution of technologies and companies based on them not being in a vacuum developing 100% products that they think, oh, this is great, this is the best thing that's gonna work the way we wanted to. Not necessarily. Listening to your customers I think that's the collaboration that I love when all the clients that I have that I talk to all the folks on theCUBE that we talk to that's a running theme. And if you're not doing that we know AWS is very much about putting the customer first and working backwards from there. We also know all of the startup showcases that we've done AWS's ecosystem has the same mentality, the same ethos. And I think it's the absolute right one to have is ensuring that the voice of the customer whether it's good or bad or indifferent is driving the direction that you're going in because that's who's gonna win this battle for AI supremacy is those vendors who are listening to their customers putting them in the driver's seat and letting them take the technology in the right direction. Yeah, I think community and voice of customer to things you and I both love, Lisa I think you bring up a really good point. Something to kind of build on that that's had me thinking this morning is I was doing some research on Jonathan Ross who's gonna be our next guest here on the show CEO and co-founder of GROC. He said recently in an interview that it's not just about solving the problems that people have today like customers have today it's actually about solving the unsolved problem. And answering questions that people don't yet have and getting ahead of that. I think that there's something to be said for also as much as listening, anticipating and willing to place some bets because that's a great point. The velocity of innovation right now as we all talk about is much faster than we've ever seen compute power orders of magnitude faster than it's been historically. So therefore, yes those customers are so vital to listen to and at the same time it's that fofu we were talking about yesterday that fear of fudging up and worrying about, geez, well not only do we need to make sure we're taking those big orders from big customers we need to be anticipating where the market's gonna be in just six to 12 months because it could be an entirely different arena. 12 months ago last re-invent, we didn't even have chat GPT. Here we are super cloud five talking about it, generative AI, definitely the conversation. You mentioned actually speaking of, you mentioned you asked your eight ball. I did, I asked my magic eight ball last night. Magic eight ball, I was very serious with this. Is generative AI going to be a big change on show? I appreciate that you are very serious about your art. It's not a toy, it's not a toy. It's a tool. I love it, I love it. And I shook it lovingly as I do. And I said, is generative AI gonna be featured on the show today? And it wrote back with certainty. There was no reply hazy, ask again later, not sure, with certainty. And I went, that's why this tool is so powerful. It's right. It is right. And I'm curious how, and it probably was as fast as Grox AI when you used it. You know, I cannot wait to see Grox AI. I have heard nothing but amazing things from you because you've got a sneak peek of it. I did, I'm just wow, in Denver. In Denver. And so you're not going to want to miss our first cast in studio, it's coming up next. Grox, the CEO that Savannah spoke with at Supercomputing just a couple weeks ago. This demo is going to blow your minds. There's going to be amazing words that come to mind, but I cannot wait to see it. And Savannah has something special planned. So you're definitely going to want to watch this. What are you excited about to hear from Grox? It's going to be a cube first in terms of the surprise. We've certainly never quite had this level of experience, but you know me always trying to bring a little spice and a little silly to our wonderfully sophisticated conversations about technology. I'm really excited because Jonathan and Grox represent Challenger brands in the AI space. There are a lot of enterprise household names that we're all familiar with that have been leaders in enterprise tech for decades. I think, and a lot of folks that we've spoken to that are smarter than I am on the show recently also agree that there's going to be some new players in the space. And I believe that Grox is one of those players. I'm excited for Jonathan to tell us and actually show us a bit more about how they're going to be one of those core players. And I'm also excited to talk about the details of things. When we think about something being cheaper or something being faster, we think about it as almost a linear axis. We've got to either reduce cost in the bomb or we've got to find a way to compute at the same time in different locations or whatever that is. But we seldom think about that as a complete architecture. It's very rare that we can affect three different axes of cost at the same time. And that's exactly what Grox's doing. So I'm very excited to really get into the nerdy layers of inference and understand how their manufacturing here on our soil is going to position them in a way that's both competitive from a compute perspective and almost undeniably a strong player against some of the largest at scale companies but also puts them in a really strong supply chain position by fabbing and creating those chips here on American soil. I love that. And I love that you bring up there a Challenger brand. Those are always, I think, exciting to talk to because you get the people that are- Low key kind of my favorite. I know. They're authentic, they're genuine, they're working hard. And they probably have the right balance as we were talking about earlier in terms of listening to customers and also being able to forecast and anticipate where things are going. What are the questions we're going to have? You brought up a great point that at Reinvent last year, AI was obviously part of the conversation but when ChatGPT was launched, like during that same week, I believe, and it accelerated everything in the last year, nobody wants to get left behind but there's so much that we don't know yet. And so being able to balance the- Oh yeah, still very blue sky. Demands, this is what we want right now with anticipating where things are going and what kind of questions we might have in the near-term future is, I think, where those challengers can really accelerate. Yeah, absolutely. And I mean, if we want to, building on that, we look at November 30th, 2022. OpenAI announces ChatGPT. Everyone knows OpenAI is actually a nonprofit company. They've branched off to have a for-profit arm. They actually capped profit arm, as they call it, a capped profit company. One year ago, almost exactly to the day, actually one year ago, exactly 365 days ago, this company would have had no visible valuation to most of us. I'm sure they were valued to some degree to their board and investors. Their valuation now today is sitting between 80 and 86 billion dollars. Now I'm curious, Lisa, do you know any other not-for-profits valued at 86 billion dollars? Surely I can't think of one. Yeah. You know, me neither. And I think it's really remarkable. It goes to show you what's possible so quickly now. The notion of any company, whether they be not-for-profit or for-profit, going from essentially zero to 86 billion in a 12 month span is warp speed. And speed is definitely gonna be a theme of the show today. I am so excited to see some very speedy things. I can't wait to hear from John and Dave down in Las Vegas, working hard and talking to folks there at the show floor at AWS re-invent. And I'm really curious to get some advice from some of our guests. One of the last things I'll bring up today, as I'm excited to chat with Jonathan a bit about his advice for other founders. Because we are in this career conversation and Balaji was saying yesterday, we're optimizing developer productivity. We're also creating compute that can do things so much faster and more efficiently, hopefully building an AI for sustainable world, essentially. But beyond that, there's gonna be new players in the game and not just new tech entrepreneurs and traditional folks that way. But like we talked about at supercomputing, we're gonna be able to let researchers research. And the AI engine behind that will do the heavy lift on the mathematical side. Then we're gonna be able to let artists create, perhaps. And then the AI is gonna help them fabricate their textile or whatever that might be. And we're gonna let doctors heal and the AI will help them with predictive medicine or being able to not just detect but prevent bad things from happening, both from a fraud perspective and everything else. And so I'm curious to see what our guests have to say about that. I also wanna just tie it back to something very insightful you said a moment ago when you were talking about the players at the front. You were talking about the customers, you and I both love that dialogue a lot. You mentioned that there's some different people pushing at the front door right now. And when we think about bleeding edge technology and the applications thereof, we often think of science, we think of software, we think of fintech and things like that. We're seeing banks, big banks coming to the customers that we're talking about. We're seeing very traditional institutions, governments, folks wanting to enhance their security as well as their, again, going back to that prevention, not just detection, that can save companies billions of dollars and also keep their customers' privacy safe. So I think it's gonna be absolutely fascinating. What do you think we won't hear much about today on the show that's been a theme of the four super clouds that we've had previously? You know, I think one of the things that I appreciate about theCUBE and the super cloud franchise, if you will, and those folks that we work with in tech on a daily basis, whether they're the big vendors or the challenger vendors, is really, we get to hear all of the positive outcomes. You mentioned some banking companies that are becoming technology companies that do banking with smart fraud detection, really fintech driven by technology to meet the consumers and the enterprise demands. But we get to hear the positive stories about healthcare, what it's allowing to your point, letting physicians heal, letting artists create. And so I think there's, I think I was telling you about this yesterday. I feel in tech, we have kind of a sense of obligation to help, even on the consumer side, help them understand that it's not just all the fear factor that you hear in the mainstream media. It's all it is. All of my friends are terrified every time they see a post where I'm talking about AI. I'm like, we can talk about ethics in AI. We can talk about healthcare in AI. We can talk about so many applications. Did you check the weather today? Yes, I did. Because that's AI. It is. So. It was raining. Yeah. I suppose if you walked outside in the Bay Area, yes, you got a little bit of a sprinkle and that was about the forecast. But I do, I mean, folks are afraid of the Skynet version of the hype here. And I think what it really is, is fear of the unknown and fear of losing control. Yes. The reality is empathy could be one of the outcomes that comes from AI. We learn more about other people in other places and other cultures than without having to leave our chair, for example, through our laptop or whatever that, or VR headset, for example. We can create that cross-cultural understanding that traditionally only happens when you go visit a place, for example. Or when you have a conversation with someone who has an alternative perspective. So I think, granted, we're a bit biased. We get to talk to some of the coolest people about one of the hottest topics of 2023 with some consistency. But like you, I think I'm optimistic. And I think it's just gonna be a continuation of a wonderful dialogue that we've continued to have. You know, it is, but it's also, I think, something that's important about what you just said and what we're talking about right now, the security front and having confidence in AI. I would love to be able to understand from Brock's perspective. You know, we talk about hallucinations. I was on thecube.ai.com yesterday, and this was funny, you and I were live yesterday. And I was sharing what thecube.ai, thecubeai.com's definition of super cloud was. And I searched within minutes. What does Lisa Martin think of super cloud? And there it popped up, what I had just said. I was, it was impressive. I witnessed it myself. It was fast. It was impressive. And thecubeai.com did not pay us to say that. They did not. So if you haven't been checking out, this is out of beta, thecubeai.com, check it out. This is based on 10 years of historical information from IT decision makers, leaders. It learns from our interviews. Absolutely. Which is fantastic. And also what I love, you put it in this out yesterday. It actually, well, if I, when I typed in, what does Lisa Martin think of super cloud? Or I could do the same thing with Savannah, or John, or Dave, or anybody guessed. It pops up clips, relevant clips that are where you're actually talking about that. So you get the video content, you get the written content, and it's receipts. It is. It's receipts for all of the fantastic thought leadership that we have on the show. All of the brilliant insights from co-hosts like you. And it's gonna continue to populate all day while we have our fabulous guests both here in the studio and Palo Alto. It is. I can't wait. I'm gonna be playing around with it on our breaks. We're excited for you guys to see and spend the day with us for super compute. Super cloud, sorry. Speaking of super compute, we were just there. We're to blame. We're to blame for that, Lisa. Yeah, SC, SC, SC. And we're gonna have a great lineup of guests where we'll be talking with AWS experts, continuing to talk with customers, and vendors, and partners. But up next, the CEO of GROC, Jonathan Ross is here. You are not gonna wanna miss seeing GROC AI in action and a special something from our Savvy Sav. We'll see you in a minute.