 We're here at theCUBE at SAP Sapphire in Orlando, Florida to wrap up Dave, a great event. Awesome. SiliconANGLE.com theCUBE. I'm John Furrier, founder of SiliconANGLE. Dave Vellante, founder of Wikibon Project, open source, crowd sourcing, analyst work. Basically free content for both of us. But we learned a lot here at theCUBE. theCUBE has been a great project. We're excited about it. It's been a lot of fun. SAP, in my mind, a boring company. Of old, now exciting. And the show is dynamic, transformative, all business. But people really, really enjoyed themselves here. And we dropped theCUBE in with BloggerLounge and it worked again. It was great. They welcomed us in. You know, last week we were talking about how storage is sexy. And what I walk away Sapphire with is SAP is business. It's all about business. It's all about doing deals. I mean, integration with hardware vendors was a big theme here. And also modernization of applications. I mean, these guys are essentially the root system of business. Enabling businesses to do transactions to get stuff done. Journey to the Private Cloud started with EMC and theCUBE here. SAP is business. But what I liked is SAP is new. It's new again. It's like reborn to SAP. Messaging was very tight across the show. We heard that from some of the top analysts out there. And they're announcing some really cool stuff in the product side. So they're really vectoring in on that convergence point that we've been covering at SiliconANGLE that you've been researching on Wikibon, which is mobility, cloud, data. And it's a new equation. It's this equation of innovation and total transformation. And it scales. Not like, hey, I'm a startup. I got five users or a million users. I mean, they're running a big business. So it's been great. And Carlos Santana tonight. Carlos will be great. I've been tweeting, let the children play. So we'll be all playing tonight. So yeah, and to your point, you know, we saw Schnabe and McDermott. I mean, this is a global event, right? They're running simultaneous from Europe and the United States. Really, right on point, on message, we saw Platner showing an application on his iPad, running transactions, monitoring the heartbeat of the business. So yeah, a real, you know, sort of new SAP, really participating in this new ecosystem that we've been talking about. I'm really impressed with the CEOs. I mean, they have this co-CEO arrangement, Jim and Bill, you know, co-CEO. And they never work out, but they're 101 days in the job today. And they're tight. You know, Bill's a sales guy. He's buttoned down on the business. He's a great people person. Jim, very articulate, knows the product cold, and these guys just put on a great show, again, to pull it off with this kind of precision, this kind of show at this kind of scale. I think it was a game statement moment for them. I mean, they put it out there. They rocked and rolled. They let us come in. They were collaborative. It was all around, very impressive. Yeah, and I think that now from a practitioner standpoint, big challenge is how do you get from point A to point B, you know, which is where we want to go, that whole private cloud or hybrid cloud or whatever you want to call it. And I think the answer we got was, it's all about integration. There's value in integration. That's a big part of the VCE Coalition that we heard from EMC and Cisco and VMware today. The partnership message was loud and clear. Yeah, and Oracle, monolithic, vertically integrated, proprietary owned stack. Good products here and there. SAP Open, collaborative coalitions, Vblock, in-memory, side-based acquisition, mobility. So you got two different approaches. And it's going to be very interesting to see how that market reacts to that. Yeah, and again, enabled by virtualization, that's a key piece of it. So you're seeing not only virtualization at the product level, you're now seeing virtual partnerships emerging. The other thing I was very impressed with is that the access to the executives, obviously being a new media blogger that we are and you're in the crowdsourcing research, SAP gave us access to all their executives. I'm actually going to pop up and meet with the top executive heads up the ecosystem. I met with the top guy, handles the app side. I mean, full access. This is not just like, you know, hey, hear the pitch. Full, they answer all direct questions. Been very, very cool, very engaging. SAP, their players, again, they do big business, but they're changing. So I'm psyched for them and I'm psyched for us because, you know, we're on this journey, the journey of theCUBE and SiliconANGLE, Wikibon and the whole blogosphere out there. We're looking for information. We're looking to find the nuggets of value, the share and to consume. What's been great for me in this whole Cube journey is that, you know, normally you go to these events and you meet with executives, right? You have these one-on-one meetings, right? So we had a one-on, you know, thousands, right? We were able to share those interactions with our community, with our audience, with the folks on JustinTV and SiliconANGLE, Wikibon and other places. You know, it's going to, why not? Why not open it up, use social media to let everybody in on, you know, these discussions? I mean, I was getting tweets when we were talking to Tom Peck, CIO, hey, you know, what does he think about the silos, you know, and then we asked him the question about, you know, breaking down the silos. So, you know, real-time interaction with the community, you know, live. It's just unbelievable. The Cube was a real-time show. I mean, we had CIO of Levi Strauss. I mean, big, a big honking customer. I mean, everybody wants them. All these vendors out there with the booths would love to sit down with this guy for 20 minutes, right? And shoot the breeze about, you know, silos and, you know, re-engineering their culture and IT. Very cool. Meeting down with bloggers, you know, sitting down with some of the bloggers in the trenches, the mentors there at SAP to hearing from EMC and Pat Gelsinger, who's a regular on our program now. So, you know, I mean, 32 minutes with Pat Gelsinger, great content. I mean, he would have been cut on the cutting room floor if he was in any studio. Beautiful. Gold. Yeah, the cultural aspects he was talking about, Intel versus EMC, completely different cultures, right? One focused on process, Moore's Law, the other focus on maniacal focus on customers. That was... Where do we go from here? Where do you see SAP, you know, this whole show, EMC World, Sapphire with SAP? What's going to happen next? I mean, what's your crystal ball tell you? Well, I think SAP has put the stake in the ground now. It said, okay, here's how we're going to go forward, right? It's going to be open partnerships, the side-based acquisition. It was, I think, really smart. We talked about this, right? A lot of people were like, oh, well, it paid too much. I mean, it's not about paying too much. I mean, you know, SAP's got the devil. I think we were right on that one again, weren't we? You know, it was both defensive from the standpoint of, they don't want to be too reliant upon Oracle, but it's on the offense because mobile, right, changing the whole nature of the application in-memory database. You asked me where this goes. I think we're going to completely see a re-architecting of the data center, of the application ecosystem, of the way applications are architected. You know, it's for speed, for performance, for agility, time to value, whole new era. And we've asked this question a number of times. What makes the private cloud cloud? Well, it's that whole business model, that speed, that pay-as-you-go, that type of consumption model that I think is coming. Yeah, and I think what's also cool is that, you know, we're at a time now where there are major inflection point of technology. One of those, you know, 15-year magical moments where things completely shift. Wealth is created. Wealth is destroyed. People are going to lose money. Who's going to hold on to their market share? The big vendors, the whales are kind of collaborating together and forming factions and teams. And to me, I think, you know, seeing what it's going to mean for end users and value, right? So at the end of the day, they're all going after the consumers who have iPhones and iPads. So the consumerization of everything, IT, social media, it's a journey. And it's great to see big vendors like SAP have to compete on value because that means they got to do their job and deliver. Cisco, they got to wake up and deliver value. Juniper, got to deliver value. SAP has to deliver value. That only benefits the market. And so they're not going to sit back and rest on their hands. They got to go out and compete. Yeah, and I talked to a lot of CIOs, as you know. And I would say this, that many are still, ah, yeah, cloud, that whole thing, you know, sort of skeptical or cynical. You know, that's okay to be skeptical and skeptical. That's maybe one way to manage risk. We talk about time-packed managing risk. But the fact is that there's a sea change that's being driven by the consumerization of IT. You know, and ultimately, organizations need to embrace this, which I think, you know, the leading edge folks are. And ultimately, everybody, IT will become that new environment that we've been talking about. And, you know, we talked about, you know, the new stuff that they're announcing. But, you know, the other thing that came out of this conference for me that I could share is some key trends, the notion of proof points. I got to show people the proof points, which is ROI and all those other things. And social media. You're seeing, you know, we're doing theCUBE, which is a blast, and we're having a lot of fun. But even SAP took it to another whole another level, spent millions of dollars on video production. So, you know, proof points with real business value outcomes, not just technology, social media, all centered around people. It's a people-centric web we live in now. Yeah, very embracing, right? The embracing of theCUBE, the blogger lounge here. You know, tons I can see right now, tons of people just, you know, blogging away, getting their perspectives out. It's just, it's an amazing time in which we live. We've had a blast here at theCUBE. We've been Cube Casting, SiliconAngle.com's Cube. It's had a blast. We learned a lot, we met a lot of people. We were shooting the breeze, having fun. We're going to wrap it up in Orlando. We're going to take theCUBE back on its journey. We're going to pack theCUBE up. We're going to take it on the road. And we're going to have a mobile cube, a cube on the road. We have an East Coast Cube, a West Coast Cube. We're going to just keep on innovating as much as we can. They have a lot of fun doing it. So thanks everybody out there. Michael, Sean Wright, Mark Risen Hopkins. Great job, guys. Dave Vellante, great job. That's a wrap from Orlando. Good night.