 Live from Santa Clara, California, it's theCUBE, covering Open Networking Summit 2017. Brought to you by the Linux Foundation. Hey, welcome back everybody. Jeff Frick here with theCUBE. We're at the Open Networking Summit 2017, put on by the Linux Foundation. We're excited to have a special guest host for the next two days, Scott Rainovich. Can I say it? He's a founder and principal analyst at Futurium which hasn't really launched. He's launching in a couple of, how many days? Ten days. Ten days, so you heard it first year on theCUBE. We love to launch companies on theCUBE. So, Scott, looking forward to working together. I'm happy to be on theCUBE once again, Jeff. Yes, so last time when you co-hosted on theCUBE, it was here at O&S at Santa Clara, but I think it was 2014? It was at least two years ago, maybe three years ago, I think you're right. Amazing. So what are you looking forward to? You've been covering this space for a long time. A lot of talk about 5G and IoT and software defined finally being here from your seat. What are you looking at? What are you excited about? Well, I'm here to check out the buzz to see if this stuff is actually happening. I think we heard this morning that it has happened. We heard from, you know, Martin Casado, the founder of Masira, one of the SDN pioneers, and he went through the whole evolution of the product, how it's now hit $1 billion of revenue. That's pretty real, right? That's not bad. A billion run rate. Then we heard from AT&T, which is deploying a open software-based network throughout the entire AT&T network, going from 30% software defined last year to 55% is the target this year. That's real, that's happening. We heard from Google, again, one of the pioneers of software defined networking, how they built their entire network on software defined technologies, open source. They continue to layer in new elements of software defined networking and building it out into the WAN, building out these kind of edge data centers. So it's happening across the board, there's no doubt. And then we've got this pesky thing called IoT that's coming down the pipe at a rapid, that's really, you know, I think at Mobile World Congress, as is always the case, a lot of chat about the new handsets and 5G handsets, but really from our perspective, we think it's much more exciting to talk about the IoT impacts as all these connected devices are running around, how do they share data, edge computing, cloud computing, it's pretty interesting times. Absolutely, and what's really interesting, I think I'm focused right now on looking at industrial IoT, how does a car auto manufacturing factory use sensors and devices to plug data into the cloud and then meld that with artificial intelligence if we want to throw in another buzzword, right? Right, machine learning, deep learning, there's no shortage. Exactly, what happens with artificial intelligence working with the internet of things and sensors to automate anything from controlling the temperature in a factory to telling your car where to drive, right? So lots of stuff going on. So any particular announcements over the last couple of days you think we should highlight? Well, this morning's big announcement, AT&T, they announced a white box, live production white box system, I don't know if everybody knows what that means, but basically instead of taking proprietary networking hardware, they used the chips and they used an ODM, an outsourced manufacturer to create their own boxes and load their software, this new open source stuff called ONAP, and that's an interesting development, Jeff, because it means the operator, the network operator has now become their own integrator. They used to go to Ericsson and Cisco and Juniper to help them integrate these technologies. It looks like they're becoming more of the integrator of themselves and they're buying the pieces of what they need and gluing it all together much the way Google built their network. So that's an interesting trend and the fact that they announced today that this white box system is live and production is significant. So we'll have Dave Ward on later today from Cisco, many time CUBE alumni, great guest, but as you look at it kind of from the incumbents point of view, obviously they have a huge installed base, big sales forces, a lot of resources to bear, how are they playing this kind of open source piece of it? How are they leveraging the proprietary stuff they have, distribution and sales, but still kind of being part of the party and not being excluded from all the excitement that's going on. Well, first of all, they absolutely have to focus on software because the hardware is becoming commoditized and you can go buy these merchant silicon chips that are fantastic and go gigabits and you plug them in. So emphasis on software and then they have to make this transition to integrate more open source technologies. But the operators are still going to need partners, right? They're still going to need people to help them. And it's like, I liken it to go when you go to buy a car. Yeah, you drive it off the lot, but you still got all this service and support, right? You got the maintenance program, you got to bring the car back in, you buy a warranty. There's a lot of services that go along with the installation of the hardware and the software. All right, Scott, well, should be a great couple of days. Thanks for coming down from the planes of Montana to join us here at Santa Clara. Or you're in the mountainy part, all right, that's right. Somebody had a lot of talk after the basketball game last night of how Eastern Washington is so different than the West. So I had kind of spoken to my head, I guess. We were kind of going for the Zags and that didn't happen. Well, a little bit too many whistles, I think, on both sides last night. Kind of slowed the whole game down, but that's a whole different conversation. He's Scott Randovich. We're here at ONS 2017 for two days of coverage. You're watching theCUBE. I'm Jeff Frick. We'll be back with our next guest after this short break. Thanks for watching. Great.