 Okay, we're back, SiliconANGLE.TV Productions, SiliconANGLE.com's got all the coverage and tech, come there, watch and get all the stories, the most important stories, most important trends, and what's going to happen in the future. But we are here inside theCUBE live in New York City, where Hadoop World 2011 is just exploding in capacity, sold out the fire marshals downstairs, watching Cloudera like a hawk because, you know, their overcapacity, the demand is outrageous, Hadoop has grown up from open source to main, purely mainstream venture capitalist announcing a hundred million dollar fund about big data applications. Mike Olson, CEO of Cloudera, talked about this new generational opportunity, applications changing society and Cloudera as the company leading the charge. And it's just amazing, amazing new, new opportunity. We're here with Kirk Dunn, the COO of Cloudera. I'm here with my co-host Dave Vellante. Kirk, welcome to theCUBE. Thank you. Happy to be here. So first of all, how do you feel? I mean, you're new to Cloudera. The folks who don't know might not know. You came from Cloudera this year, building out the entire presence for bringing the solution from, Mike said, speeds and feeds, it's growing stores, to actually going out and deploying. So you got to feel pretty good that you made a good choice to join Cloudera, right? I mean, what made you want to come work at Cloudera and just a little backdrop then we'll jump into the conversation. Yeah, so it's interesting. I think there's been a couple trends over the last five or 10 years in two main areas, one in storage. More and more people are keeping more and more data every year, and that's kind of obvious. We know that's continuing to grow. The other thing is you've seen a lot of innovation in relational database technology, enterprise data warehousing technology over the years. Faster databases, calmer databases, streaming databases, parallelization of databases. And it's this notion that we need to take all the raw data that we're possessing in our storage systems and expand our ability to prosecute it. So it is really kind of a very natural next step to have Hadoop be a complementary element to exactly that problem. The numbers are off the charts. We heard eBay this morning talking about nine petabytes of information under management, and I said, wow, that's between it. That's big. That is big. And then J.P. Morgan Chase came up on stage and talked about 50 petabytes. That's mind boggling. Yeah. What are you seeing in the customer base? I mean, it's just amazing growth year after year after year. I mean, what's happening? Well, it's phenomenal. I mean, if you look at, I mean, the indication of like Hadoop world one was 400. Last year was 800. This year was 1450 with 250 people waiting to get in. And I think that's also the trend we see in the market. A good indicator was in the mid 2000s, right around 2006, the average Fortune 500 ran about 350 terabytes of data total in their entire infrastructure. We have a customer, a mobile service provider that is generating 350 terabytes of log data every single day. So six years later, the same amount of information that an average Fortune 500 had in their entire infrastructure is being generated every single day and doubling every nine months. And it has to do with smart phones and application downloads and all those kinds of things. So the machine generated data of today is just going to continue and expand. And the issue like anything is if you have access to that data, you're going to want to prosecute it because it'll make you smarter about your products, your customers and your markets. Last year when we were here was our first cube, was the second Hadoop world and we were sharing space with Cloudera. And so I got firsthand view of the geeks and all the PhDs working on the code. But we coined the term big data revolution and we were kind of pumping that up. But we felt the energy and we were drinking the Kool-Aid. So last year we talked about the proof of concepts of how EMC was coming into the market. At that point, Green Plum was just, you know, it's just Green Plum, not the EMC approach. And the conversation was about proof of concepts. So kind of you started to see that first wave of, you know, real business, not just the web companies coming in. So take us through what's happening now. So that happened. And we're hearing people, other vendors in the marketplace saying, oh, Cloudera's a leader, yes. But, you know, proof of concepts are small. And so there's been conversations like that. So share with us, a lot's happened. What's going on with the things that you're seeing in the field around legitimate size of deployments. You guys have a lot of reference accounts that we know you can't talk about. So there's some stuff on the website. But you guys have a lot of the big deals. So talk about that. Well, it's interesting. I mean, we like to focus on the customers that we call our data-driven enterprises. And so those are the folks that, you know, data is their business. So it's not necessarily the largest companies. It's those companies where they make decisions every day based on data. So if you go back, you know, a couple of years ago when CDH, which is Cloudera's distribution for Hadoop, which is a 100% Apache-based, basically it's a software integration to make Hadoop more consumable and easy to use. What that did is it set off a chain of events where you could easily start to use Hadoop. So when you talk about a proof of concept, migrating to real deployments and where we are today, we're going into environments getting real deployments to occur for people that have been using CDH for more than nine months. So by the time they come to Cloudera, they've already run that proof of concept themselves and they're saying, we're now ready to deploy. Good example, we had a media company that, a senior executive in their IT organization, kind of looked through his organization and he saw that he had four 20 to 40 nodes CDH clusters running in his organization, all independently, figured it all out, came to us and said, you know what, I want one 200 node cluster. Because again, Hadoop is about aggregating the data, not segmenting the data, not like RDBMS environments where you actually have stove pipes of data. It's put it all in one container and run your analysis against the whole thing. So those are exactly what we're seeing and you're right, the deployments are quite large. So I interviewed last month, SAP's president of North America and we were talking about analytics. SAP is just totally on analytics, on up. And they got a great vision there and they're really doing well. And I said to him, I said, you know, you're in sales, you know, you got out in the field and you're marketing to these big customers who have real businesses that they're running. I go, what do you say to the ROI skeptics? There's always the guys out there, hey, you know, where's the ROI? And he said, quote, you know, some, you know, what we're seeing in the marketplace today is that sometimes you don't even have that conversation because the benefits are so great, it's just a no brainer. So can you share with us some use cases where you said, you know, it's not even an ROI discussion, the benefits are so obvious. So ridiculous. I mean, it really is. I mean, I called the intelligence test. So you asked me, how do I feel about being here? I passed the intelligence test, right? I figured it out. Congratulations. Yeah, thank you. By the way, the bar on that is pretty low. I have to tell you, if you don't get Hadoop now, you don't get it. Go check into a mental institution. So there's a couple of points I would make about that. One, we have a large retail customer, which we can't talk about for obvious reasons. And their regular analytic window is about three years. Because of the volume and velocity of data coming at them now, they had to shrink it to 18 months so that they could prosecute the information and provide information back to their stores and their supply chain and their inventory control systems and whatnot. They came to us, they said, for no other reason than expanding our window back to three years so that we have broader visibility of our business, we want to deploy Hadoop. So all the other kind of analytical things we could do with them, it's simply just to expand the window because of the amount of data they're prosecuting. So that's number one. One of the other ones is there's a customer, it's a merchant credit customer. And you can imagine you walk into their environment, they have thousands of merchants and they have tens and thousands of columns. So you can imagine a schema-based world where they're prosecuting data in a database environment. They're using 10% of their available data. So we go in and we say, all right, so your merchants aren't going to change much year over year. You're going to have some more merchants, more organic that you'll grow. But your data columns, the things you're analyzing those merchants against, how about instead of 10,000, how about 100,000, how about a million? And how about instead of analyzing 10% of the data, how about analyzing 100% of the data? And when you say that, their mind just explodes because nowhere before they've been able to prosecute that level of data completely. And this is really what deploying Hadoop allows you to do. It's the challenge for you guys, obviously you got 40 million dollars in new funding, congratulations. That's going to be some great funding for you to expand and you've been expanding in your team, solution architects, and you go out there. I mean, you're out there evangelizing, but you're also kind of educating and kind of feeding everyone kind of the Kool-Aid, if you will. What is that requirement? How are you guys going to scale it up? Because there's a lot of belly to belly, as Dave says, sales that needs to go out and do the work. How are you guys going to scale out the solutions team? And how do you bring that to market? Is it channel play? Is it, we saw the SGI news? What's the, how are you going to spend that money? And what's the point? So it's a great question. So the two areas we're going to spend it is, obviously the Hadoop ecosystem is expanding. And so technical development, both on the open source side that we will contribute back to the Apache Hadoop Foundation projects, as well as our proprietary offerings that we will continue to build, we'll expand that team dramatically. We've got a lot of relationships with companies like MicroStrategy, Informatica, NetApp, et cetera. And we will continue to invest technical resources in developing those solution sets as well. The other area is, and I can tell you three or four months ago, we were thinking about expanding to Europe and to Asia, kind of wondering, you know, gee, should we do that? We would flow to training class out there because Cloudera's trained thousands of people. If you want to get trained on Hadoop, you come to Cloudera. And literally the classes would be filled up in about four or five days. So we realized that there is a huge demand for education out there, as well as to expand the sales opportunities out in that market. And so we're going to do that. We're going to continue to do that as well. I got to ask the marketing question, John. So, you know, like John said, you got this new more chest. You guys have not taken off the gloves in your marketing. I want to know sort of what the philosophy is. We were at EMC World in May. EMC basically shot across the bow. And we were there, the only ones talking about it. You guys were cool about it. And now Morton Works comes out, tries to claim they're more open. And you know, other than a few blog posts going back and forth, you really haven't, you know, put out the big guns in marketing. Is that on purpose? Is that your philosophy? What are your thoughts on that? Talk about that a little bit. We don't need to. In every single category across the categories, we're number one. And so that's point number one. Point number two would be, this isn't about getting a big piece of a small pie. This is about making the pie bigger. So the fact that other vendors are going to come into the market, have solutions that are going to maybe compete, maybe not compete, we'll compete every day with anybody that wants to. But we actually think that the market is a big, big opportunity. And there will be many multi-billion dollar companies made deploying Hadoop and Hadoop related solutions. We were talking at dinner last night about Cloud Era, you know, at the Carnegie Deli radio. Great spot. And you know, we were really talking about you guys being number one. And we're talking about Morton Works and everyone else that's throwing grenades at you guys trying to slow you down. Sure. Which seems to be the tactic. Sure. And Mark Hopkins, our editor at SiliconANGLE, was talking, he brought up Google. And we talked about like this interesting metaphor. Cloud Era's the Google of Hadoop in the sense that Google's strategy as a number one search provider wasn't to increase their share. They were already number one. They had to grow the people on the internet. So their whole strategy was to grow this. That's what you're saying. That's exactly it. So why even look back in the mirror, just continue to expand your lead. So that's what you're saying is your strategy. Matter of fact, if you look at what we've done, we started the business, you know, with the original founders helping data-driven enterprises deploy Hadoop three years ago. We built a training organization to make people smart. It's the old feed a man of fish or teach a man to fish. So we are making people smart on Hadoop. We built CDH as an easy way to consume and deploy Hadoop. And we're also built an ecosystem of partnerships, you know, that is continuing to expand to make that whole thing bigger. So you're right. We're not worried about, you know, our position in the market. What we're worried about and focused on is expanding the opportunities for people, enterprises to use and deploy, and profit from their data. And that is a key thing. They've got it, it's in there. Matter of fact, through the announcement with NetApp, one of the key messages there is NetApp for the last 15 years has stored, you know, exabytes of data for very large data-driven companies. How about now they go back and prosecute that data that they never were able to get at before? How about they now are able to prosecute new workloads that are coming up machine-generated kinds of activities? I mean, it just completely turns the whole data analysis market on its head. The Google of, and that's a good strategy, by the way. I think it's the right one. But you got to admit, I mean, Cloudera was untouched for years, right? So, but there is more competition. So how does that affect you guys? I mean, keeps you on your toes, I mean. Well, it's a great question. What do you and Mike talk about in the conference rooms when you have these conversations? Well, listen, I mean, you know, validating a market is important. And listen, there's some large companies that are saying this is an important market. They're going to participate in it, and we respect that. And we take nothing for granted. Listen, this company has worked very hard three years getting to this position. We understand that there's people that are aiming for our position. We have no intention of letting up at all. Matter of fact, we expect we're going to, with this funding and with our strategic partnerships, we expect to extend the poll position in this coming year going forward. So just to give you guys a quick plug here on theCUBE, we're watching SiliconANGLE.tv's productions of theCUBE, our flagship telecast. We go out to the top events, talk to the smartest people we can find, extract the signal from the noise, and share the top stories, top trends, and kind of predict the future. Before we start predicting the future, just give a little plug about, you guys are obviously hiring like crazy. What is the kind of people you're looking for, Cloud Air? And also you mentioned you want to go out and continue to lead. It's a lot of different theaters in your business. You've got the open source community. You have to go out and solution architects and on the sales side and marketing side. So we'll just give a quick plug on that. So that's a great question. As a matter of fact, one of the things we talk about, and this is my personal definition of a disruptive technology, is when you actually can't hire the person. You actually have to make them. So if you can go out and hire the people, then that means that there's a technologist out there and you're just extending that. The fact of the matter is- Like relational database. Like relational databases, like anything like that. Exactly. If you can go hire that person, then it is not disruptive. The definition is that we are both training the industry, so that's where we're at a unique position where we're not only training other people to be able to use a dupe, we're bringing people in that come out of the storage business. They come out of relational database. They come from different areas of software and we're blending their skills with the ability to know and to know how to deploy and build Hadoop. And that's a unique professional that you can't hire. Matter of fact, go look at any of the job sites where the Hadoop engineers or Hadoop salespeople or Hadoop systems engineers are out there. It's a hot spot. So how does that affect kind of what you sell? Can you talk about what you're selling today, where you're generating business today and how that will likely change over time as you're able to invent those roles? Yeah, no, it's a good one. So as I talked a little bit about the early days was about building a consulting practice and training and then CDH was your ability to deploy and consume Hadoop. What became very clear and why we deployed Cloudera Enterprise was once you have a 20 node cluster and you're running it and you want to run into production, you need the management interfaces to be able to understand what's going on in that cluster, what jobs are being run, how the resources are being allocated. The best analogy is Cloudera Enterprise is to CDH what vCenter, VMware is to the virtual server. So one of the key holy grails to virtualization certainly was a virtual server, a fabulous invention by Dan Green and her company in the early days but what became really critical as you deployed virtualization more broadly, how do you manage it? How do you manage hundreds or thousands of these virtual machines running in your infrastructure? Hadoop is the same thing. A 20 node cluster goes to a 200 node cluster probably in six months. Because again, it's the law of statistics, the bigger the sample size, the better the result. Once that occurs, you've got to be able to manage it. You have to know how to resource allocate that cluster and how to run it. So that's where we see our opportunity is in that whole evolution towards using more and more of Cloudera Enterprise features. And that's a subscription model, is that right? It's a subscription model. So with that you get the proprietary Cloudera bits that run on top of CDH as well as a eight to five or 24 by seven support model. One of the things that's always talked about in the tech business, you're a veteran, you've seen many business cycles is the ecosystem. It's almost becoming cliche, but it's really important for new opportunities that are disruptive. You guys obviously build an ecosystem, Mike showed that chart on the keynote. For an ecosystem, there are some critical successes factors you got to kind of nail. One, you got to make people money. So, and then also in some of the businesses either distribution or support, what are your key success factors for an ecosystem to be successful? So vis-a-vis what's coming in with competitive approaches, et cetera. So the way we look at it, it's about you and we say it's about you, it's about the customer. And so to the degree that we with partnerships on this ecosystem can allow our customers to not just prosecute 10% of their data, but 50 or 100% of their data. So they get greater insight. They can learn more about their customers and markets and generate profit from that. That's what it's about. And so we're very focused on that. You look at the complimentary nature of Hadoop with traditional relational database environments. One of the things that's fascinating is the more we deploy and the more our customers deploy Hadoop, they're finding new workloads that were never possible. So they're getting insight on their business and their customers that yesterday before they used it, they couldn't get. So on the go-to-market side specifically, you have just announced a deal with SGI, we covered that, it's kind of a channel, tier one kind of being built out. But there's other demand about tier two and tier three kind of distributors. Distributors are integrators and there's a whole thing there. And they also got the direct sales. What's that mix going to look like and how does that affect support? Actually the most recent announcement was yesterday we announced a strategic partnership with Network Appliance, NetApp. We have Jeff Smith who's going to probably come on right after you, please squeeze him in. Yeah, yeah, yeah. So Jeff O'Neill actually, there he is right there. So anyway, that's a significant relationship with us and our model is it's really important in the early days that we drive our message into the market. But what's important is we drive it into the market with significant partnerships like NetApp and others. And so you will continue to see us work hand in glove with those relationships because again the solution set when you start talking about a data-driven enterprise's data whether it's JPMorgan's or eBay's there's no one vendor that dominates that. Matter of fact it's a collective that makes it work. And so we realize that there's nothing new here. We got to work together and so we were very, very focused on those, those interactions. We had Tom George and CEO of NetApp on the queue but VMworth he's been on a couple of times and we asked him what's your secret sauce how do you continue to do so well and outpace the balance of the industry. And one of the things he pointed to was their channel. 75% of the NetApp business goes through the channel. That's right. And that brings me back. I love to talk about competition. So we were at Strata recently, one of your competitors who I won't name, actually I won't name him. It was somebody at Green Plum said, you know we between our raise and the revenue that we generated we created $200 million of revenue and Cladera's raised 30 they're never going to be able to fund this thing. And I thought about that for a while. Let me think about that. The ecosystem is the difference, isn't it? Yeah, it is. And so you're leveraging companies like NetApp to really gain that advantage. Well, and by the way, I mean we're happy that other companies are raising the awareness. And like you talked about earlier about competing, great. Start a game, we'll compete. Come on, you guys must be like, come on, bring it on. That's exactly it, right? I mean, you raise the opportunity I guarantee you we're going to get a call and we'll get the call they'll raise the opportunity, we'll get a call and when we compete, we generally Well, you have product to sell. We have product, we've got product, yeah. And we've got the most demanding customers and you listen with a company like Green Plum I mean Hadoop is not their heritage. Enterprise data warehousing is their heritage. Nothing wrong with that. Matter of fact, we worked very well with those solutions. We actually Hadoop complements those solutions. Yeah, we haven't heard the term Hadoop washing yet but it's getting there. I think next year at theCUBE we'll hear Hadoop washing. You slap on Hadoop to everything. My question for you is two things. My final question is two points. Every company has one thing in their DNA that they do really, really well. Could be we ship code on time or we make a great product. What's the one thing that you can say Cloudera is just elite at? And two, what do you see for next year? So the one thing, and you're going to see a trend in this and I will, it's a, Mike talked about it in his keynote, which is the data science. And so is it really about the container? Is it really about the DBA? Is it really about structured or unstructured data? Is it schemas or schemalists? No, it's about the science behind the data. And we have more people in our building that understand the value and how to extract value out of enterprise data. So it really is about that. Now, how you apply Hadoop to that, that's the next step. But you really have to understand the problem you're trying to solve, which is you have a customer that's got retail data and they've got Twitter feeds and how do you blend all that to make sense of them? That's a signal to noise issue. So you're going to start to see in the coming years, data scientists reporting directly to CEOs of large Fortune 500 companies. Because really it is about how do they prosecute the amount and volume of information coming into them. And that's the one area where Cloudera's second to nine. So we, you know, everyone knows the term cloudwashing, which is you still have cloud on an old product and it's called cloudwashing. We are keeping an eye out at Silicon Valley, Wikibon for Hadoop washing, where people just slap on Hadoop. Well, I think that's it. So what should we look for? I mean, tell us in your words, and that we just were joined by Jeff O'Neill from NetApp, we'll get to him in a second. But like, what should we look for? What is cloud, hey, that's cloudwashing. What is cloud, I mean Hadoop washing. I think what you should look for is the distinction of the workloads that are being run in Hadoop, okay? So, you know, some folks would say, well, it's not relational database technology. You know what? It's not intended to take over those workloads. It's intended to compliment them. So the issue is, you know, like recommendation engines or those kinds of applications are going to become more and more prevalent across the board. And so I think you're going to see net new workloads that are going to get much more mainstream than you've seen today, right? And so that's the area where I would keep my. You know, John, I think it's going to be, I actually, you always bring this stuff up. It's great. The Hadoop washing, I think it's going to be hard to Hadoop wash because like in NetApp today, packages, CDH in with the product, I mean you're going to find the workload. But big data washing is going to happen. It already is happening. Well, the thing is, well, Hadoop, well, big data wash, that's like web 2.0. It's a nice term. But it's easier to big data wash as well. No, but I mean like, there's some technical questions. Like, you know, Mike showed Hadoop core and he showed like the evolution of all the different new elements, high, pig, et cetera, oozy, and then you got out now out there. So all cool new codes coming in. So what is Hadoop? I mean, Hadoop is now becoming a little bit more global. Well, that's the point though. I mean, the workloads that I'm talking about is what I would call taking Hadoop from a technology discussion to an applied discussion. So how is Hadoop being applied in a retail bank, in a retail store, in an oil and gas company, in a media company, in an internet gaming company? How is actually it being applied and what are the workloads that are transferable across industries? And those are the things you're going to see that Hadoop applied going forward. So we kept a good slot of time for you at 30 minutes. When we have a 15 minute segment, we wanted to get some partners in and Jeff O'Neill's with NetApp, who your team has been on theCUBE. Welcome to theCUBE. We're sliding right in. Thanks, Mark, for that. We've had Tom Georgins on. We've had you guys on a lot. So talk about your announcement with you guys. What did you guys talk about today? Hey, Greg, good to see you. Good to see you. Yeah, Jeff. So we actually had two big announcements. The first is that we are going to market with Cloudera and putting the Cloudera distribution into, with a reseller agreement, into the second piece of this is an open solution for Hadoop. So it's a NetApp open solution for Hadoop, is what we call it. And there's a few key elements to that, right? So the very first thing that is, that is completely open, is completely consistent with the Apache Foundation approach. We have maintained a lot of freedom. You can choose your database. You can choose your servers. But we're taking a look at the storage component of that and approaching it in a new way. There's lots of room for innovation in this ecosystem right now. And we've brought a, take a look at it, maintaining all the things that are true about Hadoop. So the shared nothing infrastructure and bringing something new to the storage component. So just to be clear, so you're packaging CDH. Yes, we are. Or Cloudera Enterprise. Or Cloudera Enterprise. Or both. Well CDH is our software integration of Apache Hadoop code, which you can download for free. So it's the management console on top of that. And what NetApp is selling is Cloudera Enterprise, which is the management suite as well. And the subscription is bundled into that. That's correct, okay, got it. And so you are deploying what I would call an appliance. I don't know if I can use that term. You didn't use it in your press release, but it's everything I need to plug in and get ready. And I can drop that in and put a Hadoop instance up, stand it up and running. Is that true or not? I'm just going to parse that just a little bit finally because it's important. So for us to think of it as an appliance, it would also include the server and the network component. We have a reference architecture for that. We can tell you what to do, but it does not include that. Okay, so it doesn't include the servers. You can go out and your resellers can pick the servers and they're going to do some integration. Lots of customers have. They're happy, they've got some value to add there. Yeah, exactly. Okay, now. Everybody gets a piece of pie. But you know, you were at VMware, right? No, I wasn't at VMware, but I was at VMware. Oh, that's right. I had all of this was there. But you know, every dollar spent on VMware licenses, what, a 15 or 17, it's kind of the ecosystem. Well, that was quite earlier, right? That's a key message, right? That's how does everybody make money. Exactly, so. Now, I got to ask you about the open. So I think you answered part of that, right? You said that it's basically, you can use whatever databases you want. So it's an interesting choice of terminology in the naming of the product, right? Now. What's open? What is open? You're not, obviously Apache is the open piece, you're not like open sourcing on tap or anything. Are you open? No, no, no. It's open in the term that it is. I'm just looking for the big news here. No, we're avoiding going any proprietary way. We're, like Cloudera, we stay close to the Apache Foundation approach. So we're enabling the ecosystem. We're providing what we do well. Your ecosystem with the Cloudera code on your solution. Yeah, right. That's basically what it is. And you're selling Cloudera to your customers. So you've got all of the NetApp sales force through our, as well as through our channels. And is it on tap underneath or is it in genio? There's a small piece of on tap and there's also in genio. So two pieces. There's a name note issue of a single point of failure that's well understood in the marketplace and on tap is the way to solve that with an NFS hookup. So the Colombo question, okay, go ahead, sorry. The other half of it, and where the volume is, is on an E-Series box. So we put an E-Series box behind the compute nodes to provide a new wrinkle on how to provide the storage. Okay, so now that we understand what it is, the real important business question is there, why does anybody need this? What problems is it solving? Okay, there's three really. One is, think about it, is if you've got compute and storage inside the same box, that ratio is fixed. Compute really is driven by applications and how many compute nodes you need. Storage is driven by how much data's coming at your applications. So what we've done is allowed to tune that and separate it so you can keep your cluster better tuned against these. You've got two levers instead of one. Okay, and then. Even in Hadoop workloads, and this is where you had a question earlier about what are we gonna see in this coming year? There are workloads that are compute intensive, which require a lot of cores and a lot of processing, and there's others that are more storage intensive. And so what Jeff's talking about is this kind of flexibility between compute intensive workloads and storage intensive workloads. So it's an interesting solution, a very interesting and novel approach. Any other interesting thing that Kirk said was he stored exabytes of data for all these commercial customers for all these years. So this is an incremental opportunity for you. Can you talk about that a little bit? Well it absolutely is, it's brand new, but it's also kind of in our wheelhouse too, if you will. We're a network storage company, we understand this market really well. The, my branch again at Hadoop, we're just, we're just moving, I don't know, to me it's very simple. We're just moving to the next, the next pew over in the data center. Ask me something else. Oh so, so good, man, he's like bringing on, okay. I'm like, net app. So what's the, talk about the selling motion. So basically you're going into existing accounts saying, hey, you've got this big data problem, we can help talk about that a little bit. We have customers coming to us, so US public sector. Yeah, we're very big in US public sector. You've got customers that have a huge, well they have two things. They have a huge velocity of data that's coming at them, and they also have a huge volume of data. And they're looking for approaches where they can get rapid ingest, and then they're, how do you manage that data? So with the solution we put together with Cloudera, we've actually, that's one example of a kind of workload that we've got unique capability. The E-Series box that we put behind this is a data gobbling machine. So, heck man. So my question for, so since you- And it's great for big- So I'll bring on some questions. So we had some people tweeting Kirk's comment earlier about how, you know, this is so disruptive you really can't find the people to hire. You guys obviously net app is a legacy in this term, legacy vendor, Silicon Valley success story, venture backed, skyrocket, you know, and survive the trough of the bubble and rebound into great financial performance. But storage is changing with SSDs flash. We know you guys doing a lot of stuff there and Dave comes like a blanket. How has Hadoop disrupted you? You know, we've heard rumors you've lost some business, there's demand in the marketplace, because of market shifts. So what can you share with us? Not about losing business, but like with the new solutions that are coming out, you obviously have to look at that by not having a Hadoop presence. You know, you guys sell gear and you know, you're impacted by the disruption. So could you put some color around that? Well, the market- You can take the gloves off now too, it's okay. Yeah, you know. The market is- We're easy, we're gonna fight back, that's okay. Well, these guys aren't shrinking violas in case you had a few violas, but I got it. So the market is- I mean, I'm not saying net that's doing bad and you guys are performing, Tom. No, we're still on backfellas. You know, I just want to know use cases of where the disruption is and you know, obviously you're doing this served demand. Number one, we're there and we're still growing. You've been there. We've been there. We've been there. This show, all we're doing is bringing a new set of tools that expands that market opportunity. Ingenio, the ingenio acquisition provided us a whole bunch of new opportunity there where we had a great chunk of the market already covered and there was a piece that, frankly, you need this high ingest, high capacity, high density solution for, and that's where the ingenio fits in into the big data space. And we're going into several markets around that that we've been talking about, but this being one of them. So this is our move. What we're talking about today is the move to cover that. I would even, to add to that, I mean, think about what NetApp has done over the last 15 plus years. They're a very significant partner with Oracle. They do a lot of kind of structured, relational database analytics. And imagine if, assuming 10 or 20% of the analytics are coming out of NetApp Storage anyway, what if you could then go back in and tap the other 80% and you could put a system like Hadoop with Cladera Enterprise on top of that to generate more insight out of a broader set of data. The data's sitting there already. NetApp's been managing it. So the growth is secure for years. So you can only reach maybe 10% of it sometimes to actually do any analysis on it. It's a powerful concept. I mean, we can't stop thinking about the future because you look at what the $100 million fund and all these new analytic tools, the growth of Facebook and these new, and even in the financial services, analytics is obviously a key part of that business, the edge of the app edge, if you want to call it, or edge of the network. But it really talks to a cloud model. I mean, spinning up clusters, I mean, it's going to probably be push button kind of like analytics. So, you know, you guys sell in hardware into enterprises, big discussion around cloud. How do you see that cloud piece expanding if people start building applications on Haruku, for example, or these new clouds? The gear shifts, so you guys sell gear, so it just shifts zero sum gain. It goes, I mean, someone's still going to buy storage, right? Storage isn't going away. So what's your view on that? Well, my view is that the data has to live somewhere and it's going to live where it's most efficient and where it can be managed the easiest. So what we're focused on is what we've been focused on is data flexibility and data efficiency. And this is just another instance. In fact, the more we talked about this, the more it came back to this is just what we do. All right, so that's a question I asked Perk, which is, every company's got that one thing that they do really well in their DNA that's kind of in their culture. What is that for NetApp? Is, you know, sometimes it's shipping code, it's high quality, design, do your Steve Jobs, or what's NetApp's one thing that they do extremely well? So, at the heart of NetApp's innovation, but where you see the innovation is in efficiency and making data centers more efficient, making data centers easier to manage, being able to deploy. I mean, one of the things we've got right now with Hadoop is deploying the infrastructure is we want to shrink the time that it takes to do that so you can get on with the work of the data analysis. So, those are the main areas. Okay, you're watching SiliconANGLE.tv's coverage with Wikibon.org, SiliconANGLE.com, theCube, flagship telecast, we go out to the event, Kirk Dunn, the COO of Cloudera, extending their lead in Hadoop, looking in the rear view mirror is their competitive strategy to compete, just keep on plowing ahead and extending the lead. And Jeff O'Neill from NetApp announcing the announcement. Thanks for coming on theCUBE, guys, appreciate it. Thanks for having me. Thanks guys, good to see you.