 Hello and welcome to theCUBE pod episode 27. I'm John Furrier, Dave Vellante, Dave episode 27, extracting the signal with the noise every week, dropping bombs, some breadcrumbs, some scoops, total busy week, very busy week, Google Cloud next 23, just ended from San Francisco and it was an amazing show and there's so much news to go through. Again, action packed week of content. You know, we're getting our groove swing on the 27 weeks of straight podcasting. Haven't missed it. A lot of people dropping on your dime saying they like the podcast, like how we drop little nuggets in there from what's on our mind, kind of like rumor mill meets some scoops developing and a lot of things are happening. You know, I gotta say, you know, with some earnings coming out, the economy's obviously a factor. You had the presidential debate, the public party and you know, they didn't include you know, the senator, the person from Texas, they wouldn't sign the thing, politics, they wouldn't sign the supporting Donald Trump. So they didn't allow him in the debate. We saw tons of general AI action at Google Cloud. Just to me, the big story this week was the cloud wars. I mean, we're seeing, I mean, it's happening in the arena right now. Google Next just had their annual conference and this was a Google Next that's been changed significantly over the past six months. The complete bit has been flipped. Remember, Sundar Pekai sent that code red memo that said, hey, you know, we're not gonna lose out on AI. We basically invented it. We've been doing a ton of it and say that, but that's basically- This is our house. It's a home game. We don't want to live in the home field advantage. I mean, that was a home field advantage opportunity for Google. Their investment in AI is well documented. They do a lot of stuff. They write the papers. They have DeepMind and all that other great deep learning talents for search. And they just had to go in and cobble it together. But they definitely put it front and center. It was all about AI. And it puts a clear stark in comparison to the Amazon Web Services lead. And again, AWS reinvents coming day. So we're gonna see, we're gonna talk to Adam Sileski exclusively when I have some good questions for him. But AWS is literally gonna be under a lot of pressure. And I've never said this before, but I actually think AWS is at risk of getting knocked down a few pegs because there is competition and then the fierce, right? What I saw with Google was they're lining up and they got some competitive strategy in there. They took direct shots at AWS, direct shots at Microsoft from a strategy and execution standpoint. And they moved the ball down the field. They moved the needle and then they got the ecosystem. So they could pull the trifecta of cloud moves and then move up position, if not one, if not down the road to get the top spot. You remember last year when we had our session with Adam Sileski, he talked about large language models. This is before the chat GPT announcement. It was before reinvents and they didn't announce it at reinvent, but it's not like they weren't working on it. I think it's more of a PR issue, frankly, John. I think it's somewhat overblown. I do think Amazon is gonna have a tougher times stitching together all the bespoke pieces. I mean, you were at Google next, I wasn't there, I was fucking off with the racetrack. But it seemed to me, John, that your point about the trifecta, one of those is solutions. And I think Google seemed to do a really good job of providing some solutions, Duet in particular. And it's like low code and no code has been so elusive for years, but boy, was it front and center this past week. I was impressed. I've been studying up for breaking analysis today and they crushed it. You know, the information had a story. It's not really a scoop, but you know, they try to position as they have the inside scoop. But we've actually reported on this way before they did. And so it's well documented that the story's already been out there. It's titled, How AWS Stumbled in AI, Giving Microsoft an Opening. And it's a non-story about that they kind of got beat by Microsoft on chat GPT and open AI, but they had something going on. Of course they had something going. That's what Amazon basically said to everybody. And the whole thing went down and said, we're not new to AI. They had something going on. They've had something going up for years. And like Google, but maybe not as much, but pretty close, Amazon had AI and all over their other businesses. So, you know, they're very savvy with natural language processing and all the tech involved in the data and AI. The generative AI piece in particular is a weak link in the sense that they don't have the foundation model dominance that open AI has and that Microsoft has beat them to the punch and integrating it in. Google basically did the same thing with Duet and their Vertex AI platform is positioning to go up head-to-head against AWS. And that's a good thing for Google and it's a good thing for competition. And remember Andy Jassy always told me privately and on theCUBE, competition's good for the Amazon. They like it, they don't mind it. They say, bring it on. And you know, the difference is that culture is going to be can Amazon handle the competition? You know, Andy always used to say, we got to up our game. We got to play better. He's a competitive person, Dave. You know, we had many one-on-ones with Andy and he always subscribed to the notion that competition makes you better. And I think Amazon should take that approach but I got to tell you from a public perception standpoint, the way they're treating their partners, their friends, they're not, they're looking scared. And I think that is a legit complaint about Amazon right now is that they got to play more confident ball. They got to up their game and they got to move the needle and they have to have a needle moving things that hit and Rob Stretchy from theCUBE Collective and I were talking with Dustin Kirkland at Google Next and you know, re-invents right around the corner, Dave. They got all that content pretty much going in the can in the next week or two. They probably have some directional content pretty much done. They got to have all that stuff in the bag ready to go in about a month. I think it's more blind spots that they might have, just sort of my take on it because I think they've been so successful and so powerful and they've been able to sort of dictate the game. And I think, you know, look, when companies get that strong and that profitable in any business, you know, whether it's ecosystems or competitions, they say, hey, I want a piece of that action. You can't treat me like that. Only we can treat us like that. But then to your point about competition, you know, open AI announces a business version of chat GPT, which puts them in direct competition with Microsoft. And if you look at the ETR survey data, open AI has the number one momentum on its products, higher than even Snowflake was at its peak, like 88% net score, which is a measure of spending momentum, higher than even Microsoft. And Microsoft's basically chat GPT. So it's pretty, you know, open AI is pretty amazing. The hype cycle is massive and the hype cycle is matching the traction. So the developer community. And when I say trifecta for Google, what I meant in particular is, and this is the breakdown of how I see Amazon and I'm sorry, Google competing with both Amazon and Microsoft. Remember, Google's number three and they're punching up. And, you know, they basically came out and looked cool and relevant. So, you know, the shows always have that vibe. But I was sold, I was drunk on the AI story all week. It was a very intoxicating intellectually to see Google hitting all the right notes on the event. But you appeal back to the union, they still got to execute. So Amazon is still number one. They're executing flawlessly. But I'll tell you how Google was taking their shots. And this is why I liked the show. The trifecta includes developers, solutions and ecosystem. The three areas that Google put on the track clearly and were focused on, developers. They were taking a developer tone and posture that was basically saying, and I was talking about this on theCUBE, that we're going to hit and win the young up and coming generational developers. That's anyone under the age of 30, say 35, let's say 30. And we're going to be the AI cloud for them. And if you look at the engineers that are out there now writing code, a lot of them are under the age of 30. This takes, say you're 27 years old or you're 25 or say 21 and 22 in the dorm room. That demographic, Dave, has used Google Docs when they were in middle school. Okay, so they're used to Gmail. They're used to the workspaces accounts. They're knowing and they can just click a button and it's like instead of commenting on a thing, you say write code. Your kids have office on their laptops by note. It's like, they're like, that's boomer software. Office is for boomers, okay? So, Microsoft's the boomer cloud, okay? And that's for old IT. If AI changes IT, Google could mop that up and they have to win that. They also had laid down that they're going to target legacy environments. So one of their keynotes, they had a poem and musical on stage around legacy land. You know, the destination of the future can be changed. So that was the developer side. So that's a direct strike at Microsoft. I mean, AWS, AWS always had the developers from day one, Twitter started on AWS, Airbnb started on AWS. All those startups in that generation of that era were Amazon because there's only one alternative that was do a data center. So AWS was the only game in town for those startups. Today, it's much different. If we're in a dorm room coding, what's the first thing that comes around? We've got multiple choices now. AWS, Google, Azure, Oracle, other potential. So that means that Amazon isn't the default must have and their enterprise growth has brought them into the very enterprise game. And so my advice to the team over there is you have to win the startups. And Amazon is great with startups. The startup showcase that we do, they got to make that better. They can't lose the startups, Dave. If they lose the startups, they lose that generation. They got to get back in the game and very be cool and relevant in startups. And Google looked pretty damn good with what they had going on. So that's that. Well, again, I think the low code aspects of what they're doing with Duet was really interesting because it expands the number of so-called developers, right? So they got the Vertex AI for hardcore developers, even Duet for developers. They've got a great tool chain. And so that was very impressive to me, but I still feel like, you know, it's always recency bias at these things. You come off a show and you're like, wow, that was pretty good show. Because these guys put a lot of effort and time and thought into it and they're smart. I got to believe, John, that AWS is, they've got to crush reinvent if they don't. They got to crush reinvent, but that trifecta, one developers, okay? That's targeting Microsoft's core. I mean, AWS is core. The second area of the trifecta is the solutions. Now, Rob Streche pointed this out on the queue, is that Amazon's got services. They got higher level services, thousands of services, hundreds of services, whatever number you want to call service. They have either hundreds or thousands, but hundreds. A lot. A lot. Google has a lot of services too, but they're focusing on solutions. And that is the direct strike at Microsoft's core, right? So from a competitive strategy standpoint, developers is targeting the core of AWS and the solutions targets the core of Microsoft. And Amazon. Amazon's not a solutions company, right? I mean, generally. No, but they're not competing on that. Well, that's an advantage over Microsoft too, but Microsoft's wins with the services. That's one of their competitive advantage is some say they should do solutions, but Microsoft had to put a dent in AWS because they have solutions. That's their strong suit. So Google solutions targets more Microsoft being more of their packaging. I'll give you an example. Workspaces is the modern suite. Again, the example of the younger generation, the boomer suite versus the next gen, millennials Z suite. So that's the solutions. That's smart by Google because they don't want to compete against Amazon on features, they'll lose on services. You can't go head to head on an attack. Again, competitively, this is where I think this is why it matters, right? And then three ecosystem. All three clouds have to have an ecosystem to be in that one or two position. You got to have a growing, vibrant, money-making ecosystem and to put the solutions together. And Google had that on the floor. The GSIs were, they were beaming with like glee. They were like happy. They're making money and they have the cloud is in a position to make services. So again, that's... About time with the GSIs, don't you think? I mean, geez, I mean, it's been a long time coming. And those guys, as I like to say, they like to eat at the trough. And so you know, if they're there smiling, they're making money. And it was also, it looked like a number of smaller like CSPs, like telcos, like an orange that Google was encouraging to use the Google kit, the Google stack around the globe. So I thought that was kind of cool. And then the other thing too is, the one thing about Google's ecosystems, it's unlike AWS and to a lesser extent Microsoft, but AWS, you see Snowflake, you see Databricks, you see a lot of database players, whereas Google, really trying to push BigQuery, but you still see the periphery of the data plays there. So Google's trying to get people onto its data stack and so that's interesting, right? Because you got to use that stack to get a lot of the advantages of that, for instance, they're TPUs and they're not GPU constrained, but you got to use their stack. So that's an interesting strategy. Like we wrote last week in breaking analysis that Snowflake has momentum with AWS and Microsoft, maybe not so much for Google, because Google doesn't want to give up its place in database. Google hit a home run by putting Duet, which is their AI feature in all products. They had it in security, they had it in infrastructure, they had it in the database, they had stuff even with all the looker stuff, and then they had clear areas where the partners can compete. So not a lot of channel conflict there when there's growth. So the Duet AI wasn't just a consumer feature, obviously workspace is exploding in value Gmail and now paid suite is gonna be things. So I think that Google is gonna embed, authoring and make the Google interface of workspace like Google Docs and productivity suites, make that the coding environment for democratizing coding. I think if they do that, if we're in a dorm room, we're gonna sit around, drink and be here, build in a company or build an app, we're gonna pop in, it's gonna be like we'd ever left workspace. It looks like Google's architecture is conducive to just as what you said, is embedding things like Duet and AI directly into their solutions in a way that eliminates a lot of these complex data pipelines and connectors. So you've got like a single source of data at the core that all these tools and solutions can access that's essentially in real time or near real time. This thing we've been talking about people, places and things in real time. And so that's something that I don't see out of AWS. I'm not as familiar with Microsoft, but it seems like there's some abstractions there. I don't think Microsoft's got the architecture to do that, but Google, I think built that from the ground up. The other thing I wanted to get your take on this is, George, I think it was George Curran said, it's almost like they're turning the weakness into a strength, you know, if it can't fix it, feature it. He said, customers are telling us that they want to work with a company that has the leading edge tech, right? That was always the sort of line on Google. They get the best tech, but they don't know how to sell it. And so they're sort of flipping that saying, hey, we are the cool kids cloud and the best tech. So work with us. Yeah, so a lot of action, Dave. So we talked a lot about the cloud. Google Next was a home run for them. So congratulations to Google. It's finally time to see them come together with the AI story. It was kind of, it was, they did a lot of work on that. I think they laid a future roadmap that's pretty clear. And it was really more about the, that Google's not out of the game at all. In fact, they could probably accelerate and maybe take some territory and move up a position really quickly if they hit on all those trifectas. So they're still one-fifth the revenue of AWS. That a long way to go. Well, they have, they're playing the same playbook Microsoft's doing, Dave. They're adding all that revenue from Workspace and start making that part of the feature. Again, Amazon has yet to do that. They don't have yet to have that number. So on the top of the stack, it's their ecosystem. Again, it's very Amazon still number one and they're going to be there for a long time. And by the way, Amazon is executing. So we'll see, they have to crush reinvent. Okay, so let's go, let's go look at the enterprise pulse, Dave. You've got a lot of action going on. You've got fundings and earnings. Databricks looks like they're going to try to raise money. A new report says they're going to do a new funding at a valuation of 43 billion from Bloomberg. And apparently the caveat is we're still in talks. Not sure that's going to happen. That's in direct conflict to our report that we think that that was an insider round. So interesting dynamics here, Dave. So posturing or reality, we'll see. But I think so far, I think Databricks has a, their balance sheet is strong, but maybe, you know, who knows? You can't tell because they're a private company. But, but, you know, they did that Mosaic ML deal supposedly at like a $28 billion valuation, even though the number was like whatever, 1.3 billion, 1.4 billion. So it's really cut that in half. It's really 750 million. And then if they now get this valuation boost, that's, that's great news for Databricks. Amazon made a small little acquisition with FIGs command line for developers that came from the more of the open source team. Cube alumni rock set reels in 44 million for real-time analytics, Dave. That's interesting. That's a good for them. Like to see some of our early startup showcase players getting the big fat funding. And then earnings ups and down. Dell Nutanix continue the string of upbeat earnings, Broadcom share fall on lower than expected outlook. While VMware more or less meets the forecasts, right? MongoDB smashes earnings forecast, Dave. Okay. The new AI features are panning out for Mongo and then Salesforce shrugs off expectations there by beating expect, shrugs off the economic pressure by saying, we're cool. We beat the, we beat the market and we're beating the expectations. Big earnings week. Dell was up 21% the day after earnings. Well, HP also announced too, right? They fell. Yeah, HP basically flat revenue, but Dell's revenue dropped 13% to 23 billion, but it was a $2 billion beat on the top line. And there's a huge, I guess a $2 billion backlog of AI servers, but their, their ISG was down which is servers and storage servers was down 18%. Storage was down 3%. PC's were down 16%. The stock was up 21% because they, they beat and they raised. So there you go. That's all about the consensus. Mongo had a great quarter, I thought. 423 million in the top line grew 40%. Salesforce beat, pure storage had a decent beat. But here's the thing about pure. I always said pure storage is the one eyed man in the land of the storage blind, right? They're growing at 6.5% storage, not the greatest business, not like it used to be. You see, you see Dell's, which is formerly EMC's storage businesses is declining. But still, they chug along with pure and they beat their EPS by a little bit, but they don't really make a lot of money. Crowds, the big story on earnings to me was the cyber guys. Crowdstrike grew 37%. Octa grew 23%. They beat by 21 million. Both those stocks are up. Sentinel one, which is supposedly going private, they beat. So all the, all the cyber stocks was a great day the other day. And so that's kind of interesting. And Rubrik is supposedly getting ready for an IPO. Here's a company that was a backup company, data protection, and Bipal Sinha, the CEO, pivoted the entire company to cybersecurity. And he probably boosted his valuation by a billion dollars. I know that's, and they're gonna go public. You see, that's a killer. I mean, that's awesome for them. So, you know, I wonder what Cohesity does. Dave, you got Cohesity, you got Druva, you know, looks like. Well, you just interviewed Sanjay Poonan, right, they're readying, they're trying to get ready for an IPO, right? Sanjay was kind of coy on that. You know, he didn't reveal, I tried to prep pepper a little bit, but you know, he's was giving all the signs that business is great over there, Cohesity. So, you know, he says they're doing great. And I don't know what's going on with Druva. I will tell you this, you look at the ETR data, Rubrik, it's a Cohesity and Rubrik about two years ago, we're very similar in terms of momentum. Rubrik created distance, and I think that's why they brought in Sanjay Poonan, and really shore up the go-to-market, but they have some work to do, it seems to me. It's hard to tell, because they're private companies. So, you got to use, you know, triangulation and rumor and data and survey data. But I wonder, John, if maybe Cohesity is, you know, there was rumors that they were going to sell, there was rumor that IBM was going to buy them, which, you know, I don't know, I just don't see IBM investing more in storage, even though it's software, I think they want to try to move up the stack further, although they got a good relationship with Cohesity. So, maybe the talk of IPO is a red herring to get acquired, I don't know. Well, we'll see, I mean, so earnings are going good. Yeah, I mean, I don't know, Dave, what do you think about the enterprise market right now? I mean, what is the data tell you? We're going into the fall, okay, summer's Labor Day weekend, and you got a couple of events, but re-invent, Microsoft ignites for the big event, like a week before re-invent. Microsoft ignite is their cloud show, they're gonna have that the week before re-invent. Microsoft and Amazon, they have to one-up each other now. We're in the one-up game, because Google basically laid down, we're cooler than the other guys. Did you hear what Jensen said? No. Jensen said, he actually said that with Google and AI and Nvidia, we are re-inventing the cloud. He used that term, phrase re-invent at Google Next, which is, I wonder if that was purposeful, Jensen's pretty savvy. I'm sure he didn't say re-imagine. He said re-invent, I couldn't believe it. Yeah, I didn't hear that, I thought he said re-imagine. No, he said re-invent. But I mean, he said the same thing, kind of same thing, he didn't say re-invent at VMware, but he said the same thing, but he's pushing this cloud. And by the way, when he announced that, that SIGGRAPH, he didn't mention AWS. He mentioned Google and Microsoft as partners. So I read into that big time, so. Well, so you asked about the market at the end of the I think it's really mixed right now. And you've seen it in earnings, some companies doing well, some aren't. The top line spending data suggests that it's still pretty tight. And the spending in AI, my premise has always been, the last several weeks now and months, is stealing from other areas. It's very clear to me that people are having to make trade-offs. And I think the seesaw economy continues, raising rates, lowering rates, recession, not recession, war, not war, election, confusion. I just think it's really, really uncertain right now. And until the AI kicks in and really drives productivity and the data is clear and CEOs have a really clear ROI on that AI investment, I think that could be the catalyst that breaks through. But I think until then, you're going to see an ebb and flow. And I think it's going to be a market for stock pickers and certain winners and certain losers. I think the startup world's going to continue to boom. I love the market right now on the AI startups. I'm such a fan of the AI movement because it's so disruptive. It is the web early days, in my opinion, almost a direct mirror of that. And I think the business models are going to be very similar. Start out by solving, making the functionality better and better, is get better and get better. And that is make things simpler, easy to use and faster, cheaper, right? That was the advancement in these major inflection points. Okay, that being said, the cloud guys are in the middle of mixing all this. So they're here that the real interesting thing is, will the cloud wars have a dampening of the excitement? Because when you start getting into the cloud wars, where you got Amazon, Microsoft and Azure and Google with trying to woo the developers who are the startups, it's almost like you got to make platform decisions because each one has their own vector database. Each one has their own AI chat. Each one has their own system of databases and whatnot and stacks. So the question is, just like the enterprise would pick one, you got to pick a platform. It's like picking an iPhone or Android, right? So this is an interesting conversation. For the first time on the queue, we've had this conversation with the analyst angle session where we talked about this publicly for the first time, which is, it's kind of like the web from an economic growth standpoint and from an industry. But for a developer, you got to make a choose. You got a choice, you got to choose. And that's going to be, that could be the secret flaw in the industry. Developers shouldn't have to choose, okay? They should just be able to choose what they want, not be told, I've got to be with Amazon and then can't move. If I've got vector embeddings that don't work on one cloud and I want to leverage that on another AI cloud, it's going to be very weird, Dave, if that's the case. And I can, that's not going to work unless someone builds some sort of abstraction layer that makes that go away. Again, back to that, making things easier and simpler. So it's a awesome time for the startups. And I think that's obvious in all the areas around San Francisco, Austin, Texas, New York and not so much Miami compared to those three areas, but it's San Francisco, New York, Austin of the hotbeds right now and a little bit of LA, then maybe Miami, but not a lot on Miami actually with AI startups, Dave. So, and I also like certain sectors. I mean, I think in cyber, it's a consolidation story. So I really like Palo Alto networks. I really like CrowdStrike. I really like what Zscaler is doing. I was really happy to see Okta come back a little bit because they kind of screwed up that Auth0 acquisition. They paid $7 billion for Auth0 and just never figured out the go-to-market and that hurt them, but I like Okta. I think they are the identity standard. I think in data, to your point about platforms, it gets really interesting now. I think Snowflake was caught off guard a little bit with GenAI and I think Databricks was in a strong position with AI. You were at the Databricks show. You saw what a good job they did. Snowflake, they're a very competitive company and so people are making decisions right now about those platforms. And I think the big wild card for both Snowflake and Databricks is you got the cloud players with GenAI. They have momentum on AI. All three of the big cloud players have pretty strong AI stories. You could debate AWS maybe a little bit behind, you know, maybe not, but all three have great AI stories and mixed data platforms. I would say Google has the strongest data platform. You got Amazon with Redshift, still very competitive. I think not as competitive from a technology standpoint as Google and Databricks and Snowflake, but those, that AI halo effect could actually give them a little bit more momentum vis-a-vis competing with Databricks and Snowflake. So they're up against, like you say, developers have to make some really big bets right now in decisions, but not that they can't, you know, float, but right now they got to, you know, put the pedal to the metal and go fast, so. Well, I think we'll see how this plays out from a competitive competition with the cloud wars, but ultimately that could be the case where, you know, they're going to be able to differentiate on their value of their GenAI suites, Vertex AI versus say Bedrock and SageMaker and then obviously with Microsoft they have theirs. I love, by the way, they call their GenAI thing model, the model garden. That's, it's the model garden. That's their Bedrock, right? So. It's like, it's, well, it's Bedrock and SageMaker, if you want to kind of look at, because they have their own foundation models in there, as well as third parties and the open source. So again. The other thing is, the other thing is silicon, right? I mean, NVIDIA obviously very strong. I was, it's interesting to hear the all-in guys talk about how NVIDIA is going to get all this competition and all this VC funding and they talk about risk five competing. I mean, I just think NVIDIA has such a lead. I don't think AMD and Intel are going to be able to, to catch up to NVIDIA anytime soon, given the software investments they've made. They also, Chamat, like shit all over ARM. I'm not crazy about the ARM IPO. I do think it's overvalued. He said it's worth 10 billion. I don't think that's, that's true at all. I think ARM made an announcement. Those guys then all inches just stick to what they, say away from the enterprise. But ARM made an announcement on Mondays. I don't know if you saw this, the Neoverse compute subsystem, new line of products offering offerings from ARM designed to help partners deliver specialized silicon faster at lower cost and risk compared to traditional system on chip development. This is a huge, this is like the coup de gras to x86. I mean, it's just, it's like, it may be the nail in the coffin. And I'll just give you this. It used to be five years to develop a chip, good to get the tape out. ARM took that down to 18 months using the example of Tesla and Apple. They just cut that in half again. And so, so ARM is like, it's not the greatest. It's a really interesting business model because it's pure software, it's pure licensed revenue and they make like 98% gross margins but their revenue is not growing. You know, so you're not really a huge growth story because they have this sort of open ecosystem model. And what it does, it's a nice business and it completely screws up the traditional x86 business because it's really, really disruptive. And I think the point I'm trying to get to is, I think the, what's going to disrupt NVIDIA and I want to get Floyer out of retirement to do another breaking analysis of them because he's all over this stuff. I think the disruption to NVIDIA could come from the edge. It's from Apple. It's from, you know, ARM at the edge. And if you look at who's doing really interesting things with system on chip, it's NVIDIA with big, big ass systems and it's Apple. And I think that could be, you know, an interesting challenge from edge economics bleeding into the data center. That's why I was always excited about the NVIDIA ARM acquisition. That might have been game over. Yeah. I mean, the processor wars, the Silicon wars are going to happen happening. But, you know, the Google has the TPUs, the Tensor Processing Units, which is their version of chip and GPUs working together. They were really flaunting that day. And I think, I think it's going to be, whoever can make the stuff go faster and make the life easier for the applications for Genevieve AI is going to be the winner. And I think that could be, it could be the case that the clouds have their own game and that they can differentiate on that and go head to head as an arms race. And that arms race should benefit developers. If it hurts developers, then we'd keep an eye on that. But right now that's one thing we have to watch. The developer traction with Genevieve AI is so strong. The revolution of apps that will be AI based, it'll be based on data. And the demos are going to look a lot different at reinvent this year than they were last year. I got a text, somebody texted me, George, I think Gilbert texted me today. The title of the chart doesn't have any data on it, but it's got lines. It says total advanced chips added. And it's a blue line with Google TPU version five, which is called Viper Fish. And then there's an orange line, it's called open AI total GPUs. And it looks like in few three, just right about now, there's a crossover point and Google like rockets up to the right and surpasses open AI total GPU. So to your point, Google's got some really interesting silicon moves going on that gives them greater optionality. It doesn't make them as reliant on GPUs as everybody else is. Again, the drawback is you got to kind of lock in to the Google stack, but you can develop apps in TensorFlow on top of Google if you're GPU constrained. Yeah, well, Dave, just to shift gears to what could be a lead into our rant section, I did try to catch the Republican presidential debate and get some of the highlights. And that went on in between these events and have a chance to watch the whole thing. It's kind of weird, that was embarrassing to watch, but there's one guy that's not on the list is Will Hurd, who I like. He's not, he wasn't even on the panel. Apparently he had to sign a document that said he has to support the candidate no matter what. So that's the classic, you know, whatever candidate is put forward, you have to support him and he wouldn't sign it. And for that reason, he wasn't on stage on the during the debate. So, you know, the guy's a computer science guy. I know, you know, I know that a lot of people for Vivek, the other guy who's very outspoken, this guy, Will Hurd, he's against Trump, but he's moderate. And they wouldn't let him on this debating stage because he wouldn't sign something. But you saw when they asked him, Brett Baer asked, will you support Donald Trump? You know, if he's elected, Vivek was like horse shack. You remember that show in the 70s? Oh, crazy! And then, you know, but at least, you know, to his credit, he forced everybody else to put his hand up. And then Chris Christie did that weird thing that everybody saw. He put his hand up and then said, no. So did they sign something? And then, and then Asa Hutchinson also did, he didn't put his hand up. So those two guys, apparently from what I've signed it and then, and then reneged. Apparently from what I heard from someone close to the situation, maybe it was, it's not well known, but I, I don't even know about it. So I talked to someone who's close to him because there's talk about him coming on theCUBE. So because he's got a CS background, he's a fan of theCUBE apparently. So he worked for the CIA. Maybe that came from, you know, friends like Keith Alexander's company, by the way, is de-listing off the exchange. But apparently he's a tech guy and you know me, I've been banging on the drum for years. Like we need more tech people in Congress. We need more tech people as lawmakers, not less lawyers, right? So apparently he had to sign a piece of paper that said he has to support whoever they put forward. And he wouldn't because he knows that it's Trump. He doesn't want to support Trump. He's been very critical of Trump and specifically Trump. So he's like, you know, I can't sign it with a, yeah, only if it's not Trump. So that's weird. I find that completely weird that they wouldn't put him on the stage. He's totally qualified. Okay, he's got a tech background, served in the CIA for a decade. Remember the house representative in Texas for six years. What's wrong with this guy? I like him. I like anyone who's got a CS degree at this point because the world is having tech challenges and we've got China to fight too, by the way. So there's a whole thing around China going on and you gotta have people who know what they're talking about when it comes to tech. And we don't need another blowhard up there, just getting hate speech in every speech that they do. I mean, the Republican debate I thought was embarrassing. It was like racing for attention, sound bites. It was a bunch of lunatics in my opinion. So not something that I was really happy to see, honestly, so. Well, it's all, I mean, Trump wasn't even there. He's the front runner. So it's all these guys trying to, I guess, vie for second place, I guess. I don't know. I mean, this is a long way to go. Well, Dave, what's your rants for the week? Any good rants? I guess, since you brought it up, my rant is that I think the similarities are greater than the differences in these politicians. I think they're out to protect their own legacy, to protect their term limits. I mean, there aren't term limits, but to protect their terms, there should be term limits. I think Mitch McConnell needed help on stage. You see Biden struggling. I mean, certainly Reagan in his second term after he got shot, struggled. And I do think there should be strong consideration for term limits. I mean, keep people on as advisors, but I think there should be maybe some age limit or at least term limit on how long you can actually serve. I don't know, there's an argument against it, but I kind of like to see it. It'll probably never happen because they'd have to vote for it. They'd have to vote themselves out of office. My rant is about the shooting at University of North Carolina this week. So Caroline texted us. She goes to the UNC, active shooter on campus, ended up not being a mass shooting. It was a PhD student who went and shot his professor, who died by the way. And so it's a very sad situation. But the whole, what happened, my rant is, it was what happened, right? It was the first day of school in Chapel Hill. So all the parents taking their kids to school and the school goes on full lockdown. Hide under the desk, close the doors. They didn't know where the active shooter was. So everyone freaks out. So you imagine being, picking your kids the first day of school and this is like the normal thing. And everyone didn't know what they do. And it was like, oh my God, just the fact that it's normal is key. So that is a problem where we have overreaction and or underreaction. Either way, it's a bad situation. My rant is more about how the people in charge respond to this stuff. So the university is freaking out. There's an active shooter on campus and the kids are all, they all have phones, right? So like, they're like reporters. So like the data that was coming in is actually fascinating to actually look at this way in a weird way, but like the Gen Zs had their own communication network. They basically just essentially flash mobbed and deployed organically a communications network. Group chats, chats, groups, texts and through the network of each of those friends, it was a highly efficient network. They had the guys linked in up on Twitter. Meanwhile, the mainstream media is like fumbling. We don't know who the shooter is, son of a fucking Twitter. Okay, and that's one. So then the response from the university was a failure using email, miscommunication, just fumbling everything when the students had to take care of themselves. So there was no real, the institution that people in charge, it's completely mismatched between the system of how people are communicating, getting information. So what ended up happening is people were freaking out, right? They didn't know it was an active shooter. Again, it was an isolated incident, but unfortunately it was bad, but it was wild, right? It was wild to see how scared and having a daughter there were communicating. First party, it was interesting to see how scared it was, right, for everyone. And then the parents thing, that's a whole like impact there. Like that could have been avoided with good information, right? So again, so we are in a cluster, you know what situation. So I found it like very interesting how old and antiquated and not functional the communication systems are. And in other words, the students set up their own little ad hoc, you know, network effect. They were comforting each other. So there was no services, you know, we have councils available like bullshit stuff. It just, it made me realize that how bad the system is from a communication standpoint. And God forbid if cell phones go out. So my rant is we got to look at how people communicate in times of crisis, you know, how people can support each other and how we can get to normal life faster if say a school that's another miles away doesn't have to go into full lockdown mode. Can you imagine the trauma all around here, right? So that could have been avoided if they just isolate. So again, this is more about response, whether that's, you know, public relations, public health. It's just, it's obviously disconnected from the reality of the situation. It reminds me, what you're talking about, reminds me of Desert Storm in 1990. The U.S., you know, Saddam Hussein attacked Kuwait took over their, you know, their oil fields. The U.S. came in and George H.W. Bush, Bush one was the president. And this was back, CNN was kind of just getting started. And they had Wolf Blitzer in the situation room and they had, I forget the guy's name. He had a satellite phone. And he was like out on one of the hotels watching the bombs go off. And the president of the United States had to turn on CNN to find out what was happening. That was like their CNN moment. Like we always talk about the Twitter moment when the plane landed on the Hudson. That was the CNN moment and really kind of underscored, you know, the new age of communications, which now it's clearly social media. You're going to get better information from social media and you create these ad hoc networks, you know, in real time. Do you remember that, John? And in 1990? Remember those pictures vividly. And then, you know, the elevator shaft, they dropped the bomb on the elevator shaft. They had the technologies, like a video game called crosshairs, drone strike, or not drone strike, I see a targeted laser missile. Yeah, it was a shock and awe, it was interesting. Again, this is, we see it in our business on the media side is the new ways to, you know, distribute information and communicates happening. That's why I'm psyched about either a lot of things we're doing with our collective group on the research side. You know, I think the idea of people as community connective devices provided value, right? In that situation, you had, you know, information which helped people calm down. People can help each other, nurture each other, have empathy for each other and get information and are you safe and all what to do. So, you know, we got a lot going on. By the way, gotta get the plug in for SuperCloud, four is coming up in October and that's gonna be dedicated to Genevieve AI, by the way. So, you know, we're gonna see new apps come out. A lot of stuff going on. We got CrowdStrike coming up. We got Mandiant event in DC. Got the SAS, we got the SAS event coming up. You and I are doing that, right? The week before Mandiant CrowdStrike, right? Oh no, wait. Yeah, yeah. We got, right? We got Mandiant, we got CrowdStrike. The SAS show, the SAS show. Next week. This month. Yeah, two weeks. Unbelievable. All right, here we go. The summer, the busiest summer I could ever remember for theCUBE. Yeah, I can't take a vacation. It's December. I took two days off this week. Went to Saratoga, still have my shirt barely. But, you know, normally I take two weeks off with. I lost a lot of money. I depleted my Breeders Cup fund. Yeah, well, Dave, you know, he's sometimes just got to let loose, you know. It was fun though. The weather was great. Upstate New York and the Adirondacks. Saw a bunch of my friends. It was awesome. At least my wife and my daughter with me. It's so much fun. I love doing theCUBE. I wish I missed you at Google. Next we had Lisa was there. Lisa Martin, Dustin Kirkland, our new contributor analyst was rocking. He looked great. He looked great. Yeah, Rob was nailing it. Rob Stretch and leading the collective has traction. It's awesome to see. I saw Sanji Mohit, Howie Xu came by, did a selfie. Just the Google Next is cool. They were cool and relevant. I thought they had a home run and earnings looking good. I think we might be on a rebound, Dave, on the tech. Let's hope these startups that were falling out of the sky can like soft land something. If we get the M&A market back, we're gonna hopefully see some nice teams get acquired, accu-hired out. So there's not a lot of carnage in the Valley and other entrepreneurial centers. Where was Google Next? I mean, is that Moscone? But where in Moscone? Why was it so tight? It was sold out, but there was only 20,000 people. It was Moscone, North and South. It was a full Moscone. They didn't use West at all, but they had Moscone, North and South. It was packed to the gills. So they could have had more people, but they would have had to open up West. Yeah, they couldn't fit anyone else in that venue. It was packed and it was packed in kind of a reinvented way. People were engaging. The floors were packed. They had to kind of swim through the crowd. Lunches were fast and gone quickly if you didn't know. Well, Google must be stoked. They must be pumped. Such a successful show. I always be critical of Google. And I love Google living in Palo Alto for the past 22 years, but I know everyone there and there's a lot of ex-Googlers. They're a strong technical company and they're like AWS in that weird, positive, good way. Like they're a good weird. They're techies. They do the right thing. Amazon's got their culture, the kind of quirky culture. Google's got their culture and two great companies and both doing very innovative things at many levels. And I've always wondered why Google can't get out of their own way when it came to cloud. Like, why aren't they number one? Like, if I was running Google, they'd be number one. Okay, be about our time, right? So it's just so easy to be number one in cloud. Just be the best cloud. Just get it done. They have the good. So a lot of Google's problems that we've reported is culture. And Thomas Curry and took over. Go to market. And he had to burn it down and build it back up. But think about it. They got the best network in the world. They got the best cloud database of any of the three cloud players. You know, you could argue Snowflake and Databricks, but Google BigQuery was first and truly cloud native. They got good storage. They got their computer's good. They got great AI. Hey, they got apps on top of it. I think it's been a go to market problem. Yeah. Well, they, no, they simplified. They also, there's always been a go to market problem and the systems and stuff and the people. But they always had good people, but they could get out of their own way there. And the complaint that I've always had was they build, their Google engines would build products that they would use. It's the classic, you know, Y Combinator. Well, build products that you would use. Well, guess what? Google will people are not normal. They're like high alpha geeks. So I think the enterprise is- That's true. Just read Google documentation. You're like, who do you write this for? Everyone's got a PhD. But now they're focused on the enterprise. And again, the trifecta approach that I put out there from an analysis standpoint is smart because they're targeting the core of each of their competitors above them on the rack on the standings in a way that's going to put pressure on them and potentially pull business from there to get shares. So, and of course, the ecosystem is a formula. They're getting it right. And if they pull it off, but again, it looks good on the show, but when you put it to practice, you got to execute, all right? So they're not at the Amazon web services level of execution, but if they do what even they're laying out half of it, it's going to be a game changer. So, well, Dave, we're going to see you, you and I are doing a show together at SAS, and we'll do a show. I'm hopefully to get to visit out to Boston, maybe the next week or the week after to kind of catch the end of the summer, early fall. And great stuff. So this is episode 27, signing off. Check out silkenangle.com, cube.net, and send us a DM. You want to have, give us input on the show, let us know.