 We're here live in Las Vegas for day two wrap up for Silicon Angles, exclusive coverage of EMC World. We just do an interview, we have to interview, try and extract a signal from the noise. That's what we do. I'm joined by my co-host Dave Vellante. Dave, let's wrap up day two and put it in the books. Day one was great. Yesterday we had a lot of the top execs around Flash, Key of Flash, but here today we had two key guests. One was Pat Gelsinger and the other one was the Viper team and all the stores software defined storage. So I got to ask you first about Viper. That's the hot story here. You know, we'll get the Pat Gelsinger in a second, but Viper is their big announcement. That's the game changer. NetApp put out a position on it just recently. Is that hold any water? And we'll first talk about Viper and then we'll talk about the competitive response. Well, I see two, okay. So Viper, you know, first of all, I first saw what was called at the time Project Born. I first heard about it in an analyst meeting back in November. Jeremy Burton of all people stood up at the analyst meeting and John, he was, I expected he was going to talk about marketing like he always does, our messaging or positioning or anything else. He spent like an hour and a half going deep into what was then Project Born. And frankly my jaw dropped. First of all, you had this so-called marketing guy really going deep into the technology. The second was it was here's EMC saying we're going to extract function out of the controller and make it available. We're going to separate the control plane and the data plane. That was last November. Okay, they've been working on it for a couple of years. And then they released it today. Not frankly, not a ton of new information that we didn't have from some of the earlier meetings but some of the details in terms of shipments and availability. I think that the fact is it's early. Two years is not enough time to build out a full management stack as I've been saying. And so, but what's impressive about this is the vision. Classic EMC, they've laid it out. They, in my opinion, are saying, look, yes, we're going to participate in OpenStack but we have an alternative platform that you should start writing to. Now here's where I think it gets really interesting. You asked about the competitive responses. NetApp basically came out with a response that said, hey, we have this too. Welcome to the party. I don't think NetApp made nearly as big a splash. I don't, I have to dig into it. You know, you Google in the web. There's not nearly as much information on it. On NetApp's on tap software defined storage. And then Dave Wright from SolidFire also came out with a response. He put it on a blog today. And essentially what he was saying is, hey, OpenStack is the way to go. OpenStack is open. And he's arguing that Viper is closed. Now that's why I really wanted to ask Amitabh his take on Open. And I thought his answer was a good one. The entries to the system are open. You can, you know, bring your own function. You can tie into the system through the API. But oh, the back end piece of that, that IP, you got to pay for that. And that's how they're going to make money. I don't have a problem with that. What I think is going to happen though, John, I think you're going to see alternative platforms emerge. I think other companies are going to fight for that platform. I don't think they're just going to let EMC run away with it. And I think that's really where it gets interesting. And I think there's OpenStack. And I think that's going to be HP's play. You know, I think you got to look at what Oracle's going to do. Oracle's going to have a red stack. I think you got to look at what IBM's going to do. They got a lot of resources. And obviously there's EMC. And I think those are the big players. So that's what I see. And the big part of this is VMware. We had VMware CEO Pat Gelsinger on today. Love to get your take, John, on that. Well, first I want to comment on what you just said about OpenStack and what I think is happening. I think it's very, very clear that the cloud mobile social vision that we had at Silicon Angle in 2009 when we launched it, which is now mainstream, is moving the market. And here's what's happening. EMC is clearly going down that path. That's their messaging. SAP next week, we expect to see some big moves around SAP next week at Sapphire, big player. IBM's making some moves. They got a new guy running storage. Again, all this is converging. The big players are moving and transforming their entire businesses to position themselves for this new world. And to me, I think the open source community around OpenStack is a lightning rod. I don't think it's OpenStack so much, Dave, about what they're doing and the mechanics of OpenStack other than the fact that how it's set up and the multi-vendor transition to openness makes OpenStack the lightning rod for this OK Corral, this gunfight at the OK Corral, where everyone's going to battle it out for leadership. And I agree with you. I don't think HP and IBM and the Big Whales are going to let anyone just walk away with this. Especially Amazon. So the OpenStack is the OK Corral and there's going to be a gunfight there. And I think everyone's going there and that's going to be great. I think it's phenomenal. And I think that's democracy in the tech community and that's what open source brings to the table. And I think what I learned was the multi-vendor discussion in the 80s and 90s, which created great standardization and great wealth creation was a mandate for all vendors. And I think OpenStack is the modern version of multi-vendor. Well, and I think you're right on on that. And of course, you know, I'm glad you brought up Amazon because Amazon's a major player in this space. So let's face it. Amazon's growing at like 100% a year in infrastructure. And they're not small. You know, everybody else talks about, oh, we're growing at triple digits when they're growing from a small base. You know, three par maybe, you know, for a while there was growing at triple digits. So that's been a pretty big base. But we're talking about probably a two to two to two and a half billion dollar entity growing at 60 to 70%. So Amazon is an infrastructure player, major, major force. Your point a couple of weeks ago about OpenStack is as much a competitor to Citrix, VMware, et cetera. The traditional enterprise guys is I think right on. Now it's interesting, I'll go back to Dave Wright's response. I say, I mean, Jeremy Burton, you said at the other day, I agree with you, he holds marketing clinics. I mean, basically, you know, the competition's coming out. I'll read Dave Wright's record. Yesterday EMC sent out a very impressive press release. Okay, so they say it's a press release. Imply it doesn't have any meat. You know, it's closed and all this stuff. And some of that is true, but I think the point that people are missing is EMC is saying, look guys, we have 30% of the market. This is how we end to get 60% of the market. We're going to open up this platform to a point. We're going to allow developers, partners, our ecosystem to write to that platform. Who can compete with that? Amazon Ken, IBM Ken, Oracle Ken? Who else? I think HP Ken with OpenStack? Well, it's going to come down to muscle. Those are the guys with the muscle. It's going to come to the muscle and capabilities. So they're going to bring everything to the table. And this is what I love. And you know, in my experience in the business, Dave, I've seen this transformative movie before and that's a fun time. It's a competitive time. There's going to be a lot of losers and some big winners. And that's just competition. And I think it's great. Now, NetApp is interesting because NetApp has always been one of these companies that has figured out how to compete with EMC. NetApp's going to transition. It's got, you know, bringing out, you know, clustered on tap has been the next major bet for NetApp. And NetApp's response was essentially, you know, they didn't really trash EMC. They basically said, we provide this capability, you know, an open flexible storage virtual machine technology in cluster data on tap. Now they haven't marketed it nearly, you know, to the big bang that EMC has. But in classic NetApp fashion, they were very respectful. They didn't trash EMC. I don't even think they mentioned EMC. They basically said, CIOs are trying to make technology more responsive. And they basically said, hey, this software led world is something that we embrace. We welcome others in the industry to join. So classy, you know, NetApp move. What's missing is, you know, the marketing sizzle there. And that's what, you know, EMC has put forth. And now it's sort of a race to execution. So I think this is a great move to do a number of things. Lay out your vision for your customers, freeze the market on OpenStack, you know, try to differentiate from your competition. And also showcase some of the new innovation that's happening inside of EMC. I mean, Amitabh, great interview. The tech guys, very impressive. You know, people say EMC can't develop organically. You know, we'll see if this takes hold. Well, I mean, I think freezing the market is an interesting discussion. I mean, you know, I think EMC would push back on that. But I think it's the legitimate business strategy. I mean, EMC, and even HP for that matter. You know, these are big companies that can't move as fast. Although EMC is moving faster. But they knocked the messaging out of the park. And honestly, we covered them pretty close to that. And maybe that's a byproduct, right? Maybe freezing the market is a byproduct, but it is happening. Well, they're just slower to move. I mean, I'm not saying that was necessarily their intent, the reason why they did it, but they did it. Well, the NetApp response is like, it's like the debates, right? The Republican response, you know? It's like, they have the response, and I like it. I'm actually impressed that NetApp actually responded. Because you know why? In the era of social media, Dave, that is the right thing to do. Get a statement out there and follow up. And you know what? I'm excited by that. And I think Jeremy Burton wants to play ball with NetApp in a way that's competitive. He's looking at NetApp, and he's looking at all these competitors. He's not even thinking about them, in my opinion. I think he's going to spend, and he's going to blow it out on the marketing. And I think it's an opportunity. Okay, the problem with NetApp's response, I agree with you. I like that the fact they respond. The problem is when you Google storage virtual machine SVM NetApp, the first thing that comes up is Hitachi. The second thing that comes up is SiliconANGLE's report on NetApp's response. And then a blog on software-defined storage. So my point is it wasn't announced as a platform. It wasn't announced as a platform. NetApp's supposed software-defined storage solution. The storage virtual machine. Well, Brendan Howe was just making a comment about that. So I think it's more of a- He's saying, okay, we have it there. I'll tell you what this says. This is like polite version. You know, the Boy Scouts version of EMC's full of shit. I don't think he's saying EMC's full of crap. I think he's saying it was we already have this. And I'm saying, okay, well, if I Google it, what's all the hub up? But there is a big hub up around software-defined storage. Everybody's talking about it. VMware sort of laid down the gauntlet last summer. So NetApp's talking about it. HP's talking about it. EMC's talking about it. IBM's talking, everybody's talking about software-defined. So all I'm saying is everybody's going to do what I did. They're going to Google that. They're going to say, well, it's there. So now, in my opinion, John, it's up to NetApp to say, look, we have a unique architecture here. Now we're going to show you how we're going to respond. Yeah, yeah. Well, we're here at day two wrap up just to kind of go through my notes here. Dave, just some highlights, the keynotes. Obviously, we're Tucci. Really, it was just Commander-in-Chief, the general of the Army. You get the swagger. You know, he's, you know, just so close to clipping coupons. You know, he's really having a great time. He's got a smile on his face. He's got a spring in his step. He's a proud papa. He's going to go out in a blaze of glory. Okay. And that's really the clear path. And that was fun. No new information from Tucci, in my opinion. Just the classic, you know, innovation slide, three ways of innovation. Moretz's presentation was great. I liked his presentation a lot. Gives us some insight around Pivotal. But the highlights for me today were John Royce, the new CTO. John Rose. Rose, I mean, John Rose, new CTO. Yeah, he was good. Phenomenal. Very impressed with him. I asked him some kind of out-of-the-box questions and some pointed questions. You asked him some pretty pointed questions. He nailed both. He could hit the marks on the pointed questions. But he answered the 20-mile stare question pretty well. He knew what he was looking at down the road. I was impressed by that. I liked the fact that he's not a storage guy. You know, that's very impressive. He's like, I see a future of, and he described it. And I like when I hear tech guys talk like that, means they have vision. Gelsinger was great. I love seeing him as the commander-in-chief of VMware. And I thought he was right on message. And Pat scripted. I mean, he scripted to the point of, you know, he's got this in RAM. What'd you think about Pat? Oh, I think Pat was, you know, animated. I think he's the right guy for the job. I love the way he described how it came about. That, you know, I had this sort of big data project and Paul had this other stuff. I call it misfit toys. I don't think he probably didn't like that too much, but they weren't getting the attention they needed. They put this thing together. Yeah, just to me, it underscores the quality of EMC's executive team, their ability to attract really good people. When Donatelli left, you know, Donatelli was a good executive. We know Dave, he's been on theCUBE a number of times. Excellent, right? They bring in Gelsinger. I mean, the guy's good. He's a tech athlete to use your term. And so, and I think the interesting thing to me, John, about that is he's taking over VMware at a time. I think it's, I think there's choppy waters here. I mean, I think competition is heating up. I think VMware's, you know, pricing snafu a couple summers ago, got customers thinking, whoa, wait a minute, Hyper-V now, you know, with Windows Server 2012 coming out, OpenStack is, you know, a lot. I think given the new architecture of Pivotal out there and Maritz and Gelsinger, I think it's a great move for Pat. I think he's going to have essentially the future version of Intel at its disposal. I think he's going to build a culture of innovation. We know they're hiring a new CMO, so, you know, we're digging into that. They got a retained search out from what I'm hearing around town in Palo Alto. So, you know, I think Pat's going to recast that out to be the cloud version of Moore's Law. And I think he said it. I'm going to build my own stuff. We're going to have all the stuff available. So it's exciting, Dave. I am really, really pumped. Day two is in the books. I'm proud to be here, John. I mean, this is, I have to say, we got a great location, you know, nice backdrop. That's good guests, so. Thanks to the team. Thanks for watching. This is day two wrap up. Tomorrow we'll be here all day. We're going to have big interviews tomorrow. We've got the president, David Goulden, Paul Maritz, Jeremy Burton, and this little guest packed house all day. That's a wrap up from day two. We'll see you tomorrow.