 MacCube is back on day three here in Cloud City, Mobile World Congress. This is where all the action is, and this is the Cube set, I'm John Roy Devalante. We're here at DR, Daniel Royston, who is the CEO of Telco, DR, as well as the CEO of Takogi. Great to see you again. Hey, how are you guys? Good, great time, great vote last night, good. Industry executives, a lot of intimate, high players, big players here in the industry, even though not a lot of attendance, but the right people are here. And events are back. Yeah, yeah, I think, you know, MWC was the first event to cancel with COVID in February of, end of February, 2020. It's the first big event to come back. It's such nice symmetry. Yeah, typically you have big delegations, hundreds of people from the big groups coming to the show. We're seeing the executives are coming, smaller delegations, but they're all in the booth and that we're having great conversations and it's awesome. Yeah, and the thing I would say is that the Cube's back too. We'd like them to be in here in the action because one of the things that's happened with this hybrid events is that people are watching and so there's a virtual space and the physical space and Cloud City has built out paradise. It's beautiful and spectacular behind us. If you look around for the people who can't see, it's really made for the combination of on-site and virtual experience. The content, the people, Bon Jovi last night, just, it's just the talk of Mobile World Congress and it's translating to the industry. This has been amazing. So, congratulations. I got to say, so you have a lot to say as we all know, but I think it was easy for the big guys. That's why we love you in the Cube. But I think it was easy for the big guys to tap out and say, hey, we can save a bunch more money. We don't really have much to talk about, right? We're going to talk about it again. Hey, let's talk about 5G. Yeah, yeah. 5G's coming. It's a revolution. I told you about 5G though. Whereas the narrative here is all about the future and it's not about the future, blah, blah, blah, it's about the future. This is the journey that we're taking and here's where it's starting and with meat in the bone. Yeah, and I think what's really interesting about Cloud City is the fact that we've brought these different players together that are all focused, as you said, on the future. And I'm starting to see these connections where they're collaborating, right? Vendors that didn't know each other probably would never have partnered before. Totally different areas. I'm hearing the conversation in the booth about like, hey, I talked to P1 Security or I went and talked to LMX and we're putting deals together because we're complementary and it's amazing. And integration, partnership, we heard that from Google yesterday on our news exclusive break in there. They see integration and they're talking about Android, what the Android did for mobile. They're seeing a whole new software paradigm coming into Telco. It's partnership, it's ecosystem and open. These are new kind of dynamics. And I think for you guys, when you say integration and open, I think those things are really paired and they're important. A lot of times, Telco people will hear integration and they'll think customization. Coding it up and customizing it so that they talk to each other. But I think the open part of that is really important where we're connecting via APIs and I think that's bringing in the hyperscalers. That's what they do, right? They provide these systems and the software that's all API based and you can use it very quickly and you can unravel it if you need to. It's a feature velocity. We talked about a couple of days ago. And automation is the underpinning of that. I mean, that's really the theme, right? It's not like a one-off hardcore custom integration that's going to be frozen. One time to upgrade every 18 months or whatever it is, yeah? It's alive. How about Musk yesterday? I mean, he's always a crowd pleaser. First of all, my kids love him. He's crazy. He doesn't love Elon Musk. I mean, he is amazing. He's a builder and he takes no prisoners. He's just, you know what? My goal was not to go bankrupt. That's what he said a couple of years ago. Which was brilliant because everybody's gone bankrupt in that business and he just, you know, throws it off. And he's just like, look, we're here and just going to chip away at it and we're just going to keep striving and not making up excuses. He takes the failures. He takes the face plans. He gets back up and he keeps going. He's focused on building the future. He's focused on one thing, right? He's not focused on everything. He's focused on getting to Mars. And I think that's what I like to compare myself to Elon Musk, right? Not that I'm building rockets or getting to Mars, but that the hard problem that I'm solving is getting telco to the public cloud. And that's going to take a decade. It might have been accelerated because of COVID. It might have taken 20 years and now it might take 10. But you look at what he does and that guy, he has haters on Twitter. They're like, phew, phew. Always like throwing their bars, but he's like, I got my rocket company. I got my, you know, communication and space company. We're going to need to bore holes in the boring company. I need batteries. I got my Tesla company. And so this guy focuses. He's got some haters, but he's got a lot more lovers on the side because people might not know this, but he fires entire PR department because he's like, well, I don't need PR. I'm just going to go do my own, his own PR. Obviously the crypto stuff's always fun. Dogecoin is always a laugh. I think he just plays around with that. And it's just more of like playing. Yeah, that's it. Watch this. He just likes to see what he can do. Dogecoin's happy. I said that live was an interesting thing he did, but I think he illustrates the point of a new generation. And I think my young kids, not young, they're in their 20s now, they look at him and they say, that's aspirational because he's building and he's not, he's focused on that one thing. And again, the growth that you mentioned, telco to the cloud, getting back to that, I want to ask you this growth question. It used to be like, okay, growth was there. People expanded cell towers, networks were networks. Now it seems that the growth of telco, what telco is going into with the edge and all the open ran stuff, which means that we need more infrastructure. We need more stuff is more needed. And there's growth behind it. What's your reaction? I think we need more software, right? Software eats the world, right? I mean, there was a lot of hardware to chomp in telco and it's just going to keep eating it and that's just going to accelerate. I think that's where telcos need to start to build that muscle. They don't have great software capability. They don't have public cloud building capability. And so that's a big upskilling. That's a new hiring. And I think it's an executive conversation. It's not just an IT thing or just a marketing thing or a network thing. I got to chime in here for a second because there are a lot of parallels with how the data center transition has occurred and what's happening here. We talked about it. I was the mainframe and said, there are parallels. And what happened when the data center went to software defined, a whole bunch of hardware was allocated to run all the software defined stuff. It wasn't built for that. But the cloud, what you guys are doing with Togi and taking advantage of AWS's Nitro and Graviton, that's built to be software defined. And so the telcos are going to go through the same thing. If they just virtualized, they're going to say, oh wow, we're wasting 30% of our power, our compute power on just supporting all the software defined stuff because it wasn't built for that. But the cloud is built for that. And that is going to be a huge difference. And I keep trying to make this distinction. And I think people in telcos still don't get this about the public cloud. They think of it as a place. It's a place to run a workload. And that tells me they think of it as infrastructure. They think of it as servers still. They're like, well, I'm going to run in my closet or AWS's closet. And I was just having a conversation about this with a senior person from GSMA. I'm like, it's actually about the software that's there. It's about the databases they're building and the analytics and the AI and the ML that they let you buy by the minutes or by the API call. And that is my, like you need to think about that because it's mind-blowing. That's a totally different way to think. And you're totally right. I'm just going to just again give you props on this. I've had many warm-ups with Andy Jatsu the past seven years for exclusives, but over the years it's been consistent. Re-platform, lifting and shift wasn't the end game, okay? Re-platforming in the cloud, certainly a great advantage. A great starting point. It was the refactoring. And that's why you see Amazon Web Services, for instance, keep adding more services because that's the model. They keep offering more goodness so that the businesses could refactor, not just re-platform. And that's what you're getting at, I think, with the AI and machine learning where you start getting into these new use cases, but why couldn't do that before? Right, right. This is going to be a huge game changer. Forrest Brazil, right? Great guy, a cloud guru, wrote a great blog called, lifting shift is a ticking time bomb. And it's a great start to get your stuff over there. It forces your team to start to interact with like an AWS or a GCP in a real way. Like now they got to use it, you take it away. And I'm like, but once you move it, you got to refactor, you got to rewrite. And then that's why it's a ticking time bomb. You got to get, move it over and get going. Daniel Royston, DR, Digital Revolution of UR1. You got it here, Telta DR. And this has been a great experience for theCUBE as we get back to business with real life events and virtual, the folks who couldn't make it here. Barcelona is still a great city. I'll see a great place to come and events will be back. They'll be hybrid. They'll be different. Certainly theCUBE will lay doubling down, but we got a great video. I want to share with the group, the Barcelona and Cloud City. This is a montage of what it's like here in a little experiential video. So take it away and run that video. I'm Katie Goldfinch here in Barcelona for an action-packed day two at Telco DR's Cloud City. This morning, the focus was firmly on DR and her MWC keynote, which told Telco execs in no uncertain terms that now is the time to act on embracing public cloud. Back in Cloud City, content ruled the day with both theCUBE and Cloud City live stages, hosting public cloud thought leaders covering a wide range of topics to educate and inspire attendees. And in the beautiful space of Cloud City, the excitement grew throughout the day as we streamed MWC's exclusive keynote from Elon Musk. And preparations got underway for tonight's star performer, John Bon Jovi. It's an amazing day from groundbreaking keynotes into space and back to a star-studded performance. Don't forget, you can catch up on anything you missed and join us for the rest of the week at cloudcity.telcodr.com or following hashtag Cloud City. Okay, we're back. That was a great look at what's going on here in Cloud City. This next video, DR, you're going to love this. Your keynote highlights and some Bon Jovi highlights, which by the way was the most epic thing. People were packed. It was exciting. It was packed. Security could click in people, counting all the people. People are standing back. All the people from their booths are all coming in to watch. He was pumped. Let's take a look at this awesome highlight video from yesterday. That was a highlight reel yesterday. DR's got some action on stage, great messaging, revolution, digital revolution. You know, your comment about how you think like Elon Musk, that's inspiration from it. I mean, what a lot of people don't know is when you look at autonomous vehicles, remember you're driving down Palo Alto, you see one of those LiDAR things. He's doing away with LiDAR. It's too expensive, it's $7,000. He's taking it with cheap cameras and software down to a couple hundred bucks per vehicle. That's the way he thinks and you're doing the same thing to Telco. I am. I am. I'm trying to change Telco, right? I mean, he's changing the world. He might be one of the most important humans on earth right now. I don't think I'm exactly that level, but I'm trying to become a really important person in Telco. We have this great message. I think it's going to help Telcos get better businesses and I think it's a great idea. The folks out there watching, what is that big change? Are you going to drive down this cloud city street, main street of cloud city and just all about cloud? Because public cloud's here. It's going to become hybrid dynamics, operating models are changing. What is the key message that you'd like to send? I think all of the software in Telco needs to be rewritten. And that's how many millions of lines of code is that? And it's going to be shrunk down and put out on the public cloud and rewritten using the software legos of the public cloud. That is a big undertaking. No one's working on it. I'm working on it. I'm doing it. Let's go do it. Let's do it. And if you look out a couple of years, what would be a successful, what does checkmate look like in this chess game? I'm winning? How's checkmate? You're opening moves are damn good as we say in chess. I mean, I think it takes, again, it takes singular focus like Elon Musk on Mars. Someone needs to singularly focus on getting to the public cloud. And you can't sit there and protect your old business models, your CR revenue, if you're Amdox, right? Give that up. You start to give up their CR revenue to focus on public cloud. Then I'll be, okay, there's a worthy adversary out there really focusing on it. I mean, the late Clay Christensen had all the same things, innovation, dilemma. You get stuck here. What do you do? Do you kill your own, do you eat your own to bring in the new? I mean, all these things are going on. And this is a huge test. You have to be willing to burn some boats. This is about, I think it's transparency, simplicity and the consumer saying, hey, this is a great experience. That's the tell sign, right? And that's what we're going to see over this next decade. Consumers love their telco. I can't wait for that. I want to love my telco. Like you love Netflix. Yes, exactly. DR, we love you because you've got a bold vision. You're putting it out there and you're driving it. You're walking the top. Congratulations. And again, Cloud City is a home run great success. Thanks for having me. Yeah, thank you guys. As always, super fun. Great day. Okay, CUBE's coverage here. And remember, we're here getting all the action and it's all going to go online after asynchronous consumption. But right now it's all about Mobile World Congress and Cloud City. This is the action. And of course, Adam in Cloud City Studio is waiting for us and he's going to take it from here.