 Okay, welcome back to siliconangle.com's exclusive coverage of Hadoop world strata plus Hadoop world here in New York City We are all over the coverage here. We're blogging. We're bringing video in. This is our wrap-up segment of day one We were at IOD information on demand by IBM earlier in the week This is big day the week in New York City and for the wrap-up We're gonna have Dave Vellante from wikibond.org and Jeff Kelly big data analysts from wikibond.org Breakdown and summarize what happened in day one obviously had a lot of great interviews We extracted a lot of signal from the noise and shared that with you on siliconangle.com and those videos are available on youtube.com Slash silicon angle a lot of great signal guys a lot of great signal from the noise on the cube this is first day First we'll go down the line. We'll start with Dave your analysis so far of one of the interviews and your vibe here and your view of the show On day one I think the first thing I would note about the event itself John is Jeff and I were at the Strata conference in New York last year and it was much more subdued than this Or of course we were at Hadoop world and it was a lot of good action So I think putting Hadoop world and strata together O'Reilly has brought a lot of their professionalism and certainly Cloutiers brought a lot of the customers and so that's been a good combination One of the themes that we talked about early on at the top of the show was this notion of unification bringing You know real-time capabilities to Hadoop Unifying sequel and no sequel and we've seen that in spades. We saw hadapt who won the startup award last night. They were on Getting a lot of buzz at the show. We saw impala from cloud era. We had Jeff hammerbacher on talking about that Horton works is is working on similar things. We had map are on who is basically taking Essentially open source components like H base and improving on them And so we're seeing dramatically different models of people attacking the marketplace and I think it's good. I think it's healthy. We're also seeing You know a lot of little food fights going on, you know, should you shard the data should do not shard the data Where should you do etl should it be inside the data warehouse platform versus provider platform versus exactly? And so that says to me We're starting to make money at this. There's real deals going on because people are starting to three, you know throw punches The clouds are coming out money grabbers out the money's on the table. No, no, we're interested in the money No, no, it's about the community So now they got to fight for the money competition new entrants. It's economics. That's great and that drives innovation And it drives great great ratings for the cube. Of course the action is great for the cube because we get to we get to follow it all Jeff your assessment. Well, you know following what Dave said On both topics kind of some a little bit of the food fight and the and bringing the real time And we had rain soar on today They said we've been doing this for five years breaking kind of the sequel like capabilities and on top of hadoop You can run sequel queries or map reduce and do it in one platform Data stacks, you know, they take a different approach where it's the same same end result real time with kistandra and Big deep analytics with hadoop. So, uh, you know, we're starting to see some You know, this whole this whole co-operative thing is starting to get a little bit a little bit more serious on the Competition well and to that point you saw claudera put forth its new platform Impala does a lot of the things that its partners were doing with claudera So it's it's not a shot across the bow, but it's definitely a hey heads up. We're coming in that direction. Yeah, I think what's your take on exactly as as the hadoop platform providers distribution advice Providers add some of these more real-time type capabilities and you know wait till they start doing some more of the streaming capabilities and you know that that's A question one that will happen if or if it will happen, but as the platform matures You know the interactions or I should say the partnerships They have with the you know the mpp data warehouse players and some of the relational data data warehouse players Are going to be there's going to be a lot of stress on those relationships because if you can do those same capabilities within within a hadoop cluster Why do you need to why do you need a connector over to? A relational database. So, you know, we're not I agree with you It's not a shot across the bow because this is a much longer story. I mean, this is a five to ten year journey But that's the direction we're going. I mean we hear it from everybody. It's going to be one platform We're not going to nobody wants to have two clusters to do your real time and another one to do your your batch analytics So that's the direction we're going and you know, it's going to take a while to get there But you're going to see these relationships start to evolve to say the least John you were on on the big data trend back when cloud error was raising seed money You were early To this to this world, you know drag me in and thank you for that by the way years ago And so What's your take? You've seen it evolve now for the past over years. What do you see going on? Well, you know, I was early, you know the visionary as you know, Dave You are a trendspotter Visionary pioneer trendspotter all the and I just love love playing with the early tech And we pioneered silicon angle all the great stuff. So, you know get that, you know pat on the back Seriously, we would not be allowed to bring this most excellent coverage of silicon angle wiki bond to you without sponsorships And underwriters and I want to just put a shout out to cloud era Who's our headline sponsor for this event? Thanks to cloud era cloud era is the big data platform and oh riley they work on stuff that matters They're the ones holding the event map bar map bar is really stepped up to be a commercial grade platform They're doing things a little bit different at first. They looked at like a little quirky solution But they're proving they have less skeptical early on about map bar because we're saying oh close source There was this open source love and you know, we heard their ceo today saying how I'm an impatient person I wanted to solve a problem. So well, they're impressive You know when you see them in action you say hey these guys have chops And they just have a different approach but turns out the markets grow and they made a good bet And they're doing extremely well data stacks casandra. They're shifting back to get back into solid state They're doing some good work customers. We had one of their customers on today And these are all companies that have financially supports endorsed us through contributions And we're maintaining our independent coverage horton works adapt opera squirrel tableau rain store and many many more Want to thank them all for supporting the queue over the over the years and for this show But to answer your question about big data. Yeah, we've been there for a while and Washington crow has been great cloud era No one really kind of understood cloud era. In fact cloud era Was the name of the company and people like oh, it's a cloud era and then had dupe really sprung into action But they learned what we heard from google and that is the web scale companies like yahoo and and google Solved this big data problem. They had to just like the nsa did but they couldn't tell anybody right so They saw the vision umar awadallah Coined on the cube one of our first cubes. He saw the future and created it now. It's a completely big industry So i'm excited to be part of it. I was there at the beginning president creation We built our businesses around big data. So i'm excited. I think it's at the beginning I personally think that we're going to see deals come out of these conferences Dave that we're going to look back and saying hey remember when the industry is only a few thousand people And that the core kind of entrepreneurial community was like a couple dozen And that's where our relationships are formed people are doing deals on handshakes They have relationships and I believe that the competition question is going to get figured out because here's my opinion If you have sharp elbows in this market and try to grab money too fast You're going to fail. I'll tell you why because it's a huge opportunity I think that if i'm a startup and i'm a company out there is playing in this space Don't be greedy. You can just plenty of beach head for everybody I mean literally there's so much growth that I think it's more of a Collaboration people going to try to find their spots and as Dave we've called it the NASCAR race All the cars are kind of drafting off each other someone's in the lead And I think someone's going to slingshot eventually be the leader. There'll be a one two three in the in the different categories There'll be many categories, and I think that's why The capital markets are on fire right now over big data. It's an exciting time I mean, you know in the early days in the late 80s early 90s You wouldn't have been able to pick oracle as the leader in database I mean it was a it was a crowded field side base and formix certainly db2 was still really really You know a dominant player at the time oracle and and and others and it's like that today in this space I mean, it's really hard to to pick who's going to win and the other thing the other dynamic here is This market and jeff you did the first market sizing report This market is so much larger than anything we've we've seen before and I think the third dynamic here is that The big whales in this business that they they've been disrupted before You know the the pc guys killed the mini computer guys and you know the client server changed things the internet guys You know really, you know to disrupted industries The large companies that are out there Certainly guys like oracle ibm emc. They've seen this play before they want a piece of that action And they have a lot of cash and they're poised to participate in this and they're tugging You know at the innovation they're trying to take control of this Meanwhile the industry innovation is is is bubbling but certain certain plays are going to be made certain moves Are going to be made in the chess board that could really shake things up I want to ask jeff kelly question as we wrap up day one This hadoop world strata plus hadoop world You've been covering the space like a blanket you the first one put the first Market research report out you've been covering all the vendors. You know all the horses on the track Did this meet up with your expectations? And and what's here what surprised you and what didn't surprise you? I think the sheer level of Energy the the the stream of announcements coming out of the show. I mean it's just kind of boggles the mind What's going on here today? I mean keeping track of all the news is it's just Incredible, but what I think you know what it tells you some of the individual announcements may not be You know you can't kind of keep all of them straight But if you look take a step back and do a big picture look I think it's definitely some of the things around real time We're talking about big data applications. Those are two areas. We're really interested. You know what surprised me You know, I think you know we're seeing I think you kind of touched on it We're starting to see some more deals here. This is going to be there's business being done here This is not just a bunch of hackers talking about You know, hey look at the cool data visualizations that we can do now They're still doing that but there are there are real real real business being done here and you know, Dave we were at IBM and you know We we kind of it's an interesting contrast between the two but one of the things that's Similar there's there's business being done in both both both environments and To your point, you know IBM lots of acquisitions in the analytics space They're starting to get their big data messaging together You know some of these some of these companies we're seeing today And you know going to be acquired there's going to be a an acquisition spree at some point I think we're probably a little ways from that right now But it's really exciting times. I mean there's just so much so much action You know, there's so many big problems to solve and people coming at it from different angles And it's just a really exciting time. So tomorrow we will have a stacked lineup like we did today There are some folks that we did not get in I want to put a shout out to sap We're going to try to get you in tomorrow and a handful of other what the folks we were going to try to get in Microsoft we might bring them in for a demo. We had a killer demo today. That was very impressive with excel Horton works talked about that. So big day tomorrow here on silicon angle.com is the cube flagship telecast We've signal from the noise with wikibon.org. We'll see you tomorrow here at strata plus hadoop world And thanks to cloud era and map are for helping us do this in a slew of other partners including o'reilly media Thank you very much, and we'll see you tomorrow