 Live from Silicon Valley, it's theCUBE, covering Google Cloud, next 17th. Okay, welcome back everyone. We're here live in the Palo Alto studio, SiliconANGLE Media's theCUBE's new 4,500 square foot studio here in our studio. This is our sports center. I'm here with Stu Miniman, analyst at Wikibon on the team. I was at the event all day today, drove down to Palo Alto to give us the latest in-person updates as well as the past two days, Stu has been at the Analyst Summit, which is Google's first Analyst Summit, Google Cloud. And Stu, we're going to break down day one in the books. Certainly people starting to get on to there after meetups, parties, dinners and festivities. 10,000 people came to the Google Annual Cloud Next Conference. A lot of customer conversations, not a lot of technology announcements, Stu, but we got another day tomorrow. Hey, John, first of all, congrats on the studio here. I mean, you know, it's really exciting. I remember the first time I met you in Palo Alto, there was the corner in a, you know, Colo space, a couple of doors down for fries at the time. And look at this space, it's gorgeous studio, excited to be here, happy to do a couple of videos and I'll be in here all day tomorrow, helping to break down. Well, Stu, first it allows us to one, do a lot more coverage. Obviously, Google Next, you saw was literally a blockbuster, as Diane Green said. People were around the block, lines to get in, mass hysteria, chaos. They really couldn't scale the event, which is Google's scale. They didn't scale software, but scaling event. No room for theCUBE, but we're pumping out videos. We did, what, 13 today? We'll do a lot more tomorrow and get more now, so you're going to be coming in as well. But also we had on the ground, because we had phone call ins from Akash Agarwal from SAP. We had an exclusive video with Sam Yen, who was breaking down the SAP strategic announcement with Amazon, I mean, Google Cloud. And of course we have, you know, a post going on siliconangle.com, a lot of videos up on youtube.com, so at siliconangle. Great commentary, and really the goal was to continue our coverage at Siliconangle, theCUBE and Wikibon in the cloud. Obviously we've been covering the cloud since it's really been around. I've been covering Google since it was founded. So we have a lot of history. We have a lot of inside baseball, certainly here in Palo Alto, where Larry Page lives in the neighborhood, friends of Googlers. So the utmost respect for Google, but really, I mean, come on, the story, you can't put lipstick on a pig. Amazon is crushing them. And there's just no debate about that. And, you know, people are trying to put that out there. I wrote a post this morning to actually try to illustrate that point. You really can't compare Google Cloud to AWS because they're just two different animals do. And my point was, okay, you want to compare them? Let's compare them. And we're well briefed on the cloud players and you guys have the studies coming out of Wikibon. So there it is. And my post pretty much sums up the truth, which is Google's really serious about the enterprise. They're making steps. There's some holes, there's some potential fatal flaws in how they allow customers to park their data. They have some architectural differences. But Stu, it's really a different animal. I mean, it's apples and oranges in the cloud. I don't think it's worthy of complaining because certainly Amazon has the lead, but you have Microsoft, you have Google, you have Oracle, IBM, SAP. They're all kind of in the cluster of this NASCAR formation where they're all kind of jockeying around. Some go ahead and it really is a race to get the table steak features done. And really truly be a contender for the enterprise. So you can be serious about the enterprise and say, hey, I'm serious about the enterprise, but to be serious winner and leader are two different ball games. Okay, yeah, and a lot to kind of break down here, John, because first of all, some logistical challenges, absolutely, they scaled that event really big. And kudos to them, 10,000 people, a lot of these things came together last minute. They treated the press and analysts really well. We got to sit up front. They had some good sessions. You just tweeted out, you know, Diane Greene in the analyst session and in the Q&A after, absolutely nailed it. I mean, she is an icon in the industry. She's brilliant, you know, really impressive. And she's been pulling together a great team of people that understand the enterprise. But who is Google going after and how do they compete against some of the other guys is really interesting to parse because some people were saying in the keynote, you know, we heard more about G Suite than we heard about some of the cloud features. Some of that is because they're going to do the announcements tomorrow. And you keep hearing all this G Suite stuff and it makes me think of Microsoft, not Amazon. It makes me think of, you know, Office 365. And we've been hearing out of Amazon recently, they're trying to go after some of those, you know, business productivity applications. They're trying to go where Microsoft is embedded. We know everybody wants to go after companies like, you know, IBM and Oracle and their applications because, you know, Google has some applications but really their strength has been on the data. You know, the machine learning and the AI stuff was really interesting. Dr. Fei-Fei Lee from Stanford, you know, really good piece in the keynote there. When they hired her not that long ago, you know, the community really perked up and it was really interesting. And, you know, everybody seems to think that, you know, this could be the secret weapon for Google. I actually asked them, I'm like in some of the one-on-ones, you know, is this the entry point or most people coming for this piece of when it's around these data challenges and the analytics and coming to Google and they're like, well, it's part of it but no, we have a broad play, you know, everything from devices through G Suite and, you know, last year when they did the show it was all the cloud and this year it's kind of the full enterprise suite that they're pulling in so there's some of that sorting out the messaging and how do you pull all these pieces together? As you know, when you've got a portfolio it's like, oh well, you know, I got to have a customer for G Suite and then when the customer's up there talking about G Suite for a while it's like, wait, it's- Wait a minute, is this a software, is this a SaaS show? Is this a workplace productivity show or is this a cloud show? Again, this is what my issue is. First of all, you know, the insight is very clear. When you start seeing G Suite that means that they got something else that they either hiding or waiting to announce but the key though that is they had customers and that was one important thing. I pointed out in my blog post to me what I'm looking for is competitive wins and I want to parse out the G Suite because it's easy just to lay that on. Microsoft does what 365 of Office, Oracle does what they're stuffing and it does kind of make the numbers fuzzy a little bit but ultimately, you know, where's the beef on infrastructure as a service and platform as a service? And John, you know, good customers out there. Disney, Colgate, SAP as a partner, HSBC, eBay, Home Depot which was a big announcement with Pivotal, you know, last year and Verizon were there. So, you know, these are companies, we all know them. You know, Dan Green was joking, you know, Disney's going to bring their magic onto our magic and make that work. So, you know, real enterprise use cases, they seem to have, you know, some good push around developers, they just acquire Kaggle, you know, which is, you know, working in some of that space. Apogee. But, yeah, Apogee, they got last year. Apogee's an API company, come on. What does that relate to? It has nothing to do with the enterprise. It's an API management solution. Okay, yes, I guess it fits the stack for cloud native and for developers. I get that, but this show has to nail the enterprise too. John, you remember back four years ago when we went to, you know, the re-invent show for the first time and it was like, they're talking to all the developers and they haven't gotten to the enterprise and then they overpivoted to enterprise and I listened to the customers that were talking and keynote today and I said, you know, they're talking digital transformation but it's not like GE and Nike getting up on stage being like, we're going to be a software company, we're hiring lots of people. Moving our data center over. And we're calling all of our stuff. It's like, oh, yeah, Google's a good partner and, you know, we're using them, but. Yeah, but to be fair, Stu, let's be fair for a second. First of all, let's break down the keynote. And then we'll get to some of the things about being fair. Number one, people should be fair to Diane Greene because I think that the press and the coverage of it, looking at the media coverage is weak. And I'll tell you why it's weak because everyone's the same story is, oh, Google's finally serious in the cloud. That's old news. Diane Greene from day one says we're serious with the cloud. That's not the story. The story is, can they be a serious contender? That's number one. On the keynote, one, customer traction. I saw that slide up there. Yeah, the G Suite in there, but at least they're talking customers. Number two, the SAP news was strategic for Google. SAP now has Google cloud platform. I mean, Google cloud support for HANA and also the SAP cloud platform. And three, the chief data science from AI, as you pointed out. To me, those were the three highlights of the keynote. Each one thematically represents at least a positive direction for Google at big time, which is, one, customer adoption, the customer focus. Two, partnerships with SAP. They had Disney up there. And then three, the real game changer was can they change the AI machine learning? TensorFlow has a ton of traction. Intel, Xeon chips now are optimized with TensorFlow. Yeah, yeah. This is Google. TensorFlow, Kubernetes is a really interesting thing. And it's interesting, John. I think if the media listened to Eric Schmidt at the end, he was talking straight to them. He's like, look, bullet one, 17 years ago, I told the Google that this is where we need to go. Bullet two, $30 billion. I'm investing in infrastructure. And yes, it's real because I had to sign off on all of this money. And we've been all saying for a while, it's like, is this another beta from Google? Is it serious? There's no ad revenue. What is this? And Diane Greene in the Q&A afterwards, somebody talked about perpetual beta seems to be Google. And she's like, look, I want to differentiate. We are not the consumer business. The consumer business might kill something. They might change something. We're positioning that this is a cloud that the enterprise can build on. We will not deprecate something. We will support today. We'll support the old version. We will support you going forward. Big push for a channel, go to market, service and support because they understand that that's where those must have used Google for years, understand that where do I call for Google? Come on, no. But they're very weak on that. And we broke that down with Tom Kemp earlier from Centrify where Google's play is very weak on the sales and marketing side. Yeah, I get the service piece. But go back to Diane Greene for a second. She is an incredible savvy enterprise executive. She knows cloud. She moved from server to virtualization and now she can move virtualization to cloud. That is her playbook. And I think she's well suited to do that. And I think anyone who rushes to judgment on her keynote, given the fail of the teleprompter, I think it's a little bit overstepping their bounds on that. I think it's fair to say that she knows what she's doing, but she can only go as fast as they can go. And that is, you can't hope that you're further along that the reality is it takes time. Security and data are key points. On your point you just mentioned, that's interesting because now the war goes on. Okay, Kubernetes, the microservices, some of the things going on in the application side as trends like serverless come onto it where you're looking at the containerization trend that's now gone to Kubernetes. This is the battleground. This is the ground that we've been at DockerCon. We've been at Linux. CNCF has got huge traction, the cloud native compute foundation. This is key. Now that being said, the marketplace never panned out, Stu, I'm going to get your analysis on this because you cover this. A few years ago the world was like, oh, I want to be like Facebook. We've heard the Uber of this and the Airbnb of that. Here's the thing. Name one company that is the Facebook of their company. It's not happening. There is no other Facebook and there is no other Google. So run like Google is just a good idea and principle, horizontally scalable, having all the software, but no one is like Google. No one is like Facebook and the enterprise. So I think that Google's got to downclock their messaging. I won't say dumb down. Maybe I'll just say slow it down a little bit for the enterprise because they care about different things. They care more about SLA than pricing. They care more about data sovereignty than the most epic architecture for data. What's your analysis? John, so some really good points there. So there's a lot of technologies where like this is really cool and Google's the biggest of it. Remember that software defined networking? We spent years talking about, well, the first big company we heard about was Google and they got up on stage. We're the largest SDN deployer in the world on that and that's like great. So if you're the enterprise, don't deploy SDN. Go to somebody else that can deliver it for you. If that's Google, that's great. DockerCon, the first year they had 2014. Google got up there, talked about how they were using containers and containers and they spin up and spin down two billion containers in a week. Now nobody else needs to spin up two billion containers in a week and do that down. But they learn from that. They built Kubernetes all of it. Well, I think that's a good leadership position but it's a leadership position to show that you got the mojo which again, this is again what I like about Google's strategy is they're going to play the technology card. I think that's a good card to play but there are some just table stakes that they got to nail. One is the certifications, the security of the data but also the sales motions. Going into the enterprise takes time and our advice to Diane Greene was don't screw with the Google culture. Keep that technology leadership and buy somebody. Buy a company that's got a full blown sales force. But John, one of the critiques of Google has always been everything they create, they create it like for Google and it's too Google-y. I talked to a couple of friends that know AWS for a while and when they're trying to do Google, they're like, boy, this is a lot tougher. It's not as easy as what we're doing. Google says they want to do a lot of simplicity. You touch on pricing. It's like, oh, we're going to make pricing so much easier than what Amazon's doing. Amazon reserve instances is something that I hear a lot of negative feedback in the community on. And Google is like, it's much simpler but when I've talked to some people that have been using it, it's like, well, in general it should be cheaper and it should be easier but it's not as predictable and therefore it's not speaking to what the CFO needs to have. I can't be getting a rebate sometime down the road based on some advanced math. I need to know what I'm going to be getting and how I'm going to be using it. That's good points too and this comes down to the consumability of the cloud. What Amazon has done well and this came out of many interviews today but it was highlighted by Val Bertrovici who pointed out that Amazon has made their service consumable by the enterprise. I think that's important. Google needs to start thinking about how enterprises want to consume cloud and hit those points. The other thing that Val and I teased out was kind of some new ground and he coined the term or used the term maybe he coined it, maybe not, not sure. Empathy, enterprise empathy. Google has developer empathy. They understand the developer community. They're rock solid on open source. They're mojo's, phenomenal on technology. AI, et cetera, TensorFlow, all that stuff's great. Empathy for the enterprise, not there. And I think that's something that they're going to have to work on and again that's just evolution. You mentioned Amazon our first event. Developer, developer, developer. I mean Pat Gelsinger once called AWS the developer cloud. Now they're truly the enterprise cloud. Took three years for Amazon to do that. So you just can't jump to a trajectory. This huge amount of diseconomies of scales do to try to just be an enterprise player overnight because we're Google. That's just not going to fly. And whether it's sales motions, pricing and support, security, this is hard. Yeah, and sorting out that go-to-market is going to take years. You need to see a lot of the big SIs are there. PWC, everywhere at the show. Accenture, big push of the show. We saw that a year or two ago at the Amazon show. I talked to some friends in the channel and they're like, yeah, Google's still got work to do. They're not there. Look, Amazon has work to do on the go-to-market and Google is still a couple of years. I mean, Amazon's no spring chicken here. I mean, they're quietly, slowly ramping up, but they're not in a good position with their sales force vis-a-vis where they want to be. Let's talk about technology now. So tomorrow we're expecting to see a bunch of stuff. And one area that I'm super excited about with Google is if they can have their identity identified and solidified with the mind of the enterprise, make their product consumable, change or adjust or buy a sales force that could go out and actually sell to the enterprise, that's going to be key. But you're going to hear some cool trends that I like and if you look at the TensorFlow and the relationship Intel, we're going to see Intel on stage tomorrow coming out and during one of the keynotes. And you're going to start to see the Xeon chip come out and you start to see now the Silicon piece. And this has been a data center nuance to do as we talked about with James Hamilton at Amazon which is having hardware being optimized for software really is the key. And what Intel's doing with Xeon and we talked to some of their people today about it is that the cloud is like an operating system. It's a global computer if you want to look at that. It's like a mainframe, the software mainframe is as it's been called. You want a diversity of chip sets from two cores Adam to 72 cores Xeon. And have them being used in certain cases whether it's programmable Silicon or whether it's GPUs, having these things in use case scenarios where the chips can accelerate the software evolution to me is going to be the key state of the art innovation. I think if Intel continues to get that right companies like Google are going to crush it. Now Amazon they do their own, right? So this is going to be another interesting dynamic. Yeah, it was actually one of the differentiating points Google saying is like, hey you can get the Intel Skylight chip on Google Cloud probably six months before you're going to be able to just call up your favorite OEM of choice and get that in there. And it's an interesting move because we've been covering for years John. Google does a ton of servers and they don't just do Intel they've been heavily involved in the open power movement. They're looking at alternatives. They're looking at low power. They're looking at from their device standpoint. I mean, they understand how to develop to all of these pieces. They actually gave to the implementers, the press and the analysts. Just like at Amazon, we all walked home with Echo Dodge. Everybody's walking home with the Google Homes. So what's that? Did you get one? I did get one disclaimer. Yeah, I got one. I'll be playing with it home. I figure you can have Alexa in Google talking. Is it an evaluation? You have to give it back or do you have to keep? No, I'm pretty sure they just let us keep that. Tainted. But what I'm interested to see, John, is we talk like serverless. So I saw a ton of companies that were playing with Alexa at re-invent and they've been creating tons of skills. Lambda currently has the leadership out there. Google leverages serverless in a lot of their architecture. It's what drives a lot of their analytics on the inside. Coming into the show, Google Cloud Functions is alpha. So we expect them to move that forward but we will see what the announcements come tomorrow. But you would think if they're, try to stay that leadership there. Actually, I got a statement from one of the guys that works on the serverless and Google believes that for functions, that whole serverless to really go where it needs to be, it needs to be open. Google isn't open sourcing anything this week as far as I know, but they want to be able to move forward. They're doing great in open sourcing. I think one of the things that, not to rush to judgment on Google, and no one should by the way. I mean, certainly, we put out our analysis and we stick by that because we know the enterprise pretty well. Very well, actually. So the thing that I like is that there are new use cases coming out and we had someone came on the queue here, Tarun Thakkar, who's with Datos, D-A-T-O-S dot I-O. They're reimagining data backup and recovery in the cloud. And when you factor in I-O-T, this is a paradigm shift. So I think we're going to see use cases, and this is a Google opportunity where they can actually move the goalposts a bit on the market by enabling these new use cases, whether it's something that might seem pedestrian, like backup and recovery, certainly re-imagining that's huge. That's going to take impact as the data domains of the world and whatnot that's pretty much on-prem. These new use cases are going to evolve, and so I'm excited by that. But the key thing that came out of this, and this is where I want to get your reaction on, is multi-cloud. Clearly, the messaging in the industry over the course of events that we've been covering and highlighted today on Google Next is multi-cloud is the world we are living in. Now, you could argue that we're all in Amazon's world right now, but as we start developing, you're starting to see the emergence of cloud service providers. Cloud service providers are going to have some tiering, certainly the big ones, and then you're going to have secondary partner-like service providers. And Google putting G Suite into the mix and Office 365 for Microsoft and Oracle putting their apps in their cloud stuff highlights that the SaaS market is going to be very relevant. If that's the case, then why aren't we putting Salesforce in there? Adobe, they all got clouds too. So if you believe that there's going to be a specialism around clouds, that opens up the notion that there'll be a series of multi-cloud architectures. So Stu. Yeah, so I mean, John, first of all, right? BS, real, I mean, what's going on? Cloud is this, you know, big broad term. From Wikibon's research standpoint, SaaS today is two thirds of the public cloud market. We spend a lot of time talking in revenue, revenue standpoint. So absolutely, Salesforce, Oracle, Infor, Microsoft, you know, all up there, big dollars. If we look at the much smaller part of the world that's infrastructure as a service, that's where we're spending a lot of time. And platforms as a service, which Gardner kind of bundles in, that's how Gardner looks at it. Yeah, well, it's interesting, you know, this year we're saying PaaS as a category goes away. It's either SaaS plus or, I'm sorry, it's SaaS minus or infrastructure plus. So look at what Salesforce did with Heroku, look at what company service now we're doing. You know, yes, there are solutions. Why is PaaS going away? What's the thesis? What's the premise of that for Wikibon research? You know, if we look at what PaaS, the idea was it's tied to languages, things like portability. There are other tools and solutions that are gonna be able to help there. Look at, you know, Docker came out of a PaaS company, DotCloud, there's a really good, you know, article from one of the Docker guys talking about the history of this. And you and I are gonna be at DockerCon. John, from what I hear, we're gonna spend a lot of time talking about Kubernetes at DockerCon. OpenStack Summit is gonna be talking a lot about- By the way, Kubernetes originated at Google. Yeah, yeah. Another cool thing from Google. All right, so, you know, the PaaS is a market, even if you talk to, you know, the Cloud Foundry people, the OpenShift people, you know, the term we got how to year ago was PaaS is PaaS-A, you know, was the nice pithy line. So it really feeds into, because just some of these categorizations are what we as industry watchers have put in there. When you talk to Google, it's like, well, why are they talking about G Suite and Google Cloud and even some of their pieces? This is our bundle that we put together. When you talk to Microsoft and talk about cloud, it's like, oh, well, you know, they're including Skype and that, they're including Office 365. I'm like, well, that's part of our productivity, that's part of our overall solutions. You know, Amazon, even when you talk to Amazon, it's not like there are two separate companies. There's not AWS and Amazon. It's one company- Are we living in a world of alternative facts too? I mean, Larry Ellison coined the term, fake cloud, talking about Salesforce. I'm not gonna say Google's a fake cloud because certainly it's not. But when you start blending in these numbers, it's kind of shifting the narrative to having alternative facts, certainly rescuing the revenue numbers. To your point, if pass goes away because the SaaS minus is that lower down the stack, because if you have microservices and orchestration, it kind of thins that out. So one, that's that the case. And then I saw your tweet with Sam Ramjay. He formerly ran Cloud Foundry. He's now at Google, knows his stuff, X Microsoft guy. Very strong dude. What's he take? You get a chance to chat with Sam at all? Yeah, so I mean, it was interesting because Sam, right, coming from Cloud Foundry, he said what Cloud Foundry was, one of the things they were trying to do was to really standardize across the clouds. And of course, little bias that he works at Google now, but he's like, we couldn't do that with Google because Google had really cool features. And of course, when you put an abstraction layer on, can I actually do all the cool stuff? So he's like, oh, we couldn't do that. Sure, if you talk to Amazon, they'll be like, come on. Thousand features we announced last year. Look at all the things we have. It's not like you can just take all of our pieces and use it there. Yes, at the VM or container or application microservices layer, we can sit on a lot of different clouds, public or private. But yeah, so as we said today, cloud is not a utility. John, you've been in these discussions for years and we've talked about, oh, I'm just going to have a cloud broker and go out in the service. It's like, this is not, you know. Well, look, I'm not buying from, Domino's and Pizza Hut, and it's, you know, a pepperoni pizza is a pepperoni pizza. Well, multi-cloud and moving workloads across clouds is a different challenge. And certainly I might have to have some stuff here. I mean, to put some data and edge my bets on leveraging all the services. But this brings up the total cost of ownership problem. If you look at the trajectory, say OpenStack, just as a random example, OpenStack at one point was had a great promise. Now it's kind of niched down into infrastructure service. I know you're going to be covering that summit in Boston. And it's going to be interesting to see how that is. But the word in the community is that OpenStack is struggling because of the deployment challenges involved with it. So to me, Google has an opportunity to avoid that OpenStack kind of concept because, you know, in talking about Sam Ramje, open source is the wild card in all this. So if you look at open source, and if you believe that that past layer is turning down to be infrastructure and SaaS, then you got to look at the open source community and that's going to be a key area that we're certainly watching and we've identified and we've mentioned it before. But here's my point. If you look at the total cost of ownership, if I'm a customer, let's do, I'm like, okay, if I'm going to just move to the cloud, I need to rely and lean on my partner, my vendor, my supplier, Amazon or Google or Microsoft or whoever to provide really excellent manageability, really excellent security because if I don't, I have to build it myself. So there's becoming the shark fin, the tip of the iceberg that you don't see the hidden cost because I would much rather have more confidence in manageability that I can control, but I don't want to have to spend resources building manageability software if the stuff doesn't work. So there's the issue about multi-cloud that I'm watching, your thoughts? Yeah, so... Or is that two new ones? So no, no, first of all, one of the things is if I look at what I was doing on-premises before versus public cloud, yes, there are some hidden costs, but in general, I think we understand them a little bit better in public cloud and public cloud gives us a chance to do a do-over for things like security, which most of us understand that security is good in public cloud. Security overall, lots of work to do. Challenges, not security, isn't the same across all of them. We've talked to plenty of companies that are helping to give security across clouds, but this multi-cloud discussion is still something that is sorting out. Portability is not simple, but it's where we're going today. Most companies, if I'm not really small, have some on-prem pieces and they're leveraging at least one cloud. They're usually using many SaaS providers and there's this whole giant ecosystem, John, around the cloud management platforms because managing across lots of environments is definitely a challenge. There's so many companies that are trying to solve them and there's just dozens and dozens of these companies attacking everything from licensing to the data management to everything else. So there's a lot of challenges there, especially the larger you get as a company, the more things you need to worry about. So, Stu, just to wrap up our segment, great day. I wanted just to get some color on the day and highlighting some parody from the web is always great. Just got a tweet from fake Andy Jassy, which we know isn't really Andy Jassy, but Cloud Opinion was very active, the hashtag that Twitter handle Cloud Opinion, but he had a medium post and he said, Eric Schmidt was boring, Diane Greene was horrible. Unfortunately, day one key notes were missed opportunity. They left several gaps, failed to portray Google's vision for Google Cloud. They could have done the following. A, explain the vision for the cloud, where do they see Google Cloud going? Identify customer use case that shows sample and customer adoption. They kind of did that, so I discount that. My favorite line is this one. Differentiate from other cloud providers. Quote, we're Google, damn it, isn't working so well. Neither is indirect shots at S3 downtime work that didn't work either as well as either. Where's the customer's journey going and what's the most compelling thing for customers? This phrase, we're Google, damn it, has kind of speaks to the arrogance of Google, and we've seen this before, and I always say Google doesn't have a bad arrogance. I like the Google mojo. I think the technology, they run hard, but they can sometimes, like, hey, customer support, self-service, no one knows, you can't really get someone on the phone. It's hard to get replies from Google. Check our YouTube video, we own that too, don't you know that? So this is a perception of Google. This could fly in the face and that arrogance might blow up in the enterprises. The enterprises aren't that sophisticated to kind of recognize the mojo from Google and then say, hey, I want support. I want SLAs, I want security. I want data flexibility, which you thought. So Claude Opinion wrote, I thought a really thoughtful piece leading up to it that I didn't think was satire. Some of what he's putting in there is definitely satire. Some of it's kind of true, though. From the keynote. I did not get a sense in the meetings I've been in or watching the keynote that they were arrogant. It was, you know, they're growing, they're learning, they're working with the community, they're reaching out, they're doing a bunch, they're doing all the things we think they need to do. They're listening really well. So, yes, I think the keynote was a missed opportunity overall, but. But that was, gotta give, you know, point out that was a teleprompter fail. Yeah, well that was a piece of it, but even, you know, we felt, you know, with a little bit of polish, some of the interactions would have been a little bit smoother. I thought Eric Schmidt's, you know, piece was really good at the end. As I said before, the AI discussion was enlightening and really solid. So, you know, I don't give it a glowing rating, but I'm not ready to trash it. And tomorrow is when they're gonna have the announcements. And overall, there's good buzz going at the show. There's lots going on. Give them a letter grade. For the keynote or the show in general. So far, your experience as an analyst, because you had to give them credit. I agree with you. First analyst conference. They are listening and the slides show it. You see what they're doing. They're not, they're being humble. They didn't take any real direct shots at the competitors. Yeah, and that is something that I think they could have helped to, you know, focus on some of that differentiate a little bit. It's something we had to pry out of them and some of the one-on-ones is like, come on, you know, what are you doing? And they're like, oh, we're winning 50, 60% of our competitive deals. And like, well, explain to us why, because we're not hearing it. You're not articulating it as well. It's not like we expect them, you know, it's like, oh, wait, they told us we're arrogant. Maybe we should be super humble now. It's kind of interesting that they're here. I don't think that they're thinking that way. I think my impression of Google knowing the company's history and the people involved there, and Diane Greene in particular, as you know from the VMware days. She's kind of humble, but she's not. She's tough and she's good. And she's smart, so. She's bringing in really good people. By the way, John, what I want to give them kudos, really supported International Women's Day. You know, I love the, you know, Fei-Fei got up and she talked about her, you know, one of her compatriots, another badass woman up there that got like one of the big, you know, moments of the keynote there. So. Did they have a women in tech panel? Not at this event because they had, I mean, Diane was there, Fei-Fei was there. They had some women just participating in it. That's great. Any other events going on throughout the show? I agree, and I think it's awesome. I think one of the things that I like about Google, and again, I'll reiterate, is that Apple's and Orange is relative to the other Cloud guys. But remember, just because Amazon lead is so far ahead, that you still have this jockeying of position between the other players, and they're all taking the same pattern. Again, this is the same thing we talked about at our other analysis, is that certainly, at Reinvent, we talked about the same thing. Microsoft, Oracle, IBM, and now Google are differentiating with their apps. And I think that's smart. I don't think that's a bad move at all. I think it does telegraph a little bit that maybe they could have more to show. We'll see tomorrow. But I don't think that's a bad thing. Again, it does make the numbers a little messy in terms of what's what. But I think it's totally cool for a company to differentiate on their offering. Yeah, definitely. And John, as you said, Google is playing their game. They're not trying to play Amazon's game. They're not, you know, Oracle's thing was what? You know, you kind of get a little bit of the lead and kind of just make sure how you attack and stay ahead of what they're doing, kind of the voting analogy there. But, you know, Google knows where they're going, moving themselves forward. They've made some really good progress. I mean, you know, the amount of people, the amount of news they have, are they moving fast enough to really try to close a little bit on the Amazon's world is something I want to come out of this show with? You know, where are customers going? And it's a turbulent time, too, as Peter Burris, our own Peter Burris at Wikibon, would say it's a turbulent time. And it's going to really put everyone on notice. There's a lot to cover if you're an analyst. I mean, you have compute, network storage, services. I mean, there's a slew of stuff that's being rolled out, either in table stakes for existing enterprises, plus new stuff. I mean, I didn't hear a lot of IOT today. Did you hear much IOT? Is there IOT coming? You had the briefing. Come on, I'm sure there's some service coming out from Google that'll help us be able to process all this stuff much faster. Well, they'll just replace this with me. So you're in the analyst meeting. I know you're under NDA, but is there IOT coming tomorrow? IOT was a term that I heard this week, yes. Okay, so, all right, that's a confirmation. Stu cannot confirm or deny that IOT will be there tomorrow. Okay, well, that's going to end day one of coverage here in our studio. As you know, we've got a new studio. We have folks on the ground. You're going to start to see a new cube formula where we have in-studio coverage and out in the field at our normal cube, our game day, as we say. I'm getting all the signal extracting it from that noise out there for you. Again, in-studio allows us to get more content. We bring our friends in. We want to get the content. We're going to get the summaries and share that with you. I'm John Furrier, Stu Miniman, day one coverage. We'll see you tomorrow for another full day of special coverage sponsored by Intel, two days of coverage. Want to thank Intel for supporting our editorial mission. We love the enterprise. We love the cloud. We love big data. Love smart cities and autonomous vehicles and the changing landscape and tech. We'll be back tomorrow. Thanks for watching.