 So, welcome to this special CUBE Conversations. I'm John Furrier and Palo Alto at the CUBE Studios for special conversations during tackles. General Manager of Dataos IO, part of Rubrik. Last time I interviewed you, you were the CEO. You guys got a choir. Congratulations. Thank you. Thank you, John. Very happy to be here. How'd that go? How'd the acquisition go? Excellent. You know, excellent. It was, I met Bipol, I think, you know, about August of last year. And, you know, it was, it was sort of perfect managed waiting to be happened, right? You know, we both were going after, after the broader, addressable opportunity of data management. I've enjoyed our previous conversations because you guys were a hot growing startup. And then you look at Rubrik, if you look at the success that they've been having, just the growth in data protection, the growth in cloud, you guys were on that with it from the beginning with Datos. Now you got a management team, you got all this growth. It is pretty fun to watch. And I'll see you locally in Palo Alto. So it's been interesting to see you guys. Huge growth opportunity. Cloud people are realizing that this is not a side decision, it's got to be done centrally. The customers are re-architecting to be cloud native, they're on-premises. We saw big industry movements happening with Amazon at VMworld, announcing RDS on VMware on-premises, which validates that the enterprises want to have a cloud operation for on-premises and in cloud. How has this shaped you guys? You have big news, but this is a big trend. Yeah, no, no, absolutely. So John, I think you rightly said the pace of innovation at rubric and the pace of market adoption is beyond everybody's imagination. And when I said that it was sort of a marriage waiting to be happened, is if you look at the data management time, it's close to 50 billion dollars. And you need to build a portfolio of products. You need to sort of think about the classical data center applications because on-premise is still there and on-premises is still a big part of spending. But if you look at where enterprises are racing to the cloud, they're racing given digital transformation, they're racing customer 360 degree experience. Every organization may be financials, may be healthcare, may be commerce wants to get closer to the end customers, right? And if you look underneath that macro trend, it's all this cloud native space, whether it be Kubernetes and Docker-based containers or it could be RDS, which is natively built in the cloud, or it could be, you know, hey, I want to now run Oracle in the cloud, right? And once you start thinking of this re-architecting stack being built in the cloud, you enterprises will not leap and spend those top dollars that they spend on-prem if they don't get a true durable data management stack. And one of the things that really was impressed when you started a data-house now, it's part of rubric, is you were a cloud up and down the stack. You were early on cloud. You guys thought like cloud native. Your operations was very agile. Everything about the company beyond the product was cloud. This is a critical success now for companies. They have to not just do cloud with product. Correct. Their operational impact has to be adjusted, how they do business, the supply chains, the value chains. The licensing, the pricing, right? This is the new model. And so this is where the data comes in. This is where the support comes in. You guys have some hard news. Datos, IO 3.0. What's the big news? Yeah, no, so John, as you said, you know, we've been very squarely focused on what we call the NoSQL Big Data Market, right? We, if you look at, you know, you talked about Amazon RDS, if you go to the Amazon business, Amazon database business is about $4 billion today, right? Just think about that. Take, you know, if you take a guess on number one database in Amazon native, it's not Oracle, it's MySQL. Number two, it's not SQL Server, it's MongoDB. So if you look at the cloud native stack, you know, we made this observation four years ago, as you said, that underneath this was all NoSQL. We really found that blue ocean, as we call it, the green field opportunity, and go build the next veritas for that space, right? And, you know, we, with 3.0, you know, people like to call it and you know, go kudos to his leadership, consolidate your gains. Once you find an island full of gold coins, you don't leave that island. You go double down, triple down, right? You don't want to distract your focus. So 3.0 is all about us focusing, you know, really sort of the announcements are rooted around three vectors, as we call it. You know, number one, if you look at why Rubrik was so successful, you know, you went into a pretty gorilla market of backup, but why Rubrik has been successful at the heart is this ease of use and simplicity. And we wanted to bring that culture into not only Datos team, but also into our product, right? So that was simplicity. You know, large-scale distributed systems that are difficult to deploy and manage. So that was the first part. Second part was all about, you know, if you look at Mongo, Mongo has gone from zero to four billion dollars in less than 10 years. Every Fortune 2500 global 2000 customer is using Mongo in some critical way. Why is that? I mean, people were always, I mean, of course we love MongoDB, but people were predicting their demise every year. Oh, it's never going to scale. I've heard people say, and again, this is competition. We knew who they are. But why is the success there? What, I mean, obviously no sequel and unstructured data is big tsunami and there's more data coming in the ever before. Why are they successful? Why are you guys done right now? That's why I enjoy being here. You know, you go to the why, not the what and the how. And the why is rooted for why MongoDB is so successful as application developers. Like we've all read this book, developers are the king makers of IT, not your IT and storage admins. And Mongo found that niche that if I can go build a database which is easier for an application developers, I will build a company. And that was the trend they built a company around. Fast forward is stock that is trading at $80 a piece to four billion plus in market capital. You know, I think the other thing I would just add, just riffing on that is that cloud helps because we're MongoDB horizontally scales. Elastic. The old critics were saying, thinking vertical scale, cloud really helps that. Absolutely. Absolutely. You know, it's, cloud is all about elastic resources, right? You turn it out and you turn it down. So, you know, what we found in the first, as you know, in the last two to three years journey of 1.0, 2.0, that we were having a great reception with MongoDB deployments and again, consolidate your gains towards Mongo. So that was the second vector, making data was get scaled out for MongoDB deployments, right? Number three, which is really my most favorite, was really around, you know, multi-cloud is here. Like no enterprise is going to really bet only on one form of Amazon or one form of Google Cloud. They're going to bet it across these multiple clouds, right? So, we were always on Amazon and Google. We now announced data was natively available on Amazon. So now if you have enterprise customers doing no SQL applications in Amazon, you can protect that data natively to the cloud, being that your cloud. So which class are you guys supporting now at 3.0? Can you just give the list? Yep, yep. So we supported Amazon from very early days, AWS. Majority of customers are on Amazon. Number two is Google Cloud. We have a great relationship with Google Cloud team, very entrepreneurial people also. And number three is Azure. The fourth, which is, you know, sort of a hidden Trojan horse is Oracle Cloud. We also announced data's on Oracle Cloud. Why you may ask? Because if you look at again, no SQL and data stacks in Cassandra, we saw a very healthy ecosystem building for Cassandra and Oracle Cloud for obvious reasons. And it was very good for us to follow that tailwind. And it's just that Oracle yesterday for a briefing and not kind of revealing a confidential major because it's all on the record. They're heavily getting into cloud native. They have to. They have to. There's no choice. You know, they cannot be like tiptoeing. They have to go all in. And microservices are a big thing. This is something that you guys now have focused on. Talk about the microservices. How does that fit in? Because you look at Kubernetes, Kubernetes is becoming that kind of TCP IP moment for the cloud world or TCP IP powered networks and created internet working. The inter cloud or the multi cloud relationship. All the cloud net. Kubernetes is becoming that core catalyst. Got containers on one side, service measures on the other. This brings in the data equation, stateful applications, stateless applications. This is going to change the game for developers. Absolutely. Now you have a backup equation. How do you know what's the backup? Correct. What's the data? Correct. What's the impact to you guys? So the announcement that we announced just to cover that quickly, is we were seeing that trend. If you look at these developers or these DBAs or database admins who are going to the cloud and racing to the cloud, they're not deploying OVA files. They're not deploying, as you said, IP network files, right? They want to deploy these as containerized applications. So running Mongo as a Docker container or Cassandra as a Docker container or Couchbase as a Docker container. And you cannot go to them as a data management product as a age-old mechanism of various bits and bytes. So we've announced two things. Datos is now available as a Docker container. So you can just get a Docker file and run your way. And number two is we can also protect your NoSQL applications that are Dockerized or that are containerized, right? And this really our first step into what you're seeing with Amazon EKS, right? Elastic Kubernetes service. If you saw NetApp announced yesterday a acquisition of Kubernetes as a service, right? And so our next step, now that we've enabled Docker container of Datos, is to how do we bring Kubernetes as a service on top of Docker? Because Docker to deploy orchestrate managed by itself is a little bit still a challenge. Yeah, containers is a stepping stone to orchestration. You need Kubernetes orchestrate the containers. That is correct. That is correct. All right, so summarize the announcement. If you had to boil it down, what's the 3.0? Yeah, no, so if I were to come back and give you the sort of the headline message, it is really our release to go crack open into the Fortune 500 global 2000 enterprises. As you remember, our 60% of our customers were already, what we call it internally, R2K global 2000 customers. So Datos, 60% of our customers were large Fortune 500 customers. They're running mission critical. And they're mission critical. So you're supporting mission critical applications? Absolutely, some of our biggest customers, ACI worldwide, one largest financial leading organization Home Depot that we've talked about in the past. Palo Alto Networks, the world's largest cloud security networking company. If you look at these organizations, they're running cloud-native applications today. And so this release is really our double down into cracking open the global 2000 enterprises and really staying focused at that market. And multi-cloud is critical for you guys. Oh, absolutely, any enterprise software company without a, especially a data company, right? At the end of the day, it's all about data. Theron, talk about why multi-cloud is so important. I'd love to get your expert opinion on this because you know, Kubernetes, you see what's coming around the corner with service meshes and all these, it's cool. So because it impacts the infrastructure with multi-cloud, certainly what everyone's asking about hybrid and multi-cloud. Why is multi-cloud important? What's the impact of multi-cloud? Great question, John. I think it's rooted in sort of three key reasons, right? Number one, if you look at what enterprises did back in the day, like history repeats itself, right? They never bettered only on IBM servers. They bought Dell servers, they bought HP servers. Never anybody bought bettered only on ESX as the virtual hypervisor platform. They're bettered on KBM and others, right? Similarly, if you look at these enterprises, the ones that we talked about, Palo Alto Networks, you know, they're going to run some of the applications natively on Amazon, but they want DR in Google Cloud. So think about a business use case being across clouds, that's the one, right? I want to run some applications in Amazon because of elasticity, ease of use orchestration, but I want to keep my DR in a different site, but I don't want to do a colo, right? I want to do another cloud. So that's one. Number two is, you know, some of your application developers are, you know, are in different regions, right? You want to enable sort of different cloud sites for them, right? So it's just locality, we're being more of a reason. And number three, which is actually probably, I think the most important is, you know, if you look at Amazon and what they have done with the book business, what they've done with others, e-commerce organizations, you know, like eBay, like Home Depot, like Foot Locker, they're very, very, of betting the farm on a retail organization. You know, fundamentally, Amazon is a retail organization, right? And so they will go bet their use cases on Google Cloud, they'll go bet their use cases on Azure Cloud. So it's like vertical, which vertical is prone and or more applicable to a particular cloud, if that makes sense. And so having multi-vendor has been around for a while in the enterprise, so multi-vendor just translates to multi-cloud. There you go. Yes, yes. All right, so how about what's going on with you guys? Next week is Microsoft Ignite, their big cloud show from Microsoft. You guys have a relationship with them in November, you announced a partnership, Rubrik and you guys are doing that. So what's going on with them? You're co-selling together, they joint develop, what's the update? You know, Ignite, so Microsoft, you know, giving an update on Microsoft and then Ignite, you know, as you know, John W. Thompson is on our board and, you know, fundamentally, you know, the product that we have built, you know, Azure team working with them, they've come to realize that it's a great product to bring data to the cloud, right? And we get you a very good strong product relationship with Microsoft. We have a co-sell, meaning their reps can sell Rubrik and get quota retirement. That's massive, right? Think for both the companies, right? And companies don't make those decisions, John, lightly. Those decisions are made very strictly. Quota relief is great. It's huge. Salesforce for you guys. Exactly, yeah. For us, specifically on Ignite, you know, with this release, we announced Azure. You know, we worked very closely with the Azure storage division. And, you know, when we pitched them, hey, we are now, Datos is available on Azure. The respect that we got was amazing. We had a Microsoft court in our press release and at Ignite next week, we have dedicated sessions talking about no SQL backups on Microsoft, natively being protected on Azure cloud. It's good for them, good for us. Huge announcement next week. It's good. You guys have done the work on the cloud. And it's interesting that early cloud adopters get some dividends on that. Just to summarize the chat here, if you had to talk to a customer who's watching or interested and sees all this competition out there, a lot of noise in the industry, how would you summarize your value proposition? What's the value that you're bringing to the table? How do you guys compete on that value? Why, Datos? Perfect, thank you. You know, if I were, you know, it's very, again, simple to do in one, two, three, right? Number one, we're helping you accelerate your journey to the cloud, right? You want to go to the cloud, we understand Fortune 500 enterprises want to race to the cloud. You don't want to race without protection, without data management. It's your data, it needs to be in your control. So that's one, we're helping you race to the cloud, yet keeping your data in your hands. Number two, you are buying a truly cloud native software, not a software that was built 20 years ago and shrink wrapped into a cloud. This is a product built into technologies which are cloud native, right? Elasticity, you can scale up Datos, you can scale out Datos, just like Amazon Resources. So you're truly buying a elastic, technologies-rooted data management product. And number three, you know, if you really look at cloud, cloud to you as a customer is all about, hey, can I build, not lift and shift cloud native? And you're adopting these new technologies, you don't want to not think about protection, management, DR, those critical business use cases. And thinking differently about cloud operations. Great to see you, Tarun. Thanks for coming on and sharing the news on Datos 3.0. Appreciate it. I'm John Furrier here in Palo Alto Studios with the general manager of Datos. I owe now part of Rubrik, formerly the CEO of Datos. Tarun Taksher, thanks for watching. I'm John Furrier, thanks for watching theCUBE.