 The Cube presents Ignite 22, brought to you by Palo Alto Networks. Welcome back to Las Vegas. It's the Cube covering Palo Alto Networks 22 from the MGM grand, Lisa Martin with Dave Vellante. Dave, we are going to unpack in the next few minutes what we heard and saw at day one of Palo Alto Networks Ignite. A lot of great conversation, some great guests on the program today. Yeah, last Cube event of the year, probably the last major tech event of the year, it's kind of an interesting choice of timing two weeks after re-invent, but you know this crowd is, it's a lot of like network engineers, sec ops pros, there's not a lot of suits here. I think they were here yesterday, all the partners, we talked to Carl Sutherland about hey, these guys want to know how do I grow my business? So it was a lot of C level executives talking about their business and how they partnered with Palo Alto to grow. The crowd today is really hardcore security professionals. So we're hearing a story of consolidation. Yes. No surprise, we've talked about that and reported on it quite extensively. The one big takeaway, and I came in, as you know, wanting to understand, okay, can you through M&A maintain, build a suite of big, big portfolio and at the same time maintain best of breed? And the answer was consistent. We heard it from Nikesh, we heard it from near Zook. The answer is you can't be best of breed without having that large portfolio, single data lake, single version of the truth if there is such a thing. That was interesting that in security, you have to have that visibility. I would imagine that's true for a lot of things. Data, see what snowflake and Databricks are both trying to do, now AWS. So the joint we heard that last week. So that was one of the big takeaways. What were some of your thoughts? Just impressed with the level of threat intelligence that Unit 42 has done. I mean, we had Wendy Whitmore on, she was one of the alumni, great guest. The landscape has changed so dramatically. Every business in any industry, nobody's safe. They have such great intelligence on what's going on with malware, with ransomware, with smishing that they're able to help organizations on their way to becoming cyber resilient. We've been talking a lot about cyber resiliency lately. I always want to understand, well, what does it mean? How do different organizations and customers define it? Can they actually really get there? And Wendy talked about, yes, it's a journey, but organizations can achieve cyber resiliency, but they need to partner with a Palo Alto Networks to be able to understand the landscape and ensure that they've got security established across their organization as it's now geringly multi-cloud. Yeah, she's a blonde-haired Wonder Woman superhero. I was asked security pros that question. But when you talk to people like Wendy Whitmore, Kevin Mandia, somebody else, and the people at AWS or the big cloud companies who are on the inside looking at the threat intelligence, they have so much data and they have so much knowledge. They analyze, they identify the fingerprints of nation-states, different criminal organizations, and the one thing I think it was Wendy who said, maybe it was somebody else, I think it was Wendy, that they're tearing down and reforming, right? After they're discovered, okay, they pack up and leave. They're like, you know, Oceans 11. Okay, and then they recruit them and bring them back in. So that was really fascinating. Near Zook, we'd never had him on theCUBE before. He was a tremendous founder and CTO of Palo Alto Networks. Very opinionated, very clear thinker, basically saying, look, your SOC is going to be run by AI within the next five years. And machines are going to do things that humans can't do at scale is really what he was saying. And then they're going to get better at that and they're going to do other things that you have done well, that they haven't done well, and then they're going to do well. And so this is an interesting discussion about, I remember, you know, we had an event with MIT, Eric Brynjolfsson and Andy McAfee, they wrote the book, Second Machine Age, and they made the point, machines have always replaced humans. This is the first time ever that machines are replacing humans in cognitive functions. So what does that mean? That means that humans have to rely on creativity. There's got to be new training, new thinking. So it's not like you're going to be out of a job. You're just going to be doing a different job. Right, I thought Neerazook did a great job of explaining that we often hear people that are concerned with machines taking jobs. And he did a great job of, and you did a great recap of articulating the value that both bring and the opportunities to the humans that the machines actually deliver as well. Yeah, so, you know, we didn't get deep into the products today, tomorrow. We're going to have a little bit more deep dive on products. We did, we had some partners on AWS came on, talked about their ecosystem, BJ Jenkins, so BJ Jenkins again, I mean, super senior executive. And if I were, Nakesh, and he's doing exactly what I would do, putting him on a plane and saying, go meet with customers, go make rain. Right, and that's what he's doing. He's an individual who really knows how to interact with the C-suite as a driven value over the years. So they've got that angle going. They're driving go to market. They've got the technology piece and they've got to build out the ecosystem. That I think is the big opportunity for them. You know, if they're going to double as a company, this ecosystem has to quadruple, in my opinion. And we saw the same thing at CrowdStrike. We said the same thing about service now in 2013. And so, you know, now what's happened to the GSIs, the global system integrators start to get involved. They start to partner with them and then they get to get that flywheel effect. And then there's the super cloud. I think that, you know, I think near Zook said, hey, we are basically building out that. He didn't use the term super cloud, but we're building out that cross cloud capability. You don't need another stovepipe for the edge. You know, they said they got on-prem, they got AWS, Azure. He said, you have to absolutely have to run on Microsoft. Because they don't believe today, right? Today they run on, I heard somebody say they run on AWS and Google. I haven't heard much about Microsoft. Both AWS and Google are here. Microsoft, the bigger competitor in security, but near Zook was unequivocal. Yes, of course, you have to run it. You got to run on Alibaba cloud. He didn't say that, but if you want to secure the China cloud, you got to run on Alibaba. And Oracle, he said, didn't mention IBM. But no reason they can't run on IBM's cloud, but unless IBM doesn't want them to. Well, they're very customer focused and customer first. So it'll be interesting to see if customers take them in that direction. Well, it's a good point, right? If customers say, hey, we want you running this cloud, they will. But he did call out Oracle, which I thought was interesting. So Oracle's all about mission critical data, mission critical gaps, so that's a good sign. You know, I mean, there's so much opportunity in cyber, but so much confusion. Sneak had a raise today. It was a down round, no surprise there. But these companies are going to start getting tight on cash. And, you know, you've seen layoffs, right? And so, I don't know who said, I think it was Carl at the end, said in the downturn, the strongest companies come out stronger. And that's generally been the case. They're kind of rich get richer. We see that in the last downturn. Yes and no, to a certain extent. It's still all about execution. I mean, I think about EMC coming out of the last downturn. They did come out stronger. And then they started to rock it, but then look what happened. They couldn't remain independent. They were just using M&A as a technique to hide the warts. You know, so what Nir Zook said that was most interesting to me is, when we acquire, we acquire with the intent of integrating. ServiceNow is as a similar philosophy. I think that's why they've been somewhat successful. And Oracle for sure is at a similar philosophy. So, and that, you know, that idea of shifting labor into vendor R&D has always been a winning formula. I think we heard that today. Excited for day two tomorrow. We've got some great conversations. We're going to be able to talk with some customers. The chief product officer is on. Yeah. So we have more great content coming from our last live show of the year. Dave, it's been great co-hosting day one with you. Look forward to doing it tomorrow. Yeah, thanks for doing this. All right. For Dave Vellante, I'm Lisa Martin. You've been watching theCUBE, the leader in live enterprise and emerging tech coverage. See you tomorrow.