 Live from Seattle, Washington, it's theCUBE at Tableau Conference 2014. Brought to you by headline sponsor, Tableau. Here are your hosts, John Furrier and Jeff Kelly. Hello everyone, we are here live in Seattle for Tableau's user conference, technology conference, data14, that's the hashtag, data14. Go to crowdchat.net slash data14, want to see group conversation with our new innovative engagement container public data, go public beta, go check that out. I'm John Furrier, this is theCUBE. We go out and extract the civil noise. Ending day one of Tableau's data14. I'm here with my co-host this week, Jeff Kelly, leading analyst and big data with Wikibon. Jeff, breaking it down. I would sum up today as Kool-Aid, euphoric, exciting, growth, customers and just the future's very bright for Tableau. Clearly, big data is expanding. Obviously Tableau made the market with visualization. They've identified their market segment, they're not trying to be the stack, they're trying to be dancing around the stack and be that layer, that shim layer on top for visualization. What's your take? Well look, they clearly, they are excited. They feel like they've got a huge opportunity from a total available market standpoint. We asked them what their TAM is, it's, well, there's 55 million corporations out there. They're all possible Tableau customers and they are in a market space, data visualization, which pretty much touches just about every vertical market you can think of. Clearly they're excited. The keynote this morning, CEO, Christian Chabot, he always gives a great keynote. He's very energetic. He really talks about empowering users to be creative, to be data artists. He contrasts that with the kind of old way of doing business intelligence. Contrast that with the slow, rigid ways of traditional enterprise software and how really Tableau wants users to feel like they're working with data, not with software. And I think that's a really good messaging and I think that's a really good point that he made. From the point of view of the company itself, clearly they are in hyper growth mode. Added 2,200 customers last quarter. They're up to 1,500 employees. That's up 65% year over year. They are investing heavily. Chabot mentioned they're going to invest more in the next two years in R&D than they have in the last 10. We had on Francois from product management. We know he's excited about that. He's certainly excited. That's a lot of dough to do a lot of creative things. As I mentioned a few times throughout the day today, the biggest challenges for Tableau going forward are maintaining the customer focus while they're growing this quickly. I mean it's just difficult to scale at the rate that they are scaling and maintain the focus on customers and listening to your customers, getting that feedback and pumping that back into the product. We'll see how they do that. They're going to have to rely more on their partners to do a lot of the, to be the touch points with a lot of their customers. You simply can't do it at the scale that they're reaching. So that's one of the biggest challenges. The other thing I mentioned early in the day was their mobile capabilities. Now they have a long way to go, but Project Elastic I think is one way to, I mean they are rewriting Tableau for the tablet for the mobile device. That's a huge investment. Really impressed with that because clearly mobile is one area where they weren't the strongest. They know they have to go there. There's mobile first visualization competitors that they have to contend with now. So really impressed with that. The cloud story, I think the cloud story needs a little bit more work. We'll see how that plays out. We're going to have some more conversations tomorrow with Google, with AWS. We'll talk to them about the integration with Tableau's online offering. So overall I'd say it was a really solid day. Talked to a lot of partners as well. So they're building the ecosystem. They're building the product. They're investing heavily. And of course they closed the stock exchange today remotely out here on Seventh and Pike. So that was exciting for the Tableau team. So overall a really good day here. I'm interested tomorrow again to talk to those cloud partners and we'll see what they have to say. I totally agree with you. I would add my impression and my takeaway from today is kind of at a high level is this is very Apple-like company. The obviously ironically Apple had their big event on 99 which is today, the iPhone 6 Plus, all the innovation around that. The iWatch, this is really about user experience that is certainly Tableau's strength. They are focusing on the user experience of managing data, using data, having it being visualizing, having it interactive with end users, not so much geeks, but also, and then the analytics behind it. So data visualization analytics, but it's very Apple-esque like we heard from Francois who runs product management. They're hiring game developers, designers. They're doing the things that Apple does to make the product really simple and elegant. To me, that defines the culture of Tableau. You combine that with the customer-centric philosophy. You have a pretty damn impressive configuration there. And they're Amazon-like in that they are pumping all of their profit back into R&D and back into the company. So clearly, they're still investing heavily. So you bring in the Amazon meets Apple. This is kind of the vibe. And again, product excellence is what they care about. They care about customer needs. So customer and product-centric, product market fit that defines it and the founders are still around. I love a culture where we had their top executive, certainly their top female executive as well, Kelly Wright, come in. She's the first sales rep Tableau hired. There are people still with the company. No one's leaving. That's a great sign of health. You have a culture. Some one customer, Dr. Randy called it a cult, a cult-like feeling. They pump special oxygen in the room, said Francois. These are some of the soundbites. People are smiling. They're smiling. They're dialing. Deals are getting done. So Tableau is just scratching the surface. Again, 20,000 customers, they see 55 million as their total just market. Again, if they can maintain that Apple-esque-like feeling, managing that massive growth, managing a growing business at their level could be the biggest challenge I see with Tableau. Keeping the personnel hires and tight, making sure the culture extends, making sure the product excellence systems are in place, the discipline, and then ultimately having the customer satisfaction. To me, that's the things that I'll be watching and will be drilling in tomorrow. And again, I just tweeted. This puts Microsoft, Oracle, SAP on notice. The born-in-the-cloud visualization of analytics with the user experience component is a really, really interesting proposition. If they pull on that horizontal overlay on top of existing systems, Tableau could set the standard for the visualization layer for data. With the analytics engine and their GL behind it, they could be the operating system in this born-in-the-cloud SaaS platform as a service market that we see developing very quickly. Yep. Looking forward to tomorrow. We're going to kick off the morning. We're going to be simulcasting the keynote here from Neil deGrasse Tyson from, well, I was going to say Cosmos Fane. He's done a few other things, but nevertheless, that should be a fun keynote to watch. Then of course, here on theCUBE, we're going to have, just to run down some of the guests we're going to have. We're going to have folks from LinkedIn, Wells Fargo. I mentioned AWS, Google, MarkLogic and a few others. So it's going to be a good day. Tomorrow I'm sure we're going to dig more into all these issues around mobile cloud, partnerships, the ecosystem, and of course practitioners and users. What are they doing with Tableau, with data to really get business done? So the final question I want to ask you, Jeff Kelly, is will you buy an iPhone 6 and an iWatch? I will definitely buy an iPhone 6. I'm not the early, early adopter, so I'll probably wait for the second generation of the iWatch. Although I believe John has called the Apple Watch. They're not calling it iWatch. I think I do have that right. Well, to me, I'm geeking out on the watch. I'm definitely buying it, no brainer, getting that. That's just pure vanity. I haven't worn a watch in 25 years. And so that's going to be my first watch. It's going to be exciting. You know, like I said, Google and Apple, the only two companies that I can put out there that I can see inventing everything that was shown on Star Trek. Soon, everything that was ever in Star Trek, Be Me Up Scotty, Hologram, all that stuff will be invented by Apple and Google. And again, that's what we're seeing with the, and it's certainly going to be a big data world. Certainly exciting day today, we were live in Seattle. We were also watching what was going on with Apple, those news is everywhere. I mean, there's so much Apple news going around. But again, ironically, the tie-in here at Tableau, very Apple-esque company for big data. And if they can crack the nut on the growth and continue to provide the user experience having a very simple and elegant, easy-to-use product that provides that value, they will be a winner. And that's ultimately the test, Jeff. So exciting. We'll be here all day tomorrow. Keep watching theCUBE. This is live from Seattle, calling it a day one. That's a wrap. See you tomorrow.