 Hello and welcome back to the live coverage of theCUBE here live in Detroit, Michigan for KubeCon, our seventh year covering all seven years. theCUBE has been here. I'm John Furrier, host of theCUBE. Co-founder of theCUBE. I'm here with Lisa Martin, my co-host and our new host, Savannah Peterson. Great to see you guys. We're wrapping up day one of three days of coverage and our guest analyst is Sarviche O'Wall who's the CUBE analyst, who's going to give us his report. He's been out all day, year to the ground, in the sessions, peeking in, sneaking in, crashing him, getting all the data. Great to see you, Sarviche. Lisa, Savannah, let's wrap this puppy up. I am so excited to be here. My first CUBECon with theCUBE and being here with you and Lisa has just been a treat. I can't wait to hear what you have to say and on the report side. And I mean, I've just been reflecting. It was last year's CUBECon that brought me to you. So I feel so lucky. So much can change in a year, folks. You never know where you'll be, wherever you're sitting today. You could be living your dreams in just a few months. Lisa, so much has changed. I mean, just look at the past this year events. We're back in person. This is a big team here. They're still wearing masks so that we can take them off of the CUBE. But mask requirement, tech has changed. Conversations are up-leveling, skill gaps still there. So much has changed. So much has changed. There's so much evolution and so much innovation that we've also seen. We started out at the keynote this morning, standing room only. Thousands of people are here. Even though there's a mask requirement, the community that is CNCF, CUBECon, is stronger than I saw last year. This is only my second CUBECon. But the collaboration, what they've done, their devotion to the maintainers, their devotion to really finding mentors for mentees was really a strong message this morning. We have a lot of that today. And it's going beyond Kubernetes, even though it's called CUBECon. I also call it CloudNativeCon, which I think will probably end up being the name because at the end of the CloudNative scaling, you're starting to see the pressure points. You're starting to see where things are breaking, where automation is coming in, breaking in a good way. And we're going to break it all down. Again, so much is going on. Again, I feel Velova is going to be in charge. Digital transformation, if you take it to its conclusion, then you will see that the developers are running the business. IT isn't a department. It's not serving the business. It is the business. If that's the case, everything has to change. And we're happy to start being here with us. CUBE analysts on the page, I saw that, with the press pass. Yeah, thanks for getting me that badge. So yeah, I'm here with you guys. Well, you got to report. Let's get into it. I don't know. Let's hear what you got to say. I'm excited. Yeah, I went around actually trying to do some sessions and with analysts were sitting in the media slash press. And I spoke to some people at their booths and there are a few patterns, you know, which are some are the exaggeration of existing patterns or some are kind of new patterns emerging. So things are getting complex in open source. There are a lot more projects, right? They have the CNCF has graduated some projects. Even after graduation, they're exploding, right? Kubernetes is one of those projects which has graduated. And on that front, just a side note, the new projects which are entering the CNCF, there's a, we got to see that process and the three stages and all that stuff. I tweeted all day long. If you want to know what it is, you can look at my tweets. But I will actually write on that actually after the show ends, what I saw there. These new projects need to be curated properly, I think. They need to be varied. There's a lot of noise in these projects. There's a lot of overlap. So the work is cut out for CNCF folks. By the way, they're sort of managerial committee or whatever you call that, the people who are leading it, they're trying, I think they're doing their best and they're doing a good job of that. And another thing actually I really liked in the morning's keynote was that a lot of women on the stage and minorities represented, I loved it to be honest with you. So believe me, I'm a minority even though I'm Indian but from India I'm a minority. So people who are Punjabi that know that, I'm a minority. So I understand their pain and how hard it is to break through the ceiling and all that. So I loved that part as well. The inclusivity is clear from day one. It's in the DNA. I mean, they'll reject anything that looks like the opposite. And it's the representation too. I mean, it's not just that everyone's invited, it's they're celebrated. And that's a very big difference. You see conferences offer discounts for women for tickets or minorities, but you don't necessarily see them put their money where their mouth is. Actually recruit the right women to be on stage. Something you know a little bit about, John. Diversity brings better outcomes, better product perspectives. The product is better with all the perspectives involved. It might go a little slower, maybe a little, little debates, but it's all good. I mean, to me, the better product comes when everyone's involved. I hope you didn't just imply that women would make a difference. I think John meant like slower means a slower end. More diversity creates more debate. And bringing the diversity into the picture. Debate time, that's how good groups operate. Which is great, I mean, yeah. Yeah, yeah. I take that mulligan back and say, hey, it's coming so much faster and better and cheaper. But that's law diversity, absolutely. Yes, well you make better products faster because you have the right expectations. The bigger the group, there's more debate. More debate is key. But the key to success is aligning and committing. Once you have that, and that's what open sources has been about for generations. Yeah, we thought that's a big, huge theme of the show. Generations. All right, so I just have to add another important sort of observation, if you will, is that the security is paramount, right? Requirement, especially for open source. There was a stat which was presented in the morning that 60% of the projects under CNCF have more vulnerabilities today than they had last year. So that was, that's shocking, actually. It's a big jump. It's a big jump. Like, big jump means like, it can be from 40 to 60 or 50 to 60, but still that percentage is high. What that means is that a lot more people are contributing. It's very sort of dichotomic or ironic that we say like, oh, this project has 10,000 contributors. Is that a good thing, right? Do we know the quality of where they're coming from? Are there any back doors being opened there? How stringent is the process of rolling those things which are being checked in into production? Who is doing that? I wondered about that. The quantity, quality, efficacy, game, and what a balance that must be for someone like CNCF, putting in the structure to try and curate and regulate and provide some bumpers on the bowling lane, so to speak, of all of these projects. Yeah. If anybody thought that the innovation coming from or the number of services coming from AWS or Google Cloud or likes of them is overwhelming, look at the open source. It's even more overwhelming. What's your take on the supply chain discussion? More code, more happening. What are you hearing there? The supply chain from the software? Yeah, the software supply chain, security, fees. Are people talking about that? What do you see? Yeah, actually, people are talking about that, the creation, the curation, not creation, curation of suppliers of software. I think it's best done in the cloud marketplaces. I've got me biased or what, you know, but curation of open source is hard. It's hard to know which project to pick. It's hard to know which project will pan out. Many of the good projects don't see the light of the day, but some decent ones like this. It becomes a marketing problem. The more you have out there, the more you got to get above the noise. And the noise could be, and you got GitHub stars, you got contributors, you have vanity metrics now coming in to this that are influencing what's real. But sometimes the best project could have smaller groups. Yeah, exactly. And another controversial thing, just a little bit I will say that, is that there's an economics of the practitioner, right? I usually talk about that and the economics of the enterprise, right? So practitioners in our world, in software world especially, right? In systems world, but practitioners are changing jobs every two to three years. And number of developers doubles every three years. That's the stat I've seen from Uncle Bob. He's authority on that software side of things. So that means there's a lot more new entrants. That means a lot of churn. So who is watching out for the enterprise? Enterprises economics, you know, like are we creating stable enterprises? How stable are our operations? On a side note to that, most of us see the software as like one band, which is not true. When we talk about all these roles and personas, somebody's writing software for core layer, which is the infrastructure part. Somebody's writing business applications, somebody's writing systems of record, somebody's writing systems of differentiation. We talk about those things. We need to distinguish between those and have principle based technology consumption, which I usually write about and I will- All right, so bottom line in your opinion. In your opinion, what's the top story here at KubeCon? Top story is- Headline. Yeah. The headline, okay. The open source cannot be ignored. That's the headline. And what should people be paying attention to? If there's a trend coming out, seeing any kind of trends coming out or any kind of signal, what do you see that people should pay attention to? You either put the top two, three things. The signal is that if you are a big shop, like you need to assess your like capacity to absorb open source. You need to be certain size to absorb the open source. If you are below that threshold, I mean, we can talk about that some other time, like what is that threshold? I will suggest you to go with the managed services from somebody who is providing those managed services around open source. So manage Kubernetes, right? Take it from AWS, Google Cloud or Azure or IBM or anybody, right? So, use the open source as managed offering rather than doing it yourself. Because doing it yourself is a lot more heavy lifting. There are so many thoughts coming to my mind. It's all over here. I've got to ask you, what's your report? You have some swag. What's the swag look like here? I don't trust as serious of a report as you do on Azure Flora, but I do. So, I come from a marketing background and I know that Lisa does as well. And one of the things that I think about that we touched on in this is canceling the noise or standing out from the noise. And on a show floor, that's actually a huge challenge for these startups, especially when you're up against a rancher or companies or a Cisco with a very large budget. And let's say you've only got a couple grand for an activation here, like most of my clients. That's how I ended up in the Kube County because this one was here with the client before. So there actually was a booth over there and they didn't quite catch me enough, but they had noise canceling headphones. So if you just wanted to take a minute on the show floor and just not hear anything, which I thought was a little bit clever, but I'm going to take you through some of my favorite swag from today. And to all the vendors, this is why you should really put some thought into your swag. You never know when you're going to end up on the queue. So since most swag is injection molded plastic that's going to end up in the landfill, I really appreciate that Garden has given all of us a potable plant and even the packaging is plantable, which is very exciting. So most sustainable swag goes to Garden, well done. Replicated, I believe is their name. They do a really good job every year. They had some very funny pins that say a word that I'm not going to say live on television, but they have created, they brought two things for us. Yeah, it is replicated. Little edge sketch for your inner child, which is very nice. And given that we are in Detroit, we are in Motor City, we are in the home of Ford. We had Ford on the show. I love that they have done custom K8 keychains in the Blue Oval logo. Ford's right behind us, by the way. And they're on the queue. We had them on earlier. GitLab taking a one level more personal and actually giving out digital portraits today, which is quite fun. GitLab has multiple booths here. They actually IPO'd while they were on the show floor at KubeCon 2021, which is fun to see that whole gang again. And then last but not least, really embracing the ship wheel logo of Kubernetes is the robust accrue that is giving out bucket hats. And if you check out my Twitter, it's sabbis-sabby. You can see me holding the ship wheel that they're letting everyone pose with. So we are all in on Kubernetes at KubeCon 2022, that's for sure. And this is only day one, guys. We've got three. I want to get one of those hats. We need a group photo. We got to get it right. By the end of Friday, we'll have a beverage and hats on to sign off. That's my word, if I can convince John. John, what's your takeaway? You guys had a great kind of kickoff about last week or so, about what you were excited about, what your thoughts were going to be. We're only on day one. There's been thousands of people here. We've had great conversations with contributors, the community. What's your take on day one? What's your tagline? Well, Savannah and I had it, we were talking about what we might see. I think we were right. I think we had it right. There's going to be a lot more people than there were last year. Okay, check. That's definitely true. We're in person. Which is refreshing. I was very surprised about the mask mandate. That kind of caught me off guard. I was doing it, too, yeah. Because I've been comfortable without the mask. I'm not a mask person. But I had to wear it and I was like, ah, mask. But I understand, I support that. But whatever. It's corporate travel policy. You know that's what it is. And then, you know, I thought they did an okay job with the gates, but they wasn't slow like last time. But on the content side, definitely Kubernetes, security, top line, headline, Kubernetes, at scale, security. That's to me the bumper sticker. Top things to pay attention to. The supply chain and the role of Docker. And the web assembly was a surprise. You started to see containers, ecosystem coming back to, I won't say tension. Growth in the functionality of containers. Because they had to solve the security problem in the container images. Okay, you've got scanning technologies. It's a little bit in the weeds, but there's a huge movement going on to fix that problem, to scale it, so it's not a problem area. Contain them. Docker's doing a great job with productivity. Interviews Scott Johnston. Over $100 million in revenue so far. That's my number. They have not publicly said that. That's what I'm reporting from sources. Extremely well financially. And they love their business model. They make productivity for developers. That's a scoop. That's new information. That's a nice scoop. We just dropped that on the CIP casually. Watching them pay attention to that. But that's proof. But guess what? Red Hat's got developers too. Other people have to. So developers are going to go where it's the best. Developers are voting with their code. They're voting with their feet. You will see the winners with the developers. And that's what we've talked about. Well when the companies are catering to the developers, Savannah and I had a great conversation with Ford. You showed their fantastic swag. It was an E-Ford EV right behind us. They were talking about all the cultural changes that they've really focused on to cater towards the developers. The developers becoming influencers as you say. But to see a company that is as history as Ford Motor Company and what they're doing to attract and retain developer talent was impressive. And honestly that surprised me. And their head of dev relations has been working for Ford for 29 years. Which I mean first of all most companies on the show floor haven't been around for 29 years. But what I love is when you put community first you get employees to stick around. And I think community is one of the biggest themes here at theCUBE now. I agree. My favorite story that surprised me and was cool was the red hat Lockheed Martin interview. Where they had edge deployments with micro edge. Micro shift. Micro shift. New projects, sir. There's three new products under. That was so, so cool because it was an edge story in deployment for the military where lives are on the line. They actually had it working. That is a real world example of Kubernetes and tech orchestrating to deploy the industrial edge. And I think that's proof in my mind that Kubernetes and this ecosystem is going to move faster through this next wave of growth. Because once things start clicking you got hybrid on premise, super cloud and edge. That was my favorite because it was real. That was real story. The impact that it can make is literally life and death on the battlefield. Yeah. Amazing with what they're doing Check out the Lockheed Martin red hat edge story on Silicon Angle and then press release all killer. Yeah, another actually which we knew this was happening but I didn't know it was happening at this scale is the FinOps. The FinOps is a discipline which most companies are adopting bigger companies which are spending like hundreds of millions dollars in cloud. Average team size for FinOps is seven people and average number of tools is I think 3.5 or around 3.7 or something like that. Average number of tools they use to control the cost. So FinOps is a very generic term for our viewers. It's not financial operations. It's the financial operations for the cloud cost containing the cloud cost. So that's the FinOps. That is a very emerging discipline to keep an eye on. And well not only is that important, I talked to one of the principles over there, it's growing and they have real big players in that foundation. Their events are highly attended. It's super important. It's the cost side of cloud. And of course, everyone wants to know what's going on. No one wants to leave their Amazon on. You don't want to leave the lights on the cloud as we always say. You never know what the bill's going to look like. The cloud is going to reach a trillion dollars in the next few years. So we might as well control the cost there. It was funny to get the reaction I found. I don't know if I was how I react. I don't know how I felt. But we did introduce SuperCloud to a couple of guests. There were a couple of reactions. A couple, John. There was a couple of reactions. And what I love about SuperCloud is that some people are like cringing and some people are like, yeah, go. So it's a solid debate. It is solid. I saw more in the segments that I did with you together, people leaning in. Yeah. We had a couple of cringes. I'll say their names. I'll go back and make sure I get. I think people cringe on the term, not on the idea. So the full idea is that we're building on top of the cloud. And then, Sharpie, you're going to like this. I did successfully introduce here on theCUBE a new term called architectureless. You did? Okay. And I want to thank Charles Fitzgerald for that because he called SuperCloud architectureless. And that's exactly the point of SuperCloud. If you have a great coding environment, you shouldn't have to do an architecture to do. You should just code and let the architecture of the SuperCloud make it happen. And of course, Brian Grace Lee, who will be on tomorrow at his cloudcast said, SuperCloud enables super services. SuperCloud enables what? Super services. Super services. The microservices underneath the covers have to be different, high-performing, automated. So again, the debate ensues and the goal is to keep it open. And that's our goal. But we had a lot of fun with that. It was fun to poke the bear a little bit, bro. It's so interesting to see just how people respond to it with you throwing it out there so consistently. You want to poke the bear, get a conversation going. You know, let it roll. We'll see. It's been positive so far. I had a discussion outside, somebody who is from Ford, but not attending this conference and they have been there for a while. I just, a moment hit me like people, okay, technologists are horizontal. The coders are horizontal. They will go from Ford to GM to Chrysler to Bank of America to, you know, GE, whatever. You know, like cross vertical, within vertical, different vendors. So, but the culture of a company is local. Right? Ford has been building cars for forever. They democratize it. They commercialize it, right? But they have some intense culture. It's hard to change those cultures. And how do we bring in the new thinking? What is, what approach that should be? Is it a sandbox approach for like putting new sensors on the car? They have to compete with likes of Tesla, right? But they cannot if they are afraid of deluding their existing market or they are afraid of failure there, right? So, it's very tricky. Great stuff. Shelby, great to have you on as our Cube analyst, breaking down the stories. We'll document that. We'll roll out a post on it. Lisa Savanna, let's wrap up the show for day one. We've got day two and three. We'll start with you. What's your summary, quick bumper sticker? What's today's show all about? I'm a community first gal and this entire experience is about community. And it's really nice to see the community come together, celebrate that, share ideas and to have our community together on stage. Yeah, to me, it was all real. It's happening, Kubernetes, cloud native at scale. It's happening, it's real and we see proof points and we're going to have faster time to value. It's going to accelerate faster from here. The proof points, the impact is real and we saw that in some amazing stories and this is just day one of the Cube's coverage. That'd be final word on this segment. Well said, Lisa. Yeah, I think I would repeat what I said, like eight, nine years back at a rack space conference, open source is amazing for one biggest reason. It gives the ability to the developing nations to be at somewhere at par with the developed nations and those people to lift up their masses through automation because when automation happens, the corruption goes down and the economy blossoms and I think it's great and we need to do more in it but we have to be careful about the supply chains around the software so that solar systems are secure and they are robust. Okay, for Sarvee and my two great co-hosts, Lisa Martin, Savannah Peters, and I'm John Furrier, you're watching the Cube, day one in the books, we'll see you tomorrow, day two of CubeCon, CloudNativeCon, live in Detroit. Thanks for watching.