Hi there and welcome to another edition of Tuesdays with Corey. I'm here with Ziv Who's going to walk us through you maybe remember him from pre you've been on the show before on? Scheduled events I think in the past. Yep We're doing another iteration of scheduled events today because he's gonna show two of my most favorite things together really scheduled events and Event grid all right together. Yep. Okay, so tell us if what are you gonna show us here? So we roll out scheduled event g8 by the way Oh g8 earlier this year finally and what it what so give some background Scheduled events for scheduled event in VM notification prior to any Azure initiated maintenance or any other event So when the VM is going to be rebooted or paused or redeployed or even live migrated Which by the way we also do right so we're gonna raise an event within the VM So for most of those just to be clear most of those are are not impacting for most customers Correct, but it is still valuable sometimes know so like live migration most customer apps wouldn't even notice or care Right, right, but we still are going to let them know yeah We have an impact so like live migration is a good one failure like a machine's gonna fail We know this from our like machine learning algorithms, and we're like oh, we better migrate them try and keep them up But we still give them a little bit of notice correct Okay, we have like a four different impacts impacts ranging from pause to redeploy it okay, and The challenge was that our customers don't really write to like to write code within the VM Yeah, of course a way to respond react from outside of him right or at least take notice right There's no what happened right so they're not investigating and so actually the the first request was always yeah I want to get an email before it happens right so we decided to harness serverless Using event grid. I love it and just build an extension To go monitor for those scheduled events and put them on event grid and then you can do basically whatever you want with Serverless so customers now the flow here the customers can take this extension Which is just a little bit of code that you've written it's up on github You're gonna share with everybody a little bit of code. They inject it. Is it a windows linux? Yes all the above perfect Python perfect, and it's gonna listen to this the scheduled event It's then going to fire an event based on the parameters that the customer sets right so basically the setting is pretty simple You need to give us your event grid topic the key itself And you can decide whether you want to automatically approve the event and move forward or just give the admin more time So so you can have it for us feedback back to the extension and say wait. I'm not ready. Is that right? That's a default actually So you get basically 15 minutes before anything will happen to OVM Wow Yep, and with that we put it on event grid and you can write logic up or serverless 30 seconds well Between 30 seconds to 15 minutes depending on the event if there's a response Yeah, I see. Oh, but some of the events we do have to do in 30 seconds You're correct like a hard work. I'll give you an example actually. I would love low-priorities cassettes. No, uh-huh Evictions we I we I just recently had a show on this. Okay, or we're going to have a show on this Okay, I don't know the timing of some issues, but Megan just showed us this Okay, so show us so shows what you got so basically the extension is has nothing more than a tiny Python code and You just start the experience by deploying this to a running VM Okay, all you need to provide us is point to the VM and provide your event grid topic and Sasky itself so this is basically spinning up the setting out at arm template that will allow you to go to play this sucker VM custom And some people can take bits and pieces of this they can apply to existing games if they want Okay, you can take it and put it in your template for new resources fantastic apply to existing resources fantastic. Yeah, so Okay, there we go. We're gonna go and deploy template nothing fancy here All that it takes is the VM the location and the grid endpoint and there you guys So you had to have created an event great ahead of time. Yes, I did. I see. Okay. Got it. Okay So we can do that. It basically takes two or three minutes. Let's skip to a VM where we love to skip to one already running So this is my the Julia child version Yeah, and one of the settings is the frequency of how often we want to sample those yes Yes, okay, so I think the default we put it a five seconds You can set it to whatever you want so I'm monitoring here for scheduled events nothing happened My VM is still running actually to show you that this is real. Let's start again So I'm monitoring for events in the meantime. So this is on the box This is inside the box. This is running the extension right now So they wouldn't have to have run that it would just run automatically for it Okay, great before actually hitting something on the VM. I want to show you my logic up Okay, which does nothing more than listen to that event listen to that event from event grid What do we got here? I don't know refresh it here There you go Here we go. Yeah, so here we have the logic apps So we have the logic app and basically what it does it listens to the event grid and Put the message in a blob storage. Yes and send an email. Yes, very simple. Even I can write this code, right? I'll show you the designer designer This is very cool. So this is so basically the event grid is using a custom event because you're just calling it It's like a rest endpoint. Yep, right? Yeah, and they go. Okay, fine. So the event has The message itself has an array of events sure array each event may impact multiple messages so basically For each event in the body put in a blob and for each for each blah blah blah send an email, okay? Verical this is the default. This is what build comes out of the box. No, this is something I built I you built this so people have to go build their own logic correct, okay, and it's okay It's something it's pretty easy. It's pretty easy. It's pretty easy Nice trick I learned is if you paste the payload itself to in logic up you get the schema Yes, and then you can you can see that here for example. I can do many things with the Properties of the event. Oh event type event. So yes, so the actual message will look like And then you have the timeline the not before so this is the data that's coming out of your event correct event The details of your events. Yeah, so this is all coming through here. Then yeah, okay. There you go I see so that's the event. So so all I did is I pasted Jason here the Jason and logic up actually build a schema And enable me to use it later on got it and so this is all in your get how the basic the steps of how to do This is all available on there. Yes. Oh, okay. So now let's go and actually run this live and see how fast we're gonna get an event So again, my VM is still monitoring for the scheduled events and what I'll do is I will go to My VM and one of the best thing I scheduled events is that you can yes Sorry, I can't jump the gun on that. I apologize.  So your own people's actions can group can basically turn into a schedule event Right, and those will wait if you want them to wait. They'll wait. They will wait forever 50 minutes. Yes, you want forever? Oh, well, okay So so that's the best I can wait to actually test this logic So I'm gonna start I'm gonna click restart and yes, and now Let's look okay, and so this is your it's been dialing bell here. Yeah, so the portal send event hold on It didn't get to the VM. Yes yet Plop-plop-plop portal go find the right region cluster and so on till the fund event Still running so the VM base is being told now to go read now And there you go. Okay. You got told the reboots. I should see how fast I'll see the event Okay, so let's see here hold on schedule event yet. No, yeah, and so this is And so now you see the event ID It says status scheduled reboot scheduled and let me actually go and check my inbox And let's see did it email you alerts There you go 430. That was it. What was it? No, it's right. No, no, you sort of the other way sort the other way This is awesome, right there, that's it right there 430 there you go. Yeah, so you see that the logic app see everything in it See so I get a beautiful there you go and there you go and now it's a warning It's already in the blog and now you could do but you can do with integration and with logic If you can do all kinds of things you can make a service now Yeah, you can make a mess cold We could tweet out The best what if I have a stand by VM I can fire it up fire it up fire it up Yeah, imagine you have two VMs in an availability set one service as your stand-by Anything that you could possibly do with logic apps you do you could do cool. That's it sit up. You got it All right, we're not editing any of that. I know we are and thank you zip This was great and thank you for joining us I hope you have a happy happy Tuesday If you've got questions on this or comments or things that you'd like us to see us Go update this sort of how to you can hit us up on hashtag Azure TWC this first wave is with an extension that installs We are working on this being natively built into the platform where you can just click a little button in the portal And it'll turn this all on and wire it up for you. You can expect that later this year So with that have a wonderful Tuesday. Enjoy playing with this. I hope you enjoy it's gonna be really valuable for you Thanks a lot and thank you. Thank you sir. All right. Bye. Bye We're working on making this is a full-end itself is fully operational This battle stations fully operational Oh, I hope you got that because that's a fantastic quote You can be adding a lot of Right when's the next Okay, we put that like it's a trap So What you know of course all right, how do we get out of here? You started the record yet You know what this is now you're gonna see what it's like to be permission to treat the witnesses All right, we're recording. Can you move your coffee about six inches that way? Thank you. That's good


We are now in a position to calculate the entropy of an ideal monatomic gas. The dynamical state of an atom inside a box is specified by its three spatial coordinates, x, y, and z, and by its three momentum coordinates, px, py, and pz. These can be graphically represented by three phase-space points. Each point specifies a spatial coordinate and the corresponding momentum. We consider each of these three phase-space graphs to be divided into rectangles of area H. A set of three of these rectangles defines a phase-space cell labeled with index i. Using the techniques of statistical mechanics, we have solved for the most probable occupation frequency of the ith cell as fi equals 1 over z, e to the minus epsilon i over kt. Where epsilon i is the kinetic energy of the ith cell, and where z, the partition function, equals the box volume v times the three-halves power of 2 pi mkt over h squared. The entropy of a system, s, equals Boltzmann's constant k times the natural logarithm of gamma, where gamma is the number of possible ways to arrange the components of the system. We have seen that this will not change significantly if we take gamma to be the number of arrangements of the most likely configuration, or macrostate. And we have solved for this as minus kn sum over i fi log fi, where n is the number of atoms. We will use the following terminology, s denotes entropy with dimensions of joules per kelvin. S divided by k is dimensionless, and we call this the dimensionless entropy. And, s over kn with n the number of atoms, we call the dimensionless entropy per atom. For our gas sample, the dimensionless entropy per atom equals minus sum over i fi log fi. The log of fi is minus epsilon i over kt minus log z. We can rearrange this as log z times sum over i fi plus 1 over kt times sum over i fi epsilon i. Because sum over i fi equals 1, and sum over i fi epsilon i equals the average energy per atom, three-halves kt, this reduces to log z plus three-halves. Again, here is the dimensionless entropy per atom. Plugging in our expression for the partition function z leads to the result that the dimensionless entropy of a gas with n atoms in volume v at temperature t is n times the quantity log three-halves power of 2 pi mk t over h squared times v plus three-halves. However, there is a fundamental problem with the entropy expression we have derived, which is illustrated by the so-called Gibbs paradox. This thought experiment was described by Josiah Gibbs in 1875. Suppose we have a monatomic gas system with n atoms in a volume v at temperature t. Its entropy, s1, equals Boltzmann's constant times the natural logarithm of the number of possible arrangements of the atoms gamma one. And we have a second system with the same n, v, and t values, entropy s2, and arrangements gamma two. If we think of the two systems as a single composite system, the number of ways to arrange the atoms in the combined system equals the number of ways to arrange the atoms in the first system times the number of ways to arrange the atoms in the second system, which leads to the entropy of the combined system being equal to the sum of the entropies of the two component systems. So, the dimensionless entropy of the combined system should be two times our dimensionless entropy expression for n atoms in volume v at temperature t. Here's that expression. And the combined system with the two components shown sharing a common wall. Now, remove the common wall. In principle, this can be done without doing work on the system, so without changing the internal energy, hence the temperature. This gives us a single system with 2n atoms in volume 2v at temperature t. The entropy should be the expression at left without the factor of 2 in front with n replaced by 2n and v replaced by 2v. Here's the problem. This entropy is greater than the previous value. Here a factor of 2n in front, but the right expression has an extra factor of 2 in the argument of the logarithm. This says that if we remove the divider, the entropy increases, which is a strange result. The local properties of the gas did not change. In both cases, the temperature is the same, the total number of atoms is the same, and so is the pressure. There does not seem to be any irreversible change taking place. Even stranger, if we replace the common wall, we go from the right situation back to the left, and the total entropy apparently decreases. This is a paradox. It implies that if you very slowly close an interior door in your house, the total entropy of the air in your house decreases. There is no thermodynamic rationale for this conclusion. To gain insight into what is behind the paradox, let's imagine that we can somehow distinguish the atoms that are initially on the left and right, without them being different elements or even different isotopes of the same element, because in that case the mass M in our formula would not be the same for all atoms. We show the atoms colored blue and orange. If we remove the divider, it makes sense that the entropy increases, because the distinguishable atoms mix. There would be observable consequences of this. If you were originally surrounded by only blue atoms, you would start to see a mix of blue and orange atoms. And if we replace the divider, the system does not return to its original state. The blue and orange atoms remain mixed. So we can argue that the entropy remains at the higher value, instead of decreasing. So the key to the paradox is the concept of distinguishable versus indistinguishable atoms. The entropy formula appears to be consistent with atoms being distinguishable. This is actually not surprising, given that the key statistical result we used to derive our formula was developed by considering how n differently colored balls could be distributed among some number of boxes. But identical atoms are not distinguishable, and we need to modify our formula to account for this. The dimensionless entropy is the log of gamma, the number of possible arrangements of the atoms.  Without changing which cells are occupied, how many ways can we rearrange this system? The answer is n factorial. For the first occupied cell, we have a choice of n balls, for the second cell n-1 balls and so on. But if the balls are indistinguishable, there is only the one possible arrangement shown. Our implicit assumption of distinguishable atoms has led us to over-count gamma by a factor of n factorial. Therefore, in our formula, we need to replace gamma by gamma over n factorial. This leads to s over k being replaced by s over k minus log n factorial. Using the approximation log n factorial equals n log n minus n, we add n minus n log n to our formula. We can combine the second and third terms into a single 5 halves n term. For the log terms, we use n log a minus n log n equals n log a over n and multiply through by Boltzmann's constant to arrive at our final result called the Sacher-Tetrode equation, independently developed by Otto Sacher and Hugo Tetrode in 1912. S equals kn times the sum of two terms. The second term, 5 halves, replaces the 3 halves of our original expression. The first term is the original log term with v replaced by v over n. If our logic is correct, this additional 1 over n factor should rectify the Gibbs paradox. Here's our two systems, each with n atoms and volume v at temperature T sharing a common wall. The dimensionless entropy is 2 times the nvT expression. Removing the divider, we have a single system with 2n atoms and a volume 2v at temperature T. We remove the factor of 2 in front of the first expression, replace n by 2n and v by 2v. The result is that both expressions have a factor of 2n in front and in the argument of the logarithm, they have, respectively, factors of v over n and 2v over 2n. Since the factors of 2 cancel, these are equal. Therefore, if we remove the divider, the entropy is the same. If we replace the divider, the entropy is the same. We have resolved the Gibbs paradox. This gives us some confidence in our formula.


Welcome to the extraction point. This is where we turn data into action. We've been briefed and have analyzed all the information flow. Now it's time to make sense of it all. I'm John Furrier. And today on the extraction point, we're going to find the extraction point in mobile. Is it the software or the platform that matters? The tech bubble frenzy, fear and panic. LA Times wrote a story this Sunday. It shows that the writer is really not looking at the right data. He's wondering if all the big valuations in tech are a return to the insanity of the bubble. I'll tell you why he's right and wrong. We have some HP and exclusive insight into the recent acquisition of Vertica. An analytics infrastructure is the big play and what that means for HP in the market. And Apple taking 30% from publishers in their new in-app store subscription model. Does that mean higher prices for readers? We'll look at all the signal coming out of Mobile World Congress in Barcelona. And we have a guest from Roku, Brian Jequette, talking about the data in video. This is the data. I'm John Furrier, and this is your extraction point. Okay, we're here with Brian from Roku. Welcome to extraction point. We've been briefed on all the important stories and events in the world of emerging information. Now it's time to extract the data and turn it into action. Live from the SiliconANGLE studios in the heart. Is it going to be a big debate out there? What do you think about that? I think platform is very important. We see the same thing on Roku's side. Having a platform for the distribution of content, basically an easy way for content to come down to these devices. You're seeing smartphones are just so rich now in their capabilities that software is important in apps and those types of things. But at the same time, you know, great example today, online and HTC announcing a partnership to bring the online gaming platform straight to a tablet or a handheld device. And that's just, that's a really powerful platform message that's being delivered from the cloud. Yeah, and then there's also the big software message. I mean Apple has that, you know, closed platform. Android has the open platform. And that's the big thing. What makes the mobile king these days? Is it the software, the platform? And Android seems to be pushing the platform play and the developers who know cross-platform seem to be the winners. And the question is, can Android carry that over for them? Well, I think that the open platform that Android has is very, very enticing to publishers, to content owners, content creators, because they can basically take their content and spread it across multiple devices, whether it be tablets, whether it be smartphones, and even, obviously, their foray into Google TV and trying to bring that same content to the television. Yeah, I mean, I think the big extraction point for mobile, in my opinion, is the fact that, you know, all the talk from CES in January now recently in Barcelona with Mobile World Congress is the tablet craze. And that really points to two different approaches. Apple versus Google. That's Apple, closed system versus Android, the open system. And really, the developers who can program cross-platform will be the big winners and will have to see what shakes out the closed Apple or open Android. I still believe that the key thing is going to be Apple right now. Apple just seems to have a great user experience. Some people have been telling me privately that Android's numbers are a bit overinflated due to the China market. I think that's a key extraction point. If that's the case, then most of the market data in mobile is really overblown in favor of Android. So my extraction point is Apple still in the lead. Android's far behind. And that even goes further today at Mobile World Congress where Eric Schmidt, the CEO of Google said to the crowd that they'd love to see Nokia on Android rather than going with Microsoft. To me, that still tells me that they still want to make a play for Nokia. So that's the extraction point for mobile. It's hot. Everyone wants mobile. Everyone wants a smartphone. And that's what you need to pay attention to. I'd stay with Apple for now. Android's still got a lot of work to do. And that's my extraction point on mobile. So the next extraction point is the tech bubble. So you've been following the tech bubble frenzy going on in the past couple of weeks? Hey, who hasn't? Silicon Valley's hot. It remains to be the hub for all things tech. So Michael Hitzlick, I think his name is on Sunday LA Times. I don't know him very well, but apparently he wrote this crazy article. And I totally disagree with him and need to call him out on it. He doesn't know what he's talking about. It's the typical fear mongering, oh, we're living in a bubble, Silicon Valley. I will say that it's very bubble-ish. And I wrote a post that there is a bubble, but it's not a bubble. There's two kinds of bubbles. There's the dot-com bubble that we all are familiar with that just completely imploded and carnage everywhere. And it was horrible. I mean, we're seeing some big brands out here. He talked about Facebook Groupon. And I wrote the post and said that the extraction point for this is simply these big new mega franchises are making money. So I think they're worthy of that kind of valuation. When you see Twitter, for example, having massive valuations, I mean, what other company can throw a government into freedom literally overnight? That's Facebook and Twitter. To me, that's a serious valuation. Unconventional metrics to value that. Okay, I think they deserve it. Zynga, they're printing money. Groupon, printing money. Unlike the dot-com bubble, nobody was making any money. Right, but you know, it's interesting. The dot-com bubble obviously harnessed the Internet to create all these companies. They didn't make any money. But at the same time, all that was created in the dot-com bubble is actually now being used by these new generation of companies, like you mentioned, to create money, to create value, and actually to provide services to customers as well. I mean, everything about the dot-com bubble that was overhyped actually happened. Not at the revenue level. So it did happen. But I think today's bubble is a real bubble and worthy of the valuations. The problem I see is when you see Quora, companies like Quora who rarely have come out of the womb in terms of a startup getting kind of valuations, kind of insane. So I think the car is going to be at that kind of entrepreneurial level where a little bit over expectations. But from your standpoint, you know, Roku is the kind of company that's pioneering new business models. And most people think of video at the living room.  They think of Netflix. I'll see the poster child for this new model.  As a pioneer, you're constantly facing this valuation question. How do you address that being a new force in this new model? Well, I think that it goes back to, you know, your message about dot-com bubbles.  We sell it on the market. You know, we have competitors that are pure software plays that allow you to download that, you know, that client. But there's no transaction involved. And so we've sold over a million units, well past a million units. We passed it in 2010. You know, we look at it as, hey, look, we've created this hardware platform for content owners and content distributors to deliver and monetize their content on our platform. Companies like Netflix are very, very important to us. That's how Roku really was started as this company today. But the goal here is to build a platform for monetization of content. And we're doing it by the books. You know, we're working with the content owners. It's a real business. You guys have a real business, but you're also doing things that, quite frankly, are not conventional wisdom. So all this bubble talk about, you know, how do you compare a company like Facebook with 600 million users and growing and going on a tear in Zynga and Netflix now and you guys. I mean, the new user expectations are such that these kinds of franchises are developing. And it's real business. Yeah, and what you're seeing then is like, you know, a company like Netflix basically challenges the traditional way of gain entertainment. Blockbuster has to basically change their model to try to compete. You know, other companies like Amazon bring in a VOD service as well to compete. So I mean, you're seeing this disruption in the kind of the way that content is delivered. And that really has a lot to do with a company like Netflix who's built a amazing business. That first started with DVD delivery and now is obviously streaming with DVDs as well. I'm John Furrier. We're on the extraction point with J. Brian, Jayquit, thanks for coming on. And you're from Rukoo. So tell us about the paradigm of new media.  So much has changed. Internet access has changed. What's different now that's really enabling you guys to be a real business and to kind of sway those bubble sayers, you know, off the rhetoric. Ledge. Well, I should clarify, Rukoo actually was founded in 2002 as an audio, pictures and audio streaming type of devices had a sound bridge product and a photo bridge product early on. And it wasn't until 2008 that the Rukoo player that everyone knows today came on the market as a Netflix product. I think that what we're seeing is, you know, companies like Rukoo are taking the tact of, hey look, we can make an affordable product, but it has to be really easy to use. Anyone has to be able to install it and use it. There has to be wireless built into it so they can connect it to their network. Broadband speeds obviously are increasing dramatically. And this whole notion of streaming seven years ago was, you know, there was nothing there. Like, you know, the DVR, which our CEO Anthony Wood basically founded at Replay TV, was the way to basically download to disk and then play off a disk. Now, obviously the hype is all about streaming and that requires, you know, the cloud computing, bringing the content down, subscription services, on-demand services. You can start now inserting ads into the stream all the time to allow content owners to monetize that way as well. And so our goal here and this whole thing is basically building this platform, this really seamless platform, that allows easy entry into our ecosystem and also the ability to monetize. And I think that we've helped a lot of companies in a short amount of time start to be successful with online video. A lot of people are saying that the costs of boxies, momentum, their costs, and their stumbling, they had a little stumble. How has that affected you guys? Well, I think that, I mean, Boxie and Roku take very, very different, you know, different, basically, points of entry into this market. Boxie created a piece of software that aggregates content from all these different sources. Roku made a piece of hardware. So we're at the bat, we started selling that hardware. We make money off of that hardware. We start to build in subscription services. Boxie, I think, found that it's really difficult to create a platform for the delivery of content to the television through hardware. They are basically saying, hey, we want the Boxie user interface on a lot of different devices and we're going to basically work with D-Link and with iOmega and with these other partners that they've announced. It took a long time for them to deliver the first product, the Boxie box. And I think they went through some growing pains in that and they're obviously out now, but we kind of take the tack that, hey, look, it's good to own both the software and the hardware because it's not easy to make a really great experience with online video for the television. And, you know, I think it takes a lot of work and these other companies are finding that out right now. What do you think the content market is like right now? Obviously, we've been talking in SiliconANGLE about the Huffington Post and AOL and the whole search focus. We're going to have Rick Srenta on from Bleco on Thursday and he's going to address the whole content farm thing and they just cut a deal today with Stack Overflow. So there's a big movement towards what has become a content business for Google. And you guys are obviously in a different business when you're streaming high quality through the average Joe six-pack out there who wants good content. Has the content market gotten dumbed down and has it affected video? What's your trends forecast on video? Talk about content, good, bad, ugly? Well, I think that what we realize is that that people will pay for good content and that the services and the, you know, we call them channels on our platform that are successful are delivering great content and great value. Netflix proved with their streaming service that the back catalog was actually really compelling. People like to watch TV shows. They're willing to pay seven, eight bucks, ten bucks a month to watch, you know, movies that maybe aren't, you know, new releases. But at the same time, you know, we have Hulu Plus on our platform, which is $7.99 a month, which is day after broadcast and they just added new content from Viacom with The Daily Show and Colbert and a bunch of stuff from MTV and places like that. And so people are saying that, look, I'm going to, I'll buy the box or I'll buy this service, I'll buy this Blu-ray player. If it's got great content and I'll pay for it. I think what you're going to see is there'll be some hashing out of, you know, hey, if I'm paying a subscription service, do I need to also be watching commercials? And or, you know, at what rate am I willing to actually, you know, kind of pay for a subscription and also be able to, you know, stomach 30 seconds here, 45 seconds there. I mean, I think that the market for content is very ripe but it has to be good quality and that goes for, you know, movies and television shows as well as live sports, international content. Actually, a perfect example here is that we made available on our platform the Al Jazeera English live stream a couple weeks ago, about a week and a half ago through a video channel called, a news channel called Roku Newscaster. And it went through the charts. People just are hungry for that kind of experience and they love watching it on the television and so that was really, really great. And, you know, obviously we're getting pretty good numbers of SiliconANGLE TV and the cube operation when we go to events at Strata, we had 1.2 million views in two days, 500,000 views live and 500,000 on demand, which really shows half the views were live and half were like discovery. So there's a massive content market. People are starved for content, so that's clear. The question that comes up is, you know, search has never cracked the code on video. There's always been that, you know, search is text and Google has kind of owned that market and there's just a graveyard of dead bodies of people trying to do video search. So how do you guys address the whole discovery? Is it going to be a program guide? I saw some, everything's got this cool iTunes, Apple apps, you know, iPhone, iPad apps. Is the new control of the iPad? That's a great point. It might be. I mean, we've seen that as well. You know, there's some Roku remotes out there for iPhone and for Android. And we've been talking to another company about this iPad app that they're working on as well. I mean, the idea that you can basically search and discover on the tablet and then fling maybe the content up to the TV I think is pretty compelling for some people. I mean, that's what Steve Jobs, to a certain degree, is envisioning with AirPlay. You know, hey, find it on your iPhone or on your tablet and then throw it up to the TV. Search and discovery I think are two huge challenges and it's not only discovery within a certain, you know, content channel, it's discovery across different channels. So if I say, you know, I want to watch lost, I want to be able to easily figure out where I can watch that. Can I watch it on live linear TV? Can I watch it on demand, on Netflix? Can I watch it on Amazon video on demand? What is the usage model? And I think that that's going to continue to be challenging. We do a good job of allowing search within our content partners, but we haven't addressed search across the content partners. And so you can have like a program guide kind of thing? Yeah, I mean, I think that's the idea and I think the challenge here is just being able to basically use the landscape of the television to allow for content to bubble up and maybe, I mean, you see it within a Netflix experience already where if you rate things on the desktop experience, then it shows up within your Netflix channel on Roku, you know, movies that you might like, movies that are, you know, based on this, movies that are based on that and so you can easily navigate. It's very visual. You see big cover art on the screen. You can navigate with the, you know, the five piece remote that we offer. So I think you'll see more along those lines as well. Okay. So we're going to jump into other news today. Some other big news on the, that we got some exclusive insight on was the HP buying Vertica acquisition. And I asked HP, talked to some people off the record, talked to HP on the record. They had a few comments. They wouldn't tell us how much they paid for the acquisition, but apparently HP bought Vertica, Bilroca mass company for an undisclosed amount of money. They did say that it wasn't material from the financial standpoint to report, which means they won't tell, and it's too low. It's not a big number. But it also speaks volumes about HP. HP's analytics strategy is changing. Their new CEO is on board. He's from SAP, gets software. So this is an interesting gesture from HP and actual purchase because it forces them to execute the enterprise analytics play, which really is not about data warehousing. It's about analytics as a platform. So information management is a key market for HP. It's forced them to execute. HP considers Vertica to be a leading technology-enabled real-time business analytics. They see the acquisition of 300 customers in real-time as a key value, and obviously that's the customer. But really it forces HP to sunset their NeoView product. And they won't tell us how much they paid for it. And the big question I asked was, will they be sold through HP channels? And they said really no comment there, and that they also did not comment that they would sell an appliance. So as you know, in the Oracle market, appliances are hot. HP would be very hard-pressed not to sell an appliance. So that's that. And HP is going to be forced to deal with that. Dave Vellante, researcher at Wikibon, had some interesting comments. I'll read them here. Dave felt that the business angle was there's been a run on next-gen database companies. HP claims it is number six worldwide in the software space. This is woeful, and Leo clearly has an agenda to beef up HP software IP. The market angle for HP is a critical piece of IP that will allow them to integrate its hardware and compete with Oracle. So that's ultimately the real tech angle. It's going after the bundled IP with hardware. I think that's going to be something that's going to come from HP. And also, Vertica has also pushed databases into VMware, and that's going to be a virtualization play. So HP is going to have to figure that out, and that's kind of the enterprise news that we're close to on the cloud side is this business analytics. But the data is a hot market. Big data and information analytics is one of the hottest topics, and we've had on theCUBE and here on SiliconANGLE TV, ClickFox CEO, Marco Pacelli talking about data. Have you heard of ClickFox at all? I have not heard of it. They're a company in New York, and they basically mine the big data from all these consumer companies like Sprint and folks of huge call centers, and they basically look for DNA patterns of consumer behavior, and can show a customer experience throughout multiple dimensions and then provide that feedback. So they're the only company on the web that I've found that are actually mining data analytics and kind of developing with it versus this big old data warehouse. So the extraction point for that HP and even though it's kind of boring, it's a prize kind of stuff, is that the data warehouse model, which was once this fenced off, closed operation, now is really prime time for developers, and you're seeing the smartest developers actually leveraging the data to do that, and obviously we're at cloud era here, the home of Hadoop, we're at the home of big data, so that's a big trend, and we're watching that pretty closely. We survey and we mine data from our customer base all the time. The things that we're doing well, the things that we're not doing well, and really guides us. I mean, we're a very data hungry company and actually use that a lot in our everyday development and design of our products and our services. I think that, I mean, understanding customer data is... What do you say to the folks out there that haven't unlocked the data mining side of it? I mean, really unlocked. Everyone says, hey, we got data, but I think that the people just, they do it to kind of make themselves feel like they're maybe on the right path to something instead of actually using it, so I would urge people to actually use it. I mean, it's the best information you need to get in real time to understand the things that you need to improve on, both in the current products as well as in future products and help you guide it yourself. So I mean, I think that data is critically important in this day and age, no doubt about it. We're going to talk about a big data point out there that we're going to extract some insight into, and that is the Apple's 30% cut of subscriptions in their app store. So the Apple announced today the in-app store subscription model for magazines, newspapers, music, and videos, and their cut is going to be 30%. So the question is, will that mean higher prices and does Apple have the muscle to pull that off? Yeah, they do. They're huge. But I mean, that's big. That's pretty big. It's very big. And I think that they obviously, I think I read the release, they're taking a cue from the daily model that they just recently introduced with News Corp. And using it across different partners. I mean, it shows the breadth of their platform. Look, the reality is that they have devices across mobile and tablet and desktop that span millions and millions of customers and to be able to take a subscription service and to put it on that platform and blast it across, you're going to get instant access to millions of customers. And so I think that that's the leveraging point they are going to be taking advantage of right now. My last company, I started podcasting coming called PodTek, and we were hot and podcasting, and we were very bullish on media and business. We had iTunes was just hitting the stride. And so Apple was revolutionizing the music business which had an existing business model and their pricing set the stage for that kind of revolution. But they never monetized podcasts which put my company out of business Evan Williams' company out of business which then he did Twitter. I did Silicon Angle, some turn around he did Twitter, I did Silicon Angle. And then PodShow which was Adam and Curry. And so basically he killed it. And so the independence kind of died and all the big guys were recycling their content on podcasting. So this is really the first time that Apple from the ground up is actually going to monetize new forms of media. So the question is will it take and will people just tack on a 30% surcharge for the massive amounts of distribution. Because you know back in the day when I was doing the podcast and we were like, wow, if they charge for podcasts we could make a shitload right. So now if I got a publication, I want to compete with Rupert Murdoch and I have good content. Why not pay Apple 30% cut? It's better than making zero and going out of business, right? I think that the My angle is that those that have subscription services already have to make that decision, have to understand kind of how that is going to affect them. A new publisher of content whether they have music or they have video or what have you it's just like they made an app for the app store and charged $1.54 or $2.00 or whatever for it. To me that sounds like a no brainer. Where this has an impact is for those that already have existing subscription models that are basically in the platform already that are making applications for iOS or what have you and how they might be impacted. For anything that's new it seems like a small price to pay to get mass distribution. From our perspective, Roku, we actually have a paid apps platform that we rolled out in January on our product as well. So now, before basically you had a subscription to Netflix and then you linked your account.  You had a subscription to MLB.TV NHL Game Center, Amazon Video on Demand, you linked your account and then the billing all went through those different individuals. We actually have a way now though for publishers to publish a paid app, whether it be a subscription service or a one time fee on the Roku platform and now a Roku customer puts a credit card against their Roku account when they first buy the Roku product and then can do a one click to buy a game, a puzzle. We have 20 of these really nice videos nature videos and unbelievable videos that cost 20 bucks or something like that. And then even more importantly we have a cable channel on there now Wealth TV, it's a smaller cable channel but they charge 2.99 a month and you get the live linear television feed that you would get as if you were a Fios customer or what have you. Plus you get a full on demand library and there's a lot of 3D content. So we take a cut as well of all those transactions. You have to be in business. You have to get a little distribution fee for that, right? But for smaller publishers of content and even for some of the bigger ones the convenience of going through our platform for example rather than basically having their own platform making the customer go off to another website and subscribe and turn it on the back end it's much more convenient it's a much lower barrier to entry for less friction for the customer as well as for the publisher and I think it's a good thing. Talk about some of your distribution you guys doing pretty well any highlights you want to share with the folks out there? Well from a pure numbers perspective Any kind of inside the numbers in this period of ESPN Well we surpassed a million units sold in late 2010 which is a big milestone for us as a company but more importantly actually there's a couple stats I'd like to highlight one is that we've served over a billion streams of content so every time a movie gets streamed a TV show music etc those are streams and we're over a billion served as we say but even like more incredible is that in December we saw that Roku customers were actually using their Roku product to watch movies TV shows listen to music etc for over 11 hours per week the national average for a cable subscriber of viewing is just over 36 hours so we were accounting for over just under a third of the viewing on our platform which I think is a testament to the growing popularity of Roku and the popularity of streaming and on-demand delivery of content to the television people are using these types of devices whether it be Roku whether it be Blu-ray players connected TVs etc to consume content and that's both on-demand content as well as live content and I think that's pretty important We're here with Brian Jaquit of Roku talking about online video big day they were talking about all the extraction points in today's news I'm John Furrier with Silicon Angle talk about some of the different types of content you mentioned the different variety you have a long-tailed distribution or different variety of content from churches sessions in Florida to big pirated stuff or governments being overthrown in Egypt etc how important is local live content to you guys uptick in people facing on the live local you had some successes with things from church to local events I think local and live is going to be big in 2011 I think that news has always been one of those touch points that people are really hungry for whether it be national news but more importantly local news you're seeing that with this channel called Roku NewsCaster which is just an aggregation of video podcasts and live feeds from whether it be NBC ABC, Fox, CNN Al Jazeera English as I mentioned all aggregated in one and you can basically watch the NBC Nightly News about a couple hours after it airs nationally on the east coast on your Roku but live is really important and that's live local live events as well as live sports we have over 150 channels on our platform now and international is also a really really big piece there's a lot of Indian television we were streaming Cricket the Cricket World Cup that's coming up coming a lot of expats are basically using our product to bring that content into their living room and basically they turn it on and they let it run for hours and so they're consuming a lot of that content on a daily basis but you know the big guns that we've talked about during the course of this show Netflix and Amazon Video on Demand and Hulu Plus are very very important sports leagues like NHL and MLB.TV Ultimate Fighting Championship which is live paper view Ultimate Fighting so I think that we're seeing and as you mentioned church we have a whole category in our Roku Channel Store for spirituality a number of churches that are streaming their local Sunday services onto our platform live and then also they're complimenting that again with a full compliment of on demand content as well and I think that's the power of these types of products and these platforms and I mentioned earlier with Wealth TV you have the live linear feed complimented by a full on demand library it's something you cannot do on services and I think that's the power of the internet that's so amazing right now is you can have that kind of mix it's not your standard cable in a way it's like cable back when cable evolved except now there's no scarcity of channels so you could have cricket in your living room you could have whatever spirituality you want anytime on demand let's talk about the media block Egypt and the whole internet I was saying on Twitter this was the modern day martial law at a global scale internet being shut down government basically trying to shut down any kind of liberation via the internet you guys are a big part of having that channel up on Roku tell us some insight into how that all happened can you share just some color around it what happened what was it like, how did it feel look at the outcome it felt pretty good actually it's one of those things where you kind of looked at it and it's a power of our platform so what happened and what your role was in that one of the ways it actually happened was that we started seeing through our Twitter feeds that people were streaming Al Jazeera English through their Roku players and we were trying to figure out how they were doing it and they were doing it in a really kind of backwards way they were having to go into one of the channels that's available on our platform and actually adding this stream and then going to their computer and sign up for this account it made it really really hard but we were seeing it and so we did some investigation and then we found where they were pulling the stream from and I basically asked one of our engineers I said how easy would it be to actually get this stream and put it into one of our Roku newscaster channel which is incredibly popular and people know it and it's really easy to add and people can go in and basically start it and so sure enough about an hour later he said I've been able to extract the stream and what it is it's there you know go crazy and we then what was the timetable between you going hey you know there's some activity going on here the people were tinkering just to get the stream and to when you actually turned on the newscaster that was the night before and then we actually turned it on by midday the following day and what I thought was so fun about this was basically how fast we were able to move and how we were able to basically see this opportunity to bring information not for self-promotion it's legit it's legit movement and you weren't alone Facebook and Google guys were doing the same thing there was some kind of guys who rolled their sleeves and said hey that's the right thing to do and you saw some of the videos that minivan that ran over 21 people and there was a ton of violence and the government was trying to shut it down it was fun it was fun because it was just you were able to basically react and then we saw overwhelming support for this we put it in our newsletter and we let our fans and our customers know about it and I think that it was a blueprint for what we might be able to do in the future as well and how we might be able to react even faster maybe next time it's in the data right it's all about data mining you were basically looking at the data so time from identification was a day and a half you said identification was like a Tuesday night and then we had the channel up and going by Wednesday midday early afternoon so how does that just walk me through kind of like the play by play internally you go hmm there's some serious shit going on over there you want to keep this you want to make an impact do you call the CEO is there a board meeting was it just pretty much streamlined it was pretty streamlined you know we have a very you know Anthony Wood who's our CEO is very much a believer in this open platform you know we make our SDK available to anyone that wants to download it as long as you're respective of rights and you have rights to the content and also it's nothing that's illicit or nothing that's derogatory, hateful we basically are of the mind that will make your channel available it has to work on our platform obviously so that is that's the directive and I think that what we saw was that you know there's a few of us that basically identified an opportunity to expand our content offering in our distribution and we went after it and full support of the CEO and the other executive team that's great Brian we quit from Roku, great pioneer you guys are open culture any final comments to the folks out there around the data revolution platforms, software what are the key innovation trends that you see because you guys are kind of pioneering you know obviously moving to the living room involves connectivity there's a whole trend towards cord cutting which you know we won't get into now we can maybe do another segment on but there isn't a lot of choice consumer you know bay within the home so you guys are fighting many battles on the trend side but are there any key things that you look at go these are key mega trends that just will enable a new kind of user experience new kind of benefits similar to how you explain you know you saw some trends with the data with what was going on in Egypt and how that just kind of came together you guys really enabled some pretty massive change historic change with Egypt what trends do you see that will help average users get a better experience with the internet content etc well I think that what we're seeing is a transformation of the content and availability I mean you know there's going to be a day where basically anything that's ever been published anything you want anything that you desire to watch or listen to or consume is going to be right for the picking and I think that platforms like Roku and there are other companies obviously that I think are helping from an standpoint you know we haven't talked about Apple and Google in terms of of their forays as much into the living room but 2010 saw a huge uptake in you know just the awareness of these types of solutions and I think that companies like Google and Apple are to benefit or actually are to thank for things you know to for creating that even the on the other side that we see the success of Netflix and basically that awareness that is there for the three screens now that you've got these mobile apps you can consume on the desktop and then you can consume on the television one subscription takes you across those three mediums Roku plays a really integral part in that as well and you can see that for Hulu Plus one subscription across three different mediums MLB.TV one subscription across three different mediums NHL is the same way I think that what what you're starting to see is you're starting to see content really open up and we're we're seeing an explosion of the availability of content and companies that were not as willing to kind of test the waters with their content are now coming back and saying oh hey you know Roku or others you know okay you've got over a million people that are using this or bought this product that are using this product now Apple you've actually had a lot of success on the TV product we can start looking at different ways to distribute and diversify the distribution of our content across these platforms but the key is obviously is is can I monetize that in the right way and what's that what's that model is that model an extension of the linear experience that you're already paying for on your cable or satellite dish is that model and all a card experience you know what's the model for distribution and I think that that you're going to see a few different forays into that in 2011 and I'm John Furrier, Brian Peckquot the uh... jquit I'm sorry from Roku that's the extraction point we're talking about mobile we're talking about the internet bubble new brands and mega brands are emerging we're talking about mobile world congress and that's a wrap for today thanks Brian for giving us the insight into the trends in your company and you know as a pioneer congratulations on all your success and great to hear the story about Egypt and you guys have done thank you