Radiation is measured using some sort of Geiger-Mueller counter. This is the old fashion kind that you see in your science fiction movies. Here the the tube is here. If we open it like this then it's exposed to the atmosphere and if you look at the reading here there's going to be a little bit of background so there should be some some small reading so you can see that normally there is some radiation. If we put it near a source you can see that it that needle is going to measure the nuclear decay but it doesn't record it so we're going to put this aside and we're going to use a computer so that we can store the data. So what you have here is the radiation detector and it's got the tube inside here just like we saw in the in the old-fashioned kind and so if we hit collect we're going to collect data for about 60 seconds and this will give us our normal background radiation. So each blip is one count so far we have one two four five six seven eight so this was actually two counts and what I'd like you to notice is with radioactive decay it's not like clockwork so that it's one two three it may be a burst and then a lull and then another burst or it you know as you can see here we had two at one point then we had in succession we had three so this we want to do is to do this a number of times and then take the average because you wouldn't want to take just one reading but for purpose of looking at the different values we're going to only do one test so we're going to save this now we know that there's normal radiation and what's what we call background I'm going to run it again and this time I'm going to put a source that I know to be somewhat radioactive and we'll compare it to our background so really if you wanted to give the actual value you would take subtract the background from the next reading we're going to get so I'm going to say collect and I want to put this on the same graph so what you see I have here is a bag of fertilizer now on a bag of fertilizer you see three sets of numbers the first one tells you how much nitrogen is present the second one how much phosphorus and the third how much potassium when when you are getting your fertilizer the potassium for the fertilizer you actually get it from rock and you and grind up potassium rich rocks also in that potassium you will find a radioactive potassium which is potassium 40 and a little bit of rubidium for the phosphorus that those rocks are going to contain uranium and thorium so just because of the natural occurrence you're going to get some natural radiation so look at the blue in comparison to the red all right let's look at another source so we're going to add also to this graph and this time we're going to use the mantle from a camping lantern and these mantles are made using thorium salts saturated in a cotton fiber and the reason that the camping lanterns are using the mantle is because when you burn the fuel that's in the lantern you don't get very much light you get a little yellow for some fuels and blue from other fuels but if we use the mantle it does a couple of things one it makes the flame smaller and concentrates the light and it gives off a white light rather than the the blue or the yellow from the fuel another source that you'll find around the house is a smoke detector now I've taken the smoke detector apart and inside here there is a little small amount of amyretium and that amyretium is radioactive and it's going to emit and if there's smoke in the way the detector is not going to pick that up and it's going to sound an alarm so let's let's record this amyretium is an alpha emitter and also some gamma since we we can see already how much more radioactive it is I wanted to also show you what happens if we just put a piece of paper between the counter and the source you can see that with alpha particles it's very easy to block so the smoke detector that you have at home has a plastic coating on it and the alpha particles are not going to actually escape so you don't have to worry about the fact that you're going to be exposed to high radiation so you can see that there's lots of sources of radiation around the home and you can see from our observations here that we can measure using the radiation monitor the amount of radiation in the air


St. Moucher has recorded a total of 29 confirmed cases of COVID-19. 27 of the confirmed cases have recovered and are reintegrated into their communities. Currently, there are two active cases in care at the respiratory hospital. Both positive cases are recovering well in care. A total of 8,827 tests have been conducted to date. The last confirmed case of COVID-19, recorded on Saturday, October 10th, is the 48-year-old minibus driver. He is presently at the respiratory hospital in care. His COVID-19 tests have been repeated and validated and they confirmed as positive. A total of about 500 persons have been reviewed in relation to this new case. This includes close contacts, minibus drivers and commuters from the bus route and residents from the community. 283 tests have been done and the results received so far are negative. About 50 people have been placed in quarantine. The community and contacts of the case will be monitored for a period of 14 days to assess the impact of this case. This past weekend, in response to this case, investigations and contact tracing commenced in communities and amongst key populations of concern. And these activities are still ongoing. In addition, respiratory clinics were extended over this weekend to support contact tracing related to this case. The constituency council office in Larrish was set up as a community outpost to aid in accelerating assessments and testing. As part of the advance planning for the possibility of a community outbreak, the present quarantine capacity and testing capacity has been reviewed and the capacity for increased cases which may be required at the respiratory hospital. Interventions in the more affected communities included health education and the distribution of face masks at key locations, the strengthening of preventative and controlled measures with the support of community leaders and gatekeepers, the scheduled social activities for affected communities are being reviewed to determine their adherence to protocols or the requirement for cancellation. This new confirmed case presents a high level of risk at the community level. We continue to appeal to the public to cooperate and share relevant information with the health team. We also remind the public that the Ministry of Health remains the official source of accurate information and should seek clarification at that level. The five community respiratory clinics remain open for persons with presentive signs and symptoms and the 311 information hotline is available to help address COVID-19 related questions and concerns. The treatment and care for COVID-19 related conditions remain free of charge to the public. As usual, the Ministry of Health and Wellness, we will provide regular updates as received.


Hey, what's up, YouTube is Zeke and welcome back to the dream green show today. I'm going to answer the question What do acorns actually buy with my money? Let's get into it. Hey, what's up, YouTube? Everyone knows that acorns is one of my favorite apps that I use every time I swipe my card It rounds up to the nearest dollar and invest my pocket change into the stock market. So far I have $2,382.65 invested into acorns into the stock market just for me spending my pocket change I have my portfolio set to aggressive by roundup settings at times two and ten dollars invested every Friday if we look at the aggressive profile Large company stocks invests about 40 cents of every dollar into large company stocks 20 cents of every dollar into small company stocks 10 cents of every dollar into emerging market stocks 10 cents into real estates and then another 20 cents into Large company stocks of every single dollar. So I have mine set to aggressive. There's also a moderately aggressive moderate Moderate conservative and conservative, but I like mine set to aggressive It's actually not that dangerous of a of a portfolio to half It's actually pretty moderate to my standards, but yes The aggressive is the one I'm choosing for acorn if we look at my performance details Once I click on performance details over there in the last year I'm up 270 dollars and sixty nine cents beating the stock market. I'm actually up 12.76 percent So usually through history you usually looking for a gain of anywhere from six to eight percent of the stock market in one year And this one year alone using acorns. I'm up twelve point seven six percent just from my pocket change rounding up I'm almost to twenty four hundred dollars And the question I'm gonna answer today is what do acorns actually buy with the two thousand four hundred dollars that have Invested into this platform before I answer that right quick in the last 30 days I've had invested one hundred and forty five dollars and ninety two cents to acorns $40 on re incurring once again, that's ten dollars every Friday and then on my roundups alone $100 and ninety two cents and I actually had a friend of mine sign up from acorns after I told him about How much money I've saved and made from investing in acorns He actually signed up and I got a five dollar referral from him So if you guys want to use the link the link is down in the description if you don't have a It's a pretty simple app to set up and all you have to do is set it up once and then it'll start Reinvesting your money as soon as you set it up that one time. Okay, so if you want to figure out what acorns is investing My money into you just click on your Performance details you swipe over once it's really was kind of tricky getting to if you don't use the app often But I know how to get there. So in In in large company stocks that have four hundred and seventy seven dollars invested into that large company stocks 956 dollars invested in that small company stocks $476 emerging market stocks $240 in real estate stocks $231 but what stocks are they actually buying with my money? I'm going to show you how to figure that out with the tap of a finger All you want to do is go over the first one large company stocks and click on it Okay, so with large company stocks the ETF that they actually buy is VE a vanguard of TSE Develop markets. Okay. All right. So so far this company is up $6 and 38 cents up to $44 and 24 cents up 16.85% on the year. So I have a 18.1% year to date return Right down there at the bottom and the whole these that this company actually hold with under VE a is Nestle Samsung electronics Hsbc No V in Tor to Yoda and ROG Roach holding AG. All right. So these are the holdings of this ETF These are just a couple of the holdings of this ETF VE a okay The next one that I have the most money invested into is large company stocks Now pretty sure once I click on it, it's going to say VO. Let's check it out and see Exactly, it's the vanguard S&P 500 ETF one of the best ETFs to invest in ticker symbol VOO year to date is Up 25% with the price being at $293 and 56 cents Some of their holdings are the big bankers Apple Microsoft Google Amazon JP Morgan Brickenshire halfway So this is the the vanguard sp 500 ETF is a very safe one to get into and It's one of my largest holdings in the acorns episode I'm glad that they're spending my money Wisely, let's check out a couple of the other ones small company stocks The one that they buy ETF that they buy is VB Vanguard small cap. Okay last year. It is up 22% some of their holdings is towers Fortune brand home security Genware financials Jaden Corp. Hens brand Haines brand ink and Garnet Co GCI so these are a couple of the small cap Vanguard ETFs that are holding ticker symbol VB The next one is emerging market stocks. I hold $240 of that There by the ETF ticker symbol VWO Vanguard emerging market stocks of the last year It is up 15.93% and a couple of their holdings is Tenants holding Taiwan manufacturing Alibaba group Napster China construction in Industrial and commercial Bank of China. So these are a couple of emerging stocks that they are buying I have two hundred forty dollars investing into that and then the last one is real estate stock I'm going to take a wild guess. I never clicked on this before but I'm going to say ticker symbol It's going to be a Vanguard one. Let's find out ticker symbol VNQ Vanguard read index ticker symbol VNQ of the last year They're up seventeen point six percent up to ninety dollars and fourteen cents a couple of their holdings is Simon property group PLD Equinox Public storage host hotels and resorts and equity Residential ticker symbol EQR.  Why don't I just invest into these companies myself? Well, like me when I first started off I Didn't really know how to play the stock market or getting to it and this app was very simple to get into also With with VOO is up to two hundred dollars just to buy one share If you don't have two hundred ninety dollars to buy one share at a time You could actually invest with a corns and they buy partial shares at a time So you own point five percent of Vanguard ticker symbol VOO S&P 500 and Over time you invest your chains into that to you actually accumulate one full share of that company So you could withdraw money any time that you want and it actually reinvest your money back into you when they pay out Their dividends into your account and it automatically reinvested back into the Companies that you have set up on your aggressive profile So that's one of the main reasons to use a corns is because it has partial shares It takes your change and can buy a percent of a company other than you having to save up $290 at one time if the price could go up three hundred dollars by the time you save up $290 and you want to even back to have a share by the time you hit two hundred ninety dollars So if you have a corns you can invest partial shares And stack up on some stock with just your pocket But yeah guys comment down below if you have an acorns out and how long have you been using it? And how much money do you have invested into acorns? Just comment that down below also check the descriptions I do giveaways all the time It might actually be a giveaway in the description right now If you scroll down and click that and while you're down there go ahead and hit that subscribe button And hit the thumbs up button. It really helps this channel out a lot other than that This is Zeke bringing you the dream green show and I'm out. Peace. How much? Okay


Live from Las Vegas, it's theCUBE. Covering Edge 2016, brought to you by IBM. Now, here are your hosts, Dave Vellante and Stu Miniman. Welcome back to IBM Edge, everybody. Hashtag IBM Edge, go to ibmgo.com. This is theCUBE, the worldwide leader in live tech coverage. Our friend Eric Kurtz-August here. He's the vice president of product marketing for the IBM Storage Division and Software Defined Division. Great to see you again. Thanks for coming up. Great, well thank you very much. Always love coming to theCUBE. You're looking good. No Hawaiian shirt? You must have been presenting or something. I was presenting this morning, so I couldn't wear my normal Hawaiian shirt, but next cube I'll have my Hawaiian shirt on. No tie, obviously. No, I don't think I've worn a tie. You're old one? I think I own one or two, but I don't think I've worn a tie for a long time. Dave's got the tie for us, so, you know. I got it covered. So, you look good. How was VMworld? VMworld was incredible. You know, it was here in Vegas instead of the normal place San Francisco, so some of the booth layout wasn't as good, but there was a lot of energy around it. Obviously the EMC, Dell, you know, weren't going to do the acquisition next Wednesday, it was announced on Wednesday, so there's a lot of hubbub around that. We see it as a great opportunity for us. VMware has a partnership with IBM's cloud division, so they did a big to-do about that. The block was there. It was huge. The block was on stage with Pat.  Very strong place. I mean, you know obviously a lot about VMware and the VMware ecosystem. You were at EMC for a number of years. You guys were very good at leveraging that relationship. Helps when you own 80% of it. But what's your take on VMware as, you know, in a state, if you will? Everybody, you know, sort of the tongue-in-cheek was VMware's the legacy. Huge, huge business. What's your take on VMware as, you know, from a customer standpoint and the opportunities for IBM? Well, from our perspective, you know, we're working with any hypervisor. So, VMware, Hyper-V, KVM, OVM, as you know, containers are the hot thing, so we're working with container partners as well. So, however they want to put the applications, whether that be in a container configuration or some sort of virtual machine, of which there's four choices right off the bat, we want to make sure that our customers are always taken care of from that perspective. I think the biggest issue from a VMware perspective is where do they go now that they're part of Dell? You know, when I was at EMC, Joe Tucci had a very clear way, which is they were the Switzerland storage and the Switzerland servers. And you guys at EMC don't complain that they're working with IBM, don't complain they're working with other storage vendors because their job is to make money. And the way to do that is for them to be Switzerland. Michael Dell's personality is not Joe Tucci, so it'd be interesting to see in the long run, how does he treat that business? Does he treat it the way Joe did, which is they're the Switzerland of, so they'll be able to work with us, no problem, and other storage vendors, same thing on the server side. So, it'd be interesting to see how that really plays out because that was quite honestly EMC's magic with VMware was kind of leaving them alone and letting them do their own thing as long as they made the right revenue targets and profit targets and they did. And I'm not sure that Dell has that same sort of temperament that Joe Tucci did. And there's some signs that that's shifting a little bit. Nutanix is a good example. Now, when Chuck Hollister was there, he was blogging and sort of attacking Nutanix, the whole V-SAN thing. Some of that's Pat, right? Pat has more of a vertically integrated, if I can use that phrase, you know, strategy. And some of that could be Michael, but are you seeing indications that you're not sort of an equal partner as you used to be in the VMware ecosystem? So far not. So I'm actually the storage executive sponsor to VMware and used to work for Pat Gelsinger, who's the CEO. You know the lay of the land. I know the lay of the land. And so I'm the exact sponsor. To read the tea leaves. And so far, you know, all of the things I was at the VMware had their partner exchange conference, which was in April and they had all of the big OEMs in and Michael addressed everything and says, don't worry about it. They're staying independent. I expect them to work with all you guys, just like they always have when it was EMC. We sounded legitimate. So the proof will be in what happens in the future. Don't you think that would be a huge mistake though for VMware to sub-optimize its business in order to help, you know, the Dell business? Wouldn't that be a strategic mistake? So I would agree that would be a strategic mistake. There's a lot of options. I view it as there's sort of three options.  And so now everybody runs to OVM, KVM, to Microsoft for Hyper-V and to the container, all the container startups. So they run away over there and that could hurt them in the long run. The other option is that he keeps it, keeps owning as much as he owns, but takes the Joe Tucci attitude. The third option is truly to spin them out completely. Say Pat, go make your thing, make the money. As you know, if you calculate out what a spinout would generate from a Dell perspective, it would pay for the EMC acquisition and probably have a couple billion left over. So I don't know if Michael's going to do that. And then, of course, the other option is to do a partial spin, like what EMC did one time, and you know, I think you might have still been at EMC when they went down to 19.9%. They still were the biggest shareholder, but they're not legally now the owner anymore.  From our perspective, obviously, if they stay independent, that's great. If they don't stay independent, that's okay because we're already working with Microsoft with Hyper-V. We already work with container people. We already work with Oracle Virtualization Manager, and we work with, of course, KVM as well. So we have always been that way and a good storage vendor wants to make sure that whatever sort of virtualization layer, or now I'll call it a container layer, that end user chooses that you want to be able to do. You know, a lot of big, big enterprises, even though that's a stronghold of VMware, a lot of those guys have definitely Hyper-V because it's usually bundled in for free in their enterprise license agreements, or some of them obviously because of the KVM being basically free, not really free, but certainly less expensive. So a lot of these big shops actually are already dual hypervisor entities anyway. So we've always had to do that. If they decide to, if you will, get sucked into Dell, which I'm not sure would be the right thing, but if that's the decision they make, we want to make sure that our customers are taken care of, and I do think a lot of customers would flee to another hypervisor slash container. If they stay independent and do what they did under EMC's range, and where are we working with them all the time anyway? We work with them in the channel. We have a channel program going on with them at one of our large business partner series. That's gone very well for us. It's a virtualization with our flash systems through our partner. So we'd love to keep doing that. I think it depends. The two and three would be the best, right, Stu, for the industry. I mean, the Switzerland, you know, and or spinning the whole thing out, would be best for the industry, would you agree? Yeah, absolutely. I mean, Eric, you've worked, you know, we spent over the last decade trying to fix all the things that virtualization broke in the storage stack. I'm curious, you've mentioned containers a couple of times. Can you kind of unpack for us where we are kind of in storage for containers? Because most of the early applications were really kind of stateless there. And just kind of where storage fits as to where does it just work, and where does it have to kind of tie in to make, you know, storage work better for containers? Right, well, one of the things from a container perspective, and of course, you had it in the early virtualization, was how do you keep data consistencies and move things around? You know, now you've got vMotion, you know, obviously the storage vendors have all worked with VMware to make sure that that ended up being right, and that data didn't get lost, data was not being corrupted, data was still available. The container guys are going to go through the exact same thing. It may be a different paradigm. I would actually argue that containers are sort of an evolutionary paradigm. You started with the virtual machine, now a container is the next wave, but it's not a radical transformation because the container, again, is the app is sitting in the container and the data is sitting in the container, which is what a virtual machine does. How they, there are definite differences and so from a storage perspective, you want to make sure that, A, if data gets moved from container to container, it doesn't get corrupted, it's still valid, still good. Do you have data consistency? If you're replicating from, you know, if you really, if containers become like VMware and Hyper-V and they, if you will displace virtualization, then they're going to be moving things around, you got to replicate from one site to another site. All those data consistency issues that you had to deal with in the virtualization layer, first with VMware, then with Hyper-V, then with all the other, you're going to probably end up with the same sort of issues in the container space. So we're already working with some container vendors. We've already been engaged with them and make sure that as they get out there and it becomes a bigger business, that, you know, we can handle the storage issues such as data consistency, avoiding corruption on data, move from container to container. The same issues that, quite honestly, IBM had to deal with all the virtualization vendors as well. So a lot of those challenges have to happen in the open source world. You know, IBM's got a great position in open source. Does that give IBM an advantage to go in and be important in kind of the adoption of containers? Well, you know, we are the biggest contributor to the Linux world of any of the existing vendors. And in this case, I'm not talking just storage, I'm talking IBM, the corporation. So we've got more guys working on Linux. You know, we've got a mainframe initiative. We have a power initiative. Obviously, we support OpenStack and all the other frameworks that are out there from a storage perspective as well. So, you know, you do need to be in that space and we're in that space in a big way as a company. So as things need to happen in the container market space, we're there, we have credibility with the developer community, right? And if you will, street cred that the developers say, okay, IBM, well, a commercial entity understands how the open source community works and is fair, equitable, you know, and doesn't try to strong arm them. So I think that that's to our advantage as containers displace, and that's if they do displace virtual, I think it's still an open switch. I don't think there's a real decision yet. You know, when virtualization came out of kind of, it really did sweep the market quickly. Containers have been around for a while now and they don't appear to be knocking all the virtualization vendors on their heels yet. So it'll be interesting to see, can they take their game up a notch and knock all the virtualization vendors out? Do the virtualization vendors get smart? Because if I was running either the Hyper-V division or if I was Pat, I would be saying, I'm going to create my own container thing or I'm going to buy a container company. So that way, if the guy wants containers, I've got the best containerized solution. I've got the best virtualization solution, but I'm not in that business. For us, whatever they choose, any one of the virtual engines, any one of the container engines, we didn't make sure that the data is always there. It's always available. It is not being corrupted and it can be adequately replicated and be consistent when it gets to that other side. Those are the same issues we dealt with virtualization. So yes, we need to be involved because of the openness of the community, but IBM's well-positioned already has been doing that in a number of different areas for the company anyway. I mean, I was, I'm sort of surprised that if something hasn't happened there, maybe the price is too, too rich for Docker or even core OS and they just couldn't justify it. I want to talk about product. One of the things that I was excited about when you came to IBM is you're a product guy and you understand that storage has always been about cycles, getting product to market, getting R&D into the product pipeline, into customers' hands. So give us the rundown on the product portfolio. What's new? What's hot? So this year for us has been an incredible amount of product launches. So we started with early flash launches. We introduced the A9000 family, store-wise all flash arrays. We've got the deep flash 150 with spectrum scale for big data and analytics. So a huge raft of products around that. We also own the software-defined computing part, what we call spectrum computing. And so we launched a distribution that included PatchySpark, our spectrum computing software and our spectrum scale, again for big data analytic workloads. So we had a lot of take up there. We also refreshed that spectrum computing line in July, comprehensive first sort of major overhaul and in some cases as much as 80 times the throughput from what we were doing, because we hadn't done a major overhaul for three years. So an incredible boost in performance, flexibly in fact, earlier today at Tom Rose Emilia's Edge leadoff session, one of the customers for spectrum computing is Red Bull Racing. And Red Bull Racing was talking about how they use it and how they use it to control all of their work flows, et cetera. And then the last thing of course has been the spectrum storage family. We launched a suite. So up to 40% discount that was in January. We had a major launch with spectrum scale, which now transparently teals tiers to any cloud with the REST API, to IBM Cloud Object Storage, formerly known as Cleversafe, Spectrum Protect, Backsup Cloud. So we actually did a launch last week. We already had IBM Object Storage, Cleversafe support for backup as source or target. We could see SoftLayer as a target. We added Amazon S3 last week. Okay, so we're continuing from a cloud perspective and we have close to 400 smaller CSPs and MSPs that already use Spectrum Protect for backup. So a whole bunch around that and we just announced copy data management today. So we now have a copy data management solution. As you know, you can generate all these copies, whether it be the snapshot, the replicas, how do you manage it, how do you catalog it, how to essentially, how do you keep it from getting out of control. And when you get out of control, originally as you remember, it was all about replication for disaster recovery only in case it was an earthquake, fire, or flood. Now you're replicating to give a real live data set to the developers to work on. So now you've got copies galore and then you have snapshotting of course, which allows you to help your backup, the snapshot is the source that's set in the primary server. So the copy data manager is going to be a very rich market for us and we just launched that product today, Spectrum copy data management. So that will be available in early October. So really fleshed out the Spectrum line. We special a lot around all flash, the Spectrum computing line, and then lastly our VersaStack takes advantage of what we've done with all of the flash array technology from both the flash system side, which uses custom flash modules, what we've done with our store wise family, we have all flash across our VersaStack line as well, which we do jointly with Cisco in the conversion infrastructure space. So there's a lot and there's more coming. We have a major launch coming of our Spectrum virtualize technology coming in the October timeframe. So that would be very cloud centric. So hopefully people will tune in. So we've got stuff coming there. We have some additional things happening in flash also in Q4. So very, very busy. And the key thing is people don't buy products, storage guys like me, I love that stuff. But you know what?  It's about applications workloads and use cases. You ought to show how your storage makes their applications workloads and use cases better because they're all about Spark or if they're traditional, they're all about Oracle or SAP.   And I've done thousands of executive briefings between IBM the first time, between EMC, all the startups, run around with channel partners all the time. I have never, ever, ever met a CIO that was a storage guy ever. So they're mostly software guys now. And so they don't like to deal with storage. And it is about applications workloads. It's all about the data. How do you use the data? How do you take care of that data? How do the apps use the data? So the storage vendor that is making sure they work in the healthcare space and got right things for the financial application base, right things for government applications. That's what matters. And you know, the storage guy who understands how to solutionize their storage products and not just be storage speeds and feeds. That's the future of where things, and you know, it's a very tight market for all the storage vendors. I mean, it's been a tight market the last three years. Flash has really impacted the revenue base for vendors like us. The more flash you sell, you don't sell the big $5 million boxes short-stroking hard drives. You sell an all-flash array for $300,000 and software defined. And we were again, one of the analyst firms that of course tracks the numbers. Their numbers came out last Thursday and when you take the storage system, business and storage software added together, we're the number two storage company in the world. But our software business is skyrocketing, which actually means we had a lower number in hardware, but the software went up. But we don't sell as much hardware anymore. We sell more storage software and software defined. That was the IDC numbers? Yeah, the IDC numbers came out last Thursday. So their storage systems and their storage software came out when you take storage systems, which is what is for us. The storage company is both. Some guys aren't. I mean, we have some smaller players that are software only. You got some all-flash guys that only do flash arrays. We do both. When you add it together, we are the second biggest storage company in the world again and have held that position now for the last five years. Behind EMC. Well, Dell now is number one. Were they counting EMC and Dell together? Yeah, Dell and EMC were merged together for the first day. Oh, no, they were not, because it was last quarter's data. So right, they're always a quarter behind. So in Q2, they were separated out. So we were, we've been number two now for five years in a row, adding the complete storage solution set. We're not a storage software vendor only. We're not a storage system vendor. We have all those solutions. And of course, if you think about it, a lot of the value out of our arrays, Spectrum Accelerate comes on the FlashSystem A9000 and the XIV. Spectrum Virtualize comes on the FlashSystem V9000 and all the store-wise product lines. So a lot of the value is in those two pieces of software. And then of course, you need backup and archive to protect it. And we did very well in, done very well with Spectrum Protect, which again, according to the IDC guys, is number one in enterprise backup, or number two overall, that you got guys like, you know, they're playing in the low end like Veritas, but for enterprise backup, we are the number two and number one enterprise backup player in the world. And number two overall, cause you don't really have low end backup. We only have enterprise. So a lot of activity going on this year and a lot of launches. So- Love it. And you're right. CIOs that care about outcomes, you know, the infrastructure to them is plumbing. Right. They want it to be rock solid, dirt cheap and super fast. And then don't talk about it. And it never needs to fail. Right. Always available. Oracle Open World's going on this week, head to head with Edge. What are you guys doing in the Oracle world? So IBM actually has a giant booth there. We're a grand sponsor, which is one of the top levels. All the division, not every division, but most divisions of IBM are going, the storage division actually has more pedestals than anybody. So we have our DS 8888, all flash mainframe attached. You know, 2.5 million IOPS, about 500 microseconds of latency. But of course, most importantly for that, those workloads is reliability, availability and serviceability, six, nine box, 31 seconds of downtime a year, multi-site replication, you know, all the things that are important in that space. We have all our software defined products there and obviously flash. Right. Our other flash systems that are not in the mainframe space. Oracle for the storage division is probably our number one or number two workload of all the workloads. They're not counting virtualization because obviously a lot of the world is virtualized, but to me, that's an infrastructure too. Virtualization is not an application.  So from an app perspective, Oracle, if not our number one is definitely our number two application workload. So we've got a nice presence there and we've got a lot of our end users there. Some end user here obviously at this show, but we have a bunch of end users. We actually have some that are both. Part of the guys are here and part of the guys are over there. So we're actually having meetings in both locations at the booth at Oracle World and then also here at Edge. Great. Industry's changing quite dramatically. Dell EMC, you got Amazon coming in. China's another one. You have a background in Chinese history. So, and nobody's really talking about China. You know, it was interesting to see how China held up that Dell EMC deal. It'd be interesting to find out what concessions you know, were extracted from Michael for the China deal. But clearly China is increasingly a global power. How do you see, again, with your background in Chinese history, what do you see as this pontificates Ramon? China's role in this global economy from an IT perspective. So from an IT perspective, obviously right now their focus has been more at the low and mid range. Okay, so desktops, what's left of the desktop world, the laptop world, obviously a lot of the big vendors use the, you know, ODM original design manufacturers and then they actually bring it out with their logo on it. So they've already been very powerful there. They've started to add storage. Lenovo's a partner of ours and OEMs and it leverages our product in the field. We have a partnership with another Chinese vendor who's going to be using some of our software technology. So for us we see it as a good market. The guys who do track the number space, we've been the number one all flash ray in China for the last two years. Obviously this year's not over, but for 15 and 14, we were the number one all flash ray in China. So that's been good for us. I do think what are the Chinese really going to do in storage? Are they going to buy somebody? Are they going to try to do it on their own? Sometimes they are overly sensitive to the cost factor. Not that cost isn't important, but let's take flash. Is flash basically the same price as a hard drive array now? Yeah. Was it more expensive two years ago? Uh-huh. But because you could reduce your server farm because you didn't have to short stroke 1,000 hard drive based arrays, the impact on the power, the rack, the stack, the floor, the servers and in the mid-size where you don't always have all the software enterprise license agreements, software licensing for mid-size companies. So even when flash was quote more expensive cost per gig for the data center was way cheaper. So, but do the Chinese understand the impact of flash and are they waiting? And you know, also what about the resiliency characteristics? You know, the products that have come out of China so far that have been native done. The resiliency characteristics, the five nines is six nines have been kind of mediocre. What about replication? I mean, you really need those technologies to have a real robust, whether it be a traditional data center, obviously, in today's modern world, the cloud. So they could be a factor. They could buy somebody. Are they going to understand the nuances that it's not just about low cost. It's about cost effective and delivering value for that cost. And sometimes they tend to be, it's just, if you excuse my French, cheap. And cheap is maybe it's okay at Herzog's Barn Grill for global Fortune 2000 enterprises. Cheap is usually not good. Cost effective, delivering the right performance levels, giving the right reliability, availability, and serviceability is critical in these top 2000 companies in the world. It's critical. And right now they don't appear to have understood that well enough to be a force. That said, the Chinese always end up being a force long term. So IBM has said, hey, we're going to swim upstream. Software defined, flash, you know, cloud, cognitive, analytics. That's the tailwind that we're going to ride. Higher margin, value, business value, business outcomes. You've sort of made that bet. Good bet. It's worked for IBM in the past. It's likely work in the future. The industry though is changing. You know, the days of 60% gross margins, you know, as an independent storage company for EMC and NetApp seem to be shifting. I don't know, maybe Peor can replicate that. Maybe others, but. I think the key thing is that's part of the reason why a margins will be tight in the system side. They're not going to be what they were in the past. The cloud, whether it be public cloud in the low end or hybrid cloud for the bulk, you know, if you, I'd say upper-mid market, you know, the $5 billion company app, most of those guys are not going to go 100% cloud. They're going to go hybrid. Now by the way, that couldn't mean half their workloads are sitting in clouds. Okay, so you're only going to have half of the infrastructure that you need on site. Same thing, flash has dramatically lowered the price. You don't need a $5 million array, short stroke it, try to get 200,000 IOPS and boy, four milliseconds of latency, you think you died and go to heaven. Our all-flash array for 300,000 is a million on a single array, and you can aggregate the arrays, but on a single array, a million and a hundred microseconds of latency, which, and of course, latency is the number one enemy of most applications. So that right away has just ripped the pricing out of the storage business. Cloud is a factor, and one of the good things about software defined, and you know, what we do is to steal from Burger King, have it your way. You want it on-premise, we have full arrays. You want cloud, we have cloud, we have IBM software, but the IBM storage division works within and a ton of different cloud providers. Like I said, Spectrum Protect is available from close to 400 MSPs and CSPs. We sell our storage tape to other cloud providers. So you've got cloud versions, you have full array versions, and you also have software-only versions. So from our perspective, we're riding that wave, and I think one of the things that IBM has gotten great checkmarks, great kudos for in this pass of this change in transformation is it is have it your way. You want cloud, we got all this stuff in the cloud for storage. You want to still get an on-premise array, great. The A9000, for example, has features that are cloud-centric. Secure multi-tenancy, thresholding, and quality of service. Now, we could sell that to a cloud service provider. We then would have Flash in their data center or to a hybrid cloud for the enterprise guys. The point is, you can a full array, in this case, with cloud feature sets, cloud-only configs, and then software-only, which doesn't have to work on hardware. Spectrum Virtualize, which is a block virtualization stack, which provides enterprise-class data services, SNAP, replication, real-time compression, data at rest encryption, et cetera. We support close to 400 arrays. They don't have an IBM logo. So if they want to buy software-only, God love them. They want to buy cloud, God love them. They want to buy arrays, God love them. You know what? The big enterprises often may buy all three. This division uses this, these workloads are on-prem, this workload is software-only, so we're seeing some of our biggest customers actually consume the storage in all three ways. So for us, we have that flexibility. A lot of other guys don't. Right, and increasingly, do you see a lot of growth in just surfacing those services through APIs, I mean longer term, that whether it's in the cloud or wherever, and you're charging for those services as they're consumed, is that? Right, so in that case, if you will, storage is a service model, and we've got that available today with Spectrum Accelerate, Spectrum Protect, obviously through these cloud providers. So we view it as, it will transform over time, but in the short term, or actually I'd say to the midterm, people want flexibility and we have three different instantiations of consumption and almost nobody else does. They don't have software-only, they don't have cloud versions, someone's a software-only company, some guy's an array, pure's a nice little company, but they're array-only and they're losing money. They have no cloud configuration. They don't have a software-only load that you can just buy the software and buy the flash from anybody else, or buy the flash from us and use their software. We do. You can take Spectrum Accelerate, Spectrum Virtualize, Spectrum Protect, you have a whole set of products that work with everybody else's gear that's not ours, and in many cases, available as cloud configurations, which is exactly, so it gives the customer freedom of choice and a lot of the other vendors don't have that capability or technical depth to be able to do that, and we can. All right, we got to leave it there, but I'll give you the last word, put a bumper sticker on what you just said. Why should I buy from you? We've got choice and we are writing the wave of the future, not looking at the past. Shoulda worn my Hawaiian shirt. Ha ha ha, Eric Herzog, what always a pleasure, man, seeing you. Thank you. Thanks very much for coming up. Thanks too. Keep right there, everybody. Stu and I will be back. This is IBM Edge. We're live from Las Vegas, be right back.


From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. The reverse momentum in tech stocks caused by rising interest rates, less attractive discounted cash flow models, and more tepid forward guidance, can be easily measured by public market valuations. And while there's lots of discussion about the impact on private companies and cash runway and 409a valuations, measuring the performance of non-public companies isn't as easy. IPOs have dried up and public statements by private companies, of course, they accentuate the good and they kind of hide the bad. Real data, unless you're an insider? Insider is hard to find. Hello and welcome to this week's Wikibon Cube Insights, powered by ETR. In this Breaking Analysis, we unlock some of the secrets that non-public emerging tech companies may and may not be sharing. And we do this by introducing you to a capability from ETR that we've not exposed you to over the past couple of years. It's called the Emerging Technologies Survey and it is packed with sentiment data and performance data based on surveys of more than 1,000 CIOs and IT buyers covering more than 400 companies. And we've invited back our colleague, Eric Bradley of ETR, to help explain the survey and the data that we're going to cover today. Eric, this survey is something that I've not personally spent much time on, but I'm blown away at the data. It's really unique and detailed. First of all, welcome, good to see you again. Great to see you too, Dave. And I'm really happy to be talking about the ETS or the Emerging Technology Survey. Even our own clients of constituents probably don't spend as much time in here as they should. Yeah, because there's so much in the mainstream, but let's pull up a slide to bring out the survey composition. Tell us about the study. How often do you run it? What's the background and the methodology? Yeah, you were just spot on the way you were talking about the private tech companies out there. So what we did is we decided to take all the vendors that we tracked that are not yet public and move them over to the ETS. And there isn't a lot of information out there. If you're not in Silicon Island, you're not going to get this stuff. So Pitchbook and Tech Crunch are two out there that give some data on these guys. But what we really wanted to do was go out to our community. We have 6,000 ITDMs in our community. We wanted to ask them, are you aware of these companies? And if so, are you allocating any resources to them? Are you planning to evaluate them? And really just kind of figure out what we can do. So this particular survey, as you can see, 1,000 plus responses, over 450 vendors that we track. And essentially what we're trying to do here is talk about your evaluation and awareness of these companies and also your utilization. And also if you're not utilizing them, then we can also figure out your sales conversion or churn. So this is interesting not only for the ITDMs themselves to figure out what their peers are evaluating and what they should put in POCs against the big guys when contracts come up, but it's also really interesting for the tech vendors themselves to see how they're performing. Yeah, and you can see two thirds of the respondents are director level or above. You got 28% of C-suite. There is of course a North America bias, 70, 75% is North America, but these smaller companies, they start doing, that's what they start doing business. So, okay, we're going to do a couple of things here today. First, we're going to give you the big picture across the sectors that ETR covers within the ETS survey. And then we're going to look at the high and low sentiment for the larger private companies, and then we're going to do the same for the smaller private companies, the ones that don't have as much mind share. And then we're going to put those two groups together and we're going to look at two dimensions, actually three dimensions. Which companies are being evaluated the most? Second, companies are getting the most usage and adoption of their offerings. And then third, which companies are seeing the highest churn rates, which of course is the silent killer of companies. And then finally, we're going to look at the sentiment and mind share for two key areas that we like to cover often here on breaking analysis security and data. And data comprises database, including data warehousing, and then big data analytics is the second part of data. And then machine learning and AI is the third section within data that we're going to look at. Now, one other thing before we get into it, ETR very often will include open source offerings in the mix, even though they're not companies, like TensorFlow or Kubernetes for example. And we'll call that out during this discussion. The reason this is done is for context because everyone is using open source, it is the heart of innovation. And many business models are super glued to an open source offering, like take MariaDB for example. There's the foundation, and then there's the, with the open source code, and then of course the company that sells services around the offering. Okay, so let's first look at the highest and lowest sentiment among these private firms, the ones that have the highest mind share. So they're naturally going to be somewhat larger. And we do this on two dimensions, sentiment on the vertical axis and mind share on the horizontal axis. And note the open source to see Kubernetes, Postgres, Kafka, TensorFlow, Jenkins, Grafana, et cetera. So Eric, please explain what we're looking at here, how it's derived, and what the data tells us. Certainly, so there is a lot here. So we're going to break it down first of all by explaining just what mind share and net sentiment is. You explain the axis. We have so many evaluation metrics, but we need to aggregate them into one. So that way we can rank against each other. Net sentiment is really the aggregation of all the positive and subtracting out the negative. So the net sentiment is a very quick way of looking at where these companies stand versus their peers in their sectors and sub-sectors. Mind share is basically the awareness of them, which is good for very early stage companies. And you'll see some names on here that are obviously been around for a very long time. And they'll really be the bigger on the axis on the outside. Kubernetes, for instance, as you mentioned, open source. This fact is standard for all container orchestration. And it should be that far up to the right because that's what everyone's using. In fact, the open source leaders are so prevalent in the emerging technology survey that we break them out later in our analysis because it's really not fair to include them and compare them to the actual companies that are providing the support and the security around that open source technology. But no survey, no analysis, no research would be complete without including these open source tech. So what we're looking at here, if I can just get away from the open source names, we see other things like Databricks and OneTrust. They're repeating as top net sentiment performers here. And then also the design vendors, people don't spend a lot of time on them, but Miro and Figma, this is their third survey in a row where they're just dominating that sentiment overall. And Adobe should probably take note of that because they're really coming out from. But Databricks, we all know probably would have been a public company by now if the market hadn't turned, but you can see just how dominant they are in a survey of nothing but private companies. And we'll see that again when we talk about the database later. Yeah, and I'll just add, so you see Automation Anywhere on there, the big UI path competitor, an company that was not able to get to the public markets, they've been trying. Sneak, Peter McKay's company, they've raised a bunch of money, big security player, they're doing some really interesting things in developer security, helping developers secure the data flow. H2O.ai, DataIQ, AI company, we saw them at the Snowflake Summit, Redis Labs, Netscope and Security. So a lot of really names that we know that ultimately we think are probably going to be hitting the public market. Okay, here's the same view for private companies with less mind share, Eric. Take us through this one. Yeah, on the previous slide too, real quickly, I wanted to pull out security scorecard and we'll get back into it, but this is a newcomer that I just think is, I couldn't believe how strong their data was, but we'll bring that up in a second. Now, when we go to the ones of lower mind share, you know, it's interesting to talk about open source, right? Kubernetes was all the way on the top right. Everyone uses containers. Here we see Istio up there. Not everyone is using service mesh as much. And that's why Istio was in the small amount of breakout. But still, when you talk about Netsentimate, it's about the leader. It's the highest one there is. So really interesting to point out, then we see other names like Kaliber in the data side, really performing well. And again, as always, security very well represented here, right? We have Aqua, Wiz, Armus, which is a standout in this survey this time around. They do IoT security. I hadn't even heard of them until I started digging into the data here. And I couldn't believe how well they were doing. And then of course you have any scale, which is doing a second best in this. And the best name in the survey, Huggingface, which is a machine learning AI tool, also doing really well on a Netsentimate. But they're not as far along on that axis of mind share just yet. So these are again, emerging companies that might not be as well represented in the enterprise as they will be in a couple of years. Yeah, Huggingface sounds like something to do with your two year old. Like you said, you see high performers, any scale is doing machine learning. You mentioned them, they came out of Berkeley, Kaliber, governance, influx data is on there. Influx DB is a time series database.  That's the bad zone, I guess, which, you know, Sysense does Viz, Yellowbrick data is a MPP database. How should we interpret the red dots, Eric? Is that, I mean, is it necessarily a bad thing? Is it, could it be misinterpreted? What's your take on that? Sure, well, let me just explain the definition of it first from a data science perspective, right? We're a data company first. So the gray dots that you're seeing that aren't named, that's the mean, that's the average. So in order for you to be on this chart, you have to be at least one standard deviation above or below that average. So that gray is where we're saying, hey, this is where the lump of average comes in. This is, you know, where everyone normally stands. So you either have to be an out performer or an under performer to even show up in this analysis. So by definition, yes, the red dots are bad. You're at least one standard deviation below the average of your peers. It's not where you want to be. And if you're on the lower left, not only are you not performing well from a utilization or an actual usage rate, but people don't even know who you are. So that's a problem, obviously. The VC is the P's out there that are backing these companies, you know, they're the ones who mostly are interested in this data. Yeah, oh, that's great explanation. Thank you for that. No, nice benchmarking there. And yeah, you don't want to be in the red. All right, let's get into the next segment. Here we're going to look at evaluation rates, adoption and the all important churn. First, new evaluations. Let's bring up that slide. And Eric, take us through this. Yeah, so essentially, I just want to explain what evaluation means is that people will cite that they either plan to evaluate the company or they're currently evaluating. So that means we're aware of them and we are choosing to do a POC of them. And then we'll see later how that turns into utilization, which is what a company wants to see. Awareness, evaluation, and then actually utilizing them. That's sort of the life cycle for these emerging companies. So what we're seeing here, again, with very high evaluation rates, H2O, we mentioned, security scorecard jumped up again. Chargebee, Sneak, Salt Security, Armist. A lot of security names are up here. Aqua, NetScope, which God has been around forever. I still can't believe it's in an emerging technology survey, but so many of these names fall in data and security again, which is why we decided to pick those out, Dave. But, and on the lower side, Veena Acton, those unfortunately took the dubious award of the lowest evaluations in our survey. But I prefer to, you know, focus on the positive. So security scorecard, again, real standout in this one. They're in a security assessment space, basically.  And it's an area of real interest right now amongst our ITDM community. Yeah, I mean, I think those Arctic Wolf is up there too. They're doing managed services, you mentioned NetScope. Yeah, so okay. All right, let's look at now adoption. These are the companies whose offerings are being used the most and, you know, are above that standard deviation in the green. Take us through this, Eric. Sure, yet again, what we're looking at is okay, we went from awareness. We went to evaluation. Now it's about utilization, which means a company, a survey respondent's going to state, yes, we evaluated and we plan to utilize it, or it's already in our enterprise and we're actually allocating further resources to it. Not surprising again, a lot of open source. The reason why it's free. So it's really easy to grow your utilization on something that's free. But as you and I both know, as Red Hat proved, there's a lot of money to be made once the open source is adopted, right? You need the governance, you need the security, you need the support wrapped around it. So here we're seeing Kubernetes, Postgres, Apache Kafka, Jenkins, Grafana. These are all open source based names. But if we're looking at names that are non-open source, we're going to see Databricks, Automation Anywhere, Rubrik, all have the highest mind share. So these are the names, not surprisingly, all names that probably should have been public by now. Everyone's expecting an IPO imminently. You know, these are the names that have the highest mind share. If we talk about the highest utilization rates, again, Miro and Figma pop up, and I know they're not household names, but they are just dominant in this survey. These are applications that are meant for design software. And again, they're going after like an auto desk or a CAD or Adobe type of thing. It is just dominant how high the utilization rates are here, which again, it's something Adobe should be paying attention to. And then you'll see a little bit lower, but also interesting, we see Kaliber again. We see Hugging Face again. And these are names that are obviously in the data governance MLAI side. So we're seeing a ton of data, a ton of security. And Rubrik was interesting in this one, too. High utilization and high mind share. We know how pervasive they are in the enterprise already. Yeah, Eric, Alex, keep that up for a second, if you would. So yeah, you mentioned Rubrik, Cohesity's not on there. They're like sort of the big one. I'm going to talk about them in a moment. Puppet is interesting to me because maybe the early days of that sort of space, you had Puppet and Shaft, Shaft and they had Ansible, Red Hat bought Ansible and Ansible really took off. So it's interesting to see Puppet on there as well. Okay, so now let's look at the churn because this one is where you don't want to be. It's of course all red because churn is bad. Take us through this, Eric. Yeah, definitely don't want to be here. And I don't want to dwell on the negatives. We won't spend as much time, but to your point, there's one thing I want to point out that I think it's important. So you see Rubrik in the same spot, but Rubrik has so many citations in our survey that it actually would make sense that they're both being high utilization and churn just because they're so well represented. They have such a high overall representation in our survey. And the reason I call that out is Cohesity. Cohesity has an extremely high churn rate here about 17% and unlike Rubrik, they were not on the utilization side. So Rubrik is seeing both, Cohesity is not. It's not being utilized, but it's seeing a high churn. So that's the way you can kind of look at this data and say, hmm, same thing with puppet. You notice that it was on the other slide. It's also on this one. So basically what it means is a lot of people are giving puppet a shot, but it's starting to churn, which means it's not as sticky as we would like. One that was surprising on here for me was Taneum. It's kind of jumbled in there. It's hard to see in the middle, but Taneum, I was very surprised to see as high of a churn because what I do hear from our end user community is that people that use it like it, it really kind of spreads into not only vulnerability management, but also that endpoint detection response side. So I was surprised by that one mostly to see Taneum in here. Mural, again, was another one of those application design softwares that's seeing a very high churn as well. So you're saying if you're in both, like Alex, bring that back up if you would. So if you're in both, like MariaDB is, for example, I think, yeah, they're in both. They're both green and the previous one in red here. That's not as bad. You mentioned Rubrik is going to be in both. Cohesity is a bit of a concern. Cohesity just brought on Sanjay Poonin. So this could be a go-to-market issue, right? I mean, because Cohesity's got a great product and they got really happy customers. So they just maybe having to figure out, okay, what's the right ideal customer profile and Sanjay Poonin, I guarantee, is going to have that company cranking. I mean, they had been doing very well in the surveys and had fallen off of it. The other interesting things, when they were in the previous survey, I saw C-Vent, which is an event platform. My only reason I pay attention to this, because we actually have an event platform. We don't sell it separately. We bundle it as part of our offerings. And you see Hoppin on here. Hoppin raised a billion dollars during the pandemic and we were like, wow, that's going to blow up. And so you see Hoppin on the churn. You didn't see him in the previous chart, but that's sort of interesting. Like you said, let's not kind of dwell on the negative, but you really don't, churn is a real big concern. Okay, now we're going to drill down into two sectors, security and data, where data comprises three areas, database and data warehousing, machine learning and AI and big data analytics. So first let's take a look at the security sector. Now this is interesting because not only is it a sector drill down, but it also gives an indicator of how much money the firm has raised, which is the size of that bubble. And tell us if a company is punching above its weight and efficiently using its venture capital. Eric, take us through this slide. What are the, you know, explain the dots, the size of the dots, you know, set this up please. Yeah, so again, the access is still the same. That's sentiment in mind share, but what we've done this time is we've taken publicly available information on how much capital a company has raised.  And then whether it's green or red is basically saying, relative to the amount of money they've raised, how are they doing in our data? So when you see a net scope, which has been around forever, raised a lot of money, that's why you're going to see that more leading towards red, because it's just been around forever and kind of it would expect it versus a name like security scorecard, which has only raised a little bit of money and it's actually performing just as well if not better than a name like a net scope. One trust doing absolutely incredible right now beyond trust, we've seen the issues with Okta, right? So those are two names that play in that space that obviously are probably getting some looks about what's going on right now. Wiz, we've all heard about, right? So it's raised a ton of money. It's doing well on that sentiment, but the mind share isn't as well as you'd want, which is why you're going to see a little bit of that red versus a name like Aqua, which is doing container and application security. It hasn't raised as much money, but it's really neck and neck with a name like Wiz. So that is why on a relative basis, you'll see that more green. As we all know, information security is never going away, but as we'll get to later in the program, Dave, I'm not sure in this current market environment if people are as willing to do POCs and switch away from their security provider, right? There's a little bit of tepidness out there, a little trepidation. So right now we're seeing overall a slight pause, a slight pooling and overall evaluations on the security side versus historical levels a year ago. Now, let's keep, let's stay on here for a second. So a couple of things I want to point out. So it's interesting. Now, Sneak has raised over, I think, $800 million. Now you can see them, they're high on the vertical and the horizontal, but now compare that to lacework. It's hard to see, but they're kind of buried in the middle there. That's the biggest dot in this whole thing. I think I'm interpreting this correctly. They've raised over a billion dollars. So Mike Spicer company, he's the one who funded, he was the founding investor in Snowflake. So, you know, people watch that very closely, but that's an example of where they're not punching above their weight.  I'm still confident that they're going to do well because they're approaching security as a data problem, which is probably people having trouble getting their arms around that. And then again, I see Arctic Wolf. They're not red, they're not green, but they've raised a fair amount of money, but it's showing up to the right and decent level there. And a couple of the other ones that you mentioned, Netscope, yeah, they've raised a lot of money, but they're actually performing where you want. What you don't want is kind of where lacework is, right? They've got some work to do to really take advantage of the money that they raised last November and prior to that, so. Yeah, if you're seeing that more neutral color like you're calling out with an Arctic Wolf, like that means relative to their peers, this is where they should be, right? It's when you're seeing that red like on a lacework where we all know, wow, you raised a ton of money and your mind share isn't where it should be. Your net sentiment is not where it should be comparatively.  So those basically in a nutshell of you're a PE or a VC and you see a small green circle, then you're doing well. That means you made a good investment. Yeah, some of these guys I don't know, but you see these small green circles, those are the ones you want to start digging into and maybe help them catch a wave. Okay, let's get into the data discussion. And again, three areas, database slash data warehousing, big data analytics and MLAI. First we're going to look at the database sector. So Alex, thank you for bringing that up. All right, take us through this, Eric. Actually, let me just say, PostgreSQL, I got to ask you about this. It shows some funding, but that actually could be a mix of EDB, the company that commercializes Postgres and Postgres, the open source database, which is a transaction system, kind of an open source oracle. You see MariaDB as a database, but open source database with the companies, they've raised over 200 million and they filed an S4. So Eric, it looks like this might be a little bit of mashup of companies and open source products. Help us understand this. Yeah, it's tough when you start dealing with the open source side, right? And I just, I'll be honest with you, there is a little bit of a mashup here, right? There are certain names here that are 100% for profit companies, and then there are others that are obviously open source based. Like Redis is open source, but Redis Labs is the one trying to monetize the support around it. So you're 100% accurate on this slide. I think one of the things here that's important to note though is just how important open source is to data, right? If you're going to be going to any of these areas, it's going to be open source based to begin with. And Neo4j is one I want to call out here. It's not one everyone's familiar with, but it's basically geographical charting database, which is a name that we're seeing on a net sentiment side, actually really, really high. When you think about it, it's the third overall net sentiment for a niche database play. It's not as big on the mind share because it's use cases aren't as often, but third biggest play on net sentiment I found really interesting on this slide. Yeah, and again, I want to just, so MariaDB, as I said, they file an S4, I think $50 million in revenue. It might even be ARR, so they're not huge, but they're getting there. And by the way, MariaDB, if you don't know, was the company that was formed like the day that Oracle bought Sun, in which they got MySQL, and MariaDB has done a really good job of replacing a lot of MySQL instances. Oracle has responded with MySQL Heatwave, which was kind of the Oracle version of MySQL, so there's some interesting battles going on there. If you think about the Lampstack, the M in the Lampstack was MySQL, and so now it's all MariaDB replacing that MySQL for a large part. And then you see, again, the red. You got to have some concerns about there. Are there spikes been around for a long time?  And Dave, real quick, for the people that aren't aware, I just want to let them know that we can cut this data with the public company data as well. Right. So we can cross over this with that, because some of these names are competing with the larger public company names as well. So we can go ahead and cross reference like a MariaDB, you know, with like a Mongo, for instance, or of something of that nature. So it's not in this slide, but at another point, we can certainly explain on a relative basis how these private names are doing compared to the other ones as well. All right, let's take a quick look at analytics. Alex, bring that up if you would. Go ahead, Eric.  I just kind of went blank on that. So give me one second to catch up on this. Yeah, so I could set it up while you're doing that. You got Grafana up until the right. I mean, this is huge, right? Thank you, you lost my screen there for a second. Yep, again, open source name Grafana, absolutely up into the right. But, you know, as we know, Grafana Labs is actually picking up a lot of speed based on Grafana, of course. And I think we might actually hear some noise from them coming this year. The names that are actually a little bit more disappointing that I want to call out are names like ThoughtSpot. It's been around forever. Their mind share, of course, is second best here, but based on the amount of time they've been around and the amount of money they've raised, it's not actually outperforming the way it should be. We're seeing Moogsoft obviously make some waves that's very high net sentiment for that company. It's, you know what, third, fourth position overall in this entire area. Another name like FiveTran, Matillion is doing well. FiveTran, even though it's got a high net sentiment, again, it's raised so much money that we would have expected a little bit more at this point. I know you know the space extremely well, but you know, basically what we're looking at here, and to the bottom left, you're going to see some names with a lot of red, large circles that really just aren't performing that well. Influx data, however, second highest net sentiment, and it's really pretty early on in this stage. And the feedback we're getting on this name is the use cases are great, the efficacy is great, and I think it's one to watch out for. Yeah, Influx data, time series, database. The other interesting things I just noticed here, you got Tamer on here, which is that little small green, those are the ones we were saying before, look for those guys, they might be some of the interesting companies out there, and then Observe, Jeremy Burton's company, they do observability on top of Snowflake, not green, but kind of in that gray, so that's kind of cool. Monte Carlo is another one, they're sort of slightly green. They are doing some really interesting things in data and data mesh. So yeah, okay, so I can spend all day on this stuff, Eric, phenomenal data. I got to get back and really dig in. Let's end with machine learning and AI. Now this chart, it's similar in its dimensions of course, except for the money raised. We're not showing that size of the bubble, but AI is so hot, we wanted to cover that here. Eric, explain this please, why TensorFlow is highlighted and walk us through this chart. Yeah, it's funny, yet again, right? Another open source name, TensorFlow, being up there. And I just want to explain, we do break out machine learning AI as its own sector. A lot of this of course really is intertwined with the data side, but it is on its own area. And one of the things I think that's most important here to break out is that Databricks, we started to cover Databricks in machine learning AI. That company has grown, it's a much, much more than that. So I do want to state to you, Dave, and also the audience out there that moving forward, we're going to be moving Databricks out of only the ML AI into other sectors, so we can kind of value them against their peers a little bit better. But in this instance, you could just see how dominant they are in this area. And one thing that's not here, but I do want to point out is that we have the ability to break this down by industry vertical, organization size. And when I break this down at the Fortune 500 and Fortune 1000, both Databricks and TensorFlow are even better than you see here. So it's quite interesting to see that the names that are succeeding are also succeeding with the largest organizations in the world. And as we know, large organizations means large budgets. So this is one area that I just thought was really interesting to point out that as we break it down the data by vertical, these two names still are the outstanding players. Yeah, I just also want to call it H20 AI. They're getting a lot of buzz in the marketplace and I'm seeing them a lot more, Anaconda, another one, DataIcu, consistently popping up. DataRobot is also interesting because all the kerfuffle that's going on there, the Cube guy, Cube alum, Chris Lynch, stepped down as executive chairman. All this stuff came out about how the executives were taking money off the table and didn't allow the employees to participate in that money-raising deal. So that's pissed a lot of people off and so they're now going through some uncomfortable things which is unfortunate because DataRobot, we haven't covered them that much in breaking analysis but I've noticed them often times, Eric, in the surveys, doing really well. So you would think that company has a lot of potential but yeah, there's an important space that we're going to continue to watch. Let me ask you, Eric, can you contextualize this from a time series standpoint? But how has this changed over time? Yeah, again, not shown here but in the data, I'm sorry, Jordan. No, I'm sorry, I should have interjected. In other words, you would think in a downturn that these emerging companies would be less interesting to buyers because they're more risky. What have you seen? Yeah, and it was interesting before we went live, you and I were having this conversation about is the downturn stopping people from evaluating these private companies or not, right? In a larger sense, that's really what we're doing here. How are these private companies doing when it comes down to the actual practitioners, the people with the budget, the people with the decision-making? And so what I did is we have historical data, as you know. I went back to the emerging technology survey we did in November of 21, right at the crest, right before the market started to really fall and everything kind of started to fall apart there. And what I noticed is on the security side, very much so we're seeing less evaluations than we were in November 21. So I broke it down on cloud security, net sentiment went from 21% to 16% from November 21. That's a pretty big drop. And again, net sentiment is our one aggregate metric for overall positivity, meaning utilization and actual evaluation of a name. Again, in database, we saw it drop a little bit from 19% to 13%. However, in analytics, we actually saw it stay steady. So it's pretty interesting that, yes, cloud security and security in general is always gonna be important, but right now we're seeing less overall net sentiment in that space, but within analytics, we're seeing steady with growing mind share. And also to your point earlier in machine learning AI, we're seeing steady net sentiment and mind share has grown a whopping 25% to 30%. So despite the downturn, we're seeing more awareness of these companies in analytics and machine learning and a steady actual utilization of them. I can't say the same in security and database. They're actually shrinking a little bit since the end of last year. You know, it's interesting. We were on a round table. Eric does these round tables with CISOs and CIOs. And I remember one time you had asked the question, do you, you know, how do you think about some of these emerging tech companies? And one of the executives said, I always include somebody in the bottom left of the Magic Quadrant, Gartner Magic Quadrant in my RFPs. I think he said, that's how I found, I don't know, Zscaler or something like that, years before anybody ever knew of them, because they're gonna help me get to the next level. So it's interesting to see Eric in these sectors, how they're holding up in many cases. Yeah, it's a very important part for the actual IT practitioners themselves. You know, there's always contracts coming up and you always have to worry about your next round of negotiations. And that's one of the roles these guys play. You have to do a POC when contracts come up, but it's also their job to stay on top of the new technology. You can't fall behind. And like, everyone's a software company now. Everyone's a tech company, no matter what you're doing. So these guys have to stay on top of it. And that's what this ETS can do. You can go in here and look and say, all right, I'm gonna evaluate the technology. And it could be twofold. It might be that you're ready to upgrade your technology and they're actually pushing the envelope or it simply might be using them as a negotiation ploy. So when I go back to the big guy who I have full intentions of writing that contract to, at least I have some negotiation leverage. Eric, we got to leave it there.  I'm gonna definitely dig into this on my own time. Thank you for introducing this. Really appreciate your time today. I'll always enjoy it, David. And I hope everyone out there has a great holiday weekend. Enjoy the rest of the summer and I love to talk data. So anytime you want, just point the camera on me and I'll start talking data. You got it. I also want to thank the team at ETR, not only Eric, but Darren Braiman, who's a data scientist, really helped prepare this data. The entire team over at ETR, I cannot tell you how much additional data there is. We are just scratching the surface in this breaking analysis. So great job, guys. I want to thank Alex Meyerson who's on production. He manages the podcast. Ken Schiffman as well, who's just coming back from VMware Explorer. Kristen Martin and Cheryl Knight helped get the word out on social media. And in our newsletters, and Rob Hoef is our editor-in-chief over at Silicon Angle. Does some great editing for us. Thank you, all of you guys. Remember these episodes, they're all available as podcasts. Wherever you listen, all you gotta do is just search, breaking analysis podcast. I publish each week on wikibon.com and siliconangle.com. Or you can email me to get in touch, david.volante at siliconangle.com. You can DM me at davilante. Or comment on my LinkedIn posts and please do check out etr.ai for the best survey data in the enterprise tech business. This is Dave Vellante for Eric Bradley and theCUBE Insights powered by ETR. Thanks for watching. Be well and we'll see you next time on breaking analysis.


Yo, since we're in the lift for this, we're pulling up my parents' house.  Where are we? Where the heck are we? Where are we, Luna? Oh, you got that? Dad said number two for dialed in merch. I love that. That's the one I liked. Company man. Yeah, yeah, yeah. No, stop, baby.  How are you? Thank you. Needles! Needles! Hi, honey. We've got all the races. We have Black, Brown, and Racist. That's the wit. Panthers track and field crew neck. My parents still have this. It's got the name on it. Me and Chase are just talking about it. We're like, bro, we got to find the wit gear to wrap. But all my wit gear is back when, you know, I wasn't so jacked.   Probably fits me. All right, no, just turn the camera off. Oh, I think the camera's dying, Chase. No, I think the battery's... High school I was like 5'9", I'm like 6'5". Stop the cow! This is when my dad was on the gymnastics team at MSU. You're strong. They used to be, I couldn't get in, it seemed so huge, but... What year was it? That's 1977. They don't even have a gymnastics team anymore. That's... I don't want to hear about that.   They actually took it for that reason, though. They'd have the same amount of men's in women's sports, and they had women's volleyball. Er, no, what was it? They had men's football, and they don't have women's football, obviously, so they were, like, deciding what sports to cut. And they cut men's gymnastics. Really? I never knew. Yeah, isn't that bogey? Didn't you practice in Jenison with... where Magic Johnson practiced? Is that correct? Magic called me Magic. I don't know about that. Magic, how you doing, man? Looking good. It's a little too small. It's just not me. Hey, what's good, boys? We've been doing a lot of football stuff.  In the state of Michigan, if you make it to the state championship, you actually play on Ford Field where the Lions play, which is nuts. Last year, DeWitt won the state championship. They got to play it Ford Field. Shit was lit.  So this is the number one team in the state of Michigan. They're taking on Grand Ledge, who's undefeated. It's homecoming for the Panthers. So me and Chase, who both played for DeWitt, we called our coach for that coach. Is there any way we can come to the game and just, like, pull up? We know it's going to be lit. He was like, boys, I want you there. Let's run it up. So we're about to get in there. Shit's going to be lit. We still got to see my parents drop off Luna, do all that. So we're going to do that super quick, and then we'll be right back here for all the action.   I got 42-14 to DeWitt. Let's go, baby. No field goals, though. One kid who I used to babysit, Tommy McIntosh. I literally used to babysit this kid. He's going to Wisconsin to play wide receiver. That shit's nuts. I hope he balls out today. And the quarterback's an Astee, too. So it's going to be a big game. Oh, boys, come to the tunnel right now. Let's get it, boys. Let's go. Let's go. Let's go. Let's go. Come on. Let's get it, boys. Hey! Oh, you're kind, man. Hey, can I get a selfie, man? Yeah, I got you. I got you. I did like that today. We squatted today. I hated it.  I know.  I don't think he's making fun of you, GL. How does it feel? Yeah, I'll get absolute deck down. You didn't even come to the game because you knew it was a blowout. That's fun.  You can kick against Grand Lajnoz, Hazard. Don't remember that, though, that kick where I kicked it and fell when I hit it.  So the camera crew right here is from Valley Sports. This is a Valley Sports game of the week. Apparently, you said it's Blake Griffin's ex-girlfriend? Yeah, I got it. Blake Griffin's ex-girlfriend. Blake Griffin's ex-girlfriend is the castor. Like, she's the announcer. I don't know where she's at yet, but we're going to try and hit on her. How do you know this, though? Just have a good look at her, and you got to know her. She does look like us, though. We saw her, we did a research on her. We'll do a little person-in-person research on her own, see who if we can dial in. Hi, I recently couldn't get hard at MSU. Very nice to meet you. 14, don't forget it. I just introduced myself to someone I literally went to high school with. 4th and 4 already, they're going for it. Do it, it's going for it, let's get it. Hey, that's the literally, that's the Wisconsin dude right there, that's Tom. I wish I could drive King's Sportsbook the game. There's always this bet. It's like what happens on the first offensive drive, like punt, field goal touchdown. I would have put all my money, let's get it. Oh, now we're going to see the kicker, actually. 22, stay champ, baby. Got Ford Field on this side, bro. Finished business, D-Wit, Panthers, stay champ, baby, let's go. That's awesome, I heard those guys. It's like all the fans, you guys are amazing. Thank you. You guys are killing it. What instrument you got? Drunk. What's your name? Jack. Jack, dude, it's so good to meet you, bro.  Hey, I'll come say hi in a minute, too. I got it. Give him no chance to do that, I should have some moss. Prediction can't be right if Grand Ledge can't afford to score. When me and Chase played, we didn't play Grand Ledge because we weren't, our school wasn't big enough.  This is stressful, right here. Yeah, it's really sticky. This is stressful. I like it, you got it, you got it, you got it. Oh my God, that's horrible. Put my camera. That's amazing. A stud, dude. Damn, 21-0 in the first quarter.  It's ought to be 60-0. I don't remember our fight song. Do we have a fight song? I think that's always how it goes. They gave me a student section shirt, that's lit, let's go. Get this. Coffee creamer? I am about to sign a coffee creamer. Where did you find this? Oh, it's somebody up there. They asked me to get a signature for you. Oh, can I get a picture of the famous guy? Look at this. 4th and 8th, 4th and 9th, this is for the goose egg.  But we want to hold the goose egg. That was low key a snack, bro. That's the same play they got him on earlier. That's the same play they got him on earlier. That's the wheel round, another halfback. You're right. If DeWitt pulls in all the bench players, only scores one more touchdown, 42-14 spots. Stunned, 21-2, MVP's right now. And an officer for business professionals of America. Oh, uh-oh. He was underrated too, right? Ah. FNT, FNT, FNT, FNT. That's all you need. Oh, playoffs will be good, yeah. First round will probably be a blast, don't you think? First couple rounds. Meeks is my neighbor, all growing up, man.  This is like my older brother right here. I love it. Hey, I appreciate it. Yeah, not what you expected to see with two powerhouses. Greenledge clearly not undefeated anymore. And we have a high school running clock right now. Clock does not stop or anything because they're getting beat by more than 35.  I'm pumped, baby. DeWitt, I love it. Oh yeah, I got my second sexy shirt on now too. Let's go. This is the camera effect.  And if they watch my shit, their parents would be like, you ain't.   First time in the night, I was taking a truck. DeWitt High School, we're all for you. Strong United, let's go. I thought I was going to forget it. I didn't at all. DeWitt, absolutely. I was close.  Hey.  Can ball it out, bro. I had to, I heard you were coming. I love it. Hey, big dunk for DeWitt. Greenland's no longer undefeated. Let's get a playoffs for Field. I want to be there. So let's see boys then. Thanks for watching. Peace.