Welcome everyone, how are we all doing? How does winning a seat a space sound or even the construction of some of these spaceports in your own country? If that sort of stuff excites you, I'd recommend you stick around not only with tomorrow but also with this episode of the news, which is for the week of June 4th 2021. Discovery Channel has just announced a new show called Who Wants To Be An Astronaut, and whilst it sounds like an intergalactic knockoff of Who Wants To Be A Millionaire, it isn't. The main prize for the winner of the show isn't one million pounds, it is a seat on an upcoming Axiom space mission, which will most likely be AX2. I've talked about AX1 previously on the show when the mission was first announced, and the start of 2022 is when that mission is planned to leave the earth. On board of that mission will be Michael Lopez Alagria, Larry Connor, Mark Pathy and Aiton Stibb. If AX1 launches when scheduled, it will also make it the second fully private spaceflight in human history. We've also had confirmation from Elon Musk that the first orbital flight of Super Heavy will include some very nice hot gas thrusters. These, for those of you who don't know, are the small, in relative terms, thrusters dotted around the vehicle used to orient the vehicle when in flight. These are obviously going to be very useful in flight, especially when it's coming in for its landing slash ocean touchdown slash just get the booster back on earth maneuver, which is something I discussed on last week's episode of the news. Ever since SN15's return to South Texas, everybody outside of SpaceX has been wondering the exact same thing. What on earth are they doing with that grain silo? SpaceX probably did some umming and aring and finally settled on moving the Starship vehicle back to the production site. Whether this is for more checks, refurbishment, or deconstruction, we don't know yet, but the company will want to collect the maximum amount of data they can from the flight to ensure success could be repeated in the future. Another section of the integration tower has also arrived and been stacked on top, being the third segment we've seen constructed, excluding the concrete foundations at the bottom. The thrust puck for Super Heavy, which is the plate where all the raptor engines will attach, has also been spotted at the construction site. This is good news as it shows that SpaceX are actually serious at going orbital by the end of the year, with this part most likely going to BN2 or BN3. We've also received some more juicy information from the man himself, Elon Musk, stating that the company is approaching the point where they can churn out a new raptor engine every 48 hours. This means they have enough capacity to make the engines for a new Super Heavy booster in under two months. That is incredible, although it will limit the team to around five flights a year at the current rate. Finally this week in the world of SpaceX, the test tank dubbed BN2.1 has been transported down the road from the production site at Starbase to the launch complex, where a lot of testing is planned to take place in preparation for the full flight of BN3 later this year.  That is because Jeff Bezos has just announced who will be going on the first crewed New Shepard flight and most notably out of those is himself. Announcing it on his Instagram account, Jeff has said that he and his brother Mark will be going on a suborbital hop on this upcoming July 20th, the anniversary of Apollo 11 landing on the moon. Now this comes a month after Blue Origin announced that they were now satisfied enough with the development of New Shepard to have the confidence to finally fly meat. And if you'd like to take that flight with Jeff, you are able to do so through an online auction, which currently the highest bid is a cool $2.8 million to take that ride. So if you really want to do it, give it a shot.  I know that even though I'm just clearly loaded with cash, I will be waiting on putting on my bid until a little bit closer to when it ends on June 12th. And it wasn't just a suborbital hop finally getting its passengers that surprised us this week. No, we finally have NASA returning to a target that has neglected for over three decades. And that is Venus. Yes, Venus, missions to Venus. Yes. And it was a serious surprise when not one, but two missions were announced, Da Vinci and Veritas. And let's go ahead and talk about Veritas first, which stands for Venus Emissivity Radio Science in Tsar Topography and Spectroscopy. And I thought Osiris Rex was the peak of Bacronyms. Veritas is an orbiter and its primary instrument will be a cloud penetrating synthetic aperture radar. The previous NASA mission to Venus, Magellan, which spent the early nineties there also had a synthetic aperture radar, but the one on Veritas will yield topographical maps of much higher resolution. Magellan can give us roughly 250 meters of resolution, but Veritas is going to be somewhere around 30 meters. So just under an order of magnitude better. Veritas will also carry a multi-spectral near infrared emissivity mapping instrument, which is a big fancy way of saying a system that will capture multiple wavelengths of infrared light, which can help figure if Venus may have active volcanism and other things about its atmosphere. Da Vinci is the other mission that we'll be going to Venus, and that one is going to be doing one of the most difficult engineering challenges that you can tackle in our own solar system. And that is plunging deep into the depths of the crushing, cooking, caustic atmosphere of Venus down to its surface. Another almost certain Bacronyms standing for deep atmosphere Venus investigation of noble gases, chemistry, and imaging plus, this is an atmospheric probe that will descend via parachute to the Venusian surface, taking data from a suite of instruments with the intention of getting all the way down. Now on the way it'll sniff out composition and taste the atmosphere and take high resolution imagery, hopefully revealing more of the rarest planetary surface we've ever been able to peep at. There's also an orbiter component to Da Vinci, and it will have infrared instrumentation on board that will allow it to complement the readings that the atmospheric probe will get as it slides down the atmosphere into the surface. Now Da Vinci and Veritas are both a part of NASA's Discovery Program. This means that they are cost capped at $500 million, so they cannot go above that $500 million mark, and launch is expected in the closing years of the 2020s. And those two missions are not the only ones that are on the agenda for Venus. No, you may recall that Rocket Lab has expressed interest in doing their own mission to Venus, but they first have to make progress on that previous failure that they've had with their electron rocket. Peter Beck, Rocket Lab CEO, has described the anomaly as a complex failure in need of an intricate and layered failure analysis. Now even with this coming from Peter, there is still approval from the Federal Aviation Administration to allow Rocket Lab to resume flights of electron, and that's a pretty interesting tidbit, as usually that occurs after the problem has been found and rectified. So I'm looking forward to hearing from Rocket Lab as to what the issue may have been and what they did for the fix. Something in need of an investigation that only really requires your eyes has just occurred on the International Space Station. The cannon arm, too, took a debris strike, which was found during a routine inspection through astronaut photography on May 12th. Now the object that struck cannon arm, too, was too small to track. This highlights the need for tracking orbital debris and the fact that it's starting to get a little crowded up there. Now current operations of the cannon arm, too, are completely unaffected and the daily operations at the International Space Station continue as planned. And as planned from a few weeks ago where we talked about a potential delay for the James Webb Space Telescope launching, yes it's been officially, officially delayed just a few weeks in order to rectify that issue with the payload ferrying on the Ariane 5. So for once it's a delay that does not involve the James Webb Space Telescope itself, but the launch vehicle that it is going to be riding on. And if you ask me, better delayed than destroyed, we'll go ahead and take that. And speaking of launches, I'm going to throw it back to Ryan, who's going to be talking about launching rockets from a place that I hadn't even ever considered taking rockets and sending them the space from. When you think of satellite launches, the United Kingdom is probably one of the last places you'd think of, but that could all change in the summer of next year. On May 24th some new regulations were passed in Parliament that will allow the construction and development of spaceports for the first time on mainland Great Britain, with some planned for, unsurprisingly Scotland and surprisingly Wales and Cornwall. Those of you familiar with the geography of the UK will probably be asking how on earth are you going to launch east from the west coast of the country? Well, you can't. Instead these spaceports are going to be dedicated to horizontal launch directions, being able to support Virgin Orbit's Cosmic Gull and the Launcher One vehicles. Now, while I was hoping for rockets that go up, at least the stuff being launched will still make it to space. For the time being it seems that Scotland will be getting all of the vertical launch action. Unsurprisingly, Albex is already integrated into these new spaceports, being the sole planned launcher from Space Hub Sutherland. Lockheed Martin has also been interested with them planning launches at the Shetland Space Centre. Being British, it is very exciting to hear about the potential of launches coming to the country next year. Obviously, we tried before for Australia, but that's on the other side of the world. Something I'm going to tackle now is the space traffic report, with a rather juicy number of earth departures being five. Lifting off from Space Launch Complex 40 at the Cape Canaveral Space Force Station in Florida at 1859 UTC on May 26th, the final batch of satellites of the Starlink Shell One were lifted to their 550km low earth orbit atop the B1063 booster. The second flight of that booster came to a very what has become normal end, landing 620km downrange on the drone ship, just read the instructions. The fairings weren't new either, with the active half that holds all the expensive gubbins, having flown on four previous missions to the passive half, and the half without the expensive gubbins, feverishly supporting two missions. Next up, another internet satellite launch being one Web 7. Taking off at 1738 UTC atop this Soyuz 2.1B rocket from Site 1S at the Vistatrony Cosmodrome in Russia, all 5,317kg of satellites are heading for a polar low earth orbit. And next up this week, we have a launch from China. Tianzhao-2 is the first cargo resupply mission to their new space station called Tiangong-3. Lifting off from LC201 at the Wenchang Satellite Launch Center on Hainan Island at 1256 UTC on May 29th, the core module of the station, successfully accepted this vehicle on the aft port of the segment, making this mission also a Tiangong-3 arrival. This is very exciting for China as the construction of their new space station is getting well underway, with the first official launch to it and the first successful docking. Guess what everybody, it's another launch from China, this time being a Long March 3B from LC203 at the Zhixiang Satellite Launch Center in China at 1625 UTC on June 2nd. On board is the FengYang 4B Geostationary Meteorology Satellite, which is one of China's second-generation geo-weather satellites, and it is currently heading for a geostationary orbit. And finally this week, another launch from SpaceX, lifting off from Launch Complex 39A in Florida at 1729 UTC on June 3rd, the brand new B1067 booster, the first new booster we've seen this year, carried Dragon C209 into the skies, which is currently headed for the International Space Station. This is also a brand new Dragon vehicle, with no launch escape motors and no crew on board, however it is reusing the heat shield that was used on the demo 2 mission, which carried Bob Benken and Doug Hurley to the ISS. Roughly 8 minutes after the launch from the Cape B1067 successfully touched down on of course I still love you, 400 kilometers downrange, and now let's have a look at some upcoming launches. And here is your space weather with Dr. Timothy Scove. Although the space weather this week isn't quite as exciting as last week, Region 2824 has still been up to its old tricks. As we take a look at our frontside sun, you can see Region 2824 as it's just about to rotate off of the sun's west limb. It fires off a near M class flare and launches a massive solar storm. This solar storm is the one that's actually going to be grazing earth off to the west here in the next day or so, but it also launched a radiation storm. It's the first radiation storm we've had of this new cycle and even though it only lasted a little bit more than a day, it's definitely a wake-up call to let us know that these events are getting more eruptive and getting stronger. Meanwhile, we also have a coronal hole that's going to be sending us some fast solar wind as it rotates in through the earth strike zone. So on top of that solar storm that's going to graze us to the west, we're going to expect a little bit of undisturbed conditions here over the next few days, possibly active to maybe even storm levels until things begin to calm down. Now, as we switch to our far-sided sun, this is Stereo A and it's looking at the sun pretty much from the side. You can see the new regions developing, that's region 2827 in the north and 2828 in the south, and you can see some regions behind it as well. And some of these regions, especially the ones in the south, are becoming eruptive. So it looks like we will continue to have more solar storm players in the future and possibly a chance for big flares once again. So it looks like solar cycle 25 is really ramping up. Switching to our D-Rap model, now this is a model of the upper layer of the ionosphere in our upper atmosphere that gets hammered from things like solar flares and solar radiation storms. And as we take a look early on the 29th, you can watch but high latitudes both in the south and in the north, that intensity beginning to ramp up. This is what we call polar cap absorption. And it's because we've got these energetic particles raining down on our upper atmosphere. Now granted, this particular storm did not last all that long and it really wasn't all that intense. But storms like these that are much more long lasting and far more intense, do impact communications and navigation at high latitudes. So as solar cycle continues to ramp up, expect to see this model a lot more often because we're going to start seeing a lot more of these kinds of storms. For more details on this week's Space Weather, including more information on how radiation storms might affect space traffic and how this coming solar storm could affect you, come check out my channel or see me at spacewetherwoman.com. Before we head out for the first show of June, let's all thank the citizens of tomorrow. The wonderful people in the escape velocity orbital, suborbital and ground support ranks all financially aid the show and make it physically possible. It is very true that without their support, we wouldn't be around for much longer or at the production level that we are at today. If you want to join them, head on over to youtube.com forward slash tmro forward slash join to support for as little as a dollar a month. Even if you don't want to support us financially, just sharing the show with your family and friends helps a great deal as spreading the exciting stuff happening within the world of space is what this show is all about. For now, however, it's time to go. So stay safe and goodbye.


Why do some small businesses succeed when other ones fail?  In fact, if a new business wants to be successful, it should be choosing its workers with similar industry experience over other factors like educational background or even their occupational history. Business at the MIT Media Lab studied the work history of over 40 million people in Brazil to identify the knowledge that matters most for the growth and survival of new businesses. A job involves both an occupation, which is what the worker does, and an industry, which is what the company produces. A database worker at a bank has knowledge about both database engineering, her occupation, and about banking, her industry. If that engineer switches jobs and becomes a database engineer in a hospital, she will bring her occupation specific knowledge, but not her industry specific knowledge. Using techniques to categorize how new companies choose their workforces, the researchers found that companies are more likely to survive when their first hire is worked in a similar industry and when they have experience in the same location. Surprisingly, their industry knowledge turns out to be more important than experience in a related occupation or even the level of education the worker has. This is especially true for companies operating in an industry that is new to a location. Imagine an entrepreneur starting her town's first web design company. As she searches through applications for a new receptionist position, two applicants rose to the top of the pile. The first is a receptionist from a car dealership, with decades of experience in that occupation. The second applicant is a design assistant from a different web company. Conventional wisdom suggests hiring the receptionist from the car dealership, but data shows that the person with experience in web design, even while performing a different job, is a smarter bet. We live in a dynamic world where entrepreneurship is essential for economic growth. To succeed, entrepreneurs need to create teams with the right knowledge and interests. By looking at people's work history, we are getting a clearer picture about what makes new businesses grow.


Then, I call another function, which I've yet to define, called plot examples, which takes those lists of outcomes, one of which it says are correct, one of which it labels as incorrect, and plots them. So this may not have necessarily been, need to be a separate function, but we have here now our plot examples. So we have our list of examples, we have the label, correct or incorrect. We started counter with I example, started counting at zero, and then we have another counter, I plot. So we want to count two different things, which plot we're on, and then because there are six examples per plot, it also is helpful to know which example we're on. Even though those two are tightly related, it's just convenient to track them separately. We create a file name for the figure, which is the label, correct or incorrect, plus a number. I like to add a hundred to it to make sure that it has the same number of digits. It's visually pleasing and it sorts well when you're sorting alphabetically. Then we create the figure, and then using the layout parameters that we defined back at the beginning of the script, we add those examples one at a time, stepping through at a top level, stepping across the X, across three columns, then the next level in, stepping down two rows. After we've added all six examples, we save the figure out and close it. The closing it, by the way, is a nice little touch. It tells Python it can dump it from memory. If you don't do that, for some reason, Matplotlib seems to hang on to it. It doesn't know that you're done with it yet. Plots are memory intensive, and if you have more than a few dozen, it can really choke things up. The close is helpful if you're iteratively creating and saving plots. This addExample function that we called here, we actually define down below. This then is the next layer of detail down where we take that example, that image actual and predicted label and ordered predictions, and we spin it out visually into a full picture of what happened. We go and we add axes corresponding to the example itself. We use this function strip, which we defined below, which just cleans all of the lines and grids and ticks and labels off around it, just leaves it blank. We render the image. We add some text showing the predicted and the actual label down below. We add another plot, which we manually create a histogram showing horizontal bars associated with the strength of prediction associated with each category. Then based on whether it was the actual label, we make it green, otherwise we make it blue, and now visually, we can see when we look at this, if the long bar is blue and there's a green bar that's shorter, it means the algorithm guessed wrong. We'll skip over the details there. I just wanted to call out this addPatchPatchesPolygon construction is a really great way to turn matplotlib into a full-featured drawing program. You can draw any shapes or combination of shapes that you like. Here's this strip function that we mentioned. Pull off all of the axis spines. Pull off all of the ticks and the tick labels for a very tightly controlled, if you want to control all the lines that go onto your plot, you can do it this way. And then we're done. This then generates these examples which are so informative. I recommend one of the first things that you do is to run this report, possibly even with a larger number of examples, and just spend time looking at them. The next step that I would take with this dataset to determine what changes to make to improve the algorithm would be to fire these up and look at these examples that it got wrong and try to put myself in the mindset, imagine that I'm the algorithm, picture of what it is that I'm looking at, what I'm paying attention to and not paying attention to that causes me to get some of these right and some of these wrong. To look at the cases where I make two guesses, one of them is right, the other one just barely edges it out. Also the case is where I don't make any guesses at all hardly and one tiny guess is slightly higher than another, but either way, I'm not at all confident that it's anything. All of those give me an idea of where its strengths and weaknesses are and let me start to spin hypotheses about what I might need to pay attention to in my next iteration to do better. Also some of these are just hilarious, there's no way that I could even begin to guess what some of these are. If I can't guess it, I shouldn't expect a machine to be able to get it, that's not how machine learning works, it's not magic filling in information that I don't have, it takes things that should be easy for me but that I don't have time to do 10 million times in a row and does them there. If there are digits that just aren't readable, in my opinion it would be more helpful to report those as unreadable fallback to some other strategy but don't try to assign it a label.


Hello and welcome to the Gary Stewart show presented by Buffalo Wildlings. I'm Greg Royce, joined by Stevenson, headman's basketball coach, Gary Stewart. Coach, you're about six games this season so far. Things going pretty well, you know, one in the loss wise. Five-on-one come off a big win on Saturday against Lycombe. Just kind of talk a little bit about how the season's gone so far. Well, we had a tough one against Scranton to open up and they're one of the better teams, I think, in the country. And again, going back and watching that film, we really had a 10-minute spurt that was to our detriment. And we were able to go back and cut that tape and really evaluate some of the things that we did really well and some of the things that obviously we needed to correct. And moving forward, we have improved in a lot of the areas that were a concern and a challenge for us. Yeah. So maybe one of the things we're playing in a 19 conference is you started conference play already. We started last week with two wins, got a big win on the road Wednesday night at Lebanon Valley. And then we're down 14 against Lycombe and on Saturday, we're going to come back, force overtime, then win an overtime. So I guess we're happy with how the conference plays started for you guys. I am. Conference is always, it seems like it goes down to one or two games that separate seven teams for five spots in the postseason and sometimes even eight. So these games are critical and we were able to play well enough to win at Lebanon Valley and then Lycombe really, really tough outfit and gave us obviously everything that we could handle and more. We were able to get an opportunity to extend the game and get into overtime and made just enough plays. Yeah. And you talk about how it comes down to one or two games, but it seems like so many games in the conference come down to one or two plays.  Obviously, we're talking about one at once, the two at all. So not only does the conference hinge on one or two games, but some of these games come down to one or two possessions, one or two plays. Yeah. The parody is unbelievable in the conference and you see that in a lot of conferences, but you don't see it year after year after year. You can play the entire conference again and again and again and you would get a different team at the top and probably throughout the standings you would get teams that will finish in different places. Yeah. One or two possessions ultimately determines whether you're playing in the conference tournament or not. Yeah. Absolutely.  One guy I think has really improved a lot is Mark Turrell. Obviously, he's done a lot of work in the off-season and he's really come back and really been a force on the inside. Yeah. It's nice to see a guy like Mark put in the work and then get rewarded for it. It's really been all him. It's a testament to what he did in the spring and the summer and his commitment to improving every facet, whether it be his body or his game. He's been critical for us in a number of ways. Not only the points on the interior, but he's a good passer. He's a guy that you have to account for on both ends of the floor. And Montague has given us a real lift. You know, he's a guy that's versatile because he can get to the basket. He's effective as a jump shooter. A three-level scorer. And we needed every one of his points on Saturday. Yeah. And he just don't give you a score.  So he does a little bit of everything, which I think kind of helps. Yeah, he does. He's a guy that can beat you in a lot of different ways. Last week he had a double-figured game on the backboard against Lebanon Valley. And then coming into that game as an assist-eternal ratio is excellent. So he's a guy that is invaluable to us, as I said, along with Mark and others, in what they provide not only in one column, Greg, but able to pre-meet our program with play on both ends of the floor. Yeah, absolutely. All right. Here's a stretch. You've got three or four games now before the holidays, a little bit of a break there. We're going to include two conference games, two more games at home this week. I mean, we're home against Cabrini Tuesday night, and then another conference game with Albright on Saturday. So what are you looking for out of this next little stretch of games to continue to try to improve? Well, I'm a stay-in-the-moment guy, Greg. And I try not to get too far down the road. Obviously, we've got our hands full with one of the Mid-Atlantic region's best teams in Cabrini, an MCA tournament team last year, 25 and four. So that has my full attention. And then once the game is over, then we'll work back to conference play. But there's no rest with the worry.  And I mean, it's just to see the growth of our team and the improvement that we've made since the like-home in contest. And it's a tough start for us. There's no question about that. I mean, we open conference play at the defending conference champion. And then we see Albright, the team that they played for the conference championship a week later. So obviously, we have our attention squarely on Cabrini, but we understand the mission and we understand what's in front of us. Yeah. All right, coach, well, you know, thanks for your time as always.  And we'll chat soon. Thank you, Greg. All right, for Gary Stewart, I'm Greg Royce. This has been the Gary Stewart Show.


The Defense Meteorological Satellite Program operational line scanner, DMSP slash OLS, nighttime light database has been widely used for two decades to study human activities and natural phenomena from space. Over time, five datasets have been derived from it, each with their own advantages and disadvantages. These datasets have been applied to a wide range of research topics, including demographic analysis, urbanization, and socioeconomic development. Additionally, researchers have gained valuable experience in retrieving data from the DMSP slash OLS database and applying it to interdisciplinary research topics. As such, the DMSP slash OLS database is expected to remain an important tool for studying human activities and natural phenomena from space in the future. To facilitate further research, a transparent platform should be established to encourage data sharing, communication, and discussion of extraction methods and synthesis activities. This article was offered by Qingxu Huang, Shi Yong, Bin Gao, and others. We are article.tv, links in the description below.


From the CUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is a CUBE conversation. Everybody, welcome to this week's CUBE Insights powered by EPR. My name is Dave Vellante, and we've been reporting every week really on the COVID-19 impact on budgets. Sagar Kadakia is back in with me. Sagar, it's great to see you. Really, you're very welcome. Sagar is of course the director of research at EPR, our data partner. And man, I mean, you guys have just been digging into the data or a code just to reiterate we're down, you know, roughly around minus 5% for the year. The thing about what we're doing here, and where they want to stress to the audience, that's going to change. The key point is we don't just do a placeholder and update you in December. Every time we get new information, we're going to convey it to you. So let's get right into it. What we want to do today is do kind of part two from the takeaways that we did last week. So let's start with the macro guys. If you bring up the first chart, Sagar take us through kind of the top three takeaways and just kind of reiterate where we're at. Yeah, no problem. And look, as you mentioned, what we're doing right now is we're collecting the pulse of CIOs. And so things change and we continue to expect them to change, you know, in the next few weeks and the next few months as things change with COVID. So just to kind of give a quick recap of the survey and then kind of going through some of our top macro takeaways. So in March, mid-March, we launched our technology spending intention survey. We had 1,250 CIOs approximately take that survey. They provided their updated 2020 versus 2019 spending intentions, right? So effectively they first gave us those 2020 versus 2019 spending intentions in January. And then they went ahead and updated those based on what happened with COVID. And then in tandem with that, we did this kind of COVID-19 drill down survey where we asked CIOs to kind of estimate the budget impact of COVID-19 versus what they originally forecasted in the year. And so that kind of leads us to our first takeaway here where we essentially aggregated the data from all of these CIOs in that COVID-19 drill down survey. And we saw a revision of 900 basis points. So down to a decline of 5%. And so coming into the year, the consensus was about 4% growth. And now you can see we're down about 5% for the year. And again, that's subject to change. And we're going to again, re-measure that as we kind of get into June, July. And we have a couple of months on our belt with the COVID-19. The second big takeaway here is the industries that are really indicating those declines and spend retail, consumer, airlines, financials, telco, IT services and consulting. Those are the verticals, as we mentioned last week that are really seeing some of the largest pullbacks and spend from consumers and businesses. So it makes sense that they are revising their budgets downwards the most. And then finally, the last thing we captured that we spoke about last week as well as a few weeks before that. And I think that's really been playing out the last kind of week and a half with earnings is CIOs are continuing to press the pedal on digital transformation. We saw that with Microsoft with service now last night. Those companies continue to post good numbers, continue to see good demand. What we're seeing and where those declines that we just mentioned earlier are coming from, it's the legacy, it's the on-prem, it's the peer place. There's such a concentration of loss and deceleration within some of those companies. And we'll kind of get into that more as we go through more slides. But that's really what we need to focus on is the declines are coming from very select vendors. Yeah, and of course, we're in earning season now and we're paying close attention to that. A lot of people say, I just ignore the earnings here. You got the COVID-19 mulligan, but that's really not right.  You want to look at cash flows, but also we're squinting through some of the data. Your point about IT services and consulting is interesting. I saw another research firm put out that services and consulting was going to be okay. Our data shows different. And we're watching, for instance, Jim Cavanaugh and IBM's earning call was very specific about the metrics that they're watching. They're obviously very concerned about the pricing and their ability to book business there. We saw the cloud guys announced. Google was up in the strong fifties. The estimate is DCP was even higher up in the 80% range. Azure, we'll talk about this killing it. I mean, you guys have been all over Microsoft and its presence, high fifties, AWS solid at around 34% growth from a larger base. But as we've been reporting downturns, they've been good to cloud. That's right. And I think based on the data that we've captured, it's people are really pressing the pedal on cloud and SAS with this much remote work, you need to have that structure in place to maintain productivity. Okay, let's bring up the next slide now. We've been reporting a lot on the sort of next generation workload. Cloud 1.0, all about storage and infrastructure as a service compute. There's obviously some database, but there's a new analytics workload emerging. And it's kind of replacing or at least disintermediating or disrupting the traditional EDWs. I've said for years, EDWs failed to live up to its expectations of 360 degree insights and real time data. And that's really what we're showing here is some of the traditional EDW guys are getting hit and some of the emerging guys are looking pretty good. So take us through what we're looking at here, Sagar. Yeah, no problem. So we're looking at the database, state of warehousing sector. What you're looking at here is replacement rates. And so as an example, if you see a company with roughly 20% replacement, what that means is one out of five people who took the survey for that particular sector for that vendor indicated that they were replacing. And so you can see here for Caradata and Cloudera, IBM Oracle, they have very elevated and accelerating replacement rates. And so when we kind of think about this space, you can really see the bifurcation, right? Look how well positioned the Microsoft's AWS is Google, Mongo, Snowflake, low replacements, right? Low consistent replacements. And then of course on the left-hand side of the screen, you're really seeing elevated and accelerating. And so this space is, it kind of goes with that theme that we've been talking about that we covered last week, bifurcation, right? When you think about the declines that you're seeing in spend, again, it's very targeted towards a lot of these kinds of legacy vendors. And we're again, we're seeing a lot of the next-gen players, the Microsofts, the AWS continue to post very strong data. And so you're looking within database, it's very clear as to which vendors look well-positioned for 2020 and which ones look like they're being ripped out and swapped out in the next few months. So this to me is really interesting. So, you know, you've certainly reported on the impact that Snowflake is having on Paradata and some of IBM's business, the old Matiza business. You kind of, you can see that here. You know, it's interesting during the Hadoop days, Cloud Air and Hortonworks, when they realized the kit couldn't really make money on Hadoop, they sort of tried to get into the data management and database. And, you know, you're seeing that is under pressure. It's kind of interesting to me, Oracle, you know, is still not what we're seeing with Teradata, right? Because they've got a stranglehold on the marketplace. So it's kind of hanging in there, right? But then Snowflake with no replacements is very impressive. Mongo, consistent performer. And then Google, AWS, Microsoft. AWS, of course, with Redshift, they did a one-time license with Par Excel, which was an MPP database. They totally retooled the thing. And now they sort of, interestingly, copycatting Snowflake, separating compute from storage and doing some other moves. And yet, they're really strong partners. So, the interesting thing is going on there. Redshift, DynamoDB, yeah, Redshift, DynamoDB, oh, they all look good. All these AWS products continue to screen very well in the data warehousing space. So, yeah, to your point, there's a clear divergence of which products CIOs want to use and which ones they no longer want in their stack. Yeah, the database market is very much now fragmented. It used to be Oracle, DB2, SQL Server. As you mentioned, you got a lot of choices. Amazon, I think I counted 10 data stores, maybe more, DynamoDB, Aurora, Redshift, on and on and on. So, really interesting space, a lot of activity. And that new workload that I'm talking about is taking analytic databases, bringing data science tooling into that space and really driving these real-time insights that we've been reporting on. So, that's quite an exciting space. Let's talk about this whole workflow, ITSM service now, just announced, they've been consistently crushing it. theCUBE has been following them for many, many years. Whether, from the early days of Fred Lutty, Bruce Lutman, the short time John Donahoe, and now Bill McDermott as the CEO, but consistent performance since the IPO. But what are we actually showing here, Sagar? You guys can bring up that slide, thank you. So, our key takeaway on kind of the ITSM, IT workflow spaces, look, it's best in breed, which is service now, or some of the lower cost providers, right? There's really no room for middle of the pack. So, this is an interesting chart. And so, what you're looking at here, there's a few derivatives, so I'll kind of walk you through it and then I'll walk through the actual results is, we're looking within service now accounts. And so, we're seeing how these companies are doing within or among customers that are using service now today. What you're looking at on the X-Axis is essentially shared market share or shared customers. And then on the Y-axis, you're seeing essentially the spend velocity of those vendors within service now accounts, right? So, if a vendor was doing well, you would see them moving up into the right, right? That means they're having more customer overlap with service now, and they're also accelerating spend. But you can see, if you look at Zendes, if you look at BMC, some manage, right? You can see they're either losing market share and spend within service now accounts, or they're losing spend, right? And Zendes is another example here. And what's actually interesting is, and we've had a lot of anecdotal evidence from CIOs, is that, look, they start with service now, it's best in breed, but a few of them have said, look, it's gotten expensive. And so, they would move over to Zendes and then they would look at it versus a cop versus Atlassian. And we had a few CIOs say, look, Atlassian is a quarter of the price of Zendes. And they moved away from Zendes and subsequently went with Atlassian. And so, it's interesting that, during these times where, you know, CIOs are reducing their budgets, that, look, it's either best in breed or low cost. There's really no room in the middle. And so, it's actually kind of interesting in this space. It's an interesting dynamic and a theme. Usually, it's best in breed or low cost. Rarely do you kind of see both win. And I think that's what kind of makes this space a little interesting. Yeah, I've been following service now for a number of years. I just make a few comments there. First of all, you know, Workday was the gold standard in enterprise software for the longest time and you'll be raised, you know, company. And I always considered service now to be kind of part of that, you know, Silicon Valley mafia with Frank Slutman's test. But what's happened is, you know, Slutman did a masterful job of identifying the total available market and then executing with the team. And now, you know, his successors have taken it beyond there. You know, service now's market cap. It's not quite double, but I mean, I think Workday, last I checked, was in the mid 30s. Service now's market valuation is up in the 60 billion range. I mean, they announced just recently, very interestingly, they beat expectations. They lowered their guidance relative to consensus guidance. But I think the street and hoes, first of all, they beat their number and they've got that SAS model, that very predictable model. And I think people are saying, look, they're just leaving meat in the bone so they can continue to beat because that's been their sort of MO these last, you know, several years.  You do hear complaints about that. But, and they've got a strong lock spec. But, you know, generally, Saga, my experience is, if people can identify business value and clear productivity, they can work through the lock in, you know, and they'll just fight it out in the negotiations with procurement. That's right. And two things on that. So with ServiceNow and even Salesforce, right? They are a platform-like approach type of vendors, right? Where you build on them and that's what makes them such great companies, right? Even if they have, you know, little nicks and nacks here and there, when they report, people see past that, right? They understand their best to breed. You build your companies on the ServiceNow and the Salesforce of the world. And to the second point, you're exactly right. Businesses want to maintain consistent productivity. And I think that, you know, is, is, it kind of resonates with the theme, right? Doubling down on cloud and SaaS. As you have all this remote work, as you have kind of a, you know, questionable or deteriorating macro environment, organizations want to make sure that their employees continue to execute that they're generating consistent productivity and using these kind of best to breed tools is, is the way to go. That's interesting. You mentioned Salesforce and ServiceNow. I've, for years I've been saying they're on a collision course. We haven't seen it yet because they're both platforms. I, I still, I'm waiting for that to happen. Let's bring up the next chart and let's get into networking. We, we, we talked a couple of weeks ago about the whole shift from traditional MPLS, moving to SD-WAN. And this sort of really lays it out. Take us through the data here, photographer, please. Yeah, no problem. So we're just looking at a handful of vendors here. Really, we're looking at networking vendors that have the highest adoption rates within cloud accounts. And so what we did was we looked inside of AWS, Azure, GCP, right? We essentially isolated to just those customers. And then we said, which networking vendors are seeing the best spend data and the most adoptions within those cloud accounts? And so you, yeah, you can kind of see some, some themes here, right? SD-WAN, right? You can see Meraki there, VMware, NSX, right? You see some next-gen load balancing or Cloudflare on the CDN side, right next-gen. And so you're seeing a theme here of more next-gen players and you're not really seeing a lot of the MPLS vendors here, right? They're the ones that have more flattening, decreasing and replacing data. And so, yeah, the reason just kind of going over the slide is, you know, when you kind of think about the networking space as a whole, this is where adoptions are going. This is where spend's going and you kind of categorize it into what we just talked about. You know, networking is such a fascinating space to me because you got the leader and Cisco that has held two thirds of the market for the longest time, you know, despite competitors like Arista and Juniper and others trying to get in there.  Let's take a look at the next chart on CDN. You know, this is interesting. You know, you think with all this activity around work from home and remote offices, this is a hot area, but what are we looking at here? Yeah, no problem. And that's right, right? You would think, and so we're looking at CDN players here, you would think with the uptick in traffic, you would see fantastic net scores, right? For all the CDN vendors. So what you're looking at here, and again, there's a few lenses on here. So I'll kind of walk you, I'll kind of walk the audience through here. Is first we isolated only those individuals that were accelerating their budgets due to work from home, right? So we've had this conversation now for a few weeks where support employees working from home, you did see a decent number of organizations. I think it was 20 or 30% of organizations that took our survey that indicated they're actually accelerating spend. So we're looking at those individuals and then what we're doing is we're seeing how is Cloudflare and Akamai performing within those accounts, right? And so we're looking at those specific customers and you can just see within Cloudflare and we track them in security and networking which is probably more of the CDN piece, how consistent and elevated the data is, right? This is spend intensity, right? Not overall market share because obviously Akamai, you know, they're the grandfather of CDNs, they have the most market share. And if you look at Akamai to the right now, you can see the spend velocity is not very good. It's actually negative across both sectors. So, you know, it's not, we're not saying that, look, there's a changing of the guard that's occurring right now, right? Cloudflare is still relatively small compared to Akamai but there's just such a stark contrast here. And again, it kind of goes to what we were talking about at our top macro themes, right? CIOs are continuing to invest in next gen technologies and better technologies. And that is having an impact on some of these legacy and kind of, you know, grandfather providers. Well, I mean, I think as we enter this again, I've said a number of times it's ironic that COVID hit coming into a new decade. And you're seeing this throughout the IT stack where you've got a lot of disruptors and you've got companies with large install bases, a lot of on-prem or a lot of historical legacy and it's very hard for them to show growth. They oftentimes squeeze R&D because they got to serve Wall Street. And this is the kind of dilemma they're in. And, you know, the only good news with Akamai here is it's less bad. Security go from negative 20% to a negative 8% net score. But wow, what a contrast to your point, much, much smaller base, but still very relevant. We've seen this, you know, movie before. Let's wrap with another area that we've talked about which is virtualization, specifically desktop virtualization, EDI, again, a beneficiary of the work from home pivot. And we're focused here right on Fortune 500 net scores, but give us the lowdown on this chart. Yeah, so this is something that, look, I think it's pretty obvious to the market you're seeing an uptick and spend across the board versus three months ago and a year ago and spend intensity. Among your desktop virtualization players, there's F5, right? So that's going to be kind of your VPN, right? And obviously they reported pretty good numbers there. So this is an obvious slide, but we wanted to kind of throw it in there, just say, look, you know, these organizations are seeing nice upticks and spend, you know, within the virtualization sector and specifically within Fortune 500. And again, that's kind of that, you know, work from home spend that we're seeing here. Right, so, I mean, this is really 100% net score in the Fortune 500 for workspaces is pretty amazing. And I think the shared end on this, the end was actually quite large. It wasn't like single digit, many dozens. I remember when workspaces first came out, it maybe wasn't ready for prime time, but you know, clearly there's momentum there and we're seeing this across the board. Sagar, thanks so much for coming in this week. Really appreciate it. We're going to be in touch with you, with ETR. We're going to continue to report on this, but Sagar, Sagar, stay safe and thanks again. Thanks again. I appreciate it and I'm looking forward to do another one. All right, and thank you everybody for watching this Cube Insights powered by ETR. This is Dave Vellante for Sagar Kedaki. Remember, all these episodes are available as podcasts. I publish weekly on wikibon.com and also on siliconangle.com. And don't forget to go to ETR.plus. Check out all the action there. Thanks for watching everybody. We'll see you next time.


As soon as they take you in hand, your days of the circus will be all over. What are you going to tell them, Jason? Jerry, you leave that to me. Right. There's your prisoners. Them two standing there. All right, Riley. Put the handcuffs on them. Right. What's the charge, Mr. Platt? The report that came in said something about robbery. That's right. Those two were going through that trunk there. You see how that stuff is spread all over the floor? Then I guess you won't be up to any monkey business with those bracelets, then. Hmm. You're pretty young to be starting in the business of trying to beat the law, son. I didn't do anything. Of course not. You just broke into this barn to keep out of the call. Leave the boy go, officer. He really didn't have anything to do with this. You'll both come down to the station and talk this over with the captain. Come on. Let's get going. You want to ride along with us, Mr. Platt? We've got room for you. No, I'm sorry, ma'am. But I've got to get on back to the railroad station. But you have to come down to headquarters with us, sir. You'll have to swear out a complaint against these two. A complaint? What for? Well, you can see the thing. It's just a complaint. But it's got to be done. I don't like the idea. But I'll go along with you. Officer. Where do you want? Can you wait just a second, please? Jerry, what's your friend's name? That boy over there. You mean Tom? Yeah, that's it. Oh, Tom. Yes, sir? Will you do Jerry and me a favor? Yes, sir. What is it? Phone Mr. Randall at the Continental Hotel and tell him to come right down here to the police headquarters. Will you do that? Sure, I will. Well, come on. What are we waiting for? Hey, what did you tell him? To call Mr. Randall for? Well, I thought it might be a good idea, Jerry. They have him there to vouch for us. They're saying, well, his folks have to be bothered with a lot of crooks this way. Do you want me to go with you, Mr. Platts?  Yes, sir. There, up in the backseat there.  All right. You can ride up on the front with me, Mr. Platts. You know, I was just by accident. We caught these thieves. I sent the kid that works for me out to the barn to fetch my tools for me. And he saw a light out there. That was lucky. Lucky? I should say it was. If we didn't catch him, they might have taken everything in the barn left it empty. Did you first go to Raleigh? If they'd got nothing on him. Yeah, we got them just in time. Driving too fast for you, Mr. Platts? Yeah, I'm anxious to get this over with. And as soon as they get tried and sent us to jail, the better I'll like it. I never did trust circus people. They're a poxie lot. Are they with a circus? By sure. That kid was out to my place yesterday. He bought an old vest off of me, a fancy one. What on earth would he be wanting? I don't know. What on earth would he be wanting with a fancy vest? He said one of the clowns wanted it for his get up. But I can see it all now.  I wouldn't be talking like that if I were you, Mr. Platts.  Well, you're not me, young fella. If you were, you wouldn't be in trouble. Honest folks don't have to run in with police. Come on, Mr. Platts. Calm down, kid. I never said anything. Well, how long do you figure it'll take me to sign that complaint and get back to work? I don't like to stay away from the baggage room long at this time of night. It's a train to you in an hour. It won't take but a few minutes, Mr. Platts. You'll be back on your job in just a little while now. There's headquarters right ahead of us now. You fellas sure go flying in these cars. Have to, Mr. Platts. Sometimes the difference between a catch and a getaway is only a few seconds. Well, here we are. All right, all right. Come on, pad out. This is Mr. Platts. Howdy, Captain. Platts. Platts? Ah, yes. Why, sure. I remember you, Mr. Platts, from down the railroad station. You and I had some dealings some four or four and a half years ago, and one of your men down at the station held up a mail gun. Yes, right, Captain. And tonight I got a couple more tough customers. This fella and the kid here were prowling around at Mr. Platts' barn. Find anything on them? Oh, sure. They didn't get away with anything. Well, then I guess we'll put a vagrancy charge on them. Vagrancy? Why, they're thieves. They didn't steal anything. Only because they were caught in time. They were going through my trunk when I broke in on them. And so? Well, then we'll put a suspicion of robbery on the ticket, too. Um, what's your name? Jason. I'm with Randall Circus. Jason, the wild animal trainer? Yes, sir. That's a good one. The best I ever heard, Captain. If you're an animal trainer, I'm King of the Highway and Island. Riley. Yes, sir. Here you are, Mr. Platts. Just sign this. Here at the bottom. Yeah, I'll be glad to. There you are, Captain. Now if you'll excuse me, I'll get back to work. May I have a word, Captain, before Mr. Platts goes? Go ahead. Captain Thomas, I want you to arrest Stephen Platts. What? What for? In connection with an old case holding up and robbing the United States mail. Say, what is this? What are you talking about? I think that Stephen Platts is responsible for a robbery that took place over four years ago. Another man has gone to the penitentiary for that crime, but... This guy is crazy, Captain. Look here, Jason. You can't get out of a scrape by falsely accusing a man who... Who's proved himself to be a good citizen. Why the whole thing is ridiculous. Am I free to get back to my work now, Captain? You'll just give me a chance, Captain. I'll bet I can prove what I've said. And I'll bet he can, too. Adaloo. Yes, go ahead, Mr. Platts. I've heard enough of this nonsense. If I need you further, I'll get in touch with you at the station. Yeah, thank you, Captain. Good night. You're making a mistake, Captain. Adaloo. Good night, Mr. Platts. But honest, we're just... Quiet. But we're just sure we can prove he's back of that robbery if you'll just give us a chance. Leave quiet, kid. The Captain doesn't want to hear from you. Shall we lock him up, Captain? Yeah, take him away. Come on, let's go. Jason. Jerry. Mr. Randall. Gee, you got here just in time. What kind of a scrape have you two gotten into? Wait a minute. Who are you? My name is Sam Randall. I'm the owner of Randall Brothers Circus. Oh, well, I'm Captain Thomas, Mr. Randall. How do you do? What do you know about these two? Well, these are my people, Captain. They work for me. Now, what's the charge or what are you holding them for? The suspicion of robbery, for one thing. They were caught crawling around in a barn at Mr. Platts' barn. By what? Oh, I can explain the whole thing, Mr. Randall, if they'd just let me talk. Well, go ahead and talk. Jerry and I were out there digging up some evidence. We, well, that is Jerry, got some evidence yesterday and we went back out there tonight to get more. Oh, evidence about what? Well, I got the red sweater yesterday. The one that disappeared when Spike was on trial. What on earth are you two talking about? What's that about a red sweater? I found it in Mr. Platts' trunk. Say, come to think of it, that male robbery case hung on a red sweater. I wonder if there can be something to your story after all. Believe me, Captain Thomas, you're making a mistake letting Platts get away. I located a false bottom to that trunk of his. I was just about to open it when he came in. Captain, I wouldn't be surprised if those missing bonds were in that trunk. Missing bonds? Miss... Say, that's right. They never were accounted for. You say there's a false bottom to the trunk. Yes, sir. We're sure of it. Well, let's get out to Platts' house right away and see what we can find. This looks like a case. If we're not too late.  You stay here. Yes, sir. Captain, I guess I'd better come along too. Yes, Mr. Randall, you will. I sure hope we're not too late. Do you think we should go to see if Platts over at the railroad station first? No, no, I don't think so. Well, we'll go right up his place first and check on that trunk story. Where is he? Right out elsewhere, Captain. You remember Spike, Mr. Randall? Spike? Yeah, the fellow Johnny Bradley turned in. Oh, yes. Well, this is where the robbery was. You're in Hansburg. And I promised Spike I'd see what I could do about finding out something for him. Spike told Jerry he was framed and gave him some of the particulars. I remember the case very well now. The man that was sent up for the job didn't have any defense, but still there was some doubt as to his guilt. He didn't hold up that train, Captain. I just know he didn't do it. What makes you so sure, Jerry? Well, he just isn't that kind of a person, Mr. Randall. You can't always tell a man by the way he looks and acts, Jerry. But if we find those missing bonds in that trunk, it'll prove Spike didn't take them. If we find them. What do you mean, Jason? I'm afraid Platt is on to us. You mean you think he might have come out here and taken the bonds in the trunk? Yes, Captain, that's exactly what I think. He was in an awful hurry to get out when I asked that you arrest him. There's the place right up at the end of this street. We'll soon find out. I guess Tom went back to sleep. There's no light on in the house. Tom? Oh, is that the boy that called me? Uh-huh. Well, thanks for Mr. Platt. Come on, let's get into that barn and see what we can find. I sure hope we find those bonds. You're pretty much set in curing this up, aren't you, Jerry? You bet I am. Help me with this door, Jerry. Yes, sir. That's it. Come on. Got it. That's got it. Flash the light of yours around, will you? Yes, sir. Look. What? Put your light over there in that trunk, officer. Yeah. The false bottom has been opened. Did you leave that trunk the way it is now? Well, no, sir. We couldn't open the false bottom. We thought we'd just found the way to open when Mr. Platt came in. Well, let's have a look here. There's nothing in it. Hey, hey, wait a second. Put the light down here on the side.  Right here in the corner. See that piece of paper? Yeah. Let me have a look. You've got caught on that little nail there. See? What is it, Captain? This may be a piece of one of those missing bonds. It has the last part of a serial number printed on it. See? Say, this is luck. I was right. Platt's been out here and taking those bonds. It looks that way, all right. Captain. Yes, Terry? Here's a cigar I found over by the door. It's still warm. And it's still got the band on it. Platt was smoking a cigar headquarters. I took special notice of it because he was smoking my brand, a Carlo Ray. This is a Carlo Ray? Well, then that cinches it. Platt's been here and taking those bonds. Let's get to a phone quick. I'll have every highway watched. He won't get far. There's a phone in the house, Captain. Good. Come on. We've no time to lose. Well, I guess I owe you to an apology. But I hear so many stories by people that are picked up. I can't take much stock in them. Oh, that's all right, Captain. I guess we did look guilty. After all, we were caught going through that trunk. Oh, say, have you got that red sweater you were talking about, son? Yes, sir. It's in our dressing wagon back at the circus. Good. Good. And that, for evidence, along with this torn piece of paper. Oh, guess he's asleep. Good. But the door's open. Oh. Well, where's the phone now? We've got no time to lose. Right over there. Oh, yes, yes. Hello. Police headquarters operator in hurry. Hello. Hello. Captain Thomas speaking. Now get this. Have the highway patrol notified throughout the state to pick up a Stephen Platt, P-L-A-T-T. American, dark, thin, 135 pounds, 5 feet 7. Yeah, that's right. Notify all cars and motorcycles to be on the lookout. We've got to get this man.