Carlos, she want to give you the pussy, man. Who? Huh. Let me see. You can't wish me to my ear tonight. I want to get Carlos the pussy. That's what she said.  Let's dump up. Yeah, yeah, but you would. Step over here in the light, let me see. Even better. He trying to tie the knife. If you ain't got nothing to hide, then why you locking your phone? I like my front door.  Motherfuckers are eater. Oh, watch your step. I don't need therapy. I just need a blunt.  That's not true.  Make her wait. Oh, no, no. Got you now. No, y'all got to chill out.   It hurt. Don't touch it. Not the cougar, brother. Cougar will stop your way of me and said she called you about your real name. Hey, OS. You do know I need this motherfucker, right? I need this motherfucker. Can I get an 85 South Shore scholarship? What? Sound like you ain't going to the school, man.     Come on, give them a bug. Give them a bug, black. Why we got black Jesus?    It's possible to get more motherfuckers pregnant than anything.


is a subject I'm so passionate about and I see the potential in it to create opportunities to learn and share knowledge and improve the quality of life in communities globally. I think it's a unique chance to combine working with amazing technology and actually make an impact and improve lives. I believe in an engineering that addresses the real challenges of society. I believe as a woman engineer there is a lot we can do to improve the daily lives of thousands of people around the globe. I hope that I will be a part of the digital transformation that's been taking place all over the world. I hope to be working on projects that use modern technologies to alleviate poverty in my community and take the community forward. I believe as an engineer we could leverage those skills along with technologies to create a positive impact for the society around us. I believe everything we design should be intentional meaningful and purposeful and better serve our communities. I ascribe to the old wisdom of equitable collaborative and communal solution building for a better world and I am here to play my part. I'm truly passionate about being able to empower communities by bringing robust sustainable solutions to them. I'm looking forward to creating an impact to communities in Ecuador and then exploring the best practices to know how the solutions all be developing to the rest of South America and we know


Hi friends, my name is freaking out today. I don't know if any of you guys have suggested that but I'm freaking out today But I tell this video you know what's gonna happen. I'm visiting my boyfriend's parents today They are coming to the city and they wanted to meet me. I Have never done this for a while. I'll talk about that later So I just wanted to talk to you guys because I feel like I haven't done this like chit chat and just get ready for my Date or I guess is it a date? What do you call this an intervention? There's a lot of things I have to do to get ready It's currently raining right now. So that's why my um the setup is Disgusting looking and you guys are gonna see how this turns into an even better looking human because I already look good right now I know don't tell me don't you have to remind me. It's okay. First of all, I have to fix this that And this if you haven't seen last week's video, that's what happened. So without further ado, Kiana We got the shaving kit shoot. I have to clean this up after I should probably do it in the shower I'm gonna move to the shower come shower with me Kind of thing should I do it in the shower? Are you my love in a clock appointment? Can they see me? Wait, but there's no plug I think we should do the two-clip. Okay, because I think that looks like a two like where people cut into me Okay, and if it's not two then we'll go to a one. Okay, and I'm just going basically I'm matching this kind of area.  I'm like clearing the tree. Yes, you're clearing the tree so that you can build a house I'm just preparing you for a for a son. I don't want a son. Yeah, but I'm saying like you're gonna get one probably at some point I'll give you why I'm just dropping off. I don't want a son. Uncle Freddy's here.  Okay. I'm gonna do the back first. How'd it work? Shit, okay, let's see Where's my one? Okay, this is the one so if it's not the one zero, I don't think I have a half There's a 116. Oh, that's closer. That is it perfect. I'm trying to see I think it's yeah That was good. Okay.  The rat was her work, by the way I'm wondering though. No, I was worried it was a little bit of a shadow on it. Yeah, but no, I don't think so. Goodbye everyone One hour before class. It's having a week. Right after class. I'm trying to get ready now. Oh, like I don't know if I can do it Okay, so what I'm trying to do is look a little bit presentable for his parents because I don't think having coo and Among this character and a literal rat like Remi the rat on the back of my head would be a good first impression My boyfriend said they're chill. So like I know I shouldn't be worried. How would you not be worried? I think I've got the majority of it I'm just gonna cut a line that I think is where my new hair will grow and I'll have my mom fix the rest later Clean this up, too. Oh my god. How am I gonna do this all the time? Okay, I think about everything. Don't judge. I don't care about the outline because I'm covering over the book ahead I just want to know if I got rid of the Designs. I'm gonna ask him later right now. I'm going to shower as much as I would love to bring you in there I shouldn't so I'm just gonna skip So I finished cutting my hair I feel like I should be in the military now But anything is better than that freaking rat behind my head But I still haven't done my skincare so I need to do that now And I'm not going in-depth on each product if you want to know I'd say more on my second channel So I bet everyone's wondering who's your boyfriend? What will we show is your boyfriend? Oh my god, do the boyfriend tag and the answer is no I don't know what your expectation is of youtubers, but personally I still believe that I reserve the right to keep him private for as long as I want because I don't ask you about your Significant other and I don't understand why everyone feels like they're entitled to see other people's significant others Especially on the internet like why would I subject him to unwarranted criticism from thousands of people because I know the moment I reveal him some people are gonna be like you can do better Oh my god, he's so ugly just people who are what's the word? Dicks, so I'm probably just gonna not show you guys him for like at least a year because first of all never felt the need to Show someone on camera and second of all I don't trust myself to show them on camera There's always the we broke up video that I refuse to do my cancer like what did you expect? I don't trust myself and I don't trust everyone on the internet quite frankly, so no offense to you But it's not happening anytime soon so stop asking so about today. It's currently raining It's like 50 to 55 degrees and it's always windy here, so that's gonna suck I have to dress for that so I'm gonna bring an umbrella and we're going to Long Island And we're gonna be going shopping getting lunch and or dinner just hanging out basically It's not gonna be like formal, but obviously I'm so gonna dress them by their last name And I'm gonna say miss last name because that's just in my blood Because I know if I said their first name even if they're chill with it It's just not something that my parents will let me do I just hear this voice on my head That's like Frederick you will regret it if you say it does anyone else have that maybe it's because I've lived in the South And that was just like a tradition I always addressed my parents and anyone older than me by miss I still do and it is from being a cashier too Like you just have to say that so I'm gonna try to make a good impression I pray to God He has not told them about my YouTube channel, but he already read me out to them by saying I was nervous and didn't know what to wear dude.  So what's the point? It's just gonna smudge I might just do my eyebrows and put some eye shadow on Nabi it and speaking of meeting parents. I don't know if anyone else has done this But the last time I ever visited my significant other's House and like met their parents in person was four years ago three to four years ago, and that was one day It was very brief. It was very not formal. I didn't even like that person So I didn't count that this boyfriend. I really like I hope it goes well I mean, I think you guys can tell I really like him because I'm already talking about him on my channel Usually I don't talk about any of that stuff because the trend is they don't last long But I just I feel good with him. He doesn't make me uncomfortable Has always respected me. He's just very nice and I appreciate that and he told me his parents are gonna be like that He told me many times to not worry, but like I'm a worrier. I am a cancer. This is what we do We have trust issues with ourselves He's already met my parents by the way, my parents love him and that was the first time I brought a boy home I've never brought a significant other to my house because I never trusted them enough to mention it to my parents I really do trust him. That is not something I would typically do within The first few months of knowing him guys. I swear. I'm almost on my routine. I did a really good face mask yesterday I was debating doing one today because I wanted to look plump I wanted my face to be thumb non-porous. Oh, what did that accent come from? I just wish it wasn't raining like such a gloomy day today.  It's gross. It's slamming and it's muddy I saw an earth worm on my window earlier. You let me know how that was possible. Did the worm ascend? I've been internally freaking out this entire week because I don't know what to wear and what is casual formal What is that attire? Why do people always say that for like church and freaking recitals? And I haven't done that in years and my parents dressed me back then. I don't know how to do that anymore I don't dress like that. Do I wear the vineyard vines khakis? I don't have those you guys know that if I ever buy them you must crucify me I also have class in 10 minutes, but it's it's a recitation and it's just a review before the quiz I have a quiz at 12 30. It's currently 11 50 So I just have to take the quiz at 12 30 I have until 1 p.m. To finish the quiz and then right after that I have to meet my boyfriend at Penn Station and I have to go straight there So I have to be ready by the time I take the quiz or at least near that time because then we have to take The train to visit his parents which are in Long Island, which I think is like an hour ride I don't know. I've never taken the Long Island Rail. Okay sunscreen is on that is the last step Which means I have to dress now. I definitely want to look skinny So I'm not gonna wear like my mom jeans definitely want a plaid because it's fall So probably gonna wear my green plaid plant not plants.  That's a nice trench coat Maybe just a nice coat and I'm going to put on infant amounts of deodorant. I'm going to bring a travel deodorant I'm going to bring cologne bring travel cologne just to make sure there is zero possibility that I may smell who knows I might be sweating Profusely just because I'm near their parents. So you never know. So this is done I'm gonna wash my hands and then I'm going to put on body lotion because we don't want chapped elbows And I'm gonna show you the outfit. Okay, so these are all my options. I really like these brown pants They're like the thin ones, but I feel like I'm gonna get too cold and I also don't want to ruin these yet So I think I'm just gonna go with the plaid pants plaid pants. We'll go with oh Jesus nope. I thought this was God telling me. This is the shirt. It's definitely not.  Oh, I get to side. Do I go neutral black turtleneck I know this is the coat I want to wear. So if I want to wear this coat I should probably just do something along the lines of that this that way I can wear necklaces Okay, my lucky brown belt as always And which socks? Let's go normal socks. Let's go socks that won't distract. So like my starry knit ones. Maybe maybe not Why don't I just have regular socks? Oh my god guys. Why don't I have just black socks? Okay, whatever. Okay, so Here's my final outfit. I have my hal earrings on. I have to wear a bugger head, of course I'm not going out looking like a military veteran. This is the best we can do I also don't have my glasses with me that I love because they're currently being repaired at Warby And they don't give back until next week. So hopefully they're gonna deal with all of this. I'm also getting a reaction Do you see that? Yeah, I think I did my skincare routine wrong because I had benzoyl peroxide Which you shouldn't put near your eyes and I know that because this happened and I forgot to wash my hands because I was too Lazy to go to the bathroom. So hopefully this dies down in the next hour So it's also 40 degrees now and not 50, but it's gonna stop raining by 3 p.m. Which is good So I have a turtleneck on I have this necklace and I also have this necklace This one matches the earrings. It's from house moving castle. It's gonna be really hard to see the whole outfit But this is the trench coat thingy. I'm wearing. I don't know what to call it. I have pants, brown buckle And I'm just gonna wear brown docks to match the belt. I have on my only three rings and oh my god I forgot to do my nails. Shit. I'm probably gonna do that off-camera because I have the quiz in 10 minutes I have on my lucky bracelets on both sides, of course. Should I do my eyebrows? I'm just gonna do my eyebrows.  So it's like, oh, you don't even know it's there You know what's also annoying? My boyfriend has better eyebrows than me. What does that tell you? He doesn't even have to tweeze, but they're just already perfect.  Just fill it in. Fuck. I should have waxed yesterday. Okay I mean with the buggerhead you can't even tell. Oh my god. This reaction. It's getting so much worse It's just like this ring around my eyes Shit, I'm not to figure that out. It still stings a little but normally the sting goes away in an hour But I have to take a quiz now So that's all I have if you enjoy give it a like leave a comment down below subscribe for more videos every week I post every Saturday subscribe to my second channel for more skincare stuff and just unboxing stuff Go follow our podcast run Apple and Spotify now and as always I love you guys and everything is less than three I should put that away. I will update you guys next week on how my date went Or just on Twitter Bye. Love you all. I'm doing this for y'all. I'm standing on top of a toilet just to show you We don't have a full-length mirror yet, but this is my outfit as my sister would say very sassy I don't have my shoes on yet, by the way, but these are the ones I'm gonna wear. I think the reaction is gone I did wash this area with one water to get rid of anything that was on there But I think it's good. I just shouldn't touch it anymore, but I keep touching it My backpack I have mint gum powder because I know I'm gonna get oily travel deodorant Portable straw another touch-up thing in case you get oily a mirror to do that portable cologne hand cream Chapstick nail cutter in case of emergencies, and I'm gonna have my portable charger I put this on for fancy occasions one two and then on your wrists and you wrap them and then put some behind your ear Apparently none of this is sponsored by the way in case anyone's wondering no one is gonna sponsor this mess of a video My book is gonna be at Penn Station around 140 because the train leaves around like 210 for a long island So I have to get there by then and it's currently one o'clock, so I'm gonna leave in like five minutes I also took off my nails because I figured black nail polish might not be the best for some pressure Wish me luck guys before I leave. I'm just gonna do one more literal. I'm so paranoid


South Korea and the US conducted a joint air drill on April 21 as a part of their ongoing large-scale combined air drills to deter North Korea's provocations, according to the South Korean military. A video provided by the South Korean Defense Ministry showed various South Korean and US jet fighters flying in formation in the air and pilots from the two countries attending a briefing before the drills. The exercise kicked off on April 17 for a 12-day run. Tension has flared as North Korea has ramped up military activities and threatened more practical and offensive action as US and South Korean forces hold annual spring military exercises it called a rehearsal for an all-out nuclear war.


theCUBE presents HPE Discover 2022, brought to you by HPE. Welcome back to theCUBE's coverage. We're wrapping up day two, John Furrier and Dave Vellante. We've got some friends and colleagues, long time friends. Crawford Del Pratt is the president of IDC, Matt Eastwood is the senior vice president of infrastructure and cloud. Guys, thanks for coming on, spending some time. Great to see you guys, got fun to do it. Awesome. Crawford, I want to ask you, I think this, track me if I'm wrong, but this was your first physical directions as president. Is that true or did you do one in 2019? No, we did one in 2020, we did one in 2019. And you were president at the time. I was president at the time, and then everything started. Well, how was directions this year? You must have been stoked to get back together. Yeah, it was great. I mean, it was actually pretty emotional. You know, I mean, it's a community, right? I mean, we have a lot of customers that have been coming to that event for a long, long time. I mean, to stand up on the stage and look out and see people, you know, getting a little bit emotional and a lot of hugs and a lot of bringing people together. This year in Boston, we were the first event really of any size that kind of came back. And when I kind of didn't see that coming in terms of how people, how ready people were to be together. Because when did you do, did it April in Boston? Yeah, we did it March. In March. Yeah, it was a game day decision. I mean, we were, we had negotiated it. We were going back and forth. And then I kind of made the call at the last minute, say let's go and do it. And in Santa Clara, I felt like we were kind of opening up the crypt at the convention center. I mean, all the production people said, you know what, you guys were really the first event to be back. And attendance was really strong. You know, we got over a thousand. It was really good. Good. It's always a fun, when I was there, it was, it's a big deal. You guys prepare for it. Some new faces up on the stage. So Matt, you've been doing the circuit. I take it like all top analysts, super busy, right? This is kind of end of the spring. I mean, I know it's summer. Right, that's right. But how do you look at, at discover relative to some of the other events you've been at? I think if you go back to what Crawford was just talking about, our event in March. I mean, March was sort of the reopening. And there was, I think people just felt so happy to be back out there. You still get a little bit at these events. I mean, because for each company, it's their first time back at it. But I think we're starting to get down what these events are going to feel like going forward. And I mean, there's good energy here. There's been a good attendance. I think the interest in getting back live and having face-to-face meetings is clearly strong. Yeah, I mean, this definitely shows that hybrid's the steady state, both events, cloud, virtualization, remote. So what are you guys seeing with that hybrid mode just from a workforce? Certainly people are excited to get back together, but it's going to continue. You're starting to see that digital piece. How is that impacting some of the, some of the customers you're tracking? Who's winning and who's losing coming out of the pandemic? What's the big picture look like? Yeah, I mean, if you take a look at hybrid work, people are testing many, many, many different models. And I think as we move from a pandemic to an endemic, we're going to have just ways and ways and ways of people needing that flexibility for a lot of different reasons, whether they have preexisting conditions, whether they're just not comfortable, whether they have people who can't be vaccinated at home. So I think we're going to be in this hybrid work for a long, long time. I do think though that we are going to transition back into some kind of a normal. And I think the big difference is that I think leaders back in the day a long time ago, when people weren't coming into work, it was kind of like, oh, I know nothing's going on there. People aren't getting worked out. I think we're over that stage. I think we're now into a stage where we know people can be productive. We know people can effectively work from home. And now we're into the reason to be in the office. And the reason to be in the office is that collaboration. It's that mentoring. It's that, you know, think about your 25 year old self. Do you want to be staring at a windshield all day long and not kind of building those relationships? People want face to face. It's difficult. They want face to face. I wouldn't. And you guys got a great culture How are you handling it as an executive in terms of is there a policy for hybrid? Yeah, so at IDC what we did is we're in a pilot period. And we've kind of said that the summertime is going to be a pilot period. And we've asked people, we're actually serving. It's shocking. We're serving. But we're actually asking people to work with their manager on what works for them. And then we'll come up with, you know, whether you're an out of the office worker, which will be less than two days, a hybrid worker, which will be three days, or in in the office, which is more than three days a week. And, you know, we all know there's limitation. There's variability in that. But that's kind of what we're shooting for. And we'd like to be able to have that in place in the fall. Are you pretty much there? Yeah, I am there three days a week. Mondays and Fridays. Because you got the CEO radius, right? Yeah. The same way, I'm in the office every day. Smaller office. But so let's talk a little bit about the numbers. We were chatting earlier, trying to squint through. Obviously the gold standard for what the market does. What happened during the pandemic? What happened in 2021? And what do you expect to happen in 2022 in terms of IT spending growth? Yeah, so this is a crazy time, right? We've never seen this. You and I have a long history of tracking this. So we saw in 2020, the market decelerated dramatically. The GDP went down to a negative like it always does in these cases. It was probably negative six in that kind of range. For the first time since I've been tracking IT, which goes back over 30 years, tech didn't go negative. Tech went to about just under 3%. And then as we went to 2021, we saw everything kind of snap back. We saw tech go up to about 11% growth. And then of course we saw GDP come back to about a 4% kind of range growth. Now what's, I think the story there is that companies, and you saw this anecdotally everywhere, companies leaned into tech. I think, Matt, you have a great statistic that 80% of companies used COVID as their point to pivot into digital transformation and to invest in a different way. And so what we saw now is that tech is now where I think companies need to focus. They need to invest in tech. They need to make people more productive with tech. And it played out in the numbers. Now so this year, what's fascinating is we're looking at two vastly different markets. We got gasoline at $7 a gallon. We've got that affecting food prices. Interesting fun fact recently. It now costs over $1,000 to fill an 18-wheeler, all right, based on, this just kind of can't continue. Do you think about it? Don't put the boat in the water. Yeah, yeah, yeah, good luck if you, yeah, exactly. So a family has kind of this bag of money, right? And that bag of money goes up by maybe 3%, 4% every year depending upon earnings. So that is sort of sloshing around. So if food and fuel and rent is taking up more, gadgets and consumer tech are not, you're going to use that iPhone a little longer. You're going to use that Android phone a little longer. You're going to use that TV a little longer. So consumer tech is getting crushed. You know, really it's very, very, and you saw it immediately in ad spending. You've seen it in Metta, you've seen it in Facebook. Consumer tech is doing very, very, it's tough. Enterprise tech, we haven't been in the office for two and a half years. We haven't upgraded whether that be campus Wi-Fi, whether that be servers, whether that be commercial PCs, as much as we would have. So enterprise tech, we're seeing double-digit order rates. We're seeing strong, strong demand. We have combined that with a component shortage. And you're seeing some enterprise companies with a quarter of backlog. I mean, that's really unheard of. And higher prices, which also- And therefore that drives higher prices. It shouldn't be that way if there's a shortage of chips. It shouldn't be that way, but it is. But it is, but it is. And then you look at software, and we saw this, you know, we've seen this in previous cycles, we really saw it in the COVID downturn, where in software, the stickiness of SaaS means that you're not going to take that stuff out. So the second half of last year, we saw double-digit order rates in software. Surprise, we're seeing high single-digit revenue growth in software now. So that we think is going to sustain, which means that overall IT demand, we expect to be between five and 6% this year. Okay, fine. We have a war going on. We have, you know, potentially a recession. We think if we do, it'll be with a lower case R. Maybe you see a banded down to maybe 4% growth, but IT's going to grow. Is it both the structural change of the disruption of COVID plus the digital transformation together, or is it? I think you make a great point. I think that we are entering a new era for tech. I think that, you know, Andreessen's famous Wall Street Journal op-ed 10 years ago, software is eating the world, was absolutely correct. And now we're finding that software is eking into every nook and cranny. People have to invest. They know disruptors are coming around every single corner. And if I'm not leaning into digital transformation, I'm dead. So the number of players in tech is growing. Well, the number of players in tech, the number of industries coming in. The industry is coming in. So I think the interesting dynamic you're going to see there is, now we have high interest rates, which means that the price of funding these companies and buying them and putting debt on them is going to get higher and higher, which means that I think you could, you could see another wave of consolidation, because tech, large install based tech companies are saying, well, you know, I'd like that. The 409s are being reset too. That's another point. Yeah, I mean, so if you think about this transformation, right? So it's all about apps and data and differentiating in apps and data.  And I would just say that if this is the first potential recession that we're talking about, we're the cloud service provider. So I think a cloud as an operating model, not necessarily a destination, but for these cloud service providers, they've actually never experienced a slowdown. So how, and if you think about the numbers, 30% of the typical IT budget is now quote unquote cloud and 30% of all expenditures are IT related. So there's a lot of exposure there. And I think you're going to see a lot of focus on how we can rationalize some of those investments. Well, that's a great point. I want to just double click on that. So yeah, the cloud did well during the pandemic. We saw that with SaaS. Have you guys tracked like the tams of what got pulled forward? So that a big discussion about something that pulled forward because of the pandemic, like zoom, for instance, in the house everyone's using zoom. Was there fake tams? There was one couple of analysts who were pointing out that some companies were hot during the pandemic will go away, that that TAM doesn't really exist. But there's some that got pulled forward early. That's where the growth is. So is there a line between the, I call fake TAM or pulled forward TAM that was only for the pandemic situationally? Devices might be a sample, I mean. Virtual event software was one. I know Hoppin's got laid a lot of layoffs and so that was kind of gone. Coming and going. And you got SaaS, which got pulled forward and it's not going away. But it's sustaining. Yeah, but it's sustaining. I definitely think there was a lot of spending that absolutely got pulled forward. And I think it's really about CEO's ability to control expectations and to kind of message what it looks like. I think, look, I think virtual event platforms probably have a role. I think you can definitely raise your margins in the event business significantly using those platforms. There's a role for them. But if you were out there thinking that this thing was going to continue, then that was unrealistic. You know, to your point on devices, I'm not necessarily sure. I think we definitely got ahead of our expectations and things like consumer PCs. Those things will go back to historical growth rates. Yeah, I mean, you got the install base is pretty young right now. But I think the one way to look at it too is there was some technical debt brought in because people didn't necessarily expect that we'd be moving to a permanent hybrid state two years ago. And now we have to actually invest on both. We have to create a little bit more permanency around the hybrid world. And then also like Crawford's talking about the permanency of having an office and having people work in multiple modes. Yeah, it actually requires investment in both the office and also the company. So you're saying operationally you got to run the company and do the digital transformation to level up to hybrid? Yeah, yeah, just the way people work, right? So you basically have to, even for like us internally, Crawford was saying, we're experimenting with what works for us. My team before the pandemic was like one third virtual. Now it's two third virtual, which means that all of our internal meetings are going to be on teams or Zoom, right? They're not going to necessarily be, hey, just coming to the office, because two thirds of people aren't in the Boston area. Matt, you said you see cloud as an operating model, not necessarily a place. I remember when you were out, I was on the Zoom when we first met Adam Solipski. He said, you were asking him about the on-prem guys and he's like, that's not cloud. And he kind of was very dismissive of it. I want to get your take on what we're seeing with As-of-Service, GreenLake, Apex, Cisco's got their version, IBM, Pure is doing it. Is that cloud? I think if it's, I don't think all of it is by default. I think it is. I actually think what HP is doing is cloud, because it's really about how you present the services and how you allow customers to engage with the platform. So they're actually creating a cloud model. I think a lot of people get lost in the transition from capex to op-ex and the financing element of this, but the reality is what HP is doing and they're sort of setting the standard, I think for the industry here is actually setting up of what I would consider a cloud model for. Well, in the early days of GreenLake, for sure, it was more of a financial, you know, a macro mechanism. It was kind of a spoke, right? But now you've got 70 services and so you can build that out. But, you know, we were talking to Keith Townsend right after the keynote and we were sort of unpacking it a little bit. And I asked the question, you know, if you had to pin this in terms of AWS's maturity, where are we? And the consensus was 2014. Console billing, is that fair or unfair? Oh, that's a good question. I mean, I think it's, well, cloud's come a long way, right? So I think 2014 is probably a little bit too far back. Because you have more modern tools today. Kubernetes is... Yeah, and then just, I would say the market's still getting to a point of readiness and in terms of buying this way. So if you think about HP's kind of strategy around edge-to-core platform as a service, you know, we're all big believers in edge and the app's following the data and Dave's being created in new locations and you got to put the infrastructure there. And for an end user, there's a lot of risk there because they don't know how to actually plan for capacity at the edge. So they're going to look to offload that, but this is a long-term play to actually build out and deploy at the edge. It's not going to happen tomorrow. Five, 10-year play. Yeah, I mean, I like the operating model. I agree with you, Matt, that if it's cloud operations, DevSecOps and all that jazz, it's cloud. It's cloud operating and public cloud is a public cloud hyperscaler on-premise and the storage folks were presented. That's a single pane of glass. That's old school concepts, but cloud-based. Shipping hardware, it's auto-configures. That's the kind of consumption they're going for. Now I like it, then they've got the partner-led thing. Is the partner piece, how do you guys see that? Because if I'm a partner, there's two things. Wait a minute, am I at bottleneck? To the direct self-service? Or is that an enabler to get more cash to make more money if I'm a partner? You see what Ascension's doing with what they do with Amazon and Deloitte and et cetera. It's interesting, right? I'm a channel partner, I'm making more cash. Yeah, I mean, well, and those channel partners are all in transition, too. They're trying to figure out, are they, what are their managed services going to look like? What kind of applications are they going to stand up? They're not going to just be reselling.   I want to ask you guys about growth. Because the big three cloud, a big four growing, pick a number, I don't know, 30, 35% revenue. Big, and like you said, it's 30% of the business now. I think, you know, Dell's growing double digits. I don't know how much of that is sustainable. A lot of that is PCs, but still, strong growth. I think Cisco has promised 9% in that right about that, something like that. I think IBM, Arvind's at 6%. And I think HPE has said, hey, we're going to do three to 4%, which is so really sort of lagging, in which I think a lot of people in Wall Street are like, okay, well, that's not necessarily so compelling, what does HPE have to do to double that growth or even triple that growth? Yeah, so they're going to, so obviously you're right. I mean, being able to show growth is tantamount to this company getting more attention, more heat from investors. I think that they're rightly pointing to the triple digit growth that they've seen on Green Lake. I think if you look at the trailing 12 month bookings, you got over $7 billion, which means that in a year, you're going to have a significant portion of the company is as a service, and you're going to see that revenue that's ratable being recognized over a series of months. So I think that this is sort of the classic sass trough that we've seen applied to an infrastructure company where you basically have to kind of be in the desert for a long time. But I think the most important number for HPE right now is that Green Lake bookings number. And if you look at that number and you see that number rapidly come down, which it hasn't, off a very large number, you're still in triple digits, they will ultimately start to show revenue growth in the business. So one thing people are missing about HPE is there aren't, there are a lot of companies that want to build a platform, but they're small and nobody cares.  HPE has such a significant install base that if they do build a platform, they can attract partners to that platform. What I mean by that is partners that deliver services on Green Lake that they're not delivering, they have the girth to really start to change an industry and change the way stuff is being built. That's the bet they're making. And frankly, they are showing progress in that direction. So I buy that, but the one thing that concerns me is they kind of hide the ball on services, right? And I worry about that. It's like, is this as services kind of just, you know, same wine, new bottle, or? Yeah. So I would argue that it's not about hiding the ball, it's about eliminating confusion in the marketplace. This is the company that bought EDS only to spin it off. And so you don't want to have a situation where you're getting back into services. They're probably not the only ones who does. I mean, look at the way IBM used to count and they'd still count. I get it. I get it. But I think it's really about clarity of mission. What I know you- Point next, they are in the T.S. business. That's absolutely a point of it. And it's an important proctor for them. At the top, right? The global 50s say there's still a lot of uniqueness in what they want to buy. So there's definitely a lot of bespoke kind of delivery that's still happening there. The real promise here is when you get into the global 2000 and can start them, getting them to consume very standardized offers. And then the margins are healthy. And they got, well, they're what? Low 33%, I think 34% last quarter gross margin. That's solid to compare that with Dell is, I don't know, they're happy with 20, 21% if I can even get that. Which is, you know, I'll come back. Go ahead. I want to ask the guys- No, I want to, he said one thing I like, which was I think he nailed it. They have such big install base. They have a great channel. They know how to use it. That's a real asset. And Microsoft, I remember when their stock was trading at 26 when Balmour was CEO, what they did with, no, they had Office and Windows. So a little bit different, but similar strategy, leverage our install base, bring something up to them. That's what you're kind of connecting the house in. Absolutely, you have this velocity machine with a significant girth that you can now move to a new model. They move that to a new model to Matt's point. They lead the industry. They change the way a large swath of customers buy and you will see it in steady revenue growth over time. Okay, so I have- Just in that- Well, so your point is the focus- Yeah. It's the right focus. And I would agree. What's the other move? What's the other move? The progress, triple digit booking growth of a number that gets bigger and bigger. And what's the scoreboard? Okay, now, the growth, that's the scoreboard. What are the signals that you're looking at on the scoreboard, Crawford and Matt, in terms of success? What are the benchmarks? Is it ecosystem growth, number of services, triple growth? Yeah. What are some of the metrics that you guys are going to be watching? We should be watching. Yeah, I mean, I don't know if you want to jump in. I mean, I think ecosystem is really critical. You want to have, and you need to sell both ways. Like HPE needs to be selling their technology on other cloud providers and vice versa. You need to have the beams of the world on offering services on your platform and kind of capturing some motion off that. I think that's pretty critical. The channel, definitely. I mean, you have to help. And what you're going to see happen there is there will be channel partners that succeed in transforming and succeeding. And there'll be a lot that go away. And some of that's generational. There'll be people that just kind of age out of the system and just go home. Yeah, so I would argue it's going to be bookings growth rate. It's going to be retention rate of the customers that they have. And then it's going to be that, ultimately, you're going to see revenue growth and that revenue growth is going to have to be correlated to the bookings growth for Green Lake. What's the Achilles' heel on HP? If you had to do the SWAT, what's the W for HPE that they really need to pay attention to? I mean, they need to continue their relentless focus on cost, particularly in the core compute segment. They need to be able to be as cost effective as possible while the higher profit dollars associated with Green Lake and other services come in and then increase the overall operating margin and gross margin picture. I mean, I think the biggest thing is they just have, they have to continue the motion that they've been on. And they've been consistent about that. What you see where others have kind of slipped up is when you go to customers and you present the OPEX as a service and the traditional CAPEX side-by-side and the customers put in this position of trying to detangle what's in that OPEX service, you don't want to do that, obviously. And the HPE has not done that, but we've seen others kind of slip up and do that. But a lot of companies still want to buy CAPEX, right? Absolutely. Yeah, they're liquid and I think, but you shouldn't do that bake off by putting those two offers out. You should basically ascertain what they want to do. What's kind of what Dell does, right? Hey, what do you want? Oh, we got this, we got this. On one hand, we got this, the other hand, we got that. Right. The two-hand sales rep. No, this CAPEX thing's interesting. And if you're Amazon and Azure and GCP, what are they thinking right now? Because maybe what, four years ago, Outpost was launched, which is essentially hardware. Yeah. It's just cloud operating law. Yeah. They're essentially bringing Outposts. This is what they got, basically. Is Amazon and Azure, like, is this a blip on the radar for them? How would you, what are they thinking in your mind? If we're in their office, in their brain trust, are they laughing? Are they like saying, oh, they're scared? Is this a real threat? Opportunity? I mean, I wouldn't say they're laughing at all. I would say they're probably discounting a little bit and saying, okay, fine, that's a strategy that a traditional hardware company is moving to. But I think if you look underneath the covers, two years ago, it was pretty basic stuff that they were offering. But now, when you start getting into some, you know, HPC is a service, you start getting into data fabric, you start getting into some of the more sophisticated services that they're offering. And I think what's interesting about HP, what I take is that they're not going to go after the 250 services that Amazon's offering. They're going to basically have a portfolio of services that really focus on the core use cases of their infrastructure set. And I think one of the danger things, one of the red flags would be if they start going way up the stack and wanting to offer the entire application stack, that would be like a big flashing warning sign because it's not their sweet spot, it's not what they had. So machine learning and quantum, okay, one you can argue might be up the stack of machine learning. Quantum should be in their wheelhouse. I would argue machine learning is not up the stack because what they would focus on is inference, they'd focus on learning. If they came out and said machine learning all the way up to what a drug discovery company needs to do. So they're bringing it down. Yeah, yeah, yeah, well, no, I think they're focusing on that middle layer, right? That data layer. And I think that helping companies manage their data, make more sense of their data, structure their data, that's core to what they want to do. I feel as though what they're doing now is table stakes, honestly, I do feel like, okay, hey, finally. I say the same thing about Apex. Yeah, we finally got it. It's like, okay, guys, you know, great. Welcome to the question. The one thing I would just say about AWS and the other big clouds is whether they might be a little dismissive of what's truly going to happen at the edge. I think the traditional OEMs that are transforming are really betting on that edge being a huge play and a huge differentiator for them, where the public clouds obviously have their own bets there. But I think they were pretty dismissive initially about how big that might be. And I don't think anybody's really figured out the edge yet. Yeah, well, it's a battleground. That's what he's saying. But on the ecosystem, I want to say, up the stack, I think it's the ecosystem that's got to fill that out. You got to see more governance tools and catalogs and AI tools and... It immediately goes more vertical when you go edge. You're going to have different conversations. Interlacking. Yeah, but they're in there though. They're in the verticals, HP's in the verticals. Yeah, for sure. But they got to build out an ecosystem. Like you walk around here, the data, the number of data companies here, I mean, Starburst is here. I'm actually impressed that Starburst is here because I think they're a forward-thinking company. I want to see that times a hundred, right? I mean, that's the... HP's in all the verticals. That's at the point. So they should be able to attract that ecosystem and build that flywheel. That's the hallmark of a cloud, that marketplace. Yeah, it is, but I think there's a... Again, I go back to they really got to stay focused on that infrastructure and data management. Yeah, but they'll be focused on that, but their ecosystem... Their ecosystem will then take it up from there. And I think that's the next stage. And that ecosystem's got to include OT players and communications technologies players as well, right? Because that stuff gets kind of sucked up in that edge. Do you feel like HPE has a leg up on that, or like a little bit of a lead, or is it pretty much even race right now? I think the big infrastructure companies have all had OEM businesses and they've all played there. It's also helping those OT players actually convert their own needs into more of a software play and not so much of a physical role. You've been following it. You guys both have been following HPE and HPE for years. They've been on the edge for a long time. I've been focused on the edge. Now they might not have the product traction, or they might not develop as fast, but industrial IoT and IoT, they've been talking about it, focused on it. I think Amazon was mostly like, okay, we got to get to the edge. And I like the enterprise. And I think HPE's got a leg up in my opinion on that. Can they execute? Yeah, I mean, PTC was here years ago on stage talking about it. But I mean, if you think about the edge, right? I mean, I would argue one of the best acquisitions this company ever did was Aruba, right? I mean, it basically changed the whole conversation of the edge, changed the whole conversation. It became Green Lake. It was Green Lake. Well, it became a big part of it. But I mean, they went after selling edge line servers and frankly, it's very difficult to gain traction there. Aruba is a huge area of differentiation and I think the March announcement was when they brought Aruba management into BNF. Totally right. I love that. What are you guys saying about the Broadcom VMware acquisition? What are the implications for the ecosystem, for companies like HPE, and just generally for the IT business? Yeah, so. You want to start? Yeah, sure, I'll start there. So look, we've spent some time going through it, spent some time speaking to the folks involved. And I got to tell you, I think this is a really interesting moment for Broadcom. This is Broadcom's opportunity to basically build a different kind of a conversation with developers to try to invest in, I mean, just for perspective, right? These numbers may not be exact and I know a dollar is not a dollar, but in 2001, anybody remember what HPE paid for Compact? $25 billion. $25 billion. VMware just got sold for $61 billion. That gives you a perspective. No, again, I know a dollar is not a dollar. Yeah, yeah, still big numbers. Versus 2022. So having said that, if you just did it to basically build your DCF model and say, okay, over this amount of time, I'll pay you this and I'll take the money out over this period of time, which was what people have criticized them for, I think that's a little short-sighted. I think this is Broadcom's opportunity to invest in that product and really try to figure out how to get a seat at the table in software and pivot their company to enterprise software in a different way. They have to prove that they're willing to do that and then, frankly, that they can develop the skills to do that over time. But I do believe this is a different, this is a pivot point for Broadcom. This is not CAA, this is not CAA.  Now, you and I, Dave, had some conversations on Twitter. I don't think it's the step up to them sort of thinking differently about semiconductor dying, doing some custom, I don't think that's the thing. Yeah, I agree with that. I think this is really about them pivoting the company into the, getting a seat at the adults table in software. Well, if Broadcom has been squeezing their supplies, we all hear the scuttlebutt. If they're squeezing, they can use VMware to justify the prices, maybe use that hostage and then install base, that's kind of my conspiracy theory. I think they've told us what they're going to do. I do. Maybe it's not like CAA. I think it's maybe more like Symantec, but what do you think? Well, I mean, that's still, I mean, so VMware, there's really nobody that can do all the things that VMware does say. So it'd be really impossible for an enterprise to just rip them out, but obviously you can sour people's taste and you can very much influence the direction they head in with the collection of providers. One thing interesting thing here is was that 37% of VMware's revenue is sold through Dell. So there's lots of dependencies. It's not as simple as, I think, John, you're right. You can't just pull the CAA playbook out and rerun it here. This is a lot more complex. It's a lot more volume of distribution, but a fair amount of VMware's install base. Dell's influence is still there. It is in the mid-market. It's not something that they're going to touch directly. You think about what VMware did. I mean, they kept adding new businesses, buying new businesses. I mean, is the security business going to stay? Networking security, I think, are interesting. Well, VMware, they can say that it's the same customers over and over again. They haven't done anything. VMware has the same customers. What new customers? So imagine simplifying VMware, right? It becomes a different equation. It's really interesting. And to your point, I mean, I think Broadcom is, I mean, Tom Kraus knows how to run a business. Yeah, he knows how to run a business. I think it's going to be an efficient business. It's going to be a well-run business, but I think it's a pivot point for Broadcom. It's amazing to me. Broadcom sells to HPE. They sell to Dell, and they've got a market cap that's 10x. Yes, yeah. All right, we got to go. Guys, awesome. Great to see you guys. Thanks a lot. Appreciate you talking to you. Okay, listen, day two is a wrap. We'll be here tomorrow. All day, Dave Vellante, John Furrier, Lisa Martin, Lisa, hope you're feeling okay. We'll see you tomorrow. Thanks for watching theCUBE, your leader in enterprise tech, live coverage.


All right, welcome to today's stream We're doing it again advent of code 2022 and Yeah, this was fun last year It's been fun the year before that and it's gonna be fun again We're doing advent of code in Haskell And yeah Let's see how it goes. You can see I haven't opened the code yet. I did make a well, not a repo, but Short module where I'm gonna be working on and Yeah so Let's get started. Let's see what today's task is All right calorie counting Santas reindeer typically eat regular reindeer food But they need a lot of magical energy to deliver presents on Christmas For that their favorite snack is a special type of star fruit that only grows deep in the jungle I also brought you on their annual expedition to the grove where the fruit grows To supply enough actual energy the expedition needs to retrieve a minimum of 50 stars by December 25th Although the elves assure you that the grove has plenty of fruit You decide to grab any food you see along the way just in case So They just won't fly That's a big much, huh? All right, let's see Collect stars by solving puzzles two puzzles. We made available in the calendar The second puzzle unlock when you complete the first each puzzle Each puzzle Grants one star good luck Okay, now for today's task, right?  I think at one point last year, but it all starts without one year, right? So, uh The elves take the jungle must be too overgrown and difficult to navigate in vehicles or Or axes from the air the elves expedition traditionally goes on foot as Your boats approach land the elves begin taking inventory of their supplies One important consideration is food in particular the number of calories each elf is carrying Uh, your puzzle input your elves must take turns writing down a number of calories contained by the various meals snacks ration ctc That they brought with them one item per line each elves Operates their own inventory from the previous elves inventory any by a plank line Okay, so they write the following list And then the first elf is carrying food with 1000 2000 3000 a total of 600 calories And so is that then one item then 11 000? Okay, so we're just adding up these numbers. Okay The elves get hungry and need extra snacks. They need to know which elf to ask They'd like to know how many calories are being carried by the elf Carrying the most calories and the example above this is 24 000 Carried by the fourth Find the elf carrying the most calories. How many total calories? Is that elf calorie? All right, so let's grab the example And let's plop it down here uh in Let's see Let's uh add a file Call it um save it this is gonna be example All right, uh now we're gonna say uh So read input is gonna take uh, it's gonna take a string Uh, and then it's gonna give us an IO and it's gonna return a list of lists of hints Okay, uh Read input file name equals and I always forget How to do this every single year Uh, let me see So, uh wait, I can do this right? Yeah, okay, okay, so let's see. Um G8ci are running 9.2 here.  What is the type of that? Uh, so this gives us a string. So let's say do f File it's gonna be read file file name Okay, this one is actually file Yeah I could do file read file file name and then We want to split Oh Thor's hammer Little ante as in bed. Oh, I have to say at that. Yeah, I should also say all these things say I announced it on twitter, but I think um I think I should announce it on on like types dot Oh Fabian is here. Ah, see the gang's all getting together again Okay, let's see. Um, so we read the file name. Uh, okay, and then we do I think this Split that T span Yeah, so this one gives us, um Dark span Yeah, so it returns a tuple wall. The first one is longest prefix of elements that satisfy and uh, oh, let me actually go into settings here Settings And I remember I needed to do this before terminal Uh font, right? And I need to change the font of the terminal Yeah, this is better. So you guys can read it at home All right, uh, wow the Haskell hum is out right okay, so We take a so we have a list of lists So this is going to be just a list, right? Okay, and then Let proc so We are gonna cut it into a list of lists Uh Lists of lists. Let me see This is gonna take a list of strings and go give me a list of list of strings. Okay So a list of lists equals, uh So empty is just gonna be empty list of lists a What am I gonna do this? So I want to take the span, right like kind of in a loop. So I want to do um So so I'm gonna do, um You know span and then equals Uh, no, so this is gonna be not equals space, right? Okay, so let a A elves equals So elves of empty is empty elves of Xs equals Where a x comma y Is equal to span Not equals not equals Of Xs So then this is gonna be the elf and this is gonna be the rest. Okay, so this is gonna be um x elves of y Okay, and then let's just print a Elves of file. So let's just see what this says main Main equals read input a example Okay Now let's see here ghc What do you say? Ah Sad to be not they want to do That would have code, but it's also good to be busy. Hopefully you're doing something more useful Ah, but it's fun. Huh. There's no main module. Ah Oh We didn't open in the AC 22 Day one, there we go. Oh, and we need to return here also We keep doing control x control s, right because I was doing a lot of emails a little bit Huh. Oh, yeah, it's not not equal this way. It's the Okay There we go Uh Let's compile it. Okay Ah, okay, so I need to do Lines of this right, uh, so it's gonna be All right, so else Uh-huh, so it's actually going to be this I think Uh, so this is Yeah, and then span Oh, maybe if it Ends I think like a file Ends in the empty like no See what we're actually getting here Yeah, okay, so we get a little strings and then the empty string as it will return like the first non empty element like this, right? Okay, uh So we'll take the x And then so it ends up with the empty one Of it's probably a better way to do this. I think maybe I'm misunderstanding this So it takes and then returns A tuple, okay And okay. Yeah, so here So now I'm throwing away The element that's yeah. All right. So now we got the list of lists Okay, and then Let's enable That type application. Okay. Now we go ggi and say doc read, right? So what I'm going to do here Is I am going to return map read add int Okay, I'm going to map over the files of else Else file we got it. Uh, let's see what we get here Didi didi Uh, all right And okay So now we have the input in a nice way. Okay so, um They'd like to ask how many calories are being carried by the of carrying the most calories Okay, so, uh prob one Takes a list list of aint's and returns an int So we do prob one equals so Cals equals we're going to map some Over read and then we're going to say Okay, let's just say that Uh Print up problem one. I think it's not good. Yeah. All right 24,000 right So let's get our puzzle input Get a new file paste it save it load it um And then we change this to be input six seven zero two seven I should not print the file Okay, let's uh paste it All right We got part one Let's actually not run it just like this just actually do it. You know, that's user being Okay, wait, can I make time give me like milliseconds? uh user been time Milliseconds Uh Takes a zero point zero one seconds 10 seconds All right. Now, let's do problem two. Lanny has so many like annotations um Yeah, let's see By the time you calculate the answer to the health questions They already less than the health countering the most calories a food might eventually run out of snacks Uh, the little carriage you carry by top three l Carrying the most calories that way even if one of those Throw up three on the fourth elf the third elf and then the fifth elf okay Now let's uh Just copy this in here Now, um example Let me write problem two. So now we're just gonna Uh map some and then sort And then take three And then we're gonna solve a moment. What are you talking about data kinds here illegal type? Why is sort not in the prelude anymore? Okay 45,000 we get for the example now. Let's do it for the input. Let's say 9729 All right, we did day one Thanks for tuning in. Uh, it's a short one today mostly, uh Yeah, I was just setting things up seeing if they worked. I figured out two things number one I need uh to fix my uh keyboard can Uh, so it it works, but it's freezing So I need to do something about that Uh, and then Yeah, I need to uh because I have like a chat view here, but I need to make it More zoomed in. I think I need to go to like twitch Uh Let me see if I could just figure this out now because I have you here and then You can send a message You can Think of me then we've got Babu yet to cry wada punk us Uh I want to go to channel Let me pause and there's like that Where's that interface for the studio creator dashboard Yes, that's the one Okay, now I'm gonna take my chat and I'm gonna pop it out Okay, yeah, and now it is actually huge Ah, now I can read and now I can look at you guys in the eyes Uh, and I can see what you're seeing. Let me just say something here. Hey, oh Wow Amazing stuff. No, this is uh because I got my I have my setup right so I got my teleprompter All right, so that was it for today Uh quick and easy, right? Not much happening, but Thanks for tuning in and uh, yeah, I'll see you same time tomorrow six o'clock um And uh, yeah Yeah, we we're doing this we're doing it this year All right, thank you for tuning in again and uh catch you tomorrow Bye-bye decision. All right


It's November the 4th. It's Wednesday. It's 11 o'clock. That can mean only one thing. It's Trump week. I'm Tim Apachele, your host, and it is post-election night. The title of this show is 2020 Election Night. Who is the president? I was up till three o'clock in the morning and not to be disappointed because the election results are not, they're not here. At three o'clock in the morning, we didn't have a pathway one way or the other as to who might be the next president. True to form, Donald Trump did not disappoint me. Around midnight, Hawaii time, he tweeted the following, we are up big, but they are trying to steal the election. We will never let them do it. Votes cannot be cast after the polls close. Well, you know what, Donald? I agree. Votes cannot be cast, but they sure can be counted, and that's what's taking place today. Then he entered the room, the White House, with his friends and family, and the following quotes were made. Millions and millions of people voted for us. A very sad group of people is trying to disenfranchise that group of people. This is a fraud on the American public. Frankly, we win the election. True to form, as no surprise to me, Donald Trump did try to declare the election victory. That was well before we have at least eight states at the time that have not finished their vote count, and there is no clear direction on which way it could go. Now, he was very upset that Arizona was not being counted any further, and he wanted that to take place, because he thought Arizona is going to be in the GOP column, and yet that he's enraged that Michigan, Wisconsin, and Pennsylvania, those votes needed to stop, and he said he was going to go to the Supreme Court the next day to stop it. Without further ado, let me introduce our guests. Good morning, everyone. Today we have Jay Fidel, Winston Welch, Cynthia Lee Sinclair, and Stephanie Dalton. Happy post-election day. Ugg. Jay, let's go to you. Were you surprised that Donald Trump tried to claim victory well in advance of the votes, two million votes in Pennsylvania being counted, hundreds of thousands of votes in Michigan, and Wisconsin, and Arizona? No surprise there, was it? Are you trying to pull this off? Everyone knew he was going to do that, and I suppose everyone knew he was going to, he is going to try to contest this election, or part of it anyway, in the Supreme Court. I'm not sure how he gets there that fast, you know, because there is a procedure to go to the Supreme Court. You just can't walk in the door. Not only that, but he can't stop the vote counting by going to the Supreme Court. Well, it depends on what they rule. He's asking them to stop it, not count votes anymore. And, you know, he's got a 6-3 favorable group for him as conservatives, so it's hard to say that they'll rule the right way. It's hard to say that. That's what we've got now. We've got a Supreme Court that you have to wonder about, honestly. How long does it take for that process to take place?  You can say that Biden is a path. I think critical state would be, what, Michigan? Because it looks like I think is in Wisconsin. It's very close. Wisconsin's been called for a recount. Yeah, Wisconsin has been called for Joe Biden. Yeah, so anyway, you know, bottom line is Biden is a path. He's not as confident as he was. He canceled all his meetings and gatherings and parties that were scheduled for today, and we'll all have to do the cliffhanger for a few days, see what happens both in the vote and in the still forthcoming blue wave, and very possibly in the Supreme Court. But the reason I say UG is that I thought, and I suppose all of us thought, that we were going to see a blue wave, that the country had had enough of Trump, you know, even people who were relatively speaking conservative. But that really hasn't happened, has it? A lot of people voted for him. A lot of people voted for Republican in the Senate. You know, all across the board, the Republicans made a terrific showing yesterday and since. Now it could be that there's a lot of votes in the pipeline and all that will change and my UG will turn into a hooray. But for now, you know, what I get is a lot of people in this country have been fooled by a grand demagogue. And I, you know, we've been asking, all of us have been asking this question now for years. What is it about this country? We have 40% or possibly more yesterday, you know, like him and like the Republican Party and like what has happened. It's just incredible. You know, Americans are dying at a rate of a thousand a day. We have millions and millions of cases. He's done nothing about it and they vote for him. What is it about that? Are we at a point in the nation that they identify with a president of grievance versus a president of optimism and vision and foresight? I think we're a nation of fools. I think we're a nation that goes to what Stephanie was saying before the show began about education. You know, we've had three, four generations of below standard education in this country. There's no critical thinking going on in vast swatches of the country. There's this strange thing about power in Trump and how he relates and does his dog whistles to them and they respond. The country is not fit to govern itself. It reminds me of Ben Franklin walking out of Liberty Hall. A woman stopped him and said, Dr. Franklin, what kind of government will we have? You've heard this and he says we're going to have a republic, madam, if you can keep it. Well, the burden is on us to keep the republic, the democratic republican.  It was such a clear choice and the country did not rally around that. I'm sorry. I understand the vote and the fact that it wasn't a wave and we're split right down the middle. I will. I have to tip my hat to Vice President Pence. No sooner did Donald Trump say that this this election has been stolen and they're not going to count any more votes and we're going to stop at the Supreme Court. Mike Pence went up to the microphone said we are going to count these votes. And you know, that took courage to do that right in front of Donald Trump and my hat's off to him. All right. Let's see what happens on this.  That's my prediction. Various state houses are going to be botched up. We're even even if Biden wins, he's going to have a slugfest on getting any initiative through and he's going to have lobbyists all over him, all over the Congress fighting everything he does. It's going to be like Obama at best. Okay, we got a question. Come in and sorry, go ahead. We're going to be locked up. And if you were thinking of the United States returning to the world stage of dealing with climate change, dealing with open trade and all those things that make for a sustainable planet of dealing with COVID on a global basis. Forget about it. I don't think those initiatives are going to happen. And I would say too, that we're going to suffer from COVID. Let's not forget about COVID. It's going great guns. There is no vaccine that won't be a vaccine for a year. And between now and the end of that year, many thousands, many, many thousands of Americans will die. And our economy will be in the tank and worse all that time. And there'll be unrest in the streets all that time. So this vote, even if Biden wins, signals a great tragedy for our country. Yeah. Okay, Jay, thank you so much for your thoughts and comments. Hey, Stephanie, we have a question that's come in. And we very much appreciate the questions that come in from our viewers. This question is the following. Many millennials feel disillusioned by the Electoral College. Does any of the hosts still believe in the Electoral College? So Stephanie, why don't you take that one on? Well, thank you for the question. And I appreciate the challenge. I think that's a very tough question. None of us know enough about the Electoral College. And I believe that I didn't ever get schooled in at night. Neither did many other people. But I think that it's a way for the state's rights to play out. In other words, the founders saw the large states and the smaller states and the different, maybe they saw the different populations, which wasn't so desperate back then. But I think it's just a way to make sure that states had a voice above the people really.  But having the state's layer come in and do perhaps modifications where they can, because some of the state's electors do have the option of voting outside of the popular vote in their state. So I think that that's the next presentation of difficulty and amount decline. We had that situation in the last election where one electoral voter wanted to vote outside of Donald Trump's victory and cast his vote for Hillary Clinton. And he was basically told on no circumstance, will you cast a vote outside the popular vote taken in that state? And I can't remember the name of the state of it right now. But there was definitely a situation in the last election where that person was chastised and said, you will vote as directed. I think you're absolutely right. I believe that the state's intended or the government intended to take a look at this and see how it worked and to make sure that state's laws were clear about what it is that their electors voted for. But remember, they used to talk about the super delegates and they're also these super electors. So I think we are going to have a lot to learn. And this goes back to my concern about our wonderful media, but they still need to work harder because we should know a lot about this now. I think that they ought to be educating or presenting on the electoral college and how does it work? Because we have to go through that coming up December 1st. So we're down to less than four weeks and hear that comes. So do we still have super delegates or super electors who can make that choice on their own recognizance? Or has everybody got it by the state? Or do we still have that particular state referring to in the position of having to work with their electors to persuade them? What did their laws say? Here's another big gap we don't know about. And I would like to see the media do it. I think that's a good point and everyone would need further education on that. And if not education, at least a reminder. Thank you, Stephanie. Hey, Winston, what surprises did you observe last evening? Things that the biggest of surprises, I suppose. I guess there were many surprises, but at least the larger ones that came to your attention and some of your thoughts about that. The America that we all believe in, I think that we believe in, and that we hope for was lost last night. Let's face it. These people that voted for Donald Trump know what they're getting this time. They know what kind of man he is. They know his moral quality, his ethical quality. They know the people that were supporting him, the entire Republican Party. They have a different vision of America than I think the other half of America has. And it is this one man who's been able to marshal them together for whatever reasons. Whatever they think the grievances are, what I, so I guess I came with feeling profoundly sad. I guess would be the emotion that I had for it that we're as a nation saying, yeah, this is okay. So what if we just bulldoze over all this stuff that we used to hold valuable? However, that said, half the nation did not do there. And I believe once the votes are counted and we're not voting anymore, it's just about like the governor of Pennsylvania says we may not know the results even today. But the most important thing is that we have accurate results. I fear that if Biden is not elected, we may not even have elections as we understand them today. I was happy that there were no real big shenanigans yesterday compared to what all the threats and the fear that we heard. So that was a very positive point. I think elections were carried out pretty well, especially given the COVID times. I was happy to see Fox News call Arizona for Biden showing some degree of independence, but maybe they were just doing that to stave off the inevitable, which we all knew he was going to declare this independence. Well, that particular action created much fury for Donald Trump. I mean, he went ballistic on that call and it was his own Fox News channel. It was his own News channel. That's true. And so that gave me hope. And I think people just showing up in mass numbers saying, no, we can't have this. I mean, the pollsters, also big losers of the night, I think they were underestimating was the degree of people who were ashamed to vote for Donald Trump and refused to tell them I'm voting for him. Because at the end of the day, they know what they did was wrong, but they were voting for him anyway for whatever convoluted reasons they came up with. But they were too ashamed to say so in advance. And I think that speaks volumes to people making choices that were not the best choices. They just did it out of whatever reason, but they were soon to announce it in advance. I think there is an element of people just being ashamed and not willing to admit they wanted to vote for Donald Trump and keeping that under their hat. But there's also methodology with post, you know, being a poster these days. And I'm sorry, but if they're still calling people on a landline to get an answer on how someone may or may not vote, it's 20 years in the past. It's 30 years in the past. So they're going to come up with a new methodology to get more accurate indications from people to be polled that you get a more accurate read on who's really interested in voting for a president. Tim, I think the other thing I wanted to add is that 50% of the people in our country, they're not evil. They're not bad. They've been lied to by the media. They've been lied to by this president. They've been duped. And if they're beginning their new source from limited sources, or they've been made to be afraid, be afraid of all the changes that have happened in America the last 50 years, especially, they're going back into a place of fear. And we are going to... I want to tag on to that. I want to tag on to that exact point, if you may, if I might. Look at Miami Dade in Florida. Heavy Cuban population. A lot of South Americans have immigrated into Miami Dade. And Donald Trump was quite successful painting Joe Biden as a castor-like or Hugo Chavez type dictator, a socialist. And nowhere did Joe Biden in Miami Dade County get anywhere near the percentage of votes he needed to pull off that victory. Yeah, that's right. Again, it's lies about that Joe Biden is a Marxist.  It was so insane. But people, when you're being fed a constant stream of fear, you'll go back into the fight-or-flight-animal reflex. So whatever happens out of this election, we have a lot of repairing. And as you said, Jay, about step-use-commit education, this is what happens when you hollow out the ability of people to think for themselves. An educational crisis, we have a spiritual, moral, economic, financial crisis of the first order in this nation.  In fact, I think we just have to take a very deep dive into all of our institutions and find out, how are we going to repair and reclaim this nation so that we can move forward from here? Because obviously we've got a lot of work to do. But there was no violence yesterday. And people of good will are on both sides. They are of good will. Half the nation is not the enemy. They are just, they have, in my thinking, they have been made to be afraid and lied to for so long that it's hard to tell the truth anymore. And they feel the same about the other side. So you know what? We got some work to do, a lot of work to do. Hey, thanks, Winston. As always, your comments are very much appreciated. Cynthia, we have another question and I'm going to direct this question at you. Do you think the record-breaking number of voters are from people being against Trump or from people who found more free time because of COVID? Well, finding more free time, I don't think is really a part of it. I think this whole election has been so polarized and people are so passionate about how they feel about things that I don't think this was just some accident happening because of COVID. Now, you're talking about the increase in voter population, right? Right. And so I think it's a passion-inspired thing, not necessarily. I got more time on my hands. I think that because people do have this whole COVID threat over their heads that they were more likely to vote by mail, more states allowed it. So I think that was part of it. But I think more than anything, that people just responded out of passion more so than anything else. Do you think Donald Trump put a backfired item to cast doubt on the ability of the post office to deliver a ballot in time and maybe people got their ballots and dropped them off at the deposit boxes or they voted in person well before Election Day? Do you think that backfired on Donald Trump? I think it totally did. But then you guys know, I have felt that he was going to cheat electronically. So if he had his plan all set up, then suddenly everybody's voting by mail, he's like, oh no, that was his ace in the hole. Now, he sort of lost his ace in the hole. And I know I've sounded a little almost conspiracy theory and I don't want to sound like that. I don't want to sound like Trump because of that. But I think that's maybe part of what keeps people from talking about this. And I just want to make a couple of really quick points. There are a lot of articles out there by a lot of very reputable media sources, Reuters, Washington Monthly, NPR, Independent, NBC News. These are all starting in, you know, 2018, 2019, 2020. There's a really big one that I think everyone should watch. It's by NBC Nightly News and I was December 19, 2019 airing. And it's titled, Chinese Parts, Hidden Ownership, Growing Scrutiny. Well, where's all this scrutiny? What happened to it? This was 2019. We know for sure that Georgia is using election equipment from a company called Dominion. Dominion has been linked directly to an oligarch from Russia. Now, and I know that sounds kind of convoluted, but I really challenge people to look this up. And if there's going to be a challenge anywhere, I think it should be the Democrats challenging some of these Republican votes. If this is tied up in the courts, I guarantee you there'll be a spotlight on every state and their methodologies of counting the votes. So that might happen just by where we're at right now in the election cycle. Hey, we're starting to run out of time, so thank you very much, Cynthia. Jay, let me get your opinion on this. You know, Donald Trump did a lot of crazy, wacky things in the last week of the campaign stop. He, you know, he accused the doctors of gaining profit for switching death certificates from a natural death to a COVID death, and they're allegedly getting a $1,000 stipend for each one they changed. He accused Dr. Fauci of, you know, not knowing what he was doing. And he said that, you know, just wait till after the election, he'll probably be fired. He implied that at one of his campaign stops. He obviously during the entire time on the campaign trail, he ignored COVID, and most people in the audience didn't have a mask. He called for victory, victory before the voting day even started. He called for victory, and he certainly cast out on the electoral process of being fraudulent. Is there any one thing in your mind that came up that Donald Trump either did well for himself or shot his big toe off before election day? Well, you have an impressive list of things where I could say that he shot his toe off, but the big thing that he did is entertainment. He maintained his agenda. He controlled the news cycle every single day.  And the human condition, you know, all these people in the room all shouting praise for him. It really seals their votes, doesn't it? And anyone watching says, oh, that's a winner. So if there's one thing he did that was, you know, typically Trump, he had these ridiculous rallies. It wouldn't have affected me. I wouldn't have gone. None of us here. But but it did affect a lot of people who are undereducated and who are basically fools. Do you think that attributed to him getting the last eke out a lot of people? I think he made progress in the last week. I think he made progress in the last week. And Biden's message is vanilla. Let's get together on this. That's not exciting. And it doesn't it doesn't maintain the top of the news agenda. So I think Biden's campaign, you know, it's nice. It's credible. It's moral. It's ethical. It's it's decent. But a lot of the country doesn't care about that and the human condition. A lot of humanity doesn't care about that. That's why he won. That's why he won in 2016 when we didn't know him. But we saw that kind of apprentice talk show, rather not talk show, but reality show host. And that's why now when we do know him, we're still hypnotized by his reality show host. And so I think we have a nation that is, as I said before, unable to retain its democracy. And we're seeing that.  Who's going to do this work? And Stephanie, who's going to change the Electoral College? That's going to take a constitutional amendment. Do you really think any of you here really think that we're going to get a constitutional amendment that runs against the Republicans against? Well, that goes right now to the fact that it does not look like the Democrats are going to take the Senate. So we may be in gridlock, like we were with Barack Obama. We may have four years of complete gridlock again if Mitch McConnell takes his ball and goes home. Well, I would differ with you. I would say that the country cannot afford gridlock if it is to survive over the next four years. If the Senate and the House are in gridlock, it can't do initiatives, it can't get anything done, can't help people who are in COVID. If Trump is the president for the next four years, we are truly done. Even the optimists won't be able to find a way out of that as a nation. Hey, we got, Jay, we have one minute left. I would like to go around the panel and just say, what's in store for us for the next three days? What do you, what do you predict? Well, Jay, go ahead. For me? Yeah, Jay, go ahead. I'm on the fence as to whether he wins. He's on the fence as to whether Biden is on the fence as to whether he wins. And I am, I'm really petrified as to the result in either event. Okay. Thank you, Jay. Stephanie, what do you think happens in the next three days? Terrified. And for the future also, we need to attack the media. We need to start following these Hannity things and then call them out and have them questioned as to their veracity. I really think we're going to have to do something about those other, those other streams of influence on the public. Well, maybe they're disclaimers like they now do on Twitter and Facebook. Maybe they're disclaimers as they speak and there's a banner above the head and below the neck. Okay. Thank you. Yep. Hey, Winston, what do you think happens in the next three days? Scary, but hopefully things will clarify and we won't need to recount. Sadly, I saw that only 66% of mail-in ballots have been delivered in Philadelphia by election day. Same for Atlanta, 82%. Detroit, 79. Greensboro, 72%. We're talking like this is what Cynthia's talking about is this mass voter disenfranchisement. When the post office was ordered to deliver these things, that's the sort of thing that makes us all wonder. The courts are my biggest fear. If the Senate's controlling this, there may not be one confirmed justice for the next four years, even if Biden is elected president. So we have a lot of difficulty ahead. I want to remain optimistic and I think the council bear out, but if Donald Trump's elected, all bets are off and I'm... Well, I think it's going to go to Biden. I just do believe that. Thank you very much, Winston. Cynthia, you get the last word on this. What do you think is going to happen in the next three or four days? I think a lot of people are going to be having a lot of psychological PTSD type issues. And I think it is very, very important for everyone to take good care of themselves, come away from the television for a while, go for a walk, eat well, try to sleep well. It's going to be, and I hate to use a Trump phrase, but it's going to be what it is. And all the worry in the world isn't going to change that. And so I really want to see people taking care of themselves, not getting too caught up in all of that trauma and anxiety, because that's the stuff that's going to lead to violence in the streets, right? So that's the stuff that I'd like to see calm down and be to pay attention to. You know, I'm really glad to hear you say that. I'm going to personally take that advice to heart. I can't be watching these shows morning, noon, and night. I'm looking for a new renewal. And thank you very much on that bit of advice. It really is well spoken and we appreciate it very much. I'd like to thank our guests. We're out of time. I'd like to thank Jay Fidel, Winston Welch, Stephanie Dalton, and Cynthia Lees and Claire. We'll see you next week. And I'm pretty sure we'll know who the president officially is by next week. But until then, join us next week, Wednesday, 11 o'clock, Trump week. I'm Tim Appachella. Aloha.


Hey, Jeff Frick here with theCUBE. Welcome everybody. We're at the Stanford Graduate School of Business for the future of innovation event, a half day event, three or four panels, talking about some really big issues that are way beyond the technology and the social implications of a lot of things that are happening in terms of diversity, robots taking over the world, silicon angles all over the world and what's going to happen next. And I'm really happy to have Rob Siegelon who is the moderator of the panel and consistently took a positive tone every time things kind of went to the dark side in the sky net. He's a partner at Exceed Capital, a lecturer here at Stanford, but most importantly, the moderator of the event. So thanks for joining us, Rob. Great to be here, thank you for having me. So what did you think? It seemed like kind of every topic would kind of take this dichotomous, there's kind of the dark side and a positive side. What's your kind of takeaway? Well, I think our job at Stanford is to be pushing envelopes on business and thinking not just about how one makes money but the broader social implications of what's happening. And the three panels we had today touched on all of those issues. Silicon Valley is a leadership for innovation versus other spots in the world. Diversity in the workplace and of course the role of the gig economy and a variable workplace. Now you're in a great spot because as a VC you get to see a lot of new and innovative thinkers. Being here at the school, I think it's so great to have kind of one foot in academia with the young folks. I'm not that young, but the young folks coming up. What's your take in kind of the difference between the youngsters coming up through the school now and what you see kind of with more the, you shouldn't deal with too many old people.  You don't like old guys coming in. Well, that's not exactly true. Your experience can inform what happens. Andy Grove used to tell us at Intel that every generation thinks they've discovered sex and by definition that can't be true because it wouldn't be here as a species if that were the case. And so what you find is you get new technologies and new ways of doing business. However, they can be informed by things that we've learned in the past. I think with the students, what we see is a very broad global perspective. They understand that their businesses might start here in the valley, but very quickly will become national and global operations, and they want to make sure that they can be getting to scale with a speed and an energy that's required to have a real impact. Yeah, it's interesting on the diversity front because so many successful startups are founded by immigrants or first generation Americans, a completely disproportionate number to the population. Why do you think that is and what's kind of the takeaway from that? I think our country has been built by immigrants over the last several hundred years and people come here for a higher quality of life. They come here, they want to give their children the opportunity to live in freedom, to have economic comfort, and so I think that entrepreneurs when they often come from immigrant families because they're hungry, they may not have necessarily had the creature comforts that older generations have had, and so they see an opportunity where no one's getting in the way and no one's slowing them down. I think that's part of the magic of the valley. When we're teaching in front of the class, it's like teaching at the UN, accents, names that from all over the world, you see it from North America, South America, Europe, Asia. It is pretty magical when you see the blending of people and they bring that global perspective into everything they do when they're here for two years. Yeah, it's really funny kind of in the political scene right now, which is so much civil discord and I think we've, it's really unfortunate as a society, it's really hard to have a discussion and a disagreement and keep it civil and keep it logical before people start going bananas and the American dream is dead, blah, blah, blah. But you can see in these people that have come here that maybe it's not the best system, maybe sure we have bugs and warts and this and that, but they're the ones that see that that dream is still alive and come to places like Stanford and Silicon Valley to actually execute on it and many times do. But if you want to have a good day, hang out with me. Whether I'm here at Stanford and you see the students who have so much energy for the impact they're going to have on the world, be it in business or in nonprofits, an entrepreneur who comes in with an idea that he or she thinks is really going to have a big impact on the universe, everybody brings that positive attitude. If you look at the history of our country over the last 250 years, the post World War II period was actually kind of an anomaly where you were able to get things done politically and there's the apocryphal story of Reagan and Tip O'Neill having a cocktail on a Friday afternoon, but yet in the history of our country, if you go back to the times at Alexander Hamilton, politics has never been back. Politics used to be and always has been very aggressive. And so I think what we're seeing now is just perhaps a reversion to the mean of what politics has been in our country, but we've now got social media to amplify it in ways that it wasn't amplified before. Every single thing, right?  But were there any surprises that came out in the panels that either you didn't expect or kind of reinforced something that's, you know, kind of in the back of your head that you weren't necessarily looking for or maybe in the Q and A? That was a surprise today. I don't know if I was surprised by anything, but I felt comforted knowing that we saw a great blend of academic foundations and practical use of the ideas, be it, you know, how the labor force is changing. We had one panel that was very much driven by economists and a very academic perspective on things, but then able to then talk about what are issues of displacement of a labor force and how does that impact the everyday individual? And that kind of conversation could be generated within this context. I was also very pleased to see the engagement from the people in the audience that they were very interested in the topics as well, so it made me feel good that the classes we're teaching, the research that we're doing is relevant outside of this academic environment.   You know, I spent some time in Philly, at Penn, great school, but people don't stay in the way that when they come here, they stay. You know, they plant roots, and it's so powerful that Stanford does pull in the surrounding areas, they pull in the neighborhoods, and they've got things like the football game, which is a real community event that is such a driver of the magic of this place. Stanford is a university is, again, one of those moments in time where we've had successful alumni, we've got great researchers and spectacular students, and it becomes a positive reinforcing circle where people come and want to stay. And it doesn't hurt that the weather's like this. There's not a cloud in the sky anywhere. But the people that you get to talk to, there is a diversity of opinions and background socioeconomic that makes it a very vibrant opportunity to be here. And if you like that, if you like being challenged, you like the fact that it's difficult because it's hard to kind of get things going, there's no place like it. And broader in the Bay Area, you've got the University of California at Berkeley, on the other side of the Bay, UCSF in San Francisco, San Jose State, Santa Clara, you really get a real magnet for a lot of young energetic people who come here and then want to stay here because they enjoy their experiences that they have. Right. All right, I'm going to put you on the spot before I let you go. You get to sit and let's do a lot of entrepreneurs. What are you seeing from the venture side? What things are kind of coming through the door or anything new? Is there something that we don't necessarily think about beyond AI and ML and AR and VR? What are some of the things you guys are seeing some themes? So I think if we're talking about it in the press, it's already too late. And the role of a venture capitalist is to be on the tip of the curve, but more importantly, following the entrepreneurs who are on the tip of a curve. So we're at a platform change. What's happened with mobile, what's happened with enterprise software, big, big changes and we're going to continue to see big changes, but we're actually getting that transition out. We're at the end of a boom and bust cycle here in the valley and that means the new boom is going to be starting soon. And the good news is no one knows what's coming. And that's like hitting the reset button for all of us. So I'm excited because now I know that everything that I might have dismissed before I should be paying attention to because we're about to have a new world order. Now I don't know if that's going to happen in one year or three years or five years, but I know it's coming. And there's a Schumpterian creative destruction of Silicon Valley, and we're going through it again right now. I can't wait for the next one. It's amazing. You know, people talk about it. Will there be other Silicon Valley's, but having been here for over 30 years and just to see wave after wave after wave of new thing is just fascinating. And then the one that's in the press is right around the corner. I don't even know when you're talking about. We'll have to check in in five years and see how it all worked out. It's a pretty amazing thing whether it was started with semiconductors and then personal computers and then Web 1.0 and then social media. Then now new sorts of platforms, the sharing economy. It just keeps happening over and over again. I can't wait for the next one. What those pesky guys in Seattle got the cloud thing. So we'll have to, we'll let them out of the cloud because it's cloudy in Seattle. So that really makes sense. All right, Ravel. Thanks for taking a few minutes of your time and really great job on the panel today. Thank you very much. Thanks for having me. To have to manage all those big egos on both sides and on the panels and in the audience. So, he's Rob C. Lump Jefferyk. Thank you for watching The Keyword, the Stanford Graduate School of Business. Thanks for watching. We'll catch you next time.