Hello everyone, and welcome to episode 17 of the Cube Pod. I'm John Furrier with Dave Vellante. We're breaking down the stories of the week. We've been traveling, it's Cube Month Day. We had a lot of events that just flew in from New York. You were in Vegas, came in on the red eye. I mean, look at so much going on in tech. This is our weekly podcast where we break down what we're covering, in the news at large, that we think is interesting, stuff we were looking at, and that our audience is interested in, but also enterprise tech as well. HPE had their event, MongoDB had their event in New York City, I saw all the analysts. We saw the Wall Street analysts. Zuck and Elon want to do a cage match. Cyber security and super cloud news is out there. AWS announced $100 million innovation fund for AI. HPE's got traction, Amazon on stage with HPE. Mongo stock popped huge. They got this developer data platform, wrote a post about that, that went viral. They have a position that looks like it's unique and looks like they got a really strong presence, and I just read all the Wall Street analysts there are bullish on this stock. They think it's going to be a $5 billion revenue number in five years. They're at like one point and changing that 1.6 or something. And then Intel made a fab deal, FTC going after AWS. I know this is going to be your rank as you telegraphed it on Twitter. It is such a bogus thing. The cloud wars continues. Google's making moves, okay? And you've got some real traction going on in super cloud and the whole multi-cloud fabric thing I want to get into. I learned a lot at HPE Discover and I learned a lot in New York City with MongoDB because you have the tail of developers and you have the tail of the large big enterprise with HPE and Mongo. They own the developer market and their document database is perfectly poised for AI.  We've got Snowflake and Databricks and a slew of interviews. I think we're going to be talking to at least a hundred companies in the next week.  It's just been an incredible week. I obviously wasn't at MongoDB.local because I was at HPE Discover and you were there but I was watching a ton of the coverage this morning. I got in like, I think I landed at five o'clock so I got in really early. And I really liked the Atlas vector search. I just wrote a post while I was waiting for you I'm in here. That Atlas vector search is really interesting because it's an alternative to having a separate standalone vector database. And obviously it's something that is going to be interesting for generative AI. And then they surprised a lot of people with stream processing for Atlas. I thought that was kind of cool. And they made the general availability of the relational migrator. I remember a couple of years ago, maybe it was last year, two years ago. Oracle did a MongoDB sort of compatibility mode and this is sort of the reverse of that. We can take the relational data in. So you're seeing Mongo just extend the different data types and that's what platforms do. I think I- It's all my thunder, Dave. I was going to write a post but I guess I had to get off that plane. Yeah. Sorry. By the way, you nailed the post on your conclusion. You pretty much nailed what I just went through. I just read eight of the Wall Street houses that had comments. A couple of people didn't publish anything today but major bullish sentiment on MongoDB. And again, category creation opportunity for them. Clear headroom in the TAM of a database market that they only have 2% of and the database market's changing and growing. So as you have a huge TAM in databases and a changing market in how the developers are setting the agenda for buying decisions. So you have the dorm room into the boardroom and I heard some other analysts quote in my boardroom comment. It was great to see yesterday. I think Daniel Newman was brought that up as well. That's the theme. They own the dorm room hackathons and they now go into the boardroom where executives are writing checks. So they're targeting, as Maribel Lopez points out, the check writers, okay? That's the buyers. MongoDB doesn't usually sell to that market, Dave. They're targeting as well. So you're seeing again, the developer first, we've been talking about this dynamic in the open source community for years. That's playing out. We talked about this in the SuperCloud One event we had in San Francisco. And we were right again and our research and our analysis was right early and often on this topic, you know, we've been in open source from day one and it's just continues to surprise and delight in terms of what's happening in the marketplace again. Developers and software is killing it. I think we might have talked about this last week. Essentially what Mongo did is they pulled forward like by a year, it's numbers and it's expectations. So of course, Wall Street salivating and this thing was a screaming buy before they announced.   And so Mongo was, you know, they're getting it done. I mean, the event looked great, looked intimate, smaller than last year. Last year was actually pretty big, but I thought they got a lot of content out in one day. Yeah, they totally did. I talked to the CTO and what really is happening is that even Mongo's kind of scratching themselves going, wow, pinch me moment. Because, you know, their whole business is about developers and they got lightning in a bottle as a commercial entity and you love the term operating leverage. You use that all the time when you're breaking analysis. They have operating leverage in their model because they have a platform now and they have the developers. So they're growing with their developers because what's happening is anyone can use MongoDB. Again, it's open source, okay? And so you can grab it, you can use it. So it is the dorm room and then now you get to the board room dynamic which is the companies are making a decision to stay with Mongo as a platform. So having these new native services built in, like streaming, like Vector Search, by the way, there's other solutions out there with Vector Search and streaming, Confluent, Kafka and other open source, Vector Davis like Milvus which we use and others, Weave.io, I think it was one another one. Pinecone. So yeah, Pinecone and so what you're having is that you can snap things together where you can build them natively, right? So this is kind of a nuanced tech talk point but the winners are building things natively into a platform, okay? And that's where you start to see the big breakout stock. So if I'm a stock buyer, I'm an investor, I'm looking for two things, the platform, mindset where it's native services and primitives and data, okay? You can't get better data than developers having their code and everything comes together. You get observability goes into place, you got container security falls into place, software supply chain and then document database is actually perfectly positioned because you think of a document, I think of like a word doc or a Google doc, it's text, right? And so it's unstructured data. So NoSQL actually has a nice win into creating new kinds of insights that have never been garnered before. Okay, that's where the killer apps are. So that means the applications are going to sing cool things from that because then the apps could take advantage of that data, get those new insights, whether it's some operational insight or some insight for a user, their customer. So again, this is net new, Dave. You know, AI's been around for a while, you know, I heard that rant before, right? But yeah, it has, but not this kind of way. So look at the people with the data, we talked about this last week, if you got the data, you are in the driver's seat. Now you got to have the developers. So developers, developer market, data market are going to explode, and then everything else is going to be about efficiency and transit, latency, performance, availability, distributed failover. I mean, it's going to be, I think in science, so I think Mongo is a tell sign to me of what's going to come in at reinvent. It's going to be very interesting what AWS does, Dave, at reinvent because last year they were kind of scratching the surface of the top of the stack and Adam Sileski had a great vision that he actually brought up LLMs and went on one with him. So he actually is on point on this. Amazon is not behind on this at all. But it's going to be interesting how their posture is at reinvent. Well, did you see him on Bloomberg this week? Did you watch that interview? No, I did not. I saw the announcement, we covered on SiliconANGLE, a hundred million dollar innovation fund. But yeah, but so he came on Bloomberg and they were pressing them basically saying, hey, well, you guys are behind, right? And he said, well, no, we've been doing LLMs for a million.  And so it's not like they weren't signaling even back then. I'll say this though, I got a glimpse at the latest ETR data for July. The July surveys in the field is like 1300 responses already. They'll probably get up to 17 or 1800. Open AI, like shot to the top, it's unbelievable in that whole space. So you have the big three cloud providers, Microsoft, they're always, you know, up and to the right. AWS, this is, we're talking about the ML AI space. And then Google, of course, is there. They're all above the 40% highly elevated spending momentum line. And then Databricks is up there as well. The chat GPT or open AI rather just rocketed to the top of the momentum, almost as pervasive already as Microsoft. And I did see John, Amazon's still prominent, but they did move a little bit to the left, meaning they weren't cited as much as a percentage of the overall survey. And it's probably a function of open AI just rocketing to the top. Now, I think that's going to be, you know, short-lived. I think open AI is getting all the attention and Microsoft right now, but I think Amazon strategy is a winning strategy. Oh, of course. And I don't know what you need to finish. I like where you went there because this is what our research is showing. And my research in particular in the field comes out this way. And this has not been reported yet. So it's kind of original content. So the team should write this up as a key point. The reason why Amazon's getting bashed right now is because their business model is to stand up and run apps, okay? So they're infrastructure and that's always been great. I as pass their services like bedrock are emerging. So that's just packaging what they've already had. So they announced that. Again, I had an exclusive with Matt Garmin a couple of weeks ago. My story is about to hit on his view of Amazon. Here's where things are landing. Hugging face, open AI, data bricks, Snowflake, MongoDB, the big data titans now.  Snowflake, data bricks and Mongo. They're now the big three titans in my opinion. And then you got the infrastructure. And the cloud guys. So you keep right the cloud guys. Where the market is right now is, is that certainly it's hype.  Actually, we mentioned them in our podcast last week. So we kind of were early on that. But on this whole Amazon doing well or not, it's, they're waiting for the storm to come, the big surge. Cause what's all the actions with open AI and the developer side right now. Cause all the, all the work's being done is, how do I build? So developers are trying to figure out what are apps looking like? How do I code them? And Jason Horowitz had an architecture stack that came out and my drone has the same thing. It's changing rapidly, Dave. The workflows and the pipelining of how developers are building big data. Now AI apps is changing every single day. So until that settles, there's no market yet for the scaling up side. So we saw this movie before, and let me give you an example. In the early cloud days, okay, the target developer was the person who would have to provision a data center, an entrepreneur, buy a machine, put it on the network, right? Dave, that's the, and then Amazon came around, swept the credit card. Okay, you remember those days? Of course. It was basic stuff, EC2, S3 and Q. Now I'm over simple, it was good stuff, but it was not a lot of complex stuff. So it was good enough to run my app versus the alternative of buying a server, go into a data center. And so the dynamic of cloud computing started with basic building blocks that targeted the developer alternative cost and pain. Boom, cloud's born. The exact same things happening in AI right now. All the actors on the developer of apps and AI and data, which combines analytic tools, old school data people, new school data people like Mongo and the developers, they're all trying to figure out how to do that, do it.  You know what I'm saying? So that's where it's at, Dave, and it's clear. And I think Amazon's in a great position as people roll into town looking for picks and shovels, you know, that's going to hit them. So I am not concerned about Amazon Azure and Google not being, quote, ready booking massive revenue. Hype something, it's open AI for sure, but the developers, and that's why Mongo's doing so well. They hit the developer, Gold Rush. I think, I mean, you're right on developers. Did you see that, and recent put on a post this week on, it's called the emerging architectures for LLM applications that's going all over Twitter. And right in there, it basically laid out the emerging LLM stack. And it's developer, developers are going to be all over this.  It's not that simple. Okay, and so it is all about the developers. The other thing that was really interesting about that when you look in there, first of all, Databricks is all over the place. They're everywhere in that stack. So it was open AI though, and ChatGPT as an orchestrator. You can actually use, people are using ChatGPT as the orchestrator and feeding the prompts in so they can do really get better data, use few shot versus no shot prompts. In other words, prompting the model. Many LLMs today use no prompts. Okay, so it's sort of just guessing if you can use ChatGPT to actually create prompts and give it a few shot. And the other thing is the importance of GPT-4 is really a big deal.  So but you see the public cloud guys are all over that. And you're also seeing guys like Huggingface all over that stack. You didn't see a lot of Snowflake, a little bit of Streamlit, but not a lot of Snowflake. Okay, Databricks is all over that as any scales on there too, by the way. Oh, both portfolio companies of Andreessen and Horowitz. Of course, they're pimping their companies. I know that, but it's obviously, it's not a leadership slide. It's just a stack slide. And so they represent their companies in there appropriately.  They missed the Linux foundations to work in there. So again, this was a post by Andreessen and Horowitz. Wasn't far from the definitive answer, but it is actually- Well, but they even said that. They said, look, this is not a definitive, but it was, I mean, I've seen other ones, but I thought this one was a little bit more comprehensive. Oh, it was. The other ones that I've seen. It's just not, you can't just say because Databricks was mentioned multiple times. I'm just saying, of course.  We'll govern them next week, but- No, my point is that Databricks is in different parts of the stack. It's not just in one place. Like Streamlit was there for app hosting, but Databricks is in multiple layers of that stack. And I think it's worth noting. I mean, I think next week you're gonna see, first of all, I think next week you're gonna see Databricks put forth a really strong story, but I also think Snowflake is as well. I think you're gonna see Snowflake, just like you saw with Mongo, I think it's gonna be even more dramatic with Snowflake where they're gonna expand the number or the types of workloads and data types that they can extend to. They're gonna stretch their fabric, if you will. They're mesh out to many more data types. And so they're really, Snowflake's really not in that conversation in a big way. Like you said, it's the Andres and Mafia. Okay, fine, but I think next week you're gonna see Snowflake make some serious moves, really attracting data application builders. They're gonna be all over that. They wanna be number one in data apps. And we just wrote the Uber post last week, George and I, you saw that, it went friggin nuts, it went viral, it was all over the place. And it got a lot of really good traction. And it basically, I think lays out the future of data apps, except not everybody's Uber, right? Not everybody has guys like Uday and a fricking team of a thousand people that can do this stuff. So that's where the future is, is being able to build these horizontal data apps and it's gonna take a while, because it's complicated. Yeah, I mean, I agree. And again, not everyone is Uber. And if you look at the numbers and you look at the research that we've done, okay? Specifically, the reporting that we've done on Mongo. Okay, if you look at Mongo, and I posted this in my post, not everyone's Uber, and that's the opportunity. That's a feature, not a bug. So managed services have been dominating. You look at Mongo's numbers pre Atlas as a managed service, it was nothing, okay? They surged on the managed services revenue. That is how people are getting in the game right now as a managed service. And all the smart money right now is looking at these VCs saying, you got to be in managed service in here and you got to have an open source implementation. So I think you're gonna see some refactoring of these pivots or pivots and refactoring going on with startups. And the big companies also have the ability to pivot. Again, agility in this new world is not just for startups and small companies. Big companies can pivot too. And I think Amazon did that with packaging their AI stuff to be the infrastructure for the developers as they get rolling into town with their apps. So, the only issue I have a concern around the data definition of data apps is not so much the direction of it. It's more of how it plays out. I'll give you an example. If you look at the database market right now, you look at like we just came to HPE and Mongo were gonna be at Databricks and Snowflake next week. Those are the big data titans, those three at least. And then you got big HPE and got Amazon out there. The big trend is you got two markets. You got the old school database people, the analytics, they think differently. They're critical, they get old school thinking. And then you got the new school data analysts and the data people. They're much more like iterate fast, move fast, try this, pull back, horizontal layer, no problem, I love doing that. Let's get vertical and get some domain data in there. They're looking at data architects really like a cloud architect. Not a data architect, they're thinking of it like a cloud architect. So, you're starting to see maybe a cultural shift in the data industry, Dave. I'm an analytics person, where's my dashboard? Well, in the future model, data will be invisible and it'll be operational, it'll be historical, all working together with developers. So, you start to see the signs of, hey, you're around the old days.  Yeah, they look at it from that lens. So again, the lens you look through defines what you're staring at in the data business. And I think that's something to take pause in and I think that's going to impact what enterprises do. Because, oh yeah, this is the way we've only done it. Well, not really. The developers are going to start getting in charge and as an idea of developer first, could change a lot of those workflows, those cultural dynamics, the culture of building and the culture of how to store and manage data. So, I'm looking at that very closely this week. I'm going to look at some of the signals and put the AI washing aside, look at who's the persona that they're targeting? Who's the customer? You just laid out like 15 topics. I want to pick on one that you mentioned about five minutes ago, which was your point about managed services is so important. And remember when Databricks first came out and Spark sort of first hit the market? Everybody thought, like their pattern match, they said, oh, Databricks is going to do what Cloudera did. And they didn't. They said, no, we're going to do managed service in the cloud. They did exactly the opposite, really, of what Cloudera did. And that put them on a really successful track. And again, you can't help but be impressed with what Databricks is doing. I can't be at the conference next week. You're going to be out there. I'm excited about that. You're broadcasting there as well. We're going to be at the, you're going to be at the international? We're going to be at Moscone. We're going to be broadcasting. theCUBE is doing an appearance for an hour and a half each day, Wednesday and Thursday in the Lakehouse Studio. It's called the Live at the Lakehouse because they have to have the Lakehouse product. So do you also have a room at the intercontinental or am I mistaken about that? Yeah, we have a room at the press room in Moscone, not the press event. They're doing a press event Tuesday for press and analysts that's the thing that's off the record or pre-brief. And you can broadcast there too? Or are you just broadcasting in the Lakehouse? I could, I don't think we're going to bring cameras. I want to focus on the content and get the interviews and start winding people up for camera. But yeah, we're video first and the continental is tight. Dave, you know how tight it is, it's always there and then they get the ballroom. So it's tight. It would be a run and gun and a lot of logistics. So we're going to pass on that for now. We've got plenty of content going to, believe me, Rob Stretcher and I are going to be in the Lakehouse and we're also going to pop in to the press room, Gabe on our team is leading that effort and it's going to be, you know, all gravy, you know, the Lakehouse is primary and gravy is going to be in the press room. We get interviews, people. So we're going to get other analysts on. So Sanjeev Mohan, okay. And Mirabelle Lopez at the MalgoDB event. No, Sanjeev is going to be there for sure. Doug Henshin from Constellation is going to be there. So there'll be a lot of... They're going to be at Snowflake too. They're going to bounce. They're going to bounce from one to the other. That's the, they were all pitching in a moment, all the, I'm not, this is getting inside baseball now. The industry analysts, they go, all the events, they get, they come in, they get wind and dine and they get briefed and they're all pissed off because they have to flat out both events. And so they, they sneak out of one to go to the other because they don't look like they're favoring one and the other, but they don't do a good job because they can't get the coverage. But this is, this is why I think it's interesting to see the vendors and Databricks. It's kind of a sub-subplot story, the overall big whales fighting it out. But Databricks counter-programming directly head-to-head against Snowflake, forcing people to make a decision. That's interesting. And you're going to see the people to make a decision and play it down the middle. Now good news, you and I are both data analysts. So we're going to be at both. You can cover Snowflake, I'll cover Databricks. And we'll meet after and roll out probably what, 100 videos? Yeah, we will. And what I want to do, I mean, we've been on this, I mean, almost we've been on big data since, you know, 2010 that we're the Q, one of the domains it started in. What I want to do, and we've been leading up to, I mean, it's post Snowflake and Databricks last year. We crushed it, I think post AWS re-invent and then leading up to Snowflake and Databricks this year, we've been really hitting hard. Starting with March or the Databricks post, we did a Snowflake post, we did the Uber post, we're going to unpack what we do next week. And then, what I'd love to do, John, is have like a little future of data, like take everything we learned this past year and take a checkpoint, like in July checkpoint and say, okay, where are we? And what does the future of data apps look like? And then let's come up with, you know, sort of our model for that. I mean, we've basically got the framework there and let's run these companies through that framework and try to project how it's going to shape. Let's do it. That sounds like a research product right there. I'm so glad we got so much research, Dave. So much research. It's unbelievable, John. Yeah. You know, it's weird. It just came up at Snowflake, came up at HP and also came up at Amazon Reinforce and it came up at MongoDB, the role of the analyst. And because we're so different, the cube with Silicon Angle and Wikibon, we're open source. And I think people are now starting to get this, but they're still banging their head against, well, give it your press, give it your analyst. Like, no, John's an analyst. Some people think I'm an analyst. Some people think you're a reporter and vice versa. And we're all analysts. We all getting the data. That's our job. We are with the cube is, the cube is the data gatherer, all these interviews. Well, you know that site. And we report and we analyze it, but it's all open. It's free. And so people go, we are like, I don't get it. You're not charging. We make money on sponsorships. And, you know, the smart analyst relations teams are getting it. They go, I get it. You're better. You're better and faster and more on point. So this open source content model is going to be booming. I'm going to predict that that's going to be copied by pretty much everyone in the next couple of years. You know that site, AR Insights, which I didn't really know what they were. I mean, it's every now and then you'd see them. I never knew what it was. Well, I looked at their algorithm. Basically, they have a waiting system and they count blogs as 10%. They count research as 60% weight. So I reached out to them and they're like, we publish every week like detailed research. They're like, oh, you know us. So I showed them what a breaking analysis looks like. They go, yeah, yeah, this is research. So we're going to, we're going to recategorize your, your, your blogs. Shoot to number one. And then all of a sudden it's like, I cracked the top 50. I'm like, okay, well, we got to get a, we got to get a, we got to get them to go back in time and count those too. So yeah, I'll be number one. I was advising a CMO the other day about social media and how we're, the digital media model we're doing. And, you know, it's interesting. There's so much change going on in the industry. Even our own industry's impacted the public relations departments and analyst relations departments. They're affected by the new model because an influence is now out there that have such domain expertise, but they're not an analyst or they're people like me that's reporting but free. It doesn't look like an analyst on paper, but moving the market with the analyst kind of picture. So they want to put you in a bucket. But the problem is that analysts get the data and the press people give stories. So for us, we're story centric. We want more stories. So we don't really want to take sides. We want the stories from the public relations team and we want the analyst places data and access to the executives. And it's always been this world of separation. Okay. And I think that's, that's the wrong approach. I think, you know, you start to see unification on platforms. We talk about that with data. The same is happening inside companies where CMOs are merging analyst relations and public relations under one umbrella and letting that leader make these calls on getting the stories to the storytellers that happen to be analysts. So analysts don't do what we do, right? So like we're like the black sheep right now. Well, you know, the inside baseball on this and you know this well is that when you have AR, a lot of companies, AR and PR and they're just two stovepipes. And if you're a journalist, you're an AR and if you're an analyst, you're in PR but they don't know what to do with guys like us and others, but as you know, that 70% of the AR team's time is spent trying to get in the upper right of the magic quadrant, right? They spend all the time with Gartner and the other 30% of that, they spend half their time dealing with IDC numbers because they gotta show the numbers and IDC does a good job there. A little bit of Forrester or maybe some of the other, you know, tier two firms. And then everybody else is left fighting for that 15%. So the way you have to participate in that is you have to do more than just conventional research. If you're trying to just copy Gartner and do your own version of a magic quadrant or a Forrester wave or IDC market scape you can do that, but you're not gonna get their attention. You have to get their attention in other ways. And the way you do that is through social media, you do videos and the like.   It's worse than that too when you add in the event teams. And the other thing that's going on, that's the negative trend. I'm seeing some companies revert to this is the events have lost their focus. They become money-making profit centers. And the goal of an event is about the content and the people who drive the content. That's the comms team, the analysts, and the executives who put the content together to communicate to their customers on what their value is. It's a developer conference, it's a user conference, it's a customer conference. The goal is to get the product of content into the people who show up, which are customers to help the business move forward, not to make money. And so you're seeing event teams like get so focused on monetization that they're actually taking their eye off the ball and screwing their own customers over and partners. So that's another one. And I've seen events where PR people are completely blocked by the events team.  And you see, so when you start to see that trend, you know the wheels are going to come off the bus with those companies. That's a tell sign of post COVID desperation around money making around events. And events were never totally to be a profit center and they'd become them for the big companies. You know, VMware, AWS, IBM, Google, they make money from their events. And if they take that over and make them too profligate at the expense of the customer, then that's not the purpose of the event. The best events started for the practitioners, for the practitioners and by the practitioners. When you think about the original VM worlds, remember those? And it was just all the VMware geeks would get together and they'd share best practice. EMC world was the same way. Service now, the early service now is the first one was actually down in San Diego.  And then it grows, they grow, they grow, they grow. And you're right, people start making money at these things and the objective of the event shifts. You know, still there's some events, even reinvent, when you think about reinvent John, the original reinvents were, it was really very developer centric. It was a learning conference. It was learning conference. It's kind of become an ecosystem event, which is good in a way, because the ecosystem is so vibrant, but it's sort of lost that core in a way, because it's like the Yogi bearer, nobody goes anymore, it's too crowded. Yeah, or if they don't take care of their customers who are the main players that go to the event to learn and to do business or partners who are jointly partnering with Amazon, it's about the content and the experience, not a gouging situation, right? So, you know, this is where I think events are going to go. And again, this is more of a microcosm of how structural things are changing with cloud and data. Again, media is just like another application, right? So, and we, and that's our little lens here. But speaking of services, by the way, Dave, you mentioned as a service managed service, HPE Discover was very illuminating. Antonio Neary made a bet six years ago, everything as a service. Everyone was laughing at him, not laughing, like metaphorically speaking, they were kind of like, ah, come on, really? We even were somewhat critical, although we thought I had legs, but we didn't think he could pull it off, at least I didn't think, I had to eat my words on that, but HPE definitely succeeded. He never wavered, okay? And the momentum they have is amazing. Amazon, Matt Wood was on stage, AWS, Matt Wood, senior person, was on stage at Antonio Neary. That to me was a very tell sign that HPE has made a good move here. They're partnering with the public cloud to operationalize hybrid cloud as a service. And, you know, you can throw darts at the product evolution, because it's still early days, they're making some moves and they're getting better and better, but directionally, this is a moneymaker. Yeah, so I think- The company's behind it. I mean, this is like amazing. This is- I think that last thing you said is key, the company's behind it because Antonio Neary had to get- And I've talked to him about this, many people have. You know, you have product groups and they want to optimize for the product group and optimize either because they got P&Ls and they got objectives to hit, but doing what's best for that individual P&L might not be what's best for the overall company. So Antonio has had to like get people in a little bit of a headlock and the key has been Aruba. That acquisition, we talked about this on the cube the other day, I said it's a home run, you said, no, Dave, it's like a double grand slam. So they use Aruba Central for- You say grand slam, I said multiple times. Yeah, you say, right, I mean, it was pretty amazing. So, but they use Aruba Central for the console, for Green Lake. They're bringing Aruba IP into the storage business, which I've always said has got to be more profitable. They put Tom Black in charge of the storage business who's an Aruba guy, great guy actually is really interesting getting to know him a little bit. You know, he used to work for Jay Shree. I had dinner with him down in Houston in April and he was telling me, I said, oh, he used to work for Arista. I said, Jay Shree is like a business hero of mine. I love Jay Shree, wow, she's amazing. And he goes, I used to meet at her house every Friday. They would go over, I think he said every Friday and they would, all the engineers would meet and they'd geek out and have a few beers or whatever. And yeah, so he's got that DNA. But it's interesting to see the networking DNA, John. We saw this at Cisco as well with Jonathan Davidson bringing together the cloud platform at Cisco and networking and security coming together. You know, we heard that from HPE Phil Matrim this week. We're going to be talking about that at SuperCloud 3 in July. So yeah, and then the other big news that HPE discovered was LLMs as a service. We just had Rob Streche and Andy Turai in here. We were unpacking that. I think there was a little skepticism there, but I like the play.  He's saying, I'm not putting my supercomputing IP in the cloud, in the public cloud. I'm going to build my own cloud. I'm going to take a shot. I like that, I like that differentiable strategy. It's a little Oracle-like. Unfortunately, they don't have the software stack and the application stack that Oracle and the database that Oracle has. But for an infrastructure company, they've got to do things to differentiate because unlike Dell, they can't just go volume and just have mega supply chain, right? They've got to have- Just on that point, I talked to, in Mongo I learned, I learned from a source. I won't say their name, but according to sources, there's a development of long tail of power law developing a long tail of clouds. There's now 19 clouds outside the big three emerging.  It was a big deal. And I had Google, I had AWS, Google and Microsoft all on theCUBE this week at MongoDB. That's a first, okay, at an event. Okay, Steve Orban, former of AWS, now runs Google migrations. And we had someone from Microsoft on all three hyperscalers. But I learned that there's 19 other clouds. So specialty clouds are emerging. These are super clouds, Dave. This is what we're talking about. And they're super clouds on a standalone category basis, as well as specialty cloud. Well, let's take, let's give some examples. I mean, there's, you've got another hyperscaler in Alibaba, okay, fine, put that China cloud. Oracle's got a legit cloud. And it's kind of the database cloud. You know, IBM is the remnants of IBM. They get like the financial cloud, but to your point, Mongo is building out sort of a super cloud like capability that Snowflake clearly is doing so. You've got the security companies, like a Zscaler. All the S&A. Or, yep, yep, absolutely. And so, and of course, the SaaS players now, are they building their own clouds? I'm not sure. I talk to an insurance company because Mongo does really well insurance companies. You get the travels out there and some other folks who also worked at companies like that were also around. There's kind of a little huddle there. It was kind of like a bunch of about 10 people I was hanging out with, and I asked the question. If you become big in the vertical, don't you think you can service the other, other providers that aren't as good? They're like, absolutely, they talk about that. They actually have conversations that say, if we build on top of AWS, for instance, and become an amazing with MongoDB in insurance, they can then become a service provider to the people who don't make those investments. And the investment isn't in CapEx. It's in OpEx. It's in operating expenses and building that data layer. Okay, because as they get bigger, they get more data, they're driving the value. They see themselves as being a service provider, not as the cloud for all insurance companies, but as it's become a specialty cloud. And we talked about that two reinvents ago, and it's playing out now in AI where it's you have the data, you win. And that's where I think we're starting to see some visibility into the functionality and now the unit economics are starting to roll in. Well, to your point, so Antonio, when I was interviewing him on theCUBE this week, he said, I'd like to think that we're going to be the fourth cloud. And I said, well, of course, Larry Ellis has got something to say to that. But to your point, he basically wants to be the supercomputing cloud. And we were just sort of debating this today, whether their strategy, HPE strategy as merit, I'm sort of more positive on it. I think Andy and Rob were a little bit negative, but for the reasons that you just mentioned, because the data they're saying is, and I agree is all in the cloud, but I'm okay if there's a niche that can be profitable, because the supercomputer data, HPE obviously has access to that. And they could tuck in and get a little niche going there and make money. This is where the big three could compete with each other. I'll give you an example. I should do a post on this or a report, but the power law then a long tail, you remember during the record industry when they started losing, it was like only three providers, it was like a big long straight down there and a long tail in the power line, like straight down, almost a cliff, only a few people at the top. Now you're going to start to see that curve pull out. You're going to start to see the neck and torso develop in that head, neck, torso and tail versus straight down, no neck, no torso, and then just the tail. You saw that in the record industry and then in comes Apple and they blew that up and Spotify and Napster, right? So that the music industry was basically anemic. They had no neck, no tail, only tail, right? Evergreen. So I think in the cloud business, if you start to see these specialty clouds come in, Amazon, if Amazon doesn't go after it, Google will. If I was advising them, they'd be like, I would be watching that space because that's what I think Amazon's actually doing is they're creating this second tier or neck and torso in the power law that's under the hyperscalers functionality and scale, but big enough to be a provider of something. And that's where I think data is going to come in. That's why managed services are so popular because that piece is developing. We'll see. We're watching it. We're starting to see the signs of it, but have not seen anyone pop out of that yet. And I think the Andrew Easton thing pointed at that. Yeah. And I want to. Hugging face. In another good VC post going back to just before we came up with SuperCloud was Jerry Chen's castles in the cloud. And he used the term sub-cloud and that's kind of what you're talking about here as well. We thought super because of above, super Latin for super, Latin for above, not the superlative of super, but there's all these other clouds forming, whether they're sub-clouds or super-clouds or both actually, I think it's a real trend that we identified a couple of years ago actually. And then again, SuperCloud was kind of inspired by Jerry's post. We really started thinking about it. And then of course Fitzy and we had some fun with it. So let's change the subject to, I want to save time for the rant section on Amazon getting sued by the Alina Khan. Intel's in the news, Dave, okay? Just did an announcement to plan 25 billion in Israeli chip manufacturing plan. Some say it's 10 billion on the surface, but up to 25 billion. Two chip fabs in Germany is part of an expanded, you know, Euro, 30 billion Euro investment, okay? Then you got, they sold, or they sold 20% stake in the chip manufacturing technology supply that they had. They got four billion in sales of that. And then the stock dropped, okay? So, you know, you've written, you've talked about it with David Floyer and many other analysts in our team about rebuilding Intel, Foundry versus IDM, Decades of Inefficiencies Unraveled as opposed we did. I think that was something that you guys did a while back. Yeah, so what's the strategy, do you like their moves?   Pat is doing everything possible.  And so, I think, go back before he made his big announcement that they're sticking with integrated manufacturing but they're also going to make another run at Foundry. What he could have done at that time is said, and he could have said, we're going to spin out Foundry as a separate company and we're going to get that CapEx weight off our shoulders and we're just going to focus on design and we're going to outsource our manufacturing to Intel to help them get going with Foundry and we're going to outsource the TSM and Samsung, et cetera. Rather than do that, he said, no, we're going to go, we're going to stay with the vertically integrated approach but we're going to manufacture other people's designs and that's been, you know, slowly get off the ground and the problem is that, you know, SarbG tweeted about this is investors don't like uncertainty. They also don't like when you're spending a ton of cash and you could go bankrupt, I mean, that's not good. So I think Pat's doing everything humanly possible and it's good for the country if we can pull it off but I still think their problem remains, they don't have the economies of the other Foundries, Samsung in particular, TSM in particular, but also Samsung. So I think their best hope is to be a distant third in terms of Foundry. So I'm not optimistic in the near term. I mean, I think it's going to take a long, long, long, long time. Crawford, did you see the tweet that SarbG did? Crawford, he's so creative, SarbG. He took a conversation in Twitter and then he applied it in a graphic of Crawford giving a speech. Crawford DelPret, the president of IDC should really be called the CEO because that's what he does, but basically saying don't confuse basically clear vision with a short-term path, something along those lines. And I think that was a really good impression quote because basically Pat is absolutely right on. He sees the vision clearly, but the path to get there is a long, long ways off. So, have you seen the Arnold special on Netflix? I haven't seen it, but I saw little highlights of it where he visualizes becoming the weightlifting or the bodybuilding champions. Or he visualizes becoming a star actor. He visualizes becoming a governor. So maybe Pat's just going to manifest it with his vision, but it's a long ways off. I mean, you've got to make moves. That's a good sign, but it goes to show you that a lot of things we were reporting and others were that they have a lot of troubles and they're flat-footed. And this is what happens when you have shifts in markets, right? So, Intel should take its own advice. The paranoid, only the paranoid survive. And I think you're right, Gelsinger's got a will that's got an Andy Grove style. I've always said it, but Intel has this machinery that's built out over the past two decades of just, I won't say mediocrity, but like just chugging along. Same old, same old, Groundhog's Day. Same, wake up, do the same thing over again. So, I like the bold move. I like to shake things up. And I think, you know, what past the challenges are internal and people in the Intel, half of people want them to shake things up and the other half don't want to rock the boat. Okay, we know what that means. That means there's a lot of dead wood floating around. But he may have to spin off Foundry at some point. They may have to do that because it's just, it's such a capital intensive business and one that it's going to be really hard for Intel to fund and, you know. E-sicitals too, right, operating cycles. Alright Kal, let's get into the ramp. FTC looks for a win in small places. That's the headline topic.  FTC sees Amazon over primes, sign up and cancellation interfaces. Okay, Amazon has been up front about everything. I've talked to Jassy about it. I've talked to other people about it in policy world. Amazon's saying, hey, you know, we're simple. We encourage competition, just want to make things go faster and cost less and help consumers, but every FTC wants to go after them. My big issue is this is what they're doing, and I know you have some data on this, so on cancellation. So the so-called alleges, they're hurting people because they lock you into prime and it's hard to unwind or cancel, okay? So that's their credibility on the line. And I think it's a major black eye for her, Lena Kahn and the FTC, that this is all they got. It's terrible, it's an embarrassment. You want to talk about like hiding the ball. Google does this all the time, other services. I've seen 10 million, like how do I get out of this? Or, you know, like service, I put my credit card down. This is just BS and it's just terrible. I mean, by the way, as a consumer, you know, I don't like that either, but to your point, this is what you got. This is it. This is what you're going after. First of all, prime is awesome, okay? And I was at a conference maybe five or six years ago and the speaker, it was like a TED Talk class talk. The guy was great. And he said, hands up if they have Amazon Prime. Everybody put their hands up. He said, do you know that Amazon's algorithms know that you're willing to spend more?  And because you have a higher taste, whatever. And he said, now knowing that, who wants to cancel their prime account? Nobody, every where your hand went down. Because prime is great. It's a huge consumer benefit. You have same day shipping now. You order at like 7 a.m. And you get the thing in the evening. It's unbelievable. I mean, Amazon has changed our lives in a good way for consumers. And yet the FTC, they want to go after them and shut them down.  Did you do a little spot check on the cancellation legitimacy? Yeah, it took me six clicks. Six clicks. Take us through that.  Assume you're someone like, okay. Okay, so what you do? Go to your Amazon account. And they were saying, oh, it's really hard to do on mobile. And I'm like, well, okay, well, let's see. I'm gonna go to my account.  Okay, so I go manage my prime membership. Manage that and scroll down. And there it is. And it's like cancel my membership. Okay, I mean, it's like six clicks. And then yeah, there's some choices there. You sure you want to go? On my account, I scroll down, Mike, I hit your account. There it is, one click.  And it's like, it's like, okay, done. It's crazy. It's absolutely crazy. You do gotta hunt and peck for it, but it's a menu, it's not hiding the ball. Well, but they're basically saying you, okay, end the membership.  Yeah, I still want to cancel. Are you sure you want to cancel? Yes, I'm sure I want to cancel. I mean, it's not that difficult to cancel. Maybe it's a little bit annoying. If you really want to cancel. I mean, I'm in on three clicks. Yeah, right. I mean, it's- Fourth click is check a box, and no, not even, end membership. That's four clicks. Yeah, and they just want to make sure that's how I went through it. I don't want to cancel it. And then they do have a little remind me later. You sure you want it? Well, you want some time to think about it? What's wrong with that?  Yeah.  And then the point I'm, Alina Khan has completely changed the mindset. It's like her dogma injected into how she wants to see these companies run, not whether or not it really hurts consumers. Does that really hurt consumers? Has Prime hurt consumers? No! Free shipping, two-day shipping, free two-day shipping. Has that hurt consumers? It creates barriers to entry. My argument, again, first of all, I agree, I like Prime. My argument would be, if I was going to put my intellectual hat on, would be that there is an argument from one side of the coin that says Amazon's continued growth becomes a monster, okay? Becomes so hard to compete against that that the barriers to entry that market is too high because of their success. Okay, so this is again, we've ranted about that you become too successful they want to take you down. That's what's happening here. And, you know, that's a function of capitalism. And I think this is an interesting point because, you know, as they get bigger, okay, it's harder to get in. Okay, let's leave it there. Let's assume that that's the argument, which I don't agree with, by the way. Look at what we were just talking about with Intel. They were a company that was untouchable two decades ago, Dave. Yeah. Okay, untouchable. Market share, great processors, industry standards. Look at them now. They're flat footed on their heels. Okay. Restructuring. So, big can be toppled. More rants. So, the history of antitrust in this country with tech has been a joke. Okay, I'm just going to say it. And again, Lena Kahn, she gets up, she does her revisionist history and talks about how it was they who moderated Microsoft. No, it wasn't. I mean, yeah, they were there and IBM and how they affected IBM and so that others could build applications. Okay, you know, some of that is true. I don't want to legally dismiss that. But the real factor in moderating these companies was self-inflicted wounds crossing the chasm issues. And so in the case of Amazon, they've got way more challenges than in my opinion, than the FTC. I think the FTC is just, if they break the law, you got to go after them. I totally agree with that. But they will figure out a way like every company always does to miss something. You have a blind spot. You and I disagree on this. Again, it's the end of the podcast, we're going to go for another. What do we disagree on? The self-inflicted wounds. Microsoft in particular, they had self-inflicted wounds because of the FTC. Okay, so let me explain. I disagree. Let me explain. I do disagree. Yeah, you're right, we disagree. We disagree. Well, you're just making all these assumptions and hand waving. But let me just go, I do agree with you. There, it's a joke. But here's the problem with the joke. It's just, it's like pulling you over every single time you just go over 55 miles an hour and everyone's going 80, okay? You get to get dragged down and you're distracted. So these companies definitely were affected. I remember when Bill Gates got the news, I was at a conference when they did it and his minions went there. He never did a public appearance after that for a long, long time. I can't recall after 1997 when they filed that, Janet Reno, I remember that vividly. Bill Gates used to be out in the public all the time doing talks. He didn't do it anymore. And then search came. Yeah, they had MSN, they had some search and other things. They missed it because they were distracted. I'm not saying, you call that self-inflicted. That's just, you get pulled over too many times.  And I think that's the effect that this is. It's got no teeth. And so what they do is they make it inconvenience. They create a drag on the company so that those wounds that are inflicted are inflicted because they're handcuffed. There's a lot more distractions, a lot more focus on it. You better just pay in the pen it's up front and then it's taking the medicine and moving on. You know, so that's the angle because they don't, this is just another joke, right? So again, what's it going to do? Andy's got to deal with it. Andy Jackson, the CEO's got to get briefings. He's got to defend it. I guess I would say there's, one of the unintended consequences. So, I don't disagree with you. You're right that there is a distraction there and it certainly doesn't help the company's focus. But we know IBM lost its monopoly because it handed it over to Microsoft and Intel. That was by far the bigger factor rather than- That was self-inflicted. And that was self-inflicted. They were past the FTC there in the DOJ, right? They were already- Right, but you could, but Lena Kahn would argue that they moderated IBM back in the day and that was true. They did to a certain extent. The DOJ actually wasn't the FTC, I don't think. But then the AT&T, the breakup of AT&T, what did that do? It made the US telecommunications business less competitive for a long, long time. Most of some people argue it's still less competitive. And Bell Labs was sold. Bell Labs is owned by Nokia now, okay? It installs a landline right now. Do you know anyone that still has a landline? I think half the population doesn't even know the word landline means. Well, but during the pandemic, a lot of people were using landlines though. Were they? Yeah, they were. For what? Fax machines? Fax machines. But Microsoft, I would argue that Bomber was a Windows hugger that he wanted to put Windows. I remember Microsoft wanted to put Windows on their phone, right? And the thing was bloated. The Windows was bloated. And it wasn't until Sacha came in, Microsoft was largely irrelevant for 10 years. Nobody cared what they did or said. Now look at them. We have a legit rant and it comes up all the time. It's a pattern. We need better leadership in government around tech for sure. There needs to be a coalition of some sort of Koretsu, some sort of group that gets together should talk about this to have a doctrine that's real, have some real understanding of a systems thinking mindset impact to the ecosystem, understand how tech works because it does affect all people now. It's not like the industry. And we usually talk about this at MongoDB.  Open source is now an industry. It's not like just an area, a community. So same with tech, it affects everyone in the world. The standards to me should be, is the company breaking the law, okay?  So are they breaking the law and are consumers being hurt? You know, is there price fixing? Is there bundling? Are consumers being hurt? The new standard is, well, Lina Khan doesn't like it. Consumers might potentially, Microsoft Activision, well, consumers might be possibly potentially hurt by this. Anything Facebook wants to do or Meta wants to do, shut it right down because they're too powerful. Power in and of itself.  I don't know, I'd say it doesn't. I had a conversation with some people about this one point and you nailed it, which is Amazon is not hurting anyone, but you remember they have a lot of power as a company and people who can wield that power could go down to someone like in the sales organization. As you start getting motivated for money, whether it's chasing an event number or chasing a sales number, you might do things differently or hey, I'm the product manager in e-commerce and I want to sell more at the expense, but no one's looking them and look the other way. So if culture deteriorates where they can't police this, that's when you got to look at the cultures and saying, and there's scuttlebutt around that, especially around cloud. Multi-clouds got traction, mainly because people want to negotiate deals, better deals with Amazon, right? So that's the number one reason when I ask people, why would you go to another cloud? It's because they want to do a licensed negotiation with AWS. But if I zoom out and I look at these big companies, even the social media companies, even Google, right? Which is sucking all our dollars advertising and search. The big picture to me is they've added far more value, far more value for consumers than life without them. I would not want to be without a lot of the tools that we have today, whether it's what Apple invented, being able to use Google Maps or Apple Maps or Waze to get around, it's made things a lot more convenient and I'll, I'm aware, I think I'm aware of the privacy concerns but I make that trade off as a consumer. I feel like I'm smart enough to make that. I don't need the government protecting me in that realm. That's how I feel about it. Well, let's move on. We're going to close this down. Dave, it's been a long week. I know you're super tired of the red eye. I just got in from New York. We got the time zone on the other side. Dave's sleeping on the plane a little bit, but yeah, weekend's here. Let's recharge. Next week is massive. We got the data titans going at it. Databricks and Snowflake, that's going to be fun to watch. We comment at the top of the pod about that. You get MongoDB now rising quickly, as that third data platform player, a little bit different than the others, but definitely nailing developers. And it's open source. I like those three, and you got everybody else in the hyperscale is with it. So we got that. And then we got SuperCloud on the 18th. We got people putting in sessions, requests to do sessions, Dave. And we're going to come out with a new logo that people want to put on a badge on their site. So let's keep our eye on the ball there. We got a lot going on. We're going to be burnt out. Let's get our pod next week. Don't blow that one. You're going to be tired. I know. I blew this one. Well, we just, we got to reschedule it, right? We got to do it earlier. So it's cool. I'll be ready. We're going to get together. Maybe you want to join us. I think George is going to join us. Stretch A, maybe Andy. Just to do a data week, Databricks, Snowflake, eBrief, Friday. Next Friday. Let's do a little, we should do a Twitter Spaces. Yeah, well, I want to do a breaking analysis. All right, Dave, signing off, Episode 17. If you like the pods, share it with your friends. Again, we're just getting our group swing and bringing a lot of more cube into the conversation because that's what we're doing a lot of these days. But the stories are hitting in the industry. Enterprise Tech is hot, AI is booming. We're going to continue to look at the stories, share that with you what we're thinking about and lay down the commentary and opinion. Of course, unfiltered here in the cube pod. So thanks for listening.


But this is the interesting part. This word firming. The committee anticipates that some additional policy firming is going to be needed sufficiently restrictive to return inflation at 2% over time. What this says to me is Jerome has already said this. He said, look, we're going to keep the rates at the same level or higher for longer to get it down to the 2%. And that would be a form of firming or staying firm on the policy that they set forth. Committee will continue to reduce its holdings of Treasury securities and agency debt and agency mortgage backed securities or MBSs.


Hey Virgo, welcome back to my channel. This is Kelly from House of Virgo getting ready here to do your next love reading next installment of the drama in your life So this is a channel for Virgos and Virgos only Virgos Sun, Moon, Rising and Venus So if you're new do hit like share and subscribe in the video. I would greatly appreciate that be mindful that the messages are General okay, so they may or may not resonate just depends on your situation And if you want to get a personal reading though, there's a link in the description box below. Also, I'm going to start doing paid mini-readings Very soon, I just have to figure out what day I'm going to do them So I will be letting you know watch out for that. Okay For those of you who have not joined my channel or don't wish to join the channel You'll be able to just pop in whatever you like and get a paid mini reading with me Okay, I'll be like going live So I'll let you know when that's going to be what I'm going to start doing that for the summer All right, forget all that. Let's get into your reading Virgo. Let's see what the messages are here for you for let's see We are now in the Fourth week of May so from this point on going into June Okay Messages. Oh, so we've got one that popped out here. Wow. You've got love beautiful. We like love Okay, unconditional love self-love Oneness passion affection Attraction All right, let's see. I know you can't see it that well, but as I said, I'll show the cards to you as we go So there's a love situation here. Obviously either you're loving yourself more than ever right now Unconditionally Feeling one with the universe. There's passion affection Attraction so this could be somebody feeling this way about you or you just having this feeling for yourself Or you having this feeling for another person? So let's see what the rest of the messages Come out here. Okay. I've got mask. It's interesting because when I started shuffling the cards before I Started your reading this was in the deck upright and I flipped it over and shuffled again And then somehow it showed up again and then I put it back and now this is the third time it showed up so Somebody here has love for you and they're not they're not showing how they feel mask not showing true feelings or gaslighting Hiding Pretending deluding somebody really has strong infections for you Virgo. Okay, and they're not showing it though They're wearing a mask. They're hiding behind a mask. Okay, let's see interesting how this is gonna go This is interesting. Let's see. We're gonna find out who this is in your reading Another message for Virgo, please Okay, a whole bunch drop. So we're just gonna take top one the golden mirror self-absorbed Narcissists one-sided relationship and love bombing. Well, there you go. Okay, there you go either someone is You know wearing a false mask and this is someone who's you know Very self-absorbed type of person Okay This is crazy. This is you're dealing with someone here. That's just all about themselves. That's that's it That's it. This person whoever this person is Self-absorbed loving themselves totally attracted to themselves and attracted to Their their their view of themselves in the mirror Okay, probably like are taking selfies all the time and and just you know putting them out there for the whole world Oh One-sided love bombing energy coming through here.  Okay, because at first I was really feeling like you know At first with just the one card it was looking good and then the mask not showing true feelings But when this golden mirror shows up now, this just in context with the other cards This is just somebody who is Just totally loving up on themselves. So maybe you know this person Maybe you don't or maybe you'll meet them Yeah, the one thing you're gonna notice about this person is that they are an attention seeker Big-time attention seeker. This does not sound like someone you should be getting involved with well, whether you should or shouldn't is really up to you, but you know This person just hides their emotions and seeks validation and attention through With the world to mirror the golden mirror so you know reflection through looking at themselves very just Focused on those cells all the time. It's weird. Like I don't know if they're just they every time they Walk past a mirror. They got to check themselves out very insecure Type of a person. That's what it feels like. So it's just super super insecure super ensue Just always gonna make sure they look perfect. They look right. They could be a selfier Person like that. Like always got to be seen in some way. Okay You guys I can't even with these readings. I really can't let me see what's going on here. Okay Three pentacles ten of swords Death card and the queen of swords. Okay for some of you. This could be another female could be a friend Man I just they gave me the word try hard. This is someone who's a try hard. They try so hard They work so hard to try to Keep themselves relevant. Okay Through validation from others.  It's like You know, I feel like you're putting this person in their place That they're just full of themselves You're calling somebody out as that's what I feel like you're doing here with this queen of swords Now you could be in this could be somebody else as well could be an air sign Um Libre Gemini Aquarius we have death card could be a Scorpio whoever this person is it's just It's it's like too much. I'm feeling like somebody is loving themselves way too much. Okay But they really don't love themselves. It's not really they just keep seeking this validation from other people to find out that Like the more validation they get the more that the masses approve the more they feel like Oh, okay, like they got to check with other people to make sure that they're good enough Rather than having that like internal dialogue with themselves and saying, you know what?  I am good enough and if people don't like it, you know, there's a door now this person Can't sit with themselves. He can't just say to themselves or seek spiritual guidance or Really that there's a lack of belief in self So this constant looking in the mirror this constant showing themselves to other people as constant Seeking attention without it this person as soon as they lose it then they go they have to go find it somewhere else This is what I feel like it seems like a real psychological problem And I just heard this person tends to say well everybody always betrays me people always leave me and It just kind of feels like they bought him out and then Then they get back up and then they go attention seeking again. I don't like this. I don't like this person's energy Okay You might be communicating with them. Yeah, see this person comes in with the night of wands energy, you know lusty coming after you In and out kind of energy and they reach out or they come towards you and they will be coming towards you They're just it's like it's weird. I just kind of feel like this person I See them coming at I see them coming towards you to try to communicate with you and get that Validation from you or seeking approval from you like they're reaching out is this kind of like to see if you're still there They kind of like think about what they're gonna say to you Maybe they'll write something or text something to you and but I feel like going forward if that energy comes up You're gonna call this person out here, you know, like I feel like you're gonna be really honest with them and direct and just say You're only calling me.  Whatever. I don't know how I don't know the mechanics of fridge but You know the majority of your bill I believe even even a even an energy-saving refrigerator still drains a lot of Power but that thing about it is You get something out of that refrigerator, you know, you just you don't have it there in your kitchen for nothing You know, you it's got goodies in it, you know, so And so what I'm trying to say is like this person is draining Not only your energy, but all the goodies goodies that you have that you're you have available to this person like you're You're keeping everything cold and chill for this person, you know So it's fresh and clean when they come in to drain all that energy from you You got to like empty that fridge man. I'm just like There's nothing here buddy Pal sweetheart, there's nothing here for you to take Yeah, you got to go to your source. You got it. Yeah, I see you telling this person You know, you got to find your your light somewhere else because I cannot just keep filling up that fridge for you You know, I'm going broke Sometimes the stuff that comes through look here you go. So you've got the 901s just BAM Boundaries up hardcore blocking. No, you can't come into my kitchen, you know So I feel like you're gonna be doing that. I see you doing that with this person I do see whoever they are. It could be a friend. It could be a family member It could be a lover a spouse. It could be an ex whoever this person is that you recognize or it resonates with you That this person comes in with this, you know Reaching out to you because they need that fix this person's like an addict Very codependent and they need that fix and every time it falls apart I feel like you're gonna put a stop to it here. I see you with the 10 of swords and the death card It's like, no, you're done. You're done and Virgo. You're just telling them. That's it. It's dead in the water There's nothing here. Okay. There you go tower boom Destroying this whole, you know saying Destroying this whole thing. So Virgo, I don't know who this message is for specifically, but I really feel like you're I really feel like you're just in this position now where you know You're telling whoever it could be a person place or thing or it could be a bunch of people like You're recognizing that your energy is very very important and you need it to keep you going. Okay and this person I don't feel like It's so I don't feel like this is something you would normally do. I feel like normally you Some of you might just not want to rock the boat not want to call somebody out But if you got that if you know that singer pink, she's a Virgo If you get that pink style about you You might just be like Like that, you know calling somebody out and I and if you don't have that in you I feel like somehow you're gonna have that in you to just kind of stand up and tell somebody no more of this This is done because this is unhealthy, you know this person I feel like they either they gaslight you or they love bomb you they tell you that they love you or they Are like they want to be with you and you know, they have affection and they're very attracted to you But they're giving this false love to get this appreciation and love and return. So I don't know It just it doesn't feel genuine. It doesn't feel sincere. So whoever this person is they keep your eyes peeled and Recognize that you've got conflicts right here. Okay, so there's a fight. There's some kind of fight That's gonna break out.  You're just having this spiritual upgrade We're like I'm done with social media. I'm sick of looking at all these selfies It's so hard to find somebody you're meeting people online and everybody's just full of themselves and you know This may not be an ex this may not be anybody You might just be getting honest with yourself and saying I am out of here because everybody on You know or you're on dating sites and you're seeing that and everybody you see is only there for themselves So some of you you might be connecting with someone online They're not trying to meet they're just trying to rack up all these You know prospects and then they're just kind of rolling them through the roller decks whoever's available at the time I feel like a lot of you are just having these major changes Okay, we've got the king cups and the east of swords So some of you could be talking to a king of cups who's very deeply sensitive and emotional This usually comes in the form of cancer scleropiasis could be somebody you already know or you could be connecting with going forward There's some kind of new initiation or new start happening here some clarity and truth Comes to this person. All right, let's see what's going on Yeah, okay. They're very insecure. This person's trapped in they're trapped in the cycle They're trapped in some kind of prison is what I feel like is going on here This prison the cycle they just keeps going around and around Virgo. I just feel like mostly you are You're setting the record straight with somebody here You know, I don't feel like you're angry though.   They just said you see how this is sideways Right, this is like damsel and distress on this on the tracks on train tracks, right? So waiting for that someone to come in and rescue them. So I feel like this person I feel like you're gonna say to them, you know, you keep playing the victim and I could see right through it Virgos are very good at seeing through the bullshit very very clear If you don't know that about yourself, that's because you're not trusting yourself, but you need to know In the zodiac Virgos have the most amazing clarity. They have that inner knowing That's why Virgo even though Virgo is the hermit card because it goes in and they seek wisdom and knowledge They also have the high priestess that represents them, which means that inner knowing, you know The only thing is Virgo, you do not usually one to come out of hermit mode, you know the hermit and the high priestess are generally Withdrawing quiet secretive. Don't usually say anything, but once in a while you get a Virgo That's going to say something and usually Virgo when you've reached your breaking point Or you've you've like you're at the end of the line there then you will open up and say something So I really feel like you're going to call somebody out. There's conflict coming This person's going to be in like crazy conflict with you because you know But I do feel like what you're going to say to this person is going to give him a huge wake-up call And they're going to they're going to get that clarity because you're giving them look you're giving them that sword Right here. Okay, and right next to them. It doesn't have to be a water sign. It could be any sign Okay, but you're gonna your clarity and your truth because you're giving them that sword your clarity and truth is going to get to Them deeply right because of very deep feelers About that the issues that they have right so you've got the devil card here So there you go toxic energy addiction Obsession control anxiety This person the devil's got their claws in them The devil is the author of confusion the devil is the only one who is the author of confusion if you're confused it's because The devil's got you confused. Okay, you look it up. It's true Or what did they say that the devil is the not the father of confusion that the author of confusion I think that's what it is so There's okay, so this Capricorn energy as well, so that's what's happening to this person Okay, something got a hold of them some kind of toxic Something or other got a hold of them and I feel like you're calling that out. You're calling out that toxic ish Or Some of you you may not be trying to have some dialogue. Some of you are just telling this person You know, you're not you're not down with this. I'm not down with the lies. I'm not down with the confusion I'm not down with the self-absorbed insecurity And that's what you're bringing to me and it's done. I'm over. Don't come back. I'm out of here that kind of thing And even if this is you know, it can go the same if this is somebody you're meeting or you or have been talking to Okay, you're You just on a whole new level you're on a whole new level especially going into June Okay, on a whole new level, but you're definitely going to tell this person You know, you need to get your shit together, you know It devil energy can be very narcissistic Have very ego Traits, you know, there's a scene from a movie the greatest trick the devil ever pulled was convincing the world that he doesn't exist and this person May come to you and it may I just get a sense that some of you Will get a feeling of like, okay I see this person but something doesn't feel right something's off and I can't really pinpoint what it is Well, that's because the devil's attached to this person, right? The devil's the great escape artist and when he takes his people, right? And this is a very energetic thing when he takes a hold of people He causes them to believe that they're not at fault or that there's nothing wrong like it's a very egocentric kind of thing He confuses the people that he gets his clothes into yet. He instills fear as well Okay, so some of you are going to tell this person, you know If they got some kind of addictions or you know, they got like fear and anxiety or insecurity or whatever is they got to heal Yeah, I feel like that's what you you might tell that person you need to get in the recovery Or you need to get you know in you need to like renew your damn soul Renew that source energy.  Okay? Get some solitude like you need to figure out what you're doing. I feel like that's you're gonna say to this person You know, and I do feel like they're they're definitely gonna say yeah, I think you're right. They're gonna have a light bulb moment definitely I think that I Think that for me coming from you For some reason it's gonna give them a wake-up call. I don't know if they've had other people tell them this They may have but maybe you are like the straw that breaks the camel's back That's what I feel like it's going on here because you're coming in with this truth Right win-win solution for you.   I really do feel like you're gonna start it with you know I've been I've been mulling this over and I got to be honest with you.   Okay Now I'm gonna do an extended reading on this to see what the outcome is gonna be going forward with this person at the end So there'd be a link in the description box below this video to get the extended reading but for now Let's see what else is going on here What other messages are there for you Virgo? Some of you are gonna just be getting clarity Within yourselves about somebody here like I said Some of you might get in long talks and dialogue with this person and for others you're just like nah I don't think so. I'm just gonna tell them what's up. I'm gonna be honest open my mouth I'm gonna be truthful. What if I get to lose some of you are saying, what if I get to lose? I don't have this person. They're not here with me. So it's nothing to lose Okay, let's take a look. What other messages does Virgo have? Okay, okay Mira imagination cloud your judgment. Okay. I feel like for some of you That's a warning to you You need to seek judgment. You need to seek judgment here The Raven darkness looms on the horizon. Wow. Yeah, you got something huge coming up here with someone who is a Shapeshifter you got a shapeshifter here and this person has clouded your judgment or will attempt to cloud your judgment.  Let me tell you what people who People who live in the dark They do not like the light and the only way you're gonna know if these people who come across as being full of light Actually live in the dark is by shining the light on them and see what they do. That's how you know You have to be honest With yourself and with other people you got to call people out You got put on the light because people who live in the dark will they'll scurry away when the light is shine on Shown on them. They will scurry away. They'll run away So that's how you know, that's all you have to do.  No, no, no, no, you gotta start trusting yourself. Whatever is in the light That's how you know Okay, that's how you know What else you got? This is crazy. It's like a hard. It's like a hard movie The wizard use your skills to aid others. This is like the magician, right?  What skills do you have your magic skills that you have? Okay to aid others. Yeah, you got it. You gotta listen.  You've got somebody here who's like possessed by demons Whether that's literally or figuratively, you know, and and and you know Virgo You've got the skills to I don't want to say rescue but To scare the demon out of them, you know what I mean? But you Like that's the skill that Virgo has Virgo has a skill of truth Virgo and truth is light Truth is light, right? Truth is light.  Wow. That's interesting. Okay Virgo, oh my god, they just told me the gate barrier keeps you from your goal And the wolf beware who you trust Okay, all right, I gotta post some clarifying cards on this because This is I'm not picking up anything here, and I need to find out what's going on here. This is weird Why is this new relationship thing here? Hold on Why is this new relationship? What is this a new relationship blossoms for Virgo? Virgo are you going into rescue mode?  Maybe you're not intentionally going into rescue mode But some of you are going to get like your truth is actually going to save this person from their own demise Even if you don't wind up together That's what the that's what the deal is this relationship cannot blossom Because of the barrier and the barrier is because you're not trusting yourself Okay To tell the truth. I don't need a clarifier. That's what they just said.    You know what I mean?     Well, you know I keep saying that you know Oh, I gotta get my vaccine. I'm gonna get my mask I gotta stay away from everybody, but sure I'll get in a relationship with a toxic a buffer What's that gonna? You know, that's fine. No, it's not you should be applying those same principles to your heart You need a mask. You need to stay six feet away from people until you know them better Until you can trust that they don't have nothing or that they're not like loop-de-loop Some of you all need to get vaccines because you keep attracting these narcissistic selfish devil energetic people There should be a narc vaccine, I think Seriously keep them away a little garlic in that Vile or something keeping up a mind your soulmate may differ from your usual type and expectations new love Okay, a new person is stirred your romantic feelings and romantic feelings twice. Okay? All right, this is not you. This is this person. Okay, and this person is going to appreciate your candor I will tell you that I don't know that this person is going to scurry away Now that's not going to be a message for all of you if they do and there's your answer Keep it moving But I feel like this person is going to have an open mind about what you're saying if you if you get open and honest and truthful Without being critical without being mean, but just you know, basically saying you got some kind of selfish virus And I'm not trying to catch that you can tell that to them And I feel like something's going to stir up here between two people I feel like this person's going to get stirred up because I don't get a sense Did this person get has ever get ever gets called out or really has been called out or they have been? But it never meant anything as much as it will mean from you for some reason There's something about it's either in your delivery or the just the fact that you're actually calling somebody out Who thinks they're such a big shot when they're not?   Who do you think you are? That's a Virgo thing Virgo's all like if anybody's better.  I see right through that You ain't nothing but stained glass a lustful fiery spirit Yep That's a neck.    They're on We're on fire today.  We are not dealing with that. Okay, so there you go new love start. That's twice um Does this mean That you guys are going to be getting into a new relationship with that person again, not necessarily Some of you might just decide you're going to call the person out say what you got to say And then go try to find a new love start with somebody else who's not possessed by the devil.  Okay Activating healthy strategies.  You're not trying to have that Virgos can't Virgos just cannot Really deal with that and it's just it doesn't make Virgos bad. It's just Virgo. Can't Virgo. You are so Clear-minded with like when it comes to truth and purity that is what Virgo is the purity the truth The you know you you like to wash out the dirt and and You know and I said this once in one of my readings, you know, a lot of people think that Virgos are the cleanest Most hideous most organized Like every single day, there are some Virgos who are like that, but you have to understand something about Virgos There are some who are not But you have to understand Virgos are stressed when things are perfect Virgos tend to need things To not be perfect in order to organize them and make them perfect because Virgo Seeks perfection Virgo seeks to make things better seeks to make things right, you know That's why Virgo the virgin the the zodiac cliff the season of the fall the end of summer is when You know the maiden has this The chef she's cutting all the wheat down. She's working Virgos are workers. They're clearing out They like to clear and clean and organize, you know So it's not that they're slobs because you'll meet sometimes you'll meet a Virgo who's very disorganized or can be sloppy, but there's something about a Virgo. It's like When they got it organized something or they see it's almost like a challenge like they have to do it They love to do it and that's not just physical things like laundry or housework. It's organizing things in the office It's you know having things in their car that are just right and and even if Virgos are neat and tidy it even if one thing's out of place like there's just this gratification that comes with Putting things back and making things organized, you know, and that's how you are in your love relationships It's not that you're looking for someone to be perfect You're looking a lot of Virgos look for fixer-uppers because it won't help them be better So Virgo, you're in your truth and your honesty When you're calling somebody out on their mess and that that's if you're not doing that and you're unhappy That's why because you're not living in your element It's a Virgo to look at the mess and say yo you need to clean this shit up Your life would be so much better if you stop, you know, you get rid of that virus and that why do you think so many nurses are physicians and So many Virgos are nurses and physicians or they're you know in in the field of like health and purity and clean and Cleanliness and all that stuff your nutrition and fitness and all that because you just see What needs to be cut away? So you are not you are not living in your truth if you're not calling somebody out Listen to me. I'm a Virgo. I'm calling you out right now, right? This is okay.  You don't keep taking it How you ever gonna clean up that mess or tell them to get out because they're making too much of a mess in your house Virgo, come on All right, let's take a look at see who this person is Let's see what their Chinese sign Virgos don't want perfect. That's too stressful. Okay The sign of the ox Virgos don't even want themselves to be perfect. It's too stressful They just strive for that, but they never you'll never hear a Virgo say to anybody Oh, I'm perfect Virgos the last person to say that because I constantly see flaws They constantly see things that need to be fixed or repaired. They constantly see imperfections and People look at Virgo and think they're they got their nose up in the air.     Okay, so that might be your sign. It could be your person sign could be both of you Okay Let's see What else do we have here? I feel like a moon message. How about a moon message? What is the moon message here for Virgo? Coming at you guys with some truth some days. It's just all about like I'm a realist people say I'm a pessimist I'm not I'm just a realist some days. The realness is joy happiness other days. It's like yo facts evidence Actually, nobody's ever called me pessimist. I'm just using that as a term like people say People equate I guess realism with pessimism, but I don't I don't see it that way pessimism is like looking at happy moments and finding the Negativity in it, right? I I don't I think realism is more and maybe I'm like, I don't I'm not a doctor I don't I'm not schooled on this, but it's just my belief like realism I feel like the evidence of the facts like if it's sunny out It has nothing to do with how I'm gonna react to it. It's just facts You know, it's just got to be real And then I'll be positive and joyful if it's sunny out a time for healing, right Virgo This is the end atmospheric energy here This is healing you getting up on your not on your soapbox, right?  Oh, this is it. This is it. This is it Virgo. This is time.  I can't keep up But if they're pretending to be something that they're not That's gaslighting.  That's when you got to close a door, right? But I don't not for all of you I think somebody here is gonna, you know get the picture and they are gonna say Okay, I Think you might be right Okay, we've got an Aries Um, September 10th September 13th. We've got a Capricorn. We have a Taurus September 3rd Taurus again Okay, September 12th September 8th, okay, and we got the second and Somebody is 50 years of age Okay, somebody's 51 Okay, hmm, okay We have 823 August 23rd Somebody's born in 1981. Okay. Oh, they just gave me an address address number 121213 They're saying that's an address. Okay, somebody's 31 almost lost one you guys on the floor again Okay, let's see All right, Gem and I again with the Aries Libra Leo showing up here. All right 52 Okay, they're telling me 102. I don't know if you're 102. I don't think so Okay, July 18th, we have May 4th. We have September 2nd and the 3rd. I might have already said those. Okay And we have August 25th. Goodness gracious August 24th Sorry, if it's so loud in your ear. I forgot my thing Scorpio Scorpio double. We have cancer Okay 1967 Number 1309, okay August 30th. I'm picking up Um, there's my light. Okay, somebody's 41 134 1985 Significant June 30th also significant. All right. So if those numbers resonate with you Fantastico, let's see what else you got here. All right Saturn what planet is ruled by Saturn? I always forget You would think that me doing what I do would know that hold on. I'm gonna ask What planet is ruled by Saturn because always forget what planet that's not what I meant Capricorn, okay So we got a capricorn very Very prominent capricorn energy here. We have a dragon Okay, you're the dragon for some of you This could be a Capricorn dragon Okay Diamond key two keys here. Holy moly. We got two keys here. Two people have the key Guess what the two keys are in the Hierophant. Okay, the Hierophant has two keys Do I have a Hierophant anywhere here on the wall? Yes. No, I don't The Hierophant holds two keys, which means that You know what? I Don't know That's so bad. I don't know the two keys. Why don't I know this? I can't even channel anything from it. This is bad Hold on. I know I know it resonates for something, but I don't know the actual meaning and I never I never actually Looked it up Or studied that I guess this now is the goodest time as any Hold on you guys. I'm gonna look. I know you guys are if you know it post it there if you if you haven't I can't see the chat, so I don't know what you're saying, but I'm gonna find out Look for myself Two keys under it symbolizing. Okay symbolizes the power to unlock the fifth element Unlock okay, these are the two keys to unlock the power to unlock the fifth element and what is oh The fifth element has to do with a servant the unseen Fifth element is spirit. Okay. It is not as tangible as the other four and if You have doubts about its existence you have to believe the preachers words are correct. Okay So that the keys represent having the fifth element becoming the key to others understanding in the connection That's what it means here, and I feel like that's for you. There's something with this person Where the fifth element is involved in this connection and it's unseen The fifth element is only strong if people believe in it if no one listens or believes what is being taught It can lead to conflict chaos and upheaval the number five Represents change uncertainty Realignment and freedom. Okay the keys to freedom So you have the key I feel like these are very strong spiritual messages here with these two keys Honestly, this feels to me like There's there's something very important about this connection that needs to be revealed Okay Definitely There's the keys right there sitting at the bottom Of the higher font a very spiritual connection the fifth element feels like The five is like supine energy which represents some if you know about the The four humors the melancholic which represents earth the Sanguine which represents air the caloric which what represents fire and the phlegmatic which represents Water and then the fifth element is the supine the supine is everlasting servant doesn't really have an element It's unseen. This is the sign of the very The person who will kind of shape shift to be whatever Anybody needs them to be they're very kind and want to serve serve serve serve, but in their negative On their on their on their their negative points they serve they give to get okay I feel like there's something here to be point pointed out This is what I feel like is going to happen here This this is you calling somebody out on manipulative behavior and telling maybe telling them they need to seek some kind of higher Spirit influence into their life because devils got a hold of them. That's a bad spirit on this person. Okay and There you go the bat Okay, and so that's going to represent like that vampire energy is what I'm saying Okay, vampire energy here with this bat. I know not all bats, but it's a vampire bat Okay, so that's what I feel like.  Okay, so if you need help and get in yourself Opening your mouth. I'm saying something call on your dragon friends Virgo cuz or your roosters Hala because we will tell the truth Like we roosters are cocky and dragons are bold. So It's not going to be a problem, right So I really feel like those are your messages. I don't know who this is what's going on here But you're definitely making some huge adjustments. This is you standing up To somebody coming up soon I am going to do an extended though because I want to see if this is going to change if anything's going to change with this connection here if somebody's going to actually have that like extreme wake-up call and Come out of this behavior here There's going to be any change from you standing up and saying something okay So the link's going to be below click on that link and that will take you over to the extended reading and then you'll Be able to purchase your reading there. All right you guys so thanks for being here. Love you very much And I will speak to you soon. Take care. Bye